How big is Mary Barnard's plan?

Mary Barnard's plan reported $2.1M in assets and 8 participants for 2024.

Original filing (PDF)20250930163734NAL0012522689001

Mary Barnard

Name: Mary Barnard — Mary Barnard Profit Sharing/401(k), Form 5500 (2024)
Creator: Mary Barnard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mary Barnard Profit Sharing/401(k) Plan

401(k) retirement plan · Mary Barnard's Mary Barnard Profit Sharing/401(k) Plan held $2.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Brian Barnard signed Mary Barnard's 2024 Form 5500 as plan administrator.

Brian Barnard — 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

Mary Barnard's EIN is 94-2641529.

EIN 94-2641529

Plan number 001

Plan year 2024

ACK ID 20250930163734NAL0012522689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mary Barnard's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

MARY BARNARD

EIN

all filings

Address

2190 STOKES STREET, #201 · SAN JOSE, CA · 95128

Phone

(408) 888-0311

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator