Civic Intelligence

Mark Bartlett, Bartlett Insurance Agency Inc.

Plan context: Bartlett Insurance Agency Inc. Profit Sharing Plan

EIN 34-1531531 • Independence, OH • 25 filings • 4 plans

6500 Rockside Road, Ste 170Independence, OH 44131-2348
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,474,434

2020 Contributions

$2,099

Historical Graphs

Total Assets Over Time

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

$1,474,434$737,217$0199920122019YearValue
$1,474,434Latest year 2019

Participants Over Time

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

630199920092019YearValue
4Latest year 2019

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
202010$0$2,099-
Bartlett Insurance Agency Inc. Profit Sharing Plan-0$0$2,099-
201914$1,474,434$3,197$799iApproximate average salary by contribution assumption: employee only about $19,981 at 4% or $13,321 at 6%; with 50% employer match about $13,321 at 4% or $8,881 at 6%; with 100% employer match about $9,991 at 4% or $6,660 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,474,434$3,197$799iApproximate average salary by contribution assumption: employee only about $19,981 at 4% or $13,321 at 6%; with 50% employer match about $13,321 at 4% or $8,881 at 6%; with 100% employer match about $9,991 at 4% or $6,660 at 6%.
201814$1,426,127$3,024$756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,426,127$3,024$756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%.
201714$1,391,011$2,854$714iApproximate average salary by contribution assumption: employee only about $17,838 at 4% or $11,892 at 6%; with 50% employer match about $11,892 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,391,011$2,854$714iApproximate average salary by contribution assumption: employee only about $17,838 at 4% or $11,892 at 6%; with 50% employer match about $11,892 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
201614$1,345,604$2,507$627iApproximate average salary by contribution assumption: employee only about $15,669 at 4% or $10,446 at 6%; with 50% employer match about $10,446 at 4% or $6,964 at 6%; with 100% employer match about $7,834 at 4% or $5,223 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,345,604$2,507$627iApproximate average salary by contribution assumption: employee only about $15,669 at 4% or $10,446 at 6%; with 50% employer match about $10,446 at 4% or $6,964 at 6%; with 100% employer match about $7,834 at 4% or $5,223 at 6%.
201514$1,299,316$7,488$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,299,316$7,488$1,872iApproximate average salary by contribution assumption: employee only about $46,800 at 4% or $31,200 at 6%; with 50% employer match about $31,200 at 4% or $20,800 at 6%; with 100% employer match about $23,400 at 4% or $15,600 at 6%.
201415$1,257,682$2,185$437iApproximate average salary by contribution assumption: employee only about $10,925 at 4% or $7,283 at 6%; with 50% employer match about $7,283 at 4% or $4,856 at 6%; with 100% employer match about $5,463 at 4% or $3,642 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-5$1,257,682$2,185$437iApproximate average salary by contribution assumption: employee only about $10,925 at 4% or $7,283 at 6%; with 50% employer match about $7,283 at 4% or $4,856 at 6%; with 100% employer match about $5,463 at 4% or $3,642 at 6%.
201314$1,215,460$1,561$390iApproximate average salary by contribution assumption: employee only about $9,756 at 4% or $6,504 at 6%; with 50% employer match about $6,504 at 4% or $4,336 at 6%; with 100% employer match about $4,878 at 4% or $3,252 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$1,215,460$1,561$390iApproximate average salary by contribution assumption: employee only about $9,756 at 4% or $6,504 at 6%; with 50% employer match about $6,504 at 4% or $4,336 at 6%; with 100% employer match about $4,878 at 4% or $3,252 at 6%.
201216$1,195,913$1,211$202iApproximate average salary by contribution assumption: employee only about $5,046 at 4% or $3,364 at 6%; with 50% employer match about $3,364 at 4% or $2,243 at 6%; with 100% employer match about $2,523 at 4% or $1,682 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-6$1,195,913$1,211$202iApproximate average salary by contribution assumption: employee only about $5,046 at 4% or $3,364 at 6%; with 50% employer match about $3,364 at 4% or $2,243 at 6%; with 100% employer match about $2,523 at 4% or $1,682 at 6%.
201116$1,142,618$12,571$2,095iApproximate average salary by contribution assumption: employee only about $52,379 at 4% or $34,919 at 6%; with 50% employer match about $34,919 at 4% or $23,280 at 6%; with 100% employer match about $26,190 at 4% or $17,460 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-6$1,142,618$12,571$2,095iApproximate average salary by contribution assumption: employee only about $52,379 at 4% or $34,919 at 6%; with 50% employer match about $34,919 at 4% or $23,280 at 6%; with 100% employer match about $26,190 at 4% or $17,460 at 6%.
201016$1,084,839$3,072$512iApproximate average salary by contribution assumption: employee only about $12,800 at 4% or $8,533 at 6%; with 50% employer match about $8,533 at 4% or $5,689 at 6%; with 100% employer match about $6,400 at 4% or $4,267 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-6$1,084,839$3,072$512iApproximate average salary by contribution assumption: employee only about $12,800 at 4% or $8,533 at 6%; with 50% employer match about $8,533 at 4% or $5,689 at 6%; with 100% employer match about $6,400 at 4% or $4,267 at 6%.
200915$1,034,620$2,141$428iApproximate average salary by contribution assumption: employee only about $10,705 at 4% or $7,137 at 6%; with 50% employer match about $7,137 at 4% or $4,758 at 6%; with 100% employer match about $5,353 at 4% or $3,568 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-5$1,034,620$2,141$428iApproximate average salary by contribution assumption: employee only about $10,705 at 4% or $7,137 at 6%; with 50% employer match about $7,137 at 4% or $4,758 at 6%; with 100% employer match about $5,353 at 4% or $3,568 at 6%.
200813$0$0-
Bartlett Insurance Agency Inc. Profit Sharing Plan-3---
200714$0$0-
Bartlett Insurance Agency Inc. Profit Sharing Plan-4---
200614$778,209$58,845$14,711iApproximate average salary by contribution assumption: employee only about $367,781 at 4% or $245,188 at 6%; with 50% employer match about $245,188 at 4% or $163,458 at 6%; with 100% employer match about $183,891 at 4% or $122,594 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-4$778,209$58,845$14,711iApproximate average salary by contribution assumption: employee only about $367,781 at 4% or $245,188 at 6%; with 50% employer match about $245,188 at 4% or $163,458 at 6%; with 100% employer match about $183,891 at 4% or $122,594 at 6%.
200512$687,943$55,887$27,944iApproximate average salary by contribution assumption: employee only about $698,588 at 4% or $465,725 at 6%; with 50% employer match about $465,725 at 4% or $310,483 at 6%; with 100% employer match about $349,294 at 4% or $232,863 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-2$687,943$55,887$27,944iApproximate average salary by contribution assumption: employee only about $698,588 at 4% or $465,725 at 6%; with 50% employer match about $465,725 at 4% or $310,483 at 6%; with 100% employer match about $349,294 at 4% or $232,863 at 6%.
200413$626,949$58,464$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-3$626,949$58,464$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
200313$575,696$59,903$19,968iApproximate average salary by contribution assumption: employee only about $499,192 at 4% or $332,794 at 6%; with 50% employer match about $332,794 at 4% or $221,863 at 6%; with 100% employer match about $249,596 at 4% or $166,397 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-3$575,696$59,903$19,968iApproximate average salary by contribution assumption: employee only about $499,192 at 4% or $332,794 at 6%; with 50% employer match about $332,794 at 4% or $221,863 at 6%; with 100% employer match about $249,596 at 4% or $166,397 at 6%.
200213$0$0-
Bartlett Insurance Agency Inc. Profit Sharing Plan-3---
200123$0$0-
Bartlett Insurance Agency Inc. Profit Sharing Plan-3---
Bartlett Insurance Agency Inc. Money Purchase Plan-0---
200022$0$0-
Bartlett Insurance Agency Inc. Money Purchase Plan-2---
Bartlett Insurance Agency Inc. Profit Sharing Plan-2---
199922$398,935$37,840$18,920iApproximate average salary by contribution assumption: employee only about $473,000 at 4% or $315,333 at 6%; with 50% employer match about $315,333 at 4% or $210,222 at 6%; with 100% employer match about $236,500 at 4% or $157,667 at 6%.
Bartlett Insurance Agency Inc. Profit Sharing Plan-2$252,390$22,704$11,352iApproximate average salary by contribution assumption: employee only about $283,800 at 4% or $189,200 at 6%; with 50% employer match about $189,200 at 4% or $126,133 at 6%; with 100% employer match about $141,900 at 4% or $94,600 at 6%.
Bartlett Insurance Agency Inc. Money Purchase Plan-2$146,545$15,136$7,568iApproximate average salary by contribution assumption: employee only about $189,200 at 4% or $126,133 at 6%; with 50% employer match about $126,133 at 4% or $84,089 at 6%; with 100% employer match about $94,600 at 4% or $63,067 at 6%.