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BARTELS TOOLS RETIREMENT PLAN 401k Plan overview

Plan NameBARTELS TOOLS RETIREMENT PLAN
Plan identification number 001

BARTELS TOOLS RETIREMENT 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.
  • 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.
  • 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

BARTELS TOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARTELS TOOLS, INC.
Employer identification number (EIN):460693573
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTELS TOOLS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01BILL BARTELS
0012016-07-01BILL BARTELS BILL BARTELS2018-01-16
0012015-07-01BILL BARTELS BILL BARTELS2017-01-30
0012014-07-01BILL BARTELS BILL BARTELS2016-01-20
0012013-07-01BILL BARTELS BILL BARTELS2015-03-24
0012012-08-01BILL BARTELS BILL BARTELS2014-01-30

Plan Statistics for BARTELS TOOLS RETIREMENT PLAN

401k plan membership statisitcs for BARTELS TOOLS RETIREMENT PLAN

Measure Date Value
2022: BARTELS TOOLS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011
Total number of active participants reported on line 7a of the Form 55002022-07-011
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011
Number of participants with account balances2022-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: BARTELS TOOLS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-011
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011
Number of participants with account balances2021-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: BARTELS TOOLS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BARTELS TOOLS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011
Total number of active participants reported on line 7a of the Form 55002019-07-011
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011
Number of participants with account balances2019-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BARTELS TOOLS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011
Total number of active participants reported on line 7a of the Form 55002018-07-011
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011
Number of participants with account balances2018-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BARTELS TOOLS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-011
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 participants2017-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BARTELS TOOLS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-011
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011
Number of participants with account balances2016-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BARTELS TOOLS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011
Total number of active participants reported on line 7a of the Form 55002015-07-011
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011
Number of participants with account balances2015-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BARTELS TOOLS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011
Total number of active participants reported on line 7a of the Form 55002014-07-011
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011
Number of participants with account balances2014-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BARTELS TOOLS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011
Total number of active participants reported on line 7a of the Form 55002013-07-011
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011
Number of participants with account balances2013-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BARTELS TOOLS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-011
Total number of active participants reported on line 7a of the Form 55002012-08-011
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-011
Number of participants with account balances2012-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010

Financial Data on BARTELS TOOLS RETIREMENT PLAN

Measure Date Value
2023 : BARTELS TOOLS RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-06-30$52,900
Expenses. Total of all expenses incurred2023-06-30$0
Total plan assets at end of year2023-06-30$195,600
Total plan assets at beginning of year2023-06-30$142,700
Other income received2023-06-30$52,900
Net income (gross income less expenses)2023-06-30$52,900
Net plan assets at end of year (total assets less liabilities)2023-06-30$195,600
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$142,700
Assets. Value of employer securities2023-06-30$195,600
2022 : BARTELS TOOLS RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-06-30$44,200
Expenses. Total of all expenses incurred2022-06-30$0
Total plan assets at end of year2022-06-30$142,700
Total plan assets at beginning of year2022-06-30$98,500
Other income received2022-06-30$44,200
Net income (gross income less expenses)2022-06-30$44,200
Net plan assets at end of year (total assets less liabilities)2022-06-30$142,700
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$98,500
Assets. Value of employer securities2022-06-30$142,700
2021 : BARTELS TOOLS RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-06-30$24,900
Expenses. Total of all expenses incurred2021-06-30$0
Total plan assets at end of year2021-06-30$98,500
Total plan assets at beginning of year2021-06-30$73,600
Other income received2021-06-30$24,900
Net income (gross income less expenses)2021-06-30$24,900
Net plan assets at end of year (total assets less liabilities)2021-06-30$98,500
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$73,600
Assets. Value of employer securities2021-06-30$98,500
2020 : BARTELS TOOLS RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-06-30$19,100
Expenses. Total of all expenses incurred2020-06-30$0
Total plan assets at end of year2020-06-30$73,600
Total plan assets at beginning of year2020-06-30$54,500
Other income received2020-06-30$19,100
Net income (gross income less expenses)2020-06-30$19,100
Net plan assets at end of year (total assets less liabilities)2020-06-30$73,600
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$54,500
Assets. Value of employer securities2020-06-30$73,600
2019 : BARTELS TOOLS RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-06-30$-18,500
Expenses. Total of all expenses incurred2019-06-30$0
Total plan assets at end of year2019-06-30$54,500
Total plan assets at beginning of year2019-06-30$73,000
Other income received2019-06-30$-18,500
Net income (gross income less expenses)2019-06-30$-18,500
Net plan assets at end of year (total assets less liabilities)2019-06-30$54,500
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$73,000
Assets. Value of employer securities2019-06-30$54,500
2018 : BARTELS TOOLS RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-06-30$9,500
Expenses. Total of all expenses incurred2018-06-30$0
Total plan assets at end of year2018-06-30$73,000
Total plan assets at beginning of year2018-06-30$63,500
Other income received2018-06-30$9,500
Net income (gross income less expenses)2018-06-30$9,500
Net plan assets at end of year (total assets less liabilities)2018-06-30$73,000
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$63,500
Assets. Value of employer securities2018-06-30$73,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : BARTELS TOOLS RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$5,500
Expenses. Total of all expenses incurred2017-06-30$0
Total plan assets at end of year2017-06-30$63,500
Total plan assets at beginning of year2017-06-30$58,000
Other income received2017-06-30$5,500
Net income (gross income less expenses)2017-06-30$5,500
Net plan assets at end of year (total assets less liabilities)2017-06-30$63,500
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$58,000
Assets. Value of employer securities2017-06-30$63,500
2016 : BARTELS TOOLS RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$3,000
Expenses. Total of all expenses incurred2016-06-30$0
Total plan assets at end of year2016-06-30$58,000
Total plan assets at beginning of year2016-06-30$55,000
Other income received2016-06-30$3,000
Net income (gross income less expenses)2016-06-30$3,000
Net plan assets at end of year (total assets less liabilities)2016-06-30$58,000
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$55,000
Assets. Value of employer securities2016-06-30$58,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : BARTELS TOOLS RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$5,000
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$55,000
Total plan assets at beginning of year2015-06-30$50,000
Other income received2015-06-30$5,000
Net income (gross income less expenses)2015-06-30$5,000
Net plan assets at end of year (total assets less liabilities)2015-06-30$55,000
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$50,000
Assets. Value of employer securities2015-06-30$55,000
2014 : BARTELS TOOLS RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$8,377
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$50,000
Total plan assets at beginning of year2014-06-30$41,623
Other income received2014-06-30$8,377
Net income (gross income less expenses)2014-06-30$8,377
Net plan assets at end of year (total assets less liabilities)2014-06-30$50,000
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$41,623
Assets. Value of employer securities2014-06-30$50,000
2013 : BARTELS TOOLS RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$41,623
Expenses. Total of all expenses incurred2013-06-30$0
Total plan assets at end of year2013-06-30$41,623
Contributions received from other sources (not participants or employers)2013-06-30$37,474
Other income received2013-06-30$4,149
Net income (gross income less expenses)2013-06-30$41,623
Net plan assets at end of year (total assets less liabilities)2013-06-30$41,623
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$0
Assets. Value of employer securities2013-06-30$41,623

Form 5500 Responses for BARTELS TOOLS RETIREMENT PLAN

2022: BARTELS TOOLS RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: BARTELS TOOLS RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BARTELS TOOLS RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BARTELS TOOLS RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BARTELS TOOLS RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BARTELS TOOLS RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
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
2016: BARTELS TOOLS RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BARTELS TOOLS RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BARTELS TOOLS RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BARTELS TOOLS RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BARTELS TOOLS RETIREMENT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01First time form 5500 has been submittedYes
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes

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