Jeffrey R. Bartholomew Inc.
Plan context: Jeffrey R. Bartholomew Inc. 401(K) Profit Sharing Plan
EIN 47-4804247 • 2 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$67,867
2016 Contributions
$103,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $67,867 | $0 | - |
| Jeffrey R. Bartholomew Inc. 401(K) Profit Sharing Plan | - | 1 | $67,867 | - | - |
| 2015 | 1 | 1 | $102,920 | $103,000 | $103,000iApproximate average salary by contribution assumption: employee only about $2,575,000 at 4% or $1,716,667 at 6%; with 50% employer match about $1,716,667 at 4% or $1,144,444 at 6%; with 100% employer match about $1,287,500 at 4% or $858,333 at 6%. |
| Jeffrey R. Bartholomew Inc. 401(K) Profit Sharing Plan | - | 1 | $102,920 | $103,000 | $103,000iApproximate average salary by contribution assumption: employee only about $2,575,000 at 4% or $1,716,667 at 6%; with 50% employer match about $1,716,667 at 4% or $1,144,444 at 6%; with 100% employer match about $1,287,500 at 4% or $858,333 at 6%. |