Civic Intelligence

Barber Insurance Agency

Plan context: Barber Insurance Agency 401K Plan

EIN 94-2704409 • Santa Rosa, CA • 8 filings • 2 plans

620 College AvenueSanta Rosa, CA 95404
Current Snapshot

Latest Year

2009

2009 Participants

9

2009 Assets

$952,077

2009 Contributions

$60,087

Historical Graphs

Total Assets Over Time

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

$996,701$498,351$0200220062009YearValue
$952,077Latest year 2009

Participants Over Time

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

1050200220062009YearValue
9Latest year 2009

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
200919$952,077$60,087$6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%.
Barber Insurance Agency 401K Plan-9$952,077$60,087$6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%.
200818$763,877$71,568$8,946iApproximate average salary by contribution assumption: employee only about $223,650 at 4% or $149,100 at 6%; with 50% employer match about $149,100 at 4% or $99,400 at 6%; with 100% employer match about $111,825 at 4% or $74,550 at 6%.
Barber Insurance Agency 401K Plan-8$763,877$71,568$8,946iApproximate average salary by contribution assumption: employee only about $223,650 at 4% or $149,100 at 6%; with 50% employer match about $149,100 at 4% or $99,400 at 6%; with 100% employer match about $111,825 at 4% or $74,550 at 6%.
200718$996,701$72,686$9,086iApproximate average salary by contribution assumption: employee only about $227,144 at 4% or $151,429 at 6%; with 50% employer match about $151,429 at 4% or $100,953 at 6%; with 100% employer match about $113,572 at 4% or $75,715 at 6%.
Barber Insurance Agency 401K Plan-8$996,701$72,686$9,086iApproximate average salary by contribution assumption: employee only about $227,144 at 4% or $151,429 at 6%; with 50% employer match about $151,429 at 4% or $100,953 at 6%; with 100% employer match about $113,572 at 4% or $75,715 at 6%.
200618$881,863$77,126$9,641iApproximate average salary by contribution assumption: employee only about $241,019 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,340 at 6%.
Barber Insurance Agency 401K Plan-8$881,863$77,126$9,641iApproximate average salary by contribution assumption: employee only about $241,019 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,340 at 6%.
200519$715,741$57,500$6,389iApproximate average salary by contribution assumption: employee only about $159,722 at 4% or $106,481 at 6%; with 50% employer match about $106,481 at 4% or $70,988 at 6%; with 100% employer match about $79,861 at 4% or $53,241 at 6%.
Barber Insurance Agency 401K Plan-9$715,741$57,500$6,389iApproximate average salary by contribution assumption: employee only about $159,722 at 4% or $106,481 at 6%; with 50% employer match about $106,481 at 4% or $70,988 at 6%; with 100% employer match about $79,861 at 4% or $53,241 at 6%.
200418$626,797$72,870$9,109iApproximate average salary by contribution assumption: employee only about $227,719 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%.
Barber Insurance Agency 401K Plan-8$626,797$72,870$9,109iApproximate average salary by contribution assumption: employee only about $227,719 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%.
2003110$493,933$64,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
Barber Insurance Agency 401K Plan-10$493,933$64,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
200219$323,978$375,519$41,724iApproximate average salary by contribution assumption: employee only about $1,043,108 at 4% or $695,406 at 6%; with 50% employer match about $695,406 at 4% or $463,604 at 6%; with 100% employer match about $521,554 at 4% or $347,703 at 6%.
Barber Insurance Agency 401K Plan-9$323,978$375,519$41,724iApproximate average salary by contribution assumption: employee only about $1,043,108 at 4% or $695,406 at 6%; with 50% employer match about $695,406 at 4% or $463,604 at 6%; with 100% employer match about $521,554 at 4% or $347,703 at 6%.