Civic Intelligence

Bartlett & Heekin, Pa

Plan context: Bartlett & Heekin, Pa Profit Sharing Plan & Trust

EIN 59-3443291 • Jacksonville, FL • 20 filings • 7 plans

6720 Atlantic BlvdJacksonville, FL 32211
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$2,039,887

2020 Contributions

$31,543

Historical Graphs

Total Assets Over Time

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

$2,631,136$1,315,568$0199920112019YearValue
$2,039,887Latest year 2019

Participants Over Time

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

1790199920102019YearValue
9Latest year 2019

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
202010$0$0-
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-0$0$0-
201919$2,039,887$31,543$3,505iApproximate average salary by contribution assumption: employee only about $87,619 at 4% or $58,413 at 6%; with 50% employer match about $58,413 at 4% or $38,942 at 6%; with 100% employer match about $43,810 at 4% or $29,206 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-9$2,039,887$31,543$3,505iApproximate average salary by contribution assumption: employee only about $87,619 at 4% or $58,413 at 6%; with 50% employer match about $58,413 at 4% or $38,942 at 6%; with 100% employer match about $43,810 at 4% or $29,206 at 6%.
201819$1,839,370$49,650$5,517iApproximate average salary by contribution assumption: employee only about $137,917 at 4% or $91,944 at 6%; with 50% employer match about $91,944 at 4% or $61,296 at 6%; with 100% employer match about $68,958 at 4% or $45,972 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-9$1,839,370$49,650$5,517iApproximate average salary by contribution assumption: employee only about $137,917 at 4% or $91,944 at 6%; with 50% employer match about $91,944 at 4% or $61,296 at 6%; with 100% employer match about $68,958 at 4% or $45,972 at 6%.
2017113$2,631,136$122,955$9,458iApproximate average salary by contribution assumption: employee only about $236,452 at 4% or $157,635 at 6%; with 50% employer match about $157,635 at 4% or $105,090 at 6%; with 100% employer match about $118,226 at 4% or $78,817 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13$2,631,136$122,955$9,458iApproximate average salary by contribution assumption: employee only about $236,452 at 4% or $157,635 at 6%; with 50% employer match about $157,635 at 4% or $105,090 at 6%; with 100% employer match about $118,226 at 4% or $78,817 at 6%.
2016113$2,156,164$128,402$9,877iApproximate average salary by contribution assumption: employee only about $246,927 at 4% or $164,618 at 6%; with 50% employer match about $164,618 at 4% or $109,745 at 6%; with 100% employer match about $123,463 at 4% or $82,309 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13$2,156,164$128,402$9,877iApproximate average salary by contribution assumption: employee only about $246,927 at 4% or $164,618 at 6%; with 50% employer match about $164,618 at 4% or $109,745 at 6%; with 100% employer match about $123,463 at 4% or $82,309 at 6%.
2015114$1,880,449$131,055$9,361iApproximate average salary by contribution assumption: employee only about $234,027 at 4% or $156,018 at 6%; with 50% employer match about $156,018 at 4% or $104,012 at 6%; with 100% employer match about $117,013 at 4% or $78,009 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-14$1,880,449$131,055$9,361iApproximate average salary by contribution assumption: employee only about $234,027 at 4% or $156,018 at 6%; with 50% employer match about $156,018 at 4% or $104,012 at 6%; with 100% employer match about $117,013 at 4% or $78,009 at 6%.
2014115$1,815,606$126,101$8,407iApproximate average salary by contribution assumption: employee only about $210,168 at 4% or $140,112 at 6%; with 50% employer match about $140,112 at 4% or $93,408 at 6%; with 100% employer match about $105,084 at 4% or $70,056 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-15$1,815,606$126,101$8,407iApproximate average salary by contribution assumption: employee only about $210,168 at 4% or $140,112 at 6%; with 50% employer match about $140,112 at 4% or $93,408 at 6%; with 100% employer match about $105,084 at 4% or $70,056 at 6%.
2013112$1,634,013$122,320$10,193iApproximate average salary by contribution assumption: employee only about $254,833 at 4% or $169,889 at 6%; with 50% employer match about $169,889 at 4% or $113,259 at 6%; with 100% employer match about $127,417 at 4% or $84,944 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-12$1,634,013$122,320$10,193iApproximate average salary by contribution assumption: employee only about $254,833 at 4% or $169,889 at 6%; with 50% employer match about $169,889 at 4% or $113,259 at 6%; with 100% employer match about $127,417 at 4% or $84,944 at 6%.
2012113$1,353,276$123,363$9,489iApproximate average salary by contribution assumption: employee only about $237,237 at 4% or $158,158 at 6%; with 50% employer match about $158,158 at 4% or $105,438 at 6%; with 100% employer match about $118,618 at 4% or $79,079 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13$1,353,276$123,363$9,489iApproximate average salary by contribution assumption: employee only about $237,237 at 4% or $158,158 at 6%; with 50% employer match about $158,158 at 4% or $105,438 at 6%; with 100% employer match about $118,618 at 4% or $79,079 at 6%.
2011110$1,184,449$112,471$11,247iApproximate average salary by contribution assumption: employee only about $281,178 at 4% or $187,452 at 6%; with 50% employer match about $187,452 at 4% or $124,968 at 6%; with 100% employer match about $140,589 at 4% or $93,726 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-10$1,184,449$112,471$11,247iApproximate average salary by contribution assumption: employee only about $281,178 at 4% or $187,452 at 6%; with 50% employer match about $187,452 at 4% or $124,968 at 6%; with 100% employer match about $140,589 at 4% or $93,726 at 6%.
2010117$1,231,956$109,697$6,453iApproximate average salary by contribution assumption: employee only about $161,319 at 4% or $107,546 at 6%; with 50% employer match about $107,546 at 4% or $71,697 at 6%; with 100% employer match about $80,660 at 4% or $53,773 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-17$1,231,956$109,697$6,453iApproximate average salary by contribution assumption: employee only about $161,319 at 4% or $107,546 at 6%; with 50% employer match about $107,546 at 4% or $71,697 at 6%; with 100% employer match about $80,660 at 4% or $53,773 at 6%.
2009115$994,770$114,998$7,667iApproximate average salary by contribution assumption: employee only about $191,663 at 4% or $127,776 at 6%; with 50% employer match about $127,776 at 4% or $85,184 at 6%; with 100% employer match about $95,832 at 4% or $63,888 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-15$994,770$114,998$7,667iApproximate average salary by contribution assumption: employee only about $191,663 at 4% or $127,776 at 6%; with 50% employer match about $127,776 at 4% or $85,184 at 6%; with 100% employer match about $95,832 at 4% or $63,888 at 6%.
2008111$727,801$118,743$10,795iApproximate average salary by contribution assumption: employee only about $269,870 at 4% or $179,914 at 6%; with 50% employer match about $179,914 at 4% or $119,942 at 6%; with 100% employer match about $134,935 at 4% or $89,957 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-11$727,801$118,743$10,795iApproximate average salary by contribution assumption: employee only about $269,870 at 4% or $179,914 at 6%; with 50% employer match about $179,914 at 4% or $119,942 at 6%; with 100% employer match about $134,935 at 4% or $89,957 at 6%.
2007110$0$0-
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-10---
200419$596,765$91,497$10,166iApproximate average salary by contribution assumption: employee only about $254,158 at 4% or $169,439 at 6%; with 50% employer match about $169,439 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-9$596,765$91,497$10,166iApproximate average salary by contribution assumption: employee only about $254,158 at 4% or $169,439 at 6%; with 50% employer match about $169,439 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
2003110$494,496$100,108$10,011iApproximate average salary by contribution assumption: employee only about $250,270 at 4% or $166,847 at 6%; with 50% employer match about $166,847 at 4% or $111,231 at 6%; with 100% employer match about $125,135 at 4% or $83,423 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-10$494,496$100,108$10,011iApproximate average salary by contribution assumption: employee only about $250,270 at 4% or $166,847 at 6%; with 50% employer match about $166,847 at 4% or $111,231 at 6%; with 100% employer match about $125,135 at 4% or $83,423 at 6%.
2002111$319,475$122,714$11,156iApproximate average salary by contribution assumption: employee only about $278,895 at 4% or $185,930 at 6%; with 50% employer match about $185,930 at 4% or $123,954 at 6%; with 100% employer match about $139,448 at 4% or $92,965 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-11$319,475$122,714$11,156iApproximate average salary by contribution assumption: employee only about $278,895 at 4% or $185,930 at 6%; with 50% employer match about $185,930 at 4% or $123,954 at 6%; with 100% employer match about $139,448 at 4% or $92,965 at 6%.
2001113$313,039$78,923$6,071iApproximate average salary by contribution assumption: employee only about $151,775 at 4% or $101,183 at 6%; with 50% employer match about $101,183 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13$313,039$78,923$6,071iApproximate average salary by contribution assumption: employee only about $151,775 at 4% or $101,183 at 6%; with 50% employer match about $101,183 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%.
2000113$0$0-
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13---
1999113$195,212$97,074$7,467iApproximate average salary by contribution assumption: employee only about $186,681 at 4% or $124,454 at 6%; with 50% employer match about $124,454 at 4% or $82,969 at 6%; with 100% employer match about $93,340 at 4% or $62,227 at 6%.
Bartlett & Heekin, Pa Profit Sharing Plan & Trust-13$195,212$97,074$7,467iApproximate average salary by contribution assumption: employee only about $186,681 at 4% or $124,454 at 6%; with 50% employer match about $124,454 at 4% or $82,969 at 6%; with 100% employer match about $93,340 at 4% or $62,227 at 6%.