Civic Intelligence

Offutt & Barton

Plan context: Offutt & Barton Retirement Trust

EIN 65-0157967 • Vero Beach, FL • 19 filings • 3 plans

3003 Cardinal DriveSuite CVero Beach, FL 32963
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$853,950

2015 Contributions

$80,456

Historical Graphs

Total Assets Over Time

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

$2,129,171$1,064,586$0199920072014YearValue
$853,950Latest year 2014

Participants Over Time

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

840199920072014YearValue
8Latest year 2014

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
201510$0$0-
Offutt & Barton Retirement Trust-0$0$0-
201418$853,950$80,456$10,057iApproximate average salary by contribution assumption: employee only about $251,425 at 4% or $167,617 at 6%; with 50% employer match about $167,617 at 4% or $111,744 at 6%; with 100% employer match about $125,713 at 4% or $83,808 at 6%.
Offutt & Barton Retirement Trust-8$853,950$80,456$10,057iApproximate average salary by contribution assumption: employee only about $251,425 at 4% or $167,617 at 6%; with 50% employer match about $167,617 at 4% or $111,744 at 6%; with 100% employer match about $125,713 at 4% or $83,808 at 6%.
201317$874,215$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
Offutt & Barton Retirement Trust-7$874,215$85,000$12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%.
201217$606,090$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
Offutt & Barton Retirement Trust-7$606,090$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
201116$489,218$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Offutt & Barton Retirement Trust-6$489,218$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201016$547,248$75,200$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
Offutt & Barton Retirement Trust-6$547,248$75,200$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
200916$527,030$86,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
Offutt & Barton Retirement Trust-6$527,030$86,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
200816$0$0-
Offutt & Barton Retirement Trust-6---
200716$632,283$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Offutt & Barton Retirement Trust-6$632,283$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200618$510,478$79,013$9,877iApproximate average salary by contribution assumption: employee only about $246,916 at 4% or $164,610 at 6%; with 50% employer match about $164,610 at 4% or $109,740 at 6%; with 100% employer match about $123,458 at 4% or $82,305 at 6%.
Offutt & Barton Retirement Trust-8$510,478$79,013$9,877iApproximate average salary by contribution assumption: employee only about $246,916 at 4% or $164,610 at 6%; with 50% employer match about $164,610 at 4% or $109,740 at 6%; with 100% employer match about $123,458 at 4% or $82,305 at 6%.
200517$456,890$104,517$14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%.
Offutt & Barton Retirement Trust-7$456,890$104,517$14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%.
200417$442,347$98,390$14,056iApproximate average salary by contribution assumption: employee only about $351,393 at 4% or $234,262 at 6%; with 50% employer match about $234,262 at 4% or $156,175 at 6%; with 100% employer match about $175,696 at 4% or $117,131 at 6%.
Offutt & Barton Retirement Trust-7$442,347$98,390$14,056iApproximate average salary by contribution assumption: employee only about $351,393 at 4% or $234,262 at 6%; with 50% employer match about $234,262 at 4% or $156,175 at 6%; with 100% employer match about $175,696 at 4% or $117,131 at 6%.
200316$371,483$75,897$12,650iApproximate average salary by contribution assumption: employee only about $316,238 at 4% or $210,825 at 6%; with 50% employer match about $210,825 at 4% or $140,550 at 6%; with 100% employer match about $158,119 at 4% or $105,413 at 6%.
Offutt & Barton Retirement Trust-6$371,483$75,897$12,650iApproximate average salary by contribution assumption: employee only about $316,238 at 4% or $210,825 at 6%; with 50% employer match about $210,825 at 4% or $140,550 at 6%; with 100% employer match about $158,119 at 4% or $105,413 at 6%.
200216$0$0-
Offutt & Barton Retirement Trust-6---
200117$269,308$44,054$6,293iApproximate average salary by contribution assumption: employee only about $157,336 at 4% or $104,890 at 6%; with 50% employer match about $104,890 at 4% or $69,927 at 6%; with 100% employer match about $78,668 at 4% or $52,445 at 6%.
Offutt & Barton Retirement Trust-7$269,308$44,054$6,293iApproximate average salary by contribution assumption: employee only about $157,336 at 4% or $104,890 at 6%; with 50% employer match about $104,890 at 4% or $69,927 at 6%; with 100% employer match about $78,668 at 4% or $52,445 at 6%.
200027$189,978$238,798$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
Offutt & Barton Retirement Trust-7$189,978$238,798$34,114iApproximate average salary by contribution assumption: employee only about $852,850 at 4% or $568,567 at 6%; with 50% employer match about $568,567 at 4% or $379,044 at 6%; with 100% employer match about $426,425 at 4% or $284,283 at 6%.
Offutt & Barton Defined Benefit Plan-0---
199925$2,129,171$1,178,750$235,750iApproximate average salary by contribution assumption: employee only about $5,893,750 at 4% or $3,929,167 at 6%; with 50% employer match about $3,929,167 at 4% or $2,619,444 at 6%; with 100% employer match about $2,946,875 at 4% or $1,964,583 at 6%.
Offutt & Barton Retirement Trust-5$1,759,338$1,178,750$235,750iApproximate average salary by contribution assumption: employee only about $5,893,750 at 4% or $3,929,167 at 6%; with 50% employer match about $3,929,167 at 4% or $2,619,444 at 6%; with 100% employer match about $2,946,875 at 4% or $1,964,583 at 6%.
Offutt & Barton Defined Benefit Plan-4$369,833--