How big is Kathleen Barone's plan?

Kathleen Barone's plan reported $10K in assets and 6 participants for 2024.

Original filing (PDF)20250626084159NAL0020462146001

Kathleen Barone

Name: Kathleen Barone — Kathleen Barone 401(k), Form 5500 (2024)
Creator: Kathleen Barone
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen Barone 401(k)

401(k) retirement plan · Kathleen Barone's Kathleen Barone 401(k) held $10K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Shirley Horner signed Kathleen Barone's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kathleen Barone's EIN is 06-1328977.

EIN 06-1328977

Plan number 001

Plan year 2024

ACK ID 20250626084159NAL0020462146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen Barone from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen Barone's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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