Civic Intelligence

Barlow Coughran Morales Et Al

Plan context: Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan

EIN 91-0889948 • Seattle, WA • 41 filings • 12 plans

1325 4th Ave Ste 910Seattle, WA 98101-2573
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$10,272,100

2024 Contributions

$576,281

Historical Graphs

Total Assets Over Time

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

$10,272,100$5,136,050$0199920132024YearValue
$10,272,100Latest year 2024

Participants Over Time

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

1470199920122024YearValue
14Latest year 2024

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
2024214$10,272,100$576,281$41,163iApproximate average salary by contribution assumption: employee only about $1,029,073 at 4% or $686,049 at 6%; with 50% employer match about $686,049 at 4% or $457,366 at 6%; with 100% employer match about $514,537 at 4% or $343,024 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-14$9,678,174$430,863$30,776iApproximate average salary by contribution assumption: employee only about $769,398 at 4% or $512,932 at 6%; with 50% employer match about $512,932 at 4% or $341,955 at 6%; with 100% employer match about $384,699 at 4% or $256,466 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-8$593,926$145,418$18,177iApproximate average salary by contribution assumption: employee only about $454,431 at 4% or $302,954 at 6%; with 50% employer match about $302,954 at 4% or $201,969 at 6%; with 100% employer match about $227,216 at 4% or $151,477 at 6%.
2023212$8,782,190$360,422$30,035iApproximate average salary by contribution assumption: employee only about $750,879 at 4% or $500,586 at 6%; with 50% employer match about $500,586 at 4% or $333,724 at 6%; with 100% employer match about $375,440 at 4% or $250,293 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$8,380,963$335,567$27,964iApproximate average salary by contribution assumption: employee only about $699,098 at 4% or $466,065 at 6%; with 50% employer match about $466,065 at 4% or $310,710 at 6%; with 100% employer match about $349,549 at 4% or $233,033 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-8$401,227$24,855$3,107iApproximate average salary by contribution assumption: employee only about $77,672 at 4% or $51,781 at 6%; with 50% employer match about $51,781 at 4% or $34,521 at 6%; with 100% employer match about $38,836 at 4% or $25,891 at 6%.
2022212$7,335,303$611,460$50,955iApproximate average salary by contribution assumption: employee only about $1,273,875 at 4% or $849,250 at 6%; with 50% employer match about $849,250 at 4% or $566,167 at 6%; with 100% employer match about $636,938 at 4% or $424,625 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$7,008,725$518,898$43,242iApproximate average salary by contribution assumption: employee only about $1,081,038 at 4% or $720,692 at 6%; with 50% employer match about $720,692 at 4% or $480,461 at 6%; with 100% employer match about $540,519 at 4% or $360,346 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-7$326,578$92,562$13,223iApproximate average salary by contribution assumption: employee only about $330,579 at 4% or $220,386 at 6%; with 50% employer match about $220,386 at 4% or $146,924 at 6%; with 100% employer match about $165,289 at 4% or $110,193 at 6%.
2021212$8,062,005$415,050$34,588iApproximate average salary by contribution assumption: employee only about $864,688 at 4% or $576,458 at 6%; with 50% employer match about $576,458 at 4% or $384,306 at 6%; with 100% employer match about $432,344 at 4% or $288,229 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$7,754,462$360,738$30,062iApproximate average salary by contribution assumption: employee only about $751,538 at 4% or $501,025 at 6%; with 50% employer match about $501,025 at 4% or $334,017 at 6%; with 100% employer match about $375,769 at 4% or $250,513 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-8$307,543$54,312$6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%.
2020212$6,868,769$383,008$31,917iApproximate average salary by contribution assumption: employee only about $797,933 at 4% or $531,956 at 6%; with 50% employer match about $531,956 at 4% or $354,637 at 6%; with 100% employer match about $398,967 at 4% or $265,978 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$6,634,200$331,524$27,627iApproximate average salary by contribution assumption: employee only about $690,675 at 4% or $460,450 at 6%; with 50% employer match about $460,450 at 4% or $306,967 at 6%; with 100% employer match about $345,338 at 4% or $230,225 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-8$234,569$51,484$6,436iApproximate average salary by contribution assumption: employee only about $160,888 at 4% or $107,258 at 6%; with 50% employer match about $107,258 at 4% or $71,506 at 6%; with 100% employer match about $80,444 at 4% or $53,629 at 6%.
2019211$5,675,840$828,452$75,314iApproximate average salary by contribution assumption: employee only about $1,882,845 at 4% or $1,255,230 at 6%; with 50% employer match about $1,255,230 at 4% or $836,820 at 6%; with 100% employer match about $941,423 at 4% or $627,615 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-11$5,501,130$781,824$71,075iApproximate average salary by contribution assumption: employee only about $1,776,873 at 4% or $1,184,582 at 6%; with 50% employer match about $1,184,582 at 4% or $789,721 at 6%; with 100% employer match about $888,436 at 4% or $592,291 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-8$174,710$46,628$5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,761 at 6%; with 100% employer match about $72,856 at 4% or $48,571 at 6%.
201829$4,148,932$97,854$10,873iApproximate average salary by contribution assumption: employee only about $271,817 at 4% or $181,211 at 6%; with 50% employer match about $181,211 at 4% or $120,807 at 6%; with 100% employer match about $135,908 at 4% or $90,606 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-9$3,922,027$92,798$10,311iApproximate average salary by contribution assumption: employee only about $257,772 at 4% or $171,848 at 6%; with 50% employer match about $171,848 at 4% or $114,565 at 6%; with 100% employer match about $128,886 at 4% or $85,924 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-7$226,905$5,056$722iApproximate average salary by contribution assumption: employee only about $18,057 at 4% or $12,038 at 6%; with 50% employer match about $12,038 at 4% or $8,025 at 6%; with 100% employer match about $9,029 at 4% or $6,019 at 6%.
201729$4,101,517$107,783$11,976iApproximate average salary by contribution assumption: employee only about $299,397 at 4% or $199,598 at 6%; with 50% employer match about $199,598 at 4% or $133,065 at 6%; with 100% employer match about $149,699 at 4% or $99,799 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-9$3,892,207$97,090$10,788iApproximate average salary by contribution assumption: employee only about $269,694 at 4% or $179,796 at 6%; with 50% employer match about $179,796 at 4% or $119,864 at 6%; with 100% employer match about $134,847 at 4% or $89,898 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-7$209,310$10,693$1,528iApproximate average salary by contribution assumption: employee only about $38,189 at 4% or $25,460 at 6%; with 50% employer match about $25,460 at 4% or $16,973 at 6%; with 100% employer match about $19,095 at 4% or $12,730 at 6%.
201629$3,500,454$210,528$23,392iApproximate average salary by contribution assumption: employee only about $584,800 at 4% or $389,867 at 6%; with 50% employer match about $389,867 at 4% or $259,911 at 6%; with 100% employer match about $292,400 at 4% or $194,933 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-9$3,112,092$207,437$23,049iApproximate average salary by contribution assumption: employee only about $576,214 at 4% or $384,143 at 6%; with 50% employer match about $384,143 at 4% or $256,095 at 6%; with 100% employer match about $288,107 at 4% or $192,071 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-6$388,362$3,091$515iApproximate average salary by contribution assumption: employee only about $12,879 at 4% or $8,586 at 6%; with 50% employer match about $8,586 at 4% or $5,724 at 6%; with 100% employer match about $6,440 at 4% or $4,293 at 6%.
201528$2,855,785$101,710$12,714iApproximate average salary by contribution assumption: employee only about $317,844 at 4% or $211,896 at 6%; with 50% employer match about $211,896 at 4% or $141,264 at 6%; with 100% employer match about $158,922 at 4% or $105,948 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$2,497,787$101,118$12,640iApproximate average salary by contribution assumption: employee only about $315,994 at 4% or $210,663 at 6%; with 50% employer match about $210,663 at 4% or $140,442 at 6%; with 100% employer match about $157,997 at 4% or $105,331 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$357,998$592$118iApproximate average salary by contribution assumption: employee only about $2,960 at 4% or $1,973 at 6%; with 50% employer match about $1,973 at 4% or $1,316 at 6%; with 100% employer match about $1,480 at 4% or $987 at 6%.
201428$3,081,798$183,404$22,926iApproximate average salary by contribution assumption: employee only about $573,138 at 4% or $382,092 at 6%; with 50% employer match about $382,092 at 4% or $254,728 at 6%; with 100% employer match about $286,569 at 4% or $191,046 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$2,705,722$148,338$18,542iApproximate average salary by contribution assumption: employee only about $463,556 at 4% or $309,038 at 6%; with 50% employer match about $309,038 at 4% or $206,025 at 6%; with 100% employer match about $231,778 at 4% or $154,519 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$376,076$35,066$7,013iApproximate average salary by contribution assumption: employee only about $175,330 at 4% or $116,887 at 6%; with 50% employer match about $116,887 at 4% or $77,924 at 6%; with 100% employer match about $87,665 at 4% or $58,443 at 6%.
201328$3,073,675$175,791$21,974iApproximate average salary by contribution assumption: employee only about $549,347 at 4% or $366,231 at 6%; with 50% employer match about $366,231 at 4% or $244,154 at 6%; with 100% employer match about $274,673 at 4% or $183,116 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$2,289,900$150,813$18,852iApproximate average salary by contribution assumption: employee only about $471,291 at 4% or $314,194 at 6%; with 50% employer match about $314,194 at 4% or $209,463 at 6%; with 100% employer match about $235,645 at 4% or $157,097 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$783,775$24,978$4,996iApproximate average salary by contribution assumption: employee only about $124,890 at 4% or $83,260 at 6%; with 50% employer match about $83,260 at 4% or $55,507 at 6%; with 100% employer match about $62,445 at 4% or $41,630 at 6%.
201227$2,623,322$270,503$38,643iApproximate average salary by contribution assumption: employee only about $966,082 at 4% or $644,055 at 6%; with 50% employer match about $644,055 at 4% or $429,370 at 6%; with 100% employer match about $483,041 at 4% or $322,027 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-7$1,910,086$238,368$34,053iApproximate average salary by contribution assumption: employee only about $851,314 at 4% or $567,543 at 6%; with 50% employer match about $567,543 at 4% or $378,362 at 6%; with 100% employer match about $425,657 at 4% or $283,771 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$713,236$32,135$6,427iApproximate average salary by contribution assumption: employee only about $160,675 at 4% or $107,117 at 6%; with 50% employer match about $107,117 at 4% or $71,411 at 6%; with 100% employer match about $80,338 at 4% or $53,558 at 6%.
201128$2,532,308$131,822$16,478iApproximate average salary by contribution assumption: employee only about $411,944 at 4% or $274,629 at 6%; with 50% employer match about $274,629 at 4% or $183,086 at 6%; with 100% employer match about $205,972 at 4% or $137,315 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$1,891,699$109,630$13,704iApproximate average salary by contribution assumption: employee only about $342,594 at 4% or $228,396 at 6%; with 50% employer match about $228,396 at 4% or $152,264 at 6%; with 100% employer match about $171,297 at 4% or $114,198 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-4$640,609$22,192$5,548iApproximate average salary by contribution assumption: employee only about $138,700 at 4% or $92,467 at 6%; with 50% employer match about $92,467 at 4% or $61,644 at 6%; with 100% employer match about $69,350 at 4% or $46,233 at 6%.
201028$2,367,575$206,871$25,859iApproximate average salary by contribution assumption: employee only about $646,472 at 4% or $430,981 at 6%; with 50% employer match about $430,981 at 4% or $287,321 at 6%; with 100% employer match about $323,236 at 4% or $215,491 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$1,773,543$161,117$20,140iApproximate average salary by contribution assumption: employee only about $503,491 at 4% or $335,660 at 6%; with 50% employer match about $335,660 at 4% or $223,774 at 6%; with 100% employer match about $251,745 at 4% or $167,830 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$594,032$45,754$9,151iApproximate average salary by contribution assumption: employee only about $228,770 at 4% or $152,513 at 6%; with 50% employer match about $152,513 at 4% or $101,676 at 6%; with 100% employer match about $114,385 at 4% or $76,257 at 6%.
200928$2,225,520$195,290$24,411iApproximate average salary by contribution assumption: employee only about $610,281 at 4% or $406,854 at 6%; with 50% employer match about $406,854 at 4% or $271,236 at 6%; with 100% employer match about $305,141 at 4% or $203,427 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$1,753,221$158,553$19,819iApproximate average salary by contribution assumption: employee only about $495,478 at 4% or $330,319 at 6%; with 50% employer match about $330,319 at 4% or $220,213 at 6%; with 100% employer match about $247,739 at 4% or $165,159 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-5$472,299$36,737$7,347iApproximate average salary by contribution assumption: employee only about $183,685 at 4% or $122,457 at 6%; with 50% employer match about $122,457 at 4% or $81,638 at 6%; with 100% employer match about $91,843 at 4% or $61,228 at 6%.
200715$0$0-
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-5---
200617$362,345$34,871$4,982iApproximate average salary by contribution assumption: employee only about $124,539 at 4% or $83,026 at 6%; with 50% employer match about $83,026 at 4% or $55,351 at 6%; with 100% employer match about $62,270 at 4% or $41,513 at 6%.
Barlow Coughran Morales & Josephson, P.S. Cbe 401(K) Plan-7$362,345$34,871$4,982iApproximate average salary by contribution assumption: employee only about $124,539 at 4% or $83,026 at 6%; with 50% employer match about $83,026 at 4% or $55,351 at 6%; with 100% employer match about $62,270 at 4% or $41,513 at 6%.
200516$1,194,730$170,437$28,406iApproximate average salary by contribution assumption: employee only about $710,154 at 4% or $473,436 at 6%; with 50% employer match about $473,436 at 4% or $315,624 at 6%; with 100% employer match about $355,077 at 4% or $236,718 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-6$1,194,730$170,437$28,406iApproximate average salary by contribution assumption: employee only about $710,154 at 4% or $473,436 at 6%; with 50% employer match about $473,436 at 4% or $315,624 at 6%; with 100% employer match about $355,077 at 4% or $236,718 at 6%.
2004112$1,188,085$240,072$20,006iApproximate average salary by contribution assumption: employee only about $500,150 at 4% or $333,433 at 6%; with 50% employer match about $333,433 at 4% or $222,289 at 6%; with 100% employer match about $250,075 at 4% or $166,717 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$1,188,085$240,072$20,006iApproximate average salary by contribution assumption: employee only about $500,150 at 4% or $333,433 at 6%; with 50% employer match about $333,433 at 4% or $222,289 at 6%; with 100% employer match about $250,075 at 4% or $166,717 at 6%.
2003111$871,801$195,254$17,750iApproximate average salary by contribution assumption: employee only about $443,759 at 4% or $295,839 at 6%; with 50% employer match about $295,839 at 4% or $197,226 at 6%; with 100% employer match about $221,880 at 4% or $147,920 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-11$871,801$195,254$17,750iApproximate average salary by contribution assumption: employee only about $443,759 at 4% or $295,839 at 6%; with 50% employer match about $295,839 at 4% or $197,226 at 6%; with 100% employer match about $221,880 at 4% or $147,920 at 6%.
2002112$569,126$132,880$11,073iApproximate average salary by contribution assumption: employee only about $276,833 at 4% or $184,556 at 6%; with 50% employer match about $184,556 at 4% or $123,037 at 6%; with 100% employer match about $138,417 at 4% or $92,278 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-12$569,126$132,880$11,073iApproximate average salary by contribution assumption: employee only about $276,833 at 4% or $184,556 at 6%; with 50% employer match about $184,556 at 4% or $123,037 at 6%; with 100% employer match about $138,417 at 4% or $92,278 at 6%.
200119$527,365$81,567$9,063iApproximate average salary by contribution assumption: employee only about $226,575 at 4% or $151,050 at 6%; with 50% employer match about $151,050 at 4% or $100,700 at 6%; with 100% employer match about $113,288 at 4% or $75,525 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-9$527,365$81,567$9,063iApproximate average salary by contribution assumption: employee only about $226,575 at 4% or $151,050 at 6%; with 50% employer match about $151,050 at 4% or $100,700 at 6%; with 100% employer match about $113,288 at 4% or $75,525 at 6%.
200017$486,965$62,854$8,979iApproximate average salary by contribution assumption: employee only about $224,479 at 4% or $149,652 at 6%; with 50% employer match about $149,652 at 4% or $99,768 at 6%; with 100% employer match about $112,239 at 4% or $74,826 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-7$486,965$62,854$8,979iApproximate average salary by contribution assumption: employee only about $224,479 at 4% or $149,652 at 6%; with 50% employer match about $149,652 at 4% or $99,768 at 6%; with 100% employer match about $112,239 at 4% or $74,826 at 6%.
199918$449,539$81,604$10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%.
Donaldson, Kiel & Mckenzie, P.S. Profit Sharing Plan-8$449,539$81,604$10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%.