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MARY BARNARD — MARY BARNARD PROFIT SHARING/401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930163734NAL0012522689001
MARY BARNARD
Form 5500-SF
FILING_RECEIVED
MARY BARNARD PROFIT SHARING/401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARY BARNARD
.
Find decision makers
Plan sponsor
Name
MARY BARNARD
EIN
94-2641529
Address
2190 STOKES STREET, #201 · SAN JOSE, CA · 95128
Phone
(408) 888-0311
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
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
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
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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NOYD & NOYD INSURANCE AGENCY, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NOYD & NOYD 401K
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STRATEGIC WEALTH ADVISORS NETWORK LLC, DBA SWAN, LLC
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$88.3B
