How big is Casey & Barnett, LLC's plan?

Casey & Barnett, LLC's plan reported $2.1M in assets and 8 participants for 2024.

Original filing (PDF)20251008163102NAL0006133457001

Casey & Barnett, LLC

Name: Casey & Barnett, LLC — Casey & Barnett, LLC Profit, Form 5500 (2024)
Creator: Casey & Barnett, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey & Barnett, LLC Profit Sharing Plan

401(k) retirement plan · Casey & Barnett, LLC's Casey & Barnett, LLC Profit Sharing Plan held $2.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Casey & Barnett, LLC's EIN is 13-4082226.

EIN 13-4082226

Plan number 001

Plan year 2024

ACK ID 20251008163102NAL0006133457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casey & Barnett, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casey & Barnett, LLC'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 CASEY & BARNETT, LLC.

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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