How big is David V Barse's plan?

David V Barse's plan reported $609K in assets and 3 participants for 2024.

Original filing (PDF)20250923070804NAL0006480016001

David V Barse

Name: David V Barse — David V Barse 401(k) Plan, Form 5500 (2024)
Creator: David V Barse
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David V Barse 401(k) Plan

401(k) retirement plan · David V Barse's David V Barse 401(k) Plan held $609K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan identifiers

David V Barse's EIN is 84-4206413.

EIN 84-4206413

Plan number 001

Plan year 2024

ACK ID 20250923070804NAL0006480016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David V Barse from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David V Barse's plan includes profit-sharing, ERISA 404(c) participant direction, 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 DAVID V BARSE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

DAVID V BARSE

EIN

all filings

Address

130 N PRESTON ROAD, SUITE 100-519 · PROSPER, TX · 75078

Phone

(844) 752-6933

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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