Civic Intelligence

Robert E. Barrett, M.D. PC.

Plan context: Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust

EIN 13-2835869 • 13 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$2,411,615

2007 Contributions

$600

Historical Graphs

Total Assets Over Time

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

$2,411,615$1,205,808$0199920032006YearValue
$2,411,615Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200710$0$0-
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-0---
200612$2,411,615$0-
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$2,411,615--
200512$2,336,430$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$2,336,430$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
200412$2,358,471$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$2,358,471$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
200312$2,259,171$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$2,259,171$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
200222$1,934,016$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$1,934,016$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Money Purchase Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-0---
200122$2,186,878$0-
Money Purchase Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$1,221,649--
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$965,229--
200022$2,273,623$0-
Money Purchase Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$1,271,460--
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$1,002,163--
199922$2,202,935$21,971$10,986iApproximate average salary by contribution assumption: employee only about $274,638 at 4% or $183,092 at 6%; with 50% employer match about $183,092 at 4% or $122,061 at 6%; with 100% employer match about $137,319 at 4% or $91,546 at 6%.
Money Purchase Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$1,232,511$21,971$10,986iApproximate average salary by contribution assumption: employee only about $274,638 at 4% or $183,092 at 6%; with 50% employer match about $183,092 at 4% or $122,061 at 6%; with 100% employer match about $137,319 at 4% or $91,546 at 6%.
Profit-Sharing Plan Under Robert E. Barrett, M.D. PC. Retirement Trust-2$970,424--