Civic Intelligence

Barrett Financial Group LLC

Plan context: Barrett Financial Group, L.L.C. 401K Plan

EIN 01-0628113 • Gilbert, AZ • 14 filings • 3 plans

2314 S Val Vista Dr Ste 201Gilbert, AZ 85295-5594
Current Snapshot

Latest Year

2024

2024 Participants

883

2024 Assets

$7,163,229

2024 Contributions

$1,899,981

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,163,229$3,581,615$0201520202024YearValue
$7,163,229Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

8834420201520202024YearValue
883Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242883$7,163,229$1,899,981$2,152iApproximate average salary by contribution assumption: employee only about $53,793 at 4% or $35,862 at 6%; with 50% employer match about $35,862 at 4% or $23,908 at 6%; with 100% employer match about $26,897 at 4% or $17,931 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-883$7,163,229$1,899,981$2,152iApproximate average salary by contribution assumption: employee only about $53,793 at 4% or $35,862 at 6%; with 50% employer match about $35,862 at 4% or $23,908 at 6%; with 100% employer match about $26,897 at 4% or $17,931 at 6%.
Barrett Financial Group LLC Employee Benefits Plan-382---
20232622$5,849,718$2,115,236$3,401iApproximate average salary by contribution assumption: employee only about $85,018 at 4% or $56,678 at 6%; with 50% employer match about $56,678 at 4% or $37,786 at 6%; with 100% employer match about $42,509 at 4% or $28,339 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-622$5,849,718$2,115,236$3,401iApproximate average salary by contribution assumption: employee only about $85,018 at 4% or $56,678 at 6%; with 50% employer match about $56,678 at 4% or $37,786 at 6%; with 100% employer match about $42,509 at 4% or $28,339 at 6%.
Barrett Financial Group LLC Employee Benefits Plan-317---
20222477$3,801,954$1,519,086$3,185iApproximate average salary by contribution assumption: employee only about $79,617 at 4% or $53,078 at 6%; with 50% employer match about $53,078 at 4% or $35,385 at 6%; with 100% employer match about $39,808 at 4% or $26,539 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-394$3,801,954$1,519,086$3,856iApproximate average salary by contribution assumption: employee only about $96,389 at 4% or $64,259 at 6%; with 50% employer match about $64,259 at 4% or $42,839 at 6%; with 100% employer match about $48,194 at 4% or $32,130 at 6%.
Barrett Financial Group LLC Employee Benefits Plan-477---
20212272$3,134,123$331,478$1,219iApproximate average salary by contribution assumption: employee only about $30,467 at 4% or $20,311 at 6%; with 50% employer match about $20,311 at 4% or $13,541 at 6%; with 100% employer match about $15,233 at 4% or $10,156 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-265$3,134,123$331,478$1,251iApproximate average salary by contribution assumption: employee only about $31,272 at 4% or $20,848 at 6%; with 50% employer match about $20,848 at 4% or $13,898 at 6%; with 100% employer match about $15,636 at 4% or $10,424 at 6%.
Barrett Financial Group LLC Employee Benefits Plan-272---
20201303$1,536,069$935,759$3,088iApproximate average salary by contribution assumption: employee only about $77,208 at 4% or $51,472 at 6%; with 50% employer match about $51,472 at 4% or $34,315 at 6%; with 100% employer match about $38,604 at 4% or $25,736 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-303$1,536,069$935,759$3,088iApproximate average salary by contribution assumption: employee only about $77,208 at 4% or $51,472 at 6%; with 50% employer match about $51,472 at 4% or $34,315 at 6%; with 100% employer match about $38,604 at 4% or $25,736 at 6%.
2019120$432,309$260,521$13,026iApproximate average salary by contribution assumption: employee only about $325,651 at 4% or $217,101 at 6%; with 50% employer match about $217,101 at 4% or $144,734 at 6%; with 100% employer match about $162,826 at 4% or $108,550 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-20$432,309$260,521$13,026iApproximate average salary by contribution assumption: employee only about $325,651 at 4% or $217,101 at 6%; with 50% employer match about $217,101 at 4% or $144,734 at 6%; with 100% employer match about $162,826 at 4% or $108,550 at 6%.
201816$160,065$55,465$9,244iApproximate average salary by contribution assumption: employee only about $231,104 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,035 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-6$160,065$55,465$9,244iApproximate average salary by contribution assumption: employee only about $231,104 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,035 at 6%.
201714$113,544$30,684$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-4$113,544$30,684$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
201613$69,155$43,271$14,424iApproximate average salary by contribution assumption: employee only about $360,592 at 4% or $240,394 at 6%; with 50% employer match about $240,394 at 4% or $160,263 at 6%; with 100% employer match about $180,296 at 4% or $120,197 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-3$69,155$43,271$14,424iApproximate average salary by contribution assumption: employee only about $360,592 at 4% or $240,394 at 6%; with 50% employer match about $240,394 at 4% or $160,263 at 6%; with 100% employer match about $180,296 at 4% or $120,197 at 6%.
201512$21,462$21,803$10,902iApproximate average salary by contribution assumption: employee only about $272,538 at 4% or $181,692 at 6%; with 50% employer match about $181,692 at 4% or $121,128 at 6%; with 100% employer match about $136,269 at 4% or $90,846 at 6%.
Barrett Financial Group, L.L.C. 401K Plan-2$21,462$21,803$10,902iApproximate average salary by contribution assumption: employee only about $272,538 at 4% or $181,692 at 6%; with 50% employer match about $181,692 at 4% or $121,128 at 6%; with 100% employer match about $136,269 at 4% or $90,846 at 6%.