Civic Intelligence

Casey & Barnett LLC

Plan context: Casey & Barnett LLC Profit Sharing Plan

EIN 13-4082226 • New York, NY • 31 filings • 2 plans

305 BroadwaySuite 1202New York, NY 10007
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,083,482

2024 Contributions

$202,191

Historical Graphs

Total Assets Over Time

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

$3,325,101$1,662,551$0200020142024YearValue
$2,083,482Latest year 2024

Participants Over Time

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

1370200020122024YearValue
11Latest 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
2024111$2,083,482$202,191$18,381iApproximate average salary by contribution assumption: employee only about $459,525 at 4% or $306,350 at 6%; with 50% employer match about $306,350 at 4% or $204,233 at 6%; with 100% employer match about $229,763 at 4% or $153,175 at 6%.
Casey & Barnett LLC Profit Sharing Plan-11$2,083,482$202,191$18,381iApproximate average salary by contribution assumption: employee only about $459,525 at 4% or $306,350 at 6%; with 50% employer match about $306,350 at 4% or $204,233 at 6%; with 100% employer match about $229,763 at 4% or $153,175 at 6%.
2023113$3,325,101$391,460$30,112iApproximate average salary by contribution assumption: employee only about $752,808 at 4% or $501,872 at 6%; with 50% employer match about $501,872 at 4% or $334,581 at 6%; with 100% employer match about $376,404 at 4% or $250,936 at 6%.
Casey & Barnett LLC Profit Sharing Plan-13$3,325,101$391,460$30,112iApproximate average salary by contribution assumption: employee only about $752,808 at 4% or $501,872 at 6%; with 50% employer match about $501,872 at 4% or $334,581 at 6%; with 100% employer match about $376,404 at 4% or $250,936 at 6%.
2022113$1,772,352$161,233$12,403iApproximate average salary by contribution assumption: employee only about $310,063 at 4% or $206,709 at 6%; with 50% employer match about $206,709 at 4% or $137,806 at 6%; with 100% employer match about $155,032 at 4% or $103,354 at 6%.
Casey & Barnett LLC Profit Sharing Plan-13$1,772,352$161,233$12,403iApproximate average salary by contribution assumption: employee only about $310,063 at 4% or $206,709 at 6%; with 50% employer match about $206,709 at 4% or $137,806 at 6%; with 100% employer match about $155,032 at 4% or $103,354 at 6%.
2021112$2,224,567$103,982$8,665iApproximate average salary by contribution assumption: employee only about $216,629 at 4% or $144,419 at 6%; with 50% employer match about $144,419 at 4% or $96,280 at 6%; with 100% employer match about $108,315 at 4% or $72,210 at 6%.
Casey & Barnett LLC Profit Sharing Plan-12$2,224,567$103,982$8,665iApproximate average salary by contribution assumption: employee only about $216,629 at 4% or $144,419 at 6%; with 50% employer match about $144,419 at 4% or $96,280 at 6%; with 100% employer match about $108,315 at 4% or $72,210 at 6%.
202019$1,755,818$108,463$12,051iApproximate average salary by contribution assumption: employee only about $301,286 at 4% or $200,857 at 6%; with 50% employer match about $200,857 at 4% or $133,905 at 6%; with 100% employer match about $150,643 at 4% or $100,429 at 6%.
Casey & Barnett LLC Profit Sharing Plan-9$1,755,818$108,463$12,051iApproximate average salary by contribution assumption: employee only about $301,286 at 4% or $200,857 at 6%; with 50% employer match about $200,857 at 4% or $133,905 at 6%; with 100% employer match about $150,643 at 4% or $100,429 at 6%.
201919$1,458,461$174,256$19,362iApproximate average salary by contribution assumption: employee only about $484,044 at 4% or $322,696 at 6%; with 50% employer match about $322,696 at 4% or $215,131 at 6%; with 100% employer match about $242,022 at 4% or $161,348 at 6%.
Casey & Barnett LLC Profit Sharing Plan-9$1,458,461$174,256$19,362iApproximate average salary by contribution assumption: employee only about $484,044 at 4% or $322,696 at 6%; with 50% employer match about $322,696 at 4% or $215,131 at 6%; with 100% employer match about $242,022 at 4% or $161,348 at 6%.
201819$1,067,868$164,159$18,240iApproximate average salary by contribution assumption: employee only about $455,997 at 4% or $303,998 at 6%; with 50% employer match about $303,998 at 4% or $202,665 at 6%; with 100% employer match about $227,999 at 4% or $151,999 at 6%.
Casey & Barnett LLC Profit Sharing Plan-9$1,067,868$164,159$18,240iApproximate average salary by contribution assumption: employee only about $455,997 at 4% or $303,998 at 6%; with 50% employer match about $303,998 at 4% or $202,665 at 6%; with 100% employer match about $227,999 at 4% or $151,999 at 6%.
201717$983,062$90,665$12,952iApproximate average salary by contribution assumption: employee only about $323,804 at 4% or $215,869 at 6%; with 50% employer match about $215,869 at 4% or $143,913 at 6%; with 100% employer match about $161,902 at 4% or $107,935 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$983,062$90,665$12,952iApproximate average salary by contribution assumption: employee only about $323,804 at 4% or $215,869 at 6%; with 50% employer match about $215,869 at 4% or $143,913 at 6%; with 100% employer match about $161,902 at 4% or $107,935 at 6%.
201617$768,024$98,284$14,041iApproximate average salary by contribution assumption: employee only about $351,014 at 4% or $234,010 at 6%; with 50% employer match about $234,010 at 4% or $156,006 at 6%; with 100% employer match about $175,507 at 4% or $117,005 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$768,024$98,284$14,041iApproximate average salary by contribution assumption: employee only about $351,014 at 4% or $234,010 at 6%; with 50% employer match about $234,010 at 4% or $156,006 at 6%; with 100% employer match about $175,507 at 4% or $117,005 at 6%.
201517$609,818$100,830$14,404iApproximate average salary by contribution assumption: employee only about $360,107 at 4% or $240,071 at 6%; with 50% employer match about $240,071 at 4% or $160,048 at 6%; with 100% employer match about $180,054 at 4% or $120,036 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$609,818$100,830$14,404iApproximate average salary by contribution assumption: employee only about $360,107 at 4% or $240,071 at 6%; with 50% employer match about $240,071 at 4% or $160,048 at 6%; with 100% employer match about $180,054 at 4% or $120,036 at 6%.
201417$524,980$26,250$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$524,980$26,250$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201317$482,796$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$482,796$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
201217$356,580$46,200$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$356,580$46,200$6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%.
201117$279,496$20,349$2,907iApproximate average salary by contribution assumption: employee only about $72,675 at 4% or $48,450 at 6%; with 50% employer match about $48,450 at 4% or $32,300 at 6%; with 100% employer match about $36,338 at 4% or $24,225 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$279,496$20,349$2,907iApproximate average salary by contribution assumption: employee only about $72,675 at 4% or $48,450 at 6%; with 50% employer match about $48,450 at 4% or $32,300 at 6%; with 100% employer match about $36,338 at 4% or $24,225 at 6%.
201018$299,546$36,901$4,613iApproximate average salary by contribution assumption: employee only about $115,316 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
Casey & Barnett LLC Profit Sharing Plan-8$299,546$36,901$4,613iApproximate average salary by contribution assumption: employee only about $115,316 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
200917$352,354$36,161$5,166iApproximate average salary by contribution assumption: employee only about $129,146 at 4% or $86,098 at 6%; with 50% employer match about $86,098 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,049 at 6%.
Casey & Barnett LLC Profit Sharing Plan-7$352,354$36,161$5,166iApproximate average salary by contribution assumption: employee only about $129,146 at 4% or $86,098 at 6%; with 50% employer match about $86,098 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,049 at 6%.
200816$237,158$38,942$6,490iApproximate average salary by contribution assumption: employee only about $162,258 at 4% or $108,172 at 6%; with 50% employer match about $108,172 at 4% or $72,115 at 6%; with 100% employer match about $81,129 at 4% or $54,086 at 6%.
Casey & Barnett LLC Profit Sharing Plan-6$237,158$38,942$6,490iApproximate average salary by contribution assumption: employee only about $162,258 at 4% or $108,172 at 6%; with 50% employer match about $108,172 at 4% or $72,115 at 6%; with 100% employer match about $81,129 at 4% or $54,086 at 6%.
200716$0$0-
Casey & Barnett LLC Profit Sharing Plan-6---
200615$322,074$8,963$1,793iApproximate average salary by contribution assumption: employee only about $44,815 at 4% or $29,877 at 6%; with 50% employer match about $29,877 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,938 at 6%.
Casey & Barnett LLC Profit Sharing Plan-5$322,074$8,963$1,793iApproximate average salary by contribution assumption: employee only about $44,815 at 4% or $29,877 at 6%; with 50% employer match about $29,877 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,938 at 6%.
200525$272,601$23,732$4,746iApproximate average salary by contribution assumption: employee only about $118,660 at 4% or $79,107 at 6%; with 50% employer match about $79,107 at 4% or $52,738 at 6%; with 100% employer match about $59,330 at 4% or $39,553 at 6%.
Casey & Barnett LLC Profit Sharing Plan-5$272,601$23,732$4,746iApproximate average salary by contribution assumption: employee only about $118,660 at 4% or $79,107 at 6%; with 50% employer match about $79,107 at 4% or $52,738 at 6%; with 100% employer match about $59,330 at 4% or $39,553 at 6%.
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-0---
200422$231,378$0-
Casey & Barnett LLC Profit Sharing Plan-2$174,407--
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-2$56,971--
200322$207,929$0-
Casey & Barnett LLC Profit Sharing Plan-2$156,731--
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-2$51,198--
200222$0$0-
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-2---
Casey & Barnett LLC Profit Sharing Plan-2---
200122$0$0-
Casey & Barnett LLC Profit Sharing Plan-2---
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-2---
200022$20,727$20,727$10,364iApproximate average salary by contribution assumption: employee only about $259,088 at 4% or $172,725 at 6%; with 50% employer match about $172,725 at 4% or $115,150 at 6%; with 100% employer match about $129,544 at 4% or $86,363 at 6%.
Casey & Barnett LLC Profit Sharing Plan-2$20,727$20,727$10,364iApproximate average salary by contribution assumption: employee only about $259,088 at 4% or $172,725 at 6%; with 50% employer match about $172,725 at 4% or $115,150 at 6%; with 100% employer match about $129,544 at 4% or $86,363 at 6%.
CASEY & BARNETT, LLC MONEY PURCHASE PLAN-2---