Civic Intelligence

Barrett & Associates Inc.

Plan context: Barrett & Associates 401K Profit Sharing Plan

EIN 34-1640248 • Silver Lake, OH • 22 filings • 3 plans

3088 Highland DriveSilver Lake, OH 44224
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$101,523

2020 Contributions

$1,084

Historical Graphs

Total Assets Over Time

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

$717,278$358,639$0199920102019YearValue
$101,523Latest year 2019

Participants Over Time

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

1370199920092019YearValue
8Latest year 2019

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
202010$0$1,084-
Barrett & Associates 401K Profit Sharing Plan-0$0$1,084-
201918$101,523$2,452$307iApproximate average salary by contribution assumption: employee only about $7,663 at 4% or $5,108 at 6%; with 50% employer match about $5,108 at 4% or $3,406 at 6%; with 100% employer match about $3,831 at 4% or $2,554 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$101,523$2,452$307iApproximate average salary by contribution assumption: employee only about $7,663 at 4% or $5,108 at 6%; with 50% employer match about $5,108 at 4% or $3,406 at 6%; with 100% employer match about $3,831 at 4% or $2,554 at 6%.
201818$698,920$62,397$7,800iApproximate average salary by contribution assumption: employee only about $194,991 at 4% or $129,994 at 6%; with 50% employer match about $129,994 at 4% or $86,663 at 6%; with 100% employer match about $97,495 at 4% or $64,997 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$698,920$62,397$7,800iApproximate average salary by contribution assumption: employee only about $194,991 at 4% or $129,994 at 6%; with 50% employer match about $129,994 at 4% or $86,663 at 6%; with 100% employer match about $97,495 at 4% or $64,997 at 6%.
201718$717,278$65,464$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$717,278$65,464$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
201618$620,306$64,376$8,047iApproximate average salary by contribution assumption: employee only about $201,175 at 4% or $134,117 at 6%; with 50% employer match about $134,117 at 4% or $89,411 at 6%; with 100% employer match about $100,588 at 4% or $67,058 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$620,306$64,376$8,047iApproximate average salary by contribution assumption: employee only about $201,175 at 4% or $134,117 at 6%; with 50% employer match about $134,117 at 4% or $89,411 at 6%; with 100% employer match about $100,588 at 4% or $67,058 at 6%.
201518$538,648$13,405$1,676iApproximate average salary by contribution assumption: employee only about $41,891 at 4% or $27,927 at 6%; with 50% employer match about $27,927 at 4% or $18,618 at 6%; with 100% employer match about $20,945 at 4% or $13,964 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$538,648$13,405$1,676iApproximate average salary by contribution assumption: employee only about $41,891 at 4% or $27,927 at 6%; with 50% employer match about $27,927 at 4% or $18,618 at 6%; with 100% employer match about $20,945 at 4% or $13,964 at 6%.
201418$543,610$18,042$2,255iApproximate average salary by contribution assumption: employee only about $56,381 at 4% or $37,588 at 6%; with 50% employer match about $37,588 at 4% or $25,058 at 6%; with 100% employer match about $28,191 at 4% or $18,794 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$543,610$18,042$2,255iApproximate average salary by contribution assumption: employee only about $56,381 at 4% or $37,588 at 6%; with 50% employer match about $37,588 at 4% or $25,058 at 6%; with 100% employer match about $28,191 at 4% or $18,794 at 6%.
201319$533,037$57,004$6,334iApproximate average salary by contribution assumption: employee only about $158,344 at 4% or $105,563 at 6%; with 50% employer match about $105,563 at 4% or $70,375 at 6%; with 100% employer match about $79,172 at 4% or $52,781 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$533,037$57,004$6,334iApproximate average salary by contribution assumption: employee only about $158,344 at 4% or $105,563 at 6%; with 50% employer match about $105,563 at 4% or $70,375 at 6%; with 100% employer match about $79,172 at 4% or $52,781 at 6%.
201219$419,703$13,201$1,467iApproximate average salary by contribution assumption: employee only about $36,669 at 4% or $24,446 at 6%; with 50% employer match about $24,446 at 4% or $16,298 at 6%; with 100% employer match about $18,335 at 4% or $12,223 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$419,703$13,201$1,467iApproximate average salary by contribution assumption: employee only about $36,669 at 4% or $24,446 at 6%; with 50% employer match about $24,446 at 4% or $16,298 at 6%; with 100% employer match about $18,335 at 4% or $12,223 at 6%.
201119$389,180$14,293$1,588iApproximate average salary by contribution assumption: employee only about $39,703 at 4% or $26,469 at 6%; with 50% employer match about $26,469 at 4% or $17,646 at 6%; with 100% employer match about $19,851 at 4% or $13,234 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$389,180$14,293$1,588iApproximate average salary by contribution assumption: employee only about $39,703 at 4% or $26,469 at 6%; with 50% employer match about $26,469 at 4% or $17,646 at 6%; with 100% employer match about $19,851 at 4% or $13,234 at 6%.
201019$367,065$59,069$6,563iApproximate average salary by contribution assumption: employee only about $164,081 at 4% or $109,387 at 6%; with 50% employer match about $109,387 at 4% or $72,925 at 6%; with 100% employer match about $82,040 at 4% or $54,694 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$367,065$59,069$6,563iApproximate average salary by contribution assumption: employee only about $164,081 at 4% or $109,387 at 6%; with 50% employer match about $109,387 at 4% or $72,925 at 6%; with 100% employer match about $82,040 at 4% or $54,694 at 6%.
200919$346,534$18,084$2,009iApproximate average salary by contribution assumption: employee only about $50,233 at 4% or $33,489 at 6%; with 50% employer match about $33,489 at 4% or $22,326 at 6%; with 100% employer match about $25,117 at 4% or $16,744 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$346,534$18,084$2,009iApproximate average salary by contribution assumption: employee only about $50,233 at 4% or $33,489 at 6%; with 50% employer match about $33,489 at 4% or $22,326 at 6%; with 100% employer match about $25,117 at 4% or $16,744 at 6%.
200819$517,990$61,057$6,784iApproximate average salary by contribution assumption: employee only about $169,603 at 4% or $113,069 at 6%; with 50% employer match about $113,069 at 4% or $75,379 at 6%; with 100% employer match about $84,801 at 4% or $56,534 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$517,990$61,057$6,784iApproximate average salary by contribution assumption: employee only about $169,603 at 4% or $113,069 at 6%; with 50% employer match about $113,069 at 4% or $75,379 at 6%; with 100% employer match about $84,801 at 4% or $56,534 at 6%.
200719$535,275$56,683$6,298iApproximate average salary by contribution assumption: employee only about $157,453 at 4% or $104,969 at 6%; with 50% employer match about $104,969 at 4% or $69,979 at 6%; with 100% employer match about $78,726 at 4% or $52,484 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$535,275$56,683$6,298iApproximate average salary by contribution assumption: employee only about $157,453 at 4% or $104,969 at 6%; with 50% employer match about $104,969 at 4% or $69,979 at 6%; with 100% employer match about $78,726 at 4% or $52,484 at 6%.
200619$468,550$63,424$7,047iApproximate average salary by contribution assumption: employee only about $176,178 at 4% or $117,452 at 6%; with 50% employer match about $117,452 at 4% or $78,301 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$468,550$63,424$7,047iApproximate average salary by contribution assumption: employee only about $176,178 at 4% or $117,452 at 6%; with 50% employer match about $117,452 at 4% or $78,301 at 6%; with 100% employer match about $88,089 at 4% or $58,726 at 6%.
200518$463,057$63,943$7,993iApproximate average salary by contribution assumption: employee only about $199,822 at 4% or $133,215 at 6%; with 50% employer match about $133,215 at 4% or $88,810 at 6%; with 100% employer match about $99,911 at 4% or $66,607 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$463,057$63,943$7,993iApproximate average salary by contribution assumption: employee only about $199,822 at 4% or $133,215 at 6%; with 50% employer match about $133,215 at 4% or $88,810 at 6%; with 100% employer match about $99,911 at 4% or $66,607 at 6%.
200419$404,956$33,655$3,739iApproximate average salary by contribution assumption: employee only about $93,486 at 4% or $62,324 at 6%; with 50% employer match about $62,324 at 4% or $41,549 at 6%; with 100% employer match about $46,743 at 4% or $31,162 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$404,956$33,655$3,739iApproximate average salary by contribution assumption: employee only about $93,486 at 4% or $62,324 at 6%; with 50% employer match about $62,324 at 4% or $41,549 at 6%; with 100% employer match about $46,743 at 4% or $31,162 at 6%.
200318$380,302$52,361$6,545iApproximate average salary by contribution assumption: employee only about $163,628 at 4% or $109,085 at 6%; with 50% employer match about $109,085 at 4% or $72,724 at 6%; with 100% employer match about $81,814 at 4% or $54,543 at 6%.
Barrett & Associates 401K Profit Sharing Plan-8$380,302$52,361$6,545iApproximate average salary by contribution assumption: employee only about $163,628 at 4% or $109,085 at 6%; with 50% employer match about $109,085 at 4% or $72,724 at 6%; with 100% employer match about $81,814 at 4% or $54,543 at 6%.
200219$338,165$112,111$12,457iApproximate average salary by contribution assumption: employee only about $311,419 at 4% or $207,613 at 6%; with 50% employer match about $207,613 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,806 at 6%.
Barrett & Associates 401K Profit Sharing Plan-9$338,165$112,111$12,457iApproximate average salary by contribution assumption: employee only about $311,419 at 4% or $207,613 at 6%; with 50% employer match about $207,613 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,806 at 6%.
2001113$0$0-
Barrett & Associates 401K Profit Sharing Plan-13---
2000112$162,141$106,742$8,895iApproximate average salary by contribution assumption: employee only about $222,379 at 4% or $148,253 at 6%; with 50% employer match about $148,253 at 4% or $98,835 at 6%; with 100% employer match about $111,190 at 4% or $74,126 at 6%.
Barrett & Associates 401K Profit Sharing Plan-12$162,141$106,742$8,895iApproximate average salary by contribution assumption: employee only about $222,379 at 4% or $148,253 at 6%; with 50% employer match about $148,253 at 4% or $98,835 at 6%; with 100% employer match about $111,190 at 4% or $74,126 at 6%.
1999111$59,507$59,507$5,410iApproximate average salary by contribution assumption: employee only about $135,243 at 4% or $90,162 at 6%; with 50% employer match about $90,162 at 4% or $60,108 at 6%; with 100% employer match about $67,622 at 4% or $45,081 at 6%.
Barrett & Associates 401K Profit Sharing Plan-11$59,507$59,507$5,410iApproximate average salary by contribution assumption: employee only about $135,243 at 4% or $90,162 at 6%; with 50% employer match about $90,162 at 4% or $60,108 at 6%; with 100% employer match about $67,622 at 4% or $45,081 at 6%.