Civic Intelligence

Barr & Young Attorneys

Plan context: Barr & Young Attorneys Retirement Trust

EIN 46-2778635 • Danville, CA • 12 filings • 3 plans

318-c Diablo RoadDanville, CA 94526
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,320,217

2024 Contributions

$196,814

Historical Graphs

Total Assets Over Time

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

$4,093,905$2,046,953$0201320192024YearValue
$3,320,217Latest year 2024

Participants Over Time

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

1370201320192024YearValue
8Latest 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
202418$3,320,217$196,814$24,602iApproximate average salary by contribution assumption: employee only about $615,044 at 4% or $410,029 at 6%; with 50% employer match about $410,029 at 4% or $273,353 at 6%; with 100% employer match about $307,522 at 4% or $205,015 at 6%.
Barr & Young Attorneys Retirement Trust-8$3,320,217$196,814$24,602iApproximate average salary by contribution assumption: employee only about $615,044 at 4% or $410,029 at 6%; with 50% employer match about $410,029 at 4% or $273,353 at 6%; with 100% employer match about $307,522 at 4% or $205,015 at 6%.
2023111$4,093,905$454,273$41,298iApproximate average salary by contribution assumption: employee only about $1,032,439 at 4% or $688,292 at 6%; with 50% employer match about $688,292 at 4% or $458,862 at 6%; with 100% employer match about $516,219 at 4% or $344,146 at 6%.
Barr & Young Attorneys Retirement Trust-11$4,093,905$454,273$41,298iApproximate average salary by contribution assumption: employee only about $1,032,439 at 4% or $688,292 at 6%; with 50% employer match about $688,292 at 4% or $458,862 at 6%; with 100% employer match about $516,219 at 4% or $344,146 at 6%.
2022112$2,894,223$276,587$23,049iApproximate average salary by contribution assumption: employee only about $576,223 at 4% or $384,149 at 6%; with 50% employer match about $384,149 at 4% or $256,099 at 6%; with 100% employer match about $288,111 at 4% or $192,074 at 6%.
Barr & Young Attorneys Retirement Trust-12$2,894,223$276,587$23,049iApproximate average salary by contribution assumption: employee only about $576,223 at 4% or $384,149 at 6%; with 50% employer match about $384,149 at 4% or $256,099 at 6%; with 100% employer match about $288,111 at 4% or $192,074 at 6%.
2021113$2,827,450$296,271$22,790iApproximate average salary by contribution assumption: employee only about $569,752 at 4% or $379,835 at 6%; with 50% employer match about $379,835 at 4% or $253,223 at 6%; with 100% employer match about $284,876 at 4% or $189,917 at 6%.
Barr & Young Attorneys Retirement Trust-13$2,827,450$296,271$22,790iApproximate average salary by contribution assumption: employee only about $569,752 at 4% or $379,835 at 6%; with 50% employer match about $379,835 at 4% or $253,223 at 6%; with 100% employer match about $284,876 at 4% or $189,917 at 6%.
2020111$2,137,771$352,810$32,074iApproximate average salary by contribution assumption: employee only about $801,841 at 4% or $534,561 at 6%; with 50% employer match about $534,561 at 4% or $356,374 at 6%; with 100% employer match about $400,920 at 4% or $267,280 at 6%.
Barr & Young Attorneys Retirement Trust-11$2,137,771$352,810$32,074iApproximate average salary by contribution assumption: employee only about $801,841 at 4% or $534,561 at 6%; with 50% employer match about $534,561 at 4% or $356,374 at 6%; with 100% employer match about $400,920 at 4% or $267,280 at 6%.
2019111$1,493,532$263,734$23,976iApproximate average salary by contribution assumption: employee only about $599,395 at 4% or $399,597 at 6%; with 50% employer match about $399,597 at 4% or $266,398 at 6%; with 100% employer match about $299,698 at 4% or $199,798 at 6%.
Barr & Young Attorneys Retirement Trust-11$1,493,532$263,734$23,976iApproximate average salary by contribution assumption: employee only about $599,395 at 4% or $399,597 at 6%; with 50% employer match about $399,597 at 4% or $266,398 at 6%; with 100% employer match about $299,698 at 4% or $199,798 at 6%.
2018112$950,014$193,556$16,130iApproximate average salary by contribution assumption: employee only about $403,242 at 4% or $268,828 at 6%; with 50% employer match about $268,828 at 4% or $179,219 at 6%; with 100% employer match about $201,621 at 4% or $134,414 at 6%.
Barr & Young Attorneys Retirement Trust-12$950,014$193,556$16,130iApproximate average salary by contribution assumption: employee only about $403,242 at 4% or $268,828 at 6%; with 50% employer match about $268,828 at 4% or $179,219 at 6%; with 100% employer match about $201,621 at 4% or $134,414 at 6%.
2017111$820,952$187,226$17,021iApproximate average salary by contribution assumption: employee only about $425,514 at 4% or $283,676 at 6%; with 50% employer match about $283,676 at 4% or $189,117 at 6%; with 100% employer match about $212,757 at 4% or $141,838 at 6%.
Barr & Young Attorneys Retirement Trust-11$820,952$187,226$17,021iApproximate average salary by contribution assumption: employee only about $425,514 at 4% or $283,676 at 6%; with 50% employer match about $283,676 at 4% or $189,117 at 6%; with 100% employer match about $212,757 at 4% or $141,838 at 6%.
201619$529,575$94,894$10,544iApproximate average salary by contribution assumption: employee only about $263,594 at 4% or $175,730 at 6%; with 50% employer match about $175,730 at 4% or $117,153 at 6%; with 100% employer match about $131,797 at 4% or $87,865 at 6%.
Barr & Young Attorneys Retirement Trust-9$529,575$94,894$10,544iApproximate average salary by contribution assumption: employee only about $263,594 at 4% or $175,730 at 6%; with 50% employer match about $175,730 at 4% or $117,153 at 6%; with 100% employer match about $131,797 at 4% or $87,865 at 6%.
201519$397,692$121,971$13,552iApproximate average salary by contribution assumption: employee only about $338,808 at 4% or $225,872 at 6%; with 50% employer match about $225,872 at 4% or $150,581 at 6%; with 100% employer match about $169,404 at 4% or $112,936 at 6%.
Barr & Young Attorneys Retirement Trust-9$397,692$121,971$13,552iApproximate average salary by contribution assumption: employee only about $338,808 at 4% or $225,872 at 6%; with 50% employer match about $225,872 at 4% or $150,581 at 6%; with 100% employer match about $169,404 at 4% or $112,936 at 6%.
201417$282,074$77,630$11,090iApproximate average salary by contribution assumption: employee only about $277,250 at 4% or $184,833 at 6%; with 50% employer match about $184,833 at 4% or $123,222 at 6%; with 100% employer match about $138,625 at 4% or $92,417 at 6%.
Barr & Young Attorneys Retirement Trust-7$282,074$77,630$11,090iApproximate average salary by contribution assumption: employee only about $277,250 at 4% or $184,833 at 6%; with 50% employer match about $184,833 at 4% or $123,222 at 6%; with 100% employer match about $138,625 at 4% or $92,417 at 6%.
201317$235,467$52,620$7,517iApproximate average salary by contribution assumption: employee only about $187,929 at 4% or $125,286 at 6%; with 50% employer match about $125,286 at 4% or $83,524 at 6%; with 100% employer match about $93,964 at 4% or $62,643 at 6%.
Barr & Young Attorneys Retirement Trust-7$235,467$52,620$7,517iApproximate average salary by contribution assumption: employee only about $187,929 at 4% or $125,286 at 6%; with 50% employer match about $125,286 at 4% or $83,524 at 6%; with 100% employer match about $93,964 at 4% or $62,643 at 6%.