Civic Intelligence

Bartell & Associates Inc

Plan context: Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust

EIN 20-4121491 • San Diego, CA • 18 filings • 5 plans

5333 Mission Center Road, Suite 115San Diego, CA 92108
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$470,142

2022 Contributions

$33,000

Historical Graphs

Total Assets Over Time

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

$555,927$277,964$0200620152022YearValue
$470,142Latest year 2022

Participants Over Time

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

320200620152022YearValue
1Latest year 2022

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
202211$470,142$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$470,142$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202111$555,927$32,400$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$555,927$32,400$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
202011$475,938$32,600$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$475,938$32,600$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
201911$403,088$32,200$32,200iApproximate average salary by contribution assumption: employee only about $805,000 at 4% or $536,667 at 6%; with 50% employer match about $536,667 at 4% or $357,778 at 6%; with 100% employer match about $402,500 at 4% or $268,333 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$403,088$32,200$32,200iApproximate average salary by contribution assumption: employee only about $805,000 at 4% or $536,667 at 6%; with 50% employer match about $536,667 at 4% or $357,778 at 6%; with 100% employer match about $402,500 at 4% or $268,333 at 6%.
201811$321,102$30,960$30,960iApproximate average salary by contribution assumption: employee only about $774,000 at 4% or $516,000 at 6%; with 50% employer match about $516,000 at 4% or $344,000 at 6%; with 100% employer match about $387,000 at 4% or $258,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$321,102$30,960$30,960iApproximate average salary by contribution assumption: employee only about $774,000 at 4% or $516,000 at 6%; with 50% employer match about $516,000 at 4% or $344,000 at 6%; with 100% employer match about $387,000 at 4% or $258,000 at 6%.
201711$322,873$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$322,873$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
201611$261,759$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$261,759$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
201511$218,224$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$218,224$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
201411$192,831$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$192,831$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201311$157,781$7,238$7,238iApproximate average salary by contribution assumption: employee only about $180,950 at 4% or $120,633 at 6%; with 50% employer match about $120,633 at 4% or $80,422 at 6%; with 100% employer match about $90,475 at 4% or $60,317 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$157,781$7,238$7,238iApproximate average salary by contribution assumption: employee only about $180,950 at 4% or $120,633 at 6%; with 50% employer match about $120,633 at 4% or $80,422 at 6%; with 100% employer match about $90,475 at 4% or $60,317 at 6%.
201212$125,545$10,733$5,367iApproximate average salary by contribution assumption: employee only about $134,163 at 4% or $89,442 at 6%; with 50% employer match about $89,442 at 4% or $59,628 at 6%; with 100% employer match about $67,081 at 4% or $44,721 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-2$125,545$10,733$5,367iApproximate average salary by contribution assumption: employee only about $134,163 at 4% or $89,442 at 6%; with 50% employer match about $89,442 at 4% or $59,628 at 6%; with 100% employer match about $67,081 at 4% or $44,721 at 6%.
201012$118,065$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-2$118,065$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
200913$100,407$34,434$11,478iApproximate average salary by contribution assumption: employee only about $286,950 at 4% or $191,300 at 6%; with 50% employer match about $191,300 at 4% or $127,533 at 6%; with 100% employer match about $143,475 at 4% or $95,650 at 6%.
BARTELL & ASSOCIATES 401K PLAN-3$100,407$34,434$11,478iApproximate average salary by contribution assumption: employee only about $286,950 at 4% or $191,300 at 6%; with 50% employer match about $191,300 at 4% or $127,533 at 6%; with 100% employer match about $143,475 at 4% or $95,650 at 6%.
200822$78,340$36,742$18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%.
BARTELL & ASSOCIATES 401K PLAN-2$54,730$36,742$18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-2$23,610--
200723$38,407$38,050$12,683iApproximate average salary by contribution assumption: employee only about $317,083 at 4% or $211,389 at 6%; with 50% employer match about $211,389 at 4% or $140,926 at 6%; with 100% employer match about $158,542 at 4% or $105,694 at 6%.
BARTELL & ASSOCIATES 401K PLAN-3$38,407$38,050$12,683iApproximate average salary by contribution assumption: employee only about $317,083 at 4% or $211,389 at 6%; with 50% employer match about $211,389 at 4% or $140,926 at 6%; with 100% employer match about $158,542 at 4% or $105,694 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1---
200611$29,500$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Bartell & Associates Inc 401(K) Profit Sharing Plan and Trust-1$29,500$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.