Original filing (PDF)20250717114704NAL0000220241003

Whittington Associates LLC DBA Barnes Young Wealth Management

Name: Whittington Associates LLC DBA Barnes Young Wealth Management — Form 5500 Plan 002 (2024)
Creator: Whittington Associates LLC DBA Barnes Young Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Young Wealth Management Cash Balance Pension Plan

Defined-benefit pension plan · Whittington Associates LLC DBA Barnes Young Wealth Management's Barnes Young Wealth Management Cash Balance Pension Plan held $28 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28

Net assets (EOY)

$28

People on this filing

Caitlyn Cdebaca signed Whittington Associates LLC DBA Barnes Young Wealth Management's 2024 Form 5500 as plan administrator.

Caitlyn Cdebaca — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whittington Associates LLC DBA Barnes Young Wealth Management's EIN is 47-5341574.

EIN 47-5341574

Plan number 002

Plan year 2024

ACK ID 20250717114704NAL0000220241003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whittington Associates LLC DBA Barnes Young Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whittington Associates LLC DBA Barnes Young Wealth Management's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITTINGTON ASSOCIATES LLC DBA BARNES YOUNG WEALTH MANAGEMENT.

Finding similar companies…

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

Knocking points off