Original filing (PDF)20240301160006NAL0020126288002

WYLIE D. BARNETT

Name: WYLIE D. BARNETT — WYLIE BARNETT REALTY - FIDELITY SELF-EMPLOYED 401(K), Form 5500 (2023)
Creator: WYLIE D. BARNETT

Form 5500-SF

FILING_RECEIVED

WYLIE BARNETT REALTY - FIDELITY SELF-EMPLOYED 401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WYLIE D. BARNETT.

Plan sponsor

Name

WYLIE D. BARNETT

DBA

WYLIE BARNETT REALTY

EIN

45-3506701all filings

Address

7039 MOSSVINE DR · DALLAS, TX · 75254

Phone

(831) 277-4917

Industry

Real Estatesee 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

2024-03-01

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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