Barton Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barton Associates, INC.
  • Sponsor EIN: 231705429
  • Sponsor Address: 221 WEST PHILADELPHIA ST, YORK, PA, 17401
  • Plan Type: DC
  • Total Participants: 78
  • Total Assets: $7.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202478$7.9M$213,982$0
202383$7.3M$293,982$0
202265$5.5M$214,333$0

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