Civic Intelligence

BARRETT AND COMPANY

Plan context: Barrett & Company 401K Plan

EIN 05-0462791 • Providence, RI • 26 filings • 3 plans

42 Weybosset Street#2Providence, RI 02903
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,667,260

2024 Contributions

$173,355

Historical Graphs

Total Assets Over Time

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

$5,389,046$2,694,523$0199920122024YearValue
$4,667,260Latest year 2024

Participants Over Time

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

27140199920122024YearValue
12Latest 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
2024112$4,667,260$173,355$14,446iApproximate average salary by contribution assumption: employee only about $361,156 at 4% or $240,771 at 6%; with 50% employer match about $240,771 at 4% or $160,514 at 6%; with 100% employer match about $180,578 at 4% or $120,385 at 6%.
Barrett & Company 401K Plan-12$4,667,260$173,355$14,446iApproximate average salary by contribution assumption: employee only about $361,156 at 4% or $240,771 at 6%; with 50% employer match about $240,771 at 4% or $160,514 at 6%; with 100% employer match about $180,578 at 4% or $120,385 at 6%.
202317$3,645,231$121,234$17,319iApproximate average salary by contribution assumption: employee only about $432,979 at 4% or $288,652 at 6%; with 50% employer match about $288,652 at 4% or $192,435 at 6%; with 100% employer match about $216,489 at 4% or $144,326 at 6%.
Barrett & Company 401K Plan-7$3,645,231$121,234$17,319iApproximate average salary by contribution assumption: employee only about $432,979 at 4% or $288,652 at 6%; with 50% employer match about $288,652 at 4% or $192,435 at 6%; with 100% employer match about $216,489 at 4% or $144,326 at 6%.
202218$2,865,098$105,667$13,208iApproximate average salary by contribution assumption: employee only about $330,209 at 4% or $220,140 at 6%; with 50% employer match about $220,140 at 4% or $146,760 at 6%; with 100% employer match about $165,105 at 4% or $110,070 at 6%.
Barrett & Company 401K Plan-8$2,865,098$105,667$13,208iApproximate average salary by contribution assumption: employee only about $330,209 at 4% or $220,140 at 6%; with 50% employer match about $220,140 at 4% or $146,760 at 6%; with 100% employer match about $165,105 at 4% or $110,070 at 6%.
2021110$3,721,489$116,788$11,679iApproximate average salary by contribution assumption: employee only about $291,970 at 4% or $194,647 at 6%; with 50% employer match about $194,647 at 4% or $129,764 at 6%; with 100% employer match about $145,985 at 4% or $97,323 at 6%.
Barrett & Company 401K Plan-10$3,721,489$116,788$11,679iApproximate average salary by contribution assumption: employee only about $291,970 at 4% or $194,647 at 6%; with 50% employer match about $194,647 at 4% or $129,764 at 6%; with 100% employer match about $145,985 at 4% or $97,323 at 6%.
2020113$5,389,046$105,907$8,147iApproximate average salary by contribution assumption: employee only about $203,667 at 4% or $135,778 at 6%; with 50% employer match about $135,778 at 4% or $90,519 at 6%; with 100% employer match about $101,834 at 4% or $67,889 at 6%.
Barrett & Company 401K Plan-13$5,389,046$105,907$8,147iApproximate average salary by contribution assumption: employee only about $203,667 at 4% or $135,778 at 6%; with 50% employer match about $135,778 at 4% or $90,519 at 6%; with 100% employer match about $101,834 at 4% or $67,889 at 6%.
2019112$4,294,932$98,759$8,230iApproximate average salary by contribution assumption: employee only about $205,748 at 4% or $137,165 at 6%; with 50% employer match about $137,165 at 4% or $91,444 at 6%; with 100% employer match about $102,874 at 4% or $68,583 at 6%.
Barrett & Company 401K Plan-12$4,294,932$98,759$8,230iApproximate average salary by contribution assumption: employee only about $205,748 at 4% or $137,165 at 6%; with 50% employer match about $137,165 at 4% or $91,444 at 6%; with 100% employer match about $102,874 at 4% or $68,583 at 6%.
201819$3,442,201$92,106$10,234iApproximate average salary by contribution assumption: employee only about $255,850 at 4% or $170,567 at 6%; with 50% employer match about $170,567 at 4% or $113,711 at 6%; with 100% employer match about $127,925 at 4% or $85,283 at 6%.
Barrett & Company 401K Plan-9$3,442,201$92,106$10,234iApproximate average salary by contribution assumption: employee only about $255,850 at 4% or $170,567 at 6%; with 50% employer match about $170,567 at 4% or $113,711 at 6%; with 100% employer match about $127,925 at 4% or $85,283 at 6%.
2017110$3,723,311$86,088$8,609iApproximate average salary by contribution assumption: employee only about $215,220 at 4% or $143,480 at 6%; with 50% employer match about $143,480 at 4% or $95,653 at 6%; with 100% employer match about $107,610 at 4% or $71,740 at 6%.
Barrett & Company 401K Plan-10$3,723,311$86,088$8,609iApproximate average salary by contribution assumption: employee only about $215,220 at 4% or $143,480 at 6%; with 50% employer match about $143,480 at 4% or $95,653 at 6%; with 100% employer match about $107,610 at 4% or $71,740 at 6%.
2016110$3,173,069$89,643$8,964iApproximate average salary by contribution assumption: employee only about $224,107 at 4% or $149,405 at 6%; with 50% employer match about $149,405 at 4% or $99,603 at 6%; with 100% employer match about $112,054 at 4% or $74,703 at 6%.
Barrett & Company 401K Plan-10$3,173,069$89,643$8,964iApproximate average salary by contribution assumption: employee only about $224,107 at 4% or $149,405 at 6%; with 50% employer match about $149,405 at 4% or $99,603 at 6%; with 100% employer match about $112,054 at 4% or $74,703 at 6%.
2015113$3,081,738$89,582$6,891iApproximate average salary by contribution assumption: employee only about $172,273 at 4% or $114,849 at 6%; with 50% employer match about $114,849 at 4% or $76,566 at 6%; with 100% employer match about $86,137 at 4% or $57,424 at 6%.
Barrett & Company 401K Plan-13$3,081,738$89,582$6,891iApproximate average salary by contribution assumption: employee only about $172,273 at 4% or $114,849 at 6%; with 50% employer match about $114,849 at 4% or $76,566 at 6%; with 100% employer match about $86,137 at 4% or $57,424 at 6%.
2014113$3,190,063$104,367$8,028iApproximate average salary by contribution assumption: employee only about $200,706 at 4% or $133,804 at 6%; with 50% employer match about $133,804 at 4% or $89,203 at 6%; with 100% employer match about $100,353 at 4% or $66,902 at 6%.
Barrett & Company 401K Plan-13$3,190,063$104,367$8,028iApproximate average salary by contribution assumption: employee only about $200,706 at 4% or $133,804 at 6%; with 50% employer match about $133,804 at 4% or $89,203 at 6%; with 100% employer match about $100,353 at 4% or $66,902 at 6%.
2013111$3,776,733$110,609$10,055iApproximate average salary by contribution assumption: employee only about $251,384 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,795 at 6%.
Barrett & Company 401K Plan-11$3,776,733$110,609$10,055iApproximate average salary by contribution assumption: employee only about $251,384 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,795 at 6%.
2012113$2,883,285$107,783$8,291iApproximate average salary by contribution assumption: employee only about $207,275 at 4% or $138,183 at 6%; with 50% employer match about $138,183 at 4% or $92,122 at 6%; with 100% employer match about $103,638 at 4% or $69,092 at 6%.
Barrett & Company 401K Plan-13$2,883,285$107,783$8,291iApproximate average salary by contribution assumption: employee only about $207,275 at 4% or $138,183 at 6%; with 50% employer match about $138,183 at 4% or $92,122 at 6%; with 100% employer match about $103,638 at 4% or $69,092 at 6%.
2011116$2,863,517$106,482$6,655iApproximate average salary by contribution assumption: employee only about $166,378 at 4% or $110,919 at 6%; with 50% employer match about $110,919 at 4% or $73,946 at 6%; with 100% employer match about $83,189 at 4% or $55,459 at 6%.
Barrett & Company 401K Plan-16$2,863,517$106,482$6,655iApproximate average salary by contribution assumption: employee only about $166,378 at 4% or $110,919 at 6%; with 50% employer match about $110,919 at 4% or $73,946 at 6%; with 100% employer match about $83,189 at 4% or $55,459 at 6%.
2010117$3,630,324$99,086$5,829iApproximate average salary by contribution assumption: employee only about $145,715 at 4% or $97,143 at 6%; with 50% employer match about $97,143 at 4% or $64,762 at 6%; with 100% employer match about $72,857 at 4% or $48,572 at 6%.
Barrett & Company 401K Plan-17$3,630,324$99,086$5,829iApproximate average salary by contribution assumption: employee only about $145,715 at 4% or $97,143 at 6%; with 50% employer match about $97,143 at 4% or $64,762 at 6%; with 100% employer match about $72,857 at 4% or $48,572 at 6%.
2009117$3,138,075$97,335$5,726iApproximate average salary by contribution assumption: employee only about $143,140 at 4% or $95,426 at 6%; with 50% employer match about $95,426 at 4% or $63,618 at 6%; with 100% employer match about $71,570 at 4% or $47,713 at 6%.
Barrett & Company 401K Plan-17$3,138,075$97,335$5,726iApproximate average salary by contribution assumption: employee only about $143,140 at 4% or $95,426 at 6%; with 50% employer match about $95,426 at 4% or $63,618 at 6%; with 100% employer match about $71,570 at 4% or $47,713 at 6%.
2008119$2,080,956$97,405$5,127iApproximate average salary by contribution assumption: employee only about $128,164 at 4% or $85,443 at 6%; with 50% employer match about $85,443 at 4% or $56,962 at 6%; with 100% employer match about $64,082 at 4% or $42,721 at 6%.
Barrett & Company 401K Plan-19$2,080,956$97,405$5,127iApproximate average salary by contribution assumption: employee only about $128,164 at 4% or $85,443 at 6%; with 50% employer match about $85,443 at 4% or $56,962 at 6%; with 100% employer match about $64,082 at 4% or $42,721 at 6%.
2007119$0$0-
Barrett & Company 401K Plan-19---
2006121$1,171,360$91,536$4,359iApproximate average salary by contribution assumption: employee only about $108,971 at 4% or $72,648 at 6%; with 50% employer match about $72,648 at 4% or $48,432 at 6%; with 100% employer match about $54,486 at 4% or $36,324 at 6%.
Barrett & Company 401K Plan-21$1,171,360$91,536$4,359iApproximate average salary by contribution assumption: employee only about $108,971 at 4% or $72,648 at 6%; with 50% employer match about $72,648 at 4% or $48,432 at 6%; with 100% employer match about $54,486 at 4% or $36,324 at 6%.
2005121$1,077,484$99,347$4,731iApproximate average salary by contribution assumption: employee only about $118,270 at 4% or $78,847 at 6%; with 50% employer match about $78,847 at 4% or $52,565 at 6%; with 100% employer match about $59,135 at 4% or $39,423 at 6%.
Barrett & Company 401K Plan-21$1,077,484$99,347$4,731iApproximate average salary by contribution assumption: employee only about $118,270 at 4% or $78,847 at 6%; with 50% employer match about $78,847 at 4% or $52,565 at 6%; with 100% employer match about $59,135 at 4% or $39,423 at 6%.
2004121$1,377,952$97,520$4,644iApproximate average salary by contribution assumption: employee only about $116,095 at 4% or $77,397 at 6%; with 50% employer match about $77,397 at 4% or $51,598 at 6%; with 100% employer match about $58,048 at 4% or $38,698 at 6%.
Barrett & Company 401K Plan-21$1,377,952$97,520$4,644iApproximate average salary by contribution assumption: employee only about $116,095 at 4% or $77,397 at 6%; with 50% employer match about $77,397 at 4% or $51,598 at 6%; with 100% employer match about $58,048 at 4% or $38,698 at 6%.
2003118$1,343,853$74,815$4,156iApproximate average salary by contribution assumption: employee only about $103,910 at 4% or $69,273 at 6%; with 50% employer match about $69,273 at 4% or $46,182 at 6%; with 100% employer match about $51,955 at 4% or $34,637 at 6%.
Barrett & Company 401K Plan-18$1,343,853$74,815$4,156iApproximate average salary by contribution assumption: employee only about $103,910 at 4% or $69,273 at 6%; with 50% employer match about $69,273 at 4% or $46,182 at 6%; with 100% employer match about $51,955 at 4% or $34,637 at 6%.
2002120$863,770$100,011$5,001iApproximate average salary by contribution assumption: employee only about $125,014 at 4% or $83,343 at 6%; with 50% employer match about $83,343 at 4% or $55,562 at 6%; with 100% employer match about $62,507 at 4% or $41,671 at 6%.
Barrett & Company 401K Plan-20$863,770$100,011$5,001iApproximate average salary by contribution assumption: employee only about $125,014 at 4% or $83,343 at 6%; with 50% employer match about $83,343 at 4% or $55,562 at 6%; with 100% employer match about $62,507 at 4% or $41,671 at 6%.
2001124$833,246$84,613$3,526iApproximate average salary by contribution assumption: employee only about $88,139 at 4% or $58,759 at 6%; with 50% employer match about $58,759 at 4% or $39,173 at 6%; with 100% employer match about $44,069 at 4% or $29,380 at 6%.
Barrett & Company 401K Plan-24$833,246$84,613$3,526iApproximate average salary by contribution assumption: employee only about $88,139 at 4% or $58,759 at 6%; with 50% employer match about $58,759 at 4% or $39,173 at 6%; with 100% employer match about $44,069 at 4% or $29,380 at 6%.
2000125$692,787$90,852$3,634iApproximate average salary by contribution assumption: employee only about $90,852 at 4% or $60,568 at 6%; with 50% employer match about $60,568 at 4% or $40,379 at 6%; with 100% employer match about $45,426 at 4% or $30,284 at 6%.
Barrett & Company 401K Plan-25$692,787$90,852$3,634iApproximate average salary by contribution assumption: employee only about $90,852 at 4% or $60,568 at 6%; with 50% employer match about $60,568 at 4% or $40,379 at 6%; with 100% employer match about $45,426 at 4% or $30,284 at 6%.
1999127$520,371$77,180$2,859iApproximate average salary by contribution assumption: employee only about $71,463 at 4% or $47,642 at 6%; with 50% employer match about $47,642 at 4% or $31,761 at 6%; with 100% employer match about $35,731 at 4% or $23,821 at 6%.
Barrett & Company 401K Plan-27$520,371$77,180$2,859iApproximate average salary by contribution assumption: employee only about $71,463 at 4% or $47,642 at 6%; with 50% employer match about $47,642 at 4% or $31,761 at 6%; with 100% employer match about $35,731 at 4% or $23,821 at 6%.