J BARRETT & COMPANY, LLC
Plan context: J BARRETT 401(K) PLAN
EIN 20-5840411 • Prides Crossing, MA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$718,215
2025 Contributions
$89,864
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $718,215 | $89,864 | $8,986iApproximate average salary by contribution assumption: employee only about $224,660 at 4% or $149,773 at 6%; with 50% employer match about $149,773 at 4% or $99,849 at 6%; with 100% employer match about $112,330 at 4% or $74,887 at 6%. |
| J BARRETT 401(K) PLAN | - | 10 | $718,215 | $89,864 | $8,986iApproximate average salary by contribution assumption: employee only about $224,660 at 4% or $149,773 at 6%; with 50% employer match about $149,773 at 4% or $99,849 at 6%; with 100% employer match about $112,330 at 4% or $74,887 at 6%. |
| 2024 | 1 | 10 | $549,189 | $89,624 | $8,962iApproximate average salary by contribution assumption: employee only about $224,060 at 4% or $149,373 at 6%; with 50% employer match about $149,373 at 4% or $99,582 at 6%; with 100% employer match about $112,030 at 4% or $74,687 at 6%. |
| J BARRETT 401(K) PLAN | - | 10 | $549,189 | $89,624 | $8,962iApproximate average salary by contribution assumption: employee only about $224,060 at 4% or $149,373 at 6%; with 50% employer match about $149,373 at 4% or $99,582 at 6%; with 100% employer match about $112,030 at 4% or $74,687 at 6%. |
| 2023 | 1 | 11 | $437,464 | $121,536 | $11,049iApproximate average salary by contribution assumption: employee only about $276,218 at 4% or $184,145 at 6%; with 50% employer match about $184,145 at 4% or $122,764 at 6%; with 100% employer match about $138,109 at 4% or $92,073 at 6%. |
| J BARRETT 401(K) PLAN | - | 11 | $437,464 | $121,536 | $11,049iApproximate average salary by contribution assumption: employee only about $276,218 at 4% or $184,145 at 6%; with 50% employer match about $184,145 at 4% or $122,764 at 6%; with 100% employer match about $138,109 at 4% or $92,073 at 6%. |
| 2022 | 1 | 11 | $258,327 | $65,726 | $5,975iApproximate average salary by contribution assumption: employee only about $149,377 at 4% or $99,585 at 6%; with 50% employer match about $99,585 at 4% or $66,390 at 6%; with 100% employer match about $74,689 at 4% or $49,792 at 6%. |
| J BARRETT 401(K) PLAN | - | 11 | $258,327 | $65,726 | $5,975iApproximate average salary by contribution assumption: employee only about $149,377 at 4% or $99,585 at 6%; with 50% employer match about $99,585 at 4% or $66,390 at 6%; with 100% employer match about $74,689 at 4% or $49,792 at 6%. |
| 2021 | 1 | 11 | $267,769 | $157,790 | $14,345iApproximate average salary by contribution assumption: employee only about $358,614 at 4% or $239,076 at 6%; with 50% employer match about $239,076 at 4% or $159,384 at 6%; with 100% employer match about $179,307 at 4% or $119,538 at 6%. |
| J BARRETT 401(K) PLAN | - | 11 | $267,769 | $157,790 | $14,345iApproximate average salary by contribution assumption: employee only about $358,614 at 4% or $239,076 at 6%; with 50% employer match about $239,076 at 4% or $159,384 at 6%; with 100% employer match about $179,307 at 4% or $119,538 at 6%. |
| 2020 | 1 | 9 | $119,461 | $65,401 | $7,267iApproximate average salary by contribution assumption: employee only about $181,669 at 4% or $121,113 at 6%; with 50% employer match about $121,113 at 4% or $80,742 at 6%; with 100% employer match about $90,835 at 4% or $60,556 at 6%. |
| J BARRETT 401(K) PLAN | - | 9 | $119,461 | $65,401 | $7,267iApproximate average salary by contribution assumption: employee only about $181,669 at 4% or $121,113 at 6%; with 50% employer match about $121,113 at 4% or $80,742 at 6%; with 100% employer match about $90,835 at 4% or $60,556 at 6%. |
| 2019 | 1 | 9 | $44,273 | $44,825 | $4,981iApproximate average salary by contribution assumption: employee only about $124,514 at 4% or $83,009 at 6%; with 50% employer match about $83,009 at 4% or $55,340 at 6%; with 100% employer match about $62,257 at 4% or $41,505 at 6%. |
| J BARRETT 401(K) PLAN | - | 9 | $44,273 | $44,825 | $4,981iApproximate average salary by contribution assumption: employee only about $124,514 at 4% or $83,009 at 6%; with 50% employer match about $83,009 at 4% or $55,340 at 6%; with 100% employer match about $62,257 at 4% or $41,505 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| J BARRETT 401(K) PLAN | - | 0 | $0 | $0 | - |