How big is Bartels & Stout, Inc.'s plan?

Bartels & Stout, Inc.'s plan reported $954K in assets and 5 participants for 2023.

Original filing (PDF)20250709172105NAL0008368352001

Bartels & Stout, Inc.

Name: Bartels & Stout, Inc. — Bartels & Stout, Inc. Profit, Form 5500 (2023)
Creator: Bartels & Stout, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartels & Stout, Inc. Profit Sharing Plan

401(k) retirement plan · Bartels & Stout, Inc.'s Bartels & Stout, Inc. Profit Sharing Plan held $954K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan identifiers

Bartels & Stout, Inc.'s EIN is 91-1005314.

EIN 91-1005314

Plan number 001

Plan year 2023

ACK ID 20250709172105NAL0008368352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bartels & Stout, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bartels & Stout, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BARTELS & STOUT, INC.

EIN

all filings

Address

2520 157TH AVE SE · BELLEVUE, WA · 98008

Phone

(425) 453-1705

Industry

Wholesale Trade

Plan administrator