Civic Intelligence

The Barry Financial Group Inc. 401

Plan context: The Barry Financial Group Inc. 401K Ps Plan

EIN 59-2012408 • Boca Raton, FL • 12 filings • 3 plans

102 NE 2nd Street Ste 168Boca Raton, FL 33432
Current Snapshot

Latest Year

2011

2011 Participants

10

2011 Assets

$195,588

2011 Contributions

$65,934

Historical Graphs

Total Assets Over Time

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

$637,755$318,878$0199920052009YearValue
$195,588Latest year 2009

Participants Over Time

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

34170199920042009YearValue
10Latest year 2009

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
201110$0$0-
The Barry Financial Group Inc. 401K Ps Plan-0$0$0-
2009110$195,588$65,934$6,593iApproximate average salary by contribution assumption: employee only about $164,835 at 4% or $109,890 at 6%; with 50% employer match about $109,890 at 4% or $73,260 at 6%; with 100% employer match about $82,418 at 4% or $54,945 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-10$195,588$65,934$6,593iApproximate average salary by contribution assumption: employee only about $164,835 at 4% or $109,890 at 6%; with 50% employer match about $109,890 at 4% or $73,260 at 6%; with 100% employer match about $82,418 at 4% or $54,945 at 6%.
2008116$488,707$86,700$5,419iApproximate average salary by contribution assumption: employee only about $135,469 at 4% or $90,313 at 6%; with 50% employer match about $90,313 at 4% or $60,208 at 6%; with 100% employer match about $67,734 at 4% or $45,156 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-16$488,707$86,700$5,419iApproximate average salary by contribution assumption: employee only about $135,469 at 4% or $90,313 at 6%; with 50% employer match about $90,313 at 4% or $60,208 at 6%; with 100% employer match about $67,734 at 4% or $45,156 at 6%.
2007116$620,370$104,421$6,526iApproximate average salary by contribution assumption: employee only about $163,158 at 4% or $108,772 at 6%; with 50% employer match about $108,772 at 4% or $72,515 at 6%; with 100% employer match about $81,579 at 4% or $54,386 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-16$620,370$104,421$6,526iApproximate average salary by contribution assumption: employee only about $163,158 at 4% or $108,772 at 6%; with 50% employer match about $108,772 at 4% or $72,515 at 6%; with 100% employer match about $81,579 at 4% or $54,386 at 6%.
2006119$637,755$95,501$5,026iApproximate average salary by contribution assumption: employee only about $125,659 at 4% or $83,773 at 6%; with 50% employer match about $83,773 at 4% or $55,849 at 6%; with 100% employer match about $62,830 at 4% or $41,886 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-19$637,755$95,501$5,026iApproximate average salary by contribution assumption: employee only about $125,659 at 4% or $83,773 at 6%; with 50% employer match about $83,773 at 4% or $55,849 at 6%; with 100% employer match about $62,830 at 4% or $41,886 at 6%.
2005125$588,498$113,231$4,529iApproximate average salary by contribution assumption: employee only about $113,231 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,325 at 6%; with 100% employer match about $56,615 at 4% or $37,744 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-25$588,498$113,231$4,529iApproximate average salary by contribution assumption: employee only about $113,231 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,325 at 6%; with 100% employer match about $56,615 at 4% or $37,744 at 6%.
2004124$462,697$101,825$4,243iApproximate average salary by contribution assumption: employee only about $106,068 at 4% or $70,712 at 6%; with 50% employer match about $70,712 at 4% or $47,141 at 6%; with 100% employer match about $53,034 at 4% or $35,356 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-24$462,697$101,825$4,243iApproximate average salary by contribution assumption: employee only about $106,068 at 4% or $70,712 at 6%; with 50% employer match about $70,712 at 4% or $47,141 at 6%; with 100% employer match about $53,034 at 4% or $35,356 at 6%.
2003124$511,321$110,132$4,589iApproximate average salary by contribution assumption: employee only about $114,721 at 4% or $76,481 at 6%; with 50% employer match about $76,481 at 4% or $50,987 at 6%; with 100% employer match about $57,360 at 4% or $38,240 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-24$511,321$110,132$4,589iApproximate average salary by contribution assumption: employee only about $114,721 at 4% or $76,481 at 6%; with 50% employer match about $76,481 at 4% or $50,987 at 6%; with 100% employer match about $57,360 at 4% or $38,240 at 6%.
2002134$386,075$116,706$3,433iApproximate average salary by contribution assumption: employee only about $85,813 at 4% or $57,209 at 6%; with 50% employer match about $57,209 at 4% or $38,139 at 6%; with 100% employer match about $42,907 at 4% or $28,604 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-34$386,075$116,706$3,433iApproximate average salary by contribution assumption: employee only about $85,813 at 4% or $57,209 at 6%; with 50% employer match about $57,209 at 4% or $38,139 at 6%; with 100% employer match about $42,907 at 4% or $28,604 at 6%.
2001131$0$0-
The Barry Financial Group Inc. 401K Ps Plan-31---
2000131$379,354$111,716$3,604iApproximate average salary by contribution assumption: employee only about $90,094 at 4% or $60,062 at 6%; with 50% employer match about $60,062 at 4% or $40,042 at 6%; with 100% employer match about $45,047 at 4% or $30,031 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-31$379,354$111,716$3,604iApproximate average salary by contribution assumption: employee only about $90,094 at 4% or $60,062 at 6%; with 50% employer match about $60,062 at 4% or $40,042 at 6%; with 100% employer match about $45,047 at 4% or $30,031 at 6%.
1999127$368,567$103,565$3,836iApproximate average salary by contribution assumption: employee only about $95,894 at 4% or $63,929 at 6%; with 50% employer match about $63,929 at 4% or $42,619 at 6%; with 100% employer match about $47,947 at 4% or $31,965 at 6%.
The Barry Financial Group Inc. 401K Ps Plan-27$368,567$103,565$3,836iApproximate average salary by contribution assumption: employee only about $95,894 at 4% or $63,929 at 6%; with 50% employer match about $63,929 at 4% or $42,619 at 6%; with 100% employer match about $47,947 at 4% or $31,965 at 6%.