Civic Intelligence

KATES & BARLOW, PC

Plan context: KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN

EIN 27-0261952 • Boston, MA • 16 filings • 2 plans

21 Custom House StreetBoston, MA 02110
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,227,901

2025 Contributions

$191,723

Historical Graphs

Total Assets Over Time

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

$2,227,901$1,113,951$0201020182025YearValue
$2,227,901Latest year 2025

Participants Over Time

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

1160201020182025YearValue
10Latest year 2025

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
2025110$2,227,901$191,723$19,172iApproximate average salary by contribution assumption: employee only about $479,308 at 4% or $319,538 at 6%; with 50% employer match about $319,538 at 4% or $213,026 at 6%; with 100% employer match about $239,654 at 4% or $159,769 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-10$2,227,901$191,723$19,172iApproximate average salary by contribution assumption: employee only about $479,308 at 4% or $319,538 at 6%; with 50% employer match about $319,538 at 4% or $213,026 at 6%; with 100% employer match about $239,654 at 4% or $159,769 at 6%.
202419$1,722,293$191,574$21,286iApproximate average salary by contribution assumption: employee only about $532,150 at 4% or $354,767 at 6%; with 50% employer match about $354,767 at 4% or $236,511 at 6%; with 100% employer match about $266,075 at 4% or $177,383 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-9$1,722,293$191,574$21,286iApproximate average salary by contribution assumption: employee only about $532,150 at 4% or $354,767 at 6%; with 50% employer match about $354,767 at 4% or $236,511 at 6%; with 100% employer match about $266,075 at 4% or $177,383 at 6%.
202319$1,460,448$305,671$33,963iApproximate average salary by contribution assumption: employee only about $849,086 at 4% or $566,057 at 6%; with 50% employer match about $566,057 at 4% or $377,372 at 6%; with 100% employer match about $424,543 at 4% or $283,029 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-9$1,460,448$305,671$33,963iApproximate average salary by contribution assumption: employee only about $849,086 at 4% or $566,057 at 6%; with 50% employer match about $566,057 at 4% or $377,372 at 6%; with 100% employer match about $424,543 at 4% or $283,029 at 6%.
202218$959,254$159,663$19,958iApproximate average salary by contribution assumption: employee only about $498,947 at 4% or $332,631 at 6%; with 50% employer match about $332,631 at 4% or $221,754 at 6%; with 100% employer match about $249,473 at 4% or $166,316 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-8$959,254$159,663$19,958iApproximate average salary by contribution assumption: employee only about $498,947 at 4% or $332,631 at 6%; with 50% employer match about $332,631 at 4% or $221,754 at 6%; with 100% employer match about $249,473 at 4% or $166,316 at 6%.
202119$1,379,158$153,855$17,095iApproximate average salary by contribution assumption: employee only about $427,375 at 4% or $284,917 at 6%; with 50% employer match about $284,917 at 4% or $189,944 at 6%; with 100% employer match about $213,688 at 4% or $142,458 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-9$1,379,158$153,855$17,095iApproximate average salary by contribution assumption: employee only about $427,375 at 4% or $284,917 at 6%; with 50% employer match about $284,917 at 4% or $189,944 at 6%; with 100% employer match about $213,688 at 4% or $142,458 at 6%.
202019$1,244,444$164,692$18,299iApproximate average salary by contribution assumption: employee only about $457,478 at 4% or $304,985 at 6%; with 50% employer match about $304,985 at 4% or $203,323 at 6%; with 100% employer match about $228,739 at 4% or $152,493 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-9$1,244,444$164,692$18,299iApproximate average salary by contribution assumption: employee only about $457,478 at 4% or $304,985 at 6%; with 50% employer match about $304,985 at 4% or $203,323 at 6%; with 100% employer match about $228,739 at 4% or $152,493 at 6%.
201918$899,101$153,143$19,143iApproximate average salary by contribution assumption: employee only about $478,572 at 4% or $319,048 at 6%; with 50% employer match about $319,048 at 4% or $212,699 at 6%; with 100% employer match about $239,286 at 4% or $159,524 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-8$899,101$153,143$19,143iApproximate average salary by contribution assumption: employee only about $478,572 at 4% or $319,048 at 6%; with 50% employer match about $319,048 at 4% or $212,699 at 6%; with 100% employer match about $239,286 at 4% or $159,524 at 6%.
201819$590,485$133,857$14,873iApproximate average salary by contribution assumption: employee only about $371,825 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,256 at 6%; with 100% employer match about $185,913 at 4% or $123,942 at 6%.
KATES & BARLOW, PC 401(K) PROFIT SHARING PLAN-9$590,485$133,857$14,873iApproximate average salary by contribution assumption: employee only about $371,825 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,256 at 6%; with 100% employer match about $185,913 at 4% or $123,942 at 6%.
201718$1,000,092$128,135$16,017iApproximate average salary by contribution assumption: employee only about $400,422 at 4% or $266,948 at 6%; with 50% employer match about $266,948 at 4% or $177,965 at 6%; with 100% employer match about $200,211 at 4% or $133,474 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-8$1,000,092$128,135$16,017iApproximate average salary by contribution assumption: employee only about $400,422 at 4% or $266,948 at 6%; with 50% employer match about $266,948 at 4% or $177,965 at 6%; with 100% employer match about $200,211 at 4% or $133,474 at 6%.
201619$789,462$145,696$16,188iApproximate average salary by contribution assumption: employee only about $404,711 at 4% or $269,807 at 6%; with 50% employer match about $269,807 at 4% or $179,872 at 6%; with 100% employer match about $202,356 at 4% or $134,904 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-9$789,462$145,696$16,188iApproximate average salary by contribution assumption: employee only about $404,711 at 4% or $269,807 at 6%; with 50% employer match about $269,807 at 4% or $179,872 at 6%; with 100% employer match about $202,356 at 4% or $134,904 at 6%.
201519$603,255$135,844$15,094iApproximate average salary by contribution assumption: employee only about $377,344 at 4% or $251,563 at 6%; with 50% employer match about $251,563 at 4% or $167,709 at 6%; with 100% employer match about $188,672 at 4% or $125,781 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-9$603,255$135,844$15,094iApproximate average salary by contribution assumption: employee only about $377,344 at 4% or $251,563 at 6%; with 50% employer match about $251,563 at 4% or $167,709 at 6%; with 100% employer match about $188,672 at 4% or $125,781 at 6%.
2014110$594,965$158,717$15,872iApproximate average salary by contribution assumption: employee only about $396,793 at 4% or $264,528 at 6%; with 50% employer match about $264,528 at 4% or $176,352 at 6%; with 100% employer match about $198,396 at 4% or $132,264 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-10$594,965$158,717$15,872iApproximate average salary by contribution assumption: employee only about $396,793 at 4% or $264,528 at 6%; with 50% employer match about $264,528 at 4% or $176,352 at 6%; with 100% employer match about $198,396 at 4% or $132,264 at 6%.
2013111$422,979$128,582$11,689iApproximate average salary by contribution assumption: employee only about $292,232 at 4% or $194,821 at 6%; with 50% employer match about $194,821 at 4% or $129,881 at 6%; with 100% employer match about $146,116 at 4% or $97,411 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-11$422,979$128,582$11,689iApproximate average salary by contribution assumption: employee only about $292,232 at 4% or $194,821 at 6%; with 50% employer match about $194,821 at 4% or $129,881 at 6%; with 100% employer match about $146,116 at 4% or $97,411 at 6%.
2012110$331,532$125,075$12,508iApproximate average salary by contribution assumption: employee only about $312,688 at 4% or $208,458 at 6%; with 50% employer match about $208,458 at 4% or $138,972 at 6%; with 100% employer match about $156,344 at 4% or $104,229 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-10$331,532$125,075$12,508iApproximate average salary by contribution assumption: employee only about $312,688 at 4% or $208,458 at 6%; with 50% employer match about $208,458 at 4% or $138,972 at 6%; with 100% employer match about $156,344 at 4% or $104,229 at 6%.
2011110$213,583$109,012$10,901iApproximate average salary by contribution assumption: employee only about $272,530 at 4% or $181,687 at 6%; with 50% employer match about $181,687 at 4% or $121,124 at 6%; with 100% employer match about $136,265 at 4% or $90,843 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-10$213,583$109,012$10,901iApproximate average salary by contribution assumption: employee only about $272,530 at 4% or $181,687 at 6%; with 50% employer match about $181,687 at 4% or $121,124 at 6%; with 100% employer match about $136,265 at 4% or $90,843 at 6%.
2010110$109,833$105,549$10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,915 at 6%; with 50% employer match about $175,915 at 4% or $117,277 at 6%; with 100% employer match about $131,936 at 4% or $87,958 at 6%.
KATES & BARLOW, PC 401K PROFIT SHARING PLAN-10$109,833$105,549$10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,915 at 6%; with 50% employer match about $175,915 at 4% or $117,277 at 6%; with 100% employer match about $131,936 at 4% or $87,958 at 6%.