Civic Intelligence

Charles S. Barotz

Plan context: The Barotz Group 401K Profit Sharing Plan

EIN 84-0830257 • Denver, CO • 15 filings • 4 plans

303 16th Street Mall, Suite 250Denver, CO 80202
Current Snapshot

Latest Year

2013

2013 Participants

14

2013 Assets

$904,412

2013 Contributions

$46,558

Historical Graphs

Total Assets Over Time

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

$904,412$452,206$0199920052013YearValue
$904,412Latest year 2013

Participants Over Time

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

1470199920062013YearValue
14Latest year 2013

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
2013114$904,412$46,558$3,326iApproximate average salary by contribution assumption: employee only about $83,139 at 4% or $55,426 at 6%; with 50% employer match about $55,426 at 4% or $36,951 at 6%; with 100% employer match about $41,570 at 4% or $27,713 at 6%.
The Barotz Group 401K Profit Sharing Plan-14$904,412$46,558$3,326iApproximate average salary by contribution assumption: employee only about $83,139 at 4% or $55,426 at 6%; with 50% employer match about $55,426 at 4% or $36,951 at 6%; with 100% employer match about $41,570 at 4% or $27,713 at 6%.
2012111$716,893$39,676$3,607iApproximate average salary by contribution assumption: employee only about $90,173 at 4% or $60,115 at 6%; with 50% employer match about $60,115 at 4% or $40,077 at 6%; with 100% employer match about $45,086 at 4% or $30,058 at 6%.
The Barotz Group 401K Profit Sharing Plan-11$716,893$39,676$3,607iApproximate average salary by contribution assumption: employee only about $90,173 at 4% or $60,115 at 6%; with 50% employer match about $60,115 at 4% or $40,077 at 6%; with 100% employer match about $45,086 at 4% or $30,058 at 6%.
2011112$707,688$75,102$6,259iApproximate average salary by contribution assumption: employee only about $156,463 at 4% or $104,308 at 6%; with 50% employer match about $104,308 at 4% or $69,539 at 6%; with 100% employer match about $78,231 at 4% or $52,154 at 6%.
The Barotz Group 401K Profit Sharing Plan-12$707,688$75,102$6,259iApproximate average salary by contribution assumption: employee only about $156,463 at 4% or $104,308 at 6%; with 50% employer match about $104,308 at 4% or $69,539 at 6%; with 100% employer match about $78,231 at 4% or $52,154 at 6%.
2010113$704,515$39,651$3,050iApproximate average salary by contribution assumption: employee only about $76,252 at 4% or $50,835 at 6%; with 50% employer match about $50,835 at 4% or $33,890 at 6%; with 100% employer match about $38,126 at 4% or $25,417 at 6%.
The Barotz Group 401K Profit Sharing Plan-13$704,515$39,651$3,050iApproximate average salary by contribution assumption: employee only about $76,252 at 4% or $50,835 at 6%; with 50% employer match about $50,835 at 4% or $33,890 at 6%; with 100% employer match about $38,126 at 4% or $25,417 at 6%.
2009113$606,896$64,427$4,956iApproximate average salary by contribution assumption: employee only about $123,898 at 4% or $82,599 at 6%; with 50% employer match about $82,599 at 4% or $55,066 at 6%; with 100% employer match about $61,949 at 4% or $41,299 at 6%.
The Barotz Group 401K Profit Sharing Plan-13$606,896$64,427$4,956iApproximate average salary by contribution assumption: employee only about $123,898 at 4% or $82,599 at 6%; with 50% employer match about $82,599 at 4% or $55,066 at 6%; with 100% employer match about $61,949 at 4% or $41,299 at 6%.
200815$0$0-
The Barotz Group 401K Profit Sharing Plan-5---
200719$0$0-
The Barotz Group 401K Profit Sharing Plan-9---
200617$536,395$99,684$14,241iApproximate average salary by contribution assumption: employee only about $356,014 at 4% or $237,343 at 6%; with 50% employer match about $237,343 at 4% or $158,229 at 6%; with 100% employer match about $178,007 at 4% or $118,671 at 6%.
The Barotz Group 401K Profit Sharing Plan-7$536,395$99,684$14,241iApproximate average salary by contribution assumption: employee only about $356,014 at 4% or $237,343 at 6%; with 50% employer match about $237,343 at 4% or $158,229 at 6%; with 100% employer match about $178,007 at 4% or $118,671 at 6%.
200515$386,533$75,418$15,084iApproximate average salary by contribution assumption: employee only about $377,090 at 4% or $251,393 at 6%; with 50% employer match about $251,393 at 4% or $167,596 at 6%; with 100% employer match about $188,545 at 4% or $125,697 at 6%.
The Barotz Group 401K Profit Sharing Plan-5$386,533$75,418$15,084iApproximate average salary by contribution assumption: employee only about $377,090 at 4% or $251,393 at 6%; with 50% employer match about $251,393 at 4% or $167,596 at 6%; with 100% employer match about $188,545 at 4% or $125,697 at 6%.
200416$305,385$62,100$10,350iApproximate average salary by contribution assumption: employee only about $258,750 at 4% or $172,500 at 6%; with 50% employer match about $172,500 at 4% or $115,000 at 6%; with 100% employer match about $129,375 at 4% or $86,250 at 6%.
The Barotz Group 401K Profit Sharing Plan-6$305,385$62,100$10,350iApproximate average salary by contribution assumption: employee only about $258,750 at 4% or $172,500 at 6%; with 50% employer match about $172,500 at 4% or $115,000 at 6%; with 100% employer match about $129,375 at 4% or $86,250 at 6%.
200315$220,876$49,933$9,987iApproximate average salary by contribution assumption: employee only about $249,665 at 4% or $166,443 at 6%; with 50% employer match about $166,443 at 4% or $110,962 at 6%; with 100% employer match about $124,833 at 4% or $83,222 at 6%.
The Barotz Group 401K Profit Sharing Plan-5$220,876$49,933$9,987iApproximate average salary by contribution assumption: employee only about $249,665 at 4% or $166,443 at 6%; with 50% employer match about $166,443 at 4% or $110,962 at 6%; with 100% employer match about $124,833 at 4% or $83,222 at 6%.
200215$145,667$61,378$12,276iApproximate average salary by contribution assumption: employee only about $306,890 at 4% or $204,593 at 6%; with 50% employer match about $204,593 at 4% or $136,396 at 6%; with 100% employer match about $153,445 at 4% or $102,297 at 6%.
The Barotz Group 401K Profit Sharing Plan-5$145,667$61,378$12,276iApproximate average salary by contribution assumption: employee only about $306,890 at 4% or $204,593 at 6%; with 50% employer match about $204,593 at 4% or $136,396 at 6%; with 100% employer match about $153,445 at 4% or $102,297 at 6%.
200115$104,511$30,399$6,080iApproximate average salary by contribution assumption: employee only about $151,995 at 4% or $101,330 at 6%; with 50% employer match about $101,330 at 4% or $67,553 at 6%; with 100% employer match about $75,998 at 4% or $50,665 at 6%.
The Barotz Group 401K Profit Sharing Plan-5$104,511$30,399$6,080iApproximate average salary by contribution assumption: employee only about $151,995 at 4% or $101,330 at 6%; with 50% employer match about $101,330 at 4% or $67,553 at 6%; with 100% employer match about $75,998 at 4% or $50,665 at 6%.
200012$175,287$31,895$15,948iApproximate average salary by contribution assumption: employee only about $398,688 at 4% or $265,792 at 6%; with 50% employer match about $265,792 at 4% or $177,194 at 6%; with 100% employer match about $199,344 at 4% or $132,896 at 6%.
The Barotz Group 401K Profit Sharing Plan-2$175,287$31,895$15,948iApproximate average salary by contribution assumption: employee only about $398,688 at 4% or $265,792 at 6%; with 50% employer match about $265,792 at 4% or $177,194 at 6%; with 100% employer match about $199,344 at 4% or $132,896 at 6%.
199913$164,338$31,518$10,506iApproximate average salary by contribution assumption: employee only about $262,650 at 4% or $175,100 at 6%; with 50% employer match about $175,100 at 4% or $116,733 at 6%; with 100% employer match about $131,325 at 4% or $87,550 at 6%.
The Barotz Group 401K Profit Sharing Plan-3$164,338$31,518$10,506iApproximate average salary by contribution assumption: employee only about $262,650 at 4% or $175,100 at 6%; with 50% employer match about $175,100 at 4% or $116,733 at 6%; with 100% employer match about $131,325 at 4% or $87,550 at 6%.