Civic Intelligence

Thaddeus Bartles, Jr., O.D. PC.

Plan context: Thaddeus Bartles, Jr., O.D. PC. Pension Trust

EIN 06-0933350 • Farmington, CT • 20 filings • 2 plans

266 Scott Swamp RoadFarmington, CT 06032-3127
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$711,095

2019 Contributions

$27,847

Historical Graphs

Total Assets Over Time

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

$856,695$428,348$0199920122018YearValue
$711,095Latest year 2018

Participants Over Time

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

740199920092018YearValue
2Latest year 2018

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
201910$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-0$0$0-
201812$711,095$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-2$711,095$0-
201717$856,695$27,847$3,978iApproximate average salary by contribution assumption: employee only about $99,454 at 4% or $66,302 at 6%; with 50% employer match about $66,302 at 4% or $44,202 at 6%; with 100% employer match about $49,727 at 4% or $33,151 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-7$856,695$27,847$3,978iApproximate average salary by contribution assumption: employee only about $99,454 at 4% or $66,302 at 6%; with 50% employer match about $66,302 at 4% or $44,202 at 6%; with 100% employer match about $49,727 at 4% or $33,151 at 6%.
201617$707,686$36,908$5,273iApproximate average salary by contribution assumption: employee only about $131,814 at 4% or $87,876 at 6%; with 50% employer match about $87,876 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-7$707,686$36,908$5,273iApproximate average salary by contribution assumption: employee only about $131,814 at 4% or $87,876 at 6%; with 50% employer match about $87,876 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
201517$663,159$36,908$5,273iApproximate average salary by contribution assumption: employee only about $131,814 at 4% or $87,876 at 6%; with 50% employer match about $87,876 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-7$663,159$36,908$5,273iApproximate average salary by contribution assumption: employee only about $131,814 at 4% or $87,876 at 6%; with 50% employer match about $87,876 at 4% or $58,584 at 6%; with 100% employer match about $65,907 at 4% or $43,938 at 6%.
201417$633,745$25,954$3,708iApproximate average salary by contribution assumption: employee only about $92,693 at 4% or $61,795 at 6%; with 50% employer match about $61,795 at 4% or $41,197 at 6%; with 100% employer match about $46,346 at 4% or $30,898 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-7$633,745$25,954$3,708iApproximate average salary by contribution assumption: employee only about $92,693 at 4% or $61,795 at 6%; with 50% employer match about $61,795 at 4% or $41,197 at 6%; with 100% employer match about $46,346 at 4% or $30,898 at 6%.
201310$523,257$35,850-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-0$523,257$35,850-
201216$487,407$50,914$8,486iApproximate average salary by contribution assumption: employee only about $212,142 at 4% or $141,428 at 6%; with 50% employer match about $141,428 at 4% or $94,285 at 6%; with 100% employer match about $106,071 at 4% or $70,714 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-6$487,407$50,914$8,486iApproximate average salary by contribution assumption: employee only about $212,142 at 4% or $141,428 at 6%; with 50% employer match about $141,428 at 4% or $94,285 at 6%; with 100% employer match about $106,071 at 4% or $70,714 at 6%.
201116$436,493$26,511$4,419iApproximate average salary by contribution assumption: employee only about $110,463 at 4% or $73,642 at 6%; with 50% employer match about $73,642 at 4% or $49,094 at 6%; with 100% employer match about $55,231 at 4% or $36,821 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-6$436,493$26,511$4,419iApproximate average salary by contribution assumption: employee only about $110,463 at 4% or $73,642 at 6%; with 50% employer match about $73,642 at 4% or $49,094 at 6%; with 100% employer match about $55,231 at 4% or $36,821 at 6%.
201016$410,828$26,100$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-6$410,828$26,100$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
200915$352,422$20,110$4,022iApproximate average salary by contribution assumption: employee only about $100,550 at 4% or $67,033 at 6%; with 50% employer match about $67,033 at 4% or $44,689 at 6%; with 100% employer match about $50,275 at 4% or $33,517 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-5$352,422$20,110$4,022iApproximate average salary by contribution assumption: employee only about $100,550 at 4% or $67,033 at 6%; with 50% employer match about $67,033 at 4% or $44,689 at 6%; with 100% employer match about $50,275 at 4% or $33,517 at 6%.
200815$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-5---
200713$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3---
200613$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3---
200513$239,132$16,679$5,560iApproximate average salary by contribution assumption: employee only about $138,992 at 4% or $92,661 at 6%; with 50% employer match about $92,661 at 4% or $61,774 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3$239,132$16,679$5,560iApproximate average salary by contribution assumption: employee only about $138,992 at 4% or $92,661 at 6%; with 50% employer match about $92,661 at 4% or $61,774 at 6%; with 100% employer match about $69,496 at 4% or $46,331 at 6%.
200413$209,009$13,512$4,504iApproximate average salary by contribution assumption: employee only about $112,600 at 4% or $75,067 at 6%; with 50% employer match about $75,067 at 4% or $50,044 at 6%; with 100% employer match about $56,300 at 4% or $37,533 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3$209,009$13,512$4,504iApproximate average salary by contribution assumption: employee only about $112,600 at 4% or $75,067 at 6%; with 50% employer match about $75,067 at 4% or $50,044 at 6%; with 100% employer match about $56,300 at 4% or $37,533 at 6%.
200213$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3---
200113$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3---
200013$0$0-
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3---
199913$166,792$8,241$2,747iApproximate average salary by contribution assumption: employee only about $68,675 at 4% or $45,783 at 6%; with 50% employer match about $45,783 at 4% or $30,522 at 6%; with 100% employer match about $34,338 at 4% or $22,892 at 6%.
Thaddeus Bartles, Jr., O.D. PC. Pension Trust-3$166,792$8,241$2,747iApproximate average salary by contribution assumption: employee only about $68,675 at 4% or $45,783 at 6%; with 50% employer match about $45,783 at 4% or $30,522 at 6%; with 100% employer match about $34,338 at 4% or $22,892 at 6%.