How big is Carlton Bar Limited Partnership's plan?

Carlton Bar Limited Partnership's plan reported $42K in assets and 15 participants for 2024.

Original filing (PDF)20250718190542NAL0004082018001

Carlton Bar Limited Partnership

Name: Carlton Bar Limited Partnership — Form 5500 (2024)
Creator: Carlton Bar Limited Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Carlton Bar Limited Partnership held $42K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

People on this filing

Shirley Horner signed Carlton Bar Limited Partnership's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Carlton Bar Limited Partnership's EIN is 84-3587007.

EIN 84-3587007

Plan number 001

Plan year 2024

ACK ID 20250718190542NAL0004082018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlton Bar Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlton Bar Limited Partnership'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 CARLTON BAR LIMITED PARTNERSHIP.

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Plan health score

Above-average plan

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