Civic Intelligence

Barkley & Evergreen of Kansas City,

Plan context: Barkley Evergreen & Partners, .. Inc. 401K Savings Plan

EIN 43-1028307 • Kansas City, MO • 68 filings • 21 plans

1740 Main StreetKansas City, MO 64108
Current Snapshot

Latest Year

2024

2024 Participants

778

2024 Assets

$58,173,414

2024 Contributions

$8,314,282

Historical Graphs

Total Assets Over Time

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

$58,173,414$29,086,707$0199920122024YearValue
$58,173,414Latest year 2024

Participants Over Time

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

7783890199920122024YearValue
778Latest 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
20242778$58,173,414$8,314,282$10,687iApproximate average salary by contribution assumption: employee only about $267,168 at 4% or $178,112 at 6%; with 50% employer match about $178,112 at 4% or $118,742 at 6%; with 100% employer match about $133,584 at 4% or $89,056 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-778$58,173,414$8,314,282$10,687iApproximate average salary by contribution assumption: employee only about $267,168 at 4% or $178,112 at 6%; with 50% employer match about $178,112 at 4% or $118,742 at 6%; with 100% employer match about $133,584 at 4% or $89,056 at 6%.
Barkley Inc. Health & Welfare Plan-494---
20232470$47,004,515$7,063,602$15,029iApproximate average salary by contribution assumption: employee only about $375,724 at 4% or $250,482 at 6%; with 50% employer match about $250,482 at 4% or $166,988 at 6%; with 100% employer match about $187,862 at 4% or $125,241 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-469$47,004,515$7,063,602$15,061iApproximate average salary by contribution assumption: employee only about $376,525 at 4% or $251,016 at 6%; with 50% employer match about $251,016 at 4% or $167,344 at 6%; with 100% employer match about $188,262 at 4% or $125,508 at 6%.
Barkley Inc. Health & Welfare Plan-470---
20222525$39,423,580$5,131,225$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-525$39,423,580$5,131,225$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
Barkley Inc. Health & Welfare Plan-424---
20212431$44,057,495$6,041,748$14,018iApproximate average salary by contribution assumption: employee only about $350,449 at 4% or $233,633 at 6%; with 50% employer match about $233,633 at 4% or $155,755 at 6%; with 100% employer match about $175,225 at 4% or $116,816 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-412$44,057,495$6,041,748$14,664iApproximate average salary by contribution assumption: employee only about $366,611 at 4% or $244,407 at 6%; with 50% employer match about $244,407 at 4% or $162,938 at 6%; with 100% employer match about $183,305 at 4% or $122,204 at 6%.
Barkley Inc. Health & Welfare Plan-431---
20202420$36,032,765$3,112,949$7,412iApproximate average salary by contribution assumption: employee only about $185,295 at 4% or $123,530 at 6%; with 50% employer match about $123,530 at 4% or $82,353 at 6%; with 100% employer match about $92,647 at 4% or $61,765 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-420$36,032,765$3,112,949$7,412iApproximate average salary by contribution assumption: employee only about $185,295 at 4% or $123,530 at 6%; with 50% employer match about $123,530 at 4% or $82,353 at 6%; with 100% employer match about $92,647 at 4% or $61,765 at 6%.
Barkley Inc. Health & Welfare Plan-414---
20192354$28,499,593$3,003,552$8,485iApproximate average salary by contribution assumption: employee only about $212,115 at 4% or $141,410 at 6%; with 50% employer match about $141,410 at 4% or $94,273 at 6%; with 100% employer match about $106,058 at 4% or $70,705 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-354$28,499,593$3,003,552$8,485iApproximate average salary by contribution assumption: employee only about $212,115 at 4% or $141,410 at 6%; with 50% employer match about $141,410 at 4% or $94,273 at 6%; with 100% employer match about $106,058 at 4% or $70,705 at 6%.
Barkley Inc. Health & Welfare Plan-337---
20182324$23,064,070$2,943,822$9,086iApproximate average salary by contribution assumption: employee only about $227,147 at 4% or $151,431 at 6%; with 50% employer match about $151,431 at 4% or $100,954 at 6%; with 100% employer match about $113,573 at 4% or $75,716 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-323$23,064,070$2,943,822$9,114iApproximate average salary by contribution assumption: employee only about $227,850 at 4% or $151,900 at 6%; with 50% employer match about $151,900 at 4% or $101,267 at 6%; with 100% employer match about $113,925 at 4% or $75,950 at 6%.
Barkley Inc. Health & Welfare Plan-324---
20172359$21,872,682$2,341,952$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-359$21,872,682$2,341,952$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
Barkley Inc. Health & Welfare Plan-356---
20162396$17,832,093$2,555,043$6,452iApproximate average salary by contribution assumption: employee only about $161,303 at 4% or $107,535 at 6%; with 50% employer match about $107,535 at 4% or $71,690 at 6%; with 100% employer match about $80,652 at 4% or $53,768 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-396$17,832,093$2,555,043$6,452iApproximate average salary by contribution assumption: employee only about $161,303 at 4% or $107,535 at 6%; with 50% employer match about $107,535 at 4% or $71,690 at 6%; with 100% employer match about $80,652 at 4% or $53,768 at 6%.
Barkley Inc. Health & Welfare Plan-396---
20152362$16,334,439$1,761,007$4,865iApproximate average salary by contribution assumption: employee only about $121,617 at 4% or $81,078 at 6%; with 50% employer match about $81,078 at 4% or $54,052 at 6%; with 100% employer match about $60,808 at 4% or $40,539 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-359$16,334,439$1,761,007$4,905iApproximate average salary by contribution assumption: employee only about $122,633 at 4% or $81,755 at 6%; with 50% employer match about $81,755 at 4% or $54,503 at 6%; with 100% employer match about $61,316 at 4% or $40,878 at 6%.
Barkley Inc. Health & Welfare Plan-362---
20142313$16,124,862$1,603,623$5,123iApproximate average salary by contribution assumption: employee only about $128,085 at 4% or $85,390 at 6%; with 50% employer match about $85,390 at 4% or $56,927 at 6%; with 100% employer match about $64,042 at 4% or $42,695 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-303$16,124,862$1,603,623$5,292iApproximate average salary by contribution assumption: employee only about $132,312 at 4% or $88,208 at 6%; with 50% employer match about $88,208 at 4% or $58,805 at 6%; with 100% employer match about $66,156 at 4% or $44,104 at 6%.
Barkley Inc. Health & Welfare Plan-313---
20132274$16,860,826$1,971,418$7,195iApproximate average salary by contribution assumption: employee only about $179,874 at 4% or $119,916 at 6%; with 50% employer match about $119,916 at 4% or $79,944 at 6%; with 100% employer match about $89,937 at 4% or $59,958 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-274$16,860,826$1,971,418$7,195iApproximate average salary by contribution assumption: employee only about $179,874 at 4% or $119,916 at 6%; with 50% employer match about $119,916 at 4% or $79,944 at 6%; with 100% employer match about $89,937 at 4% or $59,958 at 6%.
Barkley Inc. Health & Welfare Plan-272---
20122220$13,976,589$1,412,346$6,420iApproximate average salary by contribution assumption: employee only about $160,494 at 4% or $106,996 at 6%; with 50% employer match about $106,996 at 4% or $71,331 at 6%; with 100% employer match about $80,247 at 4% or $53,498 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-220$13,976,589$1,412,346$6,420iApproximate average salary by contribution assumption: employee only about $160,494 at 4% or $106,996 at 6%; with 50% employer match about $106,996 at 4% or $71,331 at 6%; with 100% employer match about $80,247 at 4% or $53,498 at 6%.
Barkley Inc. Health & Welfare Plan-203---
20112209$13,125,649$2,035,487$9,739iApproximate average salary by contribution assumption: employee only about $243,479 at 4% or $162,320 at 6%; with 50% employer match about $162,320 at 4% or $108,213 at 6%; with 100% employer match about $121,740 at 4% or $81,160 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-209$13,125,649$2,035,487$9,739iApproximate average salary by contribution assumption: employee only about $243,479 at 4% or $162,320 at 6%; with 50% employer match about $162,320 at 4% or $108,213 at 6%; with 100% employer match about $121,740 at 4% or $81,160 at 6%.
Barkley Inc. Health & Welfare Plan-193---
20103217$13,953,879$1,680,104$7,742iApproximate average salary by contribution assumption: employee only about $193,560 at 4% or $129,040 at 6%; with 50% employer match about $129,040 at 4% or $86,027 at 6%; with 100% employer match about $96,780 at 4% or $64,520 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-217$13,953,879$1,680,104$7,742iApproximate average salary by contribution assumption: employee only about $193,560 at 4% or $129,040 at 6%; with 50% employer match about $129,040 at 4% or $86,027 at 6%; with 100% employer match about $96,780 at 4% or $64,520 at 6%.
Barkley Inc. Health & Welfare Plan-155---
BARKLEY INC.-88---
20092281$12,196,747$1,840,371$6,549iApproximate average salary by contribution assumption: employee only about $163,734 at 4% or $109,156 at 6%; with 50% employer match about $109,156 at 4% or $72,771 at 6%; with 100% employer match about $81,867 at 4% or $54,578 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-268$12,196,747$1,840,371$6,867iApproximate average salary by contribution assumption: employee only about $171,676 at 4% or $114,451 at 6%; with 50% employer match about $114,451 at 4% or $76,301 at 6%; with 100% employer match about $85,838 at 4% or $57,225 at 6%.
Barkley Inc. Health & Welfare Plan-281---
20083330$8,709,325$2,030,043$6,152iApproximate average salary by contribution assumption: employee only about $153,791 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,352 at 6%; with 100% employer match about $76,896 at 4% or $51,264 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-330$8,709,325$2,030,043$6,152iApproximate average salary by contribution assumption: employee only about $153,791 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,352 at 6%; with 100% employer match about $76,896 at 4% or $51,264 at 6%.
BARKLEY EVERGREEN & PARTNERS, INC. FLEXIBLE SPENDI-0---
Barkley Inc. Health & Welfare Plan-321---
20072263$12,862,802$1,516,893$5,768iApproximate average salary by contribution assumption: employee only about $144,191 at 4% or $96,128 at 6%; with 50% employer match about $96,128 at 4% or $64,085 at 6%; with 100% employer match about $72,096 at 4% or $48,064 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-263$12,862,802$1,516,893$5,768iApproximate average salary by contribution assumption: employee only about $144,191 at 4% or $96,128 at 6%; with 50% employer match about $96,128 at 4% or $64,085 at 6%; with 100% employer match about $72,096 at 4% or $48,064 at 6%.
Barkley Inc. Health & Welfare Plan-235---
20064277$35,608,182$2,528,577$9,128iApproximate average salary by contribution assumption: employee only about $228,211 at 4% or $152,141 at 6%; with 50% employer match about $152,141 at 4% or $101,427 at 6%; with 100% employer match about $114,105 at 4% or $76,070 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-272$23,802,684$948,818$3,488iApproximate average salary by contribution assumption: employee only about $87,208 at 4% or $58,138 at 6%; with 50% employer match about $58,138 at 4% or $38,759 at 6%; with 100% employer match about $43,604 at 4% or $29,069 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-277$11,805,498$1,579,759$5,703iApproximate average salary by contribution assumption: employee only about $142,578 at 4% or $95,052 at 6%; with 50% employer match about $95,052 at 4% or $63,368 at 6%; with 100% employer match about $71,289 at 4% or $47,526 at 6%.
BARKLEY EVERGREEN & PARTNERS, INC. FLEXIBLE SPENDI-95---
Barkley Inc. Health & Welfare Plan-237---
20054282$31,741,164$2,292,177$8,128iApproximate average salary by contribution assumption: employee only about $203,207 at 4% or $135,471 at 6%; with 50% employer match about $135,471 at 4% or $90,314 at 6%; with 100% employer match about $101,604 at 4% or $67,736 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-274$21,754,723$975,178$3,559iApproximate average salary by contribution assumption: employee only about $88,976 at 4% or $59,317 at 6%; with 50% employer match about $59,317 at 4% or $39,545 at 6%; with 100% employer match about $44,488 at 4% or $29,659 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-267$9,986,441$1,316,999$4,933iApproximate average salary by contribution assumption: employee only about $123,315 at 4% or $82,210 at 6%; with 50% employer match about $82,210 at 4% or $54,806 at 6%; with 100% employer match about $61,657 at 4% or $41,105 at 6%.
BARKLEY EVERGREEN & PARTNERS, INC. FLEXIBLE SPENDI-95---
Barkley Inc. Health & Welfare Plan-282---
20044296$29,246,970$2,564,734$8,665iApproximate average salary by contribution assumption: employee only about $216,616 at 4% or $144,411 at 6%; with 50% employer match about $144,411 at 4% or $96,274 at 6%; with 100% employer match about $108,308 at 4% or $72,205 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-296$20,394,918$969,129$3,274iApproximate average salary by contribution assumption: employee only about $81,852 at 4% or $54,568 at 6%; with 50% employer match about $54,568 at 4% or $36,379 at 6%; with 100% employer match about $40,926 at 4% or $27,284 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-293$8,852,052$1,595,605$5,446iApproximate average salary by contribution assumption: employee only about $136,144 at 4% or $90,763 at 6%; with 50% employer match about $90,763 at 4% or $60,508 at 6%; with 100% employer match about $68,072 at 4% or $45,381 at 6%.
BARKLEY EVERGREEN & PARTNERS, INC. FLEXIBLE SPENDI-100---
Barkley Inc. Health & Welfare Plan-277---
20033268$25,974,409$2,256,509$8,420iApproximate average salary by contribution assumption: employee only about $210,495 at 4% or $140,330 at 6%; with 50% employer match about $140,330 at 4% or $93,553 at 6%; with 100% employer match about $105,248 at 4% or $70,165 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-202$19,042,789$1,216,363$6,022iApproximate average salary by contribution assumption: employee only about $150,540 at 4% or $100,360 at 6%; with 50% employer match about $100,360 at 4% or $66,907 at 6%; with 100% employer match about $75,270 at 4% or $50,180 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-268$6,931,620$1,040,146$3,881iApproximate average salary by contribution assumption: employee only about $97,029 at 4% or $64,686 at 6%; with 50% employer match about $64,686 at 4% or $43,124 at 6%; with 100% employer match about $48,514 at 4% or $32,343 at 6%.
Barkley Inc. Health & Welfare Plan-243---
20023232$18,492,857$2,126,387$9,165iApproximate average salary by contribution assumption: employee only about $229,137 at 4% or $152,758 at 6%; with 50% employer match about $152,758 at 4% or $101,838 at 6%; with 100% employer match about $114,568 at 4% or $76,379 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-188$13,781,535$1,058,735$5,632iApproximate average salary by contribution assumption: employee only about $140,789 at 4% or $93,859 at 6%; with 50% employer match about $93,859 at 4% or $62,573 at 6%; with 100% employer match about $70,395 at 4% or $46,930 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-188$4,711,322$1,067,652$5,679iApproximate average salary by contribution assumption: employee only about $141,975 at 4% or $94,650 at 6%; with 50% employer match about $94,650 at 4% or $63,100 at 6%; with 100% employer match about $70,988 at 4% or $47,325 at 6%.
Barkley Inc. Health & Welfare Plan-232---
20013243$19,298,023$1,962,451$8,076iApproximate average salary by contribution assumption: employee only about $201,898 at 4% or $134,599 at 6%; with 50% employer match about $134,599 at 4% or $89,733 at 6%; with 100% employer match about $100,949 at 4% or $67,299 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-202$14,117,670$1,141,092$5,649iApproximate average salary by contribution assumption: employee only about $141,224 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,766 at 6%; with 100% employer match about $70,612 at 4% or $47,075 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-243$5,180,353$821,359$3,380iApproximate average salary by contribution assumption: employee only about $84,502 at 4% or $56,335 at 6%; with 50% employer match about $56,335 at 4% or $37,556 at 6%; with 100% employer match about $42,251 at 4% or $28,167 at 6%.
Barkley Inc. Health & Welfare Plan-208---
20007228$11,336,185$1,046,117$4,588iApproximate average salary by contribution assumption: employee only about $114,706 at 4% or $76,471 at 6%; with 50% employer match about $76,471 at 4% or $50,980 at 6%; with 100% employer match about $57,353 at 4% or $38,235 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-204$6,352,952$461,575$2,263iApproximate average salary by contribution assumption: employee only about $56,566 at 4% or $37,710 at 6%; with 50% employer match about $37,710 at 4% or $25,140 at 6%; with 100% employer match about $28,283 at 4% or $18,855 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-228$4,983,233$584,542$2,564iApproximate average salary by contribution assumption: employee only about $64,095 at 4% or $42,730 at 6%; with 50% employer match about $42,730 at 4% or $28,486 at 6%; with 100% employer match about $32,047 at 4% or $21,365 at 6%.
BARKLEY & EVERGREEN GROUP LONG TERM DISABILITY PLAN-0---
BARKLEY & EVERGREEN GROUP MEDICAL INSURANCE PLAN-0---
BARKLEY & EVERGREEN GROUP VOLUNTARY LIFE PLAN-0---
BARKLEY & EVERGREEN GROUP DENTAL INSURANCE PLAN-0---
Barkley Inc. Health & Welfare Plan-228---
19992221$10,993,855$1,973,316$8,929iApproximate average salary by contribution assumption: employee only about $223,226 at 4% or $148,817 at 6%; with 50% employer match about $148,817 at 4% or $99,211 at 6%; with 100% employer match about $111,613 at 4% or $74,409 at 6%.
Barkley Evergreen & Partners Employee Stock Ownership Plan-152$6,434,327$1,583,666$10,419iApproximate average salary by contribution assumption: employee only about $260,471 at 4% or $173,648 at 6%; with 50% employer match about $173,648 at 4% or $115,765 at 6%; with 100% employer match about $130,236 at 4% or $86,824 at 6%.
Barkley Evergreen & Partners, .. Inc. 401K Savings Plan-221$4,559,528$389,650$1,763iApproximate average salary by contribution assumption: employee only about $44,078 at 4% or $29,385 at 6%; with 50% employer match about $29,385 at 4% or $19,590 at 6%; with 100% employer match about $22,039 at 4% or $14,693 at 6%.