How big is Barnes Tax & Advisors Services, LLC's plan?

Barnes Tax & Advisors Services, LLC's plan reported $1.5M in assets and 6 participants for 2025.

Original filing (PDF)20260513101738NAL0006250115001

Barnes Tax & Advisors Services, LLC

Name: Barnes Tax & Advisors Services, LLC — Barnes Tax &, Form 5500 (2025)
Creator: Barnes Tax & Advisors Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Tax & Advisors Services, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Barnes Tax & Advisors Services, LLC's Barnes Tax & Advisors Services, LLC Cash Balance Pension Plan held $1.5M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Barnes Tax & Advisors Services, LLC's EIN is 45-5439667.

EIN 45-5439667

Plan number 003

Plan year 2025

ACK ID 20260513101738NAL0006250115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barnes Tax & Advisors Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barnes Tax & Advisors Services, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARNES TAX & ADVISORS SERVICES, LLC.

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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 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