S. Barrett & Sons Inc.
Plan context: S. Barrett & Sons Inc. 401K Psp
EIN 59-2175197 • Ocala, FL • 16 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
12
2015 Assets
$2,314,338
2015 Contributions
$103,676
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 12 | $2,314,338 | $103,676 | $8,640iApproximate average salary by contribution assumption: employee only about $215,992 at 4% or $143,994 at 6%; with 50% employer match about $143,994 at 4% or $95,996 at 6%; with 100% employer match about $107,996 at 4% or $71,997 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 12 | $2,314,338 | $103,676 | $8,640iApproximate average salary by contribution assumption: employee only about $215,992 at 4% or $143,994 at 6%; with 50% employer match about $143,994 at 4% or $95,996 at 6%; with 100% employer match about $107,996 at 4% or $71,997 at 6%. |
| 2014 | 1 | 11 | $2,263,962 | $185,153 | $16,832iApproximate average salary by contribution assumption: employee only about $420,802 at 4% or $280,535 at 6%; with 50% employer match about $280,535 at 4% or $187,023 at 6%; with 100% employer match about $210,401 at 4% or $140,267 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 11 | $2,263,962 | $185,153 | $16,832iApproximate average salary by contribution assumption: employee only about $420,802 at 4% or $280,535 at 6%; with 50% employer match about $280,535 at 4% or $187,023 at 6%; with 100% employer match about $210,401 at 4% or $140,267 at 6%. |
| 2013 | 1 | 11 | $1,936,069 | $69,354 | $6,305iApproximate average salary by contribution assumption: employee only about $157,623 at 4% or $105,082 at 6%; with 50% employer match about $105,082 at 4% or $70,055 at 6%; with 100% employer match about $78,811 at 4% or $52,541 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 11 | $1,936,069 | $69,354 | $6,305iApproximate average salary by contribution assumption: employee only about $157,623 at 4% or $105,082 at 6%; with 50% employer match about $105,082 at 4% or $70,055 at 6%; with 100% employer match about $78,811 at 4% or $52,541 at 6%. |
| 2012 | 1 | 8 | $1,633,819 | $114,330 | $14,291iApproximate average salary by contribution assumption: employee only about $357,281 at 4% or $238,188 at 6%; with 50% employer match about $238,188 at 4% or $158,792 at 6%; with 100% employer match about $178,641 at 4% or $119,094 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 8 | $1,633,819 | $114,330 | $14,291iApproximate average salary by contribution assumption: employee only about $357,281 at 4% or $238,188 at 6%; with 50% employer match about $238,188 at 4% or $158,792 at 6%; with 100% employer match about $178,641 at 4% or $119,094 at 6%. |
| 2011 | 1 | 11 | $1,444,800 | $95,146 | $8,650iApproximate average salary by contribution assumption: employee only about $216,241 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,107 at 6%; with 100% employer match about $108,120 at 4% or $72,080 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 11 | $1,444,800 | $95,146 | $8,650iApproximate average salary by contribution assumption: employee only about $216,241 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,107 at 6%; with 100% employer match about $108,120 at 4% or $72,080 at 6%. |
| 2010 | 1 | 11 | $1,379,203 | $114,038 | $10,367iApproximate average salary by contribution assumption: employee only about $259,177 at 4% or $172,785 at 6%; with 50% employer match about $172,785 at 4% or $115,190 at 6%; with 100% employer match about $129,589 at 4% or $86,392 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 11 | $1,379,203 | $114,038 | $10,367iApproximate average salary by contribution assumption: employee only about $259,177 at 4% or $172,785 at 6%; with 50% employer match about $172,785 at 4% or $115,190 at 6%; with 100% employer match about $129,589 at 4% or $86,392 at 6%. |
| 2009 | 1 | 11 | $1,161,379 | $108,513 | $9,865iApproximate average salary by contribution assumption: employee only about $246,620 at 4% or $164,414 at 6%; with 50% employer match about $164,414 at 4% or $109,609 at 6%; with 100% employer match about $123,310 at 4% or $82,207 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 11 | $1,161,379 | $108,513 | $9,865iApproximate average salary by contribution assumption: employee only about $246,620 at 4% or $164,414 at 6%; with 50% employer match about $164,414 at 4% or $109,609 at 6%; with 100% employer match about $123,310 at 4% or $82,207 at 6%. |
| 2008 | 1 | 8 | $969,816 | $99,848 | $12,481iApproximate average salary by contribution assumption: employee only about $312,025 at 4% or $208,017 at 6%; with 50% employer match about $208,017 at 4% or $138,678 at 6%; with 100% employer match about $156,013 at 4% or $104,008 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 8 | $969,816 | $99,848 | $12,481iApproximate average salary by contribution assumption: employee only about $312,025 at 4% or $208,017 at 6%; with 50% employer match about $208,017 at 4% or $138,678 at 6%; with 100% employer match about $156,013 at 4% or $104,008 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| S. Barrett & Sons Inc. 401K Psp | - | 7 | - | - | - |
| 2006 | 1 | 5 | $684,110 | $106,287 | $21,257iApproximate average salary by contribution assumption: employee only about $531,435 at 4% or $354,290 at 6%; with 50% employer match about $354,290 at 4% or $236,193 at 6%; with 100% employer match about $265,718 at 4% or $177,145 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $684,110 | $106,287 | $21,257iApproximate average salary by contribution assumption: employee only about $531,435 at 4% or $354,290 at 6%; with 50% employer match about $354,290 at 4% or $236,193 at 6%; with 100% employer match about $265,718 at 4% or $177,145 at 6%. |
| 2005 | 1 | 5 | $634,474 | $104,150 | $20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $634,474 | $104,150 | $20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%. |
| 2004 | 1 | 5 | $506,911 | $100,945 | $20,189iApproximate average salary by contribution assumption: employee only about $504,725 at 4% or $336,483 at 6%; with 50% employer match about $336,483 at 4% or $224,322 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $506,911 | $100,945 | $20,189iApproximate average salary by contribution assumption: employee only about $504,725 at 4% or $336,483 at 6%; with 50% employer match about $336,483 at 4% or $224,322 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%. |
| 2003 | 1 | 5 | $323,307 | $22,917 | $4,583iApproximate average salary by contribution assumption: employee only about $114,585 at 4% or $76,390 at 6%; with 50% employer match about $76,390 at 4% or $50,927 at 6%; with 100% employer match about $57,292 at 4% or $38,195 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $323,307 | $22,917 | $4,583iApproximate average salary by contribution assumption: employee only about $114,585 at 4% or $76,390 at 6%; with 50% employer match about $76,390 at 4% or $50,927 at 6%; with 100% employer match about $57,292 at 4% or $38,195 at 6%. |
| 2002 | 1 | 5 | $272,552 | $39,732 | $7,946iApproximate average salary by contribution assumption: employee only about $198,660 at 4% or $132,440 at 6%; with 50% employer match about $132,440 at 4% or $88,293 at 6%; with 100% employer match about $99,330 at 4% or $66,220 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $272,552 | $39,732 | $7,946iApproximate average salary by contribution assumption: employee only about $198,660 at 4% or $132,440 at 6%; with 50% employer match about $132,440 at 4% or $88,293 at 6%; with 100% employer match about $99,330 at 4% or $66,220 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | - | - | - |
| 2000 | 1 | 5 | $251,849 | $37,267 | $7,453iApproximate average salary by contribution assumption: employee only about $186,335 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%. |
| S. Barrett & Sons Inc. 401K Psp | - | 5 | $251,849 | $37,267 | $7,453iApproximate average salary by contribution assumption: employee only about $186,335 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%. |