· 2022–2024 · DOL EFAST2

Barlow, Josephs & Holmes, Ltd. — Barlow, Josephs &, Form 5500 (2022)

Original filing (PDF)20231108084329NAL0031702720001

Barlow, Josephs & Holmes, Ltd.

Form 5500-SF

FILING_RECEIVED

Barlow, Josephs & Holmes, Ltd. Safe Harbor Profit Sharing Plan

401(k) retirement plan · Barlow, Josephs & Holmes, Ltd.'s Barlow, Josephs & Holmes, Ltd. Safe Harbor Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARLOW, JOSEPHS & HOLMES, LTD..

Plan sponsor

Name

BARLOW, JOSEPHS & HOLMES, LTD.

EIN

Address

40 WESTMINSTER STREET · 3RD FLOOR · PROVIDENCE, RI · 02903

Phone

(401) 273-4446

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-06

Filed

2023-11-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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