OpenERISA

Barnett & Company, INC.

Rancho Santa Margarita, CA, 92688

EIN 58-2684716
Plans
2
Total participants
153
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541211
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Barnett & Company, INC 401(K) Profit Sharing Plan18
2024Form 5500-SF002Barnett & Company, INC. Cash Balance Plan14
2023Form 5500-SF001Barnett & Company, INC. 401(K) Profit Sharing Plan15
2023Form 5500-SF002Barnett & Company, INC. Cash Balance Plan12
2022Form 5500-SF001Barnett & Company, INC. 401(K) Profit Sharing Plan18
2022Form 5500-SF002Barnett & Company, INC. Cash Balance Plan12
2021Form 5500-SF001Barnett & Company, INC. 401(K) Profit Sharing Plan14
2021Form 5500-SF002Barnett & Company, INC. Cash Balance Plan14
2020Form 5500-SF001Barnett & Company, INC. 401(K) Profit Sharing Plan18
2020Form 5500-SF002Barnett & Company, INC. Cash Balance Plan18

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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