Civic Intelligence

Hartlett Advisors Inc.

Plan context: Hartlett Advisors Inc. 401K Profit Sharing Plan

EIN 47-5042412 • 8 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$646,016

2022 Contributions

$2,757

Historical Graphs

Total Assets Over Time

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

$646,016$323,008$0201520182021YearValue
$646,016Latest year 2021

Participants Over Time

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

110201520182021YearValue
1Latest year 2021

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
202210$0$0-
Hartlett Advisors Inc. 401K Profit Sharing Plan-0---
202111$646,016$0-
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$646,016--
202011$399,899$0-
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$399,899--
201911$546,811$2,757$2,757iApproximate average salary by contribution assumption: employee only about $68,925 at 4% or $45,950 at 6%; with 50% employer match about $45,950 at 4% or $30,633 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$546,811$2,757$2,757iApproximate average salary by contribution assumption: employee only about $68,925 at 4% or $45,950 at 6%; with 50% employer match about $45,950 at 4% or $30,633 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
201811$538,648$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$538,648$6,083$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
201711$563,439$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$563,439$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201611$488,174$2,211$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,638 at 4% or $18,425 at 6%.
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$488,174$2,211$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,638 at 4% or $18,425 at 6%.
201511$490,365$492,652$492,652iApproximate average salary by contribution assumption: employee only about $12,316,300 at 4% or $8,210,867 at 6%; with 50% employer match about $8,210,867 at 4% or $5,473,911 at 6%; with 100% employer match about $6,158,150 at 4% or $4,105,433 at 6%.
Hartlett Advisors Inc. 401K Profit Sharing Plan-1$490,365$492,652$492,652iApproximate average salary by contribution assumption: employee only about $12,316,300 at 4% or $8,210,867 at 6%; with 50% employer match about $8,210,867 at 4% or $5,473,911 at 6%; with 100% employer match about $6,158,150 at 4% or $4,105,433 at 6%.
Hartlett Advisors Inc. | EIN 47-5042412 | 2022 Form 5500 Company Profile