Lerner/Ladds Bartels Inc.
Plan context: Lerner/Ladds Bartels Inc. 401K Plan
EIN 05-0470535 • Pawtucket, RI • 22 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
34
2025 Assets
$4,095,974
2025 Contributions
$227,687
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 | 34 | $4,095,974 | $227,687 | $6,697iApproximate average salary by contribution assumption: employee only about $167,417 at 4% or $111,611 at 6%; with 50% employer match about $111,611 at 4% or $74,408 at 6%; with 100% employer match about $83,708 at 4% or $55,806 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 34 | $4,095,974 | $227,687 | $6,697iApproximate average salary by contribution assumption: employee only about $167,417 at 4% or $111,611 at 6%; with 50% employer match about $111,611 at 4% or $74,408 at 6%; with 100% employer match about $83,708 at 4% or $55,806 at 6%. |
| 2024 | 1 | 40 | $3,406,693 | $287,005 | $7,175iApproximate average salary by contribution assumption: employee only about $179,378 at 4% or $119,585 at 6%; with 50% employer match about $119,585 at 4% or $79,724 at 6%; with 100% employer match about $89,689 at 4% or $59,793 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 40 | $3,406,693 | $287,005 | $7,175iApproximate average salary by contribution assumption: employee only about $179,378 at 4% or $119,585 at 6%; with 50% employer match about $119,585 at 4% or $79,724 at 6%; with 100% employer match about $89,689 at 4% or $59,793 at 6%. |
| 2023 | 1 | 45 | $4,867,519 | $276,773 | $6,151iApproximate average salary by contribution assumption: employee only about $153,763 at 4% or $102,509 at 6%; with 50% employer match about $102,509 at 4% or $68,339 at 6%; with 100% employer match about $76,881 at 4% or $51,254 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 45 | $4,867,519 | $276,773 | $6,151iApproximate average salary by contribution assumption: employee only about $153,763 at 4% or $102,509 at 6%; with 50% employer match about $102,509 at 4% or $68,339 at 6%; with 100% employer match about $76,881 at 4% or $51,254 at 6%. |
| 2022 | 1 | 46 | $3,997,454 | $158,370 | $3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,380 at 6%; with 50% employer match about $57,380 at 4% or $38,254 at 6%; with 100% employer match about $43,035 at 4% or $28,690 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 46 | $3,997,454 | $158,370 | $3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,380 at 6%; with 50% employer match about $57,380 at 4% or $38,254 at 6%; with 100% employer match about $43,035 at 4% or $28,690 at 6%. |
| 2021 | 1 | 43 | $4,768,671 | $255,587 | $5,944iApproximate average salary by contribution assumption: employee only about $148,597 at 4% or $99,065 at 6%; with 50% employer match about $99,065 at 4% or $66,043 at 6%; with 100% employer match about $74,299 at 4% or $49,532 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 43 | $4,768,671 | $255,587 | $5,944iApproximate average salary by contribution assumption: employee only about $148,597 at 4% or $99,065 at 6%; with 50% employer match about $99,065 at 4% or $66,043 at 6%; with 100% employer match about $74,299 at 4% or $49,532 at 6%. |
| 2020 | 1 | 41 | $3,885,961 | $271,360 | $6,619iApproximate average salary by contribution assumption: employee only about $165,463 at 4% or $110,309 at 6%; with 50% employer match about $110,309 at 4% or $73,539 at 6%; with 100% employer match about $82,732 at 4% or $55,154 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 41 | $3,885,961 | $271,360 | $6,619iApproximate average salary by contribution assumption: employee only about $165,463 at 4% or $110,309 at 6%; with 50% employer match about $110,309 at 4% or $73,539 at 6%; with 100% employer match about $82,732 at 4% or $55,154 at 6%. |
| 2019 | 1 | 33 | $3,119,922 | $466,700 | $14,142iApproximate average salary by contribution assumption: employee only about $353,561 at 4% or $235,707 at 6%; with 50% employer match about $235,707 at 4% or $157,138 at 6%; with 100% employer match about $176,780 at 4% or $117,854 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 33 | $3,119,922 | $466,700 | $14,142iApproximate average salary by contribution assumption: employee only about $353,561 at 4% or $235,707 at 6%; with 50% employer match about $235,707 at 4% or $157,138 at 6%; with 100% employer match about $176,780 at 4% or $117,854 at 6%. |
| 2018 | 1 | 33 | $2,102,762 | $222,604 | $6,746iApproximate average salary by contribution assumption: employee only about $168,639 at 4% or $112,426 at 6%; with 50% employer match about $112,426 at 4% or $74,951 at 6%; with 100% employer match about $84,320 at 4% or $56,213 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 33 | $2,102,762 | $222,604 | $6,746iApproximate average salary by contribution assumption: employee only about $168,639 at 4% or $112,426 at 6%; with 50% employer match about $112,426 at 4% or $74,951 at 6%; with 100% employer match about $84,320 at 4% or $56,213 at 6%. |
| 2017 | 1 | 34 | $2,105,038 | $172,355 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 34 | $2,105,038 | $172,355 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| 2016 | 1 | 30 | $1,632,593 | $199,545 | $6,652iApproximate average salary by contribution assumption: employee only about $166,288 at 4% or $110,858 at 6%; with 50% employer match about $110,858 at 4% or $73,906 at 6%; with 100% employer match about $83,144 at 4% or $55,429 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 30 | $1,632,593 | $199,545 | $6,652iApproximate average salary by contribution assumption: employee only about $166,288 at 4% or $110,858 at 6%; with 50% employer match about $110,858 at 4% or $73,906 at 6%; with 100% employer match about $83,144 at 4% or $55,429 at 6%. |
| 2015 | 1 | 34 | $1,324,232 | $193,093 | $5,679iApproximate average salary by contribution assumption: employee only about $141,980 at 4% or $94,653 at 6%; with 50% employer match about $94,653 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,327 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 34 | $1,324,232 | $193,093 | $5,679iApproximate average salary by contribution assumption: employee only about $141,980 at 4% or $94,653 at 6%; with 50% employer match about $94,653 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,327 at 6%. |
| 2014 | 1 | 30 | $1,190,411 | $206,413 | $6,880iApproximate average salary by contribution assumption: employee only about $172,011 at 4% or $114,674 at 6%; with 50% employer match about $114,674 at 4% or $76,449 at 6%; with 100% employer match about $86,005 at 4% or $57,337 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 30 | $1,190,411 | $206,413 | $6,880iApproximate average salary by contribution assumption: employee only about $172,011 at 4% or $114,674 at 6%; with 50% employer match about $114,674 at 4% or $76,449 at 6%; with 100% employer match about $86,005 at 4% or $57,337 at 6%. |
| 2013 | 1 | 25 | $943,049 | $108,287 | $4,331iApproximate average salary by contribution assumption: employee only about $108,287 at 4% or $72,191 at 6%; with 50% employer match about $72,191 at 4% or $48,128 at 6%; with 100% employer match about $54,143 at 4% or $36,096 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 25 | $943,049 | $108,287 | $4,331iApproximate average salary by contribution assumption: employee only about $108,287 at 4% or $72,191 at 6%; with 50% employer match about $72,191 at 4% or $48,128 at 6%; with 100% employer match about $54,143 at 4% or $36,096 at 6%. |
| 2012 | 1 | 21 | $715,455 | $51,107 | $2,434iApproximate average salary by contribution assumption: employee only about $60,842 at 4% or $40,561 at 6%; with 50% employer match about $40,561 at 4% or $27,041 at 6%; with 100% employer match about $30,421 at 4% or $20,281 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 21 | $715,455 | $51,107 | $2,434iApproximate average salary by contribution assumption: employee only about $60,842 at 4% or $40,561 at 6%; with 50% employer match about $40,561 at 4% or $27,041 at 6%; with 100% employer match about $30,421 at 4% or $20,281 at 6%. |
| 2011 | 1 | 23 | $587,905 | $41,306 | $1,796iApproximate average salary by contribution assumption: employee only about $44,898 at 4% or $29,932 at 6%; with 50% employer match about $29,932 at 4% or $19,955 at 6%; with 100% employer match about $22,449 at 4% or $14,966 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 23 | $587,905 | $41,306 | $1,796iApproximate average salary by contribution assumption: employee only about $44,898 at 4% or $29,932 at 6%; with 50% employer match about $29,932 at 4% or $19,955 at 6%; with 100% employer match about $22,449 at 4% or $14,966 at 6%. |
| 2010 | 1 | 21 | $633,613 | $75,533 | $3,597iApproximate average salary by contribution assumption: employee only about $89,920 at 4% or $59,947 at 6%; with 50% employer match about $59,947 at 4% or $39,965 at 6%; with 100% employer match about $44,960 at 4% or $29,973 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 21 | $633,613 | $75,533 | $3,597iApproximate average salary by contribution assumption: employee only about $89,920 at 4% or $59,947 at 6%; with 50% employer match about $59,947 at 4% or $39,965 at 6%; with 100% employer match about $44,960 at 4% or $29,973 at 6%. |
| 2009 | 1 | 23 | $492,094 | $139,793 | $6,078iApproximate average salary by contribution assumption: employee only about $151,949 at 4% or $101,299 at 6%; with 50% employer match about $101,299 at 4% or $67,533 at 6%; with 100% employer match about $75,974 at 4% or $50,650 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 23 | $492,094 | $139,793 | $6,078iApproximate average salary by contribution assumption: employee only about $151,949 at 4% or $101,299 at 6%; with 50% employer match about $101,299 at 4% or $67,533 at 6%; with 100% employer match about $75,974 at 4% or $50,650 at 6%. |
| 2008 | 1 | 21 | $285,968 | $88,905 | $4,234iApproximate average salary by contribution assumption: employee only about $105,839 at 4% or $70,560 at 6%; with 50% employer match about $70,560 at 4% or $47,040 at 6%; with 100% employer match about $52,920 at 4% or $35,280 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 21 | $285,968 | $88,905 | $4,234iApproximate average salary by contribution assumption: employee only about $105,839 at 4% or $70,560 at 6%; with 50% employer match about $70,560 at 4% or $47,040 at 6%; with 100% employer match about $52,920 at 4% or $35,280 at 6%. |
| 2007 | 1 | 22 | $379,658 | $114,754 | $5,216iApproximate average salary by contribution assumption: employee only about $130,402 at 4% or $86,935 at 6%; with 50% employer match about $86,935 at 4% or $57,957 at 6%; with 100% employer match about $65,201 at 4% or $43,467 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 22 | $379,658 | $114,754 | $5,216iApproximate average salary by contribution assumption: employee only about $130,402 at 4% or $86,935 at 6%; with 50% employer match about $86,935 at 4% or $57,957 at 6%; with 100% employer match about $65,201 at 4% or $43,467 at 6%. |
| 2006 | 1 | 26 | $252,713 | $120,065 | $4,618iApproximate average salary by contribution assumption: employee only about $115,447 at 4% or $76,965 at 6%; with 50% employer match about $76,965 at 4% or $51,310 at 6%; with 100% employer match about $57,724 at 4% or $38,482 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 26 | $252,713 | $120,065 | $4,618iApproximate average salary by contribution assumption: employee only about $115,447 at 4% or $76,965 at 6%; with 50% employer match about $76,965 at 4% or $51,310 at 6%; with 100% employer match about $57,724 at 4% or $38,482 at 6%. |
| 2005 | 1 | 17 | $112,493 | $84,945 | $4,997iApproximate average salary by contribution assumption: employee only about $124,919 at 4% or $83,279 at 6%; with 50% employer match about $83,279 at 4% or $55,520 at 6%; with 100% employer match about $62,460 at 4% or $41,640 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 17 | $112,493 | $84,945 | $4,997iApproximate average salary by contribution assumption: employee only about $124,919 at 4% or $83,279 at 6%; with 50% employer match about $83,279 at 4% or $55,520 at 6%; with 100% employer match about $62,460 at 4% or $41,640 at 6%. |
| 2004 | 1 | 19 | $25,926 | $25,372 | $1,335iApproximate average salary by contribution assumption: employee only about $33,384 at 4% or $22,256 at 6%; with 50% employer match about $22,256 at 4% or $14,837 at 6%; with 100% employer match about $16,692 at 4% or $11,128 at 6%. |
| Lerner/Ladds Bartels Inc. 401K Plan | - | 19 | $25,926 | $25,372 | $1,335iApproximate average salary by contribution assumption: employee only about $33,384 at 4% or $22,256 at 6%; with 50% employer match about $22,256 at 4% or $14,837 at 6%; with 100% employer match about $16,692 at 4% or $11,128 at 6%. |