How big is TATE Barber's plan?

TATE Barber's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250519112859NAL0001088499001

TATE Barber

Name: TATE Barber — TATE Barber 401(k) Plan, Form 5500 (2024)
Creator: TATE Barber
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TATE Barber 401(k) Plan

401(k) retirement plan · TATE Barber's TATE Barber 401(k) Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

TATE K. Barber signed TATE Barber's 2024 Form 5500 as plan administrator.

TATE K. Barber — 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

TATE Barber's EIN is 75-2900865.

EIN 75-2900865

Plan number 001

Plan year 2024

ACK ID 20250519112859NAL0001088499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TATE Barber from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TATE Barber's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TATE BARBER

EIN

all filings

Address

1502 W. PANOLA ST · CARTHAGE, TX · 75633

Phone

(903) 693-7555

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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