Barrett & Stokely Inc.
Plan context: Barrett & Stokely Inc. 401K Profit Sharing Plan
EIN 35-1402847 • 52 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
325
2024 Assets
$13,648,554
2024 Contributions
$1,269,150
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 325 | $13,648,554 | $1,269,150 | $3,905iApproximate average salary by contribution assumption: employee only about $97,627 at 4% or $65,085 at 6%; with 50% employer match about $65,085 at 4% or $43,390 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 241 | $13,648,554 | $1,269,150 | $5,266iApproximate average salary by contribution assumption: employee only about $131,655 at 4% or $87,770 at 6%; with 50% employer match about $87,770 at 4% or $58,513 at 6%; with 100% employer match about $65,827 at 4% or $43,885 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 325 | - | - | - |
| 2023 | 2 | 321 | $11,532,653 | $957,339 | $2,982iApproximate average salary by contribution assumption: employee only about $74,559 at 4% or $49,706 at 6%; with 50% employer match about $49,706 at 4% or $33,137 at 6%; with 100% employer match about $37,280 at 4% or $24,853 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 203 | $11,532,653 | $957,339 | $4,716iApproximate average salary by contribution assumption: employee only about $117,899 at 4% or $78,599 at 6%; with 50% employer match about $78,599 at 4% or $52,400 at 6%; with 100% employer match about $58,949 at 4% or $39,300 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 321 | - | - | - |
| 2022 | 2 | 341 | $10,366,589 | $886,607 | $2,600iApproximate average salary by contribution assumption: employee only about $65,001 at 4% or $43,334 at 6%; with 50% employer match about $43,334 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 195 | $10,366,589 | $886,607 | $4,547iApproximate average salary by contribution assumption: employee only about $113,668 at 4% or $75,778 at 6%; with 50% employer match about $75,778 at 4% or $50,519 at 6%; with 100% employer match about $56,834 at 4% or $37,889 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 341 | - | - | - |
| 2021 | 2 | 307 | $12,097,356 | $712,524 | $2,321iApproximate average salary by contribution assumption: employee only about $58,023 at 4% or $38,682 at 6%; with 50% employer match about $38,682 at 4% or $25,788 at 6%; with 100% employer match about $29,012 at 4% or $19,341 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 198 | $12,097,356 | $712,524 | $3,599iApproximate average salary by contribution assumption: employee only about $89,965 at 4% or $59,977 at 6%; with 50% employer match about $59,977 at 4% or $39,985 at 6%; with 100% employer match about $44,983 at 4% or $29,988 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 307 | - | - | - |
| 2020 | 2 | 248 | $10,523,467 | $701,978 | $2,831iApproximate average salary by contribution assumption: employee only about $70,764 at 4% or $47,176 at 6%; with 50% employer match about $47,176 at 4% or $31,451 at 6%; with 100% employer match about $35,382 at 4% or $23,588 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 204 | $10,523,467 | $701,978 | $3,441iApproximate average salary by contribution assumption: employee only about $86,027 at 4% or $57,351 at 6%; with 50% employer match about $57,351 at 4% or $38,234 at 6%; with 100% employer match about $43,013 at 4% or $28,676 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 248 | - | - | - |
| 2019 | 2 | 234 | $9,710,121 | $704,950 | $3,013iApproximate average salary by contribution assumption: employee only about $75,315 at 4% or $50,210 at 6%; with 50% employer match about $50,210 at 4% or $33,473 at 6%; with 100% employer match about $37,658 at 4% or $25,105 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 234 | $9,710,121 | $704,950 | $3,013iApproximate average salary by contribution assumption: employee only about $75,315 at 4% or $50,210 at 6%; with 50% employer match about $50,210 at 4% or $33,473 at 6%; with 100% employer match about $37,658 at 4% or $25,105 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 225 | - | - | - |
| 2018 | 2 | 247 | $7,708,484 | $663,389 | $2,686iApproximate average salary by contribution assumption: employee only about $67,145 at 4% or $44,763 at 6%; with 50% employer match about $44,763 at 4% or $29,842 at 6%; with 100% employer match about $33,572 at 4% or $22,382 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 236 | $7,708,484 | $663,389 | $2,811iApproximate average salary by contribution assumption: employee only about $70,274 at 4% or $46,850 at 6%; with 50% employer match about $46,850 at 4% or $31,233 at 6%; with 100% employer match about $35,137 at 4% or $23,425 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 247 | - | - | - |
| 2017 | 2 | 236 | $8,786,485 | $638,111 | $2,704iApproximate average salary by contribution assumption: employee only about $67,597 at 4% or $45,064 at 6%; with 50% employer match about $45,064 at 4% or $30,043 at 6%; with 100% employer match about $33,798 at 4% or $22,532 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 236 | $8,786,485 | $638,111 | $2,704iApproximate average salary by contribution assumption: employee only about $67,597 at 4% or $45,064 at 6%; with 50% employer match about $45,064 at 4% or $30,043 at 6%; with 100% employer match about $33,798 at 4% or $22,532 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 220 | - | - | - |
| 2016 | 2 | 229 | $7,280,940 | $634,484 | $2,771iApproximate average salary by contribution assumption: employee only about $69,267 at 4% or $46,178 at 6%; with 50% employer match about $46,178 at 4% or $30,785 at 6%; with 100% employer match about $34,633 at 4% or $23,089 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 209 | $7,280,940 | $634,484 | $3,036iApproximate average salary by contribution assumption: employee only about $75,895 at 4% or $50,597 at 6%; with 50% employer match about $50,597 at 4% or $33,731 at 6%; with 100% employer match about $37,948 at 4% or $25,298 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 229 | - | - | - |
| 2015 | 2 | 241 | $6,365,591 | $547,586 | $2,272iApproximate average salary by contribution assumption: employee only about $56,804 at 4% or $37,869 at 6%; with 50% employer match about $37,869 at 4% or $25,246 at 6%; with 100% employer match about $28,402 at 4% or $18,935 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 190 | $6,365,591 | $547,586 | $2,882iApproximate average salary by contribution assumption: employee only about $72,051 at 4% or $48,034 at 6%; with 50% employer match about $48,034 at 4% or $32,023 at 6%; with 100% employer match about $36,025 at 4% or $24,017 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 241 | - | - | - |
| 2014 | 2 | 179 | $6,072,670 | $502,147 | $2,805iApproximate average salary by contribution assumption: employee only about $70,132 at 4% or $46,755 at 6%; with 50% employer match about $46,755 at 4% or $31,170 at 6%; with 100% employer match about $35,066 at 4% or $23,377 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 171 | $6,072,670 | $502,147 | $2,937iApproximate average salary by contribution assumption: employee only about $73,413 at 4% or $48,942 at 6%; with 50% employer match about $48,942 at 4% or $32,628 at 6%; with 100% employer match about $36,707 at 4% or $24,471 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 179 | - | - | - |
| 2013 | 2 | 176 | $5,687,247 | $517,919 | $2,943iApproximate average salary by contribution assumption: employee only about $73,568 at 4% or $49,045 at 6%; with 50% employer match about $49,045 at 4% or $32,697 at 6%; with 100% employer match about $36,784 at 4% or $24,523 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 173 | $5,687,247 | $517,919 | $2,994iApproximate average salary by contribution assumption: employee only about $74,844 at 4% or $49,896 at 6%; with 50% employer match about $49,896 at 4% or $33,264 at 6%; with 100% employer match about $37,422 at 4% or $24,948 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 176 | - | - | - |
| 2012 | 2 | 228 | $4,503,359 | $526,861 | $2,311iApproximate average salary by contribution assumption: employee only about $57,770 at 4% or $38,513 at 6%; with 50% employer match about $38,513 at 4% or $25,675 at 6%; with 100% employer match about $28,885 at 4% or $19,257 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 197 | $4,503,359 | $526,861 | $2,674iApproximate average salary by contribution assumption: employee only about $66,861 at 4% or $44,574 at 6%; with 50% employer match about $44,574 at 4% or $29,716 at 6%; with 100% employer match about $33,430 at 4% or $22,287 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 228 | - | - | - |
| 2011 | 2 | 216 | $3,882,430 | $493,393 | $2,284iApproximate average salary by contribution assumption: employee only about $57,106 at 4% or $38,070 at 6%; with 50% employer match about $38,070 at 4% or $25,380 at 6%; with 100% employer match about $28,553 at 4% or $19,035 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 208 | $3,882,430 | $493,393 | $2,372iApproximate average salary by contribution assumption: employee only about $59,302 at 4% or $39,535 at 6%; with 50% employer match about $39,535 at 4% or $26,356 at 6%; with 100% employer match about $29,651 at 4% or $19,767 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 216 | - | - | - |
| 2010 | 2 | 197 | $3,930,493 | $482,077 | $2,447iApproximate average salary by contribution assumption: employee only about $61,177 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,392 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 197 | $3,930,493 | $482,077 | $2,447iApproximate average salary by contribution assumption: employee only about $61,177 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,392 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 197 | - | - | - |
| 2009 | 2 | 234 | $3,166,951 | $395,997 | $1,692iApproximate average salary by contribution assumption: employee only about $42,307 at 4% or $28,205 at 6%; with 50% employer match about $28,205 at 4% or $18,803 at 6%; with 100% employer match about $21,154 at 4% or $14,102 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 158 | $3,166,951 | $395,997 | $2,506iApproximate average salary by contribution assumption: employee only about $62,658 at 4% or $41,772 at 6%; with 50% employer match about $41,772 at 4% or $27,848 at 6%; with 100% employer match about $31,329 at 4% or $20,886 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 234 | - | - | - |
| 2008 | 2 | 154 | $2,237,699 | $434,274 | $2,820iApproximate average salary by contribution assumption: employee only about $70,499 at 4% or $46,999 at 6%; with 50% employer match about $46,999 at 4% or $31,333 at 6%; with 100% employer match about $35,250 at 4% or $23,500 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 144 | $2,237,699 | $434,274 | $3,016iApproximate average salary by contribution assumption: employee only about $75,395 at 4% or $50,263 at 6%; with 50% employer match about $50,263 at 4% or $33,509 at 6%; with 100% employer match about $37,697 at 4% or $25,132 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 154 | - | - | - |
| 2007 | 2 | 197 | $3,030,752 | $448,663 | $2,277iApproximate average salary by contribution assumption: employee only about $56,937 at 4% or $37,958 at 6%; with 50% employer match about $37,958 at 4% or $25,305 at 6%; with 100% employer match about $28,468 at 4% or $18,979 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 137 | $3,030,752 | $448,663 | $3,275iApproximate average salary by contribution assumption: employee only about $81,873 at 4% or $54,582 at 6%; with 50% employer match about $54,582 at 4% or $36,388 at 6%; with 100% employer match about $40,936 at 4% or $27,291 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 197 | - | - | - |
| 2006 | 2 | 209 | $2,466,699 | $375,673 | $1,797iApproximate average salary by contribution assumption: employee only about $44,937 at 4% or $29,958 at 6%; with 50% employer match about $29,958 at 4% or $19,972 at 6%; with 100% employer match about $22,468 at 4% or $14,979 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 139 | $2,466,699 | $375,673 | $2,703iApproximate average salary by contribution assumption: employee only about $67,567 at 4% or $45,045 at 6%; with 50% employer match about $45,045 at 4% or $30,030 at 6%; with 100% employer match about $33,784 at 4% or $22,522 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 209 | - | - | - |
| 2005 | 2 | 238 | $2,087,984 | $299,322 | $1,258iApproximate average salary by contribution assumption: employee only about $31,441 at 4% or $20,961 at 6%; with 50% employer match about $20,961 at 4% or $13,974 at 6%; with 100% employer match about $15,721 at 4% or $10,480 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 152 | $2,087,984 | $299,322 | $1,969iApproximate average salary by contribution assumption: employee only about $49,231 at 4% or $32,820 at 6%; with 50% employer match about $32,820 at 4% or $21,880 at 6%; with 100% employer match about $24,615 at 4% or $16,410 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 238 | - | - | - |
| 2004 | 2 | 272 | $1,842,002 | $303,877 | $1,117iApproximate average salary by contribution assumption: employee only about $27,930 at 4% or $18,620 at 6%; with 50% employer match about $18,620 at 4% or $12,413 at 6%; with 100% employer match about $13,965 at 4% or $9,310 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 150 | $1,842,002 | $303,877 | $2,026iApproximate average salary by contribution assumption: employee only about $50,646 at 4% or $33,764 at 6%; with 50% employer match about $33,764 at 4% or $22,509 at 6%; with 100% employer match about $25,323 at 4% or $16,882 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 272 | - | - | - |
| 2003 | 2 | 254 | $1,512,397 | $286,930 | $1,130iApproximate average salary by contribution assumption: employee only about $28,241 at 4% or $18,827 at 6%; with 50% employer match about $18,827 at 4% or $12,552 at 6%; with 100% employer match about $14,121 at 4% or $9,414 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 235 | $1,512,397 | $286,930 | $1,221iApproximate average salary by contribution assumption: employee only about $30,524 at 4% or $20,350 at 6%; with 50% employer match about $20,350 at 4% or $13,566 at 6%; with 100% employer match about $15,262 at 4% or $10,175 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 254 | - | - | - |
| 2002 | 2 | 258 | $1,168,812 | $285,672 | $1,107iApproximate average salary by contribution assumption: employee only about $27,681 at 4% or $18,454 at 6%; with 50% employer match about $18,454 at 4% or $12,303 at 6%; with 100% employer match about $13,841 at 4% or $9,227 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 222 | $1,168,812 | $285,672 | $1,287iApproximate average salary by contribution assumption: employee only about $32,170 at 4% or $21,447 at 6%; with 50% employer match about $21,447 at 4% or $14,298 at 6%; with 100% employer match about $16,085 at 4% or $10,723 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 258 | - | - | - |
| 2001 | 2 | 291 | $1,142,070 | $260,869 | $896iApproximate average salary by contribution assumption: employee only about $22,411 at 4% or $14,941 at 6%; with 50% employer match about $14,941 at 4% or $9,961 at 6%; with 100% employer match about $11,206 at 4% or $7,470 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 291 | $1,142,070 | $260,869 | $896iApproximate average salary by contribution assumption: employee only about $22,411 at 4% or $14,941 at 6%; with 50% employer match about $14,941 at 4% or $9,961 at 6%; with 100% employer match about $11,206 at 4% or $7,470 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 125 | - | - | - |
| 2000 | 2 | 235 | $975,489 | $220,115 | $937iApproximate average salary by contribution assumption: employee only about $23,416 at 4% or $15,611 at 6%; with 50% employer match about $15,611 at 4% or $10,407 at 6%; with 100% employer match about $11,708 at 4% or $7,805 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 235 | $975,489 | $220,115 | $937iApproximate average salary by contribution assumption: employee only about $23,416 at 4% or $15,611 at 6%; with 50% employer match about $15,611 at 4% or $10,407 at 6%; with 100% employer match about $11,708 at 4% or $7,805 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 161 | - | - | - |
| 1999 | 2 | 206 | $902,234 | $193,895 | $941iApproximate average salary by contribution assumption: employee only about $23,531 at 4% or $15,687 at 6%; with 50% employer match about $15,687 at 4% or $10,458 at 6%; with 100% employer match about $11,765 at 4% or $7,844 at 6%. |
| Barrett & Stokely Inc. 401K Profit Sharing Plan | - | 72 | $902,234 | $193,895 | $2,693iApproximate average salary by contribution assumption: employee only about $67,325 at 4% or $44,883 at 6%; with 50% employer match about $44,883 at 4% or $29,922 at 6%; with 100% employer match about $33,662 at 4% or $22,442 at 6%. |
| Plan of Benefits for Barrett & Stokely Inc. | - | 206 | - | - | - |