Barton, Klugman & Oetting, LLP 401(k) Plan

Form 5500 filing data for plan year 2022.

Plan Snapshot

  • Plan Sponsor: Barton, Klugman & Oetting, LLP
  • Sponsor EIN: 953681528
  • Sponsor Address: 350 S. GRAND AVE., SUITE 2200, LOS ANGELES, CA, 900713485
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20230$0$170,090$83,036
202216$13.6M$111,712$179,146

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