Civic Intelligence

Stockton Rush Bartol Foundation

Plan context: Bartol Retirement Plan

EIN 23-2318470 • Philadelphia, PA • 9 filings • 2 plans

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1501 Cherry StPhiladelphia, PA 19102-1403
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$517,650

2023 Contributions

$17,010

Historical Graphs

Total Assets Over Time

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

$517,650$258,825$0201520192023YearValue
$517,650Latest year 2023

Participants Over Time

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

320201520192023YearValue
1Latest year 2023

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
202311$517,650$17,010$17,010iApproximate average salary by contribution assumption: employee only about $425,250 at 4% or $283,500 at 6%; with 50% employer match about $283,500 at 4% or $189,000 at 6%; with 100% employer match about $212,625 at 4% or $141,750 at 6%.
Bartol Retirement Plan-1$517,650$17,010$17,010iApproximate average salary by contribution assumption: employee only about $425,250 at 4% or $283,500 at 6%; with 50% employer match about $283,500 at 4% or $189,000 at 6%; with 100% employer match about $212,625 at 4% or $141,750 at 6%.
202211$404,517$31,391$31,391iApproximate average salary by contribution assumption: employee only about $784,775 at 4% or $523,183 at 6%; with 50% employer match about $523,183 at 4% or $348,789 at 6%; with 100% employer match about $392,388 at 4% or $261,592 at 6%.
Bartol Retirement Plan-1$404,517$31,391$31,391iApproximate average salary by contribution assumption: employee only about $784,775 at 4% or $523,183 at 6%; with 50% employer match about $523,183 at 4% or $348,789 at 6%; with 100% employer match about $392,388 at 4% or $261,592 at 6%.
202111$509,150$88,532$88,532iApproximate average salary by contribution assumption: employee only about $2,213,300 at 4% or $1,475,533 at 6%; with 50% employer match about $1,475,533 at 4% or $983,689 at 6%; with 100% employer match about $1,106,650 at 4% or $737,767 at 6%.
Bartol Retirement Plan-1$509,150$88,532$88,532iApproximate average salary by contribution assumption: employee only about $2,213,300 at 4% or $1,475,533 at 6%; with 50% employer match about $1,475,533 at 4% or $983,689 at 6%; with 100% employer match about $1,106,650 at 4% or $737,767 at 6%.
202012$435,454$106,142$53,071iApproximate average salary by contribution assumption: employee only about $1,326,775 at 4% or $884,517 at 6%; with 50% employer match about $884,517 at 4% or $589,678 at 6%; with 100% employer match about $663,388 at 4% or $442,258 at 6%.
Bartol Retirement Plan-2$435,454$106,142$53,071iApproximate average salary by contribution assumption: employee only about $1,326,775 at 4% or $884,517 at 6%; with 50% employer match about $884,517 at 4% or $589,678 at 6%; with 100% employer match about $663,388 at 4% or $442,258 at 6%.
201912$329,432$19,344$9,672iApproximate average salary by contribution assumption: employee only about $241,800 at 4% or $161,200 at 6%; with 50% employer match about $161,200 at 4% or $107,467 at 6%; with 100% employer match about $120,900 at 4% or $80,600 at 6%.
Bartol Retirement Plan-2$329,432$19,344$9,672iApproximate average salary by contribution assumption: employee only about $241,800 at 4% or $161,200 at 6%; with 50% employer match about $161,200 at 4% or $107,467 at 6%; with 100% employer match about $120,900 at 4% or $80,600 at 6%.
201813$276,396$14,821$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
Bartol Retirement Plan-3$276,396$14,821$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,339 at 6%; with 50% employer match about $82,339 at 4% or $54,893 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
201713$262,619$10,353$3,451iApproximate average salary by contribution assumption: employee only about $86,275 at 4% or $57,517 at 6%; with 50% employer match about $57,517 at 4% or $38,344 at 6%; with 100% employer match about $43,138 at 4% or $28,758 at 6%.
Bartol Retirement Plan-3$262,619$10,353$3,451iApproximate average salary by contribution assumption: employee only about $86,275 at 4% or $57,517 at 6%; with 50% employer match about $57,517 at 4% or $38,344 at 6%; with 100% employer match about $43,138 at 4% or $28,758 at 6%.
201612$209,302$7,100$3,550iApproximate average salary by contribution assumption: employee only about $88,750 at 4% or $59,167 at 6%; with 50% employer match about $59,167 at 4% or $39,444 at 6%; with 100% employer match about $44,375 at 4% or $29,583 at 6%.
Bartol Retirement Plan-2$209,302$7,100$3,550iApproximate average salary by contribution assumption: employee only about $88,750 at 4% or $59,167 at 6%; with 50% employer match about $59,167 at 4% or $39,444 at 6%; with 100% employer match about $44,375 at 4% or $29,583 at 6%.
201512$199,439$13,020$6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%.
Bartol Retirement Plan-2$199,439$13,020$6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%.