Plan5500

Barnett & Associates Accountancy Corporation — 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, Barnett & Associates Accountancy Corporation (EIN 94-2453766) is a plan sponsor located in South Lake Tahoe, CA 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
94-2453766
Location
South Lake Tahoe, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,162,644
Total reported assets$4.2M$4,245,761
Total reported participants3
Total reported liabilities$83.1K$83,117

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$83.1K
Contributions & income
Employer contributions$882
Participant contributions$30K
Total income / additions$754.6K
Expenses & distributions
Benefits paid / distributions$194.9K
Total expenses$194.9K
Net increase / (decrease)$559.7K

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%Barnett & Associates Accountancy Corp. Profit Sharing 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
    Barnett & Associates Accountancy Corp. Profit Sharing Plan$4.2M
    Plan #003 · 3 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Barnett & Associates Accountancy Corporation
YearPlanParticipantsSchedulesFiling
2023Barnett & Associates Accountancy Corp. Profit Sharing Plan3I20240730182658NAL0012157907001

Related Form 5500 pages