Civic Intelligence

Barker Financial Group Inc.

Plan context: Barker Financial Group Inc. 401(K) Profit Sharing Plan

EIN 04-3503765 • Topsfield, MA • 20 filings • 3 plans

10 South Main StreetSuite 104Topsfield, MA 01983
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,122,540

2024 Contributions

$189,948

Historical Graphs

Total Assets Over Time

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

$2,122,540$1,061,270$0200520142023YearValue
$2,122,540Latest year 2023

Participants Over Time

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

740200520142023YearValue
6Latest year 2023

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
202410$0$0-
Barker Financial Group Inc. 401(K) Profit Sharing Plan-0$0$0-
202316$2,122,540$189,948$31,658iApproximate average salary by contribution assumption: employee only about $791,450 at 4% or $527,633 at 6%; with 50% employer match about $527,633 at 4% or $351,756 at 6%; with 100% employer match about $395,725 at 4% or $263,817 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-6$2,122,540$189,948$31,658iApproximate average salary by contribution assumption: employee only about $791,450 at 4% or $527,633 at 6%; with 50% employer match about $527,633 at 4% or $351,756 at 6%; with 100% employer match about $395,725 at 4% or $263,817 at 6%.
202216$1,566,316$178,862$29,810iApproximate average salary by contribution assumption: employee only about $745,258 at 4% or $496,839 at 6%; with 50% employer match about $496,839 at 4% or $331,226 at 6%; with 100% employer match about $372,629 at 4% or $248,419 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-6$1,566,316$178,862$29,810iApproximate average salary by contribution assumption: employee only about $745,258 at 4% or $496,839 at 6%; with 50% employer match about $496,839 at 4% or $331,226 at 6%; with 100% employer match about $372,629 at 4% or $248,419 at 6%.
202117$1,923,126$237,585$33,941iApproximate average salary by contribution assumption: employee only about $848,518 at 4% or $565,679 at 6%; with 50% employer match about $565,679 at 4% or $377,119 at 6%; with 100% employer match about $424,259 at 4% or $282,839 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-7$1,923,126$237,585$33,941iApproximate average salary by contribution assumption: employee only about $848,518 at 4% or $565,679 at 6%; with 50% employer match about $565,679 at 4% or $377,119 at 6%; with 100% employer match about $424,259 at 4% or $282,839 at 6%.
202017$1,495,963$148,291$21,184iApproximate average salary by contribution assumption: employee only about $529,611 at 4% or $353,074 at 6%; with 50% employer match about $353,074 at 4% or $235,383 at 6%; with 100% employer match about $264,805 at 4% or $176,537 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-7$1,495,963$148,291$21,184iApproximate average salary by contribution assumption: employee only about $529,611 at 4% or $353,074 at 6%; with 50% employer match about $353,074 at 4% or $235,383 at 6%; with 100% employer match about $264,805 at 4% or $176,537 at 6%.
201916$1,251,282$139,421$23,237iApproximate average salary by contribution assumption: employee only about $580,921 at 4% or $387,281 at 6%; with 50% employer match about $387,281 at 4% or $258,187 at 6%; with 100% employer match about $290,460 at 4% or $193,640 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-6$1,251,282$139,421$23,237iApproximate average salary by contribution assumption: employee only about $580,921 at 4% or $387,281 at 6%; with 50% employer match about $387,281 at 4% or $258,187 at 6%; with 100% employer match about $290,460 at 4% or $193,640 at 6%.
201814$900,938$123,251$30,813iApproximate average salary by contribution assumption: employee only about $770,319 at 4% or $513,546 at 6%; with 50% employer match about $513,546 at 4% or $342,364 at 6%; with 100% employer match about $385,159 at 4% or $256,773 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$900,938$123,251$30,813iApproximate average salary by contribution assumption: employee only about $770,319 at 4% or $513,546 at 6%; with 50% employer match about $513,546 at 4% or $342,364 at 6%; with 100% employer match about $385,159 at 4% or $256,773 at 6%.
201713$848,409$85,355$28,452iApproximate average salary by contribution assumption: employee only about $711,292 at 4% or $474,194 at 6%; with 50% employer match about $474,194 at 4% or $316,130 at 6%; with 100% employer match about $355,646 at 4% or $237,097 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-3$848,409$85,355$28,452iApproximate average salary by contribution assumption: employee only about $711,292 at 4% or $474,194 at 6%; with 50% employer match about $474,194 at 4% or $316,130 at 6%; with 100% employer match about $355,646 at 4% or $237,097 at 6%.
201613$639,054$83,881$27,960iApproximate average salary by contribution assumption: employee only about $699,008 at 4% or $466,006 at 6%; with 50% employer match about $466,006 at 4% or $310,670 at 6%; with 100% employer match about $349,504 at 4% or $233,003 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-3$639,054$83,881$27,960iApproximate average salary by contribution assumption: employee only about $699,008 at 4% or $466,006 at 6%; with 50% employer match about $466,006 at 4% or $310,670 at 6%; with 100% employer match about $349,504 at 4% or $233,003 at 6%.
201514$539,223$108,805$27,201iApproximate average salary by contribution assumption: employee only about $680,031 at 4% or $453,354 at 6%; with 50% employer match about $453,354 at 4% or $302,236 at 6%; with 100% employer match about $340,016 at 4% or $226,677 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$539,223$108,805$27,201iApproximate average salary by contribution assumption: employee only about $680,031 at 4% or $453,354 at 6%; with 50% employer match about $453,354 at 4% or $302,236 at 6%; with 100% employer match about $340,016 at 4% or $226,677 at 6%.
201414$440,879$83,718$20,930iApproximate average salary by contribution assumption: employee only about $523,238 at 4% or $348,825 at 6%; with 50% employer match about $348,825 at 4% or $232,550 at 6%; with 100% employer match about $261,619 at 4% or $174,413 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$440,879$83,718$20,930iApproximate average salary by contribution assumption: employee only about $523,238 at 4% or $348,825 at 6%; with 50% employer match about $348,825 at 4% or $232,550 at 6%; with 100% employer match about $261,619 at 4% or $174,413 at 6%.
201314$436,120$87,862$21,966iApproximate average salary by contribution assumption: employee only about $549,138 at 4% or $366,092 at 6%; with 50% employer match about $366,092 at 4% or $244,061 at 6%; with 100% employer match about $274,569 at 4% or $183,046 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$436,120$87,862$21,966iApproximate average salary by contribution assumption: employee only about $549,138 at 4% or $366,092 at 6%; with 50% employer match about $366,092 at 4% or $244,061 at 6%; with 100% employer match about $274,569 at 4% or $183,046 at 6%.
201214$290,975$77,461$19,365iApproximate average salary by contribution assumption: employee only about $484,131 at 4% or $322,754 at 6%; with 50% employer match about $322,754 at 4% or $215,169 at 6%; with 100% employer match about $242,066 at 4% or $161,377 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$290,975$77,461$19,365iApproximate average salary by contribution assumption: employee only about $484,131 at 4% or $322,754 at 6%; with 50% employer match about $322,754 at 4% or $215,169 at 6%; with 100% employer match about $242,066 at 4% or $161,377 at 6%.
201115$190,915$49,558$9,912iApproximate average salary by contribution assumption: employee only about $247,790 at 4% or $165,193 at 6%; with 50% employer match about $165,193 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-5$190,915$49,558$9,912iApproximate average salary by contribution assumption: employee only about $247,790 at 4% or $165,193 at 6%; with 50% employer match about $165,193 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%.
201015$158,152$39,235$7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-5$158,152$39,235$7,847iApproximate average salary by contribution assumption: employee only about $196,175 at 4% or $130,783 at 6%; with 50% employer match about $130,783 at 4% or $87,189 at 6%; with 100% employer match about $98,088 at 4% or $65,392 at 6%.
200915$103,999$6,356$1,271iApproximate average salary by contribution assumption: employee only about $31,780 at 4% or $21,187 at 6%; with 50% employer match about $21,187 at 4% or $14,124 at 6%; with 100% employer match about $15,890 at 4% or $10,593 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-5$103,999$6,356$1,271iApproximate average salary by contribution assumption: employee only about $31,780 at 4% or $21,187 at 6%; with 50% employer match about $21,187 at 4% or $14,124 at 6%; with 100% employer match about $15,890 at 4% or $10,593 at 6%.
200815$72,207$37,295$7,459iApproximate average salary by contribution assumption: employee only about $186,475 at 4% or $124,317 at 6%; with 50% employer match about $124,317 at 4% or $82,878 at 6%; with 100% employer match about $93,238 at 4% or $62,158 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-5$72,207$37,295$7,459iApproximate average salary by contribution assumption: employee only about $186,475 at 4% or $124,317 at 6%; with 50% employer match about $124,317 at 4% or $82,878 at 6%; with 100% employer match about $93,238 at 4% or $62,158 at 6%.
200713$143,285$33,924$11,308iApproximate average salary by contribution assumption: employee only about $282,700 at 4% or $188,467 at 6%; with 50% employer match about $188,467 at 4% or $125,644 at 6%; with 100% employer match about $141,350 at 4% or $94,233 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-3$143,285$33,924$11,308iApproximate average salary by contribution assumption: employee only about $282,700 at 4% or $188,467 at 6%; with 50% employer match about $188,467 at 4% or $125,644 at 6%; with 100% employer match about $141,350 at 4% or $94,233 at 6%.
200613$87,687$36,033$12,011iApproximate average salary by contribution assumption: employee only about $300,275 at 4% or $200,183 at 6%; with 50% employer match about $200,183 at 4% or $133,456 at 6%; with 100% employer match about $150,138 at 4% or $100,092 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-3$87,687$36,033$12,011iApproximate average salary by contribution assumption: employee only about $300,275 at 4% or $200,183 at 6%; with 50% employer match about $200,183 at 4% or $133,456 at 6%; with 100% employer match about $150,138 at 4% or $100,092 at 6%.
200514$37,734$34,702$8,676iApproximate average salary by contribution assumption: employee only about $216,888 at 4% or $144,592 at 6%; with 50% employer match about $144,592 at 4% or $96,394 at 6%; with 100% employer match about $108,444 at 4% or $72,296 at 6%.
Barker Financial Group Inc. 401(K) Profit Sharing Plan-4$37,734$34,702$8,676iApproximate average salary by contribution assumption: employee only about $216,888 at 4% or $144,592 at 6%; with 50% employer match about $144,592 at 4% or $96,394 at 6%; with 100% employer match about $108,444 at 4% or $72,296 at 6%.