How big is Barnes Asset Management Group's plan?

Barnes Asset Management Group's plan reported $332K in assets and 5 participants for 2023.

Original filing (PDF)20240405114932NAL0009519555001

Barnes Asset Management Group

Name: Barnes Asset Management Group — Barnes Asset, Form 5500 (2023)
Creator: Barnes Asset Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Asset Management Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Barnes Asset Management Group's Barnes Asset Management Group 401(k) Profit Sharing Plan & Trust held $332K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

Madison Boyland signed Barnes Asset Management Group's 2023 Form 5500 as plan administrator.

Madison Boyland — 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

Barnes Asset Management Group's EIN is 81-2074257.

EIN 81-2074257

Plan number 001

Plan year 2023

ACK ID 20240405114932NAL0009519555001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Barnes Asset Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Barnes Asset Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARNES ASSET MANAGEMENT GROUP.

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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

Knocking points off