Bartlett Actuarial LLC
Plan context: Bartlett Actuarial LLC 401(K) Profit Sharing Plan and Trust
EIN 47-1894037 • Fairlawn, OH • 4 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
10
2020 Assets
$483,250
2020 Contributions
$83,872
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 | 1 | 0 | $0 | $83,872 | - |
| Bartlett Actuarial LLC 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | $83,872 | - |
| 2017 | 1 | 10 | $483,250 | $130,573 | $13,057iApproximate average salary by contribution assumption: employee only about $326,433 at 4% or $217,622 at 6%; with 50% employer match about $217,622 at 4% or $145,081 at 6%; with 100% employer match about $163,216 at 4% or $108,811 at 6%. |
| Bartlett Actuarial LLC 401(K) Profit Sharing Plan and Trust | - | 10 | $483,250 | $130,573 | $13,057iApproximate average salary by contribution assumption: employee only about $326,433 at 4% or $217,622 at 6%; with 50% employer match about $217,622 at 4% or $145,081 at 6%; with 100% employer match about $163,216 at 4% or $108,811 at 6%. |
| 2016 | 1 | 14 | $307,517 | $215,508 | $15,393iApproximate average salary by contribution assumption: employee only about $384,836 at 4% or $256,557 at 6%; with 50% employer match about $256,557 at 4% or $171,038 at 6%; with 100% employer match about $192,418 at 4% or $128,279 at 6%. |
| Bartlett Actuarial LLC 401(K) Profit Sharing Plan and Trust | - | 14 | $307,517 | $215,508 | $15,393iApproximate average salary by contribution assumption: employee only about $384,836 at 4% or $256,557 at 6%; with 50% employer match about $256,557 at 4% or $171,038 at 6%; with 100% employer match about $192,418 at 4% or $128,279 at 6%. |
| 2015 | 1 | 11 | $83,388 | $84,709 | $7,701iApproximate average salary by contribution assumption: employee only about $192,520 at 4% or $128,347 at 6%; with 50% employer match about $128,347 at 4% or $85,565 at 6%; with 100% employer match about $96,260 at 4% or $64,173 at 6%. |
| Bartlett Actuarial LLC 401(K) Profit Sharing Plan and Trust | - | 11 | $83,388 | $84,709 | $7,701iApproximate average salary by contribution assumption: employee only about $192,520 at 4% or $128,347 at 6%; with 50% employer match about $128,347 at 4% or $85,565 at 6%; with 100% employer match about $96,260 at 4% or $64,173 at 6%. |