Barclay & Fersing Inc.
Plan context: Barclay & Persing Inc. Profit Sharing/401K Plan
EIN 03-0283460 • 14 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
11
2008 Assets
$2,351,067
2008 Contributions
$129,531
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $2,351,067 | $129,531 | - |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 0 | $2,351,067 | $129,531 | - |
| 2007 | 1 | 11 | $3,247,104 | $183,058 | $16,642iApproximate average salary by contribution assumption: employee only about $416,041 at 4% or $277,361 at 6%; with 50% employer match about $277,361 at 4% or $184,907 at 6%; with 100% employer match about $208,020 at 4% or $138,680 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 11 | $3,247,104 | $183,058 | $16,642iApproximate average salary by contribution assumption: employee only about $416,041 at 4% or $277,361 at 6%; with 50% employer match about $277,361 at 4% or $184,907 at 6%; with 100% employer match about $208,020 at 4% or $138,680 at 6%. |
| 2006 | 1 | 13 | $2,956,472 | $208,362 | $16,028iApproximate average salary by contribution assumption: employee only about $400,696 at 4% or $267,131 at 6%; with 50% employer match about $267,131 at 4% or $178,087 at 6%; with 100% employer match about $200,348 at 4% or $133,565 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 13 | $2,956,472 | $208,362 | $16,028iApproximate average salary by contribution assumption: employee only about $400,696 at 4% or $267,131 at 6%; with 50% employer match about $267,131 at 4% or $178,087 at 6%; with 100% employer match about $200,348 at 4% or $133,565 at 6%. |
| 2005 | 1 | 13 | $2,544,156 | $199,050 | $15,312iApproximate average salary by contribution assumption: employee only about $382,788 at 4% or $255,192 at 6%; with 50% employer match about $255,192 at 4% or $170,128 at 6%; with 100% employer match about $191,394 at 4% or $127,596 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 13 | $2,544,156 | $199,050 | $15,312iApproximate average salary by contribution assumption: employee only about $382,788 at 4% or $255,192 at 6%; with 50% employer match about $255,192 at 4% or $170,128 at 6%; with 100% employer match about $191,394 at 4% or $127,596 at 6%. |
| 2004 | 1 | 13 | $3,966,364 | $201,314 | $15,486iApproximate average salary by contribution assumption: employee only about $387,142 at 4% or $258,095 at 6%; with 50% employer match about $258,095 at 4% or $172,063 at 6%; with 100% employer match about $193,571 at 4% or $129,047 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 13 | $3,966,364 | $201,314 | $15,486iApproximate average salary by contribution assumption: employee only about $387,142 at 4% or $258,095 at 6%; with 50% employer match about $258,095 at 4% or $172,063 at 6%; with 100% employer match about $193,571 at 4% or $129,047 at 6%. |
| 2003 | 1 | 14 | $3,584,021 | $188,778 | $13,484iApproximate average salary by contribution assumption: employee only about $337,104 at 4% or $224,736 at 6%; with 50% employer match about $224,736 at 4% or $149,824 at 6%; with 100% employer match about $168,552 at 4% or $112,368 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 14 | $3,584,021 | $188,778 | $13,484iApproximate average salary by contribution assumption: employee only about $337,104 at 4% or $224,736 at 6%; with 50% employer match about $224,736 at 4% or $149,824 at 6%; with 100% employer match about $168,552 at 4% or $112,368 at 6%. |
| 2002 | 2 | 13 | $2,965,034 | $188,770 | $14,521iApproximate average salary by contribution assumption: employee only about $363,019 at 4% or $242,013 at 6%; with 50% employer match about $242,013 at 4% or $161,342 at 6%; with 100% employer match about $181,510 at 4% or $121,006 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 13 | $2,965,034 | $188,770 | $14,521iApproximate average salary by contribution assumption: employee only about $363,019 at 4% or $242,013 at 6%; with 50% employer match about $242,013 at 4% or $161,342 at 6%; with 100% employer match about $181,510 at 4% or $121,006 at 6%. |
| Barclay & Fersing Inc. Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| 2001 | 2 | 11 | $0 | $0 | - |
| Barclay & Fersing Inc. Money Purchase Pension Plan & Trust | - | 11 | - | - | - |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 11 | - | - | - |
| 2000 | 2 | 11 | $3,151,316 | $127,658 | $11,605iApproximate average salary by contribution assumption: employee only about $290,132 at 4% or $193,421 at 6%; with 50% employer match about $193,421 at 4% or $128,947 at 6%; with 100% employer match about $145,066 at 4% or $96,711 at 6%. |
| Barclay & Fersing Inc. Money Purchase Pension Plan & Trust | - | 11 | $2,216,827 | $69,163 | $6,288iApproximate average salary by contribution assumption: employee only about $157,189 at 4% or $104,792 at 6%; with 50% employer match about $104,792 at 4% or $69,862 at 6%; with 100% employer match about $78,594 at 4% or $52,396 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 11 | $934,489 | $58,495 | $5,318iApproximate average salary by contribution assumption: employee only about $132,943 at 4% or $88,629 at 6%; with 50% employer match about $88,629 at 4% or $59,086 at 6%; with 100% employer match about $66,472 at 4% or $44,314 at 6%. |
| 1999 | 2 | 10 | $3,503,616 | $72,147 | $7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,245 at 6%; with 50% employer match about $120,245 at 4% or $80,163 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%. |
| Barclay & Fersing Inc. Money Purchase Pension Plan & Trust | - | 10 | $2,426,971 | $72,147 | $7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,245 at 6%; with 50% employer match about $120,245 at 4% or $80,163 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%. |
| Barclay & Persing Inc. Profit Sharing/401K Plan | - | 0 | $1,076,645 | - | - |