Fidelity bond in place
No
Filing51 Monroe Street, Suite 1407Rockville, MD 20850
Barkley & Kennedy Chartered Profit Sharing Plan
Barkley & Kennedy Chartered • EIN 52-1098208 • Rockville, MD • Plan year 2003
Filing Insights
Participants
Down5 → 4
-1 • -20.00%
Assets
Up$329,795 → $443,556
$113,761 • 34.49%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $113,761
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Barkley & Kennedy Chartered Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Barkley & Kennedy Chartered Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| Barkley & Kennedy Chartered Profit Sharing Plan | Current | 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Barkley & Kennedy Chartered Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$443,556$113,761 change
Balance Sheet
Beginning and end of plan year.
Total assets$329,795$443,556Increase +$113,761 (34.49%)
Total liabilities$0$0No change $0
Net assets$329,795$443,556Increase +$113,761 (34.49%)
Contributions
Employer contributions$55,900
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$113,761
Total expenses$0
Net income$113,761
Source fields
- Schedule I source fields
- Filing Id
- 84037314018564
- Schedule I EIN
- 52-1098208
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $329,795
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $329,795
- Small plan total assets at end of year
- $443,556
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $443,556
- Small plan employer contributions
- $55,900
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $57,861
- Small plan total income
- $113,761
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $113,761
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- Yes
- Small Mortg Participants End of year Amount
- $32,500
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0