James L Bartells Ltd Profit Sharing Plan
Plan context: James L Bartells Ltd Profit Sharing Plan
EIN 39-1688213 • Wausau, WI • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$317,928
2025 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $317,928 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 4 | $317,928 | - | - |
| 2024 | 1 | 4 | $269,100 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 4 | $269,100 | - | - |
| 2023 | 1 | 4 | $231,236 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 4 | $231,236 | - | - |
| 2022 | 1 | 5 | $270,331 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $270,331 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2021 | 1 | 5 | $328,211 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $328,211 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2020 | 1 | 5 | $262,861 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $262,861 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2019 | 1 | 5 | $200,081 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $200,081 | - | - |
| 2018 | 1 | 6 | $616,602 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $616,602 | - | - |
| 2017 | 1 | 6 | $670,701 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $670,701 | - | - |
| 2016 | 1 | 6 | $544,377 | $33,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $544,377 | $33,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2015 | 1 | 6 | $465,383 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $465,383 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2014 | 1 | 5 | $443,271 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $443,271 | - | - |
| 2013 | 1 | 5 | $415,398 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $415,398 | - | - |
| 2012 | 1 | 5 | $340,977 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $340,977 | - | - |
| 2011 | 1 | 5 | $258,699 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $258,699 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2010 | 1 | 5 | $272,835 | $11,000 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $272,835 | $11,000 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| 2009 | 1 | 5 | $216,515 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $216,515 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2008 | 1 | 5 | $143,560 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $143,560 | - | - |
| 2007 | 1 | 3 | $240,911 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 3 | $240,911 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2006 | 1 | 3 | $215,666 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 3 | $215,666 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2005 | 1 | 3 | $199,128 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 3 | $199,128 | - | - |
| 2004 | 1 | 3 | $178,561 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 3 | $178,561 | - | - |
| 2003 | 1 | 6 | $160,828 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $160,828 | - | - |
| 2002 | 1 | 5 | $119,632 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $119,632 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2001 | 1 | 4 | $121,494 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 4 | $121,494 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 5 | $119,549 | $0 | - |
| James L Bartells Ltd Profit Sharing Plan | - | 5 | $119,549 | - | - |
| 1999 | 1 | 6 | $108,450 | $47,695 | $7,949iApproximate average salary by contribution assumption: employee only about $198,729 at 4% or $132,486 at 6%; with 50% employer match about $132,486 at 4% or $88,324 at 6%; with 100% employer match about $99,365 at 4% or $66,243 at 6%. |
| James L Bartells Ltd Profit Sharing Plan | - | 6 | $108,450 | $47,695 | $7,949iApproximate average salary by contribution assumption: employee only about $198,729 at 4% or $132,486 at 6%; with 50% employer match about $132,486 at 4% or $88,324 at 6%; with 100% employer match about $99,365 at 4% or $66,243 at 6%. |