Civic Intelligence

Barnes Pettey Financial Advisors LLC

Plan context: Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 20-8167191 • Oxford, MS • 16 filings • 3 plans

P.O. Box 2564Oxford, MS 38655
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,518,539

2024 Contributions

$114,096

Historical Graphs

Total Assets Over Time

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

$3,656,803$1,828,402$0200920172024YearValue
$2,518,539Latest year 2024

Participants Over Time

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

1470200920172024YearValue
8Latest 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
202418$2,518,539$114,096$14,262iApproximate average salary by contribution assumption: employee only about $356,550 at 4% or $237,700 at 6%; with 50% employer match about $237,700 at 4% or $158,467 at 6%; with 100% employer match about $178,275 at 4% or $118,850 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-8$2,518,539$114,096$14,262iApproximate average salary by contribution assumption: employee only about $356,550 at 4% or $237,700 at 6%; with 50% employer match about $237,700 at 4% or $158,467 at 6%; with 100% employer match about $178,275 at 4% or $118,850 at 6%.
202318$2,796,619$195,094$24,387iApproximate average salary by contribution assumption: employee only about $609,669 at 4% or $406,446 at 6%; with 50% employer match about $406,446 at 4% or $270,964 at 6%; with 100% employer match about $304,834 at 4% or $203,223 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-8$2,796,619$195,094$24,387iApproximate average salary by contribution assumption: employee only about $609,669 at 4% or $406,446 at 6%; with 50% employer match about $406,446 at 4% or $270,964 at 6%; with 100% employer match about $304,834 at 4% or $203,223 at 6%.
202219$2,214,797$178,154$19,795iApproximate average salary by contribution assumption: employee only about $494,872 at 4% or $329,915 at 6%; with 50% employer match about $329,915 at 4% or $219,943 at 6%; with 100% employer match about $247,436 at 4% or $164,957 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$2,214,797$178,154$19,795iApproximate average salary by contribution assumption: employee only about $494,872 at 4% or $329,915 at 6%; with 50% employer match about $329,915 at 4% or $219,943 at 6%; with 100% employer match about $247,436 at 4% or $164,957 at 6%.
202118$3,593,946$181,739$22,717iApproximate average salary by contribution assumption: employee only about $567,934 at 4% or $378,623 at 6%; with 50% employer match about $378,623 at 4% or $252,415 at 6%; with 100% employer match about $283,967 at 4% or $189,311 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-8$3,593,946$181,739$22,717iApproximate average salary by contribution assumption: employee only about $567,934 at 4% or $378,623 at 6%; with 50% employer match about $378,623 at 4% or $252,415 at 6%; with 100% employer match about $283,967 at 4% or $189,311 at 6%.
202019$3,656,803$156,493$17,388iApproximate average salary by contribution assumption: employee only about $434,703 at 4% or $289,802 at 6%; with 50% employer match about $289,802 at 4% or $193,201 at 6%; with 100% employer match about $217,351 at 4% or $144,901 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$3,656,803$156,493$17,388iApproximate average salary by contribution assumption: employee only about $434,703 at 4% or $289,802 at 6%; with 50% employer match about $289,802 at 4% or $193,201 at 6%; with 100% employer match about $217,351 at 4% or $144,901 at 6%.
201919$2,734,709$150,991$16,777iApproximate average salary by contribution assumption: employee only about $419,419 at 4% or $279,613 at 6%; with 50% employer match about $279,613 at 4% or $186,409 at 6%; with 100% employer match about $209,710 at 4% or $139,806 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$2,734,709$150,991$16,777iApproximate average salary by contribution assumption: employee only about $419,419 at 4% or $279,613 at 6%; with 50% employer match about $279,613 at 4% or $186,409 at 6%; with 100% employer match about $209,710 at 4% or $139,806 at 6%.
2018110$2,124,378$145,614$14,561iApproximate average salary by contribution assumption: employee only about $364,035 at 4% or $242,690 at 6%; with 50% employer match about $242,690 at 4% or $161,793 at 6%; with 100% employer match about $182,018 at 4% or $121,345 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-10$2,124,378$145,614$14,561iApproximate average salary by contribution assumption: employee only about $364,035 at 4% or $242,690 at 6%; with 50% employer match about $242,690 at 4% or $161,793 at 6%; with 100% employer match about $182,018 at 4% or $121,345 at 6%.
2017110$2,721,780$143,124$14,312iApproximate average salary by contribution assumption: employee only about $357,810 at 4% or $238,540 at 6%; with 50% employer match about $238,540 at 4% or $159,027 at 6%; with 100% employer match about $178,905 at 4% or $119,270 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-10$2,721,780$143,124$14,312iApproximate average salary by contribution assumption: employee only about $357,810 at 4% or $238,540 at 6%; with 50% employer match about $238,540 at 4% or $159,027 at 6%; with 100% employer match about $178,905 at 4% or $119,270 at 6%.
201619$2,107,169$127,887$14,210iApproximate average salary by contribution assumption: employee only about $355,242 at 4% or $236,828 at 6%; with 50% employer match about $236,828 at 4% or $157,885 at 6%; with 100% employer match about $177,621 at 4% or $118,414 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$2,107,169$127,887$14,210iApproximate average salary by contribution assumption: employee only about $355,242 at 4% or $236,828 at 6%; with 50% employer match about $236,828 at 4% or $157,885 at 6%; with 100% employer match about $177,621 at 4% or $118,414 at 6%.
201519$2,140,889$135,125$15,014iApproximate average salary by contribution assumption: employee only about $375,347 at 4% or $250,231 at 6%; with 50% employer match about $250,231 at 4% or $166,821 at 6%; with 100% employer match about $187,674 at 4% or $125,116 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$2,140,889$135,125$15,014iApproximate average salary by contribution assumption: employee only about $375,347 at 4% or $250,231 at 6%; with 50% employer match about $250,231 at 4% or $166,821 at 6%; with 100% employer match about $187,674 at 4% or $125,116 at 6%.
201419$2,106,673$128,791$14,310iApproximate average salary by contribution assumption: employee only about $357,753 at 4% or $238,502 at 6%; with 50% employer match about $238,502 at 4% or $159,001 at 6%; with 100% employer match about $178,876 at 4% or $119,251 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-9$2,106,673$128,791$14,310iApproximate average salary by contribution assumption: employee only about $357,753 at 4% or $238,502 at 6%; with 50% employer match about $238,502 at 4% or $159,001 at 6%; with 100% employer match about $178,876 at 4% or $119,251 at 6%.
2013110$1,920,954$118,706$11,871iApproximate average salary by contribution assumption: employee only about $296,765 at 4% or $197,843 at 6%; with 50% employer match about $197,843 at 4% or $131,896 at 6%; with 100% employer match about $148,383 at 4% or $98,922 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-10$1,920,954$118,706$11,871iApproximate average salary by contribution assumption: employee only about $296,765 at 4% or $197,843 at 6%; with 50% employer match about $197,843 at 4% or $131,896 at 6%; with 100% employer match about $148,383 at 4% or $98,922 at 6%.
201218$1,538,860$111,858$13,982iApproximate average salary by contribution assumption: employee only about $349,556 at 4% or $233,038 at 6%; with 50% employer match about $233,038 at 4% or $155,358 at 6%; with 100% employer match about $174,778 at 4% or $116,519 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-8$1,538,860$111,858$13,982iApproximate average salary by contribution assumption: employee only about $349,556 at 4% or $233,038 at 6%; with 50% employer match about $233,038 at 4% or $155,358 at 6%; with 100% employer match about $174,778 at 4% or $116,519 at 6%.
2011111$2,985,249$103,379$9,398iApproximate average salary by contribution assumption: employee only about $234,952 at 4% or $156,635 at 6%; with 50% employer match about $156,635 at 4% or $104,423 at 6%; with 100% employer match about $117,476 at 4% or $78,317 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-11$2,985,249$103,379$9,398iApproximate average salary by contribution assumption: employee only about $234,952 at 4% or $156,635 at 6%; with 50% employer match about $156,635 at 4% or $104,423 at 6%; with 100% employer match about $117,476 at 4% or $78,317 at 6%.
2010113$3,462,440$131,040$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-13$3,462,440$131,040$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
2009114$2,910,524$109,712$7,837iApproximate average salary by contribution assumption: employee only about $195,914 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,073 at 6%; with 100% employer match about $97,957 at 4% or $65,305 at 6%.
Barnes Pettey Financial Advisors LLC 401(K) Profit Sharing Plan-14$2,910,524$109,712$7,837iApproximate average salary by contribution assumption: employee only about $195,914 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,073 at 6%; with 100% employer match about $97,957 at 4% or $65,305 at 6%.