401k Plan data: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN plan

BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN
Plan identification number	501

BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental

401k Sponsoring company profile

BARTLETT INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BARTLETT INVESTMENTS, LLC

Employer identification number (EIN): 742552094

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Additional information about BARTLETT INVESTMENTS, LLC

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2006-11-13

Company Identification Number: 20061741594

More information about BARTLETT INVESTMENTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2019-10-01
501 2018-10-01
501 2017-10-01
501 2016-10-01 ROBIN CARLIN
501 2015-10-01 ROBIN CARLIN
501 2014-10-01 ROBIN CARLIN
501 2013-10-01 ROBIN CARLIN
501 2012-10-01 ROBIN CARLIN
501 2011-10-01 ROBIN CARLIN
501 2009-10-01 ROBIN CARLIN
501 2008-10-01

Financial Data on BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2020 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$195,081
Expenses. Total of all expenses incurred	2020-09-30	$195,081
Benefits paid (including direct rollovers)	2020-09-30	$189,736
Total plan assets at end of year	2020-09-30	$0
Value of fidelity bond covering the plan	2020-09-30	$265,000
Total contributions received or receivable from participants	2020-09-30	$54,171
Total contributions received or receivable from employer(s)	2020-09-30	$140,910
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$5,345
2019 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$254,686
Expenses. Total of all expenses incurred	2019-09-30	$254,686
Benefits paid (including direct rollovers)	2019-09-30	$248,453
Value of fidelity bond covering the plan	2019-09-30	$265,000
Total contributions received or receivable from participants	2019-09-30	$54,152
Total contributions received or receivable from employer(s)	2019-09-30	$200,534
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$6,233
2017 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$157,779
Expenses. Total of all expenses incurred	2017-09-30	$157,779
Benefits paid (including direct rollovers)	2017-09-30	$150,554
Value of fidelity bond covering the plan	2017-09-30	$265,000
Total contributions received or receivable from participants	2017-09-30	$68,021
Total contributions received or receivable from employer(s)	2017-09-30	$89,758
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$7,225
2016 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$211,722
Expenses. Total of all expenses incurred	2016-09-30	$211,722
Benefits paid (including direct rollovers)	2016-09-30	$202,758
Value of fidelity bond covering the plan	2016-09-30	$265,000
Total contributions received or receivable from participants	2016-09-30	$78,658
Total contributions received or receivable from employer(s)	2016-09-30	$133,064
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$8,964
2015 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$187,781
Expenses. Total of all expenses incurred	2015-09-30	$187,781
Benefits paid (including direct rollovers)	2015-09-30	$180,995
Value of fidelity bond covering the plan	2015-09-30	$265,000
Total contributions received or receivable from participants	2015-09-30	$59,981
Total contributions received or receivable from employer(s)	2015-09-30	$127,800
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$6,786
2014 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$169,974
Expenses. Total of all expenses incurred	2014-09-30	$169,974
Benefits paid (including direct rollovers)	2014-09-30	$162,899
Value of fidelity bond covering the plan	2014-09-30	$265,000
Total contributions received or receivable from participants	2014-09-30	$56,326
Total contributions received or receivable from employer(s)	2014-09-30	$113,648
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$7,075
2013 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$190,124
Expenses. Total of all expenses incurred	2013-09-30	$190,124
Benefits paid (including direct rollovers)	2013-09-30	$183,432
Value of fidelity bond covering the plan	2013-09-30	$265,000
Total contributions received or receivable from participants	2013-09-30	$42,620
Total contributions received or receivable from employer(s)	2013-09-30	$147,504
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$6,692
2012 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$132,956
Expenses. Total of all expenses incurred	2012-09-30	$132,956
Benefits paid (including direct rollovers)	2012-09-30	$126,005
Value of fidelity bond covering the plan	2012-09-30	$265,000
Total contributions received or receivable from participants	2012-09-30	$51,468
Total contributions received or receivable from employer(s)	2012-09-30	$81,488
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$6,951
2011 : BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$109,791
Expenses. Total of all expenses incurred	2011-09-30	$109,791
Benefits paid (including direct rollovers)	2011-09-30	$103,018
Value of fidelity bond covering the plan	2011-09-30	$265,000
Total contributions received or receivable from participants	2011-09-30	$54,580
Total contributions received or receivable from employer(s)	2011-09-30	$55,211
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$6,773

Form 5500 Responses for BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN

2019: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	067600
Policy instance	1

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Company Name:	BARTLETT INVESTMENTS, LLC
Employer identification number (EIN):	742552094
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2006-11-13
Company Identification Number:	20061741594