Plan5500

Barrett Financial Group, L.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Barrett Financial Group, L.L.C. (EIN 01-0628113) is a plan sponsor located in Gilbert, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0628113
Location
Gilbert, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Barrett Financial Group, L.L.C.

  • 2 loaded plans hold $5.8M in reported assets.
  • The largest, Barrett Financial Group, L.L.C. 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 822 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,849,718
Total reported assets$5.8M$5,849,718
Total reported participants822
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.8M total assets
Net assets$5.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$935.6K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$609.8K
Total expenses$882.5K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Barrett Financial Group, L.L.C. 401k Plan
Participants per plan411Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Barrett Financial Group, L.L.C. 401k Plan$5.8M
    Plan #001 · 526 participants · 2023
  2. 2
    Barrett Financial Group, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 296 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Barrett Financial Group, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Barrett Financial Group, LLC Employee Benefits Plan296 participants · 2No schedules
    View filing →
  2. 2023
    Barrett Financial Group, L.L.C. 401k Plan526 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Barrett Financial Group, L.L.C. report on Form 5500?
Barrett Financial Group, L.L.C. (EIN 01-0628113) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Barrett Financial Group, L.L.C.?
The Employer Identification Number (EIN) reported for Barrett Financial Group, L.L.C. is 01-0628113.
What is the latest Form 5500 filing year for Barrett Financial Group, L.L.C.?
The latest loaded Form 5500 filing year for Barrett Financial Group, L.L.C. is 2023.

Related Form 5500 pages