Original filing (PDF)20240429095450NAL0015161507001

LITTLE SHEETS & BARR, LLP

Name: LITTLE SHEETS & BARR, LLP — LITTLE SHEETS & BARR, LLP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LITTLE SHEETS & BARR, LLP

Form 5500-SF

FILING_RECEIVED

LITTLE SHEETS & BARR, LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITTLE SHEETS & BARR, LLP.

Plan sponsor

Name

LITTLE SHEETS & BARR, LLP

EIN

31-1084536

Address

P.O. BOX 686 · 211 - 213 EAST SECOND STREET · POMEROY, OH · 457690686

Phone

(740) 992-2151

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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