401k Plan data: CARL A. BARTON AGE-WEIGHTED PROFIT SHARING PLAN plan

CARL A. BARTON AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARL A. BARTON AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

CARL A. BARTON AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARL A. BARTON has sponsored the creation of one or more 401k plans.

Company Name: CARL A. BARTON

Employer identification number (EIN): 751679173

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL A. BARTON AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 CARL A. BARTON 2019-07-02
001 2017-01-01 CARL A. BARTON 2018-07-03 CARL A. BARTON 2018-07-03
001 2016-01-01 CARL A. BARTON 2017-07-20 CARL A. BARTON 2017-07-20
001 2015-01-01 CARL A. BARTON 2016-07-29 CARL A. BARTON 2016-07-29
001 2014-01-01 CARL A. BARTON 2015-07-27
001 2013-01-01 CARL BARTON 2014-05-28 CARL BARTON 2014-05-28
001 2012-01-01 CARL BARTON 2013-07-05 CARL BARTON 2013-07-05
001 2011-01-01 CARL BARTON 2012-06-08 CARL BARTON 2012-06-08
001 2010-01-01 CARL BARTON 2011-05-27 CARL BARTON 2011-05-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	CARL A. BARTON	2019-07-02
001	2017-01-01	CARL A. BARTON	2018-07-03	CARL A. BARTON	2018-07-03
001	2016-01-01	CARL A. BARTON	2017-07-20	CARL A. BARTON	2017-07-20
001	2015-01-01	CARL A. BARTON	2016-07-29	CARL A. BARTON	2016-07-29
001	2014-01-01	CARL A. BARTON	2015-07-27
001	2013-01-01	CARL BARTON	2014-05-28	CARL BARTON	2014-05-28
001	2012-01-01	CARL BARTON	2013-07-05	CARL BARTON	2013-07-05
001	2011-01-01	CARL BARTON	2012-06-08	CARL BARTON	2012-06-08
001	2010-01-01	CARL BARTON	2011-05-27	CARL BARTON	2011-05-27

Potentially related plans

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Company Name:	CARL A. BARTON
Employer identification number (EIN):	751679173
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages