Civic Intelligence

Barnett & Company Inc.

Plan context: BARNETT & COMPANY, INC. CASH BALANCE PLAN

EIN 58-2684716 • Rancho Santa Margarita, CA • 17 filings • 3 plans

30212 Tomas#200Rancho Santa Margarita, CA 92688
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$4,890,008

2024 Contributions

$840,205

Historical Graphs

Total Assets Over Time

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

$4,890,008$2,445,004$0201420192024YearValue
$4,890,008Latest year 2024

Participants Over Time

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

33170201420192024YearValue
25Latest 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
2024225$4,890,008$840,205$33,608iApproximate average salary by contribution assumption: employee only about $840,205 at 4% or $560,137 at 6%; with 50% employer match about $560,137 at 4% or $373,424 at 6%; with 100% employer match about $420,102 at 4% or $280,068 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-16$2,879,802$426,630$26,664iApproximate average salary by contribution assumption: employee only about $666,609 at 4% or $444,406 at 6%; with 50% employer match about $444,406 at 4% or $296,271 at 6%; with 100% employer match about $333,305 at 4% or $222,203 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-25$2,010,206$413,575$16,543iApproximate average salary by contribution assumption: employee only about $413,575 at 4% or $275,717 at 6%; with 50% employer match about $275,717 at 4% or $183,811 at 6%; with 100% employer match about $206,788 at 4% or $137,858 at 6%.
2023233$3,715,938$385,499$11,682iApproximate average salary by contribution assumption: employee only about $292,045 at 4% or $194,696 at 6%; with 50% employer match about $194,696 at 4% or $129,798 at 6%; with 100% employer match about $146,022 at 4% or $97,348 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-16$2,303,481$38,987$2,437iApproximate average salary by contribution assumption: employee only about $60,917 at 4% or $40,611 at 6%; with 50% employer match about $40,611 at 4% or $27,074 at 6%; with 100% employer match about $30,459 at 4% or $20,306 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-33$1,412,457$346,512$10,500iApproximate average salary by contribution assumption: employee only about $262,509 at 4% or $175,006 at 6%; with 50% employer match about $175,006 at 4% or $116,671 at 6%; with 100% employer match about $131,255 at 4% or $87,503 at 6%.
2022229$2,985,843$981,665$33,851iApproximate average salary by contribution assumption: employee only about $846,263 at 4% or $564,175 at 6%; with 50% employer match about $564,175 at 4% or $376,117 at 6%; with 100% employer match about $423,131 at 4% or $282,088 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-14$2,067,428$752,777$53,770iApproximate average salary by contribution assumption: employee only about $1,344,245 at 4% or $896,163 at 6%; with 50% employer match about $896,163 at 4% or $597,442 at 6%; with 100% employer match about $672,122 at 4% or $448,082 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-29$918,415$228,888$7,893iApproximate average salary by contribution assumption: employee only about $197,317 at 4% or $131,545 at 6%; with 50% employer match about $131,545 at 4% or $87,697 at 6%; with 100% employer match about $98,659 at 4% or $65,772 at 6%.
2021227$2,432,968$793,553$29,391iApproximate average salary by contribution assumption: employee only about $734,771 at 4% or $489,848 at 6%; with 50% employer match about $489,848 at 4% or $326,565 at 6%; with 100% employer match about $367,386 at 4% or $244,924 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-16$1,542,326$622,602$38,913iApproximate average salary by contribution assumption: employee only about $972,816 at 4% or $648,544 at 6%; with 50% employer match about $648,544 at 4% or $432,363 at 6%; with 100% employer match about $486,408 at 4% or $324,272 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-27$890,642$170,951$6,332iApproximate average salary by contribution assumption: employee only about $158,288 at 4% or $105,525 at 6%; with 50% employer match about $105,525 at 4% or $70,350 at 6%; with 100% employer match about $79,144 at 4% or $52,763 at 6%.
2020230$1,569,247$700,759$23,359iApproximate average salary by contribution assumption: employee only about $583,966 at 4% or $389,311 at 6%; with 50% employer match about $389,311 at 4% or $259,540 at 6%; with 100% employer match about $291,983 at 4% or $194,655 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-18$855,792$494,953$27,497iApproximate average salary by contribution assumption: employee only about $687,435 at 4% or $458,290 at 6%; with 50% employer match about $458,290 at 4% or $305,527 at 6%; with 100% employer match about $343,717 at 4% or $229,145 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-30$713,455$205,806$6,860iApproximate average salary by contribution assumption: employee only about $171,505 at 4% or $114,337 at 6%; with 50% employer match about $114,337 at 4% or $76,224 at 6%; with 100% employer match about $85,753 at 4% or $57,168 at 6%.
2019229$779,068$449,667$15,506iApproximate average salary by contribution assumption: employee only about $387,644 at 4% or $258,429 at 6%; with 50% employer match about $258,429 at 4% or $172,286 at 6%; with 100% employer match about $193,822 at 4% or $129,215 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-29$471,925$142,524$4,915iApproximate average salary by contribution assumption: employee only about $122,866 at 4% or $81,910 at 6%; with 50% employer match about $81,910 at 4% or $54,607 at 6%; with 100% employer match about $61,433 at 4% or $40,955 at 6%.
BARNETT & COMPANY, INC. CASH BALANCE PLAN-21$307,143$307,143$14,626iApproximate average salary by contribution assumption: employee only about $365,646 at 4% or $243,764 at 6%; with 50% employer match about $243,764 at 4% or $162,510 at 6%; with 100% employer match about $182,823 at 4% or $121,882 at 6%.
2018126$295,598$115,020$4,424iApproximate average salary by contribution assumption: employee only about $110,596 at 4% or $73,731 at 6%; with 50% employer match about $73,731 at 4% or $49,154 at 6%; with 100% employer match about $55,298 at 4% or $36,865 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-26$295,598$115,020$4,424iApproximate average salary by contribution assumption: employee only about $110,596 at 4% or $73,731 at 6%; with 50% employer match about $73,731 at 4% or $49,154 at 6%; with 100% employer match about $55,298 at 4% or $36,865 at 6%.
2017112$202,028$72,477$6,040iApproximate average salary by contribution assumption: employee only about $150,994 at 4% or $100,663 at 6%; with 50% employer match about $100,663 at 4% or $67,108 at 6%; with 100% employer match about $75,497 at 4% or $50,331 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-12$202,028$72,477$6,040iApproximate average salary by contribution assumption: employee only about $150,994 at 4% or $100,663 at 6%; with 50% employer match about $100,663 at 4% or $67,108 at 6%; with 100% employer match about $75,497 at 4% or $50,331 at 6%.
2016113$144,174$121,764$9,366iApproximate average salary by contribution assumption: employee only about $234,162 at 4% or $156,108 at 6%; with 50% employer match about $156,108 at 4% or $104,072 at 6%; with 100% employer match about $117,081 at 4% or $78,054 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-13$144,174$121,764$9,366iApproximate average salary by contribution assumption: employee only about $234,162 at 4% or $156,108 at 6%; with 50% employer match about $156,108 at 4% or $104,072 at 6%; with 100% employer match about $117,081 at 4% or $78,054 at 6%.
201517$38,309$20,660$2,951iApproximate average salary by contribution assumption: employee only about $73,786 at 4% or $49,190 at 6%; with 50% employer match about $49,190 at 4% or $32,794 at 6%; with 100% employer match about $36,893 at 4% or $24,595 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-7$38,309$20,660$2,951iApproximate average salary by contribution assumption: employee only about $73,786 at 4% or $49,190 at 6%; with 50% employer match about $49,190 at 4% or $32,794 at 6%; with 100% employer match about $36,893 at 4% or $24,595 at 6%.
201417$22,481$21,644$3,092iApproximate average salary by contribution assumption: employee only about $77,300 at 4% or $51,533 at 6%; with 50% employer match about $51,533 at 4% or $34,356 at 6%; with 100% employer match about $38,650 at 4% or $25,767 at 6%.
Barnett & Company Inc 401(K) Profit Sharing Plan-7$22,481$21,644$3,092iApproximate average salary by contribution assumption: employee only about $77,300 at 4% or $51,533 at 6%; with 50% employer match about $51,533 at 4% or $34,356 at 6%; with 100% employer match about $38,650 at 4% or $25,767 at 6%.