How big is Barton CPA PLLC's plan?

Barton CPA PLLC's plan reported $103K in assets and 11 participants for 2025.

Original filing (PDF)20260430220550NAL0000562960062

Barton CPA PLLC

Name: Barton CPA PLLC — Barton CPA 401(k) Plan, Form 5500 (2025)
Creator: Barton CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barton CPA 401(k) Plan

401(k) retirement plan · Barton CPA PLLC's Barton CPA 401(k) Plan held $103K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

People on this filing

Elantha Barry signed Barton CPA PLLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 CPA PLLC's EIN is 88-3886284.

EIN 88-3886284

Plan number 001

Plan year 2025

ACK ID 20260430220550NAL0000562960062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barton CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barton CPA PLLC'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 BARTON CPA 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

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 (86th percentile).

Plan sponsor

Name

BARTON CPA PLLC

EIN

all filings

Address

18554 CENTRAL CREEK DR. · CYPRESS, TX · 77433

Phone

(713) 489-5635

Industry

CPA Offices· Professional & Technical Services

Plan administrator