How big is Dale Barton Agency's plan?

Dale Barton Agency's plan reported $1.0M in assets and 2 participants for 2022.

Original filing (PDF)20240212104158NAL0023682531001

Dale Barton Agency

Name: Dale Barton Agency — Dale Barton Agency 401(k), Form 5500 (2022)
Creator: Dale Barton Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dale Barton Agency 401(k) Profit Sharing Plan

401(k) retirement plan · Dale Barton Agency's Dale Barton Agency 401(k) Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jamien Clark signed Dale Barton Agency's 2022 Form 5500 as plan administrator.

Jamien Clark — Plan Administrator — Form 5500 signer
Jamie Clark — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dale Barton Agency's EIN is 87-0406240.

EIN 87-0406240

Plan number 002

Plan year 2022

ACK ID 20240212104158NAL0023682531001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Dale Barton Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

DALE BARTON AGENCY

EIN

all filings

Address

1100 EAST 6600 SOUTH, SUITE 400 · SALT LAKE CITY, UT · 841212400

Phone

(801) 288-1600

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator