Civic Intelligence

John a. Bartlett

Plan context: John a. Bartlett 401(K) Plan

EIN 16-1162718 • Fairport, NY • 10 filings • 1 plans

30 Jefferson AvenueFairport, NY 14450
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$366,857

2024 Contributions

$86,540

Historical Graphs

Total Assets Over Time

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

$366,857$183,429$0201520202024YearValue
$366,857Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest year 2024

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
202418$366,857$86,540$10,818iApproximate average salary by contribution assumption: employee only about $270,438 at 4% or $180,292 at 6%; with 50% employer match about $180,292 at 4% or $120,194 at 6%; with 100% employer match about $135,219 at 4% or $90,146 at 6%.
John a. Bartlett 401(K) Plan-8$366,857$86,540$10,818iApproximate average salary by contribution assumption: employee only about $270,438 at 4% or $180,292 at 6%; with 50% employer match about $180,292 at 4% or $120,194 at 6%; with 100% employer match about $135,219 at 4% or $90,146 at 6%.
202318$336,216$71,824$8,978iApproximate average salary by contribution assumption: employee only about $224,450 at 4% or $149,633 at 6%; with 50% employer match about $149,633 at 4% or $99,756 at 6%; with 100% employer match about $112,225 at 4% or $74,817 at 6%.
John a. Bartlett 401(K) Plan-8$336,216$71,824$8,978iApproximate average salary by contribution assumption: employee only about $224,450 at 4% or $149,633 at 6%; with 50% employer match about $149,633 at 4% or $99,756 at 6%; with 100% employer match about $112,225 at 4% or $74,817 at 6%.
202218$257,549$56,669$7,084iApproximate average salary by contribution assumption: employee only about $177,091 at 4% or $118,060 at 6%; with 50% employer match about $118,060 at 4% or $78,707 at 6%; with 100% employer match about $88,545 at 4% or $59,030 at 6%.
John a. Bartlett 401(K) Plan-8$257,549$56,669$7,084iApproximate average salary by contribution assumption: employee only about $177,091 at 4% or $118,060 at 6%; with 50% employer match about $118,060 at 4% or $78,707 at 6%; with 100% employer match about $88,545 at 4% or $59,030 at 6%.
202115$207,758$43,143$8,629iApproximate average salary by contribution assumption: employee only about $215,715 at 4% or $143,810 at 6%; with 50% employer match about $143,810 at 4% or $95,873 at 6%; with 100% employer match about $107,858 at 4% or $71,905 at 6%.
John a. Bartlett 401(K) Plan-5$207,758$43,143$8,629iApproximate average salary by contribution assumption: employee only about $215,715 at 4% or $143,810 at 6%; with 50% employer match about $143,810 at 4% or $95,873 at 6%; with 100% employer match about $107,858 at 4% or $71,905 at 6%.
202015$210,374$37,064$7,413iApproximate average salary by contribution assumption: employee only about $185,320 at 4% or $123,547 at 6%; with 50% employer match about $123,547 at 4% or $82,364 at 6%; with 100% employer match about $92,660 at 4% or $61,773 at 6%.
John a. Bartlett 401(K) Plan-5$210,374$37,064$7,413iApproximate average salary by contribution assumption: employee only about $185,320 at 4% or $123,547 at 6%; with 50% employer match about $123,547 at 4% or $82,364 at 6%; with 100% employer match about $92,660 at 4% or $61,773 at 6%.
201915$157,770$31,810$6,362iApproximate average salary by contribution assumption: employee only about $159,050 at 4% or $106,033 at 6%; with 50% employer match about $106,033 at 4% or $70,689 at 6%; with 100% employer match about $79,525 at 4% or $53,017 at 6%.
John a. Bartlett 401(K) Plan-5$157,770$31,810$6,362iApproximate average salary by contribution assumption: employee only about $159,050 at 4% or $106,033 at 6%; with 50% employer match about $106,033 at 4% or $70,689 at 6%; with 100% employer match about $79,525 at 4% or $53,017 at 6%.
201815$106,478$28,450$5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%.
John a. Bartlett 401(K) Plan-5$106,478$28,450$5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%.
201715$81,786$28,491$5,698iApproximate average salary by contribution assumption: employee only about $142,455 at 4% or $94,970 at 6%; with 50% employer match about $94,970 at 4% or $63,313 at 6%; with 100% employer match about $71,228 at 4% or $47,485 at 6%.
John a. Bartlett 401(K) Plan-5$81,786$28,491$5,698iApproximate average salary by contribution assumption: employee only about $142,455 at 4% or $94,970 at 6%; with 50% employer match about $94,970 at 4% or $63,313 at 6%; with 100% employer match about $71,228 at 4% or $47,485 at 6%.
201615$44,507$28,661$5,732iApproximate average salary by contribution assumption: employee only about $143,305 at 4% or $95,537 at 6%; with 50% employer match about $95,537 at 4% or $63,691 at 6%; with 100% employer match about $71,653 at 4% or $47,768 at 6%.
John a. Bartlett 401(K) Plan-5$44,507$28,661$5,732iApproximate average salary by contribution assumption: employee only about $143,305 at 4% or $95,537 at 6%; with 50% employer match about $95,537 at 4% or $63,691 at 6%; with 100% employer match about $71,653 at 4% or $47,768 at 6%.
201514$14,018$18,243$4,561iApproximate average salary by contribution assumption: employee only about $114,019 at 4% or $76,013 at 6%; with 50% employer match about $76,013 at 4% or $50,675 at 6%; with 100% employer match about $57,009 at 4% or $38,006 at 6%.
John a. Bartlett 401(K) Plan-4$14,018$18,243$4,561iApproximate average salary by contribution assumption: employee only about $114,019 at 4% or $76,013 at 6%; with 50% employer match about $76,013 at 4% or $50,675 at 6%; with 100% employer match about $57,009 at 4% or $38,006 at 6%.