Barnes Lipscomb Stewart & Ott PLLC
Plan context: Barnes Lipscomb Stewart & Ott 401(K) Plan
EIN 26-1139640 • Austin, TX • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,938,478
2024 Contributions
$227,233
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $1,938,478 | $227,233 | $20,658iApproximate average salary by contribution assumption: employee only about $516,439 at 4% or $344,292 at 6%; with 50% employer match about $344,292 at 4% or $229,528 at 6%; with 100% employer match about $258,219 at 4% or $172,146 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 11 | $1,938,478 | $227,233 | $20,658iApproximate average salary by contribution assumption: employee only about $516,439 at 4% or $344,292 at 6%; with 50% employer match about $344,292 at 4% or $229,528 at 6%; with 100% employer match about $258,219 at 4% or $172,146 at 6%. |
| 2023 | 1 | 11 | $1,490,413 | $164,874 | $14,989iApproximate average salary by contribution assumption: employee only about $374,714 at 4% or $249,809 at 6%; with 50% employer match about $249,809 at 4% or $166,539 at 6%; with 100% employer match about $187,357 at 4% or $124,905 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 11 | $1,490,413 | $164,874 | $14,989iApproximate average salary by contribution assumption: employee only about $374,714 at 4% or $249,809 at 6%; with 50% employer match about $249,809 at 4% or $166,539 at 6%; with 100% employer match about $187,357 at 4% or $124,905 at 6%. |
| 2022 | 1 | 9 | $1,119,793 | $191,176 | $21,242iApproximate average salary by contribution assumption: employee only about $531,044 at 4% or $354,030 at 6%; with 50% employer match about $354,030 at 4% or $236,020 at 6%; with 100% employer match about $265,522 at 4% or $177,015 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $1,119,793 | $191,176 | $21,242iApproximate average salary by contribution assumption: employee only about $531,044 at 4% or $354,030 at 6%; with 50% employer match about $354,030 at 4% or $236,020 at 6%; with 100% employer match about $265,522 at 4% or $177,015 at 6%. |
| 2021 | 1 | 11 | $1,568,075 | $142,793 | $12,981iApproximate average salary by contribution assumption: employee only about $324,530 at 4% or $216,353 at 6%; with 50% employer match about $216,353 at 4% or $144,235 at 6%; with 100% employer match about $162,265 at 4% or $108,177 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 11 | $1,568,075 | $142,793 | $12,981iApproximate average salary by contribution assumption: employee only about $324,530 at 4% or $216,353 at 6%; with 50% employer match about $216,353 at 4% or $144,235 at 6%; with 100% employer match about $162,265 at 4% or $108,177 at 6%. |
| 2020 | 1 | 10 | $1,327,189 | $135,565 | $13,557iApproximate average salary by contribution assumption: employee only about $338,913 at 4% or $225,942 at 6%; with 50% employer match about $225,942 at 4% or $150,628 at 6%; with 100% employer match about $169,456 at 4% or $112,971 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 10 | $1,327,189 | $135,565 | $13,557iApproximate average salary by contribution assumption: employee only about $338,913 at 4% or $225,942 at 6%; with 50% employer match about $225,942 at 4% or $150,628 at 6%; with 100% employer match about $169,456 at 4% or $112,971 at 6%. |
| 2019 | 1 | 12 | $1,048,815 | $134,746 | $11,229iApproximate average salary by contribution assumption: employee only about $280,721 at 4% or $187,147 at 6%; with 50% employer match about $187,147 at 4% or $124,765 at 6%; with 100% employer match about $140,360 at 4% or $93,574 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 12 | $1,048,815 | $134,746 | $11,229iApproximate average salary by contribution assumption: employee only about $280,721 at 4% or $187,147 at 6%; with 50% employer match about $187,147 at 4% or $124,765 at 6%; with 100% employer match about $140,360 at 4% or $93,574 at 6%. |
| 2018 | 1 | 9 | $763,717 | $117,168 | $13,019iApproximate average salary by contribution assumption: employee only about $325,467 at 4% or $216,978 at 6%; with 50% employer match about $216,978 at 4% or $144,652 at 6%; with 100% employer match about $162,733 at 4% or $108,489 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $763,717 | $117,168 | $13,019iApproximate average salary by contribution assumption: employee only about $325,467 at 4% or $216,978 at 6%; with 50% employer match about $216,978 at 4% or $144,652 at 6%; with 100% employer match about $162,733 at 4% or $108,489 at 6%. |
| 2017 | 1 | 9 | $705,726 | $97,014 | $10,779iApproximate average salary by contribution assumption: employee only about $269,483 at 4% or $179,656 at 6%; with 50% employer match about $179,656 at 4% or $119,770 at 6%; with 100% employer match about $134,742 at 4% or $89,828 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $705,726 | $97,014 | $10,779iApproximate average salary by contribution assumption: employee only about $269,483 at 4% or $179,656 at 6%; with 50% employer match about $179,656 at 4% or $119,770 at 6%; with 100% employer match about $134,742 at 4% or $89,828 at 6%. |
| 2016 | 1 | 9 | $533,284 | $97,973 | $10,886iApproximate average salary by contribution assumption: employee only about $272,147 at 4% or $181,431 at 6%; with 50% employer match about $181,431 at 4% or $120,954 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $533,284 | $97,973 | $10,886iApproximate average salary by contribution assumption: employee only about $272,147 at 4% or $181,431 at 6%; with 50% employer match about $181,431 at 4% or $120,954 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%. |
| 2015 | 1 | 8 | $430,515 | $79,386 | $9,923iApproximate average salary by contribution assumption: employee only about $248,081 at 4% or $165,388 at 6%; with 50% employer match about $165,388 at 4% or $110,258 at 6%; with 100% employer match about $124,041 at 4% or $82,694 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 8 | $430,515 | $79,386 | $9,923iApproximate average salary by contribution assumption: employee only about $248,081 at 4% or $165,388 at 6%; with 50% employer match about $165,388 at 4% or $110,258 at 6%; with 100% employer match about $124,041 at 4% or $82,694 at 6%. |
| 2014 | 1 | 9 | $387,960 | $93,506 | $10,390iApproximate average salary by contribution assumption: employee only about $259,739 at 4% or $173,159 at 6%; with 50% employer match about $173,159 at 4% or $115,440 at 6%; with 100% employer match about $129,869 at 4% or $86,580 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $387,960 | $93,506 | $10,390iApproximate average salary by contribution assumption: employee only about $259,739 at 4% or $173,159 at 6%; with 50% employer match about $173,159 at 4% or $115,440 at 6%; with 100% employer match about $129,869 at 4% or $86,580 at 6%. |
| 2013 | 1 | 8 | $280,365 | $125,032 | $15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 8 | $280,365 | $125,032 | $15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%. |
| 2012 | 1 | 9 | $135,720 | $89,581 | $9,953iApproximate average salary by contribution assumption: employee only about $248,836 at 4% or $165,891 at 6%; with 50% employer match about $165,891 at 4% or $110,594 at 6%; with 100% employer match about $124,418 at 4% or $82,945 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 9 | $135,720 | $89,581 | $9,953iApproximate average salary by contribution assumption: employee only about $248,836 at 4% or $165,891 at 6%; with 50% employer match about $165,891 at 4% or $110,594 at 6%; with 100% employer match about $124,418 at 4% or $82,945 at 6%. |
| 2011 | 1 | 7 | $38,640 | $38,560 | $5,509iApproximate average salary by contribution assumption: employee only about $137,714 at 4% or $91,810 at 6%; with 50% employer match about $91,810 at 4% or $61,206 at 6%; with 100% employer match about $68,857 at 4% or $45,905 at 6%. |
| Barnes Lipscomb Stewart & Ott 401(K) Plan | - | 7 | $38,640 | $38,560 | $5,509iApproximate average salary by contribution assumption: employee only about $137,714 at 4% or $91,810 at 6%; with 50% employer match about $91,810 at 4% or $61,206 at 6%; with 100% employer match about $68,857 at 4% or $45,905 at 6%. |