Civic Intelligence

Mark Bartelstein & Associates Inc.

Plan context: Mark Bartelstein & Associates 401K Plan

EIN 36-4056452 • Chicago, IL • 25 filings • 2 plans

325 N. Lasalle St.Suite 650Chicago, IL 60654
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$10,675,005

2024 Contributions

$655,568

Historical Graphs

Total Assets Over Time

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

$10,675,005$5,337,503$0200220142024YearValue
$10,675,005Latest year 2024

Participants Over Time

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

42210200020122024YearValue
42Latest 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
2024142$10,675,005$655,568$15,609iApproximate average salary by contribution assumption: employee only about $390,219 at 4% or $260,146 at 6%; with 50% employer match about $260,146 at 4% or $173,431 at 6%; with 100% employer match about $195,110 at 4% or $130,073 at 6%.
Mark Bartelstein & Associates 401K Plan-42$10,675,005$655,568$15,609iApproximate average salary by contribution assumption: employee only about $390,219 at 4% or $260,146 at 6%; with 50% employer match about $260,146 at 4% or $173,431 at 6%; with 100% employer match about $195,110 at 4% or $130,073 at 6%.
2023139$9,012,279$606,527$15,552iApproximate average salary by contribution assumption: employee only about $388,799 at 4% or $259,200 at 6%; with 50% employer match about $259,200 at 4% or $172,800 at 6%; with 100% employer match about $194,400 at 4% or $129,600 at 6%.
Mark Bartelstein & Associates 401K Plan-39$9,012,279$606,527$15,552iApproximate average salary by contribution assumption: employee only about $388,799 at 4% or $259,200 at 6%; with 50% employer match about $259,200 at 4% or $172,800 at 6%; with 100% employer match about $194,400 at 4% or $129,600 at 6%.
2022133$7,410,374$426,523$12,925iApproximate average salary by contribution assumption: employee only about $323,123 at 4% or $215,416 at 6%; with 50% employer match about $215,416 at 4% or $143,610 at 6%; with 100% employer match about $161,562 at 4% or $107,708 at 6%.
Mark Bartelstein & Associates 401K Plan-33$7,410,374$426,523$12,925iApproximate average salary by contribution assumption: employee only about $323,123 at 4% or $215,416 at 6%; with 50% employer match about $215,416 at 4% or $143,610 at 6%; with 100% employer match about $161,562 at 4% or $107,708 at 6%.
2021133$9,699,814$568,876$17,239iApproximate average salary by contribution assumption: employee only about $430,967 at 4% or $287,311 at 6%; with 50% employer match about $287,311 at 4% or $191,541 at 6%; with 100% employer match about $215,483 at 4% or $143,656 at 6%.
Mark Bartelstein & Associates 401K Plan-33$9,699,814$568,876$17,239iApproximate average salary by contribution assumption: employee only about $430,967 at 4% or $287,311 at 6%; with 50% employer match about $287,311 at 4% or $191,541 at 6%; with 100% employer match about $215,483 at 4% or $143,656 at 6%.
2020130$8,179,731$485,377$16,179iApproximate average salary by contribution assumption: employee only about $404,481 at 4% or $269,654 at 6%; with 50% employer match about $269,654 at 4% or $179,769 at 6%; with 100% employer match about $202,240 at 4% or $134,827 at 6%.
Mark Bartelstein & Associates 401K Plan-30$8,179,731$485,377$16,179iApproximate average salary by contribution assumption: employee only about $404,481 at 4% or $269,654 at 6%; with 50% employer match about $269,654 at 4% or $179,769 at 6%; with 100% employer match about $202,240 at 4% or $134,827 at 6%.
2019129$6,583,497$461,110$15,900iApproximate average salary by contribution assumption: employee only about $397,509 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
Mark Bartelstein & Associates 401K Plan-29$6,583,497$461,110$15,900iApproximate average salary by contribution assumption: employee only about $397,509 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
2018128$5,185,036$412,637$14,737iApproximate average salary by contribution assumption: employee only about $368,426 at 4% or $245,617 at 6%; with 50% employer match about $245,617 at 4% or $163,745 at 6%; with 100% employer match about $184,213 at 4% or $122,809 at 6%.
Mark Bartelstein & Associates 401K Plan-28$5,185,036$412,637$14,737iApproximate average salary by contribution assumption: employee only about $368,426 at 4% or $245,617 at 6%; with 50% employer match about $245,617 at 4% or $163,745 at 6%; with 100% employer match about $184,213 at 4% or $122,809 at 6%.
2017127$5,236,960$378,083$14,003iApproximate average salary by contribution assumption: employee only about $350,077 at 4% or $233,385 at 6%; with 50% employer match about $233,385 at 4% or $155,590 at 6%; with 100% employer match about $175,038 at 4% or $116,692 at 6%.
Mark Bartelstein & Associates 401K Plan-27$5,236,960$378,083$14,003iApproximate average salary by contribution assumption: employee only about $350,077 at 4% or $233,385 at 6%; with 50% employer match about $233,385 at 4% or $155,590 at 6%; with 100% employer match about $175,038 at 4% or $116,692 at 6%.
2016129$5,141,892$404,459$13,947iApproximate average salary by contribution assumption: employee only about $348,672 at 4% or $232,448 at 6%; with 50% employer match about $232,448 at 4% or $154,965 at 6%; with 100% employer match about $174,336 at 4% or $116,224 at 6%.
Mark Bartelstein & Associates 401K Plan-29$5,141,892$404,459$13,947iApproximate average salary by contribution assumption: employee only about $348,672 at 4% or $232,448 at 6%; with 50% employer match about $232,448 at 4% or $154,965 at 6%; with 100% employer match about $174,336 at 4% or $116,224 at 6%.
2015123$4,760,648$377,119$16,396iApproximate average salary by contribution assumption: employee only about $409,912 at 4% or $273,275 at 6%; with 50% employer match about $273,275 at 4% or $182,183 at 6%; with 100% employer match about $204,956 at 4% or $136,637 at 6%.
Mark Bartelstein & Associates 401K Plan-23$4,760,648$377,119$16,396iApproximate average salary by contribution assumption: employee only about $409,912 at 4% or $273,275 at 6%; with 50% employer match about $273,275 at 4% or $182,183 at 6%; with 100% employer match about $204,956 at 4% or $136,637 at 6%.
2014121$4,420,576$366,710$17,462iApproximate average salary by contribution assumption: employee only about $436,560 at 4% or $291,040 at 6%; with 50% employer match about $291,040 at 4% or $194,026 at 6%; with 100% employer match about $218,280 at 4% or $145,520 at 6%.
Mark Bartelstein & Associates 401K Plan-21$4,420,576$366,710$17,462iApproximate average salary by contribution assumption: employee only about $436,560 at 4% or $291,040 at 6%; with 50% employer match about $291,040 at 4% or $194,026 at 6%; with 100% employer match about $218,280 at 4% or $145,520 at 6%.
2013124$3,894,106$360,810$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
Mark Bartelstein & Associates 401K Plan-24$3,894,106$360,810$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
2012122$3,316,428$351,752$15,989iApproximate average salary by contribution assumption: employee only about $399,718 at 4% or $266,479 at 6%; with 50% employer match about $266,479 at 4% or $177,653 at 6%; with 100% employer match about $199,859 at 4% or $133,239 at 6%.
Mark Bartelstein & Associates 401K Plan-22$3,316,428$351,752$15,989iApproximate average salary by contribution assumption: employee only about $399,718 at 4% or $266,479 at 6%; with 50% employer match about $266,479 at 4% or $177,653 at 6%; with 100% employer match about $199,859 at 4% or $133,239 at 6%.
2011120$2,596,821$336,133$16,807iApproximate average salary by contribution assumption: employee only about $420,166 at 4% or $280,111 at 6%; with 50% employer match about $280,111 at 4% or $186,741 at 6%; with 100% employer match about $210,083 at 4% or $140,055 at 6%.
Mark Bartelstein & Associates 401K Plan-20$2,596,821$336,133$16,807iApproximate average salary by contribution assumption: employee only about $420,166 at 4% or $280,111 at 6%; with 50% employer match about $280,111 at 4% or $186,741 at 6%; with 100% employer match about $210,083 at 4% or $140,055 at 6%.
2010122$2,482,419$350,852$15,948iApproximate average salary by contribution assumption: employee only about $398,695 at 4% or $265,797 at 6%; with 50% employer match about $265,797 at 4% or $177,198 at 6%; with 100% employer match about $199,348 at 4% or $132,898 at 6%.
Mark Bartelstein & Associates 401K Plan-22$2,482,419$350,852$15,948iApproximate average salary by contribution assumption: employee only about $398,695 at 4% or $265,797 at 6%; with 50% employer match about $265,797 at 4% or $177,198 at 6%; with 100% employer match about $199,348 at 4% or $132,898 at 6%.
2009122$1,886,592$317,807$14,446iApproximate average salary by contribution assumption: employee only about $361,144 at 4% or $240,763 at 6%; with 50% employer match about $240,763 at 4% or $160,509 at 6%; with 100% employer match about $180,572 at 4% or $120,381 at 6%.
Mark Bartelstein & Associates 401K Plan-22$1,886,592$317,807$14,446iApproximate average salary by contribution assumption: employee only about $361,144 at 4% or $240,763 at 6%; with 50% employer match about $240,763 at 4% or $160,509 at 6%; with 100% employer match about $180,572 at 4% or $120,381 at 6%.
2008120$1,149,672$282,501$14,125iApproximate average salary by contribution assumption: employee only about $353,126 at 4% or $235,418 at 6%; with 50% employer match about $235,418 at 4% or $156,945 at 6%; with 100% employer match about $176,563 at 4% or $117,709 at 6%.
Mark Bartelstein & Associates 401K Plan-20$1,149,672$282,501$14,125iApproximate average salary by contribution assumption: employee only about $353,126 at 4% or $235,418 at 6%; with 50% employer match about $235,418 at 4% or $156,945 at 6%; with 100% employer match about $176,563 at 4% or $117,709 at 6%.
2007120$0$0-
Mark Bartelstein & Associates 401K Plan-20---
2006118$1,304,414$230,131$12,785iApproximate average salary by contribution assumption: employee only about $319,626 at 4% or $213,084 at 6%; with 50% employer match about $213,084 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
Mark Bartelstein & Associates 401K Plan-18$1,304,414$230,131$12,785iApproximate average salary by contribution assumption: employee only about $319,626 at 4% or $213,084 at 6%; with 50% employer match about $213,084 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
2005118$958,988$208,723$11,596iApproximate average salary by contribution assumption: employee only about $289,893 at 4% or $193,262 at 6%; with 50% employer match about $193,262 at 4% or $128,841 at 6%; with 100% employer match about $144,947 at 4% or $96,631 at 6%.
Mark Bartelstein & Associates 401K Plan-18$958,988$208,723$11,596iApproximate average salary by contribution assumption: employee only about $289,893 at 4% or $193,262 at 6%; with 50% employer match about $193,262 at 4% or $128,841 at 6%; with 100% employer match about $144,947 at 4% or $96,631 at 6%.
2004117$706,771$191,324$11,254iApproximate average salary by contribution assumption: employee only about $281,359 at 4% or $187,573 at 6%; with 50% employer match about $187,573 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%.
Mark Bartelstein & Associates 401K Plan-17$706,771$191,324$11,254iApproximate average salary by contribution assumption: employee only about $281,359 at 4% or $187,573 at 6%; with 50% employer match about $187,573 at 4% or $125,048 at 6%; with 100% employer match about $140,679 at 4% or $93,786 at 6%.
2003114$466,324$151,375$10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%.
Mark Bartelstein & Associates 401K Plan-14$466,324$151,375$10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%.
2002111$239,829$115,180$10,471iApproximate average salary by contribution assumption: employee only about $261,773 at 4% or $174,515 at 6%; with 50% employer match about $174,515 at 4% or $116,343 at 6%; with 100% employer match about $130,886 at 4% or $87,258 at 6%.
Mark Bartelstein & Associates 401K Plan-11$239,829$115,180$10,471iApproximate average salary by contribution assumption: employee only about $261,773 at 4% or $174,515 at 6%; with 50% employer match about $174,515 at 4% or $116,343 at 6%; with 100% employer match about $130,886 at 4% or $87,258 at 6%.
2001111$0$0-
Mark Bartelstein & Associates 401K Plan-11---
2000111$0$0-
Mark Bartelstein & Associates 401K Plan-11---