Civic Intelligence

David J. Barnett Retirement Trust

Plan context: Profit Sharing Plan

EIN 39-1178689 • Milwaukee, WI • 23 filings • 1 plans

1024 E State StMilwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$100,000

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$444,386$222,193$0199920142024YearValue
$100,000Latest year 2024

Participants Over Time

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

630199920132024YearValue
1Latest 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
202411$100,000$0-
Profit Sharing Plan-1$100,000--
202315$100,000$0-
Profit Sharing Plan-5$100,000--
202212$100,000$0-
Profit Sharing Plan-2$100,000--
202111$100,000$0-
Profit Sharing Plan-1$100,000--
202015$100,000$0-
Profit Sharing Plan-5$100,000--
201915$100,000$0-
Profit Sharing Plan-5$100,000--
201813$100,000$0-
Profit Sharing Plan-3$100,000--
201712$100,000$0-
Profit Sharing Plan-2$100,000--
201613$125,000$0-
Profit Sharing Plan-3$125,000--
201515$250,000$0-
Profit Sharing Plan-5$250,000--
201415$250,000$0-
Profit Sharing Plan-5$250,000--
201315$250,000$0-
Profit Sharing Plan-5$250,000--
201215$250,000$0-
Profit Sharing Plan-5$250,000--
201113$250,000$0-
Profit Sharing Plan-3$250,000--
201014$250,000$0-
Profit Sharing Plan-4$250,000--
200914$250,000$0-
Profit Sharing Plan-4$250,000--
200816$250,000$0-
Profit Sharing Plan-6$250,000--
200715$0$0-
Profit Sharing Plan-5---
200311$150,000$0-
Profit Sharing Plan-1$150,000--
200211$125,000$0-
Profit Sharing Plan-1$125,000--
200111$0$0-
Profit Sharing Plan-1---
200011$444,386$0-
Profit Sharing Plan-1$444,386--
199912$442,192$0-
Profit Sharing Plan-2$442,192--