S. H. Bartlett Company Inc.
Plan context: S.M. Bartlett Company Profit Sharing Plan
EIN 41-0952823 • 14 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
4
2005 Assets
$1,483,273
2005 Contributions
$25,803
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 |
|---|---|---|---|---|---|
| 2005 | 2 | 4 | $1,483,273 | $25,803 | $6,451iApproximate average salary by contribution assumption: employee only about $161,269 at 4% or $107,513 at 6%; with 50% employer match about $107,513 at 4% or $71,675 at 6%; with 100% employer match about $80,634 at 4% or $53,756 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 4 | $996,422 | - | - |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 4 | $486,851 | $25,803 | $6,451iApproximate average salary by contribution assumption: employee only about $161,269 at 4% or $107,513 at 6%; with 50% employer match about $107,513 at 4% or $71,675 at 6%; with 100% employer match about $80,634 at 4% or $53,756 at 6%. |
| 2004 | 2 | 4 | $1,344,769 | $59,892 | $14,973iApproximate average salary by contribution assumption: employee only about $374,325 at 4% or $249,550 at 6%; with 50% employer match about $249,550 at 4% or $166,367 at 6%; with 100% employer match about $187,163 at 4% or $124,775 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 4 | $920,004 | $37,579 | $9,395iApproximate average salary by contribution assumption: employee only about $234,869 at 4% or $156,579 at 6%; with 50% employer match about $156,579 at 4% or $104,386 at 6%; with 100% employer match about $117,434 at 4% or $78,290 at 6%. |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 4 | $424,765 | $22,313 | $5,578iApproximate average salary by contribution assumption: employee only about $139,456 at 4% or $92,971 at 6%; with 50% employer match about $92,971 at 4% or $61,981 at 6%; with 100% employer match about $69,728 at 4% or $46,485 at 6%. |
| 2003 | 2 | 5 | $1,170,020 | $26,856 | $5,371iApproximate average salary by contribution assumption: employee only about $134,280 at 4% or $89,520 at 6%; with 50% employer match about $89,520 at 4% or $59,680 at 6%; with 100% employer match about $67,140 at 4% or $44,760 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 5 | $762,019 | - | - |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 5 | $408,001 | $26,856 | $5,371iApproximate average salary by contribution assumption: employee only about $134,280 at 4% or $89,520 at 6%; with 50% employer match about $89,520 at 4% or $59,680 at 6%; with 100% employer match about $67,140 at 4% or $44,760 at 6%. |
| 2002 | 2 | 6 | $1,138,621 | $26,931 | $4,489iApproximate average salary by contribution assumption: employee only about $112,213 at 4% or $74,808 at 6%; with 50% employer match about $74,808 at 4% or $49,872 at 6%; with 100% employer match about $56,106 at 4% or $37,404 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 6 | $763,626 | - | - |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 6 | $374,995 | $26,931 | $4,489iApproximate average salary by contribution assumption: employee only about $112,213 at 4% or $74,808 at 6%; with 50% employer match about $74,808 at 4% or $49,872 at 6%; with 100% employer match about $56,106 at 4% or $37,404 at 6%. |
| 2001 | 2 | 7 | $0 | $0 | - |
| S.M. Bartlett Company Profit Sharing Plan | - | 7 | - | - | - |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 7 | - | - | - |
| 2000 | 2 | 5 | $777,218 | $33,483 | $6,697iApproximate average salary by contribution assumption: employee only about $167,415 at 4% or $111,610 at 6%; with 50% employer match about $111,610 at 4% or $74,407 at 6%; with 100% employer match about $83,708 at 4% or $55,805 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 5 | $777,218 | $33,483 | $6,697iApproximate average salary by contribution assumption: employee only about $167,415 at 4% or $111,610 at 6%; with 50% employer match about $111,610 at 4% or $74,407 at 6%; with 100% employer match about $83,708 at 4% or $55,805 at 6%. |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 5 | - | - | - |
| 1999 | 2 | 5 | $1,370,247 | $51,969 | $10,394iApproximate average salary by contribution assumption: employee only about $259,845 at 4% or $173,230 at 6%; with 50% employer match about $173,230 at 4% or $115,487 at 6%; with 100% employer match about $129,922 at 4% or $86,615 at 6%. |
| S.M. Bartlett Company Profit Sharing Plan | - | 5 | $925,690 | $26,715 | $5,343iApproximate average salary by contribution assumption: employee only about $133,575 at 4% or $89,050 at 6%; with 50% employer match about $89,050 at 4% or $59,367 at 6%; with 100% employer match about $66,788 at 4% or $44,525 at 6%. |
| S.H. Bartlett Company Target Benefit Pension Plan | - | 5 | $444,557 | $25,254 | $5,051iApproximate average salary by contribution assumption: employee only about $126,270 at 4% or $84,180 at 6%; with 50% employer match about $84,180 at 4% or $56,120 at 6%; with 100% employer match about $63,135 at 4% or $42,090 at 6%. |