Civic Intelligence

Bartelt Inc.

Plan context: Bartelt Inc. 401(K) Profit Sharing Plan

EIN 39-1744913 • Delafield, WI • 25 filings • 6 plans

528 Wells St. - Suite BDelafield, WI 53018
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,611,956

2024 Contributions

$240,499

Historical Graphs

Total Assets Over Time

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

$2,611,956$1,305,978$0200020132024YearValue
$2,611,956Latest year 2024

Participants Over Time

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

51260200020122024YearValue
21Latest 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
2024121$2,611,956$240,499$11,452iApproximate average salary by contribution assumption: employee only about $286,308 at 4% or $190,872 at 6%; with 50% employer match about $190,872 at 4% or $127,248 at 6%; with 100% employer match about $143,154 at 4% or $95,436 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-21$2,611,956$240,499$11,452iApproximate average salary by contribution assumption: employee only about $286,308 at 4% or $190,872 at 6%; with 50% employer match about $190,872 at 4% or $127,248 at 6%; with 100% employer match about $143,154 at 4% or $95,436 at 6%.
2023121$2,095,720$231,463$11,022iApproximate average salary by contribution assumption: employee only about $275,551 at 4% or $183,701 at 6%; with 50% employer match about $183,701 at 4% or $122,467 at 6%; with 100% employer match about $137,776 at 4% or $91,850 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-21$2,095,720$231,463$11,022iApproximate average salary by contribution assumption: employee only about $275,551 at 4% or $183,701 at 6%; with 50% employer match about $183,701 at 4% or $122,467 at 6%; with 100% employer match about $137,776 at 4% or $91,850 at 6%.
2022124$1,720,570$226,413$9,434iApproximate average salary by contribution assumption: employee only about $235,847 at 4% or $157,231 at 6%; with 50% employer match about $157,231 at 4% or $104,821 at 6%; with 100% employer match about $117,923 at 4% or $78,616 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-24$1,720,570$226,413$9,434iApproximate average salary by contribution assumption: employee only about $235,847 at 4% or $157,231 at 6%; with 50% employer match about $157,231 at 4% or $104,821 at 6%; with 100% employer match about $117,923 at 4% or $78,616 at 6%.
2021123$1,759,845$165,939$7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,246 at 6%; with 50% employer match about $120,246 at 4% or $80,164 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-23$1,759,845$165,939$7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,246 at 6%; with 50% employer match about $120,246 at 4% or $80,164 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%.
2020124$1,460,815$173,892$7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,758 at 6%; with 50% employer match about $120,758 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-24$1,460,815$173,892$7,246iApproximate average salary by contribution assumption: employee only about $181,138 at 4% or $120,758 at 6%; with 50% employer match about $120,758 at 4% or $80,506 at 6%; with 100% employer match about $90,569 at 4% or $60,379 at 6%.
2019124$1,135,500$183,443$7,643iApproximate average salary by contribution assumption: employee only about $191,086 at 4% or $127,391 at 6%; with 50% employer match about $127,391 at 4% or $84,927 at 6%; with 100% employer match about $95,543 at 4% or $63,695 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-24$1,135,500$183,443$7,643iApproximate average salary by contribution assumption: employee only about $191,086 at 4% or $127,391 at 6%; with 50% employer match about $127,391 at 4% or $84,927 at 6%; with 100% employer match about $95,543 at 4% or $63,695 at 6%.
2018123$848,924$160,975$6,999iApproximate average salary by contribution assumption: employee only about $174,973 at 4% or $116,649 at 6%; with 50% employer match about $116,649 at 4% or $77,766 at 6%; with 100% employer match about $87,486 at 4% or $58,324 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-23$848,924$160,975$6,999iApproximate average salary by contribution assumption: employee only about $174,973 at 4% or $116,649 at 6%; with 50% employer match about $116,649 at 4% or $77,766 at 6%; with 100% employer match about $87,486 at 4% or $58,324 at 6%.
2017123$705,672$198,599$8,635iApproximate average salary by contribution assumption: employee only about $215,868 at 4% or $143,912 at 6%; with 50% employer match about $143,912 at 4% or $95,942 at 6%; with 100% employer match about $107,934 at 4% or $71,956 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-23$705,672$198,599$8,635iApproximate average salary by contribution assumption: employee only about $215,868 at 4% or $143,912 at 6%; with 50% employer match about $143,912 at 4% or $95,942 at 6%; with 100% employer match about $107,934 at 4% or $71,956 at 6%.
2016118$454,300$39,319$2,184iApproximate average salary by contribution assumption: employee only about $54,610 at 4% or $36,406 at 6%; with 50% employer match about $36,406 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,203 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-18$454,300$39,319$2,184iApproximate average salary by contribution assumption: employee only about $54,610 at 4% or $36,406 at 6%; with 50% employer match about $36,406 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,203 at 6%.
201519$393,813$33,332$3,704iApproximate average salary by contribution assumption: employee only about $92,589 at 4% or $61,726 at 6%; with 50% employer match about $61,726 at 4% or $41,151 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-9$393,813$33,332$3,704iApproximate average salary by contribution assumption: employee only about $92,589 at 4% or $61,726 at 6%; with 50% employer match about $61,726 at 4% or $41,151 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%.
2014112$406,471$10,177$848iApproximate average salary by contribution assumption: employee only about $21,202 at 4% or $14,135 at 6%; with 50% employer match about $14,135 at 4% or $9,423 at 6%; with 100% employer match about $10,601 at 4% or $7,067 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-12$406,471$10,177$848iApproximate average salary by contribution assumption: employee only about $21,202 at 4% or $14,135 at 6%; with 50% employer match about $14,135 at 4% or $9,423 at 6%; with 100% employer match about $10,601 at 4% or $7,067 at 6%.
2013112$408,700$9,788$816iApproximate average salary by contribution assumption: employee only about $20,392 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,063 at 6%; with 100% employer match about $10,196 at 4% or $6,797 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-12$408,700$9,788$816iApproximate average salary by contribution assumption: employee only about $20,392 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,063 at 6%; with 100% employer match about $10,196 at 4% or $6,797 at 6%.
2012112$402,889$10,264$855iApproximate average salary by contribution assumption: employee only about $21,383 at 4% or $14,256 at 6%; with 50% employer match about $14,256 at 4% or $9,504 at 6%; with 100% employer match about $10,692 at 4% or $7,128 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-12$402,889$10,264$855iApproximate average salary by contribution assumption: employee only about $21,383 at 4% or $14,256 at 6%; with 50% employer match about $14,256 at 4% or $9,504 at 6%; with 100% employer match about $10,692 at 4% or $7,128 at 6%.
201114$451,479$9,942$2,486iApproximate average salary by contribution assumption: employee only about $62,138 at 4% or $41,425 at 6%; with 50% employer match about $41,425 at 4% or $27,617 at 6%; with 100% employer match about $31,069 at 4% or $20,713 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-4$451,479$9,942$2,486iApproximate average salary by contribution assumption: employee only about $62,138 at 4% or $41,425 at 6%; with 50% employer match about $41,425 at 4% or $27,617 at 6%; with 100% employer match about $31,069 at 4% or $20,713 at 6%.
2010118$525,061$58,722$3,262iApproximate average salary by contribution assumption: employee only about $81,558 at 4% or $54,372 at 6%; with 50% employer match about $54,372 at 4% or $36,248 at 6%; with 100% employer match about $40,779 at 4% or $27,186 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-18$525,061$58,722$3,262iApproximate average salary by contribution assumption: employee only about $81,558 at 4% or $54,372 at 6%; with 50% employer match about $54,372 at 4% or $36,248 at 6%; with 100% employer match about $40,779 at 4% or $27,186 at 6%.
2009115$482,871$28,576$1,905iApproximate average salary by contribution assumption: employee only about $47,627 at 4% or $31,751 at 6%; with 50% employer match about $31,751 at 4% or $21,167 at 6%; with 100% employer match about $23,813 at 4% or $15,876 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-15$482,871$28,576$1,905iApproximate average salary by contribution assumption: employee only about $47,627 at 4% or $31,751 at 6%; with 50% employer match about $31,751 at 4% or $21,167 at 6%; with 100% employer match about $23,813 at 4% or $15,876 at 6%.
2008119$394,413$62,665$3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-19$394,413$62,665$3,298iApproximate average salary by contribution assumption: employee only about $82,454 at 4% or $54,969 at 6%; with 50% employer match about $54,969 at 4% or $36,646 at 6%; with 100% employer match about $41,227 at 4% or $27,485 at 6%.
2007151$0$0-
Bartelt Inc. 401(K) Profit Sharing Plan-51---
2006130$552,559$87,991$2,933iApproximate average salary by contribution assumption: employee only about $73,326 at 4% or $48,884 at 6%; with 50% employer match about $48,884 at 4% or $32,589 at 6%; with 100% employer match about $36,663 at 4% or $24,442 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-30$552,559$87,991$2,933iApproximate average salary by contribution assumption: employee only about $73,326 at 4% or $48,884 at 6%; with 50% employer match about $48,884 at 4% or $32,589 at 6%; with 100% employer match about $36,663 at 4% or $24,442 at 6%.
2005133$528,913$105,680$3,202iApproximate average salary by contribution assumption: employee only about $80,061 at 4% or $53,374 at 6%; with 50% employer match about $53,374 at 4% or $35,582 at 6%; with 100% employer match about $40,030 at 4% or $26,687 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-33$528,913$105,680$3,202iApproximate average salary by contribution assumption: employee only about $80,061 at 4% or $53,374 at 6%; with 50% employer match about $53,374 at 4% or $35,582 at 6%; with 100% employer match about $40,030 at 4% or $26,687 at 6%.
2004127$473,760$127,195$4,711iApproximate average salary by contribution assumption: employee only about $117,773 at 4% or $78,515 at 6%; with 50% employer match about $78,515 at 4% or $52,344 at 6%; with 100% employer match about $58,887 at 4% or $39,258 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-27$473,760$127,195$4,711iApproximate average salary by contribution assumption: employee only about $117,773 at 4% or $78,515 at 6%; with 50% employer match about $78,515 at 4% or $52,344 at 6%; with 100% employer match about $58,887 at 4% or $39,258 at 6%.
2003136$393,115$143,967$3,999iApproximate average salary by contribution assumption: employee only about $99,977 at 4% or $66,651 at 6%; with 50% employer match about $66,651 at 4% or $44,434 at 6%; with 100% employer match about $49,989 at 4% or $33,326 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-36$393,115$143,967$3,999iApproximate average salary by contribution assumption: employee only about $99,977 at 4% or $66,651 at 6%; with 50% employer match about $66,651 at 4% or $44,434 at 6%; with 100% employer match about $49,989 at 4% or $33,326 at 6%.
2002141$196,298$129,036$3,147iApproximate average salary by contribution assumption: employee only about $78,680 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,340 at 4% or $26,227 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-41$196,298$129,036$3,147iApproximate average salary by contribution assumption: employee only about $78,680 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,340 at 4% or $26,227 at 6%.
2001132$0$0-
Bartelt Inc. 401(K) Profit Sharing Plan-32---
2000127$63,115$68,138$2,524iApproximate average salary by contribution assumption: employee only about $63,091 at 4% or $42,060 at 6%; with 50% employer match about $42,060 at 4% or $28,040 at 6%; with 100% employer match about $31,545 at 4% or $21,030 at 6%.
Bartelt Inc. 401(K) Profit Sharing Plan-27$63,115$68,138$2,524iApproximate average salary by contribution assumption: employee only about $63,091 at 4% or $42,060 at 6%; with 50% employer match about $42,060 at 4% or $28,040 at 6%; with 100% employer match about $31,545 at 4% or $21,030 at 6%.