How big is Barker, Rosholt & Simpson, LLP's plan?

Barker, Rosholt & Simpson, LLP's plan reported $2.1M in assets for 2023.

Original filing (PDF)20240917110301NAL0001704243001

Barker, Rosholt & Simpson, LLP

Name: Barker, Rosholt & Simpson, LLP — Barker, Rosholt &, Form 5500 (2023)
Creator: Barker, Rosholt & Simpson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barker, Rosholt & Simpson, LLP 401(k) Plan

401(k) retirement plan · Barker, Rosholt & Simpson, LLP's Barker, Rosholt & Simpson, LLP 401(k) Plan reported $2.1M in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Albert Barker signed Barker, Rosholt & Simpson, LLP's 2023 Form 5500 as plan administrator.

Albert Barker — 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

Barker, Rosholt & Simpson, LLP's EIN is 82-0532497.

EIN 82-0532497

Plan number 001

Plan year 2023

ACK ID 20240917110301NAL0001704243001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Barker, Rosholt & Simpson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Barker, Rosholt & Simpson, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARKER, ROSHOLT & SIMPSON, LLP.

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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