Bartlett & Company
Plan context: Bartlett and Conpany Profit Sharing Plan and Trust
EIN 43-1210295 • Kansas City, MO • 154 filings • 24 plans
Current Snapshot
Latest Year
2020
2020 Participants
505
2020 Assets
$79,241,918
2020 Contributions
$7,204,787
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 0 | $0 | $0 | - |
| Bartlett and Company Employee Health Benefit Plan | - | 0 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 0 | - | - | - |
| 2019 | 5 | 505 | $0 | $0 | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 0 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 0 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 505 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 121 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 0 | - | - | - |
| 2018 | 5 | 623 | $0 | $0 | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 500 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 623 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 247 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 115 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 501 | - | - | - |
| 2017 | 5 | 755 | $0 | $0 | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 331 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 755 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 162 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 657 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 656 | - | - | - |
| 2016 | 7 | 741 | $79,241,918 | $7,204,787 | $9,723iApproximate average salary by contribution assumption: employee only about $243,076 at 4% or $162,051 at 6%; with 50% employer match about $162,051 at 4% or $108,034 at 6%; with 100% employer match about $121,538 at 4% or $81,025 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 690 | $52,639,031 | $4,922,932 | $7,135iApproximate average salary by contribution assumption: employee only about $178,367 at 4% or $118,911 at 6%; with 50% employer match about $118,911 at 4% or $79,274 at 6%; with 100% employer match about $89,184 at 4% or $59,456 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 706 | $26,602,887 | $2,281,855 | $3,232iApproximate average salary by contribution assumption: employee only about $80,802 at 4% or $53,868 at 6%; with 50% employer match about $53,868 at 4% or $35,912 at 6%; with 100% employer match about $40,401 at 4% or $26,934 at 6%. |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 149 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 741 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 354 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 657 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 658 | - | - | - |
| 2015 | 7 | 720 | $74,481,030 | $7,228,598 | $10,040iApproximate average salary by contribution assumption: employee only about $250,993 at 4% or $167,329 at 6%; with 50% employer match about $167,329 at 4% or $111,552 at 6%; with 100% employer match about $125,496 at 4% or $83,664 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 682 | $50,397,632 | $5,036,877 | $7,385iApproximate average salary by contribution assumption: employee only about $184,636 at 4% or $123,091 at 6%; with 50% employer match about $123,091 at 4% or $82,061 at 6%; with 100% employer match about $92,318 at 4% or $61,545 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 689 | $24,083,398 | $2,191,721 | $3,181iApproximate average salary by contribution assumption: employee only about $79,525 at 4% or $53,017 at 6%; with 50% employer match about $53,017 at 4% or $35,345 at 6%; with 100% employer match about $39,763 at 4% or $26,508 at 6%. |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 169 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 720 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 640 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 640 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 328 | - | - | - |
| 2014 | 7 | 700 | $72,992,454 | $6,493,669 | $9,277iApproximate average salary by contribution assumption: employee only about $231,917 at 4% or $154,611 at 6%; with 50% employer match about $154,611 at 4% or $103,074 at 6%; with 100% employer match about $115,958 at 4% or $77,306 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 674 | $51,666,459 | $4,545,937 | $6,745iApproximate average salary by contribution assumption: employee only about $168,618 at 4% or $112,412 at 6%; with 50% employer match about $112,412 at 4% or $74,941 at 6%; with 100% employer match about $84,309 at 4% or $56,206 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 605 | $21,325,995 | $1,947,732 | $3,219iApproximate average salary by contribution assumption: employee only about $80,485 at 4% or $53,657 at 6%; with 50% employer match about $53,657 at 4% or $35,771 at 6%; with 100% employer match about $40,242 at 4% or $26,828 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 700 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 319 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 154 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 631 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 631 | - | - | - |
| 2013 | 7 | 677 | $70,076,784 | $4,863,221 | $7,183iApproximate average salary by contribution assumption: employee only about $179,587 at 4% or $119,725 at 6%; with 50% employer match about $119,725 at 4% or $79,817 at 6%; with 100% employer match about $89,794 at 4% or $59,862 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 650 | $50,904,215 | $3,099,159 | $4,768iApproximate average salary by contribution assumption: employee only about $119,198 at 4% or $79,466 at 6%; with 50% employer match about $79,466 at 4% or $52,977 at 6%; with 100% employer match about $59,599 at 4% or $39,733 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 603 | $19,172,569 | $1,764,062 | $2,925iApproximate average salary by contribution assumption: employee only about $73,137 at 4% or $48,758 at 6%; with 50% employer match about $48,758 at 4% or $32,505 at 6%; with 100% employer match about $36,568 at 4% or $24,379 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 677 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 312 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 164 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 619 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 618 | - | - | - |
| 2012 | 7 | 672 | $62,673,669 | $4,827,767 | $7,184iApproximate average salary by contribution assumption: employee only about $179,604 at 4% or $119,736 at 6%; with 50% employer match about $119,736 at 4% or $79,824 at 6%; with 100% employer match about $89,802 at 4% or $59,868 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 624 | $46,528,937 | $3,104,848 | $4,976iApproximate average salary by contribution assumption: employee only about $124,393 at 4% or $82,929 at 6%; with 50% employer match about $82,929 at 4% or $55,286 at 6%; with 100% employer match about $62,196 at 4% or $41,464 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 570 | $16,144,732 | $1,722,919 | $3,023iApproximate average salary by contribution assumption: employee only about $75,567 at 4% or $50,378 at 6%; with 50% employer match about $50,378 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 631 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 672 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 671 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 178 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 336 | - | - | - |
| 2011 | 7 | 615 | $55,401,365 | $5,624,551 | $9,146iApproximate average salary by contribution assumption: employee only about $228,640 at 4% or $152,427 at 6%; with 50% employer match about $152,427 at 4% or $101,618 at 6%; with 100% employer match about $114,320 at 4% or $76,213 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 613 | $42,066,301 | $3,939,346 | $6,426iApproximate average salary by contribution assumption: employee only about $160,658 at 4% or $107,106 at 6%; with 50% employer match about $107,106 at 4% or $71,404 at 6%; with 100% employer match about $80,329 at 4% or $53,553 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 563 | $13,335,064 | $1,685,205 | $2,993iApproximate average salary by contribution assumption: employee only about $74,831 at 4% or $49,888 at 6%; with 50% employer match about $49,888 at 4% or $33,258 at 6%; with 100% employer match about $37,416 at 4% or $24,944 at 6%. |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 579 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 285 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 156 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 615 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 578 | - | - | - |
| 2010 | 7 | 646 | $56,135,431 | $5,598,412 | $8,666iApproximate average salary by contribution assumption: employee only about $216,657 at 4% or $144,438 at 6%; with 50% employer match about $144,438 at 4% or $96,292 at 6%; with 100% employer match about $108,328 at 4% or $72,219 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 646 | $42,570,677 | $3,994,721 | $6,184iApproximate average salary by contribution assumption: employee only about $154,594 at 4% or $103,063 at 6%; with 50% employer match about $103,063 at 4% or $68,709 at 6%; with 100% employer match about $77,297 at 4% or $51,531 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 593 | $13,564,754 | $1,603,691 | $2,704iApproximate average salary by contribution assumption: employee only about $67,609 at 4% or $45,073 at 6%; with 50% employer match about $45,073 at 4% or $30,049 at 6%; with 100% employer match about $33,805 at 4% or $22,536 at 6%. |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 294 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 174 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 628 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 608 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 611 | - | - | - |
| 2009 | 7 | 653 | $50,145,207 | $5,584,294 | $8,552iApproximate average salary by contribution assumption: employee only about $213,794 at 4% or $142,529 at 6%; with 50% employer match about $142,529 at 4% or $95,019 at 6%; with 100% employer match about $106,897 at 4% or $71,265 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 653 | $38,081,611 | $3,983,471 | $6,100iApproximate average salary by contribution assumption: employee only about $152,507 at 4% or $101,671 at 6%; with 50% employer match about $101,671 at 4% or $67,781 at 6%; with 100% employer match about $76,253 at 4% or $50,836 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 609 | $12,063,596 | $1,600,823 | $2,629iApproximate average salary by contribution assumption: employee only about $65,715 at 4% or $43,810 at 6%; with 50% employer match about $43,810 at 4% or $29,207 at 6%; with 100% employer match about $32,858 at 4% or $21,905 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 628 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 295 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 162 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 614 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 611 | - | - | - |
| 2008 | 7 | 616 | $38,804,484 | $5,331,479 | $8,655iApproximate average salary by contribution assumption: employee only about $216,375 at 4% or $144,250 at 6%; with 50% employer match about $144,250 at 4% or $96,167 at 6%; with 100% employer match about $108,187 at 4% or $72,125 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 616 | $29,656,370 | $3,722,700 | $6,043iApproximate average salary by contribution assumption: employee only about $151,084 at 4% or $100,722 at 6%; with 50% employer match about $100,722 at 4% or $67,148 at 6%; with 100% employer match about $75,542 at 4% or $50,361 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 580 | $9,148,114 | $1,608,779 | $2,774iApproximate average salary by contribution assumption: employee only about $69,344 at 4% or $46,229 at 6%; with 50% employer match about $46,229 at 4% or $30,820 at 6%; with 100% employer match about $34,672 at 4% or $23,115 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 525 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 437 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 272 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 579 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 156 | - | - | - |
| 2007 | 7 | 654 | $45,756,398 | $4,337,987 | $6,633iApproximate average salary by contribution assumption: employee only about $165,825 at 4% or $110,550 at 6%; with 50% employer match about $110,550 at 4% or $73,700 at 6%; with 100% employer match about $82,913 at 4% or $55,275 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 588 | $33,876,225 | $2,842,515 | $4,834iApproximate average salary by contribution assumption: employee only about $120,855 at 4% or $80,570 at 6%; with 50% employer match about $80,570 at 4% or $53,713 at 6%; with 100% employer match about $60,428 at 4% or $40,285 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 654 | $11,880,173 | $1,495,472 | $2,287iApproximate average salary by contribution assumption: employee only about $57,166 at 4% or $38,111 at 6%; with 50% employer match about $38,111 at 4% or $25,407 at 6%; with 100% employer match about $28,583 at 4% or $19,055 at 6%. |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 398 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 491 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 537 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 247 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 151 | - | - | - |
| 2006 | 8 | 603 | $40,761,803 | $4,080,503 | $6,767iApproximate average salary by contribution assumption: employee only about $169,175 at 4% or $112,783 at 6%; with 50% employer match about $112,783 at 4% or $75,189 at 6%; with 100% employer match about $84,588 at 4% or $56,392 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 547 | $30,114,678 | $2,612,224 | $4,776iApproximate average salary by contribution assumption: employee only about $119,389 at 4% or $79,592 at 6%; with 50% employer match about $79,592 at 4% or $53,062 at 6%; with 100% employer match about $59,694 at 4% or $39,796 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 603 | $10,647,125 | $1,468,279 | $2,435iApproximate average salary by contribution assumption: employee only about $60,874 at 4% or $40,583 at 6%; with 50% employer match about $40,583 at 4% or $27,055 at 6%; with 100% employer match about $30,437 at 4% or $20,291 at 6%. |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 500 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 221 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 149 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 379 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 0 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 440 | - | - | - |
| 2005 | 8 | 551 | $35,991,235 | $3,744,955 | $6,797iApproximate average salary by contribution assumption: employee only about $169,916 at 4% or $113,278 at 6%; with 50% employer match about $113,278 at 4% or $75,518 at 6%; with 100% employer match about $84,958 at 4% or $56,639 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 551 | $27,085,215 | $2,394,876 | $4,346iApproximate average salary by contribution assumption: employee only about $108,660 at 4% or $72,440 at 6%; with 50% employer match about $72,440 at 4% or $48,294 at 6%; with 100% employer match about $54,330 at 4% or $36,220 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 507 | $8,906,020 | $1,350,079 | $2,663iApproximate average salary by contribution assumption: employee only about $66,572 at 4% or $44,381 at 6%; with 50% employer match about $44,381 at 4% or $29,588 at 6%; with 100% employer match about $33,286 at 4% or $22,191 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 447 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 367 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 229 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 129 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 302 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 513 | - | - | - |
| 2004 | 8 | 543 | $32,522,777 | $2,815,713 | $5,185iApproximate average salary by contribution assumption: employee only about $129,637 at 4% or $86,425 at 6%; with 50% employer match about $86,425 at 4% or $57,616 at 6%; with 100% employer match about $64,818 at 4% or $43,212 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 543 | $24,906,073 | $1,500,391 | $2,763iApproximate average salary by contribution assumption: employee only about $69,079 at 4% or $46,053 at 6%; with 50% employer match about $46,053 at 4% or $30,702 at 6%; with 100% employer match about $34,539 at 4% or $23,026 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 509 | $7,616,704 | $1,315,322 | $2,584iApproximate average salary by contribution assumption: employee only about $64,603 at 4% or $43,069 at 6%; with 50% employer match about $43,069 at 4% or $28,713 at 6%; with 100% employer match about $32,302 at 4% or $21,534 at 6%. |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 127 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 358 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 290 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 507 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 252 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 471 | - | - | - |
| 2003 | 8 | 542 | $23,374,942 | $732,157 | $1,351iApproximate average salary by contribution assumption: employee only about $33,771 at 4% or $22,514 at 6%; with 50% employer match about $22,514 at 4% or $15,009 at 6%; with 100% employer match about $16,886 at 4% or $11,257 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 542 | $23,374,942 | $732,157 | $1,351iApproximate average salary by contribution assumption: employee only about $33,771 at 4% or $22,514 at 6%; with 50% employer match about $22,514 at 4% or $15,009 at 6%; with 100% employer match about $16,886 at 4% or $11,257 at 6%. |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 507 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 302 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 362 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 113 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 229 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 449 | - | - | - |
| Bartlett and Company 401K Investment Plan | - | 483 | - | - | - |
| 2002 | 8 | 570 | $25,312,920 | $2,156,059 | $3,783iApproximate average salary by contribution assumption: employee only about $94,564 at 4% or $63,043 at 6%; with 50% employer match about $63,043 at 4% or $42,028 at 6%; with 100% employer match about $47,282 at 4% or $31,521 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 555 | $20,670,192 | $937,733 | $1,690iApproximate average salary by contribution assumption: employee only about $42,240 at 4% or $28,160 at 6%; with 50% employer match about $28,160 at 4% or $18,773 at 6%; with 100% employer match about $21,120 at 4% or $14,080 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 570 | $4,642,728 | $1,218,326 | $2,137iApproximate average salary by contribution assumption: employee only about $53,435 at 4% or $35,624 at 6%; with 50% employer match about $35,624 at 4% or $23,749 at 6%; with 100% employer match about $26,718 at 4% or $17,812 at 6%. |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 133 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 235 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 377 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 306 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 457 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 495 | - | - | - |
| 2001 | 8 | 529 | $27,983,132 | $2,555,784 | $4,831iApproximate average salary by contribution assumption: employee only about $120,784 at 4% or $80,522 at 6%; with 50% employer match about $80,522 at 4% or $53,682 at 6%; with 100% employer match about $60,392 at 4% or $40,261 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 529 | $23,464,061 | $1,409,832 | $2,665iApproximate average salary by contribution assumption: employee only about $66,627 at 4% or $44,418 at 6%; with 50% employer match about $44,418 at 4% or $29,612 at 6%; with 100% employer match about $33,314 at 4% or $22,209 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 356 | $4,519,071 | $1,145,952 | $3,219iApproximate average salary by contribution assumption: employee only about $80,474 at 4% or $53,649 at 6%; with 50% employer match about $53,649 at 4% or $35,766 at 6%; with 100% employer match about $40,237 at 4% or $26,825 at 6%. |
| Bartlett and Company Employee Health Benefit Plan | - | 422 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 92 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 369 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 241 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 472 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 306 | - | - | - |
| 2000 | 10 | 517 | $4,086,422 | $1,138,814 | $2,203iApproximate average salary by contribution assumption: employee only about $55,068 at 4% or $36,712 at 6%; with 50% employer match about $36,712 at 4% or $24,475 at 6%; with 100% employer match about $27,534 at 4% or $18,356 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 479 | $4,086,422 | $1,138,814 | $2,377iApproximate average salary by contribution assumption: employee only about $59,437 at 4% or $39,625 at 6%; with 50% employer match about $39,625 at 4% or $26,416 at 6%; with 100% employer match about $29,719 at 4% or $19,812 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 517 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 261 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 457 | - | - | - |
| Bartlett and Company Employee Dental Benefit Plan | - | 437 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 307 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 437 | - | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 400 | - | - | - |
| BARTLETT AND COMPANY EMPLOYEE VISION BENEFIT PLAN | - | 473 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 0 | - | - | - |
| 1999 | 9 | 447 | $27,366,393 | $1,145,308 | $2,562iApproximate average salary by contribution assumption: employee only about $64,055 at 4% or $42,704 at 6%; with 50% employer match about $42,704 at 4% or $28,469 at 6%; with 100% employer match about $32,028 at 4% or $21,352 at 6%. |
| Bartlett and Conpany Profit Sharing Plan and Trust | - | 361 | $23,778,258 | $1,145,308 | $3,173iApproximate average salary by contribution assumption: employee only about $79,315 at 4% or $52,877 at 6%; with 50% employer match about $52,877 at 4% or $35,251 at 6%; with 100% employer match about $39,657 at 4% or $26,438 at 6%. |
| Bartlett and Company 401K Investment Plan | - | 329 | $3,588,135 | - | - |
| Bartlett and Company Employee Short Term Disablility Benefit Plan | - | 397 | - | - | - |
| Bartlett and Company Employee Health Benefit Plan | - | 444 | - | - | - |
| Bartlett and Company Employee Medical and Dental Reimbursement Plan | - | 0 | - | - | - |
| Bartlett and Company Employee Long Term Disability Benefit Plan | - | 320 | - | - | - |
| Bartlett and Company Accidental Death and Dismemberment Plan | - | 247 | - | - | - |
| Bartlett and Company Employee Dental Benefit Plan | - | 444 | - | - | - |
| Bartlett and Company Employee Life Insurance Benefit Plan | - | 447 | - | - | - |