Original filing (PDF)20250613230200NAL0013889539001

Barry I Gilbert TR FBO Barry Gilbert CPA EA INDV 401-K

Name: Barry I Gilbert TR FBO Barry Gilbert CPA EA INDV 401-K — Form 5500 (2024)
Creator: Barry I Gilbert TR FBO Barry Gilbert CPA EA INDV 401-K
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Barry I Gilbert TR FBO Barry Gilbert CPA EA INDV 401-K held $726K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRY I GILBERT TR FBO BARRY GILBERT CPA EA INDV 401-K.

Plan sponsor

Name

BARRY I GILBERT TR FBO BARRY GILBERT CPA EA INDV 401-K

EIN

26-1574575all filings

Address

9449 SECRETARIAT LN · HAYDEN, ID · 83835

Phone

(818) 324-9207

Industry

CPA Offices· Professional & Technical Services

Plan administrator