Civic Intelligence

Barnwell Whaley Patterson & Helms LLC

Plan context: Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan

EIN 57-1017922 • Charleston, SC • 26 filings • 6 plans

288 Meeting StreetCharleston, SC 29401
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$7,194,440

2024 Contributions

$576,727

Historical Graphs

Total Assets Over Time

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

$7,737,867$3,868,934$0200020122024YearValue
$7,194,440Latest year 2024

Participants Over Time

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

43220200020122024YearValue
43Latest 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
2024143$7,194,440$576,727$13,412iApproximate average salary by contribution assumption: employee only about $335,306 at 4% or $223,538 at 6%; with 50% employer match about $223,538 at 4% or $149,025 at 6%; with 100% employer match about $167,653 at 4% or $111,769 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-43$7,194,440$576,727$13,412iApproximate average salary by contribution assumption: employee only about $335,306 at 4% or $223,538 at 6%; with 50% employer match about $223,538 at 4% or $149,025 at 6%; with 100% employer match about $167,653 at 4% or $111,769 at 6%.
2023137$7,737,867$549,574$14,853iApproximate average salary by contribution assumption: employee only about $371,334 at 4% or $247,556 at 6%; with 50% employer match about $247,556 at 4% or $165,037 at 6%; with 100% employer match about $185,667 at 4% or $123,778 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-37$7,737,867$549,574$14,853iApproximate average salary by contribution assumption: employee only about $371,334 at 4% or $247,556 at 6%; with 50% employer match about $247,556 at 4% or $165,037 at 6%; with 100% employer match about $185,667 at 4% or $123,778 at 6%.
2022129$6,630,289$461,425$15,911iApproximate average salary by contribution assumption: employee only about $397,780 at 4% or $265,187 at 6%; with 50% employer match about $265,187 at 4% or $176,791 at 6%; with 100% employer match about $198,890 at 4% or $132,593 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-29$6,630,289$461,425$15,911iApproximate average salary by contribution assumption: employee only about $397,780 at 4% or $265,187 at 6%; with 50% employer match about $265,187 at 4% or $176,791 at 6%; with 100% employer match about $198,890 at 4% or $132,593 at 6%.
2021130$7,332,288$553,354$18,445iApproximate average salary by contribution assumption: employee only about $461,128 at 4% or $307,419 at 6%; with 50% employer match about $307,419 at 4% or $204,946 at 6%; with 100% employer match about $230,564 at 4% or $153,709 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-30$7,332,288$553,354$18,445iApproximate average salary by contribution assumption: employee only about $461,128 at 4% or $307,419 at 6%; with 50% employer match about $307,419 at 4% or $204,946 at 6%; with 100% employer match about $230,564 at 4% or $153,709 at 6%.
2020133$6,549,456$382,516$11,591iApproximate average salary by contribution assumption: employee only about $289,785 at 4% or $193,190 at 6%; with 50% employer match about $193,190 at 4% or $128,793 at 6%; with 100% employer match about $144,892 at 4% or $96,595 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-33$6,549,456$382,516$11,591iApproximate average salary by contribution assumption: employee only about $289,785 at 4% or $193,190 at 6%; with 50% employer match about $193,190 at 4% or $128,793 at 6%; with 100% employer match about $144,892 at 4% or $96,595 at 6%.
2019137$5,513,623$456,802$12,346iApproximate average salary by contribution assumption: employee only about $308,650 at 4% or $205,767 at 6%; with 50% employer match about $205,767 at 4% or $137,178 at 6%; with 100% employer match about $154,325 at 4% or $102,883 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-37$5,513,623$456,802$12,346iApproximate average salary by contribution assumption: employee only about $308,650 at 4% or $205,767 at 6%; with 50% employer match about $205,767 at 4% or $137,178 at 6%; with 100% employer match about $154,325 at 4% or $102,883 at 6%.
2018136$5,874,067$459,978$12,777iApproximate average salary by contribution assumption: employee only about $319,429 at 4% or $212,953 at 6%; with 50% employer match about $212,953 at 4% or $141,969 at 6%; with 100% employer match about $159,715 at 4% or $106,476 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-36$5,874,067$459,978$12,777iApproximate average salary by contribution assumption: employee only about $319,429 at 4% or $212,953 at 6%; with 50% employer match about $212,953 at 4% or $141,969 at 6%; with 100% employer match about $159,715 at 4% or $106,476 at 6%.
2017135$5,874,681$573,801$16,394iApproximate average salary by contribution assumption: employee only about $409,858 at 4% or $273,239 at 6%; with 50% employer match about $273,239 at 4% or $182,159 at 6%; with 100% employer match about $204,929 at 4% or $136,619 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-35$5,874,681$573,801$16,394iApproximate average salary by contribution assumption: employee only about $409,858 at 4% or $273,239 at 6%; with 50% employer match about $273,239 at 4% or $182,159 at 6%; with 100% employer match about $204,929 at 4% or $136,619 at 6%.
2016135$5,136,988$358,311$10,237iApproximate average salary by contribution assumption: employee only about $255,936 at 4% or $170,624 at 6%; with 50% employer match about $170,624 at 4% or $113,750 at 6%; with 100% employer match about $127,968 at 4% or $85,312 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-35$5,136,988$358,311$10,237iApproximate average salary by contribution assumption: employee only about $255,936 at 4% or $170,624 at 6%; with 50% employer match about $170,624 at 4% or $113,750 at 6%; with 100% employer match about $127,968 at 4% or $85,312 at 6%.
2015136$4,594,756$358,427$9,956iApproximate average salary by contribution assumption: employee only about $248,908 at 4% or $165,938 at 6%; with 50% employer match about $165,938 at 4% or $110,626 at 6%; with 100% employer match about $124,454 at 4% or $82,969 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-36$4,594,756$358,427$9,956iApproximate average salary by contribution assumption: employee only about $248,908 at 4% or $165,938 at 6%; with 50% employer match about $165,938 at 4% or $110,626 at 6%; with 100% employer match about $124,454 at 4% or $82,969 at 6%.
2014132$5,547,161$398,858$12,464iApproximate average salary by contribution assumption: employee only about $311,608 at 4% or $207,739 at 6%; with 50% employer match about $207,739 at 4% or $138,492 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-32$5,547,161$398,858$12,464iApproximate average salary by contribution assumption: employee only about $311,608 at 4% or $207,739 at 6%; with 50% employer match about $207,739 at 4% or $138,492 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
2013132$5,024,131$372,849$11,652iApproximate average salary by contribution assumption: employee only about $291,288 at 4% or $194,192 at 6%; with 50% employer match about $194,192 at 4% or $129,461 at 6%; with 100% employer match about $145,644 at 4% or $97,096 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-32$5,024,131$372,849$11,652iApproximate average salary by contribution assumption: employee only about $291,288 at 4% or $194,192 at 6%; with 50% employer match about $194,192 at 4% or $129,461 at 6%; with 100% employer match about $145,644 at 4% or $97,096 at 6%.
2012134$4,181,982$560,790$16,494iApproximate average salary by contribution assumption: employee only about $412,346 at 4% or $274,897 at 6%; with 50% employer match about $274,897 at 4% or $183,265 at 6%; with 100% employer match about $206,173 at 4% or $137,449 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-34$4,181,982$560,790$16,494iApproximate average salary by contribution assumption: employee only about $412,346 at 4% or $274,897 at 6%; with 50% employer match about $274,897 at 4% or $183,265 at 6%; with 100% employer match about $206,173 at 4% or $137,449 at 6%.
2011135$3,363,771$385,378$11,011iApproximate average salary by contribution assumption: employee only about $275,270 at 4% or $183,513 at 6%; with 50% employer match about $183,513 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-35$3,363,771$385,378$11,011iApproximate average salary by contribution assumption: employee only about $275,270 at 4% or $183,513 at 6%; with 50% employer match about $183,513 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
2010137$3,065,353$60,468$1,634iApproximate average salary by contribution assumption: employee only about $40,857 at 4% or $27,238 at 6%; with 50% employer match about $27,238 at 4% or $18,159 at 6%; with 100% employer match about $20,428 at 4% or $13,619 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-37$3,065,353$60,468$1,634iApproximate average salary by contribution assumption: employee only about $40,857 at 4% or $27,238 at 6%; with 50% employer match about $27,238 at 4% or $18,159 at 6%; with 100% employer match about $20,428 at 4% or $13,619 at 6%.
2009234$2,662,627$405,905$11,938iApproximate average salary by contribution assumption: employee only about $298,460 at 4% or $198,973 at 6%; with 50% employer match about $198,973 at 4% or $132,649 at 6%; with 100% employer match about $149,230 at 4% or $99,487 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-34$2,662,627$405,905$11,938iApproximate average salary by contribution assumption: employee only about $298,460 at 4% or $198,973 at 6%; with 50% employer match about $198,973 at 4% or $132,649 at 6%; with 100% employer match about $149,230 at 4% or $99,487 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-----
2008125$1,917,029$424,943$16,998iApproximate average salary by contribution assumption: employee only about $424,943 at 4% or $283,295 at 6%; with 50% employer match about $283,295 at 4% or $188,864 at 6%; with 100% employer match about $212,472 at 4% or $141,648 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-25$1,917,029$424,943$16,998iApproximate average salary by contribution assumption: employee only about $424,943 at 4% or $283,295 at 6%; with 50% employer match about $283,295 at 4% or $188,864 at 6%; with 100% employer match about $212,472 at 4% or $141,648 at 6%.
2007134$2,415,654$131,304$3,862iApproximate average salary by contribution assumption: employee only about $96,547 at 4% or $64,365 at 6%; with 50% employer match about $64,365 at 4% or $42,910 at 6%; with 100% employer match about $48,274 at 4% or $32,182 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-34$2,415,654$131,304$3,862iApproximate average salary by contribution assumption: employee only about $96,547 at 4% or $64,365 at 6%; with 50% employer match about $64,365 at 4% or $42,910 at 6%; with 100% employer match about $48,274 at 4% or $32,182 at 6%.
2006135$2,230,564$328,380$9,382iApproximate average salary by contribution assumption: employee only about $234,557 at 4% or $156,371 at 6%; with 50% employer match about $156,371 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-35$2,230,564$328,380$9,382iApproximate average salary by contribution assumption: employee only about $234,557 at 4% or $156,371 at 6%; with 50% employer match about $156,371 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%.
2005137$1,807,642$346,409$9,362iApproximate average salary by contribution assumption: employee only about $234,060 at 4% or $156,040 at 6%; with 50% employer match about $156,040 at 4% or $104,027 at 6%; with 100% employer match about $117,030 at 4% or $78,020 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-37$1,807,642$346,409$9,362iApproximate average salary by contribution assumption: employee only about $234,060 at 4% or $156,040 at 6%; with 50% employer match about $156,040 at 4% or $104,027 at 6%; with 100% employer match about $117,030 at 4% or $78,020 at 6%.
2004132$1,407,228$295,112$9,222iApproximate average salary by contribution assumption: employee only about $230,556 at 4% or $153,704 at 6%; with 50% employer match about $153,704 at 4% or $102,469 at 6%; with 100% employer match about $115,278 at 4% or $76,852 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-32$1,407,228$295,112$9,222iApproximate average salary by contribution assumption: employee only about $230,556 at 4% or $153,704 at 6%; with 50% employer match about $153,704 at 4% or $102,469 at 6%; with 100% employer match about $115,278 at 4% or $76,852 at 6%.
2003128$1,076,038$195,224$6,972iApproximate average salary by contribution assumption: employee only about $174,307 at 4% or $116,205 at 6%; with 50% employer match about $116,205 at 4% or $77,470 at 6%; with 100% employer match about $87,154 at 4% or $58,102 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-28$1,076,038$195,224$6,972iApproximate average salary by contribution assumption: employee only about $174,307 at 4% or $116,205 at 6%; with 50% employer match about $116,205 at 4% or $77,470 at 6%; with 100% employer match about $87,154 at 4% or $58,102 at 6%.
2002127$775,941$47,642$1,765iApproximate average salary by contribution assumption: employee only about $44,113 at 4% or $29,409 at 6%; with 50% employer match about $29,409 at 4% or $19,606 at 6%; with 100% employer match about $22,056 at 4% or $14,704 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-27$775,941$47,642$1,765iApproximate average salary by contribution assumption: employee only about $44,113 at 4% or $29,409 at 6%; with 50% employer match about $29,409 at 4% or $19,606 at 6%; with 100% employer match about $22,056 at 4% or $14,704 at 6%.
2001123$963,805$105,598$4,591iApproximate average salary by contribution assumption: employee only about $114,780 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,014 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-23$963,805$105,598$4,591iApproximate average salary by contribution assumption: employee only about $114,780 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,014 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.
2000120$1,260,851$127,979$6,399iApproximate average salary by contribution assumption: employee only about $159,974 at 4% or $106,649 at 6%; with 50% employer match about $106,649 at 4% or $71,099 at 6%; with 100% employer match about $79,987 at 4% or $53,325 at 6%.
Barnwell Whaley Patterson & Helms LLC 401(K) Profit Sharing Plan-20$1,260,851$127,979$6,399iApproximate average salary by contribution assumption: employee only about $159,974 at 4% or $106,649 at 6%; with 50% employer match about $106,649 at 4% or $71,099 at 6%; with 100% employer match about $79,987 at 4% or $53,325 at 6%.