Original filing (PDF)20250722145639NAL0002531825001

BARBER & ASSOCIATES, P.C.

Name: BARBER & ASSOCIATES, P.C. — BARBER & ASSOCIATES, P.C. M/P PLAN, Form 5500 (2024)
Creator: BARBER & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

BARBER & ASSOCIATES, P.C. M/P PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

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 BARBER & ASSOCIATES, P.C..

Plan sponsor

Name

BARBER & ASSOCIATES, P.C.

EIN

13-3000142all filings

Address

12 ELKAN ROAD · LARCHMONT, NY · 10538

Phone

(914) 834-0743

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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