Barrett & Company PLLC Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barrett & Company PLLC
  • Sponsor EIN: 912099351
  • Sponsor Address: 4910 NW CAMAS MEADOWS DRIVE, CAMAS, WA, 98607
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 4
  • Total Assets: $1,871

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1,871$0$6,080
20234$1,871$0$6,550
20223$1,860$0$3,840

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