Bartel Insurance Services
Plan context: Bartel Insurance Services Target Benefit Trust
EIN 33-0156893 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$183,776
2001 Contributions
$27,629
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 1 | $183,776 | $27,629 | $27,629iApproximate average salary by contribution assumption: employee only about $690,725 at 4% or $460,483 at 6%; with 50% employer match about $460,483 at 4% or $306,989 at 6%; with 100% employer match about $345,363 at 4% or $230,242 at 6%. |
| Bartel Insurance Services Target Benefit Trust | - | 1 | $183,776 | $27,629 | $27,629iApproximate average salary by contribution assumption: employee only about $690,725 at 4% or $460,483 at 6%; with 50% employer match about $460,483 at 4% or $306,989 at 6%; with 100% employer match about $345,363 at 4% or $230,242 at 6%. |
| 2000 | 1 | 1 | $207,891 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Bartel Insurance Services Target Benefit Trust | - | 1 | $207,891 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 1999 | 1 | 1 | $345,748 | $28,713 | $28,713iApproximate average salary by contribution assumption: employee only about $717,825 at 4% or $478,550 at 6%; with 50% employer match about $478,550 at 4% or $319,033 at 6%; with 100% employer match about $358,913 at 4% or $239,275 at 6%. |
| Bartel Insurance Services Target Benefit Trust | - | 1 | $345,748 | $28,713 | $28,713iApproximate average salary by contribution assumption: employee only about $717,825 at 4% or $478,550 at 6%; with 50% employer match about $478,550 at 4% or $319,033 at 6%; with 100% employer match about $358,913 at 4% or $239,275 at 6%. |