Civic Intelligence

Barr Asset Mgmt.

Plan context: Barr Asset Mgmt. 401(K) P/S Plan

EIN 42-1485577 • Marshalltown, IA • 19 filings • 2 plans

207 E Church StMarshalltown, IA 50158
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$67,290

2024 Contributions

$67,991

Historical Graphs

Total Assets Over Time

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

$1,267,854$633,927$0201120182024YearValue
$67,290Latest year 2024

Participants Over Time

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

420201120182024YearValue
2Latest 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
202412$67,290$67,991$33,996iApproximate average salary by contribution assumption: employee only about $849,888 at 4% or $566,592 at 6%; with 50% employer match about $566,592 at 4% or $377,728 at 6%; with 100% employer match about $424,944 at 4% or $283,296 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-2$67,290$67,991$33,996iApproximate average salary by contribution assumption: employee only about $849,888 at 4% or $566,592 at 6%; with 50% employer match about $566,592 at 4% or $377,728 at 6%; with 100% employer match about $424,944 at 4% or $283,296 at 6%.
202313$30,890$63,796$21,265iApproximate average salary by contribution assumption: employee only about $531,633 at 4% or $354,422 at 6%; with 50% employer match about $354,422 at 4% or $236,281 at 6%; with 100% employer match about $265,817 at 4% or $177,211 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$30,890$63,796$21,265iApproximate average salary by contribution assumption: employee only about $531,633 at 4% or $354,422 at 6%; with 50% employer match about $354,422 at 4% or $236,281 at 6%; with 100% employer match about $265,817 at 4% or $177,211 at 6%.
202214$510,154$59,958$14,990iApproximate average salary by contribution assumption: employee only about $374,738 at 4% or $249,825 at 6%; with 50% employer match about $249,825 at 4% or $166,550 at 6%; with 100% employer match about $187,369 at 4% or $124,913 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-4$510,154$59,958$14,990iApproximate average salary by contribution assumption: employee only about $374,738 at 4% or $249,825 at 6%; with 50% employer match about $249,825 at 4% or $166,550 at 6%; with 100% employer match about $187,369 at 4% or $124,913 at 6%.
202113$883,209$58,840$19,613iApproximate average salary by contribution assumption: employee only about $490,333 at 4% or $326,889 at 6%; with 50% employer match about $326,889 at 4% or $217,926 at 6%; with 100% employer match about $245,167 at 4% or $163,444 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$883,209$58,840$19,613iApproximate average salary by contribution assumption: employee only about $490,333 at 4% or $326,889 at 6%; with 50% employer match about $326,889 at 4% or $217,926 at 6%; with 100% employer match about $245,167 at 4% or $163,444 at 6%.
202014$723,662$65,186$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,608 at 6%; with 50% employer match about $271,608 at 4% or $181,072 at 6%; with 100% employer match about $203,706 at 4% or $135,804 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-4$723,662$65,186$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,608 at 6%; with 50% employer match about $271,608 at 4% or $181,072 at 6%; with 100% employer match about $203,706 at 4% or $135,804 at 6%.
201914$504,654$64,235$16,059iApproximate average salary by contribution assumption: employee only about $401,469 at 4% or $267,646 at 6%; with 50% employer match about $267,646 at 4% or $178,431 at 6%; with 100% employer match about $200,734 at 4% or $133,823 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-4$504,654$64,235$16,059iApproximate average salary by contribution assumption: employee only about $401,469 at 4% or $267,646 at 6%; with 50% employer match about $267,646 at 4% or $178,431 at 6%; with 100% employer match about $200,734 at 4% or $133,823 at 6%.
201813$392,920$61,003$20,334iApproximate average salary by contribution assumption: employee only about $508,358 at 4% or $338,906 at 6%; with 50% employer match about $338,906 at 4% or $225,937 at 6%; with 100% employer match about $254,179 at 4% or $169,453 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$392,920$61,003$20,334iApproximate average salary by contribution assumption: employee only about $508,358 at 4% or $338,906 at 6%; with 50% employer match about $338,906 at 4% or $225,937 at 6%; with 100% employer match about $254,179 at 4% or $169,453 at 6%.
201723$343,384$47,219$15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$343,384$47,219$15,740iApproximate average salary by contribution assumption: employee only about $393,492 at 4% or $262,328 at 6%; with 50% employer match about $262,328 at 4% or $174,885 at 6%; with 100% employer match about $196,746 at 4% or $131,164 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-0$0$0-
201623$1,267,854$206,536$68,845iApproximate average salary by contribution assumption: employee only about $1,721,133 at 4% or $1,147,422 at 6%; with 50% employer match about $1,147,422 at 4% or $764,948 at 6%; with 100% employer match about $860,567 at 4% or $573,711 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-2$1,018,985$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$248,869$56,536$18,845iApproximate average salary by contribution assumption: employee only about $471,133 at 4% or $314,089 at 6%; with 50% employer match about $314,089 at 4% or $209,393 at 6%; with 100% employer match about $235,567 at 4% or $157,044 at 6%.
201523$1,007,753$333,332$111,111iApproximate average salary by contribution assumption: employee only about $2,777,767 at 4% or $1,851,844 at 6%; with 50% employer match about $1,851,844 at 4% or $1,234,563 at 6%; with 100% employer match about $1,388,883 at 4% or $925,922 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-2$833,040$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$174,713$58,332$19,444iApproximate average salary by contribution assumption: employee only about $486,100 at 4% or $324,067 at 6%; with 50% employer match about $324,067 at 4% or $216,044 at 6%; with 100% employer match about $243,050 at 4% or $162,033 at 6%.
201423$727,625$256,822$85,607iApproximate average salary by contribution assumption: employee only about $2,140,183 at 4% or $1,426,789 at 6%; with 50% employer match about $1,426,789 at 4% or $951,193 at 6%; with 100% employer match about $1,070,092 at 4% or $713,394 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-3$610,618$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-3$117,007$56,822$18,941iApproximate average salary by contribution assumption: employee only about $473,517 at 4% or $315,678 at 6%; with 50% employer match about $315,678 at 4% or $210,452 at 6%; with 100% employer match about $236,758 at 4% or $157,839 at 6%.
201323$471,133$214,986$71,662iApproximate average salary by contribution assumption: employee only about $1,791,550 at 4% or $1,194,367 at 6%; with 50% employer match about $1,194,367 at 4% or $796,244 at 6%; with 100% employer match about $895,775 at 4% or $597,183 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-3$413,236$157,000$52,333iApproximate average salary by contribution assumption: employee only about $1,308,333 at 4% or $872,222 at 6%; with 50% employer match about $872,222 at 4% or $581,481 at 6%; with 100% employer match about $654,167 at 4% or $436,111 at 6%.
Barr Asset Mgmt. 401(K) P/S Plan-2$57,897$57,986$28,993iApproximate average salary by contribution assumption: employee only about $724,825 at 4% or $483,217 at 6%; with 50% employer match about $483,217 at 4% or $322,144 at 6%; with 100% employer match about $362,413 at 4% or $241,608 at 6%.
201213$254,195$127,100$42,367iApproximate average salary by contribution assumption: employee only about $1,059,167 at 4% or $706,111 at 6%; with 50% employer match about $706,111 at 4% or $470,741 at 6%; with 100% employer match about $529,583 at 4% or $353,056 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-3$254,195$127,100$42,367iApproximate average salary by contribution assumption: employee only about $1,059,167 at 4% or $706,111 at 6%; with 50% employer match about $706,111 at 4% or $470,741 at 6%; with 100% employer match about $529,583 at 4% or $353,056 at 6%.
201113$120,000$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
BARR ASSET MANAGEMENT DEFINED BENEFIT PLAN-3$120,000$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.