Civic Intelligence

Kerkering, Barberio & Co., P.A.

Plan context: Kerkering, Barberio & Co., P.A. 401K Plan

EIN 59-1753337 • Sarasota, FL • 40 filings • 5 plans

1990 Main Street, Suite 801Sarasota, FL 34236
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$28,319,520

2024 Contributions

$1,473,572

Historical Graphs

Total Assets Over Time

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

$28,319,520$14,159,760$0199920132024YearValue
$28,319,520Latest year 2024

Participants Over Time

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

155780199920122024YearValue
138Latest 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
20241138$28,319,520$1,473,572$10,678iApproximate average salary by contribution assumption: employee only about $266,951 at 4% or $177,968 at 6%; with 50% employer match about $177,968 at 4% or $118,645 at 6%; with 100% employer match about $133,476 at 4% or $88,984 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-138$28,319,520$1,473,572$10,678iApproximate average salary by contribution assumption: employee only about $266,951 at 4% or $177,968 at 6%; with 50% employer match about $177,968 at 4% or $118,645 at 6%; with 100% employer match about $133,476 at 4% or $88,984 at 6%.
20232155$24,567,679$1,416,172$9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,207 at 4% or $76,138 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-149$24,567,679$1,416,172$9,505iApproximate average salary by contribution assumption: employee only about $237,613 at 4% or $158,409 at 6%; with 50% employer match about $158,409 at 4% or $105,606 at 6%; with 100% employer match about $118,806 at 4% or $79,204 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-155---
20222145$19,980,977$1,273,620$8,784iApproximate average salary by contribution assumption: employee only about $219,590 at 4% or $146,393 at 6%; with 50% employer match about $146,393 at 4% or $97,595 at 6%; with 100% employer match about $109,795 at 4% or $73,197 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-126$19,980,977$1,273,620$10,108iApproximate average salary by contribution assumption: employee only about $252,702 at 4% or $168,468 at 6%; with 50% employer match about $168,468 at 4% or $112,312 at 6%; with 100% employer match about $126,351 at 4% or $84,234 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-145---
20212146$24,943,110$1,213,583$8,312iApproximate average salary by contribution assumption: employee only about $207,805 at 4% or $138,537 at 6%; with 50% employer match about $138,537 at 4% or $92,358 at 6%; with 100% employer match about $103,903 at 4% or $69,268 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-110$24,943,110$1,213,583$11,033iApproximate average salary by contribution assumption: employee only about $275,814 at 4% or $183,876 at 6%; with 50% employer match about $183,876 at 4% or $122,584 at 6%; with 100% employer match about $137,907 at 4% or $91,938 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-146---
20202153$21,295,684$1,230,480$8,042iApproximate average salary by contribution assumption: employee only about $201,059 at 4% or $134,039 at 6%; with 50% employer match about $134,039 at 4% or $89,359 at 6%; with 100% employer match about $100,529 at 4% or $67,020 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-121$21,295,684$1,230,480$10,169iApproximate average salary by contribution assumption: employee only about $254,231 at 4% or $169,488 at 6%; with 50% employer match about $169,488 at 4% or $112,992 at 6%; with 100% employer match about $127,116 at 4% or $84,744 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-153---
20192144$17,888,329$1,042,101$7,237iApproximate average salary by contribution assumption: employee only about $180,920 at 4% or $120,614 at 6%; with 50% employer match about $120,614 at 4% or $80,409 at 6%; with 100% employer match about $90,460 at 4% or $60,307 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-112$17,888,329$1,042,101$9,304iApproximate average salary by contribution assumption: employee only about $232,612 at 4% or $155,075 at 6%; with 50% employer match about $155,075 at 4% or $103,383 at 6%; with 100% employer match about $116,306 at 4% or $77,537 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-144---
20182133$13,792,195$940,849$7,074iApproximate average salary by contribution assumption: employee only about $176,851 at 4% or $117,901 at 6%; with 50% employer match about $117,901 at 4% or $78,601 at 6%; with 100% employer match about $88,426 at 4% or $58,950 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-104$13,792,195$940,849$9,047iApproximate average salary by contribution assumption: employee only about $226,166 at 4% or $150,777 at 6%; with 50% employer match about $150,777 at 4% or $100,518 at 6%; with 100% employer match about $113,083 at 4% or $75,389 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-133---
20172129$15,203,585$943,216$7,312iApproximate average salary by contribution assumption: employee only about $182,794 at 4% or $121,863 at 6%; with 50% employer match about $121,863 at 4% or $81,242 at 6%; with 100% employer match about $91,397 at 4% or $60,931 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-103$15,203,585$943,216$9,157iApproximate average salary by contribution assumption: employee only about $228,936 at 4% or $152,624 at 6%; with 50% employer match about $152,624 at 4% or $101,749 at 6%; with 100% employer match about $114,468 at 4% or $76,312 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-129---
20162130$13,073,519$951,031$7,316iApproximate average salary by contribution assumption: employee only about $182,891 at 4% or $121,927 at 6%; with 50% employer match about $121,927 at 4% or $81,285 at 6%; with 100% employer match about $91,445 at 4% or $60,964 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-100$13,073,519$951,031$9,510iApproximate average salary by contribution assumption: employee only about $237,758 at 4% or $158,505 at 6%; with 50% employer match about $158,505 at 4% or $105,670 at 6%; with 100% employer match about $118,879 at 4% or $79,253 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-130---
20152119$12,044,713$950,405$7,987iApproximate average salary by contribution assumption: employee only about $199,665 at 4% or $133,110 at 6%; with 50% employer match about $133,110 at 4% or $88,740 at 6%; with 100% employer match about $99,832 at 4% or $66,555 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-105$12,044,713$950,405$9,051iApproximate average salary by contribution assumption: employee only about $226,287 at 4% or $150,858 at 6%; with 50% employer match about $150,858 at 4% or $100,572 at 6%; with 100% employer match about $113,143 at 4% or $75,429 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-119---
20142115$11,838,124$773,626$6,727iApproximate average salary by contribution assumption: employee only about $168,180 at 4% or $112,120 at 6%; with 50% employer match about $112,120 at 4% or $74,746 at 6%; with 100% employer match about $84,090 at 4% or $56,060 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-103$11,838,124$773,626$7,511iApproximate average salary by contribution assumption: employee only about $187,773 at 4% or $125,182 at 6%; with 50% employer match about $125,182 at 4% or $83,455 at 6%; with 100% employer match about $93,887 at 4% or $62,591 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-115---
20132112$11,438,344$806,895$7,204iApproximate average salary by contribution assumption: employee only about $180,110 at 4% or $120,074 at 6%; with 50% employer match about $120,074 at 4% or $80,049 at 6%; with 100% employer match about $90,055 at 4% or $60,037 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-101$11,438,344$806,895$7,989iApproximate average salary by contribution assumption: employee only about $199,726 at 4% or $133,151 at 6%; with 50% employer match about $133,151 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,575 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-112---
2012194$9,494,095$888,791$9,455iApproximate average salary by contribution assumption: employee only about $236,381 at 4% or $157,587 at 6%; with 50% employer match about $157,587 at 4% or $105,058 at 6%; with 100% employer match about $118,190 at 4% or $78,794 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-94$9,494,095$888,791$9,455iApproximate average salary by contribution assumption: employee only about $236,381 at 4% or $157,587 at 6%; with 50% employer match about $157,587 at 4% or $105,058 at 6%; with 100% employer match about $118,190 at 4% or $78,794 at 6%.
2011189$7,875,849$700,669$7,873iApproximate average salary by contribution assumption: employee only about $196,817 at 4% or $131,211 at 6%; with 50% employer match about $131,211 at 4% or $87,474 at 6%; with 100% employer match about $98,409 at 4% or $65,606 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-89$7,875,849$700,669$7,873iApproximate average salary by contribution assumption: employee only about $196,817 at 4% or $131,211 at 6%; with 50% employer match about $131,211 at 4% or $87,474 at 6%; with 100% employer match about $98,409 at 4% or $65,606 at 6%.
2010185$7,593,495$850,613$10,007iApproximate average salary by contribution assumption: employee only about $250,180 at 4% or $166,787 at 6%; with 50% employer match about $166,787 at 4% or $111,191 at 6%; with 100% employer match about $125,090 at 4% or $83,393 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-85$7,593,495$850,613$10,007iApproximate average salary by contribution assumption: employee only about $250,180 at 4% or $166,787 at 6%; with 50% employer match about $166,787 at 4% or $111,191 at 6%; with 100% employer match about $125,090 at 4% or $83,393 at 6%.
20091101$7,066,993$758,160$7,507iApproximate average salary by contribution assumption: employee only about $187,663 at 4% or $125,109 at 6%; with 50% employer match about $125,109 at 4% or $83,406 at 6%; with 100% employer match about $93,832 at 4% or $62,554 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-101$7,066,993$758,160$7,507iApproximate average salary by contribution assumption: employee only about $187,663 at 4% or $125,109 at 6%; with 50% employer match about $125,109 at 4% or $83,406 at 6%; with 100% employer match about $93,832 at 4% or $62,554 at 6%.
20082108$4,855,732$837,896$7,758iApproximate average salary by contribution assumption: employee only about $193,957 at 4% or $129,305 at 6%; with 50% employer match about $129,305 at 4% or $86,203 at 6%; with 100% employer match about $96,979 at 4% or $64,652 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-108$4,855,732$837,896$7,758iApproximate average salary by contribution assumption: employee only about $193,957 at 4% or $129,305 at 6%; with 50% employer match about $129,305 at 4% or $86,203 at 6%; with 100% employer match about $96,979 at 4% or $64,652 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-96---
20072103$6,888,017$925,531$8,986iApproximate average salary by contribution assumption: employee only about $224,643 at 4% or $149,762 at 6%; with 50% employer match about $149,762 at 4% or $99,842 at 6%; with 100% employer match about $112,322 at 4% or $74,881 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-102$6,888,017$925,531$9,074iApproximate average salary by contribution assumption: employee only about $226,846 at 4% or $151,231 at 6%; with 50% employer match about $151,231 at 4% or $100,820 at 6%; with 100% employer match about $113,423 at 4% or $75,615 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-103---
20062111$6,175,983$804,144$7,245iApproximate average salary by contribution assumption: employee only about $181,114 at 4% or $120,742 at 6%; with 50% employer match about $120,742 at 4% or $80,495 at 6%; with 100% employer match about $90,557 at 4% or $60,371 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-111$6,175,983$804,144$7,245iApproximate average salary by contribution assumption: employee only about $181,114 at 4% or $120,742 at 6%; with 50% employer match about $120,742 at 4% or $80,495 at 6%; with 100% employer match about $90,557 at 4% or $60,371 at 6%.
Kerkering, Barberio & Co. Section 125 Flexible Benefit Plan-103---
20051102$5,080,884$834,777$8,184iApproximate average salary by contribution assumption: employee only about $204,602 at 4% or $136,401 at 6%; with 50% employer match about $136,401 at 4% or $90,934 at 6%; with 100% employer match about $102,301 at 4% or $68,201 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-102$5,080,884$834,777$8,184iApproximate average salary by contribution assumption: employee only about $204,602 at 4% or $136,401 at 6%; with 50% employer match about $136,401 at 4% or $90,934 at 6%; with 100% employer match about $102,301 at 4% or $68,201 at 6%.
2004185$4,240,488$730,563$8,595iApproximate average salary by contribution assumption: employee only about $214,871 at 4% or $143,248 at 6%; with 50% employer match about $143,248 at 4% or $95,498 at 6%; with 100% employer match about $107,436 at 4% or $71,624 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-85$4,240,488$730,563$8,595iApproximate average salary by contribution assumption: employee only about $214,871 at 4% or $143,248 at 6%; with 50% employer match about $143,248 at 4% or $95,498 at 6%; with 100% employer match about $107,436 at 4% or $71,624 at 6%.
2003189$3,366,673$610,313$6,857iApproximate average salary by contribution assumption: employee only about $171,436 at 4% or $114,291 at 6%; with 50% employer match about $114,291 at 4% or $76,194 at 6%; with 100% employer match about $85,718 at 4% or $57,145 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-89$3,366,673$610,313$6,857iApproximate average salary by contribution assumption: employee only about $171,436 at 4% or $114,291 at 6%; with 50% employer match about $114,291 at 4% or $76,194 at 6%; with 100% employer match about $85,718 at 4% or $57,145 at 6%.
2002187$2,517,565$672,674$7,732iApproximate average salary by contribution assumption: employee only about $193,297 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,432 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-87$2,517,565$672,674$7,732iApproximate average salary by contribution assumption: employee only about $193,297 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,432 at 6%.
2001173$0$0-
Kerkering, Barberio & Co., P.A. 401K Plan-73---
2000156$0$0-
Kerkering, Barberio & Co., P.A. 401K Plan-56---
1999157$1,783,977$300,727$5,276iApproximate average salary by contribution assumption: employee only about $131,898 at 4% or $87,932 at 6%; with 50% employer match about $87,932 at 4% or $58,621 at 6%; with 100% employer match about $65,949 at 4% or $43,966 at 6%.
Kerkering, Barberio & Co., P.A. 401K Plan-57$1,783,977$300,727$5,276iApproximate average salary by contribution assumption: employee only about $131,898 at 4% or $87,932 at 6%; with 50% employer match about $87,932 at 4% or $58,621 at 6%; with 100% employer match about $65,949 at 4% or $43,966 at 6%.