Civic Intelligence

Barkley & Kennedy Chartered

Plan context: Barkley & Kennedy Chartered Profit Sharing Plan

EIN 52-1098208 • Rockville, MD • 26 filings • 4 plans

51 Monroe Street, Suite 1407Rockville, MD 20850
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,534,514

2024 Contributions

$57,936

Historical Graphs

Total Assets Over Time

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

$2,534,514$1,267,257$0199920132024YearValue
$2,534,514Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest 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
202414$2,534,514$57,936$14,484iApproximate average salary by contribution assumption: employee only about $362,100 at 4% or $241,400 at 6%; with 50% employer match about $241,400 at 4% or $160,933 at 6%; with 100% employer match about $181,050 at 4% or $120,700 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$2,534,514$57,936$14,484iApproximate average salary by contribution assumption: employee only about $362,100 at 4% or $241,400 at 6%; with 50% employer match about $241,400 at 4% or $160,933 at 6%; with 100% employer match about $181,050 at 4% or $120,700 at 6%.
202314$2,281,428$70,060$17,515iApproximate average salary by contribution assumption: employee only about $437,875 at 4% or $291,917 at 6%; with 50% employer match about $291,917 at 4% or $194,611 at 6%; with 100% employer match about $218,938 at 4% or $145,958 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$2,281,428$70,060$17,515iApproximate average salary by contribution assumption: employee only about $437,875 at 4% or $291,917 at 6%; with 50% employer match about $291,917 at 4% or $194,611 at 6%; with 100% employer match about $218,938 at 4% or $145,958 at 6%.
202214$1,943,524$65,419$16,355iApproximate average salary by contribution assumption: employee only about $408,869 at 4% or $272,579 at 6%; with 50% employer match about $272,579 at 4% or $181,719 at 6%; with 100% employer match about $204,434 at 4% or $136,290 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,943,524$65,419$16,355iApproximate average salary by contribution assumption: employee only about $408,869 at 4% or $272,579 at 6%; with 50% employer match about $272,579 at 4% or $181,719 at 6%; with 100% employer match about $204,434 at 4% or $136,290 at 6%.
202114$2,269,311$81,384$20,346iApproximate average salary by contribution assumption: employee only about $508,650 at 4% or $339,100 at 6%; with 50% employer match about $339,100 at 4% or $226,067 at 6%; with 100% employer match about $254,325 at 4% or $169,550 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$2,269,311$81,384$20,346iApproximate average salary by contribution assumption: employee only about $508,650 at 4% or $339,100 at 6%; with 50% employer match about $339,100 at 4% or $226,067 at 6%; with 100% employer match about $254,325 at 4% or $169,550 at 6%.
202014$2,048,590$73,200$18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$2,048,590$73,200$18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%.
201915$1,837,421$73,400$14,680iApproximate average salary by contribution assumption: employee only about $367,000 at 4% or $244,667 at 6%; with 50% employer match about $244,667 at 4% or $163,111 at 6%; with 100% employer match about $183,500 at 4% or $122,333 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-5$1,837,421$73,400$14,680iApproximate average salary by contribution assumption: employee only about $367,000 at 4% or $244,667 at 6%; with 50% employer match about $244,667 at 4% or $163,111 at 6%; with 100% employer match about $183,500 at 4% or $122,333 at 6%.
201814$1,501,132$70,780$17,695iApproximate average salary by contribution assumption: employee only about $442,375 at 4% or $294,917 at 6%; with 50% employer match about $294,917 at 4% or $196,611 at 6%; with 100% employer match about $221,188 at 4% or $147,458 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,501,132$70,780$17,695iApproximate average salary by contribution assumption: employee only about $442,375 at 4% or $294,917 at 6%; with 50% employer match about $294,917 at 4% or $196,611 at 6%; with 100% employer match about $221,188 at 4% or $147,458 at 6%.
201714$1,575,394$68,680$17,170iApproximate average salary by contribution assumption: employee only about $429,250 at 4% or $286,167 at 6%; with 50% employer match about $286,167 at 4% or $190,778 at 6%; with 100% employer match about $214,625 at 4% or $143,083 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,575,394$68,680$17,170iApproximate average salary by contribution assumption: employee only about $429,250 at 4% or $286,167 at 6%; with 50% employer match about $286,167 at 4% or $190,778 at 6%; with 100% employer match about $214,625 at 4% or $143,083 at 6%.
201614$1,346,924$72,180$18,045iApproximate average salary by contribution assumption: employee only about $451,125 at 4% or $300,750 at 6%; with 50% employer match about $300,750 at 4% or $200,500 at 6%; with 100% employer match about $225,563 at 4% or $150,375 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,346,924$72,180$18,045iApproximate average salary by contribution assumption: employee only about $451,125 at 4% or $300,750 at 6%; with 50% employer match about $300,750 at 4% or $200,500 at 6%; with 100% employer match about $225,563 at 4% or $150,375 at 6%.
201514$1,185,343$79,680$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,185,343$79,680$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
201414$1,173,570$84,672$21,168iApproximate average salary by contribution assumption: employee only about $529,200 at 4% or $352,800 at 6%; with 50% employer match about $352,800 at 4% or $235,200 at 6%; with 100% employer match about $264,600 at 4% or $176,400 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,173,570$84,672$21,168iApproximate average salary by contribution assumption: employee only about $529,200 at 4% or $352,800 at 6%; with 50% employer match about $352,800 at 4% or $235,200 at 6%; with 100% employer match about $264,600 at 4% or $176,400 at 6%.
201314$1,040,653$61,707$15,427iApproximate average salary by contribution assumption: employee only about $385,669 at 4% or $257,113 at 6%; with 50% employer match about $257,113 at 4% or $171,408 at 6%; with 100% employer match about $192,834 at 4% or $128,556 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$1,040,653$61,707$15,427iApproximate average salary by contribution assumption: employee only about $385,669 at 4% or $257,113 at 6%; with 50% employer match about $257,113 at 4% or $171,408 at 6%; with 100% employer match about $192,834 at 4% or $128,556 at 6%.
201214$846,900$80,672$20,168iApproximate average salary by contribution assumption: employee only about $504,200 at 4% or $336,133 at 6%; with 50% employer match about $336,133 at 4% or $224,089 at 6%; with 100% employer match about $252,100 at 4% or $168,067 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$846,900$80,672$20,168iApproximate average salary by contribution assumption: employee only about $504,200 at 4% or $336,133 at 6%; with 50% employer match about $336,133 at 4% or $224,089 at 6%; with 100% employer match about $252,100 at 4% or $168,067 at 6%.
201114$949,422$80,672$20,168iApproximate average salary by contribution assumption: employee only about $504,200 at 4% or $336,133 at 6%; with 50% employer match about $336,133 at 4% or $224,089 at 6%; with 100% employer match about $252,100 at 4% or $168,067 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$949,422$80,672$20,168iApproximate average salary by contribution assumption: employee only about $504,200 at 4% or $336,133 at 6%; with 50% employer match about $336,133 at 4% or $224,089 at 6%; with 100% employer match about $252,100 at 4% or $168,067 at 6%.
201014$857,027$78,680$19,670iApproximate average salary by contribution assumption: employee only about $491,750 at 4% or $327,833 at 6%; with 50% employer match about $327,833 at 4% or $218,556 at 6%; with 100% employer match about $245,875 at 4% or $163,917 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$857,027$78,680$19,670iApproximate average salary by contribution assumption: employee only about $491,750 at 4% or $327,833 at 6%; with 50% employer match about $327,833 at 4% or $218,556 at 6%; with 100% employer match about $245,875 at 4% or $163,917 at 6%.
200914$725,959$65,672$16,418iApproximate average salary by contribution assumption: employee only about $410,450 at 4% or $273,633 at 6%; with 50% employer match about $273,633 at 4% or $182,422 at 6%; with 100% employer match about $205,225 at 4% or $136,817 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$725,959$65,672$16,418iApproximate average salary by contribution assumption: employee only about $410,450 at 4% or $273,633 at 6%; with 50% employer match about $273,633 at 4% or $182,422 at 6%; with 100% employer match about $205,225 at 4% or $136,817 at 6%.
200814$0$0-
Barkley & Kennedy Chartered Profit Sharing Plan-4---
200714$0$0-
Barkley & Kennedy Chartered Profit Sharing Plan-4---
200614$599,899$43,630$10,908iApproximate average salary by contribution assumption: employee only about $272,688 at 4% or $181,792 at 6%; with 50% employer match about $181,792 at 4% or $121,194 at 6%; with 100% employer match about $136,344 at 4% or $90,896 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$599,899$43,630$10,908iApproximate average salary by contribution assumption: employee only about $272,688 at 4% or $181,792 at 6%; with 50% employer match about $181,792 at 4% or $121,194 at 6%; with 100% employer match about $136,344 at 4% or $90,896 at 6%.
200513$501,956$47,300$15,767iApproximate average salary by contribution assumption: employee only about $394,167 at 4% or $262,778 at 6%; with 50% employer match about $262,778 at 4% or $175,185 at 6%; with 100% employer match about $197,083 at 4% or $131,389 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-3$501,956$47,300$15,767iApproximate average salary by contribution assumption: employee only about $394,167 at 4% or $262,778 at 6%; with 50% employer match about $262,778 at 4% or $175,185 at 6%; with 100% employer match about $197,083 at 4% or $131,389 at 6%.
200414$514,932$50,300$12,575iApproximate average salary by contribution assumption: employee only about $314,375 at 4% or $209,583 at 6%; with 50% employer match about $209,583 at 4% or $139,722 at 6%; with 100% employer match about $157,188 at 4% or $104,792 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$514,932$50,300$12,575iApproximate average salary by contribution assumption: employee only about $314,375 at 4% or $209,583 at 6%; with 50% employer match about $209,583 at 4% or $139,722 at 6%; with 100% employer match about $157,188 at 4% or $104,792 at 6%.
200314$443,556$55,900$13,975iApproximate average salary by contribution assumption: employee only about $349,375 at 4% or $232,917 at 6%; with 50% employer match about $232,917 at 4% or $155,278 at 6%; with 100% employer match about $174,688 at 4% or $116,458 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$443,556$55,900$13,975iApproximate average salary by contribution assumption: employee only about $349,375 at 4% or $232,917 at 6%; with 50% employer match about $232,917 at 4% or $155,278 at 6%; with 100% employer match about $174,688 at 4% or $116,458 at 6%.
200214$329,795$72,900$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$329,795$72,900$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
200114$0$0-
Barkley & Kennedy Chartered Profit Sharing Plan-4---
200014$307,502$29,800$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-4$307,502$29,800$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
199915$291,948$39,425$7,885iApproximate average salary by contribution assumption: employee only about $197,125 at 4% or $131,417 at 6%; with 50% employer match about $131,417 at 4% or $87,611 at 6%; with 100% employer match about $98,563 at 4% or $65,708 at 6%.
Barkley & Kennedy Chartered Profit Sharing Plan-5$291,948$39,425$7,885iApproximate average salary by contribution assumption: employee only about $197,125 at 4% or $131,417 at 6%; with 50% employer match about $131,417 at 4% or $87,611 at 6%; with 100% employer match about $98,563 at 4% or $65,708 at 6%.