Civic Intelligence

BRETT C. BARNER, PA

Plan context: BARNER & BARNER, PA 401(K) PLAN

EIN 61-1755546 • Palm Beach Gardens, FL • 8 filings • 1 plans

3825 Pga BoulevardSuite 301Palm Beach Gardens, FL 33410
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$611,881

2025 Contributions

$90,369

Historical Graphs

Total Assets Over Time

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

$611,881$305,941$0201820222025YearValue
$611,881Latest year 2025

Participants Over Time

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

1260201820222025YearValue
12Latest year 2025

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
2025112$611,881$90,369$7,531iApproximate average salary by contribution assumption: employee only about $188,269 at 4% or $125,513 at 6%; with 50% employer match about $125,513 at 4% or $83,675 at 6%; with 100% employer match about $94,134 at 4% or $62,756 at 6%.
BARNER & BARNER, PA 401(K) PLAN-12$611,881$90,369$7,531iApproximate average salary by contribution assumption: employee only about $188,269 at 4% or $125,513 at 6%; with 50% employer match about $125,513 at 4% or $83,675 at 6%; with 100% employer match about $94,134 at 4% or $62,756 at 6%.
202418$435,246$64,237$8,030iApproximate average salary by contribution assumption: employee only about $200,741 at 4% or $133,827 at 6%; with 50% employer match about $133,827 at 4% or $89,218 at 6%; with 100% employer match about $100,370 at 4% or $66,914 at 6%.
BARNER & BARNER, PA 401(K) PLAN-8$435,246$64,237$8,030iApproximate average salary by contribution assumption: employee only about $200,741 at 4% or $133,827 at 6%; with 50% employer match about $133,827 at 4% or $89,218 at 6%; with 100% employer match about $100,370 at 4% or $66,914 at 6%.
2023110$335,545$203,035$20,304iApproximate average salary by contribution assumption: employee only about $507,588 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,594 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
BARNER & BARNER, PA 401(K) PLAN-10$335,545$203,035$20,304iApproximate average salary by contribution assumption: employee only about $507,588 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,594 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
202217$437,145$22,594$3,228iApproximate average salary by contribution assumption: employee only about $80,693 at 4% or $53,795 at 6%; with 50% employer match about $53,795 at 4% or $35,863 at 6%; with 100% employer match about $40,346 at 4% or $26,898 at 6%.
BARNER & BARNER, PA 401(K) PLAN-7$437,145$22,594$3,228iApproximate average salary by contribution assumption: employee only about $80,693 at 4% or $53,795 at 6%; with 50% employer match about $53,795 at 4% or $35,863 at 6%; with 100% employer match about $40,346 at 4% or $26,898 at 6%.
202116$504,434$382,687$63,781iApproximate average salary by contribution assumption: employee only about $1,594,529 at 4% or $1,063,019 at 6%; with 50% employer match about $1,063,019 at 4% or $708,680 at 6%; with 100% employer match about $797,265 at 4% or $531,510 at 6%.
BARNER & BARNER, PA 401(K) PLAN-6$504,434$382,687$63,781iApproximate average salary by contribution assumption: employee only about $1,594,529 at 4% or $1,063,019 at 6%; with 50% employer match about $1,063,019 at 4% or $708,680 at 6%; with 100% employer match about $797,265 at 4% or $531,510 at 6%.
202015$86,242$19,585$3,917iApproximate average salary by contribution assumption: employee only about $97,925 at 4% or $65,283 at 6%; with 50% employer match about $65,283 at 4% or $43,522 at 6%; with 100% employer match about $48,963 at 4% or $32,642 at 6%.
BARNER & BARNER, PA 401(K) PLAN-5$86,242$19,585$3,917iApproximate average salary by contribution assumption: employee only about $97,925 at 4% or $65,283 at 6%; with 50% employer match about $65,283 at 4% or $43,522 at 6%; with 100% employer match about $48,963 at 4% or $32,642 at 6%.
201916$86,348$60,507$10,085iApproximate average salary by contribution assumption: employee only about $252,113 at 4% or $168,075 at 6%; with 50% employer match about $168,075 at 4% or $112,050 at 6%; with 100% employer match about $126,056 at 4% or $84,038 at 6%.
BARNER & BARNER, PA 401(K) PLAN-6$86,348$60,507$10,085iApproximate average salary by contribution assumption: employee only about $252,113 at 4% or $168,075 at 6%; with 50% employer match about $168,075 at 4% or $112,050 at 6%; with 100% employer match about $126,056 at 4% or $84,038 at 6%.
201814$24,355$26,358$6,590iApproximate average salary by contribution assumption: employee only about $164,738 at 4% or $109,825 at 6%; with 50% employer match about $109,825 at 4% or $73,217 at 6%; with 100% employer match about $82,369 at 4% or $54,913 at 6%.
BARNER & BARNER, PA 401(K) PLAN-4$24,355$26,358$6,590iApproximate average salary by contribution assumption: employee only about $164,738 at 4% or $109,825 at 6%; with 50% employer match about $109,825 at 4% or $73,217 at 6%; with 100% employer match about $82,369 at 4% or $54,913 at 6%.