Civic Intelligence

Barrett Values Centre LLC

Plan context: Barrett Values Centre LLC 401K Plan

EIN 54-1880263 • Waynesville, NC • 16 filings • 3 plans

PO Box 960Waynesville, NC 28786
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,985,321

2024 Contributions

$268,607

Historical Graphs

Total Assets Over Time

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

$1,985,321$992,661$0200920172024YearValue
$1,985,321Latest year 2024

Participants Over Time

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

19100200920172024YearValue
14Latest 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
2024114$1,985,321$268,607$19,186iApproximate average salary by contribution assumption: employee only about $479,655 at 4% or $319,770 at 6%; with 50% employer match about $319,770 at 4% or $213,180 at 6%; with 100% employer match about $239,828 at 4% or $159,885 at 6%.
Barrett Values Centre LLC 401K Plan-14$1,985,321$268,607$19,186iApproximate average salary by contribution assumption: employee only about $479,655 at 4% or $319,770 at 6%; with 50% employer match about $319,770 at 4% or $213,180 at 6%; with 100% employer match about $239,828 at 4% or $159,885 at 6%.
2023118$1,590,785$156,262$8,681iApproximate average salary by contribution assumption: employee only about $217,031 at 4% or $144,687 at 6%; with 50% employer match about $144,687 at 4% or $96,458 at 6%; with 100% employer match about $108,515 at 4% or $72,344 at 6%.
Barrett Values Centre LLC 401K Plan-18$1,590,785$156,262$8,681iApproximate average salary by contribution assumption: employee only about $217,031 at 4% or $144,687 at 6%; with 50% employer match about $144,687 at 4% or $96,458 at 6%; with 100% employer match about $108,515 at 4% or $72,344 at 6%.
2022118$1,211,957$173,483$9,638iApproximate average salary by contribution assumption: employee only about $240,949 at 4% or $160,632 at 6%; with 50% employer match about $160,632 at 4% or $107,088 at 6%; with 100% employer match about $120,474 at 4% or $80,316 at 6%.
Barrett Values Centre LLC 401K Plan-18$1,211,957$173,483$9,638iApproximate average salary by contribution assumption: employee only about $240,949 at 4% or $160,632 at 6%; with 50% employer match about $160,632 at 4% or $107,088 at 6%; with 100% employer match about $120,474 at 4% or $80,316 at 6%.
2021118$1,600,067$105,416$5,856iApproximate average salary by contribution assumption: employee only about $146,411 at 4% or $97,607 at 6%; with 50% employer match about $97,607 at 4% or $65,072 at 6%; with 100% employer match about $73,206 at 4% or $48,804 at 6%.
Barrett Values Centre LLC 401K Plan-18$1,600,067$105,416$5,856iApproximate average salary by contribution assumption: employee only about $146,411 at 4% or $97,607 at 6%; with 50% employer match about $97,607 at 4% or $65,072 at 6%; with 100% employer match about $73,206 at 4% or $48,804 at 6%.
2020119$1,403,289$124,858$6,571iApproximate average salary by contribution assumption: employee only about $164,287 at 4% or $109,525 at 6%; with 50% employer match about $109,525 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%.
Barrett Values Centre LLC 401K Plan-19$1,403,289$124,858$6,571iApproximate average salary by contribution assumption: employee only about $164,287 at 4% or $109,525 at 6%; with 50% employer match about $109,525 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%.
2019115$1,280,361$109,245$7,283iApproximate average salary by contribution assumption: employee only about $182,075 at 4% or $121,383 at 6%; with 50% employer match about $121,383 at 4% or $80,922 at 6%; with 100% employer match about $91,038 at 4% or $60,692 at 6%.
Barrett Values Centre LLC 401K Plan-15$1,280,361$109,245$7,283iApproximate average salary by contribution assumption: employee only about $182,075 at 4% or $121,383 at 6%; with 50% employer match about $121,383 at 4% or $80,922 at 6%; with 100% employer match about $91,038 at 4% or $60,692 at 6%.
2018114$941,004$113,701$8,122iApproximate average salary by contribution assumption: employee only about $203,038 at 4% or $135,358 at 6%; with 50% employer match about $135,358 at 4% or $90,239 at 6%; with 100% employer match about $101,519 at 4% or $67,679 at 6%.
Barrett Values Centre LLC 401K Plan-14$941,004$113,701$8,122iApproximate average salary by contribution assumption: employee only about $203,038 at 4% or $135,358 at 6%; with 50% employer match about $135,358 at 4% or $90,239 at 6%; with 100% employer match about $101,519 at 4% or $67,679 at 6%.
2017111$840,090$70,367$6,397iApproximate average salary by contribution assumption: employee only about $159,925 at 4% or $106,617 at 6%; with 50% employer match about $106,617 at 4% or $71,078 at 6%; with 100% employer match about $79,963 at 4% or $53,308 at 6%.
Barrett Values Centre LLC 401K Plan-11$840,090$70,367$6,397iApproximate average salary by contribution assumption: employee only about $159,925 at 4% or $106,617 at 6%; with 50% employer match about $106,617 at 4% or $71,078 at 6%; with 100% employer match about $79,963 at 4% or $53,308 at 6%.
2016111$638,966$63,673$5,788iApproximate average salary by contribution assumption: employee only about $144,711 at 4% or $96,474 at 6%; with 50% employer match about $96,474 at 4% or $64,316 at 6%; with 100% employer match about $72,356 at 4% or $48,237 at 6%.
Barrett Values Centre LLC 401K Plan-11$638,966$63,673$5,788iApproximate average salary by contribution assumption: employee only about $144,711 at 4% or $96,474 at 6%; with 50% employer match about $96,474 at 4% or $64,316 at 6%; with 100% employer match about $72,356 at 4% or $48,237 at 6%.
2015111$541,635$58,960$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.
Barrett Values Centre LLC 401K Plan-11$541,635$58,960$5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%.
2014111$479,418$62,374$5,670iApproximate average salary by contribution assumption: employee only about $141,759 at 4% or $94,506 at 6%; with 50% employer match about $94,506 at 4% or $63,004 at 6%; with 100% employer match about $70,880 at 4% or $47,253 at 6%.
Barrett Values Centre LLC 401K Plan-11$479,418$62,374$5,670iApproximate average salary by contribution assumption: employee only about $141,759 at 4% or $94,506 at 6%; with 50% employer match about $94,506 at 4% or $63,004 at 6%; with 100% employer match about $70,880 at 4% or $47,253 at 6%.
2013112$603,030$79,549$6,629iApproximate average salary by contribution assumption: employee only about $165,727 at 4% or $110,485 at 6%; with 50% employer match about $110,485 at 4% or $73,656 at 6%; with 100% employer match about $82,864 at 4% or $55,242 at 6%.
Barrett Values Centre LLC 401K Plan-12$603,030$79,549$6,629iApproximate average salary by contribution assumption: employee only about $165,727 at 4% or $110,485 at 6%; with 50% employer match about $110,485 at 4% or $73,656 at 6%; with 100% employer match about $82,864 at 4% or $55,242 at 6%.
2012110$416,234$74,503$7,450iApproximate average salary by contribution assumption: employee only about $186,258 at 4% or $124,172 at 6%; with 50% employer match about $124,172 at 4% or $82,781 at 6%; with 100% employer match about $93,129 at 4% or $62,086 at 6%.
Barrett Values Centre LLC 401K Plan-10$416,234$74,503$7,450iApproximate average salary by contribution assumption: employee only about $186,258 at 4% or $124,172 at 6%; with 50% employer match about $124,172 at 4% or $82,781 at 6%; with 100% employer match about $93,129 at 4% or $62,086 at 6%.
2011110$282,944$117,480$11,748iApproximate average salary by contribution assumption: employee only about $293,700 at 4% or $195,800 at 6%; with 50% employer match about $195,800 at 4% or $130,533 at 6%; with 100% employer match about $146,850 at 4% or $97,900 at 6%.
Barrett Values Centre LLC 401K Plan-10$282,944$117,480$11,748iApproximate average salary by contribution assumption: employee only about $293,700 at 4% or $195,800 at 6%; with 50% employer match about $195,800 at 4% or $130,533 at 6%; with 100% employer match about $146,850 at 4% or $97,900 at 6%.
2010111$240,482$60,171$5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%.
Barrett Values Centre LLC 401K Plan-11$240,482$60,171$5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%.
2009111$256,636$67,240$6,113iApproximate average salary by contribution assumption: employee only about $152,818 at 4% or $101,879 at 6%; with 50% employer match about $101,879 at 4% or $67,919 at 6%; with 100% employer match about $76,409 at 4% or $50,939 at 6%.
Barrett Values Centre LLC 401K Plan-11$256,636$67,240$6,113iApproximate average salary by contribution assumption: employee only about $152,818 at 4% or $101,879 at 6%; with 50% employer match about $101,879 at 4% or $67,919 at 6%; with 100% employer match about $76,409 at 4% or $50,939 at 6%.