James Barclay, Trustee
Plan context: James Barclay Associates PC Profit Sharing Plan
EIN 13-2948647 • 13 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$1,130,767
2011 Contributions
$40,000
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 0 | - | - | - |
| 2010 | 1 | 1 | $1,130,767 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 1 | $1,130,767 | - | - |
| 2009 | 1 | 2 | $1,130,513 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 2 | $1,130,513 | - | - |
| 2008 | 1 | 1 | $1,049,267 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 1 | $1,049,267 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $1,334,814 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 3 | $1,334,814 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2005 | 1 | 3 | $1,072,510 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 3 | $1,072,510 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2004 | 1 | 4 | $920,506 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 4 | $920,506 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2003 | 1 | 5 | $809,738 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 5 | $809,738 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| James Barclay Associates PC Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $669,885 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| James Barclay Associates PC Profit Sharing Plan | - | 2 | $669,885 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |