Bartlett Management Inc.
Plan context: Bartlett Management Inc 401(K) Profit Sharing Plan and Trust
EIN 04-2903127 • Nashua, NH • 42 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$11,105,448
2025 Contributions
$385,464
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $11,105,448 | $385,464 | $27,533iApproximate average salary by contribution assumption: employee only about $688,329 at 4% or $458,886 at 6%; with 50% employer match about $458,886 at 4% or $305,924 at 6%; with 100% employer match about $344,164 at 4% or $229,443 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 14 | $11,105,448 | $385,464 | $27,533iApproximate average salary by contribution assumption: employee only about $688,329 at 4% or $458,886 at 6%; with 50% employer match about $458,886 at 4% or $305,924 at 6%; with 100% employer match about $344,164 at 4% or $229,443 at 6%. |
| 2024 | 1 | 14 | $12,195,001 | $372,053 | $26,575iApproximate average salary by contribution assumption: employee only about $664,380 at 4% or $442,920 at 6%; with 50% employer match about $442,920 at 4% or $295,280 at 6%; with 100% employer match about $332,190 at 4% or $221,460 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 14 | $12,195,001 | $372,053 | $26,575iApproximate average salary by contribution assumption: employee only about $664,380 at 4% or $442,920 at 6%; with 50% employer match about $442,920 at 4% or $295,280 at 6%; with 100% employer match about $332,190 at 4% or $221,460 at 6%. |
| 2023 | 1 | 17 | $11,070,722 | $355,264 | $20,898iApproximate average salary by contribution assumption: employee only about $522,447 at 4% or $348,298 at 6%; with 50% employer match about $348,298 at 4% or $232,199 at 6%; with 100% employer match about $261,224 at 4% or $174,149 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 17 | $11,070,722 | $355,264 | $20,898iApproximate average salary by contribution assumption: employee only about $522,447 at 4% or $348,298 at 6%; with 50% employer match about $348,298 at 4% or $232,199 at 6%; with 100% employer match about $261,224 at 4% or $174,149 at 6%. |
| 2022 | 1 | 18 | $9,786,855 | $362,049 | $20,114iApproximate average salary by contribution assumption: employee only about $502,846 at 4% or $335,231 at 6%; with 50% employer match about $335,231 at 4% or $223,487 at 6%; with 100% employer match about $251,423 at 4% or $167,615 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $9,786,855 | $362,049 | $20,114iApproximate average salary by contribution assumption: employee only about $502,846 at 4% or $335,231 at 6%; with 50% employer match about $335,231 at 4% or $223,487 at 6%; with 100% employer match about $251,423 at 4% or $167,615 at 6%. |
| 2021 | 1 | 18 | $12,321,414 | $355,670 | $19,759iApproximate average salary by contribution assumption: employee only about $493,986 at 4% or $329,324 at 6%; with 50% employer match about $329,324 at 4% or $219,549 at 6%; with 100% employer match about $246,993 at 4% or $164,662 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $12,321,414 | $355,670 | $19,759iApproximate average salary by contribution assumption: employee only about $493,986 at 4% or $329,324 at 6%; with 50% employer match about $329,324 at 4% or $219,549 at 6%; with 100% employer match about $246,993 at 4% or $164,662 at 6%. |
| 2020 | 1 | 20 | $11,580,830 | $348,524 | $17,426iApproximate average salary by contribution assumption: employee only about $435,655 at 4% or $290,437 at 6%; with 50% employer match about $290,437 at 4% or $193,624 at 6%; with 100% employer match about $217,828 at 4% or $145,218 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 20 | $11,580,830 | $348,524 | $17,426iApproximate average salary by contribution assumption: employee only about $435,655 at 4% or $290,437 at 6%; with 50% employer match about $290,437 at 4% or $193,624 at 6%; with 100% employer match about $217,828 at 4% or $145,218 at 6%. |
| 2019 | 1 | 19 | $10,435,888 | $321,504 | $16,921iApproximate average salary by contribution assumption: employee only about $423,032 at 4% or $282,021 at 6%; with 50% employer match about $282,021 at 4% or $188,014 at 6%; with 100% employer match about $211,516 at 4% or $141,011 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 19 | $10,435,888 | $321,504 | $16,921iApproximate average salary by contribution assumption: employee only about $423,032 at 4% or $282,021 at 6%; with 50% employer match about $282,021 at 4% or $188,014 at 6%; with 100% employer match about $211,516 at 4% or $141,011 at 6%. |
| 2018 | 1 | 18 | $8,520,068 | $5,007,989 | $278,222iApproximate average salary by contribution assumption: employee only about $6,955,540 at 4% or $4,637,027 at 6%; with 50% employer match about $4,637,027 at 4% or $3,091,351 at 6%; with 100% employer match about $3,477,770 at 4% or $2,318,513 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $8,520,068 | $5,007,989 | $278,222iApproximate average salary by contribution assumption: employee only about $6,955,540 at 4% or $4,637,027 at 6%; with 50% employer match about $4,637,027 at 4% or $3,091,351 at 6%; with 100% employer match about $3,477,770 at 4% or $2,318,513 at 6%. |
| 2017 | 2 | 19 | $4,384,204 | $303,186 | $15,957iApproximate average salary by contribution assumption: employee only about $398,929 at 4% or $265,953 at 6%; with 50% employer match about $265,953 at 4% or $177,302 at 6%; with 100% employer match about $199,464 at 4% or $132,976 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 19 | $4,379,484 | $303,186 | $15,957iApproximate average salary by contribution assumption: employee only about $398,929 at 4% or $265,953 at 6%; with 50% employer match about $265,953 at 4% or $177,302 at 6%; with 100% employer match about $199,464 at 4% or $132,976 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 12 | $4,720 | - | - |
| 2016 | 2 | 17 | $13,259,276 | $324,125 | $19,066iApproximate average salary by contribution assumption: employee only about $476,654 at 4% or $317,770 at 6%; with 50% employer match about $317,770 at 4% or $211,846 at 6%; with 100% employer match about $238,327 at 4% or $158,885 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 13 | $9,801,211 | $0 | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 17 | $3,458,065 | $324,125 | $19,066iApproximate average salary by contribution assumption: employee only about $476,654 at 4% or $317,770 at 6%; with 50% employer match about $317,770 at 4% or $211,846 at 6%; with 100% employer match about $238,327 at 4% or $158,885 at 6%. |
| 2015 | 2 | 19 | $12,770,689 | $349,385 | $18,389iApproximate average salary by contribution assumption: employee only about $459,717 at 4% or $306,478 at 6%; with 50% employer match about $306,478 at 4% or $204,319 at 6%; with 100% employer match about $229,859 at 4% or $153,239 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 13 | $9,480,112 | - | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 19 | $3,290,577 | $349,385 | $18,389iApproximate average salary by contribution assumption: employee only about $459,717 at 4% or $306,478 at 6%; with 50% employer match about $306,478 at 4% or $204,319 at 6%; with 100% employer match about $229,859 at 4% or $153,239 at 6%. |
| 2014 | 2 | 18 | $12,926,563 | $374,387 | $20,799iApproximate average salary by contribution assumption: employee only about $519,982 at 4% or $346,655 at 6%; with 50% employer match about $346,655 at 4% or $231,103 at 6%; with 100% employer match about $259,991 at 4% or $173,327 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $9,611,256 | $0 | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $3,315,307 | $374,387 | $20,799iApproximate average salary by contribution assumption: employee only about $519,982 at 4% or $346,655 at 6%; with 50% employer match about $346,655 at 4% or $231,103 at 6%; with 100% employer match about $259,991 at 4% or $173,327 at 6%. |
| 2013 | 2 | 18 | $12,047,753 | $378,936 | $21,052iApproximate average salary by contribution assumption: employee only about $526,300 at 4% or $350,867 at 6%; with 50% employer match about $350,867 at 4% or $233,911 at 6%; with 100% employer match about $263,150 at 4% or $175,433 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $9,219,041 | $0 | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $2,828,712 | $378,936 | $21,052iApproximate average salary by contribution assumption: employee only about $526,300 at 4% or $350,867 at 6%; with 50% employer match about $350,867 at 4% or $233,911 at 6%; with 100% employer match about $263,150 at 4% or $175,433 at 6%. |
| 2012 | 2 | 18 | $10,053,097 | $343,802 | $19,100iApproximate average salary by contribution assumption: employee only about $477,503 at 4% or $318,335 at 6%; with 50% employer match about $318,335 at 4% or $212,223 at 6%; with 100% employer match about $238,751 at 4% or $159,168 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $7,958,033 | $0 | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $2,095,064 | $343,802 | $19,100iApproximate average salary by contribution assumption: employee only about $477,503 at 4% or $318,335 at 6%; with 50% employer match about $318,335 at 4% or $212,223 at 6%; with 100% employer match about $238,751 at 4% or $159,168 at 6%. |
| 2011 | 2 | 19 | $8,791,637 | $348,471 | $18,341iApproximate average salary by contribution assumption: employee only about $458,514 at 4% or $305,676 at 6%; with 50% employer match about $305,676 at 4% or $203,784 at 6%; with 100% employer match about $229,257 at 4% or $152,838 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $7,227,163 | - | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 19 | $1,564,474 | $348,471 | $18,341iApproximate average salary by contribution assumption: employee only about $458,514 at 4% or $305,676 at 6%; with 50% employer match about $305,676 at 4% or $203,784 at 6%; with 100% employer match about $229,257 at 4% or $152,838 at 6%. |
| 2010 | 2 | 18 | $8,160,382 | $361,593 | $20,089iApproximate average salary by contribution assumption: employee only about $502,213 at 4% or $334,808 at 6%; with 50% employer match about $334,808 at 4% or $223,206 at 6%; with 100% employer match about $251,106 at 4% or $167,404 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $6,914,073 | - | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 18 | $1,246,309 | $361,593 | $20,089iApproximate average salary by contribution assumption: employee only about $502,213 at 4% or $334,808 at 6%; with 50% employer match about $334,808 at 4% or $223,206 at 6%; with 100% employer match about $251,106 at 4% or $167,404 at 6%. |
| 2009 | 3 | 16 | $7,211,273 | $323,931 | $20,246iApproximate average salary by contribution assumption: employee only about $506,142 at 4% or $337,428 at 6%; with 50% employer match about $337,428 at 4% or $224,952 at 6%; with 100% employer match about $253,071 at 4% or $168,714 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $6,455,053 | - | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 16 | $756,220 | $323,931 | $20,246iApproximate average salary by contribution assumption: employee only about $506,142 at 4% or $337,428 at 6%; with 50% employer match about $337,428 at 4% or $224,952 at 6%; with 100% employer match about $253,071 at 4% or $168,714 at 6%. |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | - | - | - | - |
| 2008 | 1 | 14 | $5,431,826 | $0 | - |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $5,431,826 | - | - |
| 2007 | 2 | 14 | $7,267,904 | $0 | - |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $7,267,904 | - | - |
| Bartlett Management Inc 401(K) Profit Sharing Plan and Trust | - | 14 | - | - | - |
| 2006 | 1 | 14 | $6,463,416 | $260,382 | $18,599iApproximate average salary by contribution assumption: employee only about $464,968 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,652 at 6%; with 100% employer match about $232,484 at 4% or $154,989 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $6,463,416 | $260,382 | $18,599iApproximate average salary by contribution assumption: employee only about $464,968 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,652 at 6%; with 100% employer match about $232,484 at 4% or $154,989 at 6%. |
| 2005 | 1 | 14 | $5,803,357 | $256,244 | $18,303iApproximate average salary by contribution assumption: employee only about $457,579 at 4% or $305,052 at 6%; with 50% employer match about $305,052 at 4% or $203,368 at 6%; with 100% employer match about $228,789 at 4% or $152,526 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 14 | $5,803,357 | $256,244 | $18,303iApproximate average salary by contribution assumption: employee only about $457,579 at 4% or $305,052 at 6%; with 50% employer match about $305,052 at 4% or $203,368 at 6%; with 100% employer match about $228,789 at 4% or $152,526 at 6%. |
| 2004 | 1 | 13 | $5,532,388 | $248,092 | $19,084iApproximate average salary by contribution assumption: employee only about $477,100 at 4% or $318,067 at 6%; with 50% employer match about $318,067 at 4% or $212,044 at 6%; with 100% employer match about $238,550 at 4% or $159,033 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 13 | $5,532,388 | $248,092 | $19,084iApproximate average salary by contribution assumption: employee only about $477,100 at 4% or $318,067 at 6%; with 50% employer match about $318,067 at 4% or $212,044 at 6%; with 100% employer match about $238,550 at 4% or $159,033 at 6%. |
| 2003 | 1 | 12 | $5,203,029 | $230,348 | $19,196iApproximate average salary by contribution assumption: employee only about $479,892 at 4% or $319,928 at 6%; with 50% employer match about $319,928 at 4% or $213,285 at 6%; with 100% employer match about $239,946 at 4% or $159,964 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 12 | $5,203,029 | $230,348 | $19,196iApproximate average salary by contribution assumption: employee only about $479,892 at 4% or $319,928 at 6%; with 50% employer match about $319,928 at 4% or $213,285 at 6%; with 100% employer match about $239,946 at 4% or $159,964 at 6%. |
| 2002 | 2 | 13 | $4,392,235 | $224,151 | $17,242iApproximate average salary by contribution assumption: employee only about $431,060 at 4% or $287,373 at 6%; with 50% employer match about $287,373 at 4% or $191,582 at 6%; with 100% employer match about $215,530 at 4% or $143,687 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 13 | $4,392,235 | $224,151 | $17,242iApproximate average salary by contribution assumption: employee only about $431,060 at 4% or $287,373 at 6%; with 50% employer match about $287,373 at 4% or $191,582 at 6%; with 100% employer match about $215,530 at 4% or $143,687 at 6%. |
| Bartlett Management Corporation Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 12 | $0 | $0 | - |
| Bartlett Management Corporation Money Purchase Plan | - | 12 | - | - | - |
| Bartlett Management Corporation Profit Sharing Plan | - | 12 | - | - | - |
| 2000 | 2 | 10 | $2,378,869 | $84,281 | $8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,468 at 6%; with 50% employer match about $140,468 at 4% or $93,646 at 6%; with 100% employer match about $105,351 at 4% or $70,234 at 6%. |
| Bartlett Management Corporation Money Purchase Plan | - | 10 | $2,378,869 | $84,281 | $8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,468 at 6%; with 50% employer match about $140,468 at 4% or $93,646 at 6%; with 100% employer match about $105,351 at 4% or $70,234 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 2 | 10 | $4,457,811 | $200,871 | $20,087iApproximate average salary by contribution assumption: employee only about $502,177 at 4% or $334,785 at 6%; with 50% employer match about $334,785 at 4% or $223,190 at 6%; with 100% employer match about $251,089 at 4% or $167,393 at 6%. |
| Bartlett Management Corporation Profit Sharing Plan | - | 10 | $2,371,324 | $118,324 | $11,832iApproximate average salary by contribution assumption: employee only about $295,810 at 4% or $197,207 at 6%; with 50% employer match about $197,207 at 4% or $131,471 at 6%; with 100% employer match about $147,905 at 4% or $98,603 at 6%. |
| Bartlett Management Corporation Money Purchase Plan | - | 10 | $2,086,487 | $82,547 | $8,255iApproximate average salary by contribution assumption: employee only about $206,368 at 4% or $137,578 at 6%; with 50% employer match about $137,578 at 4% or $91,719 at 6%; with 100% employer match about $103,184 at 4% or $68,789 at 6%. |