How big is Barresi Financial, Inc.'s plan?

Barresi Financial, Inc.'s plan reported $3.1M in assets and 13 participants for 2022.

Original filing (PDF)20231010172643NAL0037854784001

Barresi Financial, Inc.

Name: Barresi Financial, Inc. — Barresi Financial 401(k), Form 5500 (2022)
Creator: Barresi Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barresi Financial 401(k) Plan

401(k) retirement plan · Barresi Financial, Inc.'s Barresi Financial 401(k) Plan held $3.1M in plan assets for 13 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Barresi Financial, Inc.'s EIN is 01-0480358.

EIN 01-0480358

Plan number 333

Plan year 2022

ACK ID 20231010172643NAL0037854784001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Barresi Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Barresi Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRESI FINANCIAL, INC.

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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