COLLINS BROWN CALDWELL BARKETT & GARAVAGLIA, CHTD.
Plan context: COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN
EIN 59-1795861 • Vero Beach, FL • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$4,269,843
2025 Contributions
$271,615
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 27 | $4,269,843 | $271,615 | $10,060iApproximate average salary by contribution assumption: employee only about $251,495 at 4% or $167,664 at 6%; with 50% employer match about $167,664 at 4% or $111,776 at 6%; with 100% employer match about $125,748 at 4% or $83,832 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 27 | $4,269,843 | $271,615 | $10,060iApproximate average salary by contribution assumption: employee only about $251,495 at 4% or $167,664 at 6%; with 50% employer match about $167,664 at 4% or $111,776 at 6%; with 100% employer match about $125,748 at 4% or $83,832 at 6%. |
| 2024 | 1 | 30 | $3,749,626 | $254,674 | $8,489iApproximate average salary by contribution assumption: employee only about $212,228 at 4% or $141,486 at 6%; with 50% employer match about $141,486 at 4% or $94,324 at 6%; with 100% employer match about $106,114 at 4% or $70,743 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 30 | $3,749,626 | $254,674 | $8,489iApproximate average salary by contribution assumption: employee only about $212,228 at 4% or $141,486 at 6%; with 50% employer match about $141,486 at 4% or $94,324 at 6%; with 100% employer match about $106,114 at 4% or $70,743 at 6%. |
| 2023 | 1 | 34 | $4,047,051 | $246,039 | $7,236iApproximate average salary by contribution assumption: employee only about $180,911 at 4% or $120,607 at 6%; with 50% employer match about $120,607 at 4% or $80,405 at 6%; with 100% employer match about $90,456 at 4% or $60,304 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 34 | $4,047,051 | $246,039 | $7,236iApproximate average salary by contribution assumption: employee only about $180,911 at 4% or $120,607 at 6%; with 50% employer match about $120,607 at 4% or $80,405 at 6%; with 100% employer match about $90,456 at 4% or $60,304 at 6%. |
| 2022 | 1 | 31 | $4,851,633 | $248,427 | $8,014iApproximate average salary by contribution assumption: employee only about $200,344 at 4% or $133,563 at 6%; with 50% employer match about $133,563 at 4% or $89,042 at 6%; with 100% employer match about $100,172 at 4% or $66,781 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 31 | $4,851,633 | $248,427 | $8,014iApproximate average salary by contribution assumption: employee only about $200,344 at 4% or $133,563 at 6%; with 50% employer match about $133,563 at 4% or $89,042 at 6%; with 100% employer match about $100,172 at 4% or $66,781 at 6%. |
| 2021 | 1 | 29 | $6,363,111 | $217,775 | $7,509iApproximate average salary by contribution assumption: employee only about $187,737 at 4% or $125,158 at 6%; with 50% employer match about $125,158 at 4% or $83,439 at 6%; with 100% employer match about $93,869 at 4% or $62,579 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 29 | $6,363,111 | $217,775 | $7,509iApproximate average salary by contribution assumption: employee only about $187,737 at 4% or $125,158 at 6%; with 50% employer match about $125,158 at 4% or $83,439 at 6%; with 100% employer match about $93,869 at 4% or $62,579 at 6%. |
| 2020 | 1 | 29 | $5,618,276 | $321,491 | $11,086iApproximate average salary by contribution assumption: employee only about $277,147 at 4% or $184,765 at 6%; with 50% employer match about $184,765 at 4% or $123,177 at 6%; with 100% employer match about $138,574 at 4% or $92,382 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 29 | $5,618,276 | $321,491 | $11,086iApproximate average salary by contribution assumption: employee only about $277,147 at 4% or $184,765 at 6%; with 50% employer match about $184,765 at 4% or $123,177 at 6%; with 100% employer match about $138,574 at 4% or $92,382 at 6%. |
| 2019 | 1 | 32 | $4,821,469 | $209,396 | $6,544iApproximate average salary by contribution assumption: employee only about $163,591 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%. |
| COLLINS BROWN BARKETT, CHARTERED 401(K) SAVINGS PLAN | - | 32 | $4,821,469 | $209,396 | $6,544iApproximate average salary by contribution assumption: employee only about $163,591 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%. |
| 2006 | 1 | 0 | $0 | $4,860 | - |
| COLLINS BROWN CALDWELL BARKETT & GARAVAGLIA, CHTD. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 0 | - | $4,860 | - |
| 2005 | 1 | 22 | $3,407 | $143,041 | $6,502iApproximate average salary by contribution assumption: employee only about $162,547 at 4% or $108,364 at 6%; with 50% employer match about $108,364 at 4% or $72,243 at 6%; with 100% employer match about $81,273 at 4% or $54,182 at 6%. |
| COLLINS BROWN CALDWELL BARKETT & GARAVAGLIA, CHTD. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 22 | $3,407 | $143,041 | $6,502iApproximate average salary by contribution assumption: employee only about $162,547 at 4% or $108,364 at 6%; with 50% employer match about $108,364 at 4% or $72,243 at 6%; with 100% employer match about $81,273 at 4% or $54,182 at 6%. |