How big is Long, Barrell & Co., Ltd.'s plan?

Long, Barrell & Co., Ltd.'s plan reported $897K in assets and 5 participants for 2024.

Original filing (PDF)20250602130105NAL0027712194001

Long, Barrell & Co., Ltd.

Name: Long, Barrell & Co., Ltd. — Long, Barrell & Co., Form 5500 (2024)
Creator: Long, Barrell & Co., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Long, Barrell & Co., Ltd. 401(k)/ Profit Sharing Plan

401(k) retirement plan · Long, Barrell & Co., Ltd.'s Long, Barrell & Co., Ltd. 401(k)/ Profit Sharing Plan held $897K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

People on this filing

Kimberly Fox signed Long, Barrell & Co., Ltd.'s 2024 Form 5500 as plan administrator.

Kimberly Fox — 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

Long, Barrell & Co., Ltd.'s EIN is 23-2321121.

EIN 23-2321121

Plan number 001

Plan year 2024

ACK ID 20250602130105NAL0027712194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Long, Barrell & Co., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Long, Barrell & Co., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONG, BARRELL & CO., LTD.

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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