Civic Intelligence

Baratta & Fenerty Ltd.

Plan context: BARATTA & FENERTY, LTD. 401K PROFIT SHARING PLAN

EIN 23-2449986 • Huntingdon Valley, PA • 10 filings • 2 plans

2661 Huntingdon PikeHuntingdon Valley, PA 19006
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$178,132

2010 Contributions

$4,326

Historical Graphs

Total Assets Over Time

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

$1,508,705$754,353$0200220062009YearValue
$178,132Latest year 2009

Participants Over Time

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

420200220062009YearValue
4Latest year 2009

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
201010$0$0-
BARATTA & FENERTY, LTD. 401K PROFIT SHARING PLAN-0$0$0-
200914$178,132$4,326$1,082iApproximate average salary by contribution assumption: employee only about $27,038 at 4% or $18,025 at 6%; with 50% employer match about $18,025 at 4% or $12,017 at 6%; with 100% employer match about $13,519 at 4% or $9,013 at 6%.
BARATTA & FENERTY, LTD. 401K PROFIT SHARING PLAN-4$178,132$4,326$1,082iApproximate average salary by contribution assumption: employee only about $27,038 at 4% or $18,025 at 6%; with 50% employer match about $18,025 at 4% or $12,017 at 6%; with 100% employer match about $13,519 at 4% or $9,013 at 6%.
200824$170,342$62,803$15,701iApproximate average salary by contribution assumption: employee only about $392,519 at 4% or $261,679 at 6%; with 50% employer match about $261,679 at 4% or $174,453 at 6%; with 100% employer match about $196,259 at 4% or $130,840 at 6%.
BARATTA & FENERTY, LTD. 401K PROFIT SHARING PLAN-4$170,342$62,803$15,701iApproximate average salary by contribution assumption: employee only about $392,519 at 4% or $261,679 at 6%; with 50% employer match about $261,679 at 4% or $174,453 at 6%; with 100% employer match about $196,259 at 4% or $130,840 at 6%.
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-0---
200724$0$0-
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-3---
BARATTA & FENERTY, LTD. 401K PROFIT SHARING PLAN-4---
200613$1,508,705$0-
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-3$1,508,705--
200513$1,433,780$0-
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-3$1,433,780--
200413$1,394,421$370,327$123,442iApproximate average salary by contribution assumption: employee only about $3,086,058 at 4% or $2,057,372 at 6%; with 50% employer match about $2,057,372 at 4% or $1,371,581 at 6%; with 100% employer match about $1,543,029 at 4% or $1,028,686 at 6%.
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-3$1,394,421$370,327$123,442iApproximate average salary by contribution assumption: employee only about $3,086,058 at 4% or $2,057,372 at 6%; with 50% employer match about $2,057,372 at 4% or $1,371,581 at 6%; with 100% employer match about $1,543,029 at 4% or $1,028,686 at 6%.
200213$648,937$351,218$117,073iApproximate average salary by contribution assumption: employee only about $2,926,817 at 4% or $1,951,211 at 6%; with 50% employer match about $1,951,211 at 4% or $1,300,807 at 6%; with 100% employer match about $1,463,408 at 4% or $975,606 at 6%.
Baratta & Fenerty Ltd. Defined Benefit Pension Plan-3$648,937$351,218$117,073iApproximate average salary by contribution assumption: employee only about $2,926,817 at 4% or $1,951,211 at 6%; with 50% employer match about $1,951,211 at 4% or $1,300,807 at 6%; with 100% employer match about $1,463,408 at 4% or $975,606 at 6%.