Civic Intelligence

Patrick T. Barone PLLC

Plan context: Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust

EIN 20-0057370 • Birmingham, MI • 21 filings • 3 plans

280 North Old Woodward AvenueSuite 200Birmingham, MI 48009
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,400,899

2024 Contributions

$135,174

Historical Graphs

Total Assets Over Time

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

$2,400,899$1,200,450$0200920172024YearValue
$2,400,899Latest year 2024

Participants Over Time

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

1160200820162024YearValue
7Latest 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
202417$2,400,899$135,174$19,311iApproximate average salary by contribution assumption: employee only about $482,764 at 4% or $321,843 at 6%; with 50% employer match about $321,843 at 4% or $214,562 at 6%; with 100% employer match about $241,382 at 4% or $160,921 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-7$2,400,899$135,174$19,311iApproximate average salary by contribution assumption: employee only about $482,764 at 4% or $321,843 at 6%; with 50% employer match about $321,843 at 4% or $214,562 at 6%; with 100% employer match about $241,382 at 4% or $160,921 at 6%.
202317$1,996,261$128,387$18,341iApproximate average salary by contribution assumption: employee only about $458,525 at 4% or $305,683 at 6%; with 50% employer match about $305,683 at 4% or $203,789 at 6%; with 100% employer match about $229,263 at 4% or $152,842 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-7$1,996,261$128,387$18,341iApproximate average salary by contribution assumption: employee only about $458,525 at 4% or $305,683 at 6%; with 50% employer match about $305,683 at 4% or $203,789 at 6%; with 100% employer match about $229,263 at 4% or $152,842 at 6%.
202217$1,584,982$123,857$17,694iApproximate average salary by contribution assumption: employee only about $442,346 at 4% or $294,898 at 6%; with 50% employer match about $294,898 at 4% or $196,598 at 6%; with 100% employer match about $221,173 at 4% or $147,449 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-7$1,584,982$123,857$17,694iApproximate average salary by contribution assumption: employee only about $442,346 at 4% or $294,898 at 6%; with 50% employer match about $294,898 at 4% or $196,598 at 6%; with 100% employer match about $221,173 at 4% or $147,449 at 6%.
202117$1,726,103$122,349$17,478iApproximate average salary by contribution assumption: employee only about $436,961 at 4% or $291,307 at 6%; with 50% employer match about $291,307 at 4% or $194,205 at 6%; with 100% employer match about $218,480 at 4% or $145,654 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-7$1,726,103$122,349$17,478iApproximate average salary by contribution assumption: employee only about $436,961 at 4% or $291,307 at 6%; with 50% employer match about $291,307 at 4% or $194,205 at 6%; with 100% employer match about $218,480 at 4% or $145,654 at 6%.
202018$1,462,189$130,477$16,310iApproximate average salary by contribution assumption: employee only about $407,741 at 4% or $271,827 at 6%; with 50% employer match about $271,827 at 4% or $181,218 at 6%; with 100% employer match about $203,870 at 4% or $135,914 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-8$1,462,189$130,477$16,310iApproximate average salary by contribution assumption: employee only about $407,741 at 4% or $271,827 at 6%; with 50% employer match about $271,827 at 4% or $181,218 at 6%; with 100% employer match about $203,870 at 4% or $135,914 at 6%.
201919$1,140,504$96,944$10,772iApproximate average salary by contribution assumption: employee only about $269,289 at 4% or $179,526 at 6%; with 50% employer match about $179,526 at 4% or $119,684 at 6%; with 100% employer match about $134,644 at 4% or $89,763 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$1,140,504$96,944$10,772iApproximate average salary by contribution assumption: employee only about $269,289 at 4% or $179,526 at 6%; with 50% employer match about $179,526 at 4% or $119,684 at 6%; with 100% employer match about $134,644 at 4% or $89,763 at 6%.
201819$874,832$90,702$10,078iApproximate average salary by contribution assumption: employee only about $251,950 at 4% or $167,967 at 6%; with 50% employer match about $167,967 at 4% or $111,978 at 6%; with 100% employer match about $125,975 at 4% or $83,983 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$874,832$90,702$10,078iApproximate average salary by contribution assumption: employee only about $251,950 at 4% or $167,967 at 6%; with 50% employer match about $167,967 at 4% or $111,978 at 6%; with 100% employer match about $125,975 at 4% or $83,983 at 6%.
2017110$828,864$46,721$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,868 at 6%; with 50% employer match about $77,868 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-10$828,864$46,721$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,868 at 6%; with 50% employer match about $77,868 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%.
2016110$727,456$101,867$10,187iApproximate average salary by contribution assumption: employee only about $254,668 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,186 at 6%; with 100% employer match about $127,334 at 4% or $84,889 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-10$727,456$101,867$10,187iApproximate average salary by contribution assumption: employee only about $254,668 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,186 at 6%; with 100% employer match about $127,334 at 4% or $84,889 at 6%.
201519$589,594$97,897$10,877iApproximate average salary by contribution assumption: employee only about $271,936 at 4% or $181,291 at 6%; with 50% employer match about $181,291 at 4% or $120,860 at 6%; with 100% employer match about $135,968 at 4% or $90,645 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$589,594$97,897$10,877iApproximate average salary by contribution assumption: employee only about $271,936 at 4% or $181,291 at 6%; with 50% employer match about $181,291 at 4% or $120,860 at 6%; with 100% employer match about $135,968 at 4% or $90,645 at 6%.
201418$495,517$28,029$3,504iApproximate average salary by contribution assumption: employee only about $87,591 at 4% or $58,394 at 6%; with 50% employer match about $58,394 at 4% or $38,929 at 6%; with 100% employer match about $43,795 at 4% or $29,197 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-8$495,517$28,029$3,504iApproximate average salary by contribution assumption: employee only about $87,591 at 4% or $58,394 at 6%; with 50% employer match about $58,394 at 4% or $38,929 at 6%; with 100% employer match about $43,795 at 4% or $29,197 at 6%.
201318$477,474$80,174$10,022iApproximate average salary by contribution assumption: employee only about $250,544 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,353 at 6%; with 100% employer match about $125,272 at 4% or $83,515 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-8$477,474$80,174$10,022iApproximate average salary by contribution assumption: employee only about $250,544 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,353 at 6%; with 100% employer match about $125,272 at 4% or $83,515 at 6%.
201219$357,437$68,086$7,565iApproximate average salary by contribution assumption: employee only about $189,128 at 4% or $126,085 at 6%; with 50% employer match about $126,085 at 4% or $84,057 at 6%; with 100% employer match about $94,564 at 4% or $63,043 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$357,437$68,086$7,565iApproximate average salary by contribution assumption: employee only about $189,128 at 4% or $126,085 at 6%; with 50% employer match about $126,085 at 4% or $84,057 at 6%; with 100% employer match about $94,564 at 4% or $63,043 at 6%.
2011211$290,734$82,807$7,528iApproximate average salary by contribution assumption: employee only about $188,198 at 4% or $125,465 at 6%; with 50% employer match about $125,465 at 4% or $83,643 at 6%; with 100% employer match about $94,099 at 4% or $62,733 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-11$290,734$73,925$6,720iApproximate average salary by contribution assumption: employee only about $168,011 at 4% or $112,008 at 6%; with 50% employer match about $112,008 at 4% or $74,672 at 6%; with 100% employer match about $84,006 at 4% or $56,004 at 6%.
PATRICK T. BARONE, PLLC DEFINED BENEFIT PENSION PLAN-0$0$8,882-
201029$504,725$157,267$17,474iApproximate average salary by contribution assumption: employee only about $436,853 at 4% or $291,235 at 6%; with 50% employer match about $291,235 at 4% or $194,157 at 6%; with 100% employer match about $218,426 at 4% or $145,618 at 6%.
PATRICK T. BARONE, PLLC DEFINED BENEFIT PENSION PLAN-6$283,540$92,685$15,448iApproximate average salary by contribution assumption: employee only about $386,188 at 4% or $257,458 at 6%; with 50% employer match about $257,458 at 4% or $171,639 at 6%; with 100% employer match about $193,094 at 4% or $128,729 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$221,185$64,582$7,176iApproximate average salary by contribution assumption: employee only about $179,394 at 4% or $119,596 at 6%; with 50% employer match about $119,596 at 4% or $79,731 at 6%; with 100% employer match about $89,697 at 4% or $59,798 at 6%.
200929$328,506$162,561$18,062iApproximate average salary by contribution assumption: employee only about $451,558 at 4% or $301,039 at 6%; with 50% employer match about $301,039 at 4% or $200,693 at 6%; with 100% employer match about $225,779 at 4% or $150,519 at 6%.
PATRICK T. BARONE, PLLC DEFINED BENEFIT PENSION PLAN-6$183,170$98,015$16,336iApproximate average salary by contribution assumption: employee only about $408,396 at 4% or $272,264 at 6%; with 50% employer match about $272,264 at 4% or $181,509 at 6%; with 100% employer match about $204,198 at 4% or $136,132 at 6%.
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-9$145,336$64,546$7,172iApproximate average salary by contribution assumption: employee only about $179,294 at 4% or $119,530 at 6%; with 50% employer match about $119,530 at 4% or $79,686 at 6%; with 100% employer match about $89,647 at 4% or $59,765 at 6%.
200826$0$0-
Patrick T. Barone PLLC 401(K) Profit Sharing Plan & Trust-6---
PATRICK T. BARONE, PLLC DEFINED BENEFIT PENSION PLAN-6---