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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.1MReported net assets$1,139,179
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240723155003NAL0007469923001
- Plan sponsor
- Barreto Investment Group Inc.
- EIN
- 47-2367408
- Plan number
- 001
- Location
- Grain Valley, MO
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities—
Full reported line items
- 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