Civic Intelligence

The Barker Welfare Foundation

Plan context: The Barker Welfare Foundation Tax Deferred Annuity Plan

EIN 36-6018524 • Palm Beach Gardens, FL • 15 filings • 2 plans

P.O. Box 31432Palm Beach Gardens, FL 33420
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,020,690

2024 Contributions

$71,260

Historical Graphs

Total Assets Over Time

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

$1,020,690$510,345$0201020172024YearValue
$1,020,690Latest year 2024

Participants Over Time

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

530201020172024YearValue
5Latest year 2024

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
202415$1,020,690$71,260$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-5$1,020,690$71,260$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
202314$823,442$76,354$19,089iApproximate average salary by contribution assumption: employee only about $477,213 at 4% or $318,142 at 6%; with 50% employer match about $318,142 at 4% or $212,094 at 6%; with 100% employer match about $238,606 at 4% or $159,071 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-4$823,442$76,354$19,089iApproximate average salary by contribution assumption: employee only about $477,213 at 4% or $318,142 at 6%; with 50% employer match about $318,142 at 4% or $212,094 at 6%; with 100% employer match about $238,606 at 4% or $159,071 at 6%.
202213$635,059$45,311$15,104iApproximate average salary by contribution assumption: employee only about $377,592 at 4% or $251,728 at 6%; with 50% employer match about $251,728 at 4% or $167,819 at 6%; with 100% employer match about $188,796 at 4% or $125,864 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-3$635,059$45,311$15,104iApproximate average salary by contribution assumption: employee only about $377,592 at 4% or $251,728 at 6%; with 50% employer match about $251,728 at 4% or $167,819 at 6%; with 100% employer match about $188,796 at 4% or $125,864 at 6%.
202113$687,535$45,297$15,099iApproximate average salary by contribution assumption: employee only about $377,475 at 4% or $251,650 at 6%; with 50% employer match about $251,650 at 4% or $167,767 at 6%; with 100% employer match about $188,738 at 4% or $125,825 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-3$687,535$45,297$15,099iApproximate average salary by contribution assumption: employee only about $377,475 at 4% or $251,650 at 6%; with 50% employer match about $251,650 at 4% or $167,767 at 6%; with 100% employer match about $188,738 at 4% or $125,825 at 6%.
202013$956,174$47,873$15,958iApproximate average salary by contribution assumption: employee only about $398,942 at 4% or $265,961 at 6%; with 50% employer match about $265,961 at 4% or $177,307 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-3$956,174$47,873$15,958iApproximate average salary by contribution assumption: employee only about $398,942 at 4% or $265,961 at 6%; with 50% employer match about $265,961 at 4% or $177,307 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%.
201913$790,300$45,007$15,002iApproximate average salary by contribution assumption: employee only about $375,058 at 4% or $250,039 at 6%; with 50% employer match about $250,039 at 4% or $166,693 at 6%; with 100% employer match about $187,529 at 4% or $125,019 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-3$790,300$45,007$15,002iApproximate average salary by contribution assumption: employee only about $375,058 at 4% or $250,039 at 6%; with 50% employer match about $250,039 at 4% or $166,693 at 6%; with 100% employer match about $187,529 at 4% or $125,019 at 6%.
201813$616,671$35,645$11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-3$616,671$35,645$11,882iApproximate average salary by contribution assumption: employee only about $297,042 at 4% or $198,028 at 6%; with 50% employer match about $198,028 at 4% or $132,019 at 6%; with 100% employer match about $148,521 at 4% or $99,014 at 6%.
201712$614,382$33,374$16,687iApproximate average salary by contribution assumption: employee only about $417,175 at 4% or $278,117 at 6%; with 50% employer match about $278,117 at 4% or $185,411 at 6%; with 100% employer match about $208,588 at 4% or $139,058 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$614,382$33,374$16,687iApproximate average salary by contribution assumption: employee only about $417,175 at 4% or $278,117 at 6%; with 50% employer match about $278,117 at 4% or $185,411 at 6%; with 100% employer match about $208,588 at 4% or $139,058 at 6%.
201612$508,347$30,574$15,287iApproximate average salary by contribution assumption: employee only about $382,175 at 4% or $254,783 at 6%; with 50% employer match about $254,783 at 4% or $169,856 at 6%; with 100% employer match about $191,088 at 4% or $127,392 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$508,347$30,574$15,287iApproximate average salary by contribution assumption: employee only about $382,175 at 4% or $254,783 at 6%; with 50% employer match about $254,783 at 4% or $169,856 at 6%; with 100% employer match about $191,088 at 4% or $127,392 at 6%.
201512$453,288$30,091$15,046iApproximate average salary by contribution assumption: employee only about $376,138 at 4% or $250,758 at 6%; with 50% employer match about $250,758 at 4% or $167,172 at 6%; with 100% employer match about $188,069 at 4% or $125,379 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$453,288$30,091$15,046iApproximate average salary by contribution assumption: employee only about $376,138 at 4% or $250,758 at 6%; with 50% employer match about $250,758 at 4% or $167,172 at 6%; with 100% employer match about $188,069 at 4% or $125,379 at 6%.
201412$426,532$29,724$14,862iApproximate average salary by contribution assumption: employee only about $371,550 at 4% or $247,700 at 6%; with 50% employer match about $247,700 at 4% or $165,133 at 6%; with 100% employer match about $185,775 at 4% or $123,850 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$426,532$29,724$14,862iApproximate average salary by contribution assumption: employee only about $371,550 at 4% or $247,700 at 6%; with 50% employer match about $247,700 at 4% or $165,133 at 6%; with 100% employer match about $185,775 at 4% or $123,850 at 6%.
201312$377,358$31,209$15,605iApproximate average salary by contribution assumption: employee only about $390,113 at 4% or $260,075 at 6%; with 50% employer match about $260,075 at 4% or $173,383 at 6%; with 100% employer match about $195,056 at 4% or $130,038 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$377,358$31,209$15,605iApproximate average salary by contribution assumption: employee only about $390,113 at 4% or $260,075 at 6%; with 50% employer match about $260,075 at 4% or $173,383 at 6%; with 100% employer match about $195,056 at 4% or $130,038 at 6%.
201212$327,315$34,670$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$327,315$34,670$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
201112$261,023$34,153$17,077iApproximate average salary by contribution assumption: employee only about $426,913 at 4% or $284,608 at 6%; with 50% employer match about $284,608 at 4% or $189,739 at 6%; with 100% employer match about $213,456 at 4% or $142,304 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$261,023$34,153$17,077iApproximate average salary by contribution assumption: employee only about $426,913 at 4% or $284,608 at 6%; with 50% employer match about $284,608 at 4% or $189,739 at 6%; with 100% employer match about $213,456 at 4% or $142,304 at 6%.
201012$225,948$19,262$9,631iApproximate average salary by contribution assumption: employee only about $240,775 at 4% or $160,517 at 6%; with 50% employer match about $160,517 at 4% or $107,011 at 6%; with 100% employer match about $120,388 at 4% or $80,258 at 6%.
The Barker Welfare Foundation Tax Deferred Annuity Plan-2$225,948$19,262$9,631iApproximate average salary by contribution assumption: employee only about $240,775 at 4% or $160,517 at 6%; with 50% employer match about $160,517 at 4% or $107,011 at 6%; with 100% employer match about $120,388 at 4% or $80,258 at 6%.