Civic Intelligence

Jose & Maria Barrera Co Ltd

Plan context: BARRERA RETIREMENT PLAN AND TRUST

EIN 13-3084480 • 16 filings • 2 plans

Current Snapshot

Latest Year

2014

2014 Participants

12

2014 Assets

$1,705,599

2014 Contributions

$128,600

Historical Graphs

Total Assets Over Time

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

$1,705,599$852,800$0199920092013YearValue
$1,705,599Latest year 2013

Participants Over Time

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

23120199920062013YearValue
12Latest year 2013

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
201410$0$0-
BARRERA RETIREMENT PLAN AND TRUST-0---
2013112$1,705,599$0-
BARRERA RETIREMENT PLAN AND TRUST-12$1,705,599--
2012115$1,554,392$0-
BARRERA RETIREMENT PLAN AND TRUST-15$1,554,392--
2011116$1,380,373$0-
BARRERA RETIREMENT PLAN AND TRUST-16$1,380,373--
2010118$1,427,398$0-
BARRERA RETIREMENT PLAN AND TRUST-18$1,427,398--
2009119$1,242,745$0-
BARRERA RETIREMENT PLAN AND TRUST-19$1,242,745--
2008119$0$0-
BARRERA RETIREMENT PLAN AND TRUST-19---
2007123$0$0-
BARRERA RETIREMENT PLAN AND TRUST-23---
2006120$1,255,329$128,600$6,430iApproximate average salary by contribution assumption: employee only about $160,750 at 4% or $107,167 at 6%; with 50% employer match about $107,167 at 4% or $71,444 at 6%; with 100% employer match about $80,375 at 4% or $53,583 at 6%.
BARRERA RETIREMENT PLAN AND TRUST-20$1,255,329$128,600$6,430iApproximate average salary by contribution assumption: employee only about $160,750 at 4% or $107,167 at 6%; with 50% employer match about $107,167 at 4% or $71,444 at 6%; with 100% employer match about $80,375 at 4% or $53,583 at 6%.
2005120$1,009,213$100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
BARRERA RETIREMENT PLAN AND TRUST-20$1,009,213$100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2004117$884,100$88,000$5,176iApproximate average salary by contribution assumption: employee only about $129,412 at 4% or $86,275 at 6%; with 50% employer match about $86,275 at 4% or $57,516 at 6%; with 100% employer match about $64,706 at 4% or $43,137 at 6%.
BARRERA RETIREMENT PLAN AND TRUST-17$884,100$88,000$5,176iApproximate average salary by contribution assumption: employee only about $129,412 at 4% or $86,275 at 6%; with 50% employer match about $86,275 at 4% or $57,516 at 6%; with 100% employer match about $64,706 at 4% or $43,137 at 6%.
2003116$0$0-
BARRERA RETIREMENT PLAN AND TRUST-16---
2002118$0$0-
BARRERA RETIREMENT PLAN AND TRUST-18---
2001120$0$0-
BARRERA RETIREMENT PLAN AND TRUST-20---
2000119$0$0-
BARRERA RETIREMENT PLAN AND TRUST-19---
1999115$672,321$25,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Barrera Retirement Plan and Trust-15$672,321$25,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.