Bartley & Bartley Insurance Services Inc.
Plan context: Bartley & Bartley Insurance Services Inc. Profit Sharing Plan
EIN 94-2763817 • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$1,556,004
2023 Contributions
$63,605
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2022 | 1 | 2 | $1,556,004 | $63,605 | $31,803iApproximate average salary by contribution assumption: employee only about $795,063 at 4% or $530,042 at 6%; with 50% employer match about $530,042 at 4% or $353,361 at 6%; with 100% employer match about $397,531 at 4% or $265,021 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,556,004 | $63,605 | $31,803iApproximate average salary by contribution assumption: employee only about $795,063 at 4% or $530,042 at 6%; with 50% employer match about $530,042 at 4% or $353,361 at 6%; with 100% employer match about $397,531 at 4% or $265,021 at 6%. |
| 2021 | 1 | 2 | $1,471,781 | $31,365 | $15,683iApproximate average salary by contribution assumption: employee only about $392,063 at 4% or $261,375 at 6%; with 50% employer match about $261,375 at 4% or $174,250 at 6%; with 100% employer match about $196,031 at 4% or $130,688 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,471,781 | $31,365 | $15,683iApproximate average salary by contribution assumption: employee only about $392,063 at 4% or $261,375 at 6%; with 50% employer match about $261,375 at 4% or $174,250 at 6%; with 100% employer match about $196,031 at 4% or $130,688 at 6%. |
| 2020 | 1 | 2 | $1,458,898 | $24,395 | $12,198iApproximate average salary by contribution assumption: employee only about $304,938 at 4% or $203,292 at 6%; with 50% employer match about $203,292 at 4% or $135,528 at 6%; with 100% employer match about $152,469 at 4% or $101,646 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,458,898 | $24,395 | $12,198iApproximate average salary by contribution assumption: employee only about $304,938 at 4% or $203,292 at 6%; with 50% employer match about $203,292 at 4% or $135,528 at 6%; with 100% employer match about $152,469 at 4% or $101,646 at 6%. |
| 2019 | 1 | 2 | $1,323,762 | $29,223 | $14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,323,762 | $29,223 | $14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%. |
| 2018 | 1 | 2 | $1,255,591 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,255,591 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2017 | 1 | 2 | $1,141,576 | $38,335 | $19,168iApproximate average salary by contribution assumption: employee only about $479,188 at 4% or $319,458 at 6%; with 50% employer match about $319,458 at 4% or $212,972 at 6%; with 100% employer match about $239,594 at 4% or $159,729 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,141,576 | $38,335 | $19,168iApproximate average salary by contribution assumption: employee only about $479,188 at 4% or $319,458 at 6%; with 50% employer match about $319,458 at 4% or $212,972 at 6%; with 100% employer match about $239,594 at 4% or $159,729 at 6%. |
| 2016 | 1 | 2 | $1,077,133 | $26,162 | $13,081iApproximate average salary by contribution assumption: employee only about $327,025 at 4% or $218,017 at 6%; with 50% employer match about $218,017 at 4% or $145,344 at 6%; with 100% employer match about $163,513 at 4% or $109,008 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,077,133 | $26,162 | $13,081iApproximate average salary by contribution assumption: employee only about $327,025 at 4% or $218,017 at 6%; with 50% employer match about $218,017 at 4% or $145,344 at 6%; with 100% employer match about $163,513 at 4% or $109,008 at 6%. |
| 2015 | 1 | 2 | $1,062,970 | $30,139 | $15,070iApproximate average salary by contribution assumption: employee only about $376,738 at 4% or $251,158 at 6%; with 50% employer match about $251,158 at 4% or $167,439 at 6%; with 100% employer match about $188,369 at 4% or $125,579 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,062,970 | $30,139 | $15,070iApproximate average salary by contribution assumption: employee only about $376,738 at 4% or $251,158 at 6%; with 50% employer match about $251,158 at 4% or $167,439 at 6%; with 100% employer match about $188,369 at 4% or $125,579 at 6%. |
| 2014 | 1 | 3 | $947,528 | $20,200 | $6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $947,528 | $20,200 | $6,733iApproximate average salary by contribution assumption: employee only about $168,333 at 4% or $112,222 at 6%; with 50% employer match about $112,222 at 4% or $74,815 at 6%; with 100% employer match about $84,167 at 4% or $56,111 at 6%. |
| 2013 | 1 | 3 | $986,011 | $25,569 | $8,523iApproximate average salary by contribution assumption: employee only about $213,075 at 4% or $142,050 at 6%; with 50% employer match about $142,050 at 4% or $94,700 at 6%; with 100% employer match about $106,538 at 4% or $71,025 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $986,011 | $25,569 | $8,523iApproximate average salary by contribution assumption: employee only about $213,075 at 4% or $142,050 at 6%; with 50% employer match about $142,050 at 4% or $94,700 at 6%; with 100% employer match about $106,538 at 4% or $71,025 at 6%. |
| 2012 | 1 | 3 | $934,058 | $36,347 | $12,116iApproximate average salary by contribution assumption: employee only about $302,892 at 4% or $201,928 at 6%; with 50% employer match about $201,928 at 4% or $134,619 at 6%; with 100% employer match about $151,446 at 4% or $100,964 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $934,058 | $36,347 | $12,116iApproximate average salary by contribution assumption: employee only about $302,892 at 4% or $201,928 at 6%; with 50% employer match about $201,928 at 4% or $134,619 at 6%; with 100% employer match about $151,446 at 4% or $100,964 at 6%. |
| 2011 | 1 | 3 | $934,881 | $29,390 | $9,797iApproximate average salary by contribution assumption: employee only about $244,917 at 4% or $163,278 at 6%; with 50% employer match about $163,278 at 4% or $108,852 at 6%; with 100% employer match about $122,458 at 4% or $81,639 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $934,881 | $29,390 | $9,797iApproximate average salary by contribution assumption: employee only about $244,917 at 4% or $163,278 at 6%; with 50% employer match about $163,278 at 4% or $108,852 at 6%; with 100% employer match about $122,458 at 4% or $81,639 at 6%. |
| 2010 | 1 | 3 | $950,653 | $38,427 | $12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $950,653 | $38,427 | $12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%. |
| 2009 | 1 | 3 | $751,733 | $29,946 | $9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | $751,733 | $29,946 | $9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $637,982 | $28,035 | $7,009iApproximate average salary by contribution assumption: employee only about $175,219 at 4% or $116,813 at 6%; with 50% employer match about $116,813 at 4% or $77,875 at 6%; with 100% employer match about $87,609 at 4% or $58,406 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 4 | $637,982 | $28,035 | $7,009iApproximate average salary by contribution assumption: employee only about $175,219 at 4% or $116,813 at 6%; with 50% employer match about $116,813 at 4% or $77,875 at 6%; with 100% employer match about $87,609 at 4% or $58,406 at 6%. |
| 2005 | 1 | 5 | $563,470 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 5 | $563,470 | - | - |
| 2004 | 1 | 5 | $511,086 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 5 | $511,086 | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 4 | $395,649 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Bartley & Bartley Insurance Services Inc. Profit Sharing Plan | - | 4 | $395,649 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |