Ronald a. Bartlett & Associates Ltd
Plan context: Ronald a. Bartlett & Associates 401K Plan
EIN 11-3342494 • Syosset, NY • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$181,153
2025 Contributions
$49,025
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 | 3 | $181,153 | $49,025 | $16,342iApproximate average salary by contribution assumption: employee only about $408,542 at 4% or $272,361 at 6%; with 50% employer match about $272,361 at 4% or $181,574 at 6%; with 100% employer match about $204,271 at 4% or $136,181 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 3 | $181,153 | $49,025 | $16,342iApproximate average salary by contribution assumption: employee only about $408,542 at 4% or $272,361 at 6%; with 50% employer match about $272,361 at 4% or $181,574 at 6%; with 100% employer match about $204,271 at 4% or $136,181 at 6%. |
| 2021 | 1 | 2 | $261,172 | $0 | - |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $261,172 | - | - |
| 2020 | 1 | 2 | $216,451 | $31,373 | $15,687iApproximate average salary by contribution assumption: employee only about $392,163 at 4% or $261,442 at 6%; with 50% employer match about $261,442 at 4% or $174,294 at 6%; with 100% employer match about $196,081 at 4% or $130,721 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $216,451 | $31,373 | $15,687iApproximate average salary by contribution assumption: employee only about $392,163 at 4% or $261,442 at 6%; with 50% employer match about $261,442 at 4% or $174,294 at 6%; with 100% employer match about $196,081 at 4% or $130,721 at 6%. |
| 2019 | 1 | 2 | $138,806 | $3,799 | $1,900iApproximate average salary by contribution assumption: employee only about $47,488 at 4% or $31,658 at 6%; with 50% employer match about $31,658 at 4% or $21,106 at 6%; with 100% employer match about $23,744 at 4% or $15,829 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $138,806 | $3,799 | $1,900iApproximate average salary by contribution assumption: employee only about $47,488 at 4% or $31,658 at 6%; with 50% employer match about $31,658 at 4% or $21,106 at 6%; with 100% employer match about $23,744 at 4% or $15,829 at 6%. |
| 2016 | 1 | 2 | $69,372 | $18,025 | $9,013iApproximate average salary by contribution assumption: employee only about $225,313 at 4% or $150,208 at 6%; with 50% employer match about $150,208 at 4% or $100,139 at 6%; with 100% employer match about $112,656 at 4% or $75,104 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $69,372 | $18,025 | $9,013iApproximate average salary by contribution assumption: employee only about $225,313 at 4% or $150,208 at 6%; with 50% employer match about $150,208 at 4% or $100,139 at 6%; with 100% employer match about $112,656 at 4% or $75,104 at 6%. |
| 2015 | 1 | 2 | $48,109 | $19,062 | $9,531iApproximate average salary by contribution assumption: employee only about $238,275 at 4% or $158,850 at 6%; with 50% employer match about $158,850 at 4% or $105,900 at 6%; with 100% employer match about $119,138 at 4% or $79,425 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $48,109 | $19,062 | $9,531iApproximate average salary by contribution assumption: employee only about $238,275 at 4% or $158,850 at 6%; with 50% employer match about $158,850 at 4% or $105,900 at 6%; with 100% employer match about $119,138 at 4% or $79,425 at 6%. |
| 2014 | 1 | 2 | $31,362 | $0 | - |
| Ronald a. Bartlett & Associates 401K Plan | - | 2 | $31,362 | - | - |
| 2013 | 1 | 3 | $32,639 | $11,300 | $3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 3 | $32,639 | $11,300 | $3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%. |
| 2012 | 1 | 3 | $32,815 | $13,364 | $4,455iApproximate average salary by contribution assumption: employee only about $111,367 at 4% or $74,244 at 6%; with 50% employer match about $74,244 at 4% or $49,496 at 6%; with 100% employer match about $55,683 at 4% or $37,122 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 3 | $32,815 | $13,364 | $4,455iApproximate average salary by contribution assumption: employee only about $111,367 at 4% or $74,244 at 6%; with 50% employer match about $74,244 at 4% or $49,496 at 6%; with 100% employer match about $55,683 at 4% or $37,122 at 6%. |
| 2011 | 1 | 3 | $20,211 | $20,664 | $6,888iApproximate average salary by contribution assumption: employee only about $172,200 at 4% or $114,800 at 6%; with 50% employer match about $114,800 at 4% or $76,533 at 6%; with 100% employer match about $86,100 at 4% or $57,400 at 6%. |
| Ronald a. Bartlett & Associates 401K Plan | - | 3 | $20,211 | $20,664 | $6,888iApproximate average salary by contribution assumption: employee only about $172,200 at 4% or $114,800 at 6%; with 50% employer match about $114,800 at 4% or $76,533 at 6%; with 100% employer match about $86,100 at 4% or $57,400 at 6%. |