Retirement plan

BARTELT ENGINEERING 401(K) PLAN

Name: BARTELT ENGINEERING - BARTELT ENGINEERING 401(K) PLAN (2024) Form 5500
Creator: BARTELT ENGINEERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTELT ENGINEERING 401(K) PLAN, BARTELT ENGINEERING

BARTELT ENGINEERINGEIN 68-0337986Plan #001PY 2024

1303 JEFFERSON STREET, SUITE 200B - NAPA, CA 94559707-258-1301barteltengineering.comLinkedIn1-10 employeescivil engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+29.3% from 2023

Total participants

0.0% from 2023

Average account balance

$133,634

+17.6% from 2023

Annual return

15.67%

-6.43 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$134K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,634

$160,040-16.5%

$147,096-9.2%

$145,877-8.4%

Participation rate

88.9%

84.0%+4.9pp

82.2%+6.7pp

80.3%+8.6pp

Annual return

15.67%

98.49%-82.8pp

419.75%-404.1pp

551.28%-535.6pp

Employer contribution / active EE

$2,916

$5,289-44.9%

$4,936-40.9%

$4,663-37.5%

Participant deferral / active EE

$14,326

$8,429+70.0%

$8,071+77.5%

$6,691+114.1%

Admin fee / account holder

$15,050-100.0%

$13,005-100.0%

$13,402-100.0%

BARTELT ENGINEERING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BARTELT ENGINEERING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion