Civic Intelligence

Kathleen E. Barrett, DMD PC

Plan context: Kathleen E. Barrett, DMD PC Profit Sharing Plan

EIN 04-3124598 • Wellesley, MA • 18 filings • 2 plans

50 Cartwright RoadWellesley, MA 02482
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$742,218

2019 Contributions

$122,731

Historical Graphs

Total Assets Over Time

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

$742,218$371,109$0200520122018YearValue
$742,218Latest year 2018

Participants Over Time

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

630200420112018YearValue
3Latest year 2018

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
201920$0$0-
Kathleen E. Barrett, DMD PC Profit Sharing Plan-0$0--
KATHLEEN E. BARRETT, DMD, PC CASH BALANCE PLAN-0$0$0-
201823$742,218$122,731$40,910iApproximate average salary by contribution assumption: employee only about $1,022,758 at 4% or $681,839 at 6%; with 50% employer match about $681,839 at 4% or $454,559 at 6%; with 100% employer match about $511,379 at 4% or $340,919 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-3$649,218$29,731$9,910iApproximate average salary by contribution assumption: employee only about $247,758 at 4% or $165,172 at 6%; with 50% employer match about $165,172 at 4% or $110,115 at 6%; with 100% employer match about $123,879 at 4% or $82,586 at 6%.
KATHLEEN E. BARRETT, DMD, PC CASH BALANCE PLAN-3$93,000$93,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201713$678,980$83,103$27,701iApproximate average salary by contribution assumption: employee only about $692,525 at 4% or $461,683 at 6%; with 50% employer match about $461,683 at 4% or $307,789 at 6%; with 100% employer match about $346,263 at 4% or $230,842 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-3$678,980$83,103$27,701iApproximate average salary by contribution assumption: employee only about $692,525 at 4% or $461,683 at 6%; with 50% employer match about $461,683 at 4% or $307,789 at 6%; with 100% employer match about $346,263 at 4% or $230,842 at 6%.
201616$559,362$43,551$7,259iApproximate average salary by contribution assumption: employee only about $181,463 at 4% or $120,975 at 6%; with 50% employer match about $120,975 at 4% or $80,650 at 6%; with 100% employer match about $90,731 at 4% or $60,488 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-6$559,362$43,551$7,259iApproximate average salary by contribution assumption: employee only about $181,463 at 4% or $120,975 at 6%; with 50% employer match about $120,975 at 4% or $80,650 at 6%; with 100% employer match about $90,731 at 4% or $60,488 at 6%.
201516$493,500$47,673$7,946iApproximate average salary by contribution assumption: employee only about $198,638 at 4% or $132,425 at 6%; with 50% employer match about $132,425 at 4% or $88,283 at 6%; with 100% employer match about $99,319 at 4% or $66,213 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-6$493,500$47,673$7,946iApproximate average salary by contribution assumption: employee only about $198,638 at 4% or $132,425 at 6%; with 50% employer match about $132,425 at 4% or $88,283 at 6%; with 100% employer match about $99,319 at 4% or $66,213 at 6%.
201415$464,013$44,176$8,835iApproximate average salary by contribution assumption: employee only about $220,880 at 4% or $147,253 at 6%; with 50% employer match about $147,253 at 4% or $98,169 at 6%; with 100% employer match about $110,440 at 4% or $73,627 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-5$464,013$44,176$8,835iApproximate average salary by contribution assumption: employee only about $220,880 at 4% or $147,253 at 6%; with 50% employer match about $147,253 at 4% or $98,169 at 6%; with 100% employer match about $110,440 at 4% or $73,627 at 6%.
201314$404,172$46,596$11,649iApproximate average salary by contribution assumption: employee only about $291,225 at 4% or $194,150 at 6%; with 50% employer match about $194,150 at 4% or $129,433 at 6%; with 100% employer match about $145,613 at 4% or $97,075 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-4$404,172$46,596$11,649iApproximate average salary by contribution assumption: employee only about $291,225 at 4% or $194,150 at 6%; with 50% employer match about $194,150 at 4% or $129,433 at 6%; with 100% employer match about $145,613 at 4% or $97,075 at 6%.
201215$322,752$45,838$9,168iApproximate average salary by contribution assumption: employee only about $229,190 at 4% or $152,793 at 6%; with 50% employer match about $152,793 at 4% or $101,862 at 6%; with 100% employer match about $114,595 at 4% or $76,397 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-5$322,752$45,838$9,168iApproximate average salary by contribution assumption: employee only about $229,190 at 4% or $152,793 at 6%; with 50% employer match about $152,793 at 4% or $101,862 at 6%; with 100% employer match about $114,595 at 4% or $76,397 at 6%.
201114$254,130$25,150$6,288iApproximate average salary by contribution assumption: employee only about $157,188 at 4% or $104,792 at 6%; with 50% employer match about $104,792 at 4% or $69,861 at 6%; with 100% employer match about $78,594 at 4% or $52,396 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-4$254,130$25,150$6,288iApproximate average salary by contribution assumption: employee only about $157,188 at 4% or $104,792 at 6%; with 50% employer match about $104,792 at 4% or $69,861 at 6%; with 100% employer match about $78,594 at 4% or $52,396 at 6%.
201013$230,745$26,750$8,917iApproximate average salary by contribution assumption: employee only about $222,917 at 4% or $148,611 at 6%; with 50% employer match about $148,611 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,306 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-3$230,745$26,750$8,917iApproximate average salary by contribution assumption: employee only about $222,917 at 4% or $148,611 at 6%; with 50% employer match about $148,611 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,306 at 6%.
200914$206,062$21,700$5,425iApproximate average salary by contribution assumption: employee only about $135,625 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,208 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-4$206,062$21,700$5,425iApproximate average salary by contribution assumption: employee only about $135,625 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,208 at 6%.
200813$138,200$38,100$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-3$138,200$38,100$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
200714$178,649$48,080$12,020iApproximate average salary by contribution assumption: employee only about $300,500 at 4% or $200,333 at 6%; with 50% employer match about $200,333 at 4% or $133,556 at 6%; with 100% employer match about $150,250 at 4% or $100,167 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-4$178,649$48,080$12,020iApproximate average salary by contribution assumption: employee only about $300,500 at 4% or $200,333 at 6%; with 50% employer match about $200,333 at 4% or $133,556 at 6%; with 100% employer match about $150,250 at 4% or $100,167 at 6%.
200614$113,060$38,381$9,595iApproximate average salary by contribution assumption: employee only about $239,881 at 4% or $159,921 at 6%; with 50% employer match about $159,921 at 4% or $106,614 at 6%; with 100% employer match about $119,941 at 4% or $79,960 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-4$113,060$38,381$9,595iApproximate average salary by contribution assumption: employee only about $239,881 at 4% or $159,921 at 6%; with 50% employer match about $159,921 at 4% or $106,614 at 6%; with 100% employer match about $119,941 at 4% or $79,960 at 6%.
200512$62,031$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Kathleen E. Barrett, DMD PC Profit Sharing Plan-2$62,031$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
200412$0$0-
Kathleen E. Barrett, DMD PC Profit Sharing Plan-2---