Civic Intelligence

Philip L. Barry, M.D. Inc.

Plan context: PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST

EIN 95-3173076 • Thousand Oaks, CA • 10 filings • 4 plans

1336 Moorpark Road #328Thousand Oaks, CA 91360-5224
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$44,910

2015 Contributions

$53,720

Historical Graphs

Total Assets Over Time

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

$1,687,333$843,667$0199920112014YearValue
$44,910Latest year 2014

Participants Over Time

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

1050199920102014YearValue
3Latest year 2014

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
201510$0$0-
PHILIP L BARRY MD INC 401(K) PROFIT SHARING PLAN AND TRUST-0$0$0-
201413$44,910$53,720$17,907iApproximate average salary by contribution assumption: employee only about $447,667 at 4% or $298,444 at 6%; with 50% employer match about $298,444 at 4% or $198,963 at 6%; with 100% employer match about $223,833 at 4% or $149,222 at 6%.
PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST-3$44,910$53,720$17,907iApproximate average salary by contribution assumption: employee only about $447,667 at 4% or $298,444 at 6%; with 50% employer match about $298,444 at 4% or $198,963 at 6%; with 100% employer match about $223,833 at 4% or $149,222 at 6%.
201316$868,488$56,733$9,456iApproximate average salary by contribution assumption: employee only about $236,388 at 4% or $157,592 at 6%; with 50% employer match about $157,592 at 4% or $105,061 at 6%; with 100% employer match about $118,194 at 4% or $78,796 at 6%.
PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST-6$868,488$56,733$9,456iApproximate average salary by contribution assumption: employee only about $236,388 at 4% or $157,592 at 6%; with 50% employer match about $157,592 at 4% or $105,061 at 6%; with 100% employer match about $118,194 at 4% or $78,796 at 6%.
201216$700,062$56,069$9,345iApproximate average salary by contribution assumption: employee only about $233,621 at 4% or $155,747 at 6%; with 50% employer match about $155,747 at 4% or $103,831 at 6%; with 100% employer match about $116,810 at 4% or $77,874 at 6%.
PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST-6$700,062$56,069$9,345iApproximate average salary by contribution assumption: employee only about $233,621 at 4% or $155,747 at 6%; with 50% employer match about $155,747 at 4% or $103,831 at 6%; with 100% employer match about $116,810 at 4% or $77,874 at 6%.
201116$571,254$54,572$9,095iApproximate average salary by contribution assumption: employee only about $227,383 at 4% or $151,589 at 6%; with 50% employer match about $151,589 at 4% or $101,059 at 6%; with 100% employer match about $113,692 at 4% or $75,794 at 6%.
PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST-6$571,254$54,572$9,095iApproximate average salary by contribution assumption: employee only about $227,383 at 4% or $151,589 at 6%; with 50% employer match about $151,589 at 4% or $101,059 at 6%; with 100% employer match about $113,692 at 4% or $75,794 at 6%.
201016$509,752$58,778$9,796iApproximate average salary by contribution assumption: employee only about $244,908 at 4% or $163,272 at 6%; with 50% employer match about $163,272 at 4% or $108,848 at 6%; with 100% employer match about $122,454 at 4% or $81,636 at 6%.
PHILIP L BARRY MD INC 401 K PROFIT SHARING PLAN TRUST-6$509,752$58,778$9,796iApproximate average salary by contribution assumption: employee only about $244,908 at 4% or $163,272 at 6%; with 50% employer match about $163,272 at 4% or $108,848 at 6%; with 100% employer match about $122,454 at 4% or $81,636 at 6%.
2009110$495,690$70,200$7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%.
PHILIP L. BARRY, M.D., INC. 401 K PROFIT SHARING PLAN TRUST-10$495,690$70,200$7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%.
200117$0$0-
Philip L. Barry, M.D. Inc. Defined Benefit Pension Plan-7---
200017$0$0-
Philip L. Barry, M.D. Inc. Defined Benefit Pension Plan-7---
199917$1,687,333$39,759$5,680iApproximate average salary by contribution assumption: employee only about $141,996 at 4% or $94,664 at 6%; with 50% employer match about $94,664 at 4% or $63,110 at 6%; with 100% employer match about $70,998 at 4% or $47,332 at 6%.
Philip L. Barry, M.D. Inc. Defined Benefit Pension Plan-7$1,687,333$39,759$5,680iApproximate average salary by contribution assumption: employee only about $141,996 at 4% or $94,664 at 6%; with 50% employer match about $94,664 at 4% or $63,110 at 6%; with 100% employer match about $70,998 at 4% or $47,332 at 6%.