How big is Lorna M. Barte, M.D., and Associates' plan?

Lorna M. Barte, M.D., and Associates' plan reported $878K in assets and 4 participants for 2024.

Original filing (PDF)20251006170608NAL0004048689001

Lorna M. Barte, M.D., and Associates

Name: Lorna M. Barte, M.D., and Associates — Lorna M., Form 5500 (2024)
Creator: Lorna M. Barte, M.D., and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lorna M. Barte, M.D., and Associates Retirement Plan

401(k) retirement plan · Lorna M. Barte, M.D., and Associates' Lorna M. Barte, M.D., and Associates Retirement Plan held $878K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$878K

Net assets (EOY)

$878K

Plan identifiers

Lorna M. Barte, M.D., and Associates' EIN is 20-4469087.

EIN 20-4469087

Plan number 002

Plan year 2024

ACK ID 20251006170608NAL0004048689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lorna M. Barte, M.D., and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lorna M. Barte, M.D., and Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORNA M. BARTE, M.D., AND ASSOCIATES.

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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