Dan Barclay Inc.
Plan context: Dan Barclay Inc. Savings & Investment Plan
EIN 22-1763847 • Franklin, NJ • 12 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
2
2012 Assets
$156,681
2012 Contributions
$34,959
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 2 | $156,681 | $34,959 | $17,480iApproximate average salary by contribution assumption: employee only about $436,988 at 4% or $291,325 at 6%; with 50% employer match about $291,325 at 4% or $194,217 at 6%; with 100% employer match about $218,494 at 4% or $145,663 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 2 | $156,681 | $34,959 | $17,480iApproximate average salary by contribution assumption: employee only about $436,988 at 4% or $291,325 at 6%; with 50% employer match about $291,325 at 4% or $194,217 at 6%; with 100% employer match about $218,494 at 4% or $145,663 at 6%. |
| 2011 | 1 | 16 | $735,853 | $42,914 | $2,682iApproximate average salary by contribution assumption: employee only about $67,053 at 4% or $44,702 at 6%; with 50% employer match about $44,702 at 4% or $29,801 at 6%; with 100% employer match about $33,527 at 4% or $22,351 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 16 | $735,853 | $42,914 | $2,682iApproximate average salary by contribution assumption: employee only about $67,053 at 4% or $44,702 at 6%; with 50% employer match about $44,702 at 4% or $29,801 at 6%; with 100% employer match about $33,527 at 4% or $22,351 at 6%. |
| 2010 | 1 | 18 | $778,631 | $47,748 | $2,653iApproximate average salary by contribution assumption: employee only about $66,317 at 4% or $44,211 at 6%; with 50% employer match about $44,211 at 4% or $29,474 at 6%; with 100% employer match about $33,158 at 4% or $22,106 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 18 | $778,631 | $47,748 | $2,653iApproximate average salary by contribution assumption: employee only about $66,317 at 4% or $44,211 at 6%; with 50% employer match about $44,211 at 4% or $29,474 at 6%; with 100% employer match about $33,158 at 4% or $22,106 at 6%. |
| 2009 | 1 | 21 | $858,247 | $62,154 | $2,960iApproximate average salary by contribution assumption: employee only about $73,993 at 4% or $49,329 at 6%; with 50% employer match about $49,329 at 4% or $32,886 at 6%; with 100% employer match about $36,996 at 4% or $24,664 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 21 | $858,247 | $62,154 | $2,960iApproximate average salary by contribution assumption: employee only about $73,993 at 4% or $49,329 at 6%; with 50% employer match about $49,329 at 4% or $32,886 at 6%; with 100% employer match about $36,996 at 4% or $24,664 at 6%. |
| 2008 | 1 | 16 | $0 | $0 | - |
| Dan Barclay Inc. Savings & Investment Plan | - | 16 | - | - | - |
| 2007 | 1 | 14 | $0 | $0 | - |
| Dan Barclay Inc. Savings & Investment Plan | - | 14 | - | - | - |
| 2006 | 1 | 18 | $788,893 | $82,212 | $4,567iApproximate average salary by contribution assumption: employee only about $114,183 at 4% or $76,122 at 6%; with 50% employer match about $76,122 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 18 | $788,893 | $82,212 | $4,567iApproximate average salary by contribution assumption: employee only about $114,183 at 4% or $76,122 at 6%; with 50% employer match about $76,122 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%. |
| 2005 | 1 | 18 | $697,118 | $62,503 | $3,472iApproximate average salary by contribution assumption: employee only about $86,810 at 4% or $57,873 at 6%; with 50% employer match about $57,873 at 4% or $38,582 at 6%; with 100% employer match about $43,405 at 4% or $28,937 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 18 | $697,118 | $62,503 | $3,472iApproximate average salary by contribution assumption: employee only about $86,810 at 4% or $57,873 at 6%; with 50% employer match about $57,873 at 4% or $38,582 at 6%; with 100% employer match about $43,405 at 4% or $28,937 at 6%. |
| 2004 | 1 | 17 | $816,621 | $61,470 | $3,616iApproximate average salary by contribution assumption: employee only about $90,397 at 4% or $60,265 at 6%; with 50% employer match about $60,265 at 4% or $40,176 at 6%; with 100% employer match about $45,199 at 4% or $30,132 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 17 | $816,621 | $61,470 | $3,616iApproximate average salary by contribution assumption: employee only about $90,397 at 4% or $60,265 at 6%; with 50% employer match about $60,265 at 4% or $40,176 at 6%; with 100% employer match about $45,199 at 4% or $30,132 at 6%. |
| 2003 | 1 | 18 | $817,625 | $67,475 | $3,749iApproximate average salary by contribution assumption: employee only about $93,715 at 4% or $62,477 at 6%; with 50% employer match about $62,477 at 4% or $41,651 at 6%; with 100% employer match about $46,858 at 4% or $31,238 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 18 | $817,625 | $67,475 | $3,749iApproximate average salary by contribution assumption: employee only about $93,715 at 4% or $62,477 at 6%; with 50% employer match about $62,477 at 4% or $41,651 at 6%; with 100% employer match about $46,858 at 4% or $31,238 at 6%. |
| 2002 | 1 | 21 | $713,078 | $106,402 | $5,067iApproximate average salary by contribution assumption: employee only about $126,669 at 4% or $84,446 at 6%; with 50% employer match about $84,446 at 4% or $56,297 at 6%; with 100% employer match about $63,335 at 4% or $42,223 at 6%. |
| Dan Barclay Inc. Savings & Investment Plan | - | 21 | $713,078 | $106,402 | $5,067iApproximate average salary by contribution assumption: employee only about $126,669 at 4% or $84,446 at 6%; with 50% employer match about $84,446 at 4% or $56,297 at 6%; with 100% employer match about $63,335 at 4% or $42,223 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| Dan Barclay Inc. Savings & Investment Plan | - | 23 | - | - | - |