Bartlett & Brillon LLC
Plan context: Bartlett & Brillon LLC 401(K)Plan
EIN 20-2007309 • Walpole, MA • 20 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$475,684
2025 Contributions
$28,194
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 | 5 | $475,684 | $28,194 | $5,639iApproximate average salary by contribution assumption: employee only about $140,970 at 4% or $93,980 at 6%; with 50% employer match about $93,980 at 4% or $62,653 at 6%; with 100% employer match about $70,485 at 4% or $46,990 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 5 | $475,684 | $28,194 | $5,639iApproximate average salary by contribution assumption: employee only about $140,970 at 4% or $93,980 at 6%; with 50% employer match about $93,980 at 4% or $62,653 at 6%; with 100% employer match about $70,485 at 4% or $46,990 at 6%. |
| 2024 | 1 | 6 | $1,707,480 | $28,215 | $4,703iApproximate average salary by contribution assumption: employee only about $117,563 at 4% or $78,375 at 6%; with 50% employer match about $78,375 at 4% or $52,250 at 6%; with 100% employer match about $58,781 at 4% or $39,188 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 6 | $1,707,480 | $28,215 | $4,703iApproximate average salary by contribution assumption: employee only about $117,563 at 4% or $78,375 at 6%; with 50% employer match about $78,375 at 4% or $52,250 at 6%; with 100% employer match about $58,781 at 4% or $39,188 at 6%. |
| 2023 | 1 | 6 | $1,478,785 | $49,582 | $8,264iApproximate average salary by contribution assumption: employee only about $206,592 at 4% or $137,728 at 6%; with 50% employer match about $137,728 at 4% or $91,819 at 6%; with 100% employer match about $103,296 at 4% or $68,864 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 6 | $1,478,785 | $49,582 | $8,264iApproximate average salary by contribution assumption: employee only about $206,592 at 4% or $137,728 at 6%; with 50% employer match about $137,728 at 4% or $91,819 at 6%; with 100% employer match about $103,296 at 4% or $68,864 at 6%. |
| 2022 | 1 | 6 | $1,246,064 | $86,344 | $14,391iApproximate average salary by contribution assumption: employee only about $359,767 at 4% or $239,844 at 6%; with 50% employer match about $239,844 at 4% or $159,896 at 6%; with 100% employer match about $179,883 at 4% or $119,922 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 6 | $1,246,064 | $86,344 | $14,391iApproximate average salary by contribution assumption: employee only about $359,767 at 4% or $239,844 at 6%; with 50% employer match about $239,844 at 4% or $159,896 at 6%; with 100% employer match about $179,883 at 4% or $119,922 at 6%. |
| 2021 | 1 | 6 | $2,545,865 | $154,355 | $25,726iApproximate average salary by contribution assumption: employee only about $643,146 at 4% or $428,764 at 6%; with 50% employer match about $428,764 at 4% or $285,843 at 6%; with 100% employer match about $321,573 at 4% or $214,382 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 6 | $2,545,865 | $154,355 | $25,726iApproximate average salary by contribution assumption: employee only about $643,146 at 4% or $428,764 at 6%; with 50% employer match about $428,764 at 4% or $285,843 at 6%; with 100% employer match about $321,573 at 4% or $214,382 at 6%. |
| 2020 | 1 | 4 | $2,108,318 | $136,431 | $34,108iApproximate average salary by contribution assumption: employee only about $852,694 at 4% or $568,463 at 6%; with 50% employer match about $568,463 at 4% or $378,975 at 6%; with 100% employer match about $426,347 at 4% or $284,231 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $2,108,318 | $136,431 | $34,108iApproximate average salary by contribution assumption: employee only about $852,694 at 4% or $568,463 at 6%; with 50% employer match about $568,463 at 4% or $378,975 at 6%; with 100% employer match about $426,347 at 4% or $284,231 at 6%. |
| 2019 | 1 | 4 | $1,689,457 | $157,951 | $39,488iApproximate average salary by contribution assumption: employee only about $987,194 at 4% or $658,129 at 6%; with 50% employer match about $658,129 at 4% or $438,753 at 6%; with 100% employer match about $493,597 at 4% or $329,065 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $1,689,457 | $157,951 | $39,488iApproximate average salary by contribution assumption: employee only about $987,194 at 4% or $658,129 at 6%; with 50% employer match about $658,129 at 4% or $438,753 at 6%; with 100% employer match about $493,597 at 4% or $329,065 at 6%. |
| 2018 | 1 | 4 | $1,272,089 | $170,429 | $42,607iApproximate average salary by contribution assumption: employee only about $1,065,181 at 4% or $710,121 at 6%; with 50% employer match about $710,121 at 4% or $473,414 at 6%; with 100% employer match about $532,591 at 4% or $355,060 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $1,272,089 | $170,429 | $42,607iApproximate average salary by contribution assumption: employee only about $1,065,181 at 4% or $710,121 at 6%; with 50% employer match about $710,121 at 4% or $473,414 at 6%; with 100% employer match about $532,591 at 4% or $355,060 at 6%. |
| 2017 | 1 | 4 | $1,161,236 | $75,381 | $18,845iApproximate average salary by contribution assumption: employee only about $471,131 at 4% or $314,088 at 6%; with 50% employer match about $314,088 at 4% or $209,392 at 6%; with 100% employer match about $235,566 at 4% or $157,044 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $1,161,236 | $75,381 | $18,845iApproximate average salary by contribution assumption: employee only about $471,131 at 4% or $314,088 at 6%; with 50% employer match about $314,088 at 4% or $209,392 at 6%; with 100% employer match about $235,566 at 4% or $157,044 at 6%. |
| 2016 | 1 | 5 | $948,908 | $95,078 | $19,016iApproximate average salary by contribution assumption: employee only about $475,390 at 4% or $316,927 at 6%; with 50% employer match about $316,927 at 4% or $211,284 at 6%; with 100% employer match about $237,695 at 4% or $158,463 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 5 | $948,908 | $95,078 | $19,016iApproximate average salary by contribution assumption: employee only about $475,390 at 4% or $316,927 at 6%; with 50% employer match about $316,927 at 4% or $211,284 at 6%; with 100% employer match about $237,695 at 4% or $158,463 at 6%. |
| 2015 | 1 | 5 | $793,247 | $76,368 | $15,274iApproximate average salary by contribution assumption: employee only about $381,840 at 4% or $254,560 at 6%; with 50% employer match about $254,560 at 4% or $169,707 at 6%; with 100% employer match about $190,920 at 4% or $127,280 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 5 | $793,247 | $76,368 | $15,274iApproximate average salary by contribution assumption: employee only about $381,840 at 4% or $254,560 at 6%; with 50% employer match about $254,560 at 4% or $169,707 at 6%; with 100% employer match about $190,920 at 4% or $127,280 at 6%. |
| 2014 | 1 | 4 | $714,593 | $80,839 | $20,210iApproximate average salary by contribution assumption: employee only about $505,244 at 4% or $336,829 at 6%; with 50% employer match about $336,829 at 4% or $224,553 at 6%; with 100% employer match about $252,622 at 4% or $168,415 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $714,593 | $80,839 | $20,210iApproximate average salary by contribution assumption: employee only about $505,244 at 4% or $336,829 at 6%; with 50% employer match about $336,829 at 4% or $224,553 at 6%; with 100% employer match about $252,622 at 4% or $168,415 at 6%. |
| 2013 | 1 | 4 | $600,536 | $125,346 | $31,337iApproximate average salary by contribution assumption: employee only about $783,413 at 4% or $522,275 at 6%; with 50% employer match about $522,275 at 4% or $348,183 at 6%; with 100% employer match about $391,706 at 4% or $261,138 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $600,536 | $125,346 | $31,337iApproximate average salary by contribution assumption: employee only about $783,413 at 4% or $522,275 at 6%; with 50% employer match about $522,275 at 4% or $348,183 at 6%; with 100% employer match about $391,706 at 4% or $261,138 at 6%. |
| 2012 | 1 | 4 | $398,373 | $107,255 | $26,814iApproximate average salary by contribution assumption: employee only about $670,344 at 4% or $446,896 at 6%; with 50% employer match about $446,896 at 4% or $297,931 at 6%; with 100% employer match about $335,172 at 4% or $223,448 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $398,373 | $107,255 | $26,814iApproximate average salary by contribution assumption: employee only about $670,344 at 4% or $446,896 at 6%; with 50% employer match about $446,896 at 4% or $297,931 at 6%; with 100% employer match about $335,172 at 4% or $223,448 at 6%. |
| 2011 | 1 | 3 | $255,928 | $76,003 | $25,334iApproximate average salary by contribution assumption: employee only about $633,358 at 4% or $422,239 at 6%; with 50% employer match about $422,239 at 4% or $281,493 at 6%; with 100% employer match about $316,679 at 4% or $211,119 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 3 | $255,928 | $76,003 | $25,334iApproximate average salary by contribution assumption: employee only about $633,358 at 4% or $422,239 at 6%; with 50% employer match about $422,239 at 4% or $281,493 at 6%; with 100% employer match about $316,679 at 4% or $211,119 at 6%. |
| 2010 | 1 | 4 | $312,665 | $66,037 | $16,509iApproximate average salary by contribution assumption: employee only about $412,731 at 4% or $275,154 at 6%; with 50% employer match about $275,154 at 4% or $183,436 at 6%; with 100% employer match about $206,366 at 4% or $137,577 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $312,665 | $66,037 | $16,509iApproximate average salary by contribution assumption: employee only about $412,731 at 4% or $275,154 at 6%; with 50% employer match about $275,154 at 4% or $183,436 at 6%; with 100% employer match about $206,366 at 4% or $137,577 at 6%. |
| 2009 | 1 | 4 | $226,834 | $60,915 | $15,229iApproximate average salary by contribution assumption: employee only about $380,719 at 4% or $253,813 at 6%; with 50% employer match about $253,813 at 4% or $169,208 at 6%; with 100% employer match about $190,359 at 4% or $126,906 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $226,834 | $60,915 | $15,229iApproximate average salary by contribution assumption: employee only about $380,719 at 4% or $253,813 at 6%; with 50% employer match about $253,813 at 4% or $169,208 at 6%; with 100% employer match about $190,359 at 4% or $126,906 at 6%. |
| 2008 | 1 | 4 | $128,947 | $59,758 | $14,940iApproximate average salary by contribution assumption: employee only about $373,488 at 4% or $248,992 at 6%; with 50% employer match about $248,992 at 4% or $165,994 at 6%; with 100% employer match about $186,744 at 4% or $124,496 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $128,947 | $59,758 | $14,940iApproximate average salary by contribution assumption: employee only about $373,488 at 4% or $248,992 at 6%; with 50% employer match about $248,992 at 4% or $165,994 at 6%; with 100% employer match about $186,744 at 4% or $124,496 at 6%. |
| 2007 | 1 | 4 | $96,749 | $53,257 | $13,314iApproximate average salary by contribution assumption: employee only about $332,856 at 4% or $221,904 at 6%; with 50% employer match about $221,904 at 4% or $147,936 at 6%; with 100% employer match about $166,428 at 4% or $110,952 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 4 | $96,749 | $53,257 | $13,314iApproximate average salary by contribution assumption: employee only about $332,856 at 4% or $221,904 at 6%; with 50% employer match about $221,904 at 4% or $147,936 at 6%; with 100% employer match about $166,428 at 4% or $110,952 at 6%. |
| 2006 | 1 | 3 | $41,854 | $41,952 | $13,984iApproximate average salary by contribution assumption: employee only about $349,600 at 4% or $233,067 at 6%; with 50% employer match about $233,067 at 4% or $155,378 at 6%; with 100% employer match about $174,800 at 4% or $116,533 at 6%. |
| Bartlett & Brillon LLC 401(K)Plan | - | 3 | $41,854 | $41,952 | $13,984iApproximate average salary by contribution assumption: employee only about $349,600 at 4% or $233,067 at 6%; with 50% employer match about $233,067 at 4% or $155,378 at 6%; with 100% employer match about $174,800 at 4% or $116,533 at 6%. |