Civic Intelligence

J.M. Barry & Associates LLC

Plan context: Barry, Evans, Josephs & Snipes 401(K) Retirement Plan

EIN 26-2748759 • Charlotte, NC • 16 filings • 1 plans

6525 Carnegie Blvd Suite 402Charlotte, NC 28211
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$10,346,004

2024 Contributions

$274,972

Historical Graphs

Total Assets Over Time

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

$10,346,004$5,173,002$0200920172024YearValue
$10,346,004Latest year 2024

Participants Over Time

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

21110200920172024YearValue
15Latest 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
2024115$10,346,004$274,972$18,331iApproximate average salary by contribution assumption: employee only about $458,287 at 4% or $305,524 at 6%; with 50% employer match about $305,524 at 4% or $203,683 at 6%; with 100% employer match about $229,143 at 4% or $152,762 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-15$10,346,004$274,972$18,331iApproximate average salary by contribution assumption: employee only about $458,287 at 4% or $305,524 at 6%; with 50% employer match about $305,524 at 4% or $203,683 at 6%; with 100% employer match about $229,143 at 4% or $152,762 at 6%.
2023115$8,748,086$273,676$18,245iApproximate average salary by contribution assumption: employee only about $456,127 at 4% or $304,084 at 6%; with 50% employer match about $304,084 at 4% or $202,723 at 6%; with 100% employer match about $228,063 at 4% or $152,042 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-15$8,748,086$273,676$18,245iApproximate average salary by contribution assumption: employee only about $456,127 at 4% or $304,084 at 6%; with 50% employer match about $304,084 at 4% or $202,723 at 6%; with 100% employer match about $228,063 at 4% or $152,042 at 6%.
2022117$7,788,014$247,344$14,550iApproximate average salary by contribution assumption: employee only about $363,741 at 4% or $242,494 at 6%; with 50% employer match about $242,494 at 4% or $161,663 at 6%; with 100% employer match about $181,871 at 4% or $121,247 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-17$7,788,014$247,344$14,550iApproximate average salary by contribution assumption: employee only about $363,741 at 4% or $242,494 at 6%; with 50% employer match about $242,494 at 4% or $161,663 at 6%; with 100% employer match about $181,871 at 4% or $121,247 at 6%.
2021117$9,180,014$278,038$16,355iApproximate average salary by contribution assumption: employee only about $408,879 at 4% or $272,586 at 6%; with 50% employer match about $272,586 at 4% or $181,724 at 6%; with 100% employer match about $204,440 at 4% or $136,293 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-17$9,180,014$278,038$16,355iApproximate average salary by contribution assumption: employee only about $408,879 at 4% or $272,586 at 6%; with 50% employer match about $272,586 at 4% or $181,724 at 6%; with 100% employer match about $204,440 at 4% or $136,293 at 6%.
2020117$7,815,153$271,472$15,969iApproximate average salary by contribution assumption: employee only about $399,224 at 4% or $266,149 at 6%; with 50% employer match about $266,149 at 4% or $177,433 at 6%; with 100% employer match about $199,612 at 4% or $133,075 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-17$7,815,153$271,472$15,969iApproximate average salary by contribution assumption: employee only about $399,224 at 4% or $266,149 at 6%; with 50% employer match about $266,149 at 4% or $177,433 at 6%; with 100% employer match about $199,612 at 4% or $133,075 at 6%.
2019118$6,171,585$294,062$16,337iApproximate average salary by contribution assumption: employee only about $408,419 at 4% or $272,280 at 6%; with 50% employer match about $272,280 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-18$6,171,585$294,062$16,337iApproximate average salary by contribution assumption: employee only about $408,419 at 4% or $272,280 at 6%; with 50% employer match about $272,280 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
2018121$5,808,358$240,706$11,462iApproximate average salary by contribution assumption: employee only about $286,555 at 4% or $191,037 at 6%; with 50% employer match about $191,037 at 4% or $127,358 at 6%; with 100% employer match about $143,277 at 4% or $95,518 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-21$5,808,358$240,706$11,462iApproximate average salary by contribution assumption: employee only about $286,555 at 4% or $191,037 at 6%; with 50% employer match about $191,037 at 4% or $127,358 at 6%; with 100% employer match about $143,277 at 4% or $95,518 at 6%.
2017120$5,932,829$287,483$14,374iApproximate average salary by contribution assumption: employee only about $359,354 at 4% or $239,569 at 6%; with 50% employer match about $239,569 at 4% or $159,713 at 6%; with 100% employer match about $179,677 at 4% or $119,785 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-20$5,932,829$287,483$14,374iApproximate average salary by contribution assumption: employee only about $359,354 at 4% or $239,569 at 6%; with 50% employer match about $239,569 at 4% or $159,713 at 6%; with 100% employer match about $179,677 at 4% or $119,785 at 6%.
2016120$5,000,194$452,336$22,617iApproximate average salary by contribution assumption: employee only about $565,420 at 4% or $376,947 at 6%; with 50% employer match about $376,947 at 4% or $251,298 at 6%; with 100% employer match about $282,710 at 4% or $188,473 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-20$5,000,194$452,336$22,617iApproximate average salary by contribution assumption: employee only about $565,420 at 4% or $376,947 at 6%; with 50% employer match about $376,947 at 4% or $251,298 at 6%; with 100% employer match about $282,710 at 4% or $188,473 at 6%.
2015120$4,722,091$372,204$18,610iApproximate average salary by contribution assumption: employee only about $465,255 at 4% or $310,170 at 6%; with 50% employer match about $310,170 at 4% or $206,780 at 6%; with 100% employer match about $232,628 at 4% or $155,085 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-20$4,722,091$372,204$18,610iApproximate average salary by contribution assumption: employee only about $465,255 at 4% or $310,170 at 6%; with 50% employer match about $310,170 at 4% or $206,780 at 6%; with 100% employer match about $232,628 at 4% or $155,085 at 6%.
2014117$4,394,102$349,290$20,546iApproximate average salary by contribution assumption: employee only about $513,662 at 4% or $342,441 at 6%; with 50% employer match about $342,441 at 4% or $228,294 at 6%; with 100% employer match about $256,831 at 4% or $171,221 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-17$4,394,102$349,290$20,546iApproximate average salary by contribution assumption: employee only about $513,662 at 4% or $342,441 at 6%; with 50% employer match about $342,441 at 4% or $228,294 at 6%; with 100% employer match about $256,831 at 4% or $171,221 at 6%.
2013120$3,816,387$372,146$18,607iApproximate average salary by contribution assumption: employee only about $465,183 at 4% or $310,122 at 6%; with 50% employer match about $310,122 at 4% or $206,748 at 6%; with 100% employer match about $232,591 at 4% or $155,061 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-20$3,816,387$372,146$18,607iApproximate average salary by contribution assumption: employee only about $465,183 at 4% or $310,122 at 6%; with 50% employer match about $310,122 at 4% or $206,748 at 6%; with 100% employer match about $232,591 at 4% or $155,061 at 6%.
2012115$2,952,392$332,115$22,141iApproximate average salary by contribution assumption: employee only about $553,525 at 4% or $369,017 at 6%; with 50% employer match about $369,017 at 4% or $246,011 at 6%; with 100% employer match about $276,763 at 4% or $184,508 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-15$2,952,392$332,115$22,141iApproximate average salary by contribution assumption: employee only about $553,525 at 4% or $369,017 at 6%; with 50% employer match about $369,017 at 4% or $246,011 at 6%; with 100% employer match about $276,763 at 4% or $184,508 at 6%.
2011114$2,362,258$284,264$20,305iApproximate average salary by contribution assumption: employee only about $507,614 at 4% or $338,410 at 6%; with 50% employer match about $338,410 at 4% or $225,606 at 6%; with 100% employer match about $253,807 at 4% or $169,205 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-14$2,362,258$284,264$20,305iApproximate average salary by contribution assumption: employee only about $507,614 at 4% or $338,410 at 6%; with 50% employer match about $338,410 at 4% or $225,606 at 6%; with 100% employer match about $253,807 at 4% or $169,205 at 6%.
2010111$2,076,132$224,854$20,441iApproximate average salary by contribution assumption: employee only about $511,032 at 4% or $340,688 at 6%; with 50% employer match about $340,688 at 4% or $227,125 at 6%; with 100% employer match about $255,516 at 4% or $170,344 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-11$2,076,132$224,854$20,441iApproximate average salary by contribution assumption: employee only about $511,032 at 4% or $340,688 at 6%; with 50% employer match about $340,688 at 4% or $227,125 at 6%; with 100% employer match about $255,516 at 4% or $170,344 at 6%.
200919$1,649,438$1,557,957$173,106iApproximate average salary by contribution assumption: employee only about $4,327,658 at 4% or $2,885,106 at 6%; with 50% employer match about $2,885,106 at 4% or $1,923,404 at 6%; with 100% employer match about $2,163,829 at 4% or $1,442,553 at 6%.
Barry, Evans, Josephs & Snipes 401(K) Retirement Plan-9$1,649,438$1,557,957$173,106iApproximate average salary by contribution assumption: employee only about $4,327,658 at 4% or $2,885,106 at 6%; with 50% employer match about $2,885,106 at 4% or $1,923,404 at 6%; with 100% employer match about $2,163,829 at 4% or $1,442,553 at 6%.