Civic Intelligence

Bart & Associates Inc.

Plan context: Bart & Associates 401K Plan

EIN 52-6383142 • 28 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

152

2024 Assets

$20,478,251

2024 Contributions

$2,161,778

Historical Graphs

Total Assets Over Time

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

$25,441,658$12,720,829$0199920122024YearValue
$20,478,251Latest year 2024

Participants Over Time

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

3451730199920122024YearValue
152Latest year 2024

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
20242152$20,478,251$2,161,778$14,222iApproximate average salary by contribution assumption: employee only about $355,556 at 4% or $237,037 at 6%; with 50% employer match about $237,037 at 4% or $158,025 at 6%; with 100% employer match about $177,778 at 4% or $118,519 at 6%.
Bart & Associates 401K Plan-152$20,478,251$2,161,778$14,222iApproximate average salary by contribution assumption: employee only about $355,556 at 4% or $237,037 at 6%; with 50% employer match about $237,037 at 4% or $158,025 at 6%; with 100% employer match about $177,778 at 4% or $118,519 at 6%.
Bart & Associates LLC Employee Benefit Plan (501)-150---
20232162$23,968,209$7,142,077$44,087iApproximate average salary by contribution assumption: employee only about $1,102,172 at 4% or $734,782 at 6%; with 50% employer match about $734,782 at 4% or $489,854 at 6%; with 100% employer match about $551,086 at 4% or $367,391 at 6%.
Bart & Associates 401K Plan-162$23,968,209$7,142,077$44,087iApproximate average salary by contribution assumption: employee only about $1,102,172 at 4% or $734,782 at 6%; with 50% employer match about $734,782 at 4% or $489,854 at 6%; with 100% employer match about $551,086 at 4% or $367,391 at 6%.
Bart & Associates LLC Employee Benefit Plan (501)-158---
20221105$15,710,696$1,057,048$10,067iApproximate average salary by contribution assumption: employee only about $251,678 at 4% or $167,785 at 6%; with 50% employer match about $167,785 at 4% or $111,857 at 6%; with 100% employer match about $125,839 at 4% or $83,893 at 6%.
Bart & Associates 401K Plan-105$15,710,696$1,057,048$10,067iApproximate average salary by contribution assumption: employee only about $251,678 at 4% or $167,785 at 6%; with 50% employer match about $167,785 at 4% or $111,857 at 6%; with 100% employer match about $125,839 at 4% or $83,893 at 6%.
20211101$20,508,879$1,200,876$11,890iApproximate average salary by contribution assumption: employee only about $297,247 at 4% or $198,164 at 6%; with 50% employer match about $198,164 at 4% or $132,110 at 6%; with 100% employer match about $148,623 at 4% or $99,082 at 6%.
Bart & Associates 401K Plan-101$20,508,879$1,200,876$11,890iApproximate average salary by contribution assumption: employee only about $297,247 at 4% or $198,164 at 6%; with 50% employer match about $198,164 at 4% or $132,110 at 6%; with 100% employer match about $148,623 at 4% or $99,082 at 6%.
20201104$19,897,375$1,159,541$11,149iApproximate average salary by contribution assumption: employee only about $278,736 at 4% or $185,824 at 6%; with 50% employer match about $185,824 at 4% or $123,883 at 6%; with 100% employer match about $139,368 at 4% or $92,912 at 6%.
Bart & Associates 401K Plan-104$19,897,375$1,159,541$11,149iApproximate average salary by contribution assumption: employee only about $278,736 at 4% or $185,824 at 6%; with 50% employer match about $185,824 at 4% or $123,883 at 6%; with 100% employer match about $139,368 at 4% or $92,912 at 6%.
2019197$19,110,080$996,609$10,274iApproximate average salary by contribution assumption: employee only about $256,858 at 4% or $171,239 at 6%; with 50% employer match about $171,239 at 4% or $114,159 at 6%; with 100% employer match about $128,429 at 4% or $85,619 at 6%.
Bart & Associates 401K Plan-97$19,110,080$996,609$10,274iApproximate average salary by contribution assumption: employee only about $256,858 at 4% or $171,239 at 6%; with 50% employer match about $171,239 at 4% or $114,159 at 6%; with 100% employer match about $128,429 at 4% or $85,619 at 6%.
2018186$15,705,508$824,647$9,589iApproximate average salary by contribution assumption: employee only about $239,723 at 4% or $159,815 at 6%; with 50% employer match about $159,815 at 4% or $106,544 at 6%; with 100% employer match about $119,861 at 4% or $79,908 at 6%.
Bart & Associates 401K Plan-86$15,705,508$824,647$9,589iApproximate average salary by contribution assumption: employee only about $239,723 at 4% or $159,815 at 6%; with 50% employer match about $159,815 at 4% or $106,544 at 6%; with 100% employer match about $119,861 at 4% or $79,908 at 6%.
2017173$18,405,114$1,248,864$17,108iApproximate average salary by contribution assumption: employee only about $427,693 at 4% or $285,129 at 6%; with 50% employer match about $285,129 at 4% or $190,086 at 6%; with 100% employer match about $213,847 at 4% or $142,564 at 6%.
Bart & Associates 401K Plan-73$18,405,114$1,248,864$17,108iApproximate average salary by contribution assumption: employee only about $427,693 at 4% or $285,129 at 6%; with 50% employer match about $285,129 at 4% or $190,086 at 6%; with 100% employer match about $213,847 at 4% or $142,564 at 6%.
2016172$17,640,665$1,576,480$21,896iApproximate average salary by contribution assumption: employee only about $547,389 at 4% or $364,926 at 6%; with 50% employer match about $364,926 at 4% or $243,284 at 6%; with 100% employer match about $273,694 at 4% or $182,463 at 6%.
Bart & Associates 401K Plan-72$17,640,665$1,576,480$21,896iApproximate average salary by contribution assumption: employee only about $547,389 at 4% or $364,926 at 6%; with 50% employer match about $364,926 at 4% or $243,284 at 6%; with 100% employer match about $273,694 at 4% or $182,463 at 6%.
2015185$17,790,916$1,441,821$16,963iApproximate average salary by contribution assumption: employee only about $424,065 at 4% or $282,710 at 6%; with 50% employer match about $282,710 at 4% or $188,473 at 6%; with 100% employer match about $212,032 at 4% or $141,355 at 6%.
Bart & Associates 401K Plan-85$17,790,916$1,441,821$16,963iApproximate average salary by contribution assumption: employee only about $424,065 at 4% or $282,710 at 6%; with 50% employer match about $282,710 at 4% or $188,473 at 6%; with 100% employer match about $212,032 at 4% or $141,355 at 6%.
20141179$25,441,658$2,628,326$14,683iApproximate average salary by contribution assumption: employee only about $367,085 at 4% or $244,723 at 6%; with 50% employer match about $244,723 at 4% or $163,149 at 6%; with 100% employer match about $183,542 at 4% or $122,362 at 6%.
Bart & Associates 401K Plan-179$25,441,658$2,628,326$14,683iApproximate average salary by contribution assumption: employee only about $367,085 at 4% or $244,723 at 6%; with 50% employer match about $244,723 at 4% or $163,149 at 6%; with 100% employer match about $183,542 at 4% or $122,362 at 6%.
20131182$23,729,648$2,842,123$15,616iApproximate average salary by contribution assumption: employee only about $390,402 at 4% or $260,268 at 6%; with 50% employer match about $260,268 at 4% or $173,512 at 6%; with 100% employer match about $195,201 at 4% or $130,134 at 6%.
Bart & Associates 401K Plan-182$23,729,648$2,842,123$15,616iApproximate average salary by contribution assumption: employee only about $390,402 at 4% or $260,268 at 6%; with 50% employer match about $260,268 at 4% or $173,512 at 6%; with 100% employer match about $195,201 at 4% or $130,134 at 6%.
20121199$20,370,563$3,028,621$15,219iApproximate average salary by contribution assumption: employee only about $380,480 at 4% or $253,653 at 6%; with 50% employer match about $253,653 at 4% or $169,102 at 6%; with 100% employer match about $190,240 at 4% or $126,827 at 6%.
Bart & Associates 401K Plan-199$20,370,563$3,028,621$15,219iApproximate average salary by contribution assumption: employee only about $380,480 at 4% or $253,653 at 6%; with 50% employer match about $253,653 at 4% or $169,102 at 6%; with 100% employer match about $190,240 at 4% or $126,827 at 6%.
20111185$17,743,874$3,401,411$18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%.
Bart & Associates 401K Plan-185$17,743,874$3,401,411$18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%.
20101263$15,430,794$2,843,113$10,810iApproximate average salary by contribution assumption: employee only about $270,258 at 4% or $180,172 at 6%; with 50% employer match about $180,172 at 4% or $120,115 at 6%; with 100% employer match about $135,129 at 4% or $90,086 at 6%.
Bart & Associates 401K Plan-263$15,430,794$2,843,113$10,810iApproximate average salary by contribution assumption: employee only about $270,258 at 4% or $180,172 at 6%; with 50% employer match about $180,172 at 4% or $120,115 at 6%; with 100% employer match about $135,129 at 4% or $90,086 at 6%.
20091335$13,092,465$2,861,933$8,543iApproximate average salary by contribution assumption: employee only about $213,577 at 4% or $142,385 at 6%; with 50% employer match about $142,385 at 4% or $94,923 at 6%; with 100% employer match about $106,789 at 4% or $71,192 at 6%.
Bart & Associates 401K Plan-335$13,092,465$2,861,933$8,543iApproximate average salary by contribution assumption: employee only about $213,577 at 4% or $142,385 at 6%; with 50% employer match about $142,385 at 4% or $94,923 at 6%; with 100% employer match about $106,789 at 4% or $71,192 at 6%.
20081345$8,556,792$2,780,027$8,058iApproximate average salary by contribution assumption: employee only about $201,451 at 4% or $134,301 at 6%; with 50% employer match about $134,301 at 4% or $89,534 at 6%; with 100% employer match about $100,726 at 4% or $67,150 at 6%.
Bart & Associates 401K Plan-345$8,556,792$2,780,027$8,058iApproximate average salary by contribution assumption: employee only about $201,451 at 4% or $134,301 at 6%; with 50% employer match about $134,301 at 4% or $89,534 at 6%; with 100% employer match about $100,726 at 4% or $67,150 at 6%.
20071291$10,048,360$2,409,614$8,280iApproximate average salary by contribution assumption: employee only about $207,012 at 4% or $138,008 at 6%; with 50% employer match about $138,008 at 4% or $92,005 at 6%; with 100% employer match about $103,506 at 4% or $69,004 at 6%.
Bart & Associates 401K Plan-291$10,048,360$2,409,614$8,280iApproximate average salary by contribution assumption: employee only about $207,012 at 4% or $138,008 at 6%; with 50% employer match about $138,008 at 4% or $92,005 at 6%; with 100% employer match about $103,506 at 4% or $69,004 at 6%.
20061268$8,053,817$2,048,414$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,694 at 6%.
Bart & Associates 401K Plan-268$8,053,817$2,048,414$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,694 at 6%.
20051243$5,727,117$1,795,905$7,391iApproximate average salary by contribution assumption: employee only about $184,764 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,117 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%.
Bart & Associates 401K Plan-243$5,727,117$1,795,905$7,391iApproximate average salary by contribution assumption: employee only about $184,764 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,117 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%.
20041198$3,805,531$1,243,906$6,282iApproximate average salary by contribution assumption: employee only about $157,059 at 4% or $104,706 at 6%; with 50% employer match about $104,706 at 4% or $69,804 at 6%; with 100% employer match about $78,529 at 4% or $52,353 at 6%.
Bart & Associates 401K Plan-198$3,805,531$1,243,906$6,282iApproximate average salary by contribution assumption: employee only about $157,059 at 4% or $104,706 at 6%; with 50% employer match about $104,706 at 4% or $69,804 at 6%; with 100% employer match about $78,529 at 4% or $52,353 at 6%.
2003196$2,451,596$534,190$5,564iApproximate average salary by contribution assumption: employee only about $139,112 at 4% or $92,741 at 6%; with 50% employer match about $92,741 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.
Bart & Associates 401K Plan-96$2,451,596$534,190$5,564iApproximate average salary by contribution assumption: employee only about $139,112 at 4% or $92,741 at 6%; with 50% employer match about $92,741 at 4% or $61,828 at 6%; with 100% employer match about $69,556 at 4% or $46,371 at 6%.
2002179$1,513,566$548,004$6,937iApproximate average salary by contribution assumption: employee only about $173,419 at 4% or $115,613 at 6%; with 50% employer match about $115,613 at 4% or $77,075 at 6%; with 100% employer match about $86,709 at 4% or $57,806 at 6%.
Bart & Associates 401K Plan-79$1,513,566$548,004$6,937iApproximate average salary by contribution assumption: employee only about $173,419 at 4% or $115,613 at 6%; with 50% employer match about $115,613 at 4% or $77,075 at 6%; with 100% employer match about $86,709 at 4% or $57,806 at 6%.
2001162$1,274,738$523,756$8,448iApproximate average salary by contribution assumption: employee only about $211,192 at 4% or $140,795 at 6%; with 50% employer match about $140,795 at 4% or $93,863 at 6%; with 100% employer match about $105,596 at 4% or $70,397 at 6%.
Bart & Associates 401K Plan-62$1,274,738$523,756$8,448iApproximate average salary by contribution assumption: employee only about $211,192 at 4% or $140,795 at 6%; with 50% employer match about $140,795 at 4% or $93,863 at 6%; with 100% employer match about $105,596 at 4% or $70,397 at 6%.
2000167$885,829$401,918$5,999iApproximate average salary by contribution assumption: employee only about $149,969 at 4% or $99,980 at 6%; with 50% employer match about $99,980 at 4% or $66,653 at 6%; with 100% employer match about $74,985 at 4% or $49,990 at 6%.
Bart & Associates 401K Plan-67$885,829$401,918$5,999iApproximate average salary by contribution assumption: employee only about $149,969 at 4% or $99,980 at 6%; with 50% employer match about $99,980 at 4% or $66,653 at 6%; with 100% employer match about $74,985 at 4% or $49,990 at 6%.
1999158$618,405$298,774$5,151iApproximate average salary by contribution assumption: employee only about $128,782 at 4% or $85,855 at 6%; with 50% employer match about $85,855 at 4% or $57,236 at 6%; with 100% employer match about $64,391 at 4% or $42,927 at 6%.
Bart & Associates 401K Plan-58$618,405$298,774$5,151iApproximate average salary by contribution assumption: employee only about $128,782 at 4% or $85,855 at 6%; with 50% employer match about $85,855 at 4% or $57,236 at 6%; with 100% employer match about $64,391 at 4% or $42,927 at 6%.