Barreto Investment Group Inc. Retirement Plan — Form 5500 plan (Barreto Investment Group Inc.)
Plain-English plan 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. Retirement Plan is a benefit plan reported by Barreto Investment Group Inc. under EIN 47-2367408 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,139,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barreto Investment Group Inc.
- EIN
- 47-2367408
- Plan number
- 001
- Plan type
- 2
- Location
- Grain Valley, MO
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,139,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240723155003NAL0007469923001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,139,179
- Net assets (EOY)
- $1,139,179
- Net assets (BOY)
- $1,122,480
Income & contributions
- Employer contributions
- $2,470
- Participant contributions
- $2,470
- Total income / additions
- $17,993
Expenses & distributions
- Administrative expenses
- $1,294
- Total expenses
- $1,294
- Net increase / (decrease)
- $16,699
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.