Civic Intelligence

Barret & Hale

Plan context: The Money Accumulation Plan for Employees of Barrett & Hale

EIN 66-0257876 • San Juan, PR • 18 filings • 6 plans

PO Box 6425San Juan, PR 00914-6425
Current Snapshot

Latest Year

2016

2016 Participants

14

2016 Assets

$1,002,507

2016 Contributions

$17,882

Historical Graphs

Total Assets Over Time

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

$1,665,271$832,636$0199920102015YearValue
$1,002,507Latest year 2015

Participants Over Time

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

65330199920082015YearValue
14Latest year 2015

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
201610$0$0-
The Money Accumulation Plan for Employees of Barrett & Hale-0$0--
2015114$1,002,507$17,882$1,277iApproximate average salary by contribution assumption: employee only about $31,932 at 4% or $21,288 at 6%; with 50% employer match about $21,288 at 4% or $14,192 at 6%; with 100% employer match about $15,966 at 4% or $10,644 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-14$1,002,507$17,882$1,277iApproximate average salary by contribution assumption: employee only about $31,932 at 4% or $21,288 at 6%; with 50% employer match about $21,288 at 4% or $14,192 at 6%; with 100% employer match about $15,966 at 4% or $10,644 at 6%.
2014118$1,442,488$11,710$651iApproximate average salary by contribution assumption: employee only about $16,264 at 4% or $10,843 at 6%; with 50% employer match about $10,843 at 4% or $7,228 at 6%; with 100% employer match about $8,132 at 4% or $5,421 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-18$1,442,488$11,710$651iApproximate average salary by contribution assumption: employee only about $16,264 at 4% or $10,843 at 6%; with 50% employer match about $10,843 at 4% or $7,228 at 6%; with 100% employer match about $8,132 at 4% or $5,421 at 6%.
2013116$1,399,366$16,669$1,042iApproximate average salary by contribution assumption: employee only about $26,045 at 4% or $17,364 at 6%; with 50% employer match about $17,364 at 4% or $11,576 at 6%; with 100% employer match about $13,023 at 4% or $8,682 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-16$1,399,366$16,669$1,042iApproximate average salary by contribution assumption: employee only about $26,045 at 4% or $17,364 at 6%; with 50% employer match about $17,364 at 4% or $11,576 at 6%; with 100% employer match about $13,023 at 4% or $8,682 at 6%.
2012217$890,203$20,952$1,232iApproximate average salary by contribution assumption: employee only about $30,812 at 4% or $20,541 at 6%; with 50% employer match about $20,541 at 4% or $13,694 at 6%; with 100% employer match about $15,406 at 4% or $10,271 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-17$890,203$20,952$1,232iApproximate average salary by contribution assumption: employee only about $30,812 at 4% or $20,541 at 6%; with 50% employer match about $20,541 at 4% or $13,694 at 6%; with 100% employer match about $15,406 at 4% or $10,271 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-13---
2011217$875,561$15,597$917iApproximate average salary by contribution assumption: employee only about $22,937 at 4% or $15,291 at 6%; with 50% employer match about $15,291 at 4% or $10,194 at 6%; with 100% employer match about $11,468 at 4% or $7,646 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-17$448,202$15,597$917iApproximate average salary by contribution assumption: employee only about $22,937 at 4% or $15,291 at 6%; with 50% employer match about $15,291 at 4% or $10,194 at 6%; with 100% employer match about $11,468 at 4% or $7,646 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-13$427,359--
2010113$842,307$0-
The Money Accumulation Plan for Employees of Barrett & Hale-13$842,307--
2009112$1,238,923$0-
The Money Accumulation Plan for Employees of Barrett & Hale-12$1,238,923--
2008118$0$0-
The Money Accumulation Plan for Employees of Barrett & Hale-18---
2007124$0$0-
The Money Accumulation Plan for Employees of Barrett & Hale-24---
2006124$1,632,672$102,993$4,291iApproximate average salary by contribution assumption: employee only about $107,284 at 4% or $71,523 at 6%; with 50% employer match about $71,523 at 4% or $47,682 at 6%; with 100% employer match about $53,642 at 4% or $35,761 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-24$1,632,672$102,993$4,291iApproximate average salary by contribution assumption: employee only about $107,284 at 4% or $71,523 at 6%; with 50% employer match about $71,523 at 4% or $47,682 at 6%; with 100% employer match about $53,642 at 4% or $35,761 at 6%.
2005127$1,665,271$169,262$6,269iApproximate average salary by contribution assumption: employee only about $156,724 at 4% or $104,483 at 6%; with 50% employer match about $104,483 at 4% or $69,655 at 6%; with 100% employer match about $78,362 at 4% or $52,241 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-27$1,665,271$169,262$6,269iApproximate average salary by contribution assumption: employee only about $156,724 at 4% or $104,483 at 6%; with 50% employer match about $104,483 at 4% or $69,655 at 6%; with 100% employer match about $78,362 at 4% or $52,241 at 6%.
2004138$1,658,014$244,210$6,427iApproximate average salary by contribution assumption: employee only about $160,664 at 4% or $107,110 at 6%; with 50% employer match about $107,110 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,555 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-38$1,658,014$244,210$6,427iApproximate average salary by contribution assumption: employee only about $160,664 at 4% or $107,110 at 6%; with 50% employer match about $107,110 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,555 at 6%.
2003149$0$0-
The Money Accumulation Plan for Employees of Barrett & Hale-49---
2002165$0$0-
The Money Accumulation Plan for Employees of Barrett & Hale-65---
1999131$1,260,547$170,671$5,506iApproximate average salary by contribution assumption: employee only about $137,638 at 4% or $91,759 at 6%; with 50% employer match about $91,759 at 4% or $61,172 at 6%; with 100% employer match about $68,819 at 4% or $45,879 at 6%.
The Money Accumulation Plan for Employees of Barrett & Hale-31$1,260,547$170,671$5,506iApproximate average salary by contribution assumption: employee only about $137,638 at 4% or $91,759 at 6%; with 50% employer match about $91,759 at 4% or $61,172 at 6%; with 100% employer match about $68,819 at 4% or $45,879 at 6%.