How big is Stephen Barnes, P.A.'s plan?

Stephen Barnes, P.A.'s plan reported $1.7M in assets and 16 participants for 2024.

Original filing (PDF)20251003114035NAL0001329777001

Stephen Barnes, P.A.

Name: Stephen Barnes, P.A. — Stephen Barnes, PA 401(k), Form 5500 (2024)
Creator: Stephen Barnes, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Barnes, PA 401(k) Safe Harbor Plan

401(k) retirement plan · Stephen Barnes, P.A.'s Stephen Barnes, PA 401(k) Safe Harbor Plan held $1.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Stephen Barnes, P.A.'s EIN is 27-1374263.

EIN 27-1374263

Plan number 001

Plan year 2024

ACK ID 20251003114035NAL0001329777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Barnes, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Barnes, P.A.'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 STEPHEN BARNES, P.A..

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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

Knocking points off