GREGORY D. BARTON CPA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 18 |
| Number of participants with account balances | 2022-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 15 |
| Number of participants with account balances | 2021-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 7 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $87,265 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $34,943 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $31,142 |
| Total plan assets at end of year | 2022-12-31 | $379,556 |
| Total plan assets at beginning of year | 2022-12-31 | $327,234 |
| Value of fidelity bond covering the plan | 2022-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $104,148 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $67,600 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,801 |
| Other income received | 2022-12-31 | $-46,835 |
| Net income (gross income less expenses) | 2022-12-31 | $52,322 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $379,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $327,234 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $29,952 |
| 2021 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $83,436 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $25,441 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $21,361 |
| Total plan assets at end of year | 2021-12-31 | $327,234 |
| Total plan assets at beginning of year | 2021-12-31 | $269,239 |
| Value of fidelity bond covering the plan | 2021-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $35,494 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $67,600 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,080 |
| Other income received | 2021-12-31 | $30,748 |
| Net income (gross income less expenses) | 2021-12-31 | $57,995 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $327,234 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $269,239 |
| Assets. Value of participant loans | 2021-12-31 | $8,756 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $17,194 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-95,538 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,097 |
| Total plan assets at end of year | 2020-12-31 | $269,239 |
| Total plan assets at beginning of year | 2020-12-31 | $366,874 |
| Value of fidelity bond covering the plan | 2020-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $90,607 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,097 |
| Other income received | 2020-12-31 | $-209,707 |
| Net income (gross income less expenses) | 2020-12-31 | $-97,635 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $269,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $366,874 |
| Assets. Value of participant loans | 2020-12-31 | $7,600 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $23,562 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $46,234 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,712 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,933 |
| Total plan assets at end of year | 2019-12-31 | $366,874 |
| Total plan assets at beginning of year | 2019-12-31 | $326,352 |
| Value of fidelity bond covering the plan | 2019-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $14,917 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $240,000 |
| Other income received | 2019-12-31 | $21,490 |
| Net income (gross income less expenses) | 2019-12-31 | $40,522 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $366,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $326,352 |
| Assets. Value of participant loans | 2019-12-31 | $10,982 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,827 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,779 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-11,422 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,113 |
| Total plan assets at end of year | 2018-12-31 | $326,352 |
| Total plan assets at beginning of year | 2018-12-31 | $339,887 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $154,226 |
| Other income received | 2018-12-31 | $-11,422 |
| Net income (gross income less expenses) | 2018-12-31 | $-13,535 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $326,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $339,887 |
| Assets. Value of participant loans | 2018-12-31 | $19,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,113 |
| 2017 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $51,831 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,774 |
| Total plan assets at end of year | 2017-12-31 | $339,887 |
| Total plan assets at beginning of year | 2017-12-31 | $289,830 |
| Value of fidelity bond covering the plan | 2017-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $105,226 |
| Other income received | 2017-12-31 | $23,818 |
| Net income (gross income less expenses) | 2017-12-31 | $50,057 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $339,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $289,830 |
| Assets. Value of participant loans | 2017-12-31 | $27,625 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,013 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,774 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $51,605 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,694 |
| Total plan assets at end of year | 2016-12-31 | $289,830 |
| Total plan assets at beginning of year | 2016-12-31 | $240,919 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $50,226 |
| Other income received | 2016-12-31 | $22,865 |
| Net income (gross income less expenses) | 2016-12-31 | $48,911 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $289,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $240,919 |
| Assets. Value of participant loans | 2016-12-31 | $35,604 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,740 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,694 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2022: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 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: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 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: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 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 |
| 2019: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GREGORY D. BARTON CPA & ASSOCIATES, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
