Barrett & Associates, P.A.
Plan context: Barrett & Associates, P.A. 401K Profit Sharing Plan
EIN 48-0944295 • Overland Park, KS • 25 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
17
2018 Assets
$2,571,742
2018 Contributions
$90,420
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 17 | $2,571,742 | $90,420 | $5,319iApproximate average salary by contribution assumption: employee only about $132,971 at 4% or $88,647 at 6%; with 50% employer match about $88,647 at 4% or $59,098 at 6%; with 100% employer match about $66,485 at 4% or $44,324 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 17 | $2,571,742 | $90,420 | $5,319iApproximate average salary by contribution assumption: employee only about $132,971 at 4% or $88,647 at 6%; with 50% employer match about $88,647 at 4% or $59,098 at 6%; with 100% employer match about $66,485 at 4% or $44,324 at 6%. |
| 2016 | 1 | 19 | $2,413,392 | $132,249 | $6,960iApproximate average salary by contribution assumption: employee only about $174,012 at 4% or $116,008 at 6%; with 50% employer match about $116,008 at 4% or $77,339 at 6%; with 100% employer match about $87,006 at 4% or $58,004 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 19 | $2,413,392 | $132,249 | $6,960iApproximate average salary by contribution assumption: employee only about $174,012 at 4% or $116,008 at 6%; with 50% employer match about $116,008 at 4% or $77,339 at 6%; with 100% employer match about $87,006 at 4% or $58,004 at 6%. |
| 2015 | 1 | 18 | $2,347,707 | $141,194 | $7,844iApproximate average salary by contribution assumption: employee only about $196,103 at 4% or $130,735 at 6%; with 50% employer match about $130,735 at 4% or $87,157 at 6%; with 100% employer match about $98,051 at 4% or $65,368 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 18 | $2,347,707 | $141,194 | $7,844iApproximate average salary by contribution assumption: employee only about $196,103 at 4% or $130,735 at 6%; with 50% employer match about $130,735 at 4% or $87,157 at 6%; with 100% employer match about $98,051 at 4% or $65,368 at 6%. |
| 2014 | 1 | 18 | $2,353,100 | $144,755 | $8,042iApproximate average salary by contribution assumption: employee only about $201,049 at 4% or $134,032 at 6%; with 50% employer match about $134,032 at 4% or $89,355 at 6%; with 100% employer match about $100,524 at 4% or $67,016 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 18 | $2,353,100 | $144,755 | $8,042iApproximate average salary by contribution assumption: employee only about $201,049 at 4% or $134,032 at 6%; with 50% employer match about $134,032 at 4% or $89,355 at 6%; with 100% employer match about $100,524 at 4% or $67,016 at 6%. |
| 2013 | 1 | 20 | $2,248,329 | $162,899 | $8,145iApproximate average salary by contribution assumption: employee only about $203,624 at 4% or $135,749 at 6%; with 50% employer match about $135,749 at 4% or $90,499 at 6%; with 100% employer match about $101,812 at 4% or $67,875 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 20 | $2,248,329 | $162,899 | $8,145iApproximate average salary by contribution assumption: employee only about $203,624 at 4% or $135,749 at 6%; with 50% employer match about $135,749 at 4% or $90,499 at 6%; with 100% employer match about $101,812 at 4% or $67,875 at 6%. |
| 2012 | 1 | 21 | $2,348,167 | $158,317 | $7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 21 | $2,348,167 | $158,317 | $7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%. |
| 2011 | 1 | 21 | $2,214,500 | $157,796 | $7,514iApproximate average salary by contribution assumption: employee only about $187,852 at 4% or $125,235 at 6%; with 50% employer match about $125,235 at 4% or $83,490 at 6%; with 100% employer match about $93,926 at 4% or $62,617 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 21 | $2,214,500 | $157,796 | $7,514iApproximate average salary by contribution assumption: employee only about $187,852 at 4% or $125,235 at 6%; with 50% employer match about $125,235 at 4% or $83,490 at 6%; with 100% employer match about $93,926 at 4% or $62,617 at 6%. |
| 2010 | 1 | 22 | $2,115,841 | $170,302 | $7,741iApproximate average salary by contribution assumption: employee only about $193,525 at 4% or $129,017 at 6%; with 50% employer match about $129,017 at 4% or $86,011 at 6%; with 100% employer match about $96,763 at 4% or $64,508 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 22 | $2,115,841 | $170,302 | $7,741iApproximate average salary by contribution assumption: employee only about $193,525 at 4% or $129,017 at 6%; with 50% employer match about $129,017 at 4% or $86,011 at 6%; with 100% employer match about $96,763 at 4% or $64,508 at 6%. |
| 2009 | 1 | 25 | $1,994,206 | $170,513 | $6,821iApproximate average salary by contribution assumption: employee only about $170,513 at 4% or $113,675 at 6%; with 50% employer match about $113,675 at 4% or $75,784 at 6%; with 100% employer match about $85,257 at 4% or $56,838 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 25 | $1,994,206 | $170,513 | $6,821iApproximate average salary by contribution assumption: employee only about $170,513 at 4% or $113,675 at 6%; with 50% employer match about $113,675 at 4% or $75,784 at 6%; with 100% employer match about $85,257 at 4% or $56,838 at 6%. |
| 2008 | 1 | 19 | $0 | $0 | - |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 19 | - | - | - |
| 2007 | 1 | 16 | $0 | $0 | - |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 17 | $1,532,340 | $192,231 | $11,308iApproximate average salary by contribution assumption: employee only about $282,693 at 4% or $188,462 at 6%; with 50% employer match about $188,462 at 4% or $125,641 at 6%; with 100% employer match about $141,346 at 4% or $94,231 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 17 | $1,532,340 | $192,231 | $11,308iApproximate average salary by contribution assumption: employee only about $282,693 at 4% or $188,462 at 6%; with 50% employer match about $188,462 at 4% or $125,641 at 6%; with 100% employer match about $141,346 at 4% or $94,231 at 6%. |
| 2005 | 1 | 16 | $1,224,764 | $134,537 | $8,409iApproximate average salary by contribution assumption: employee only about $210,214 at 4% or $140,143 at 6%; with 50% employer match about $140,143 at 4% or $93,428 at 6%; with 100% employer match about $105,107 at 4% or $70,071 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 16 | $1,224,764 | $134,537 | $8,409iApproximate average salary by contribution assumption: employee only about $210,214 at 4% or $140,143 at 6%; with 50% employer match about $140,143 at 4% or $93,428 at 6%; with 100% employer match about $105,107 at 4% or $70,071 at 6%. |
| 2004 | 1 | 14 | $1,034,335 | $125,938 | $8,996iApproximate average salary by contribution assumption: employee only about $224,889 at 4% or $149,926 at 6%; with 50% employer match about $149,926 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,963 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 14 | $1,034,335 | $125,938 | $8,996iApproximate average salary by contribution assumption: employee only about $224,889 at 4% or $149,926 at 6%; with 50% employer match about $149,926 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,963 at 6%. |
| 2003 | 2 | 12 | $819,660 | $101,371 | $8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 12 | $819,660 | $101,371 | $8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%. |
| Barrett & Associates, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 13 | $715,126 | $111,613 | $8,586iApproximate average salary by contribution assumption: employee only about $214,640 at 4% or $143,094 at 6%; with 50% employer match about $143,094 at 4% or $95,396 at 6%; with 100% employer match about $107,320 at 4% or $71,547 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 13 | $715,069 | $111,613 | $8,586iApproximate average salary by contribution assumption: employee only about $214,640 at 4% or $143,094 at 6%; with 50% employer match about $143,094 at 4% or $95,396 at 6%; with 100% employer match about $107,320 at 4% or $71,547 at 6%. |
| Barrett & Associates, P.A. Money Purchase Pension Plan | - | 3 | $57 | - | - |
| 2001 | 2 | 15 | $0 | $0 | - |
| Barrett & Associates, P.A. Money Purchase Pension Plan | - | 15 | - | - | - |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 2 | 14 | $653,148 | $112,705 | $8,050iApproximate average salary by contribution assumption: employee only about $201,259 at 4% or $134,173 at 6%; with 50% employer match about $134,173 at 4% or $89,448 at 6%; with 100% employer match about $100,629 at 4% or $67,086 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 14 | $568,948 | $62,214 | $4,444iApproximate average salary by contribution assumption: employee only about $111,096 at 4% or $74,064 at 6%; with 50% employer match about $74,064 at 4% or $49,376 at 6%; with 100% employer match about $55,548 at 4% or $37,032 at 6%. |
| Barrett & Associates, P.A. Money Purchase Pension Plan | - | 14 | $84,200 | $50,491 | $3,607iApproximate average salary by contribution assumption: employee only about $90,163 at 4% or $60,108 at 6%; with 50% employer match about $60,108 at 4% or $40,072 at 6%; with 100% employer match about $45,081 at 4% or $30,054 at 6%. |
| 1999 | 2 | 10 | $635,166 | $106,475 | $10,648iApproximate average salary by contribution assumption: employee only about $266,188 at 4% or $177,458 at 6%; with 50% employer match about $177,458 at 4% or $118,306 at 6%; with 100% employer match about $133,094 at 4% or $88,729 at 6%. |
| Barrett & Associates, P.A. 401K Profit Sharing Plan | - | 10 | $593,607 | $64,916 | $6,492iApproximate average salary by contribution assumption: employee only about $162,290 at 4% or $108,193 at 6%; with 50% employer match about $108,193 at 4% or $72,129 at 6%; with 100% employer match about $81,145 at 4% or $54,097 at 6%. |
| Barrett & Associates, P.A. Money Purchase Pension Plan | - | 10 | $41,559 | $41,559 | $4,156iApproximate average salary by contribution assumption: employee only about $103,897 at 4% or $69,265 at 6%; with 50% employer match about $69,265 at 4% or $46,177 at 6%; with 100% employer match about $51,949 at 4% or $34,633 at 6%. |