Plan5500

Barreto Investment Group Inc. — 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, Barreto Investment Group Inc. (EIN 47-2367408) is a plan sponsor located in Grain Valley, MO 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
47-2367408
Location
Grain Valley, MO
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,139,179
Total reported assets$1.1M$1,139,179
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$2.5K
Participant contributions$2.5K
Total income / additions$18K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1.3K
Net increase / (decrease)$16.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Barreto Investment Group Inc. Retirement Plan
Participants per plan3Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Barreto Investment Group Inc. Retirement Plan$1.1M
    Plan #001 · 3 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Barreto Investment Group Inc.
YearPlanParticipantsSchedulesFiling
2023Barreto Investment Group Inc. Retirement Plan3I20240723155003NAL0007469923001

Related Form 5500 pages