Jon Barrett Associates, Inc.

Form 5500

JON BARRETT ASSOCIATES, INC.

449 Thames Street, UNIT 309 P.O. Box 30, Newport, Ri 02840 (401) 846-8226 EIN:05-0474585 Plan Admin:James L. Shaw

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$829,996 / $972,497	2023	JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	5 / 4	$829,996 / $972,497
2022	Plan NameJON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$877,762 / $829,996	2022	JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	5 / 5	$877,762 / $829,996
2021	Plan NameJON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$709,352 / $877,762	2021	JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	5 / 5	$709,352 / $877,762
2020	Plan NameJON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$597,053 / $709,352	2020	JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	4 / 4	$597,053 / $709,352
2019	Plan NameJON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$486,591 / $597,053	2019	JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	6 / 4	$486,591 / $597,053