Civic Intelligence

Bartlett & Co. LLC

Plan context: Bartlett & Co. LLC 401(K) Profit Sharing Plan

EIN 45-4316696 • Cincinnati, OH • 6 filings • 2 plans

600 Vine Street, Suite 2100Cincinnati, OH 45202
Current Snapshot

Latest Year

2017

2017 Participants

49

2017 Assets

$30,375,598

2017 Contributions

$1,366,199

Historical Graphs

Total Assets Over Time

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

$30,375,598$15,187,799$0201220152017YearValue
$30,375,598Latest year 2017

Participants Over Time

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

49250201220152017YearValue
49Latest year 2017

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
2017149$30,375,598$1,366,199$27,882iApproximate average salary by contribution assumption: employee only about $697,040 at 4% or $464,694 at 6%; with 50% employer match about $464,694 at 4% or $309,796 at 6%; with 100% employer match about $348,520 at 4% or $232,347 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-49$30,375,598$1,366,199$27,882iApproximate average salary by contribution assumption: employee only about $697,040 at 4% or $464,694 at 6%; with 50% employer match about $464,694 at 4% or $309,796 at 6%; with 100% employer match about $348,520 at 4% or $232,347 at 6%.
2016146$25,996,565$1,148,996$24,978iApproximate average salary by contribution assumption: employee only about $624,454 at 4% or $416,303 at 6%; with 50% employer match about $416,303 at 4% or $277,535 at 6%; with 100% employer match about $312,227 at 4% or $208,151 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-46$25,996,565$1,148,996$24,978iApproximate average salary by contribution assumption: employee only about $624,454 at 4% or $416,303 at 6%; with 50% employer match about $416,303 at 4% or $277,535 at 6%; with 100% employer match about $312,227 at 4% or $208,151 at 6%.
2015148$23,680,114$888,131$18,503iApproximate average salary by contribution assumption: employee only about $462,568 at 4% or $308,379 at 6%; with 50% employer match about $308,379 at 4% or $205,586 at 6%; with 100% employer match about $231,284 at 4% or $154,189 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-48$23,680,114$888,131$18,503iApproximate average salary by contribution assumption: employee only about $462,568 at 4% or $308,379 at 6%; with 50% employer match about $308,379 at 4% or $205,586 at 6%; with 100% employer match about $231,284 at 4% or $154,189 at 6%.
2014146$23,117,185$867,887$18,867iApproximate average salary by contribution assumption: employee only about $471,678 at 4% or $314,452 at 6%; with 50% employer match about $314,452 at 4% or $209,635 at 6%; with 100% employer match about $235,839 at 4% or $157,226 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-46$23,117,185$867,887$18,867iApproximate average salary by contribution assumption: employee only about $471,678 at 4% or $314,452 at 6%; with 50% employer match about $314,452 at 4% or $209,635 at 6%; with 100% employer match about $235,839 at 4% or $157,226 at 6%.
2013147$21,669,203$821,873$17,487iApproximate average salary by contribution assumption: employee only about $437,166 at 4% or $291,444 at 6%; with 50% employer match about $291,444 at 4% or $194,296 at 6%; with 100% employer match about $218,583 at 4% or $145,722 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-47$21,669,203$821,873$17,487iApproximate average salary by contribution assumption: employee only about $437,166 at 4% or $291,444 at 6%; with 50% employer match about $291,444 at 4% or $194,296 at 6%; with 100% employer match about $218,583 at 4% or $145,722 at 6%.
2012145$17,455,930$16,267,600$361,502iApproximate average salary by contribution assumption: employee only about $9,037,556 at 4% or $6,025,037 at 6%; with 50% employer match about $6,025,037 at 4% or $4,016,691 at 6%; with 100% employer match about $4,518,778 at 4% or $3,012,519 at 6%.
Bartlett & Co. LLC 401(K) Profit Sharing Plan-45$17,455,930$16,267,600$361,502iApproximate average salary by contribution assumption: employee only about $9,037,556 at 4% or $6,025,037 at 6%; with 50% employer match about $6,025,037 at 4% or $4,016,691 at 6%; with 100% employer match about $4,518,778 at 4% or $3,012,519 at 6%.