Civic Intelligence

Dr. Beatriz Bartolomei

Plan context: Dr. Beatriz Bartolomei Retirement Plan Series 98-1732

EIN 66-0429544 • 16 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$139,811

2024 Contributions

$2,000

Historical Graphs

Total Assets Over Time

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

$139,811$69,906$0200920172024YearValue
$139,811Latest year 2024

Participants Over Time

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

210200920172024YearValue
1Latest 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
202411$139,811$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%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$139,811$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%.
202312$129,555$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$129,555$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
202212$114,475$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$114,475$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
202112$129,783$4,000$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%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$129,783$4,000$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%.
202011$114,126$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$114,126--
201911$107,973$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$107,973--
201811$96,091$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$96,091--
201711$101,175$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$101,175--
201611$93,171$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$93,171--
201511$89,401$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-1$89,401--
201412$93,742$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$93,742--
201312$89,643$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$89,643--
201212$79,311$0-
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$79,311--
201112$73,604$2,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$73,604$2,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
201012$75,662$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$75,662$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200912$66,938$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Dr. Beatriz Bartolomei Retirement Plan Series 98-1732-2$66,938$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.