Civic Intelligence

Bartel Associates LLC

Plan context: Bartel Associates 401(K) and Profit Sharing Plan

EIN 02-0701578 • San Mateo, CA • 16 filings • 2 plans

411 Borel Ave. Suite 101San Mateo, CA 94402
Current Snapshot

Latest Year

2022

2022 Participants

23

2022 Assets

$7,771,390

2022 Contributions

$281,664

Historical Graphs

Total Assets Over Time

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

$7,771,390$3,885,695$0200820152021YearValue
$7,771,390Latest year 2021

Participants Over Time

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

23120200720142021YearValue
23Latest year 2021

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
202210$0$281,664-
Bartel Associates 401(K) and Profit Sharing Plan-0-$281,664-
2021123$7,771,390$408,457$17,759iApproximate average salary by contribution assumption: employee only about $443,975 at 4% or $295,983 at 6%; with 50% employer match about $295,983 at 4% or $197,322 at 6%; with 100% employer match about $221,988 at 4% or $147,992 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-23$7,771,390$408,457$17,759iApproximate average salary by contribution assumption: employee only about $443,975 at 4% or $295,983 at 6%; with 50% employer match about $295,983 at 4% or $197,322 at 6%; with 100% employer match about $221,988 at 4% or $147,992 at 6%.
2020123$6,582,167$392,806$17,079iApproximate average salary by contribution assumption: employee only about $426,963 at 4% or $284,642 at 6%; with 50% employer match about $284,642 at 4% or $189,761 at 6%; with 100% employer match about $213,482 at 4% or $142,321 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-23$6,582,167$392,806$17,079iApproximate average salary by contribution assumption: employee only about $426,963 at 4% or $284,642 at 6%; with 50% employer match about $284,642 at 4% or $189,761 at 6%; with 100% employer match about $213,482 at 4% or $142,321 at 6%.
2019120$5,384,833$389,416$19,471iApproximate average salary by contribution assumption: employee only about $486,770 at 4% or $324,513 at 6%; with 50% employer match about $324,513 at 4% or $216,342 at 6%; with 100% employer match about $243,385 at 4% or $162,257 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-20$5,384,833$389,416$19,471iApproximate average salary by contribution assumption: employee only about $486,770 at 4% or $324,513 at 6%; with 50% employer match about $324,513 at 4% or $216,342 at 6%; with 100% employer match about $243,385 at 4% or $162,257 at 6%.
2018122$4,110,173$369,539$16,797iApproximate average salary by contribution assumption: employee only about $419,931 at 4% or $279,954 at 6%; with 50% employer match about $279,954 at 4% or $186,636 at 6%; with 100% employer match about $209,965 at 4% or $139,977 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-22$4,110,173$369,539$16,797iApproximate average salary by contribution assumption: employee only about $419,931 at 4% or $279,954 at 6%; with 50% employer match about $279,954 at 4% or $186,636 at 6%; with 100% employer match about $209,965 at 4% or $139,977 at 6%.
2017121$3,984,203$362,399$17,257iApproximate average salary by contribution assumption: employee only about $431,427 at 4% or $287,618 at 6%; with 50% employer match about $287,618 at 4% or $191,746 at 6%; with 100% employer match about $215,714 at 4% or $143,809 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-21$3,984,203$362,399$17,257iApproximate average salary by contribution assumption: employee only about $431,427 at 4% or $287,618 at 6%; with 50% employer match about $287,618 at 4% or $191,746 at 6%; with 100% employer match about $215,714 at 4% or $143,809 at 6%.
2016119$3,113,900$351,799$18,516iApproximate average salary by contribution assumption: employee only about $462,893 at 4% or $308,596 at 6%; with 50% employer match about $308,596 at 4% or $205,730 at 6%; with 100% employer match about $231,447 at 4% or $154,298 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-19$3,113,900$351,799$18,516iApproximate average salary by contribution assumption: employee only about $462,893 at 4% or $308,596 at 6%; with 50% employer match about $308,596 at 4% or $205,730 at 6%; with 100% employer match about $231,447 at 4% or $154,298 at 6%.
2015121$2,588,940$329,917$15,710iApproximate average salary by contribution assumption: employee only about $392,758 at 4% or $261,839 at 6%; with 50% employer match about $261,839 at 4% or $174,559 at 6%; with 100% employer match about $196,379 at 4% or $130,919 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-21$2,588,940$329,917$15,710iApproximate average salary by contribution assumption: employee only about $392,758 at 4% or $261,839 at 6%; with 50% employer match about $261,839 at 4% or $174,559 at 6%; with 100% employer match about $196,379 at 4% or $130,919 at 6%.
2014118$2,244,000$307,772$17,098iApproximate average salary by contribution assumption: employee only about $427,461 at 4% or $284,974 at 6%; with 50% employer match about $284,974 at 4% or $189,983 at 6%; with 100% employer match about $213,731 at 4% or $142,487 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-18$2,244,000$307,772$17,098iApproximate average salary by contribution assumption: employee only about $427,461 at 4% or $284,974 at 6%; with 50% employer match about $284,974 at 4% or $189,983 at 6%; with 100% employer match about $213,731 at 4% or $142,487 at 6%.
2013118$1,898,392$292,877$16,271iApproximate average salary by contribution assumption: employee only about $406,774 at 4% or $271,182 at 6%; with 50% employer match about $271,182 at 4% or $180,788 at 6%; with 100% employer match about $203,387 at 4% or $135,591 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-18$1,898,392$292,877$16,271iApproximate average salary by contribution assumption: employee only about $406,774 at 4% or $271,182 at 6%; with 50% employer match about $271,182 at 4% or $180,788 at 6%; with 100% employer match about $203,387 at 4% or $135,591 at 6%.
2012119$1,360,666$300,412$15,811iApproximate average salary by contribution assumption: employee only about $395,279 at 4% or $263,519 at 6%; with 50% employer match about $263,519 at 4% or $175,680 at 6%; with 100% employer match about $197,639 at 4% or $131,760 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-19$1,360,666$300,412$15,811iApproximate average salary by contribution assumption: employee only about $395,279 at 4% or $263,519 at 6%; with 50% employer match about $263,519 at 4% or $175,680 at 6%; with 100% employer match about $197,639 at 4% or $131,760 at 6%.
2011118$986,766$224,498$12,472iApproximate average salary by contribution assumption: employee only about $311,803 at 4% or $207,869 at 6%; with 50% employer match about $207,869 at 4% or $138,579 at 6%; with 100% employer match about $155,901 at 4% or $103,934 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-18$986,766$224,498$12,472iApproximate average salary by contribution assumption: employee only about $311,803 at 4% or $207,869 at 6%; with 50% employer match about $207,869 at 4% or $138,579 at 6%; with 100% employer match about $155,901 at 4% or $103,934 at 6%.
2010117$781,772$226,822$13,342iApproximate average salary by contribution assumption: employee only about $333,562 at 4% or $222,375 at 6%; with 50% employer match about $222,375 at 4% or $148,250 at 6%; with 100% employer match about $166,781 at 4% or $111,187 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-17$781,772$226,822$13,342iApproximate average salary by contribution assumption: employee only about $333,562 at 4% or $222,375 at 6%; with 50% employer match about $222,375 at 4% or $148,250 at 6%; with 100% employer match about $166,781 at 4% or $111,187 at 6%.
2009116$484,256$207,052$12,941iApproximate average salary by contribution assumption: employee only about $323,519 at 4% or $215,679 at 6%; with 50% employer match about $215,679 at 4% or $143,786 at 6%; with 100% employer match about $161,759 at 4% or $107,840 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-16$484,256$207,052$12,941iApproximate average salary by contribution assumption: employee only about $323,519 at 4% or $215,679 at 6%; with 50% employer match about $215,679 at 4% or $143,786 at 6%; with 100% employer match about $161,759 at 4% or $107,840 at 6%.
2008119$200,748$240,893$12,679iApproximate average salary by contribution assumption: employee only about $316,964 at 4% or $211,310 at 6%; with 50% employer match about $211,310 at 4% or $140,873 at 6%; with 100% employer match about $158,482 at 4% or $105,655 at 6%.
Bartel Associates 401(K) and Profit Sharing Plan-19$200,748$240,893$12,679iApproximate average salary by contribution assumption: employee only about $316,964 at 4% or $211,310 at 6%; with 50% employer match about $211,310 at 4% or $140,873 at 6%; with 100% employer match about $158,482 at 4% or $105,655 at 6%.
2007115$0$0-
Bartel Associates 401(K) and Profit Sharing Plan-15---