Patrick J. Barrett, CPA
Plan context: Patrick J. Barrett 401K Plan
EIN 01-0554125 • Weymouth, MA • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,398,364
2024 Contributions
$156,345
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,398,364 | $156,345 | $15,635iApproximate average salary by contribution assumption: employee only about $390,863 at 4% or $260,575 at 6%; with 50% employer match about $260,575 at 4% or $173,717 at 6%; with 100% employer match about $195,431 at 4% or $130,288 at 6%. |
| Patrick J. Barrett 401K Plan | - | 10 | $1,398,364 | $156,345 | $15,635iApproximate average salary by contribution assumption: employee only about $390,863 at 4% or $260,575 at 6%; with 50% employer match about $260,575 at 4% or $173,717 at 6%; with 100% employer match about $195,431 at 4% or $130,288 at 6%. |
| 2023 | 1 | 10 | $1,096,886 | $153,572 | $15,357iApproximate average salary by contribution assumption: employee only about $383,930 at 4% or $255,953 at 6%; with 50% employer match about $255,953 at 4% or $170,636 at 6%; with 100% employer match about $191,965 at 4% or $127,977 at 6%. |
| Patrick J. Barrett 401K Plan | - | 10 | $1,096,886 | $153,572 | $15,357iApproximate average salary by contribution assumption: employee only about $383,930 at 4% or $255,953 at 6%; with 50% employer match about $255,953 at 4% or $170,636 at 6%; with 100% employer match about $191,965 at 4% or $127,977 at 6%. |
| 2022 | 1 | 8 | $822,247 | $96,141 | $12,018iApproximate average salary by contribution assumption: employee only about $300,441 at 4% or $200,294 at 6%; with 50% employer match about $200,294 at 4% or $133,529 at 6%; with 100% employer match about $150,220 at 4% or $100,147 at 6%. |
| Patrick J. Barrett 401K Plan | - | 8 | $822,247 | $96,141 | $12,018iApproximate average salary by contribution assumption: employee only about $300,441 at 4% or $200,294 at 6%; with 50% employer match about $200,294 at 4% or $133,529 at 6%; with 100% employer match about $150,220 at 4% or $100,147 at 6%. |
| 2021 | 1 | 8 | $1,012,300 | $55,021 | $6,878iApproximate average salary by contribution assumption: employee only about $171,941 at 4% or $114,627 at 6%; with 50% employer match about $114,627 at 4% or $76,418 at 6%; with 100% employer match about $85,970 at 4% or $57,314 at 6%. |
| Patrick J. Barrett 401K Plan | - | 8 | $1,012,300 | $55,021 | $6,878iApproximate average salary by contribution assumption: employee only about $171,941 at 4% or $114,627 at 6%; with 50% employer match about $114,627 at 4% or $76,418 at 6%; with 100% employer match about $85,970 at 4% or $57,314 at 6%. |
| 2020 | 1 | 7 | $858,780 | $73,714 | $10,531iApproximate average salary by contribution assumption: employee only about $263,264 at 4% or $175,510 at 6%; with 50% employer match about $175,510 at 4% or $117,006 at 6%; with 100% employer match about $131,632 at 4% or $87,755 at 6%. |
| Patrick J. Barrett 401K Plan | - | 7 | $858,780 | $73,714 | $10,531iApproximate average salary by contribution assumption: employee only about $263,264 at 4% or $175,510 at 6%; with 50% employer match about $175,510 at 4% or $117,006 at 6%; with 100% employer match about $131,632 at 4% or $87,755 at 6%. |
| 2019 | 1 | 7 | $730,067 | $37,019 | $5,288iApproximate average salary by contribution assumption: employee only about $132,211 at 4% or $88,140 at 6%; with 50% employer match about $88,140 at 4% or $58,760 at 6%; with 100% employer match about $66,105 at 4% or $44,070 at 6%. |
| Patrick J. Barrett 401K Plan | - | 7 | $730,067 | $37,019 | $5,288iApproximate average salary by contribution assumption: employee only about $132,211 at 4% or $88,140 at 6%; with 50% employer match about $88,140 at 4% or $58,760 at 6%; with 100% employer match about $66,105 at 4% or $44,070 at 6%. |
| 2018 | 1 | 6 | $613,855 | $36,266 | $6,044iApproximate average salary by contribution assumption: employee only about $151,108 at 4% or $100,739 at 6%; with 50% employer match about $100,739 at 4% or $67,159 at 6%; with 100% employer match about $75,554 at 4% or $50,369 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $613,855 | $36,266 | $6,044iApproximate average salary by contribution assumption: employee only about $151,108 at 4% or $100,739 at 6%; with 50% employer match about $100,739 at 4% or $67,159 at 6%; with 100% employer match about $75,554 at 4% or $50,369 at 6%. |
| 2017 | 1 | 7 | $909,758 | $41,127 | $5,875iApproximate average salary by contribution assumption: employee only about $146,882 at 4% or $97,921 at 6%; with 50% employer match about $97,921 at 4% or $65,281 at 6%; with 100% employer match about $73,441 at 4% or $48,961 at 6%. |
| Patrick J. Barrett 401K Plan | - | 7 | $909,758 | $41,127 | $5,875iApproximate average salary by contribution assumption: employee only about $146,882 at 4% or $97,921 at 6%; with 50% employer match about $97,921 at 4% or $65,281 at 6%; with 100% employer match about $73,441 at 4% or $48,961 at 6%. |
| 2016 | 1 | 7 | $801,479 | $38,366 | $5,481iApproximate average salary by contribution assumption: employee only about $137,021 at 4% or $91,348 at 6%; with 50% employer match about $91,348 at 4% or $60,898 at 6%; with 100% employer match about $68,511 at 4% or $45,674 at 6%. |
| Patrick J. Barrett 401K Plan | - | 7 | $801,479 | $38,366 | $5,481iApproximate average salary by contribution assumption: employee only about $137,021 at 4% or $91,348 at 6%; with 50% employer match about $91,348 at 4% or $60,898 at 6%; with 100% employer match about $68,511 at 4% or $45,674 at 6%. |
| 2015 | 1 | 6 | $726,536 | $39,121 | $6,520iApproximate average salary by contribution assumption: employee only about $163,004 at 4% or $108,669 at 6%; with 50% employer match about $108,669 at 4% or $72,446 at 6%; with 100% employer match about $81,502 at 4% or $54,335 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $726,536 | $39,121 | $6,520iApproximate average salary by contribution assumption: employee only about $163,004 at 4% or $108,669 at 6%; with 50% employer match about $108,669 at 4% or $72,446 at 6%; with 100% employer match about $81,502 at 4% or $54,335 at 6%. |
| 2014 | 1 | 6 | $707,326 | $55,229 | $9,205iApproximate average salary by contribution assumption: employee only about $230,121 at 4% or $153,414 at 6%; with 50% employer match about $153,414 at 4% or $102,276 at 6%; with 100% employer match about $115,060 at 4% or $76,707 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $707,326 | $55,229 | $9,205iApproximate average salary by contribution assumption: employee only about $230,121 at 4% or $153,414 at 6%; with 50% employer match about $153,414 at 4% or $102,276 at 6%; with 100% employer match about $115,060 at 4% or $76,707 at 6%. |
| 2013 | 1 | 6 | $626,904 | $51,289 | $8,548iApproximate average salary by contribution assumption: employee only about $213,704 at 4% or $142,469 at 6%; with 50% employer match about $142,469 at 4% or $94,980 at 6%; with 100% employer match about $106,852 at 4% or $71,235 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $626,904 | $51,289 | $8,548iApproximate average salary by contribution assumption: employee only about $213,704 at 4% or $142,469 at 6%; with 50% employer match about $142,469 at 4% or $94,980 at 6%; with 100% employer match about $106,852 at 4% or $71,235 at 6%. |
| 2012 | 1 | 6 | $524,451 | $64,240 | $10,707iApproximate average salary by contribution assumption: employee only about $267,667 at 4% or $178,444 at 6%; with 50% employer match about $178,444 at 4% or $118,963 at 6%; with 100% employer match about $133,833 at 4% or $89,222 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $524,451 | $64,240 | $10,707iApproximate average salary by contribution assumption: employee only about $267,667 at 4% or $178,444 at 6%; with 50% employer match about $178,444 at 4% or $118,963 at 6%; with 100% employer match about $133,833 at 4% or $89,222 at 6%. |
| 2011 | 1 | 6 | $520,870 | $57,000 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| Patrick J. Barrett 401K Plan | - | 6 | $520,870 | $57,000 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| 2010 | 1 | 9 | $541,590 | $62,072 | $6,897iApproximate average salary by contribution assumption: employee only about $172,422 at 4% or $114,948 at 6%; with 50% employer match about $114,948 at 4% or $76,632 at 6%; with 100% employer match about $86,211 at 4% or $57,474 at 6%. |
| Patrick J. Barrett 401K Plan | - | 9 | $541,590 | $62,072 | $6,897iApproximate average salary by contribution assumption: employee only about $172,422 at 4% or $114,948 at 6%; with 50% employer match about $114,948 at 4% or $76,632 at 6%; with 100% employer match about $86,211 at 4% or $57,474 at 6%. |
| 2009 | 1 | 9 | $448,954 | $62,154 | $6,906iApproximate average salary by contribution assumption: employee only about $172,650 at 4% or $115,100 at 6%; with 50% employer match about $115,100 at 4% or $76,733 at 6%; with 100% employer match about $86,325 at 4% or $57,550 at 6%. |
| Patrick J. Barrett 401K Plan | - | 9 | $448,954 | $62,154 | $6,906iApproximate average salary by contribution assumption: employee only about $172,650 at 4% or $115,100 at 6%; with 50% employer match about $115,100 at 4% or $76,733 at 6%; with 100% employer match about $86,325 at 4% or $57,550 at 6%. |
| 2008 | 1 | 11 | $357,541 | $58,465 | $5,315iApproximate average salary by contribution assumption: employee only about $132,875 at 4% or $88,583 at 6%; with 50% employer match about $88,583 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%. |
| Patrick J. Barrett 401K Plan | - | 11 | $357,541 | $58,465 | $5,315iApproximate average salary by contribution assumption: employee only about $132,875 at 4% or $88,583 at 6%; with 50% employer match about $88,583 at 4% or $59,056 at 6%; with 100% employer match about $66,438 at 4% or $44,292 at 6%. |
| 2007 | 1 | 11 | $363,040 | $46,200 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| Patrick J. Barrett 401K Plan | - | 11 | $363,040 | $46,200 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| 2006 | 1 | 11 | $287,499 | $82,367 | $7,488iApproximate average salary by contribution assumption: employee only about $187,198 at 4% or $124,798 at 6%; with 50% employer match about $124,798 at 4% or $83,199 at 6%; with 100% employer match about $93,599 at 4% or $62,399 at 6%. |
| Patrick J. Barrett 401K Plan | - | 11 | $287,499 | $82,367 | $7,488iApproximate average salary by contribution assumption: employee only about $187,198 at 4% or $124,798 at 6%; with 50% employer match about $124,798 at 4% or $83,199 at 6%; with 100% employer match about $93,599 at 4% or $62,399 at 6%. |
| 2005 | 1 | 10 | $193,088 | $30,611 | $3,061iApproximate average salary by contribution assumption: employee only about $76,528 at 4% or $51,018 at 6%; with 50% employer match about $51,018 at 4% or $34,012 at 6%; with 100% employer match about $38,264 at 4% or $25,509 at 6%. |
| Patrick J. Barrett 401K Plan | - | 10 | $193,088 | $30,611 | $3,061iApproximate average salary by contribution assumption: employee only about $76,528 at 4% or $51,018 at 6%; with 50% employer match about $51,018 at 4% or $34,012 at 6%; with 100% employer match about $38,264 at 4% or $25,509 at 6%. |
| 2004 | 1 | 9 | $148,318 | $28,842 | $3,205iApproximate average salary by contribution assumption: employee only about $80,117 at 4% or $53,411 at 6%; with 50% employer match about $53,411 at 4% or $35,607 at 6%; with 100% employer match about $40,058 at 4% or $26,706 at 6%. |
| Patrick J. Barrett 401K Plan | - | 9 | $148,318 | $28,842 | $3,205iApproximate average salary by contribution assumption: employee only about $80,117 at 4% or $53,411 at 6%; with 50% employer match about $53,411 at 4% or $35,607 at 6%; with 100% employer match about $40,058 at 4% or $26,706 at 6%. |
| 2003 | 1 | 8 | $114,261 | $27,173 | $3,397iApproximate average salary by contribution assumption: employee only about $84,916 at 4% or $56,610 at 6%; with 50% employer match about $56,610 at 4% or $37,740 at 6%; with 100% employer match about $42,458 at 4% or $28,305 at 6%. |
| Patrick J. Barrett 401K Plan | - | 8 | $114,261 | $27,173 | $3,397iApproximate average salary by contribution assumption: employee only about $84,916 at 4% or $56,610 at 6%; with 50% employer match about $56,610 at 4% or $37,740 at 6%; with 100% employer match about $42,458 at 4% or $28,305 at 6%. |