401k Plan data: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BARTON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BARTON ASSOCIATES, INC.

Employer identification number (EIN): 231705429

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about BARTON ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1993-07-30

Company Identification Number: P93000054353

Legal Registered Office Address: 1522 ne 205 terrace

north miami beach

33179

More information about BARTON ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2018-07-01
003 2017-07-01

Plan Statistics for BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 65
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 72
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 65
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 71
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 64
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 72
Number of participants with account balances 2020-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2018: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 61
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 2
Total of all active and inactive participants 2018-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 63
Number of participants with account balances 2018-07-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 60
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 60
Number of participants with account balances 2017-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0

Measure	Date	Value
2022: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	65
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	72
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	65
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	71
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	64
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	72
Number of participants with account balances	2020-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2018: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	61
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	2
Total of all active and inactive participants	2018-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	63
Number of participants with account balances	2018-07-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	60
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	60
Number of participants with account balances	2017-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0

Financial Data on BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$3,079,891
Total plan liabilities at beginning of year	2022-12-31	$3,186,775
Total income from all sources	2022-12-31	$317,293
Expenses. Total of all expenses incurred	2022-12-31	$116,604
Benefits paid (including direct rollovers)	2022-12-31	$9,183
Total plan assets at end of year	2022-12-31	$5,456,163
Total plan assets at beginning of year	2022-12-31	$5,362,358
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$107,421
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$102,960
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$200,689
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,376,272
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,175,583
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$5,419,400
Total contributions received or receivable from employer(s)	2022-12-31	$214,333
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$3,186,775
Total plan liabilities at beginning of year	2021-12-31	$3,290,184
Total income from all sources	2021-12-31	$3,658,756
Expenses. Total of all expenses incurred	2021-12-31	$121,455
Benefits paid (including direct rollovers)	2021-12-31	$10,508
Total plan assets at end of year	2021-12-31	$5,362,358
Total plan assets at beginning of year	2021-12-31	$1,928,466
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$110,947
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$3,444,774
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,537,301
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,175,583
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-1,361,718
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$5,316,500
Total contributions received or receivable from employer(s)	2021-12-31	$213,982
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$3,290,184
Total plan liabilities at beginning of year	2020-12-31	$3,390,231
Total income from all sources	2020-12-31	$18,120
Expenses. Total of all expenses incurred	2020-12-31	$126,101
Benefits paid (including direct rollovers)	2020-12-31	$11,903
Total plan assets at end of year	2020-12-31	$1,928,466
Total plan assets at beginning of year	2020-12-31	$2,136,494
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$114,198
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-195,862
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-107,981
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-1,361,718
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-1,253,737
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$1,871,800
Total contributions received or receivable from employer(s)	2020-12-31	$213,982
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2018 : BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$3,719,129
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-2,928,839
Expenses. Total of all expenses incurred	2018-12-31	$1,007
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,089,283
Total plan assets at beginning of year	2018-12-31	$300,000
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,007
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-3,142,821
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-2,929,846
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-2,629,846
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$300,000
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$788,901
Total contributions received or receivable from employer(s)	2018-12-31	$213,982
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0

Form 5500 Responses for BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARTON ASSOCIATES, INC.
Employer identification number (EIN):	231705429
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1993-07-30
Company Identification Number:	P93000054353
Legal Registered Office Address:	1522 ne 205 terrace north miami beach 33179