How big is Barbara Stewart, PLLC's plan?

Barbara Stewart, PLLC's plan reported $163K in assets and 1 participants for 2024.

Original filing (PDF)20250729102247NAL0003647040001

Barbara Stewart, PLLC

Name: Barbara Stewart, PLLC — Barbara Stewart 401(k) &, Form 5500 (2024)
Creator: Barbara Stewart, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barbara Stewart 401(k) & Profit Sharing Plan

401(k) retirement plan · Barbara Stewart, PLLC's Barbara Stewart 401(k) & Profit Sharing Plan held $163K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Amanda Barcalow signed Barbara Stewart, PLLC's 2024 Form 5500 as plan administrator.

Amanda Barcalow — 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

Barbara Stewart, PLLC's EIN is 81-4874975.

EIN 81-4874975

Plan number 001

Plan year 2024

ACK ID 20250729102247NAL0003647040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barbara Stewart, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barbara Stewart, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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