Civic Intelligence

Bartell & Bartell Ltd

Plan context: Bartell & Bartell Ltd. 401K Profit Sharing Plan

EIN 25-1409477 • State College, PA • 27 filings • 3 plans

432 Rolling Ridge DriveSuite 4State College, PA 16801
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,739,758

2025 Contributions

$151,845

Historical Graphs

Total Assets Over Time

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

$3,739,758$1,869,879$0199920122025YearValue
$3,739,758Latest year 2025

Participants Over Time

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

1790199920122025YearValue
16Latest year 2025

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
2025116$3,739,758$151,845$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$3,739,758$151,845$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
2024117$3,179,903$146,908$8,642iApproximate average salary by contribution assumption: employee only about $216,041 at 4% or $144,027 at 6%; with 50% employer match about $144,027 at 4% or $96,018 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-17$3,179,903$146,908$8,642iApproximate average salary by contribution assumption: employee only about $216,041 at 4% or $144,027 at 6%; with 50% employer match about $144,027 at 4% or $96,018 at 6%; with 100% employer match about $108,021 at 4% or $72,014 at 6%.
2023116$2,770,897$115,709$7,232iApproximate average salary by contribution assumption: employee only about $180,795 at 4% or $120,530 at 6%; with 50% employer match about $120,530 at 4% or $80,353 at 6%; with 100% employer match about $90,398 at 4% or $60,265 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$2,770,897$115,709$7,232iApproximate average salary by contribution assumption: employee only about $180,795 at 4% or $120,530 at 6%; with 50% employer match about $120,530 at 4% or $80,353 at 6%; with 100% employer match about $90,398 at 4% or $60,265 at 6%.
2022115$2,379,271$94,729$6,315iApproximate average salary by contribution assumption: employee only about $157,882 at 4% or $105,254 at 6%; with 50% employer match about $105,254 at 4% or $70,170 at 6%; with 100% employer match about $78,941 at 4% or $52,627 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$2,379,271$94,729$6,315iApproximate average salary by contribution assumption: employee only about $157,882 at 4% or $105,254 at 6%; with 50% employer match about $105,254 at 4% or $70,170 at 6%; with 100% employer match about $78,941 at 4% or $52,627 at 6%.
2021114$3,063,288$47,728$3,409iApproximate average salary by contribution assumption: employee only about $85,229 at 4% or $56,819 at 6%; with 50% employer match about $56,819 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,410 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-14$3,063,288$47,728$3,409iApproximate average salary by contribution assumption: employee only about $85,229 at 4% or $56,819 at 6%; with 50% employer match about $56,819 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,410 at 6%.
2020115$2,750,391$103,621$6,908iApproximate average salary by contribution assumption: employee only about $172,702 at 4% or $115,134 at 6%; with 50% employer match about $115,134 at 4% or $76,756 at 6%; with 100% employer match about $86,351 at 4% or $57,567 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$2,750,391$103,621$6,908iApproximate average salary by contribution assumption: employee only about $172,702 at 4% or $115,134 at 6%; with 50% employer match about $115,134 at 4% or $76,756 at 6%; with 100% employer match about $86,351 at 4% or $57,567 at 6%.
2019114$2,367,195$100,178$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,260 at 6%; with 50% employer match about $119,260 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-14$2,367,195$100,178$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,260 at 6%; with 50% employer match about $119,260 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
2018115$2,003,648$97,389$6,493iApproximate average salary by contribution assumption: employee only about $162,315 at 4% or $108,210 at 6%; with 50% employer match about $108,210 at 4% or $72,140 at 6%; with 100% employer match about $81,158 at 4% or $54,105 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$2,003,648$97,389$6,493iApproximate average salary by contribution assumption: employee only about $162,315 at 4% or $108,210 at 6%; with 50% employer match about $108,210 at 4% or $72,140 at 6%; with 100% employer match about $81,158 at 4% or $54,105 at 6%.
2017116$2,067,803$104,365$6,523iApproximate average salary by contribution assumption: employee only about $163,070 at 4% or $108,714 at 6%; with 50% employer match about $108,714 at 4% or $72,476 at 6%; with 100% employer match about $81,535 at 4% or $54,357 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$2,067,803$104,365$6,523iApproximate average salary by contribution assumption: employee only about $163,070 at 4% or $108,714 at 6%; with 50% employer match about $108,714 at 4% or $72,476 at 6%; with 100% employer match about $81,535 at 4% or $54,357 at 6%.
2016116$1,751,972$104,418$6,526iApproximate average salary by contribution assumption: employee only about $163,153 at 4% or $108,769 at 6%; with 50% employer match about $108,769 at 4% or $72,513 at 6%; with 100% employer match about $81,577 at 4% or $54,384 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$1,751,972$104,418$6,526iApproximate average salary by contribution assumption: employee only about $163,153 at 4% or $108,769 at 6%; with 50% employer match about $108,769 at 4% or $72,513 at 6%; with 100% employer match about $81,577 at 4% or $54,384 at 6%.
2015116$1,557,162$125,968$7,873iApproximate average salary by contribution assumption: employee only about $196,825 at 4% or $131,217 at 6%; with 50% employer match about $131,217 at 4% or $87,478 at 6%; with 100% employer match about $98,413 at 4% or $65,608 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$1,557,162$125,968$7,873iApproximate average salary by contribution assumption: employee only about $196,825 at 4% or $131,217 at 6%; with 50% employer match about $131,217 at 4% or $87,478 at 6%; with 100% employer match about $98,413 at 4% or $65,608 at 6%.
2014115$1,483,076$125,410$8,361iApproximate average salary by contribution assumption: employee only about $209,017 at 4% or $139,344 at 6%; with 50% employer match about $139,344 at 4% or $92,896 at 6%; with 100% employer match about $104,508 at 4% or $69,672 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$1,483,076$125,410$8,361iApproximate average salary by contribution assumption: employee only about $209,017 at 4% or $139,344 at 6%; with 50% employer match about $139,344 at 4% or $92,896 at 6%; with 100% employer match about $104,508 at 4% or $69,672 at 6%.
2013115$1,288,065$105,974$7,065iApproximate average salary by contribution assumption: employee only about $176,623 at 4% or $117,749 at 6%; with 50% employer match about $117,749 at 4% or $78,499 at 6%; with 100% employer match about $88,312 at 4% or $58,874 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$1,288,065$105,974$7,065iApproximate average salary by contribution assumption: employee only about $176,623 at 4% or $117,749 at 6%; with 50% employer match about $117,749 at 4% or $78,499 at 6%; with 100% employer match about $88,312 at 4% or $58,874 at 6%.
2012111$1,013,528$56,506$5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,211 at 4% or $42,808 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-11$1,013,528$56,506$5,137iApproximate average salary by contribution assumption: employee only about $128,423 at 4% or $85,615 at 6%; with 50% employer match about $85,615 at 4% or $57,077 at 6%; with 100% employer match about $64,211 at 4% or $42,808 at 6%.
2011111$885,818$53,488$4,863iApproximate average salary by contribution assumption: employee only about $121,564 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,782 at 4% or $40,521 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-11$885,818$53,488$4,863iApproximate average salary by contribution assumption: employee only about $121,564 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,782 at 4% or $40,521 at 6%.
2010112$848,272$44,371$3,698iApproximate average salary by contribution assumption: employee only about $92,440 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-12$848,272$44,371$3,698iApproximate average salary by contribution assumption: employee only about $92,440 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%.
2009112$744,689$49,082$4,090iApproximate average salary by contribution assumption: employee only about $102,254 at 4% or $68,169 at 6%; with 50% employer match about $68,169 at 4% or $45,446 at 6%; with 100% employer match about $51,127 at 4% or $34,085 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-12$744,689$49,082$4,090iApproximate average salary by contribution assumption: employee only about $102,254 at 4% or $68,169 at 6%; with 50% employer match about $68,169 at 4% or $45,446 at 6%; with 100% employer match about $51,127 at 4% or $34,085 at 6%.
2008115$608,960$75,002$5,000iApproximate average salary by contribution assumption: employee only about $125,003 at 4% or $83,336 at 6%; with 50% employer match about $83,336 at 4% or $55,557 at 6%; with 100% employer match about $62,502 at 4% or $41,668 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-15$608,960$75,002$5,000iApproximate average salary by contribution assumption: employee only about $125,003 at 4% or $83,336 at 6%; with 50% employer match about $83,336 at 4% or $55,557 at 6%; with 100% employer match about $62,502 at 4% or $41,668 at 6%.
2007114$831,306$91,643$6,546iApproximate average salary by contribution assumption: employee only about $163,648 at 4% or $109,099 at 6%; with 50% employer match about $109,099 at 4% or $72,733 at 6%; with 100% employer match about $81,824 at 4% or $54,549 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-14$831,306$91,643$6,546iApproximate average salary by contribution assumption: employee only about $163,648 at 4% or $109,099 at 6%; with 50% employer match about $109,099 at 4% or $72,733 at 6%; with 100% employer match about $81,824 at 4% or $54,549 at 6%.
2006114$687,828$94,493$6,750iApproximate average salary by contribution assumption: employee only about $168,738 at 4% or $112,492 at 6%; with 50% employer match about $112,492 at 4% or $74,994 at 6%; with 100% employer match about $84,369 at 4% or $56,246 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-14$687,828$94,493$6,750iApproximate average salary by contribution assumption: employee only about $168,738 at 4% or $112,492 at 6%; with 50% employer match about $112,492 at 4% or $74,994 at 6%; with 100% employer match about $84,369 at 4% or $56,246 at 6%.
2005116$559,466$99,489$6,218iApproximate average salary by contribution assumption: employee only about $155,452 at 4% or $103,634 at 6%; with 50% employer match about $103,634 at 4% or $69,090 at 6%; with 100% employer match about $77,726 at 4% or $51,817 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-16$559,466$99,489$6,218iApproximate average salary by contribution assumption: employee only about $155,452 at 4% or $103,634 at 6%; with 50% employer match about $103,634 at 4% or $69,090 at 6%; with 100% employer match about $77,726 at 4% or $51,817 at 6%.
2004112$424,581$89,969$7,497iApproximate average salary by contribution assumption: employee only about $187,435 at 4% or $124,957 at 6%; with 50% employer match about $124,957 at 4% or $83,305 at 6%; with 100% employer match about $93,718 at 4% or $62,478 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-12$424,581$89,969$7,497iApproximate average salary by contribution assumption: employee only about $187,435 at 4% or $124,957 at 6%; with 50% employer match about $124,957 at 4% or $83,305 at 6%; with 100% employer match about $93,718 at 4% or $62,478 at 6%.
2003112$311,570$48,917$4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,294 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-12$311,570$48,917$4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,294 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%.
2002110$236,591$59,055$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-10$236,591$59,055$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
2001112$236,539$62,817$5,235iApproximate average salary by contribution assumption: employee only about $130,869 at 4% or $87,246 at 6%; with 50% employer match about $87,246 at 4% or $58,164 at 6%; with 100% employer match about $65,434 at 4% or $43,623 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-12$236,539$62,817$5,235iApproximate average salary by contribution assumption: employee only about $130,869 at 4% or $87,246 at 6%; with 50% employer match about $87,246 at 4% or $58,164 at 6%; with 100% employer match about $65,434 at 4% or $43,623 at 6%.
2000110$213,377$62,876$6,288iApproximate average salary by contribution assumption: employee only about $157,190 at 4% or $104,793 at 6%; with 50% employer match about $104,793 at 4% or $69,862 at 6%; with 100% employer match about $78,595 at 4% or $52,397 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-10$213,377$62,876$6,288iApproximate average salary by contribution assumption: employee only about $157,190 at 4% or $104,793 at 6%; with 50% employer match about $104,793 at 4% or $69,862 at 6%; with 100% employer match about $78,595 at 4% or $52,397 at 6%.
199919$182,877$43,323$4,814iApproximate average salary by contribution assumption: employee only about $120,342 at 4% or $80,228 at 6%; with 50% employer match about $80,228 at 4% or $53,485 at 6%; with 100% employer match about $60,171 at 4% or $40,114 at 6%.
Bartell & Bartell Ltd. 401K Profit Sharing Plan-9$182,877$43,323$4,814iApproximate average salary by contribution assumption: employee only about $120,342 at 4% or $80,228 at 6%; with 50% employer match about $80,228 at 4% or $53,485 at 6%; with 100% employer match about $60,171 at 4% or $40,114 at 6%.