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Bartlett and Company Profit Sharing Plan
Bartlett and Company, LP, Kansas City MO. Employer ID 454985878, plan number 002. Annual reports on file for 2017 to 2021.
Where the money went
Plans that moved money into this one:
- 2017: money from Bartlett and Company Profit Sharing Plan moved in.
- Filed 2017-2021Bartlett and Company Profit Sharing Plan, Bartlett and Company, LP
- 2020Assets transferred to Savage Companies Retirement & Employee Savings Plan
- TodaySavage Companies Retirement & Employee Savings Plan still files. The Vanguard Group, Inc. keeps the records. That is where to ask.
Records are kept by The Vanguard Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2019: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2017 | 713 | — | Filing |
| 2018 | 749 | 185 | Filing |
| 2019 | 319 | 4 | Filing |
| 2020 | 286 | 3 | Filing |
| 2021 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.