Civic Intelligence

Barnes Tax and Advisory Se

Plan context: Barnes Tax & Advisors Services LLC 401K Plan

EIN 45-5439667 • Gahanna, OH • 28 filings • 5 plans

81 Mill Street, Suite 300Gahanna, OH 43230
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,002,198

2024 Contributions

$329,821

Historical Graphs

Total Assets Over Time

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

$3,002,198$1,501,099$0201320192024YearValue
$3,002,198Latest year 2024

Participants Over Time

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

740201320192024YearValue
6Latest 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
202436$3,002,198$329,821$54,970iApproximate average salary by contribution assumption: employee only about $1,374,254 at 4% or $916,169 at 6%; with 50% employer match about $916,169 at 4% or $610,780 at 6%; with 100% employer match about $687,127 at 4% or $458,085 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-6$1,698,431$130,960$21,827iApproximate average salary by contribution assumption: employee only about $545,667 at 4% or $363,778 at 6%; with 50% employer match about $363,778 at 4% or $242,519 at 6%; with 100% employer match about $272,833 at 4% or $181,889 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-6$1,293,862$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-3$9,905$73,861$24,620iApproximate average salary by contribution assumption: employee only about $615,508 at 4% or $410,339 at 6%; with 50% employer match about $410,339 at 4% or $273,559 at 6%; with 100% employer match about $307,754 at 4% or $205,169 at 6%.
202336$2,418,189$350,463$58,411iApproximate average salary by contribution assumption: employee only about $1,460,263 at 4% or $973,508 at 6%; with 50% employer match about $973,508 at 4% or $649,006 at 6%; with 100% employer match about $730,131 at 4% or $486,754 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-6$1,370,592$114,120$19,020iApproximate average salary by contribution assumption: employee only about $475,500 at 4% or $317,000 at 6%; with 50% employer match about $317,000 at 4% or $211,333 at 6%; with 100% employer match about $237,750 at 4% or $158,500 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-6$1,039,941$166,718$27,786iApproximate average salary by contribution assumption: employee only about $694,658 at 4% or $463,106 at 6%; with 50% employer match about $463,106 at 4% or $308,737 at 6%; with 100% employer match about $347,329 at 4% or $231,553 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-3$7,656$69,625$23,208iApproximate average salary by contribution assumption: employee only about $580,208 at 4% or $386,806 at 6%; with 50% employer match about $386,806 at 4% or $257,870 at 6%; with 100% employer match about $290,104 at 4% or $193,403 at 6%.
202237$1,846,950$288,261$41,180iApproximate average salary by contribution assumption: employee only about $1,029,504 at 4% or $686,336 at 6%; with 50% employer match about $686,336 at 4% or $457,557 at 6%; with 100% employer match about $514,752 at 4% or $343,168 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-6$1,061,762$105,543$17,591iApproximate average salary by contribution assumption: employee only about $439,763 at 4% or $293,175 at 6%; with 50% employer match about $293,175 at 4% or $195,450 at 6%; with 100% employer match about $219,881 at 4% or $146,588 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-7$778,238$125,769$17,967iApproximate average salary by contribution assumption: employee only about $449,175 at 4% or $299,450 at 6%; with 50% employer match about $299,450 at 4% or $199,633 at 6%; with 100% employer match about $224,588 at 4% or $149,725 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-3$6,950$56,949$18,983iApproximate average salary by contribution assumption: employee only about $474,575 at 4% or $316,383 at 6%; with 50% employer match about $316,383 at 4% or $210,922 at 6%; with 100% employer match about $237,288 at 4% or $158,192 at 6%.
202137$2,221,695$289,673$41,382iApproximate average salary by contribution assumption: employee only about $1,034,546 at 4% or $689,698 at 6%; with 50% employer match about $689,698 at 4% or $459,798 at 6%; with 100% employer match about $517,273 at 4% or $344,849 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-7$1,460,329$116,776$16,682iApproximate average salary by contribution assumption: employee only about $417,057 at 4% or $278,038 at 6%; with 50% employer match about $278,038 at 4% or $185,359 at 6%; with 100% employer match about $208,529 at 4% or $139,019 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-7$757,058$139,766$19,967iApproximate average salary by contribution assumption: employee only about $499,164 at 4% or $332,776 at 6%; with 50% employer match about $332,776 at 4% or $221,851 at 6%; with 100% employer match about $249,582 at 4% or $166,388 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-2$4,308$33,131$16,566iApproximate average salary by contribution assumption: employee only about $414,138 at 4% or $276,092 at 6%; with 50% employer match about $276,092 at 4% or $184,061 at 6%; with 100% employer match about $207,069 at 4% or $138,046 at 6%.
202037$1,741,932$259,614$37,088iApproximate average salary by contribution assumption: employee only about $927,193 at 4% or $618,129 at 6%; with 50% employer match about $618,129 at 4% or $412,086 at 6%; with 100% employer match about $463,596 at 4% or $309,064 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-7$1,176,935$109,455$15,636iApproximate average salary by contribution assumption: employee only about $390,911 at 4% or $260,607 at 6%; with 50% employer match about $260,607 at 4% or $173,738 at 6%; with 100% employer match about $195,455 at 4% or $130,304 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-7$562,037$118,843$16,978iApproximate average salary by contribution assumption: employee only about $424,439 at 4% or $282,960 at 6%; with 50% employer match about $282,960 at 4% or $188,640 at 6%; with 100% employer match about $212,220 at 4% or $141,480 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-2$2,960$31,316$15,658iApproximate average salary by contribution assumption: employee only about $391,450 at 4% or $260,967 at 6%; with 50% employer match about $260,967 at 4% or $173,978 at 6%; with 100% employer match about $195,725 at 4% or $130,483 at 6%.
201936$1,318,883$216,393$36,066iApproximate average salary by contribution assumption: employee only about $901,638 at 4% or $601,092 at 6%; with 50% employer match about $601,092 at 4% or $400,728 at 6%; with 100% employer match about $450,819 at 4% or $300,546 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-6$912,868$102,843$17,141iApproximate average salary by contribution assumption: employee only about $428,513 at 4% or $285,675 at 6%; with 50% employer match about $285,675 at 4% or $190,450 at 6%; with 100% employer match about $214,256 at 4% or $142,838 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-6$405,177$107,228$17,871iApproximate average salary by contribution assumption: employee only about $446,783 at 4% or $297,856 at 6%; with 50% employer match about $297,856 at 4% or $198,570 at 6%; with 100% employer match about $223,392 at 4% or $148,928 at 6%.
Barnes Tax and Advisory Se Soca Benefit Plan-1$838$6,322$6,322iApproximate average salary by contribution assumption: employee only about $158,050 at 4% or $105,367 at 6%; with 50% employer match about $105,367 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
201835$923,242$203,834$40,767iApproximate average salary by contribution assumption: employee only about $1,019,170 at 4% or $679,447 at 6%; with 50% employer match about $679,447 at 4% or $452,964 at 6%; with 100% employer match about $509,585 at 4% or $339,723 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-5$656,002$57,066$11,413iApproximate average salary by contribution assumption: employee only about $285,330 at 4% or $190,220 at 6%; with 50% employer match about $190,220 at 4% or $126,813 at 6%; with 100% employer match about $142,665 at 4% or $95,110 at 6%.
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN-5$267,240$146,768$29,354iApproximate average salary by contribution assumption: employee only about $733,840 at 4% or $489,227 at 6%; with 50% employer match about $489,227 at 4% or $326,151 at 6%; with 100% employer match about $366,920 at 4% or $244,613 at 6%.
BARNES TAX & ADVISORY SERVICES PROFIT SHARING PLAN-0$0--
201735$787,033$240,648$48,130iApproximate average salary by contribution assumption: employee only about $1,203,240 at 4% or $802,160 at 6%; with 50% employer match about $802,160 at 4% or $534,773 at 6%; with 100% employer match about $601,620 at 4% or $401,080 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-5$650,422$104,037$20,807iApproximate average salary by contribution assumption: employee only about $520,185 at 4% or $346,790 at 6%; with 50% employer match about $346,790 at 4% or $231,193 at 6%; with 100% employer match about $260,093 at 4% or $173,395 at 6%.
BARNES TAX & ADVISORY SERVICES, LLC CASH BALANCE PENSION PLAN-5$131,000$131,000$26,200iApproximate average salary by contribution assumption: employee only about $655,000 at 4% or $436,667 at 6%; with 50% employer match about $436,667 at 4% or $291,111 at 6%; with 100% employer match about $327,500 at 4% or $218,333 at 6%.
BARNES TAX & ADVISORY SERVICES PROFIT SHARING PLAN-5$5,611$5,611$1,122iApproximate average salary by contribution assumption: employee only about $28,055 at 4% or $18,703 at 6%; with 50% employer match about $18,703 at 4% or $12,469 at 6%; with 100% employer match about $14,028 at 4% or $9,352 at 6%.
201615$457,841$112,705$22,541iApproximate average salary by contribution assumption: employee only about $563,525 at 4% or $375,683 at 6%; with 50% employer match about $375,683 at 4% or $250,456 at 6%; with 100% employer match about $281,763 at 4% or $187,842 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-5$457,841$112,705$22,541iApproximate average salary by contribution assumption: employee only about $563,525 at 4% or $375,683 at 6%; with 50% employer match about $375,683 at 4% or $250,456 at 6%; with 100% employer match about $281,763 at 4% or $187,842 at 6%.
201515$311,554$114,782$22,956iApproximate average salary by contribution assumption: employee only about $573,910 at 4% or $382,607 at 6%; with 50% employer match about $382,607 at 4% or $255,071 at 6%; with 100% employer match about $286,955 at 4% or $191,303 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-5$311,554$114,782$22,956iApproximate average salary by contribution assumption: employee only about $573,910 at 4% or $382,607 at 6%; with 50% employer match about $382,607 at 4% or $255,071 at 6%; with 100% employer match about $286,955 at 4% or $191,303 at 6%.
201415$196,521$104,567$20,913iApproximate average salary by contribution assumption: employee only about $522,835 at 4% or $348,557 at 6%; with 50% employer match about $348,557 at 4% or $232,371 at 6%; with 100% employer match about $261,418 at 4% or $174,278 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-5$196,521$104,567$20,913iApproximate average salary by contribution assumption: employee only about $522,835 at 4% or $348,557 at 6%; with 50% employer match about $348,557 at 4% or $232,371 at 6%; with 100% employer match about $261,418 at 4% or $174,278 at 6%.
201314$81,663$72,699$18,175iApproximate average salary by contribution assumption: employee only about $454,369 at 4% or $302,913 at 6%; with 50% employer match about $302,913 at 4% or $201,942 at 6%; with 100% employer match about $227,184 at 4% or $151,456 at 6%.
Barnes Tax & Advisors Services LLC 401K Plan-4$81,663$72,699$18,175iApproximate average salary by contribution assumption: employee only about $454,369 at 4% or $302,913 at 6%; with 50% employer match about $302,913 at 4% or $201,942 at 6%; with 100% employer match about $227,184 at 4% or $151,456 at 6%.