Civic Intelligence

Barker & Castro LLC

Plan context: Barker & Castro LLC 401K Plan and Trust

EIN 20-5746632 • Chicago, IL • 18 filings • 4 plans

303 West Madison Street, Suite 700Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$6,036,893

2024 Contributions

$540,339

Historical Graphs

Total Assets Over Time

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

$6,482,427$3,241,214$0200820162024YearValue
$6,036,893Latest year 2024

Participants Over Time

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

49250200720162024YearValue
49Latest 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
2024149$6,036,893$540,339$11,027iApproximate average salary by contribution assumption: employee only about $275,683 at 4% or $183,789 at 6%; with 50% employer match about $183,789 at 4% or $122,526 at 6%; with 100% employer match about $137,842 at 4% or $91,894 at 6%.
Barker & Castro LLC 401K Plan and Trust-49$6,036,893$540,339$11,027iApproximate average salary by contribution assumption: employee only about $275,683 at 4% or $183,789 at 6%; with 50% employer match about $183,789 at 4% or $122,526 at 6%; with 100% employer match about $137,842 at 4% or $91,894 at 6%.
2023125$5,504,504$554,036$22,161iApproximate average salary by contribution assumption: employee only about $554,036 at 4% or $369,357 at 6%; with 50% employer match about $369,357 at 4% or $246,238 at 6%; with 100% employer match about $277,018 at 4% or $184,679 at 6%.
Barker & Castro LLC 401K Plan and Trust-25$5,504,504$554,036$22,161iApproximate average salary by contribution assumption: employee only about $554,036 at 4% or $369,357 at 6%; with 50% employer match about $369,357 at 4% or $246,238 at 6%; with 100% employer match about $277,018 at 4% or $184,679 at 6%.
2022127$5,551,686$524,973$19,443iApproximate average salary by contribution assumption: employee only about $486,086 at 4% or $324,057 at 6%; with 50% employer match about $324,057 at 4% or $216,038 at 6%; with 100% employer match about $243,043 at 4% or $162,029 at 6%.
Barker & Castro LLC 401K Plan and Trust-27$5,551,686$524,973$19,443iApproximate average salary by contribution assumption: employee only about $486,086 at 4% or $324,057 at 6%; with 50% employer match about $324,057 at 4% or $216,038 at 6%; with 100% employer match about $243,043 at 4% or $162,029 at 6%.
2021125$6,482,427$536,365$21,455iApproximate average salary by contribution assumption: employee only about $536,365 at 4% or $357,577 at 6%; with 50% employer match about $357,577 at 4% or $238,384 at 6%; with 100% employer match about $268,183 at 4% or $178,788 at 6%.
Barker & Castro LLC 401K Plan and Trust-25$6,482,427$536,365$21,455iApproximate average salary by contribution assumption: employee only about $536,365 at 4% or $357,577 at 6%; with 50% employer match about $357,577 at 4% or $238,384 at 6%; with 100% employer match about $268,183 at 4% or $178,788 at 6%.
2020126$5,391,973$490,849$18,879iApproximate average salary by contribution assumption: employee only about $471,970 at 4% or $314,647 at 6%; with 50% employer match about $314,647 at 4% or $209,765 at 6%; with 100% employer match about $235,985 at 4% or $157,323 at 6%.
Barker & Castro LLC 401K Plan and Trust-26$5,391,973$490,849$18,879iApproximate average salary by contribution assumption: employee only about $471,970 at 4% or $314,647 at 6%; with 50% employer match about $314,647 at 4% or $209,765 at 6%; with 100% employer match about $235,985 at 4% or $157,323 at 6%.
2019122$5,525,377$378,649$17,211iApproximate average salary by contribution assumption: employee only about $430,283 at 4% or $286,855 at 6%; with 50% employer match about $286,855 at 4% or $191,237 at 6%; with 100% employer match about $215,141 at 4% or $143,428 at 6%.
Barker & Castro LLC 401K Plan and Trust-22$5,525,377$378,649$17,211iApproximate average salary by contribution assumption: employee only about $430,283 at 4% or $286,855 at 6%; with 50% employer match about $286,855 at 4% or $191,237 at 6%; with 100% employer match about $215,141 at 4% or $143,428 at 6%.
2018121$4,816,272$361,850$17,231iApproximate average salary by contribution assumption: employee only about $430,774 at 4% or $287,183 at 6%; with 50% employer match about $287,183 at 4% or $191,455 at 6%; with 100% employer match about $215,387 at 4% or $143,591 at 6%.
Barker & Castro LLC 401K Plan and Trust-21$4,816,272$361,850$17,231iApproximate average salary by contribution assumption: employee only about $430,774 at 4% or $287,183 at 6%; with 50% employer match about $287,183 at 4% or $191,455 at 6%; with 100% employer match about $215,387 at 4% or $143,591 at 6%.
2017122$4,856,595$445,553$20,252iApproximate average salary by contribution assumption: employee only about $506,310 at 4% or $337,540 at 6%; with 50% employer match about $337,540 at 4% or $225,027 at 6%; with 100% employer match about $253,155 at 4% or $168,770 at 6%.
Barker & Castro LLC 401K Plan and Trust-22$4,856,595$445,553$20,252iApproximate average salary by contribution assumption: employee only about $506,310 at 4% or $337,540 at 6%; with 50% employer match about $337,540 at 4% or $225,027 at 6%; with 100% employer match about $253,155 at 4% or $168,770 at 6%.
2016123$4,167,314$440,084$19,134iApproximate average salary by contribution assumption: employee only about $478,352 at 4% or $318,901 at 6%; with 50% employer match about $318,901 at 4% or $212,601 at 6%; with 100% employer match about $239,176 at 4% or $159,451 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$4,167,314$440,084$19,134iApproximate average salary by contribution assumption: employee only about $478,352 at 4% or $318,901 at 6%; with 50% employer match about $318,901 at 4% or $212,601 at 6%; with 100% employer match about $239,176 at 4% or $159,451 at 6%.
2015121$3,719,819$435,010$20,715iApproximate average salary by contribution assumption: employee only about $517,869 at 4% or $345,246 at 6%; with 50% employer match about $345,246 at 4% or $230,164 at 6%; with 100% employer match about $258,935 at 4% or $172,623 at 6%.
Barker & Castro LLC 401K Plan and Trust-21$3,719,819$435,010$20,715iApproximate average salary by contribution assumption: employee only about $517,869 at 4% or $345,246 at 6%; with 50% employer match about $345,246 at 4% or $230,164 at 6%; with 100% employer match about $258,935 at 4% or $172,623 at 6%.
2014123$3,380,006$513,497$22,326iApproximate average salary by contribution assumption: employee only about $558,149 at 4% or $372,099 at 6%; with 50% employer match about $372,099 at 4% or $248,066 at 6%; with 100% employer match about $279,074 at 4% or $186,050 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$3,380,006$513,497$22,326iApproximate average salary by contribution assumption: employee only about $558,149 at 4% or $372,099 at 6%; with 50% employer match about $372,099 at 4% or $248,066 at 6%; with 100% employer match about $279,074 at 4% or $186,050 at 6%.
2013123$2,858,649$405,953$17,650iApproximate average salary by contribution assumption: employee only about $441,253 at 4% or $294,169 at 6%; with 50% employer match about $294,169 at 4% or $196,113 at 6%; with 100% employer match about $220,627 at 4% or $147,084 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$2,858,649$405,953$17,650iApproximate average salary by contribution assumption: employee only about $441,253 at 4% or $294,169 at 6%; with 50% employer match about $294,169 at 4% or $196,113 at 6%; with 100% employer match about $220,627 at 4% or $147,084 at 6%.
2012123$2,220,246$368,590$16,026iApproximate average salary by contribution assumption: employee only about $400,641 at 4% or $267,094 at 6%; with 50% employer match about $267,094 at 4% or $178,063 at 6%; with 100% employer match about $200,321 at 4% or $133,547 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$2,220,246$368,590$16,026iApproximate average salary by contribution assumption: employee only about $400,641 at 4% or $267,094 at 6%; with 50% employer match about $267,094 at 4% or $178,063 at 6%; with 100% employer match about $200,321 at 4% or $133,547 at 6%.
2011123$1,666,264$360,026$15,653iApproximate average salary by contribution assumption: employee only about $391,333 at 4% or $260,888 at 6%; with 50% employer match about $260,888 at 4% or $173,926 at 6%; with 100% employer match about $195,666 at 4% or $130,444 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$1,666,264$360,026$15,653iApproximate average salary by contribution assumption: employee only about $391,333 at 4% or $260,888 at 6%; with 50% employer match about $260,888 at 4% or $173,926 at 6%; with 100% employer match about $195,666 at 4% or $130,444 at 6%.
2010123$1,401,178$312,316$13,579iApproximate average salary by contribution assumption: employee only about $339,474 at 4% or $226,316 at 6%; with 50% employer match about $226,316 at 4% or $150,877 at 6%; with 100% employer match about $169,737 at 4% or $113,158 at 6%.
Barker & Castro LLC 401K Plan and Trust-23$1,401,178$312,316$13,579iApproximate average salary by contribution assumption: employee only about $339,474 at 4% or $226,316 at 6%; with 50% employer match about $226,316 at 4% or $150,877 at 6%; with 100% employer match about $169,737 at 4% or $113,158 at 6%.
2009124$960,617$334,691$13,945iApproximate average salary by contribution assumption: employee only about $348,636 at 4% or $232,424 at 6%; with 50% employer match about $232,424 at 4% or $154,950 at 6%; with 100% employer match about $174,318 at 4% or $116,212 at 6%.
Barker & Castro LLC 401K Plan and Trust-24$960,617$334,691$13,945iApproximate average salary by contribution assumption: employee only about $348,636 at 4% or $232,424 at 6%; with 50% employer match about $232,424 at 4% or $154,950 at 6%; with 100% employer match about $174,318 at 4% or $116,212 at 6%.
2008122$515,258$305,158$13,871iApproximate average salary by contribution assumption: employee only about $346,770 at 4% or $231,180 at 6%; with 50% employer match about $231,180 at 4% or $154,120 at 6%; with 100% employer match about $173,385 at 4% or $115,590 at 6%.
Barker & Castro LLC 401K Plan and Trust-22$515,258$305,158$13,871iApproximate average salary by contribution assumption: employee only about $346,770 at 4% or $231,180 at 6%; with 50% employer match about $231,180 at 4% or $154,120 at 6%; with 100% employer match about $173,385 at 4% or $115,590 at 6%.
2007122$0$0-
Barker & Castro LLC 401K Plan and Trust-22---