OpenERISA

Barrett Financial Group, L.L.C.

Gilbert, AZ, 85297

EIN 01-0628113
Plans
2
Total participants
3,915
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522292
Plan sponsors in ArizonaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Barrett Financial Group, L.L.C. 401K Plan883
2024Form 5500501Barrett Financial Group, LLC Employee Benefits Plan382
2023Form 5500001Barrett Financial Group, L.L.C. 401K Plan622
2023Form 5500501Barrett Financial Group, LLC Employee Benefits Plan317
2022Form 5500001Barrett Financial Group, L.L.C. 401K Plan394
2022Form 5500501Barrett Financial Group, LLC Employee Benefits Plan477
2021Form 5500001Barrett Financial Group, L.L.C. 401K Plan265
2021Form 5500501Barrett Financial Group, LLC Employee Benefits Plan272
2020Form 5500001Barrett Financial Group LLC 401K Plan303

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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