BARTELS TOOLS, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: BARTELS TOOLS RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 1 |
Number of participants with account balances | 2022-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: BARTELS TOOLS RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 1 |
Number of participants with account balances | 2021-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: BARTELS TOOLS RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 1 |
Number of participants with account balances | 2020-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: BARTELS TOOLS RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 1 |
Number of participants with account balances | 2019-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: BARTELS TOOLS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 1 |
Number of participants with account balances | 2018-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: BARTELS TOOLS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 1 |
Number of participants with account balances | 2017-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: BARTELS TOOLS RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 1 |
Number of participants with account balances | 2016-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: BARTELS TOOLS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 1 |
Number of participants with account balances | 2015-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: BARTELS TOOLS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 1 |
Number of participants with account balances | 2014-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: BARTELS TOOLS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 1 |
Number of participants with account balances | 2013-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: BARTELS TOOLS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 0 |
Total of all active and inactive participants | 2012-08-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
Total participants | 2012-08-01 | 1 |
Number of participants with account balances | 2012-08-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
Measure | Date | Value |
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2023 : BARTELS TOOLS RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-06-30 | $52,900 |
Expenses. Total of all expenses incurred | 2023-06-30 | $0 |
Total plan assets at end of year | 2023-06-30 | $195,600 |
Total plan assets at beginning of year | 2023-06-30 | $142,700 |
Other income received | 2023-06-30 | $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 securities | 2023-06-30 | $195,600 |
2022 : BARTELS TOOLS RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-06-30 | $44,200 |
Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
Total plan assets at end of year | 2022-06-30 | $142,700 |
Total plan assets at beginning of year | 2022-06-30 | $98,500 |
Other income received | 2022-06-30 | $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 securities | 2022-06-30 | $142,700 |
2021 : BARTELS TOOLS RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-06-30 | $24,900 |
Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
Total plan assets at end of year | 2021-06-30 | $98,500 |
Total plan assets at beginning of year | 2021-06-30 | $73,600 |
Other income received | 2021-06-30 | $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 securities | 2021-06-30 | $98,500 |
2020 : BARTELS TOOLS RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $19,100 |
Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $73,600 |
Total plan assets at beginning of year | 2020-06-30 | $54,500 |
Other income received | 2020-06-30 | $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 securities | 2020-06-30 | $73,600 |
2019 : BARTELS TOOLS RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $-18,500 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $54,500 |
Total plan assets at beginning of year | 2019-06-30 | $73,000 |
Other income received | 2019-06-30 | $-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 securities | 2019-06-30 | $54,500 |
2018 : BARTELS TOOLS RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $9,500 |
Expenses. Total of all expenses incurred | 2018-06-30 | $0 |
Total plan assets at end of year | 2018-06-30 | $73,000 |
Total plan assets at beginning of year | 2018-06-30 | $63,500 |
Other income received | 2018-06-30 | $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 securities | 2018-06-30 | $73,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : BARTELS TOOLS RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $5,500 |
Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
Total plan assets at end of year | 2017-06-30 | $63,500 |
Total plan assets at beginning of year | 2017-06-30 | $58,000 |
Other income received | 2017-06-30 | $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 securities | 2017-06-30 | $63,500 |
2016 : BARTELS TOOLS RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $3,000 |
Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
Total plan assets at end of year | 2016-06-30 | $58,000 |
Total plan assets at beginning of year | 2016-06-30 | $55,000 |
Other income received | 2016-06-30 | $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 securities | 2016-06-30 | $58,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : BARTELS TOOLS RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $5,000 |
Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
Total plan assets at end of year | 2015-06-30 | $55,000 |
Total plan assets at beginning of year | 2015-06-30 | $50,000 |
Other income received | 2015-06-30 | $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 securities | 2015-06-30 | $55,000 |
2014 : BARTELS TOOLS RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $8,377 |
Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
Total plan assets at end of year | 2014-06-30 | $50,000 |
Total plan assets at beginning of year | 2014-06-30 | $41,623 |
Other income received | 2014-06-30 | $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 securities | 2014-06-30 | $50,000 |
2013 : BARTELS TOOLS RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $41,623 |
Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
Total plan assets at end of year | 2013-06-30 | $41,623 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $37,474 |
Other income received | 2013-06-30 | $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 securities | 2013-06-30 | $41,623 |
2022: BARTELS TOOLS RETIREMENT PLAN 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: BARTELS TOOLS RETIREMENT PLAN 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: BARTELS TOOLS RETIREMENT PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: BARTELS TOOLS RETIREMENT PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: BARTELS TOOLS RETIREMENT PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: BARTELS TOOLS RETIREMENT PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: BARTELS TOOLS RETIREMENT PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: BARTELS TOOLS RETIREMENT PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: BARTELS TOOLS RETIREMENT PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: BARTELS TOOLS RETIREMENT PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: BARTELS TOOLS RETIREMENT PLAN 2012 form 5500 responses |
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2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | First time form 5500 has been submitted | Yes |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-08-01 | Plan is a collectively bargained plan | No |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |