Civic Intelligence

Bartholomew Associates Inc.

Plan context: Bartholomew Associates Inc. 401(K) Profit Sharing Plan & Trust

EIN 27-4440515 • Davis, CA • 4 filings • 2 plans

1520 East Covell Blvd., Suite B5,#363Davis, CA 95616
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$200,123

2015 Contributions

$27,743

Historical Graphs

Total Assets Over Time

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

$200,123$100,062$0201220132014YearValue
$200,123Latest year 2014

Participants Over Time

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

420201220132014YearValue
4Latest year 2014

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
201510$0$0-
Bartholomew Associates Inc. 401(K) Profit Sharing Plan & Trust-0$0$0-
201414$200,123$27,743$6,936iApproximate average salary by contribution assumption: employee only about $173,394 at 4% or $115,596 at 6%; with 50% employer match about $115,596 at 4% or $77,064 at 6%; with 100% employer match about $86,697 at 4% or $57,798 at 6%.
Bartholomew Associates Inc. 401(K) Profit Sharing Plan & Trust-4$200,123$27,743$6,936iApproximate average salary by contribution assumption: employee only about $173,394 at 4% or $115,596 at 6%; with 50% employer match about $115,596 at 4% or $77,064 at 6%; with 100% employer match about $86,697 at 4% or $57,798 at 6%.
201314$159,645$33,693$8,423iApproximate average salary by contribution assumption: employee only about $210,581 at 4% or $140,388 at 6%; with 50% employer match about $140,388 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
Bartholomew Associates Inc. 401(K) Profit Sharing Plan & Trust-4$159,645$33,693$8,423iApproximate average salary by contribution assumption: employee only about $210,581 at 4% or $140,388 at 6%; with 50% employer match about $140,388 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
201214$106,157$56,607$14,152iApproximate average salary by contribution assumption: employee only about $353,794 at 4% or $235,863 at 6%; with 50% employer match about $235,863 at 4% or $157,242 at 6%; with 100% employer match about $176,897 at 4% or $117,931 at 6%.
Bartholomew Associates Inc. 401(K) Profit Sharing Plan & Trust-4$106,157$56,607$14,152iApproximate average salary by contribution assumption: employee only about $353,794 at 4% or $235,863 at 6%; with 50% employer match about $235,863 at 4% or $157,242 at 6%; with 100% employer match about $176,897 at 4% or $117,931 at 6%.