Civic Intelligence

Gregory D. Barton CPA & Associates Inc.

Plan context: Gregory D. Barton CPA & Associates Inc. 401(K) Plan

EIN 95-4770856 • Palm Springs, CA • 17 filings • 2 plans

777 E. Tahquitz Canyon Way, Suite 3Palm Springs, CA 92262
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$681,903

2024 Contributions

$147,897

Historical Graphs

Total Assets Over Time

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

$681,903$340,952$0200920172024YearValue
$681,903Latest year 2024

Participants Over Time

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

1890200820162024YearValue
17Latest 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
2024117$681,903$147,897$8,700iApproximate average salary by contribution assumption: employee only about $217,496 at 4% or $144,997 at 6%; with 50% employer match about $144,997 at 4% or $96,665 at 6%; with 100% employer match about $108,748 at 4% or $72,499 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-17$681,903$147,897$8,700iApproximate average salary by contribution assumption: employee only about $217,496 at 4% or $144,997 at 6%; with 50% employer match about $144,997 at 4% or $96,665 at 6%; with 100% employer match about $108,748 at 4% or $72,499 at 6%.
2023118$556,596$150,973$8,387iApproximate average salary by contribution assumption: employee only about $209,685 at 4% or $139,790 at 6%; with 50% employer match about $139,790 at 4% or $93,193 at 6%; with 100% employer match about $104,842 at 4% or $69,895 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-18$556,596$150,973$8,387iApproximate average salary by contribution assumption: employee only about $209,685 at 4% or $139,790 at 6%; with 50% employer match about $139,790 at 4% or $93,193 at 6%; with 100% employer match about $104,842 at 4% or $69,895 at 6%.
2022117$379,556$134,100$7,888iApproximate average salary by contribution assumption: employee only about $197,206 at 4% or $131,471 at 6%; with 50% employer match about $131,471 at 4% or $87,647 at 6%; with 100% employer match about $98,603 at 4% or $65,735 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-17$379,556$134,100$7,888iApproximate average salary by contribution assumption: employee only about $197,206 at 4% or $131,471 at 6%; with 50% employer match about $131,471 at 4% or $87,647 at 6%; with 100% employer match about $98,603 at 4% or $65,735 at 6%.
2021113$327,234$52,688$4,053iApproximate average salary by contribution assumption: employee only about $101,323 at 4% or $67,549 at 6%; with 50% employer match about $67,549 at 4% or $45,032 at 6%; with 100% employer match about $50,662 at 4% or $33,774 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-13$327,234$52,688$4,053iApproximate average salary by contribution assumption: employee only about $101,323 at 4% or $67,549 at 6%; with 50% employer match about $67,549 at 4% or $45,032 at 6%; with 100% employer match about $50,662 at 4% or $33,774 at 6%.
2020113$269,239$114,169$8,782iApproximate average salary by contribution assumption: employee only about $219,556 at 4% or $146,371 at 6%; with 50% employer match about $146,371 at 4% or $97,580 at 6%; with 100% employer match about $109,778 at 4% or $73,185 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-13$269,239$114,169$8,782iApproximate average salary by contribution assumption: employee only about $219,556 at 4% or $146,371 at 6%; with 50% employer match about $146,371 at 4% or $97,580 at 6%; with 100% employer match about $109,778 at 4% or $73,185 at 6%.
2019112$366,874$24,744$2,062iApproximate average salary by contribution assumption: employee only about $51,550 at 4% or $34,367 at 6%; with 50% employer match about $34,367 at 4% or $22,911 at 6%; with 100% employer match about $25,775 at 4% or $17,183 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-12$366,874$24,744$2,062iApproximate average salary by contribution assumption: employee only about $51,550 at 4% or $34,367 at 6%; with 50% employer match about $34,367 at 4% or $22,911 at 6%; with 100% employer match about $25,775 at 4% or $17,183 at 6%.
201817$326,352$0-
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-7$326,352--
201719$339,887$28,013$3,113iApproximate average salary by contribution assumption: employee only about $77,814 at 4% or $51,876 at 6%; with 50% employer match about $51,876 at 4% or $34,584 at 6%; with 100% employer match about $38,907 at 4% or $25,938 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-9$339,887$28,013$3,113iApproximate average salary by contribution assumption: employee only about $77,814 at 4% or $51,876 at 6%; with 50% employer match about $51,876 at 4% or $34,584 at 6%; with 100% employer match about $38,907 at 4% or $25,938 at 6%.
201618$289,830$28,740$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,917 at 6%; with 100% employer match about $44,906 at 4% or $29,938 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-8$289,830$28,740$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,917 at 6%; with 100% employer match about $44,906 at 4% or $29,938 at 6%.
201512$240,919$28,093$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-2$240,919$28,093$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
201412$223,653$27,737$13,869iApproximate average salary by contribution assumption: employee only about $346,713 at 4% or $231,142 at 6%; with 50% employer match about $231,142 at 4% or $154,094 at 6%; with 100% employer match about $173,356 at 4% or $115,571 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-2$223,653$27,737$13,869iApproximate average salary by contribution assumption: employee only about $346,713 at 4% or $231,142 at 6%; with 50% employer match about $231,142 at 4% or $154,094 at 6%; with 100% employer match about $173,356 at 4% or $115,571 at 6%.
201313$186,785$28,490$9,497iApproximate average salary by contribution assumption: employee only about $237,417 at 4% or $158,278 at 6%; with 50% employer match about $158,278 at 4% or $105,519 at 6%; with 100% employer match about $118,708 at 4% or $79,139 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-3$186,785$28,490$9,497iApproximate average salary by contribution assumption: employee only about $237,417 at 4% or $158,278 at 6%; with 50% employer match about $158,278 at 4% or $105,519 at 6%; with 100% employer match about $118,708 at 4% or $79,139 at 6%.
201213$155,068$14,454$4,818iApproximate average salary by contribution assumption: employee only about $120,450 at 4% or $80,300 at 6%; with 50% employer match about $80,300 at 4% or $53,533 at 6%; with 100% employer match about $60,225 at 4% or $40,150 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-3$155,068$14,454$4,818iApproximate average salary by contribution assumption: employee only about $120,450 at 4% or $80,300 at 6%; with 50% employer match about $80,300 at 4% or $53,533 at 6%; with 100% employer match about $60,225 at 4% or $40,150 at 6%.
201114$151,421$19,707$4,927iApproximate average salary by contribution assumption: employee only about $123,169 at 4% or $82,113 at 6%; with 50% employer match about $82,113 at 4% or $54,742 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-4$151,421$19,707$4,927iApproximate average salary by contribution assumption: employee only about $123,169 at 4% or $82,113 at 6%; with 50% employer match about $82,113 at 4% or $54,742 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
201013$143,531$12,706$4,235iApproximate average salary by contribution assumption: employee only about $105,883 at 4% or $70,589 at 6%; with 50% employer match about $70,589 at 4% or $47,059 at 6%; with 100% employer match about $52,942 at 4% or $35,294 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-3$143,531$12,706$4,235iApproximate average salary by contribution assumption: employee only about $105,883 at 4% or $70,589 at 6%; with 50% employer match about $70,589 at 4% or $47,059 at 6%; with 100% employer match about $52,942 at 4% or $35,294 at 6%.
200913$117,719$16,010$5,337iApproximate average salary by contribution assumption: employee only about $133,417 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%.
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-3$117,719$16,010$5,337iApproximate average salary by contribution assumption: employee only about $133,417 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%.
200813$0$0-
Gregory D. Barton CPA & Associates Inc. 401(K) Plan-3---