Barrett Financial Services Inc.
Plan context: Barrett Financial Services Inc. Profit Sharing Plan
EIN 33-0258145 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
4
2001 Assets
$531,654
2001 Contributions
$9,651
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Barrett Financial Services Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Barrett Financial Services Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $531,654 | $9,651 | $2,413iApproximate average salary by contribution assumption: employee only about $60,319 at 4% or $40,213 at 6%; with 50% employer match about $40,213 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%. |
| Barrett Financial Services Inc. Profit Sharing Plan | - | 4 | $531,654 | $9,651 | $2,413iApproximate average salary by contribution assumption: employee only about $60,319 at 4% or $40,213 at 6%; with 50% employer match about $40,213 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%. |