Civic Intelligence

Barnett & Associates LLC

Plan context: Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust

EIN 62-1746259 • Oakland, TN • 23 filings • 5 plans

85 Whispering Creek DrOakland, TN 38060-4635
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,506,381

2025 Contributions

$70,719

Historical Graphs

Total Assets Over Time

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

$1,506,381$753,191$0200320142025YearValue
$1,506,381Latest year 2025

Participants Over Time

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

950200320142025YearValue
4Latest 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
202514$1,506,381$70,719$17,680iApproximate average salary by contribution assumption: employee only about $441,994 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,997 at 4% or $147,331 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$1,506,381$70,719$17,680iApproximate average salary by contribution assumption: employee only about $441,994 at 4% or $294,663 at 6%; with 50% employer match about $294,663 at 4% or $196,442 at 6%; with 100% employer match about $220,997 at 4% or $147,331 at 6%.
202414$1,261,186$66,517$16,629iApproximate average salary by contribution assumption: employee only about $415,731 at 4% or $277,154 at 6%; with 50% employer match about $277,154 at 4% or $184,769 at 6%; with 100% employer match about $207,866 at 4% or $138,577 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$1,261,186$66,517$16,629iApproximate average salary by contribution assumption: employee only about $415,731 at 4% or $277,154 at 6%; with 50% employer match about $277,154 at 4% or $184,769 at 6%; with 100% employer match about $207,866 at 4% or $138,577 at 6%.
202314$1,038,189$59,270$14,818iApproximate average salary by contribution assumption: employee only about $370,438 at 4% or $246,958 at 6%; with 50% employer match about $246,958 at 4% or $164,639 at 6%; with 100% employer match about $185,219 at 4% or $123,479 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$1,038,189$59,270$14,818iApproximate average salary by contribution assumption: employee only about $370,438 at 4% or $246,958 at 6%; with 50% employer match about $246,958 at 4% or $164,639 at 6%; with 100% employer match about $185,219 at 4% or $123,479 at 6%.
202214$846,784$53,174$13,294iApproximate average salary by contribution assumption: employee only about $332,338 at 4% or $221,558 at 6%; with 50% employer match about $221,558 at 4% or $147,706 at 6%; with 100% employer match about $166,169 at 4% or $110,779 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$846,784$53,174$13,294iApproximate average salary by contribution assumption: employee only about $332,338 at 4% or $221,558 at 6%; with 50% employer match about $221,558 at 4% or $147,706 at 6%; with 100% employer match about $166,169 at 4% or $110,779 at 6%.
202114$927,892$50,743$12,686iApproximate average salary by contribution assumption: employee only about $317,144 at 4% or $211,429 at 6%; with 50% employer match about $211,429 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$927,892$50,743$12,686iApproximate average salary by contribution assumption: employee only about $317,144 at 4% or $211,429 at 6%; with 50% employer match about $211,429 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
202014$761,454$49,563$12,391iApproximate average salary by contribution assumption: employee only about $309,769 at 4% or $206,513 at 6%; with 50% employer match about $206,513 at 4% or $137,675 at 6%; with 100% employer match about $154,884 at 4% or $103,256 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$761,454$49,563$12,391iApproximate average salary by contribution assumption: employee only about $309,769 at 4% or $206,513 at 6%; with 50% employer match about $206,513 at 4% or $137,675 at 6%; with 100% employer match about $154,884 at 4% or $103,256 at 6%.
201914$628,753$38,576$9,644iApproximate average salary by contribution assumption: employee only about $241,100 at 4% or $160,733 at 6%; with 50% employer match about $160,733 at 4% or $107,156 at 6%; with 100% employer match about $120,550 at 4% or $80,367 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-4$628,753$38,576$9,644iApproximate average salary by contribution assumption: employee only about $241,100 at 4% or $160,733 at 6%; with 50% employer match about $160,733 at 4% or $107,156 at 6%; with 100% employer match about $120,550 at 4% or $80,367 at 6%.
201813$489,780$33,072$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$489,780$33,072$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
201713$478,487$34,485$11,495iApproximate average salary by contribution assumption: employee only about $287,375 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,688 at 4% or $95,792 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$478,487$34,485$11,495iApproximate average salary by contribution assumption: employee only about $287,375 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,688 at 4% or $95,792 at 6%.
201613$411,006$38,593$12,864iApproximate average salary by contribution assumption: employee only about $321,608 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$411,006$38,593$12,864iApproximate average salary by contribution assumption: employee only about $321,608 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
201513$369,045$27,849$9,283iApproximate average salary by contribution assumption: employee only about $232,075 at 4% or $154,717 at 6%; with 50% employer match about $154,717 at 4% or $103,144 at 6%; with 100% employer match about $116,038 at 4% or $77,358 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$369,045$27,849$9,283iApproximate average salary by contribution assumption: employee only about $232,075 at 4% or $154,717 at 6%; with 50% employer match about $154,717 at 4% or $103,144 at 6%; with 100% employer match about $116,038 at 4% or $77,358 at 6%.
201413$345,670$35,094$11,698iApproximate average salary by contribution assumption: employee only about $292,450 at 4% or $194,967 at 6%; with 50% employer match about $194,967 at 4% or $129,978 at 6%; with 100% employer match about $146,225 at 4% or $97,483 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$345,670$35,094$11,698iApproximate average salary by contribution assumption: employee only about $292,450 at 4% or $194,967 at 6%; with 50% employer match about $194,967 at 4% or $129,978 at 6%; with 100% employer match about $146,225 at 4% or $97,483 at 6%.
201313$306,627$32,194$10,731iApproximate average salary by contribution assumption: employee only about $268,283 at 4% or $178,856 at 6%; with 50% employer match about $178,856 at 4% or $119,237 at 6%; with 100% employer match about $134,142 at 4% or $89,428 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$306,627$32,194$10,731iApproximate average salary by contribution assumption: employee only about $268,283 at 4% or $178,856 at 6%; with 50% employer match about $178,856 at 4% or $119,237 at 6%; with 100% employer match about $134,142 at 4% or $89,428 at 6%.
201213$237,991$34,596$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-3$237,991$34,596$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
201117$298,567$37,779$5,397iApproximate average salary by contribution assumption: employee only about $134,925 at 4% or $89,950 at 6%; with 50% employer match about $89,950 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-7$298,567$37,779$5,397iApproximate average salary by contribution assumption: employee only about $134,925 at 4% or $89,950 at 6%; with 50% employer match about $89,950 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%.
201019$314,543$58,908$6,545iApproximate average salary by contribution assumption: employee only about $163,633 at 4% or $109,089 at 6%; with 50% employer match about $109,089 at 4% or $72,726 at 6%; with 100% employer match about $81,817 at 4% or $54,544 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-9$314,543$58,908$6,545iApproximate average salary by contribution assumption: employee only about $163,633 at 4% or $109,089 at 6%; with 50% employer match about $109,089 at 4% or $72,726 at 6%; with 100% employer match about $81,817 at 4% or $54,544 at 6%.
200919$231,980$26,225$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-9$231,980$26,225$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%.
200815$171,955$47,844$9,569iApproximate average salary by contribution assumption: employee only about $239,220 at 4% or $159,480 at 6%; with 50% employer match about $159,480 at 4% or $106,320 at 6%; with 100% employer match about $119,610 at 4% or $79,740 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-5$171,955$47,844$9,569iApproximate average salary by contribution assumption: employee only about $239,220 at 4% or $159,480 at 6%; with 50% employer match about $159,480 at 4% or $106,320 at 6%; with 100% employer match about $119,610 at 4% or $79,740 at 6%.
200716$210,869$46,818$7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-6$210,869$46,818$7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
200615$154,556$40,556$8,111iApproximate average salary by contribution assumption: employee only about $202,780 at 4% or $135,187 at 6%; with 50% employer match about $135,187 at 4% or $90,124 at 6%; with 100% employer match about $101,390 at 4% or $67,593 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-5$154,556$40,556$8,111iApproximate average salary by contribution assumption: employee only about $202,780 at 4% or $135,187 at 6%; with 50% employer match about $135,187 at 4% or $90,124 at 6%; with 100% employer match about $101,390 at 4% or $67,593 at 6%.
200515$97,554$38,271$7,654iApproximate average salary by contribution assumption: employee only about $191,355 at 4% or $127,570 at 6%; with 50% employer match about $127,570 at 4% or $85,047 at 6%; with 100% employer match about $95,678 at 4% or $63,785 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-5$97,554$38,271$7,654iApproximate average salary by contribution assumption: employee only about $191,355 at 4% or $127,570 at 6%; with 50% employer match about $127,570 at 4% or $85,047 at 6%; with 100% employer match about $95,678 at 4% or $63,785 at 6%.
200415$50,954$37,179$7,436iApproximate average salary by contribution assumption: employee only about $185,895 at 4% or $123,930 at 6%; with 50% employer match about $123,930 at 4% or $82,620 at 6%; with 100% employer match about $92,948 at 4% or $61,965 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-5$50,954$37,179$7,436iApproximate average salary by contribution assumption: employee only about $185,895 at 4% or $123,930 at 6%; with 50% employer match about $123,930 at 4% or $82,620 at 6%; with 100% employer match about $92,948 at 4% or $61,965 at 6%.
200315$7,898$7,180$1,436iApproximate average salary by contribution assumption: employee only about $35,900 at 4% or $23,933 at 6%; with 50% employer match about $23,933 at 4% or $15,956 at 6%; with 100% employer match about $17,950 at 4% or $11,967 at 6%.
Barnett & Associates LLC 401(K) Profit Sharing Plan & Trust-5$7,898$7,180$1,436iApproximate average salary by contribution assumption: employee only about $35,900 at 4% or $23,933 at 6%; with 50% employer match about $23,933 at 4% or $15,956 at 6%; with 100% employer match about $17,950 at 4% or $11,967 at 6%.