Civic Intelligence

Barratt Assset Management LLC

Plan context: Bam 401(K) Plan

EIN 27-3083303 • Indianapolis, IN • 11 filings • 4 plans

602 N Capitol AveSuite 210Indianapolis, IN 46204
Current Snapshot

Latest Year

2024

2024 Participants

188

2024 Assets

$2,159,959

2024 Contributions

$1,123,926

Historical Graphs

Total Assets Over Time

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

$2,159,959$1,079,980$0201720212024YearValue
$2,159,959Latest year 2024

Participants Over Time

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

188940201720212024YearValue
188Latest 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
20242188$2,159,959$1,123,926$5,978iApproximate average salary by contribution assumption: employee only about $149,458 at 4% or $99,639 at 6%; with 50% employer match about $99,639 at 4% or $66,426 at 6%; with 100% employer match about $74,729 at 4% or $49,819 at 6%.
Bam 401(K) Plan-188$2,159,959$1,123,926$5,978iApproximate average salary by contribution assumption: employee only about $149,458 at 4% or $99,639 at 6%; with 50% employer match about $99,639 at 4% or $66,426 at 6%; with 100% employer match about $74,729 at 4% or $49,819 at 6%.
The Bam Companies Employee Benefit Plan-171---
20232134$990,866$659,306$4,920iApproximate average salary by contribution assumption: employee only about $123,005 at 4% or $82,003 at 6%; with 50% employer match about $82,003 at 4% or $54,669 at 6%; with 100% employer match about $61,502 at 4% or $41,002 at 6%.
Bam 401(K) Plan-131$990,866$659,306$5,033iApproximate average salary by contribution assumption: employee only about $125,822 at 4% or $83,881 at 6%; with 50% employer match about $83,881 at 4% or $55,921 at 6%; with 100% employer match about $62,911 at 4% or $41,941 at 6%.
The Bam Companies Employee Benefit Plan-134---
20222123$345,385$141,298$1,149iApproximate average salary by contribution assumption: employee only about $28,719 at 4% or $19,146 at 6%; with 50% employer match about $19,146 at 4% or $12,764 at 6%; with 100% employer match about $14,360 at 4% or $9,573 at 6%.
Bam 401(K) Plan-24$345,385$141,298$5,887iApproximate average salary by contribution assumption: employee only about $147,185 at 4% or $98,124 at 6%; with 50% employer match about $98,124 at 4% or $65,416 at 6%; with 100% employer match about $73,593 at 4% or $49,062 at 6%.
The Bam Companies Employee Benefit Plan-123---
2021117$265,027$203,534$11,973iApproximate average salary by contribution assumption: employee only about $299,315 at 4% or $199,543 at 6%; with 50% employer match about $199,543 at 4% or $133,029 at 6%; with 100% employer match about $149,657 at 4% or $99,772 at 6%.
Bam 401(K) Plan-17$265,027$203,534$11,973iApproximate average salary by contribution assumption: employee only about $299,315 at 4% or $199,543 at 6%; with 50% employer match about $199,543 at 4% or $133,029 at 6%; with 100% employer match about $149,657 at 4% or $99,772 at 6%.
2020115$95,108$51,006$3,400iApproximate average salary by contribution assumption: employee only about $85,010 at 4% or $56,673 at 6%; with 50% employer match about $56,673 at 4% or $37,782 at 6%; with 100% employer match about $42,505 at 4% or $28,337 at 6%.
Bam 401(K) Plan-15$95,108$51,006$3,400iApproximate average salary by contribution assumption: employee only about $85,010 at 4% or $56,673 at 6%; with 50% employer match about $56,673 at 4% or $37,782 at 6%; with 100% employer match about $42,505 at 4% or $28,337 at 6%.
2019116$41,127$40,551$2,534iApproximate average salary by contribution assumption: employee only about $63,361 at 4% or $42,241 at 6%; with 50% employer match about $42,241 at 4% or $28,160 at 6%; with 100% employer match about $31,680 at 4% or $21,120 at 6%.
Bam 401(K) Plan-16$41,127$40,551$2,534iApproximate average salary by contribution assumption: employee only about $63,361 at 4% or $42,241 at 6%; with 50% employer match about $42,241 at 4% or $28,160 at 6%; with 100% employer match about $31,680 at 4% or $21,120 at 6%.
201815$6,280$6,065$1,213iApproximate average salary by contribution assumption: employee only about $30,325 at 4% or $20,217 at 6%; with 50% employer match about $20,217 at 4% or $13,478 at 6%; with 100% employer match about $15,163 at 4% or $10,108 at 6%.
Bam 401(K) Plan-5$6,280$6,065$1,213iApproximate average salary by contribution assumption: employee only about $30,325 at 4% or $20,217 at 6%; with 50% employer match about $20,217 at 4% or $13,478 at 6%; with 100% employer match about $15,163 at 4% or $10,108 at 6%.
201711$760$1,395$1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%.
Bam 401(K) Plan-1$760$1,395$1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%.