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BARTON EXCAVATING INC. 401(K) PLAN 401k Plan overview

Plan NameBARTON EXCAVATING INC. 401(K) PLAN
Plan identification number 001

BARTON EXCAVATING INC. 401(K) 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

BARTON EXCAVATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARTON EXCAVATING, INC.
Employer identification number (EIN):870644187
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTON EXCAVATING INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RENAE ANDERSON2024-07-11
0012022-01-01LAMAR A BARTON2023-07-18
0012021-01-01BRAD BARTON2022-07-11
0012020-01-01LAMAR BARTON2021-06-23
0012019-01-01
0012018-01-01LAMAR BARTON
0012017-01-01LAMAR BARTON
0012016-01-01LAMAR BARTON
0012015-01-01LAMAR BARTON LAMAR BARTON2016-05-17
0012014-01-01LAMAR BARTON LAMAR BARTON2015-04-16
0012013-01-01LAMAR A BARTON LAMAR A BARTON2014-05-20
0012012-01-01LAMAR A BARTON LAMAR A BARTON2013-05-02
0012011-01-01LAMAR BARTON LAMAR BARTON2012-05-22
0012009-01-01LAMAR A BARTON LAMAR A BARTON2010-07-01

Financial Data on BARTON EXCAVATING INC. 401(K) PLAN

Measure Date Value
2025 : BARTON EXCAVATING INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-221338
Net assets as of the end of the plan year2025-07-22417446
Total assets as of the beginning of the plan year2025-07-22356243
Value of plan covered by a fidelity bond2025-07-2260000
Participant contributions to plan in this plan year2025-07-2217314
Other expenses paid from plan in this plan year2025-07-22544
Other income to plan in this plan year2025-07-2234777
Plan net income in this plan year2025-07-2261203
Net assets as of the end of the plan year2025-07-22417446
Net assets as of the beginning of the plan year2025-07-22356243
Employer contributions to plan in this plan year2025-07-2210450
2024 : BARTON EXCAVATING INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-11137863
Net assets as of the end of the plan year2024-07-11356243
Total assets as of the beginning of the plan year2024-07-11435385
Value of plan covered by a fidelity bond2024-07-1160000
Participant contributions to plan in this plan year2024-07-115852
Other expenses paid from plan in this plan year2024-07-11497
Other income to plan in this plan year2024-07-1145824
Plan net income in this plan year2024-07-11-79142
Net assets as of the end of the plan year2024-07-11356243
Net assets as of the beginning of the plan year2024-07-11435385
Employer contributions to plan in this plan year2024-07-117045
2022 : BARTON EXCAVATING INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-112500
Net assets as of the end of the plan year2022-07-11574376
Total assets as of the beginning of the plan year2022-07-11504989
Value of plan covered by a fidelity bond2022-07-1155000
Participant contributions to plan in this plan year2022-07-114001
Other income to plan in this plan year2022-07-1162162
Plan net income in this plan year2022-07-1169387
Net assets as of the end of the plan year2022-07-11574376
Net assets as of the beginning of the plan year2022-07-11504989
Employer contributions to plan in this plan year2022-07-115724
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-111224
2019 : BARTON EXCAVATING INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$88,686
Expenses. Total of all expenses incurred2019-12-31$5,862
Benefits paid (including direct rollovers)2019-12-31$4,985
Total plan assets at end of year2019-12-31$433,307
Total plan assets at beginning of year2019-12-31$350,483
Value of fidelity bond covering the plan2019-12-31$40,000
Total contributions received or receivable from participants2019-12-31$13,551
Expenses. Other expenses not covered elsewhere2019-12-31$877
Other income received2019-12-31$68,173
Net income (gross income less expenses)2019-12-31$82,824
Net plan assets at end of year (total assets less liabilities)2019-12-31$433,307
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$350,483
Total contributions received or receivable from employer(s)2019-12-31$6,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BARTON EXCAVATING INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-7,064
Expenses. Total of all expenses incurred2018-12-31$9,272
Benefits paid (including direct rollovers)2018-12-31$8,529
Total plan assets at end of year2018-12-31$350,483
Total plan assets at beginning of year2018-12-31$366,819
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$14,210
Expenses. Other expenses not covered elsewhere2018-12-31$743
Other income received2018-12-31$-28,710
Net income (gross income less expenses)2018-12-31$-16,336
Net plan assets at end of year (total assets less liabilities)2018-12-31$350,483
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$366,819
Total contributions received or receivable from employer(s)2018-12-31$7,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BARTON EXCAVATING INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$74,201
Expenses. Total of all expenses incurred2017-12-31$21,229
Benefits paid (including direct rollovers)2017-12-31$20,725
Total plan assets at end of year2017-12-31$366,819
Total plan assets at beginning of year2017-12-31$313,847
Value of fidelity bond covering the plan2017-12-31$40,000
Total contributions received or receivable from participants2017-12-31$17,062
Contributions received from other sources (not participants or employers)2017-12-31$1,590
Other income received2017-12-31$45,686
Net income (gross income less expenses)2017-12-31$52,972
Net plan assets at end of year (total assets less liabilities)2017-12-31$366,819
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$313,847
Total contributions received or receivable from employer(s)2017-12-31$9,863
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BARTON EXCAVATING INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$42,029
Expenses. Total of all expenses incurred2016-12-31$234
Total plan assets at end of year2016-12-31$313,847
Total plan assets at beginning of year2016-12-31$272,052
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$18,121
Other income received2016-12-31$14,974
Net income (gross income less expenses)2016-12-31$41,795
Net plan assets at end of year (total assets less liabilities)2016-12-31$313,847
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$272,052
Total contributions received or receivable from employer(s)2016-12-31$8,934
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BARTON EXCAVATING INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$13,652
Expenses. Total of all expenses incurred2015-12-31$137
Total plan assets at end of year2015-12-31$272,052
Total plan assets at beginning of year2015-12-31$258,537
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$13,305
Other income received2015-12-31$-6,481
Net income (gross income less expenses)2015-12-31$13,515
Net plan assets at end of year (total assets less liabilities)2015-12-31$272,052
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$258,537
Total contributions received or receivable from employer(s)2015-12-31$6,828
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BARTON EXCAVATING INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,918
Expenses. Total of all expenses incurred2014-12-31$7,250
Benefits paid (including direct rollovers)2014-12-31$7,250
Total plan assets at end of year2014-12-31$258,537
Total plan assets at beginning of year2014-12-31$244,869
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$12,942
Other income received2014-12-31$1,406
Net income (gross income less expenses)2014-12-31$13,668
Net plan assets at end of year (total assets less liabilities)2014-12-31$258,537
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$244,869
Total contributions received or receivable from employer(s)2014-12-31$6,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BARTON EXCAVATING INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$56,401
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$244,869
Total plan assets at beginning of year2013-12-31$188,468
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$14,539
Other income received2013-12-31$34,218
Net income (gross income less expenses)2013-12-31$56,401
Net plan assets at end of year (total assets less liabilities)2013-12-31$244,869
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$188,468
Total contributions received or receivable from employer(s)2013-12-31$7,644
2012 : BARTON EXCAVATING INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$39,735
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$188,468
Total plan assets at beginning of year2012-12-31$148,733
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$14,098
Other income received2012-12-31$18,072
Net income (gross income less expenses)2012-12-31$39,735
Net plan assets at end of year (total assets less liabilities)2012-12-31$188,468
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$148,733
Total contributions received or receivable from employer(s)2012-12-31$7,565
2011 : BARTON EXCAVATING INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$15,659
Expenses. Total of all expenses incurred2011-12-31$3,276
Benefits paid (including direct rollovers)2011-12-31$3,111
Total plan assets at end of year2011-12-31$148,733
Total plan assets at beginning of year2011-12-31$136,350
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$13,753
Other income received2011-12-31$-5,368
Net income (gross income less expenses)2011-12-31$12,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$148,733
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$136,350
Total contributions received or receivable from employer(s)2011-12-31$7,274
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BARTON EXCAVATING INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$33,063
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$136,350
Total plan assets at beginning of year2010-12-31$103,287
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$13,408
Other income received2010-12-31$12,976
Net income (gross income less expenses)2010-12-31$33,063
Net plan assets at end of year (total assets less liabilities)2010-12-31$136,350
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$103,287
Total contributions received or receivable from employer(s)2010-12-31$6,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BARTON EXCAVATING INC. 401(K) PLAN

2019: BARTON EXCAVATING INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: BARTON EXCAVATING INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: BARTON EXCAVATING INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BARTON EXCAVATING INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BARTON EXCAVATING INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BARTON EXCAVATING INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BARTON EXCAVATING INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BARTON EXCAVATING INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BARTON EXCAVATING INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BARTON EXCAVATING INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberSEVERAL
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberSEVERAL
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberSEVERAL
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011225981
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberSEVERAL
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1643489
Policy instance 1
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011225981
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 3
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number1011225981
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1643489
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberSEVERAL
Policy instance 1

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