Civic Intelligence

Barnstone Advisors LLC

Plan context: Barnstone Advisors LLC 401(K) Profit Sharing Plan

EIN 27-4860561 • Phoenixville, PA • 13 filings • 1 plans

388 W. Pothouse RoadSuite APhoenixville, PA 19460
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,188,495

2025 Contributions

$76,019

Historical Graphs

Total Assets Over Time

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

$1,188,495$594,248$0201320192025YearValue
$1,188,495Latest year 2025

Participants Over Time

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

320201320192025YearValue
3Latest 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
202513$1,188,495$76,019$25,340iApproximate average salary by contribution assumption: employee only about $633,492 at 4% or $422,328 at 6%; with 50% employer match about $422,328 at 4% or $281,552 at 6%; with 100% employer match about $316,746 at 4% or $211,164 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-3$1,188,495$76,019$25,340iApproximate average salary by contribution assumption: employee only about $633,492 at 4% or $422,328 at 6%; with 50% employer match about $422,328 at 4% or $281,552 at 6%; with 100% employer match about $316,746 at 4% or $211,164 at 6%.
202413$961,937$70,530$23,510iApproximate average salary by contribution assumption: employee only about $587,750 at 4% or $391,833 at 6%; with 50% employer match about $391,833 at 4% or $261,222 at 6%; with 100% employer match about $293,875 at 4% or $195,917 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-3$961,937$70,530$23,510iApproximate average salary by contribution assumption: employee only about $587,750 at 4% or $391,833 at 6%; with 50% employer match about $391,833 at 4% or $261,222 at 6%; with 100% employer match about $293,875 at 4% or $195,917 at 6%.
202313$807,861$95,450$31,817iApproximate average salary by contribution assumption: employee only about $795,417 at 4% or $530,278 at 6%; with 50% employer match about $530,278 at 4% or $353,519 at 6%; with 100% employer match about $397,708 at 4% or $265,139 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-3$807,861$95,450$31,817iApproximate average salary by contribution assumption: employee only about $795,417 at 4% or $530,278 at 6%; with 50% employer match about $530,278 at 4% or $353,519 at 6%; with 100% employer match about $397,708 at 4% or $265,139 at 6%.
202213$630,599$44,839$14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-3$630,599$44,839$14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%.
202112$679,139$39,748$19,874iApproximate average salary by contribution assumption: employee only about $496,850 at 4% or $331,233 at 6%; with 50% employer match about $331,233 at 4% or $220,822 at 6%; with 100% employer match about $248,425 at 4% or $165,617 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$679,139$39,748$19,874iApproximate average salary by contribution assumption: employee only about $496,850 at 4% or $331,233 at 6%; with 50% employer match about $331,233 at 4% or $220,822 at 6%; with 100% employer match about $248,425 at 4% or $165,617 at 6%.
202012$577,442$44,283$22,142iApproximate average salary by contribution assumption: employee only about $553,538 at 4% or $369,025 at 6%; with 50% employer match about $369,025 at 4% or $246,017 at 6%; with 100% employer match about $276,769 at 4% or $184,513 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$577,442$44,283$22,142iApproximate average salary by contribution assumption: employee only about $553,538 at 4% or $369,025 at 6%; with 50% employer match about $369,025 at 4% or $246,017 at 6%; with 100% employer match about $276,769 at 4% or $184,513 at 6%.
201912$480,882$65,727$32,864iApproximate average salary by contribution assumption: employee only about $821,588 at 4% or $547,725 at 6%; with 50% employer match about $547,725 at 4% or $365,150 at 6%; with 100% employer match about $410,794 at 4% or $273,863 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$480,882$65,727$32,864iApproximate average salary by contribution assumption: employee only about $821,588 at 4% or $547,725 at 6%; with 50% employer match about $547,725 at 4% or $365,150 at 6%; with 100% employer match about $410,794 at 4% or $273,863 at 6%.
201812$358,437$64,890$32,445iApproximate average salary by contribution assumption: employee only about $811,125 at 4% or $540,750 at 6%; with 50% employer match about $540,750 at 4% or $360,500 at 6%; with 100% employer match about $405,563 at 4% or $270,375 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$358,437$64,890$32,445iApproximate average salary by contribution assumption: employee only about $811,125 at 4% or $540,750 at 6%; with 50% employer match about $540,750 at 4% or $360,500 at 6%; with 100% employer match about $405,563 at 4% or $270,375 at 6%.
201712$307,245$63,137$31,569iApproximate average salary by contribution assumption: employee only about $789,213 at 4% or $526,142 at 6%; with 50% employer match about $526,142 at 4% or $350,761 at 6%; with 100% employer match about $394,606 at 4% or $263,071 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$307,245$63,137$31,569iApproximate average salary by contribution assumption: employee only about $789,213 at 4% or $526,142 at 6%; with 50% employer match about $526,142 at 4% or $350,761 at 6%; with 100% employer match about $394,606 at 4% or $263,071 at 6%.
201612$219,358$61,945$30,973iApproximate average salary by contribution assumption: employee only about $774,313 at 4% or $516,208 at 6%; with 50% employer match about $516,208 at 4% or $344,139 at 6%; with 100% employer match about $387,156 at 4% or $258,104 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$219,358$61,945$30,973iApproximate average salary by contribution assumption: employee only about $774,313 at 4% or $516,208 at 6%; with 50% employer match about $516,208 at 4% or $344,139 at 6%; with 100% employer match about $387,156 at 4% or $258,104 at 6%.
201512$148,405$61,840$30,920iApproximate average salary by contribution assumption: employee only about $773,000 at 4% or $515,333 at 6%; with 50% employer match about $515,333 at 4% or $343,556 at 6%; with 100% employer match about $386,500 at 4% or $257,667 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$148,405$61,840$30,920iApproximate average salary by contribution assumption: employee only about $773,000 at 4% or $515,333 at 6%; with 50% employer match about $515,333 at 4% or $343,556 at 6%; with 100% employer match about $386,500 at 4% or $257,667 at 6%.
201412$89,432$60,094$30,047iApproximate average salary by contribution assumption: employee only about $751,175 at 4% or $500,783 at 6%; with 50% employer match about $500,783 at 4% or $333,856 at 6%; with 100% employer match about $375,588 at 4% or $250,392 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$89,432$60,094$30,047iApproximate average salary by contribution assumption: employee only about $751,175 at 4% or $500,783 at 6%; with 50% employer match about $500,783 at 4% or $333,856 at 6%; with 100% employer match about $375,588 at 4% or $250,392 at 6%.
201312$28,750$28,750$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Barnstone Advisors LLC 401(K) Profit Sharing Plan-2$28,750$28,750$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.