How big is Soubriet Byrne & Associates, Inc.'s plan?

Soubriet Byrne & Associates, Inc.'s plan reported $311K in assets and 5 participants for 2024.

Original filing (PDF)20251015224149NAL0005990769001

Soubriet Byrne & Associates, Inc.

Name: Soubriet Byrne & Associates, Inc. — SBA and DUB7, Form 5500 (2024)
Creator: Soubriet Byrne & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBA and DUB7 Plan

Defined-benefit pension plan · Soubriet Byrne & Associates, Inc.'s SBA and DUB7 Plan held $311K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Barbara Crittenden for TRPC signed Soubriet Byrne & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Barbara Crittenden for TRPC — 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

Soubriet Byrne & Associates, Inc.'s EIN is 13-3993666.

EIN 13-3993666

Plan number 003

Plan year 2024

ACK ID 20251015224149NAL0005990769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soubriet Byrne & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soubriet Byrne & Associates, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUBRIET BYRNE & ASSOCIATES, 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 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