Barton Phelps & Associates
Plan context: Barton Phelps & Associates Profit Sharing Keogh
EIN 95-4052358 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$100,977
2002 Contributions
$7,488
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Barton Phelps & Associates Profit Sharing Keogh | - | 0 | - | - | - |
| 2001 | 1 | 3 | $100,977 | $7,488 | $2,496iApproximate average salary by contribution assumption: employee only about $62,400 at 4% or $41,600 at 6%; with 50% employer match about $41,600 at 4% or $27,733 at 6%; with 100% employer match about $31,200 at 4% or $20,800 at 6%. |
| Barton Phelps & Associates Profit Sharing Keogh | - | 3 | $100,977 | $7,488 | $2,496iApproximate average salary by contribution assumption: employee only about $62,400 at 4% or $41,600 at 6%; with 50% employer match about $41,600 at 4% or $27,733 at 6%; with 100% employer match about $31,200 at 4% or $20,800 at 6%. |
| 2000 | 1 | 2 | $113,107 | $4,713 | $2,357iApproximate average salary by contribution assumption: employee only about $58,913 at 4% or $39,275 at 6%; with 50% employer match about $39,275 at 4% or $26,183 at 6%; with 100% employer match about $29,456 at 4% or $19,638 at 6%. |
| Barton Phelps & Associates Profit Sharing Keogh | - | 2 | $113,107 | $4,713 | $2,357iApproximate average salary by contribution assumption: employee only about $58,913 at 4% or $39,275 at 6%; with 50% employer match about $39,275 at 4% or $26,183 at 6%; with 100% employer match about $29,456 at 4% or $19,638 at 6%. |
| 1999 | 1 | 2 | $97,553 | $7,958 | $3,979iApproximate average salary by contribution assumption: employee only about $99,475 at 4% or $66,317 at 6%; with 50% employer match about $66,317 at 4% or $44,211 at 6%; with 100% employer match about $49,738 at 4% or $33,158 at 6%. |
| Barton Phelps & Associates Profit Sharing Keogh | - | 2 | $97,553 | $7,958 | $3,979iApproximate average salary by contribution assumption: employee only about $99,475 at 4% or $66,317 at 6%; with 50% employer match about $66,317 at 4% or $44,211 at 6%; with 100% employer match about $49,738 at 4% or $33,158 at 6%. |