Civic Intelligence

W.M. Barr & Company, Inc.

Plan context: W.M. Barr & Company Inc. Employee Stock Ownership Plan

EIN 62-0435710 • 56 filings • 14 plans

Current Snapshot

Latest Year

2018

2018 Participants

246

2018 Assets

$187,464,210

2018 Contributions

$3,244,546

Historical Graphs

Total Assets Over Time

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

$187,464,210$93,732,105$0199920082018YearValue
$187,464,210Latest year 2018

Participants Over Time

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

4152080199920082018YearValue
246Latest year 2018

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
20181246$187,464,210$3,244,546$13,189iApproximate average salary by contribution assumption: employee only about $329,730 at 4% or $219,820 at 6%; with 50% employer match about $219,820 at 4% or $146,547 at 6%; with 100% employer match about $164,865 at 4% or $109,910 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-246$187,464,210$3,244,546$13,189iApproximate average salary by contribution assumption: employee only about $329,730 at 4% or $219,820 at 6%; with 50% employer match about $219,820 at 4% or $146,547 at 6%; with 100% employer match about $164,865 at 4% or $109,910 at 6%.
20171270$131,197,983$2,486,734$9,210iApproximate average salary by contribution assumption: employee only about $230,253 at 4% or $153,502 at 6%; with 50% employer match about $153,502 at 4% or $102,335 at 6%; with 100% employer match about $115,127 at 4% or $76,751 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-270$131,197,983$2,486,734$9,210iApproximate average salary by contribution assumption: employee only about $230,253 at 4% or $153,502 at 6%; with 50% employer match about $153,502 at 4% or $102,335 at 6%; with 100% employer match about $115,127 at 4% or $76,751 at 6%.
20163240$171,379,863$3,393,714$14,140iApproximate average salary by contribution assumption: employee only about $353,512 at 4% or $235,675 at 6%; with 50% employer match about $235,675 at 4% or $157,116 at 6%; with 100% employer match about $176,756 at 4% or $117,837 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-240$171,379,863$3,393,714$14,140iApproximate average salary by contribution assumption: employee only about $353,512 at 4% or $235,675 at 6%; with 50% employer match about $235,675 at 4% or $157,116 at 6%; with 100% employer match about $176,756 at 4% or $117,837 at 6%.
W.M. Barr & Company Inc. Health Plan-0---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-0---
20151255$158,529,316$3,331,566$13,065iApproximate average salary by contribution assumption: employee only about $326,624 at 4% or $217,749 at 6%; with 50% employer match about $217,749 at 4% or $145,166 at 6%; with 100% employer match about $163,312 at 4% or $108,875 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-255$158,529,316$3,331,566$13,065iApproximate average salary by contribution assumption: employee only about $326,624 at 4% or $217,749 at 6%; with 50% employer match about $217,749 at 4% or $145,166 at 6%; with 100% employer match about $163,312 at 4% or $108,875 at 6%.
20141265$120,874,369$2,411,225$9,099iApproximate average salary by contribution assumption: employee only about $227,474 at 4% or $151,649 at 6%; with 50% employer match about $151,649 at 4% or $101,100 at 6%; with 100% employer match about $113,737 at 4% or $75,825 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-265$120,874,369$2,411,225$9,099iApproximate average salary by contribution assumption: employee only about $227,474 at 4% or $151,649 at 6%; with 50% employer match about $151,649 at 4% or $101,100 at 6%; with 100% employer match about $113,737 at 4% or $75,825 at 6%.
20122218$128,544,762$4,030,534$18,489iApproximate average salary by contribution assumption: employee only about $462,217 at 4% or $308,145 at 6%; with 50% employer match about $308,145 at 4% or $205,430 at 6%; with 100% employer match about $231,109 at 4% or $154,072 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-217$123,714,780$3,035,288$13,988iApproximate average salary by contribution assumption: employee only about $349,688 at 4% or $233,125 at 6%; with 50% employer match about $233,125 at 4% or $155,417 at 6%; with 100% employer match about $174,844 at 4% or $116,563 at 6%.
W.M. BARR & COMPANY, INC. 401(K) PLAN-218$4,829,982$995,246$4,565iApproximate average salary by contribution assumption: employee only about $114,134 at 4% or $76,089 at 6%; with 50% employer match about $76,089 at 4% or $50,726 at 6%; with 100% employer match about $57,067 at 4% or $38,045 at 6%.
20114253$127,394,592$4,482,560$17,718iApproximate average salary by contribution assumption: employee only about $442,941 at 4% or $295,294 at 6%; with 50% employer match about $295,294 at 4% or $196,863 at 6%; with 100% employer match about $221,470 at 4% or $147,647 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-227$123,629,828$3,951,215$17,406iApproximate average salary by contribution assumption: employee only about $435,156 at 4% or $290,104 at 6%; with 50% employer match about $290,104 at 4% or $193,403 at 6%; with 100% employer match about $217,578 at 4% or $145,052 at 6%.
W.M. BARR & COMPANY, INC. 401(K) PLAN-232$3,764,764$531,345$2,290iApproximate average salary by contribution assumption: employee only about $57,257 at 4% or $38,171 at 6%; with 50% employer match about $38,171 at 4% or $25,448 at 6%; with 100% employer match about $28,629 at 4% or $19,086 at 6%.
W.M. Barr & Company Inc. Health Plan-234---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-253---
20104246$109,670,796$4,102,119$16,675iApproximate average salary by contribution assumption: employee only about $416,882 at 4% or $277,921 at 6%; with 50% employer match about $277,921 at 4% or $185,281 at 6%; with 100% employer match about $208,441 at 4% or $138,961 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-223$106,510,949$3,552,908$15,932iApproximate average salary by contribution assumption: employee only about $398,308 at 4% or $265,539 at 6%; with 50% employer match about $265,539 at 4% or $177,026 at 6%; with 100% employer match about $199,154 at 4% or $132,769 at 6%.
W.M. BARR & COMPANY, INC. 401(K) PLAN-226$3,159,847$549,211$2,430iApproximate average salary by contribution assumption: employee only about $60,753 at 4% or $40,502 at 6%; with 50% employer match about $40,502 at 4% or $27,002 at 6%; with 100% employer match about $30,377 at 4% or $20,251 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-246---
W.M. Barr & Company Inc. Health Plan-246---
20094251$91,487,411$3,946,410$15,723iApproximate average salary by contribution assumption: employee only about $393,069 at 4% or $262,046 at 6%; with 50% employer match about $262,046 at 4% or $174,697 at 6%; with 100% employer match about $196,534 at 4% or $131,023 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-224$88,725,368$3,527,848$15,749iApproximate average salary by contribution assumption: employee only about $393,733 at 4% or $262,489 at 6%; with 50% employer match about $262,489 at 4% or $174,992 at 6%; with 100% employer match about $196,867 at 4% or $131,244 at 6%.
W.M. BARR & COMPANY, INC. 401(K) PLAN-224$2,762,043$418,562$1,869iApproximate average salary by contribution assumption: employee only about $46,715 at 4% or $31,143 at 6%; with 50% employer match about $31,143 at 4% or $20,762 at 6%; with 100% employer match about $23,357 at 4% or $15,572 at 6%.
W.M. Barr & Company Inc. Health Plan-251---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-251---
20084265$83,619,892$4,240,485$16,002iApproximate average salary by contribution assumption: employee only about $400,046 at 4% or $266,697 at 6%; with 50% employer match about $266,697 at 4% or $177,798 at 6%; with 100% employer match about $200,023 at 4% or $133,349 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-228$81,757,113$3,622,694$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,545 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
W.M. BARR & COMPANY, INC. 401K PL AN-231$1,862,779$617,791$2,674iApproximate average salary by contribution assumption: employee only about $66,860 at 4% or $44,574 at 6%; with 50% employer match about $44,574 at 4% or $29,716 at 6%; with 100% employer match about $33,430 at 4% or $22,287 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-265---
W.M. Barr & Company Inc. Health Plan-265---
20074238$103,774,079$3,702,028$15,555iApproximate average salary by contribution assumption: employee only about $388,868 at 4% or $259,246 at 6%; with 50% employer match about $259,246 at 4% or $172,830 at 6%; with 100% employer match about $194,434 at 4% or $129,623 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-227$103,774,079$3,702,028$16,308iApproximate average salary by contribution assumption: employee only about $407,712 at 4% or $271,808 at 6%; with 50% employer match about $271,808 at 4% or $181,205 at 6%; with 100% employer match about $203,856 at 4% or $135,904 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-233---
W.M. Barr & Company Inc. Health Plan-233---
W.M. BARR & COMPANY, INC. 401K PLAN-238---
20064409$73,639,443$4,387,849$10,728iApproximate average salary by contribution assumption: employee only about $268,206 at 4% or $178,804 at 6%; with 50% employer match about $178,804 at 4% or $119,203 at 6%; with 100% employer match about $134,103 at 4% or $89,402 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-264$72,542,437$3,628,297$13,744iApproximate average salary by contribution assumption: employee only about $343,589 at 4% or $229,059 at 6%; with 50% employer match about $229,059 at 4% or $152,706 at 6%; with 100% employer match about $171,794 at 4% or $114,530 at 6%.
W.M. BARR & COMPANY, INC. 401K PL AN-264$1,097,006$759,552$2,877iApproximate average salary by contribution assumption: employee only about $71,927 at 4% or $47,952 at 6%; with 50% employer match about $47,952 at 4% or $31,968 at 6%; with 100% employer match about $35,964 at 4% or $23,976 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-409---
W.M. Barr & Company Inc. Health Plan-275---
20054311$39,757,032$3,950,915$12,704iApproximate average salary by contribution assumption: employee only about $317,598 at 4% or $211,732 at 6%; with 50% employer match about $211,732 at 4% or $141,155 at 6%; with 100% employer match about $158,799 at 4% or $105,866 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-290$39,390,383$3,592,365$12,387iApproximate average salary by contribution assumption: employee only about $309,687 at 4% or $206,458 at 6%; with 50% employer match about $206,458 at 4% or $137,639 at 6%; with 100% employer match about $154,843 at 4% or $103,229 at 6%.
W.M. BARR & COMPANY, INC. 401K PL AN-290$366,649$358,550$1,236iApproximate average salary by contribution assumption: employee only about $30,909 at 4% or $20,606 at 6%; with 50% employer match about $20,606 at 4% or $13,738 at 6%; with 100% employer match about $15,455 at 4% or $10,303 at 6%.
W.M. Barr & Company Inc. Health Plan-311---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-301---
20043335$35,450,396$3,421,437$10,213iApproximate average salary by contribution assumption: employee only about $255,331 at 4% or $170,221 at 6%; with 50% employer match about $170,221 at 4% or $113,480 at 6%; with 100% employer match about $127,666 at 4% or $85,110 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-306$35,450,396$3,421,437$11,181iApproximate average salary by contribution assumption: employee only about $279,529 at 4% or $186,353 at 6%; with 50% employer match about $186,353 at 4% or $124,235 at 6%; with 100% employer match about $139,765 at 4% or $93,176 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-315---
W.M. Barr & Company Inc. Health Plan-335---
20033361$53,024,557$3,368,333$9,331iApproximate average salary by contribution assumption: employee only about $233,264 at 4% or $155,509 at 6%; with 50% employer match about $155,509 at 4% or $103,673 at 6%; with 100% employer match about $116,632 at 4% or $77,755 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-283$53,024,557$3,368,333$11,902iApproximate average salary by contribution assumption: employee only about $297,556 at 4% or $198,371 at 6%; with 50% employer match about $198,371 at 4% or $132,247 at 6%; with 100% employer match about $148,778 at 4% or $99,185 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-361---
W.M. Barr & Company Inc. Health Plan-361---
20023379$57,975,362$2,938,626$7,754iApproximate average salary by contribution assumption: employee only about $193,841 at 4% or $129,227 at 6%; with 50% employer match about $129,227 at 4% or $86,151 at 6%; with 100% employer match about $96,920 at 4% or $64,614 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-272$57,975,362$2,938,626$10,804iApproximate average salary by contribution assumption: employee only about $270,094 at 4% or $180,063 at 6%; with 50% employer match about $180,063 at 4% or $120,042 at 6%; with 100% employer match about $135,047 at 4% or $90,031 at 6%.
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-379---
W.M. Barr & Company Inc. Health Plan-379---
20014364$36,896,575$4,845,496$13,312iApproximate average salary by contribution assumption: employee only about $332,795 at 4% or $221,863 at 6%; with 50% employer match about $221,863 at 4% or $147,909 at 6%; with 100% employer match about $166,398 at 4% or $110,932 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-295$36,896,575$4,845,496$16,425iApproximate average salary by contribution assumption: employee only about $410,635 at 4% or $273,757 at 6%; with 50% employer match about $273,757 at 4% or $182,505 at 6%; with 100% employer match about $205,318 at 4% or $136,878 at 6%.
W.M. Barr & Company Inc. Profit Sharing Retirement Plan-0---
W.M. Barr & Company Inc. Health Plan-364---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-364---
20004415$28,048,283$5,008,803$12,069iApproximate average salary by contribution assumption: employee only about $301,735 at 4% or $201,157 at 6%; with 50% employer match about $201,157 at 4% or $134,104 at 6%; with 100% employer match about $150,868 at 4% or $100,578 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-294$28,048,283$5,008,803$17,037iApproximate average salary by contribution assumption: employee only about $425,919 at 4% or $283,946 at 6%; with 50% employer match about $283,946 at 4% or $189,297 at 6%; with 100% employer match about $212,959 at 4% or $141,973 at 6%.
W.M. Barr & Company Inc. Health Plan-0---
W.M. Barr & Company Inc. Life, Ad & D & Ltd Plan-415---
W.M. Barr & Company Inc. Profit Sharing Retirement Plan-6---
19992323$40,496,531$5,013,178$15,521iApproximate average salary by contribution assumption: employee only about $388,017 at 4% or $258,678 at 6%; with 50% employer match about $258,678 at 4% or $172,452 at 6%; with 100% employer match about $194,008 at 4% or $129,339 at 6%.
W.M. Barr & Company Inc. Employee Stock Ownership Plan-323$27,295,097$5,013,178$15,521iApproximate average salary by contribution assumption: employee only about $388,017 at 4% or $258,678 at 6%; with 50% employer match about $258,678 at 4% or $172,452 at 6%; with 100% employer match about $194,008 at 4% or $129,339 at 6%.
W.M. Barr & Company Inc. Profit Sharing Retirement Plan-268$13,201,434--