· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARNES PETTEY FINANCIAL ADVISORS, LLC — BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250828112852NAL0005491939001
BARNES PETTEY FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BARNES PETTEY FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
BARNES PETTEY FINANCIAL ADVISORS, LLC
EIN
20-8167191
Address
P.O. BOX 2564 · OXFORD, MS · 38655
Phone
(662) 627-2225
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
THE HADDORFF TEAM
THE HADDORFF TEAM SAFE HARBOR 401(K) PLAN
$2.5M · 13 participants
SAGE FINANCIAL ADVISORS INC.
SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN
$2.5M · 7 participants
O CONNELL FINANCIAL GROUP INC
O CONNELL FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 31 participants
LVZ, INC.
LVZ, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 13 participants
LCJ ASSOCIATES, INC.
LCJ ASSOCIATES, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 8 participants
DESTINY WEALTH PARTNERS, LLC.
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN
$2.5M · 7 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
