2023 Form 5500 filing — Barreto Investment Group Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723155003NAL0007469923001) for Barreto Investment Group Inc. Retirement Plan, reported by Barreto Investment Group Inc. under EIN 47-2367408 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240723155003NAL0007469923001
Filing year
2023
Form type
2
Plan sponsor
Barreto Investment Group Inc.
EIN
47-2367408
Plan number
001
Location
Grain Valley, MO
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,139,179
Net assets (EOY)
$1,139,179
Employer contributions
$2,470
Participant contributions
$2,470
Total income / additions
$17,993
Administrative expenses
$1,294
Total expenses
$1,294
Net increase / (decrease)
$16,699
Schedule source
Schedule I

Related Form 5500 pages