Civic Intelligence

Kathryn Barry & Associates LLC

Plan context: KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN

EIN 45-3114790 • Woodbridge, CT • 17 filings • 2 plans

14 Wepawaug Rd.Woodbridge, CT 06525
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,313,903

2022 Contributions

$73,645

Historical Graphs

Total Assets Over Time

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

$2,043,896$1,021,948$0201220172021YearValue
$1,313,903Latest year 2021

Participants Over Time

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

420201120162021YearValue
2Latest year 2021

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
202210$0-$1,074,976-
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-0$0-$1,074,976-
202122$1,313,903$73,645$36,823iApproximate average salary by contribution assumption: employee only about $920,563 at 4% or $613,708 at 6%; with 50% employer match about $613,708 at 4% or $409,139 at 6%; with 100% employer match about $460,281 at 4% or $306,854 at 6%.
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-2$1,313,903$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-0$0$19,145-
202022$2,043,896$308,529$154,265iApproximate average salary by contribution assumption: employee only about $3,856,613 at 4% or $2,571,075 at 6%; with 50% employer match about $2,571,075 at 4% or $1,714,050 at 6%; with 100% employer match about $1,928,306 at 4% or $1,285,538 at 6%.
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-2$1,153,273$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-2$890,623$53,529$26,765iApproximate average salary by contribution assumption: employee only about $669,113 at 4% or $446,075 at 6%; with 50% employer match about $446,075 at 4% or $297,383 at 6%; with 100% employer match about $334,556 at 4% or $223,038 at 6%.
201922$1,473,608$310,773$155,387iApproximate average salary by contribution assumption: employee only about $3,884,663 at 4% or $2,589,775 at 6%; with 50% employer match about $2,589,775 at 4% or $1,726,517 at 6%; with 100% employer match about $1,942,331 at 4% or $1,294,888 at 6%.
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-2$781,966$258,000$129,000iApproximate average salary by contribution assumption: employee only about $3,225,000 at 4% or $2,150,000 at 6%; with 50% employer match about $2,150,000 at 4% or $1,433,333 at 6%; with 100% employer match about $1,612,500 at 4% or $1,075,000 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-2$691,642$52,773$26,387iApproximate average salary by contribution assumption: employee only about $659,663 at 4% or $439,775 at 6%; with 50% employer match about $439,775 at 4% or $293,183 at 6%; with 100% employer match about $329,831 at 4% or $219,888 at 6%.
201823$1,010,834$278,263$92,754iApproximate average salary by contribution assumption: employee only about $2,318,858 at 4% or $1,545,906 at 6%; with 50% employer match about $1,545,906 at 4% or $1,030,604 at 6%; with 100% employer match about $1,159,429 at 4% or $772,953 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-3$597,864$58,408$19,469iApproximate average salary by contribution assumption: employee only about $486,733 at 4% or $324,489 at 6%; with 50% employer match about $324,489 at 4% or $216,326 at 6%; with 100% employer match about $243,367 at 4% or $162,244 at 6%.
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-3$412,970$219,855$73,285iApproximate average salary by contribution assumption: employee only about $1,832,125 at 4% or $1,221,417 at 6%; with 50% employer match about $1,221,417 at 4% or $814,278 at 6%; with 100% employer match about $916,063 at 4% or $610,708 at 6%.
201723$805,971$274,402$91,467iApproximate average salary by contribution assumption: employee only about $2,286,683 at 4% or $1,524,456 at 6%; with 50% employer match about $1,524,456 at 4% or $1,016,304 at 6%; with 100% employer match about $1,143,342 at 4% or $762,228 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-3$581,270$53,514$17,838iApproximate average salary by contribution assumption: employee only about $445,950 at 4% or $297,300 at 6%; with 50% employer match about $297,300 at 4% or $198,200 at 6%; with 100% employer match about $222,975 at 4% or $148,650 at 6%.
KATHRYN BARRY & ASSOCIATES LLC DEFINED BENEFIT PENSION PLAN-3$224,701$220,888$73,629iApproximate average salary by contribution assumption: employee only about $1,840,733 at 4% or $1,227,156 at 6%; with 50% employer match about $1,227,156 at 4% or $818,104 at 6%; with 100% employer match about $920,367 at 4% or $613,578 at 6%.
201613$437,136$78,508$26,169iApproximate average salary by contribution assumption: employee only about $654,233 at 4% or $436,156 at 6%; with 50% employer match about $436,156 at 4% or $290,770 at 6%; with 100% employer match about $327,117 at 4% or $218,078 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-3$437,136$78,508$26,169iApproximate average salary by contribution assumption: employee only about $654,233 at 4% or $436,156 at 6%; with 50% employer match about $436,156 at 4% or $290,770 at 6%; with 100% employer match about $327,117 at 4% or $218,078 at 6%.
201514$355,517$78,564$19,641iApproximate average salary by contribution assumption: employee only about $491,025 at 4% or $327,350 at 6%; with 50% employer match about $327,350 at 4% or $218,233 at 6%; with 100% employer match about $245,513 at 4% or $163,675 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-4$355,517$78,564$19,641iApproximate average salary by contribution assumption: employee only about $491,025 at 4% or $327,350 at 6%; with 50% employer match about $327,350 at 4% or $218,233 at 6%; with 100% employer match about $245,513 at 4% or $163,675 at 6%.
201414$278,836$80,832$20,208iApproximate average salary by contribution assumption: employee only about $505,200 at 4% or $336,800 at 6%; with 50% employer match about $336,800 at 4% or $224,533 at 6%; with 100% employer match about $252,600 at 4% or $168,400 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-4$278,836$80,832$20,208iApproximate average salary by contribution assumption: employee only about $505,200 at 4% or $336,800 at 6%; with 50% employer match about $336,800 at 4% or $224,533 at 6%; with 100% employer match about $252,600 at 4% or $168,400 at 6%.
201314$188,060$82,127$20,532iApproximate average salary by contribution assumption: employee only about $513,294 at 4% or $342,196 at 6%; with 50% employer match about $342,196 at 4% or $228,131 at 6%; with 100% employer match about $256,647 at 4% or $171,098 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-4$188,060$82,127$20,532iApproximate average salary by contribution assumption: employee only about $513,294 at 4% or $342,196 at 6%; with 50% employer match about $342,196 at 4% or $228,131 at 6%; with 100% employer match about $256,647 at 4% or $171,098 at 6%.
201214$85,276$81,549$20,387iApproximate average salary by contribution assumption: employee only about $509,681 at 4% or $339,788 at 6%; with 50% employer match about $339,788 at 4% or $226,525 at 6%; with 100% employer match about $254,841 at 4% or $169,894 at 6%.
Kathryn Barry & Associates LLC Retirement Plan-4$85,276$81,549$20,387iApproximate average salary by contribution assumption: employee only about $509,681 at 4% or $339,788 at 6%; with 50% employer match about $339,788 at 4% or $226,525 at 6%; with 100% employer match about $254,841 at 4% or $169,894 at 6%.
201114$0$0-
Kathryn Barry & Associates LLC Retirement Plan-4---