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BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • 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. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JEFFREY ACHE2023-07-07
0022021-01-01JEFFREY ACHE2022-06-02
0022020-01-01JEFFREY ACHE2021-04-02
0022020-01-01
0022019-01-01
0022018-07-01
0022018-01-01JEFFREY ACHE2019-07-24
0022017-07-01
0022017-01-01JEFFREY ACHE2018-09-28
0022016-01-01JEFFREY ACHE2017-10-13 JEFFREY ACHE2017-10-13
0022015-01-01JEFFREY ACHE2016-10-14 JEFFREY ACHE2016-10-14
0022014-01-01JEFFREY ACHE2015-09-01
0022013-01-01JEFFREY D. ACHE2014-05-07
0022012-01-01JEFFREY D. ACHE2013-06-18
0022011-01-01JEFFREY D. ACHE2012-06-07
0022010-01-01JEFFREY D. ACHE JEFFREY D. ACHE2011-06-30
0022009-01-01JEFFREY D. ACHE JEFFREY D. ACHE2010-10-04
0022009-01-01JEFFREY D. ACHE

Plan Statistics for BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2020: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0172
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0172
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0165
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0167
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0163
Total number of active participants reported on line 7a of the Form 55002018-07-0161
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-012
Total of all active and inactive participants2018-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0163
Number of participants with account balances2018-07-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0163
Total number of active participants reported on line 7a of the Form 55002017-07-0160
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0160
Number of participants with account balances2017-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2010: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0168
Total number of active participants reported on line 7a of the Form 55002010-01-0155
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0164
Number of participants with account balances2010-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0170
Total number of active participants reported on line 7a of the Form 55002009-01-0164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0168
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$3,290,184
Total plan liabilities at beginning of year2020-12-31$3,390,231
Total income from all sources2020-12-31$18,120
Expenses. Total of all expenses incurred2020-12-31$126,101
Benefits paid (including direct rollovers)2020-12-31$11,903
Total plan assets at end of year2020-12-31$1,928,466
Total plan assets at beginning of year2020-12-31$2,136,494
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$114,198
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-195,862
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-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 year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$1,871,800
Total contributions received or receivable from employer(s)2020-12-31$213,982
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
2019 : BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$3,390,231
Total plan liabilities at beginning of year2019-12-31$3,719,129
Total income from all sources2019-12-31$1,493,377
Expenses. Total of all expenses incurred2019-12-31$117,268
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,136,494
Total plan assets at beginning of year2019-12-31$1,089,283
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$117,268
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,279,396
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,376,109
Net plan assets at end of year (total assets less liabilities)2019-12-31$-1,253,737
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-2,629,846
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 year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Assets. Value of employer securities2019-12-31$2,067,800
Total contributions received or receivable from employer(s)2019-12-31$213,981
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$3,719,129
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-2,928,839
Expenses. Total of all expenses incurred2018-12-31$1,007
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,089,283
Total plan assets at beginning of year2018-12-31$300,000
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$1,007
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-3,142,821
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Assets. Value of employer securities2018-12-31$788,901
Total contributions received or receivable from employer(s)2018-12-31$213,982
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2010 : BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$787,408
Expenses. Total of all expenses incurred2010-12-31$83,077
Benefits paid (including direct rollovers)2010-12-31$55,255
Total plan assets at end of year2010-12-31$3,845,639
Total plan assets at beginning of year2010-12-31$3,141,308
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$276,086
Expenses. Other expenses not covered elsewhere2010-12-31$300
Contributions received from other sources (not participants or employers)2010-12-31$1,313
Other income received2010-12-31$508,536
Net income (gross income less expenses)2010-12-31$704,331
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,845,639
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,141,308
Assets. Value of participant loans2010-12-31$133,066
Total contributions received or receivable from employer(s)2010-12-31$1,473
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$5,541
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$21,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

2020: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2010: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 2044
Policy instance 1
Insurance contract or identification numberFL 2044
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,110
Insurance broker organization code?1
Insurance broker nameSBHU LIFE AGENCY INC

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