Civic Intelligence

Bartlett Group Inc

Plan context: Bartlett Group Inc 401(K) Profit Sharing Plan & Trust

EIN 20-5664989 • Hollister, CA • 16 filings • 3 plans

4375 John Smith RdHollister, CA 95023-9711
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$499,445

2024 Contributions

$55,171

Historical Graphs

Total Assets Over Time

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

$499,445$249,723$0200920172024YearValue
$499,445Latest year 2024

Participants Over Time

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

420200920172024YearValue
4Latest 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
202414$499,445$55,171$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,879 at 6%; with 50% employer match about $229,879 at 4% or $153,253 at 6%; with 100% employer match about $172,409 at 4% or $114,940 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$499,445$55,171$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,879 at 6%; with 50% employer match about $229,879 at 4% or $153,253 at 6%; with 100% employer match about $172,409 at 4% or $114,940 at 6%.
202314$399,761$55,171$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,879 at 6%; with 50% employer match about $229,879 at 4% or $153,253 at 6%; with 100% employer match about $172,409 at 4% or $114,940 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$399,761$55,171$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,879 at 6%; with 50% employer match about $229,879 at 4% or $153,253 at 6%; with 100% employer match about $172,409 at 4% or $114,940 at 6%.
202214$301,996$54,046$13,512iApproximate average salary by contribution assumption: employee only about $337,788 at 4% or $225,192 at 6%; with 50% employer match about $225,192 at 4% or $150,128 at 6%; with 100% employer match about $168,894 at 4% or $112,596 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$301,996$54,046$13,512iApproximate average salary by contribution assumption: employee only about $337,788 at 4% or $225,192 at 6%; with 50% employer match about $225,192 at 4% or $150,128 at 6%; with 100% employer match about $168,894 at 4% or $112,596 at 6%.
202114$287,006$52,588$13,147iApproximate average salary by contribution assumption: employee only about $328,675 at 4% or $219,117 at 6%; with 50% employer match about $219,117 at 4% or $146,078 at 6%; with 100% employer match about $164,338 at 4% or $109,558 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$287,006$52,588$13,147iApproximate average salary by contribution assumption: employee only about $328,675 at 4% or $219,117 at 6%; with 50% employer match about $219,117 at 4% or $146,078 at 6%; with 100% employer match about $164,338 at 4% or $109,558 at 6%.
202014$220,180$45,685$11,421iApproximate average salary by contribution assumption: employee only about $285,531 at 4% or $190,354 at 6%; with 50% employer match about $190,354 at 4% or $126,903 at 6%; with 100% employer match about $142,766 at 4% or $95,177 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$220,180$45,685$11,421iApproximate average salary by contribution assumption: employee only about $285,531 at 4% or $190,354 at 6%; with 50% employer match about $190,354 at 4% or $126,903 at 6%; with 100% employer match about $142,766 at 4% or $95,177 at 6%.
201914$148,701$46,169$11,542iApproximate average salary by contribution assumption: employee only about $288,556 at 4% or $192,371 at 6%; with 50% employer match about $192,371 at 4% or $128,247 at 6%; with 100% employer match about $144,278 at 4% or $96,185 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$148,701$46,169$11,542iApproximate average salary by contribution assumption: employee only about $288,556 at 4% or $192,371 at 6%; with 50% employer match about $192,371 at 4% or $128,247 at 6%; with 100% employer match about $144,278 at 4% or $96,185 at 6%.
201814$80,572$43,644$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$80,572$43,644$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
201714$272,211$42,384$10,596iApproximate average salary by contribution assumption: employee only about $264,900 at 4% or $176,600 at 6%; with 50% employer match about $176,600 at 4% or $117,733 at 6%; with 100% employer match about $132,450 at 4% or $88,300 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$272,211$42,384$10,596iApproximate average salary by contribution assumption: employee only about $264,900 at 4% or $176,600 at 6%; with 50% employer match about $176,600 at 4% or $117,733 at 6%; with 100% employer match about $132,450 at 4% or $88,300 at 6%.
201614$187,100$46,521$11,630iApproximate average salary by contribution assumption: employee only about $290,756 at 4% or $193,838 at 6%; with 50% employer match about $193,838 at 4% or $129,225 at 6%; with 100% employer match about $145,378 at 4% or $96,919 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$187,100$46,521$11,630iApproximate average salary by contribution assumption: employee only about $290,756 at 4% or $193,838 at 6%; with 50% employer match about $193,838 at 4% or $129,225 at 6%; with 100% employer match about $145,378 at 4% or $96,919 at 6%.
201514$128,607$76,144$19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$128,607$76,144$19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%.
201413$55,456$5,482$1,827iApproximate average salary by contribution assumption: employee only about $45,683 at 4% or $30,456 at 6%; with 50% employer match about $30,456 at 4% or $20,304 at 6%; with 100% employer match about $22,842 at 4% or $15,228 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-3$55,456$5,482$1,827iApproximate average salary by contribution assumption: employee only about $45,683 at 4% or $30,456 at 6%; with 50% employer match about $30,456 at 4% or $20,304 at 6%; with 100% employer match about $22,842 at 4% or $15,228 at 6%.
201314$50,516$8,310$2,078iApproximate average salary by contribution assumption: employee only about $51,938 at 4% or $34,625 at 6%; with 50% employer match about $34,625 at 4% or $23,083 at 6%; with 100% employer match about $25,969 at 4% or $17,313 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$50,516$8,310$2,078iApproximate average salary by contribution assumption: employee only about $51,938 at 4% or $34,625 at 6%; with 50% employer match about $34,625 at 4% or $23,083 at 6%; with 100% employer match about $25,969 at 4% or $17,313 at 6%.
201214$32,743$14,398$3,600iApproximate average salary by contribution assumption: employee only about $89,988 at 4% or $59,992 at 6%; with 50% employer match about $59,992 at 4% or $39,994 at 6%; with 100% employer match about $44,994 at 4% or $29,996 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$32,743$14,398$3,600iApproximate average salary by contribution assumption: employee only about $89,988 at 4% or $59,992 at 6%; with 50% employer match about $59,992 at 4% or $39,994 at 6%; with 100% employer match about $44,994 at 4% or $29,996 at 6%.
201114$15,149$5,898$1,475iApproximate average salary by contribution assumption: employee only about $36,863 at 4% or $24,575 at 6%; with 50% employer match about $24,575 at 4% or $16,383 at 6%; with 100% employer match about $18,431 at 4% or $12,288 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$15,149$5,898$1,475iApproximate average salary by contribution assumption: employee only about $36,863 at 4% or $24,575 at 6%; with 50% employer match about $24,575 at 4% or $16,383 at 6%; with 100% employer match about $18,431 at 4% or $12,288 at 6%.
201014$10,523$6,142$1,536iApproximate average salary by contribution assumption: employee only about $38,388 at 4% or $25,592 at 6%; with 50% employer match about $25,592 at 4% or $17,061 at 6%; with 100% employer match about $19,194 at 4% or $12,796 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$10,523$6,142$1,536iApproximate average salary by contribution assumption: employee only about $38,388 at 4% or $25,592 at 6%; with 50% employer match about $25,592 at 4% or $17,061 at 6%; with 100% employer match about $19,194 at 4% or $12,796 at 6%.
200914$3,157$5,942$1,486iApproximate average salary by contribution assumption: employee only about $37,138 at 4% or $24,758 at 6%; with 50% employer match about $24,758 at 4% or $16,506 at 6%; with 100% employer match about $18,569 at 4% or $12,379 at 6%.
Bartlett Group Inc 401(K) Profit Sharing Plan & Trust-4$3,157$5,942$1,486iApproximate average salary by contribution assumption: employee only about $37,138 at 4% or $24,758 at 6%; with 50% employer match about $24,758 at 4% or $16,506 at 6%; with 100% employer match about $18,569 at 4% or $12,379 at 6%.