Barnes Wendling Cpas, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Barnes Wendling Cpas, INC.
  • Sponsor EIN: 341463411
  • Sponsor Address: 1350 EUCLID AVE, CLEVELAND, OH, 44115
  • Plan Type: 401(k)
  • Total Participants: 81
  • Total Assets: $21.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202581$21.7M$261,052$943,760
202481$21.7M$261,052$943,760
202375$20.1M$260,139$904,269
202278$16.9M$232,208$949,873

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