Keller & Barre, Associates
Plan context: Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan
EIN 33-0837092 • Lake Forest, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$358,543
2010 Contributions
$29,898
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2009 | 1 | 3 | $358,543 | $29,898 | $9,966iApproximate average salary by contribution assumption: employee only about $249,150 at 4% or $166,100 at 6%; with 50% employer match about $166,100 at 4% or $110,733 at 6%; with 100% employer match about $124,575 at 4% or $83,050 at 6%. |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 3 | $358,543 | $29,898 | $9,966iApproximate average salary by contribution assumption: employee only about $249,150 at 4% or $166,100 at 6%; with 50% employer match about $166,100 at 4% or $110,733 at 6%; with 100% employer match about $124,575 at 4% or $83,050 at 6%. |
| 2008 | 1 | 4 | $285,689 | $9,068 | $2,267iApproximate average salary by contribution assumption: employee only about $56,675 at 4% or $37,783 at 6%; with 50% employer match about $37,783 at 4% or $25,189 at 6%; with 100% employer match about $28,338 at 4% or $18,892 at 6%. |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 4 | $285,689 | $9,068 | $2,267iApproximate average salary by contribution assumption: employee only about $56,675 at 4% or $37,783 at 6%; with 50% employer match about $37,783 at 4% or $25,189 at 6%; with 100% employer match about $28,338 at 4% or $18,892 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 3 | $314,795 | $104,696 | $34,899iApproximate average salary by contribution assumption: employee only about $872,467 at 4% or $581,644 at 6%; with 50% employer match about $581,644 at 4% or $387,763 at 6%; with 100% employer match about $436,233 at 4% or $290,822 at 6%. |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 3 | $314,795 | $104,696 | $34,899iApproximate average salary by contribution assumption: employee only about $872,467 at 4% or $581,644 at 6%; with 50% employer match about $581,644 at 4% or $387,763 at 6%; with 100% employer match about $436,233 at 4% or $290,822 at 6%. |
| 2005 | 1 | 3 | $194,088 | $101,820 | $33,940iApproximate average salary by contribution assumption: employee only about $848,500 at 4% or $565,667 at 6%; with 50% employer match about $565,667 at 4% or $377,111 at 6%; with 100% employer match about $424,250 at 4% or $282,833 at 6%. |
| Keller & Barre, Associates Safe Harbor 401(K) Profit Sharing Plan | - | 3 | $194,088 | $101,820 | $33,940iApproximate average salary by contribution assumption: employee only about $848,500 at 4% or $565,667 at 6%; with 50% employer match about $565,667 at 4% or $377,111 at 6%; with 100% employer match about $424,250 at 4% or $282,833 at 6%. |