How big is Barton Benson Jones PLLC's plan?

Barton Benson Jones PLLC's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250626163158NAL0008773569001

Barton Benson Jones PLLC

Name: Barton Benson Jones PLLC — Barton Benson Jones PLLC, Form 5500 (2024)
Creator: Barton Benson Jones PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barton Benson Jones PLLC 401(k) Plan

401(k) retirement plan · Barton Benson Jones PLLC's Barton Benson Jones PLLC 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

TERI Burgess signed Barton Benson Jones PLLC's 2024 Form 5500 as plan administrator.

TERI Burgess — 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

Barton Benson Jones PLLC's EIN is 82-5471388.

EIN 82-5471388

Plan number 001

Plan year 2024

ACK ID 20250626163158NAL0008773569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Benson Jones PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Benson Jones PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTON BENSON JONES 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