Civic Intelligence

Dale Barton Agency Inc

Plan context: Dale Barton Agency 401(K) Plan

EIN 87-0406240 • Salt Lake City, UT • 35 filings • 4 plans

1100 East 6600 South, Suite 400Salt Lake City, UT 84121-2400
Current Snapshot

Latest Year

2022

2022 Participants

26

2022 Assets

$1,021,267

2022 Contributions

$576,413

Historical Graphs

Total Assets Over Time

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

$9,065,865$4,532,933$0200020112022YearValue
$1,021,267Latest year 2022

Participants Over Time

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

28140200020112022YearValue
26Latest year 2022

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
2022126$1,021,267$576,413$22,170iApproximate average salary by contribution assumption: employee only about $554,243 at 4% or $369,496 at 6%; with 50% employer match about $369,496 at 4% or $246,330 at 6%; with 100% employer match about $277,122 at 4% or $184,748 at 6%.
Dale Barton Agency 401(K) Plan-26$1,021,267$576,413$22,170iApproximate average salary by contribution assumption: employee only about $554,243 at 4% or $369,496 at 6%; with 50% employer match about $369,496 at 4% or $246,330 at 6%; with 100% employer match about $277,122 at 4% or $184,748 at 6%.
2021127$7,782,190$546,144$20,228iApproximate average salary by contribution assumption: employee only about $505,689 at 4% or $337,126 at 6%; with 50% employer match about $337,126 at 4% or $224,751 at 6%; with 100% employer match about $252,844 at 4% or $168,563 at 6%.
Dale Barton Agency 401(K) Plan-27$7,782,190$546,144$20,228iApproximate average salary by contribution assumption: employee only about $505,689 at 4% or $337,126 at 6%; with 50% employer match about $337,126 at 4% or $224,751 at 6%; with 100% employer match about $252,844 at 4% or $168,563 at 6%.
2020128$7,720,676$420,049$15,002iApproximate average salary by contribution assumption: employee only about $375,044 at 4% or $250,029 at 6%; with 50% employer match about $250,029 at 4% or $166,686 at 6%; with 100% employer match about $187,522 at 4% or $125,015 at 6%.
Dale Barton Agency 401(K) Plan-28$7,720,676$420,049$15,002iApproximate average salary by contribution assumption: employee only about $375,044 at 4% or $250,029 at 6%; with 50% employer match about $250,029 at 4% or $166,686 at 6%; with 100% employer match about $187,522 at 4% or $125,015 at 6%.
2019128$8,565,232$544,863$19,459iApproximate average salary by contribution assumption: employee only about $486,485 at 4% or $324,323 at 6%; with 50% employer match about $324,323 at 4% or $216,215 at 6%; with 100% employer match about $243,242 at 4% or $162,162 at 6%.
Dale Barton Agency 401(K) Plan-28$8,565,232$544,863$19,459iApproximate average salary by contribution assumption: employee only about $486,485 at 4% or $324,323 at 6%; with 50% employer match about $324,323 at 4% or $216,215 at 6%; with 100% employer match about $243,242 at 4% or $162,162 at 6%.
2018127$9,065,865$465,058$17,224iApproximate average salary by contribution assumption: employee only about $430,609 at 4% or $287,073 at 6%; with 50% employer match about $287,073 at 4% or $191,382 at 6%; with 100% employer match about $215,305 at 4% or $143,536 at 6%.
Dale Barton Agency 401(K) Plan-27$9,065,865$465,058$17,224iApproximate average salary by contribution assumption: employee only about $430,609 at 4% or $287,073 at 6%; with 50% employer match about $287,073 at 4% or $191,382 at 6%; with 100% employer match about $215,305 at 4% or $143,536 at 6%.
2017122$8,887,481$549,049$24,957iApproximate average salary by contribution assumption: employee only about $623,919 at 4% or $415,946 at 6%; with 50% employer match about $415,946 at 4% or $277,297 at 6%; with 100% employer match about $311,960 at 4% or $207,973 at 6%.
Dale Barton Agency 401(K) Plan-22$8,887,481$549,049$24,957iApproximate average salary by contribution assumption: employee only about $623,919 at 4% or $415,946 at 6%; with 50% employer match about $415,946 at 4% or $277,297 at 6%; with 100% employer match about $311,960 at 4% or $207,973 at 6%.
2016222$7,901,162$673,356$30,607iApproximate average salary by contribution assumption: employee only about $765,177 at 4% or $510,118 at 6%; with 50% employer match about $510,118 at 4% or $340,079 at 6%; with 100% employer match about $382,589 at 4% or $255,059 at 6%.
Dale Barton Agency 401(K) Plan-22$7,901,162$673,356$30,607iApproximate average salary by contribution assumption: employee only about $765,177 at 4% or $510,118 at 6%; with 50% employer match about $510,118 at 4% or $340,079 at 6%; with 100% employer match about $382,589 at 4% or $255,059 at 6%.
Dale Barton Agency Profit Sharing Plan-0---
2015221$7,526,520$416,886$19,852iApproximate average salary by contribution assumption: employee only about $496,293 at 4% or $330,862 at 6%; with 50% employer match about $330,862 at 4% or $220,575 at 6%; with 100% employer match about $248,146 at 4% or $165,431 at 6%.
Dale Barton Agency Profit Sharing Plan-21$6,105,573$282,025$13,430iApproximate average salary by contribution assumption: employee only about $335,744 at 4% or $223,829 at 6%; with 50% employer match about $223,829 at 4% or $149,220 at 6%; with 100% employer match about $167,872 at 4% or $111,915 at 6%.
Dale Barton Agency 401(K) Plan-20$1,420,947$134,861$6,743iApproximate average salary by contribution assumption: employee only about $168,576 at 4% or $112,384 at 6%; with 50% employer match about $112,384 at 4% or $74,923 at 6%; with 100% employer match about $84,288 at 4% or $56,192 at 6%.
2014221$8,219,048$435,098$20,719iApproximate average salary by contribution assumption: employee only about $517,974 at 4% or $345,316 at 6%; with 50% employer match about $345,316 at 4% or $230,211 at 6%; with 100% employer match about $258,987 at 4% or $172,658 at 6%.
Dale Barton Agency Profit Sharing Plan-21$6,819,452$281,498$13,405iApproximate average salary by contribution assumption: employee only about $335,117 at 4% or $223,411 at 6%; with 50% employer match about $223,411 at 4% or $148,941 at 6%; with 100% employer match about $167,558 at 4% or $111,706 at 6%.
Dale Barton Agency 401(K) Plan-21$1,399,596$153,600$7,314iApproximate average salary by contribution assumption: employee only about $182,857 at 4% or $121,905 at 6%; with 50% employer match about $121,905 at 4% or $81,270 at 6%; with 100% employer match about $91,429 at 4% or $60,952 at 6%.
2013223$8,058,515$427,352$18,581iApproximate average salary by contribution assumption: employee only about $464,513 at 4% or $309,675 at 6%; with 50% employer match about $309,675 at 4% or $206,450 at 6%; with 100% employer match about $232,257 at 4% or $154,838 at 6%.
Dale Barton Agency Profit Sharing Plan-23$6,834,928$280,031$12,175iApproximate average salary by contribution assumption: employee only about $304,382 at 4% or $202,921 at 6%; with 50% employer match about $202,921 at 4% or $135,281 at 6%; with 100% employer match about $152,191 at 4% or $101,461 at 6%.
Dale Barton Agency 401(K) Plan-21$1,223,587$147,321$7,015iApproximate average salary by contribution assumption: employee only about $175,382 at 4% or $116,921 at 6%; with 50% employer match about $116,921 at 4% or $77,948 at 6%; with 100% employer match about $87,691 at 4% or $58,461 at 6%.
2012223$7,289,745$434,038$18,871iApproximate average salary by contribution assumption: employee only about $471,780 at 4% or $314,520 at 6%; with 50% employer match about $314,520 at 4% or $209,680 at 6%; with 100% employer match about $235,890 at 4% or $157,260 at 6%.
Dale Barton Agency Profit Sharing Plan-23$6,128,186$300,797$13,078iApproximate average salary by contribution assumption: employee only about $326,953 at 4% or $217,969 at 6%; with 50% employer match about $217,969 at 4% or $145,313 at 6%; with 100% employer match about $163,477 at 4% or $108,984 at 6%.
Dale Barton Agency 401(K) Plan-21$1,161,559$133,241$6,345iApproximate average salary by contribution assumption: employee only about $158,620 at 4% or $105,747 at 6%; with 50% employer match about $105,747 at 4% or $70,498 at 6%; with 100% employer match about $79,310 at 4% or $52,873 at 6%.
2011224$6,647,664$488,219$20,342iApproximate average salary by contribution assumption: employee only about $508,561 at 4% or $339,041 at 6%; with 50% employer match about $339,041 at 4% or $226,027 at 6%; with 100% employer match about $254,281 at 4% or $169,520 at 6%.
Dale Barton Agency Profit Sharing Plan-24$5,687,691$338,854$14,119iApproximate average salary by contribution assumption: employee only about $352,973 at 4% or $235,315 at 6%; with 50% employer match about $235,315 at 4% or $156,877 at 6%; with 100% employer match about $176,486 at 4% or $117,658 at 6%.
Dale Barton Agency 401(K) Plan-20$959,973$149,365$7,468iApproximate average salary by contribution assumption: employee only about $186,706 at 4% or $124,471 at 6%; with 50% employer match about $124,471 at 4% or $82,981 at 6%; with 100% employer match about $93,353 at 4% or $62,235 at 6%.
2010225$6,320,683$510,523$20,421iApproximate average salary by contribution assumption: employee only about $510,523 at 4% or $340,349 at 6%; with 50% employer match about $340,349 at 4% or $226,899 at 6%; with 100% employer match about $255,261 at 4% or $170,174 at 6%.
Dale Barton Agency Profit Sharing Plan-25$5,433,599$329,516$13,181iApproximate average salary by contribution assumption: employee only about $329,516 at 4% or $219,677 at 6%; with 50% employer match about $219,677 at 4% or $146,452 at 6%; with 100% employer match about $164,758 at 4% or $109,839 at 6%.
Dale Barton Agency 401(K) Plan-20$887,084$181,007$9,050iApproximate average salary by contribution assumption: employee only about $226,259 at 4% or $150,839 at 6%; with 50% employer match about $150,839 at 4% or $100,559 at 6%; with 100% employer match about $113,129 at 4% or $75,420 at 6%.
2009224$5,473,471$492,164$20,507iApproximate average salary by contribution assumption: employee only about $512,671 at 4% or $341,781 at 6%; with 50% employer match about $341,781 at 4% or $227,854 at 6%; with 100% employer match about $256,335 at 4% or $170,890 at 6%.
Dale Barton Agency Profit Sharing Plan-24$4,841,352$327,177$13,632iApproximate average salary by contribution assumption: employee only about $340,809 at 4% or $227,206 at 6%; with 50% employer match about $227,206 at 4% or $151,471 at 6%; with 100% employer match about $170,405 at 4% or $113,603 at 6%.
Dale Barton Agency 401(K) Plan-20$632,119$164,987$8,249iApproximate average salary by contribution assumption: employee only about $206,234 at 4% or $137,489 at 6%; with 50% employer match about $137,489 at 4% or $91,659 at 6%; with 100% employer match about $103,117 at 4% or $68,745 at 6%.
2008224$3,811,844$443,508$18,480iApproximate average salary by contribution assumption: employee only about $461,988 at 4% or $307,992 at 6%; with 50% employer match about $307,992 at 4% or $205,328 at 6%; with 100% employer match about $230,994 at 4% or $153,996 at 6%.
Dale Barton Agency Profit Sharing Plan-23$3,447,197$298,558$12,981iApproximate average salary by contribution assumption: employee only about $324,520 at 4% or $216,346 at 6%; with 50% employer match about $216,346 at 4% or $144,231 at 6%; with 100% employer match about $162,260 at 4% or $108,173 at 6%.
Dale Barton Agency 401(K) Plan-24$364,647$144,950$6,040iApproximate average salary by contribution assumption: employee only about $150,990 at 4% or $100,660 at 6%; with 50% employer match about $100,660 at 4% or $67,106 at 6%; with 100% employer match about $75,495 at 4% or $50,330 at 6%.
2007224$4,377,827$262,756$10,948iApproximate average salary by contribution assumption: employee only about $273,704 at 4% or $182,469 at 6%; with 50% employer match about $182,469 at 4% or $121,646 at 6%; with 100% employer match about $136,852 at 4% or $91,235 at 6%.
Dale Barton Agency Profit Sharing Plan-23$4,377,827$262,756$11,424iApproximate average salary by contribution assumption: employee only about $285,604 at 4% or $190,403 at 6%; with 50% employer match about $190,403 at 4% or $126,935 at 6%; with 100% employer match about $142,802 at 4% or $95,201 at 6%.
Dale Barton Agency 401(K) Plan-24---
2006219$4,570,496$317,450$16,708iApproximate average salary by contribution assumption: employee only about $417,697 at 4% or $278,465 at 6%; with 50% employer match about $278,465 at 4% or $185,643 at 6%; with 100% employer match about $208,849 at 4% or $139,232 at 6%.
Dale Barton Agency Profit Sharing Plan-19$4,350,248$225,495$11,868iApproximate average salary by contribution assumption: employee only about $296,704 at 4% or $197,803 at 6%; with 50% employer match about $197,803 at 4% or $131,868 at 6%; with 100% employer match about $148,352 at 4% or $98,901 at 6%.
Dale Barton Agency 401(K) Plan-19$220,248$91,955$4,840iApproximate average salary by contribution assumption: employee only about $120,993 at 4% or $80,662 at 6%; with 50% employer match about $80,662 at 4% or $53,775 at 6%; with 100% employer match about $60,497 at 4% or $40,331 at 6%.
2005217$4,006,770$278,129$16,361iApproximate average salary by contribution assumption: employee only about $409,013 at 4% or $272,675 at 6%; with 50% employer match about $272,675 at 4% or $181,784 at 6%; with 100% employer match about $204,507 at 4% or $136,338 at 6%.
Dale Barton Agency Profit Sharing Plan-17$3,893,418$170,714$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
Dale Barton Agency 401(K) Plan-17$113,352$107,415$6,319iApproximate average salary by contribution assumption: employee only about $157,963 at 4% or $105,309 at 6%; with 50% employer match about $105,309 at 4% or $70,206 at 6%; with 100% employer match about $78,982 at 4% or $52,654 at 6%.
2004114$5,014,427$147,219$10,516iApproximate average salary by contribution assumption: employee only about $262,891 at 4% or $175,261 at 6%; with 50% employer match about $175,261 at 4% or $116,840 at 6%; with 100% employer match about $131,446 at 4% or $87,630 at 6%.
Dale Barton Agency Profit Sharing Plan-14$5,014,427$147,219$10,516iApproximate average salary by contribution assumption: employee only about $262,891 at 4% or $175,261 at 6%; with 50% employer match about $175,261 at 4% or $116,840 at 6%; with 100% employer match about $131,446 at 4% or $87,630 at 6%.
2003115$5,026,670$163,875$10,925iApproximate average salary by contribution assumption: employee only about $273,125 at 4% or $182,083 at 6%; with 50% employer match about $182,083 at 4% or $121,389 at 6%; with 100% employer match about $136,563 at 4% or $91,042 at 6%.
Dale Barton Agency Profit Sharing Plan-15$5,026,670$163,875$10,925iApproximate average salary by contribution assumption: employee only about $273,125 at 4% or $182,083 at 6%; with 50% employer match about $182,083 at 4% or $121,389 at 6%; with 100% employer match about $136,563 at 4% or $91,042 at 6%.
2002115$4,142,822$168,608$11,241iApproximate average salary by contribution assumption: employee only about $281,013 at 4% or $187,342 at 6%; with 50% employer match about $187,342 at 4% or $124,895 at 6%; with 100% employer match about $140,507 at 4% or $93,671 at 6%.
Dale Barton Agency Profit Sharing Plan-15$4,142,822$168,608$11,241iApproximate average salary by contribution assumption: employee only about $281,013 at 4% or $187,342 at 6%; with 50% employer match about $187,342 at 4% or $124,895 at 6%; with 100% employer match about $140,507 at 4% or $93,671 at 6%.
2001115$5,229,118$159,913$10,661iApproximate average salary by contribution assumption: employee only about $266,522 at 4% or $177,681 at 6%; with 50% employer match about $177,681 at 4% or $118,454 at 6%; with 100% employer match about $133,261 at 4% or $88,841 at 6%.
Dale Barton Agency Profit Sharing Plan-15$5,229,118$159,913$10,661iApproximate average salary by contribution assumption: employee only about $266,522 at 4% or $177,681 at 6%; with 50% employer match about $177,681 at 4% or $118,454 at 6%; with 100% employer match about $133,261 at 4% or $88,841 at 6%.
2000114$5,327,126$120,030$8,574iApproximate average salary by contribution assumption: employee only about $214,339 at 4% or $142,893 at 6%; with 50% employer match about $142,893 at 4% or $95,262 at 6%; with 100% employer match about $107,170 at 4% or $71,446 at 6%.
Dale Barton Agency Profit Sharing Plan-14$5,327,126$120,030$8,574iApproximate average salary by contribution assumption: employee only about $214,339 at 4% or $142,893 at 6%; with 50% employer match about $142,893 at 4% or $95,262 at 6%; with 100% employer match about $107,170 at 4% or $71,446 at 6%.