Barton, Klugman & Oetting
Plan context: Barton, Klugman & Oetting Section 401K Plan
EIN 95-3681528 • Los Angeles, CA • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
16
2023 Assets
$13,620,526
2023 Contributions
$253,126
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 | $253,126 | - |
| Barton, Klugman & Oetting Section 401K Plan | - | 0 | - | $253,126 | - |
| 2022 | 1 | 16 | $13,620,526 | $290,858 | $18,179iApproximate average salary by contribution assumption: employee only about $454,466 at 4% or $302,977 at 6%; with 50% employer match about $302,977 at 4% or $201,985 at 6%; with 100% employer match about $227,233 at 4% or $151,489 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 16 | $13,620,526 | $290,858 | $18,179iApproximate average salary by contribution assumption: employee only about $454,466 at 4% or $302,977 at 6%; with 50% employer match about $302,977 at 4% or $201,985 at 6%; with 100% employer match about $227,233 at 4% or $151,489 at 6%. |
| 2021 | 1 | 15 | $16,399,638 | $289,808 | $19,321iApproximate average salary by contribution assumption: employee only about $483,013 at 4% or $322,009 at 6%; with 50% employer match about $322,009 at 4% or $214,673 at 6%; with 100% employer match about $241,507 at 4% or $161,004 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 15 | $16,399,638 | $289,808 | $19,321iApproximate average salary by contribution assumption: employee only about $483,013 at 4% or $322,009 at 6%; with 50% employer match about $322,009 at 4% or $214,673 at 6%; with 100% employer match about $241,507 at 4% or $161,004 at 6%. |
| 2020 | 1 | 14 | $14,089,429 | $250,616 | $17,901iApproximate average salary by contribution assumption: employee only about $447,529 at 4% or $298,352 at 6%; with 50% employer match about $298,352 at 4% or $198,902 at 6%; with 100% employer match about $223,764 at 4% or $149,176 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 14 | $14,089,429 | $250,616 | $17,901iApproximate average salary by contribution assumption: employee only about $447,529 at 4% or $298,352 at 6%; with 50% employer match about $298,352 at 4% or $198,902 at 6%; with 100% employer match about $223,764 at 4% or $149,176 at 6%. |
| 2019 | 1 | 18 | $13,413,006 | $336,282 | $18,682iApproximate average salary by contribution assumption: employee only about $467,058 at 4% or $311,372 at 6%; with 50% employer match about $311,372 at 4% or $207,581 at 6%; with 100% employer match about $233,529 at 4% or $155,686 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 18 | $13,413,006 | $336,282 | $18,682iApproximate average salary by contribution assumption: employee only about $467,058 at 4% or $311,372 at 6%; with 50% employer match about $311,372 at 4% or $207,581 at 6%; with 100% employer match about $233,529 at 4% or $155,686 at 6%. |
| 2018 | 1 | 20 | $12,563,676 | $215,697 | $10,785iApproximate average salary by contribution assumption: employee only about $269,621 at 4% or $179,748 at 6%; with 50% employer match about $179,748 at 4% or $119,832 at 6%; with 100% employer match about $134,811 at 4% or $89,874 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 20 | $12,563,676 | $215,697 | $10,785iApproximate average salary by contribution assumption: employee only about $269,621 at 4% or $179,748 at 6%; with 50% employer match about $179,748 at 4% or $119,832 at 6%; with 100% employer match about $134,811 at 4% or $89,874 at 6%. |
| 2017 | 1 | 26 | $13,411,490 | $391,572 | $15,060iApproximate average salary by contribution assumption: employee only about $376,512 at 4% or $251,008 at 6%; with 50% employer match about $251,008 at 4% or $167,338 at 6%; with 100% employer match about $188,256 at 4% or $125,504 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 26 | $13,411,490 | $391,572 | $15,060iApproximate average salary by contribution assumption: employee only about $376,512 at 4% or $251,008 at 6%; with 50% employer match about $251,008 at 4% or $167,338 at 6%; with 100% employer match about $188,256 at 4% or $125,504 at 6%. |
| 2016 | 1 | 26 | $11,592,587 | $403,051 | $15,502iApproximate average salary by contribution assumption: employee only about $387,549 at 4% or $258,366 at 6%; with 50% employer match about $258,366 at 4% or $172,244 at 6%; with 100% employer match about $193,775 at 4% or $129,183 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 26 | $11,592,587 | $403,051 | $15,502iApproximate average salary by contribution assumption: employee only about $387,549 at 4% or $258,366 at 6%; with 50% employer match about $258,366 at 4% or $172,244 at 6%; with 100% employer match about $193,775 at 4% or $129,183 at 6%. |
| 2015 | 1 | 25 | $10,470,057 | $391,324 | $15,653iApproximate average salary by contribution assumption: employee only about $391,324 at 4% or $260,883 at 6%; with 50% employer match about $260,883 at 4% or $173,922 at 6%; with 100% employer match about $195,662 at 4% or $130,441 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 25 | $10,470,057 | $391,324 | $15,653iApproximate average salary by contribution assumption: employee only about $391,324 at 4% or $260,883 at 6%; with 50% employer match about $260,883 at 4% or $173,922 at 6%; with 100% employer match about $195,662 at 4% or $130,441 at 6%. |
| 2014 | 1 | 27 | $10,281,214 | $377,598 | $13,985iApproximate average salary by contribution assumption: employee only about $349,628 at 4% or $233,085 at 6%; with 50% employer match about $233,085 at 4% or $155,390 at 6%; with 100% employer match about $174,814 at 4% or $116,543 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 27 | $10,281,214 | $377,598 | $13,985iApproximate average salary by contribution assumption: employee only about $349,628 at 4% or $233,085 at 6%; with 50% employer match about $233,085 at 4% or $155,390 at 6%; with 100% employer match about $174,814 at 4% or $116,543 at 6%. |
| 2013 | 1 | 30 | $10,813,300 | $427,535 | $14,251iApproximate average salary by contribution assumption: employee only about $356,279 at 4% or $237,519 at 6%; with 50% employer match about $237,519 at 4% or $158,346 at 6%; with 100% employer match about $178,140 at 4% or $118,760 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 30 | $10,813,300 | $427,535 | $14,251iApproximate average salary by contribution assumption: employee only about $356,279 at 4% or $237,519 at 6%; with 50% employer match about $237,519 at 4% or $158,346 at 6%; with 100% employer match about $178,140 at 4% or $118,760 at 6%. |
| 2012 | 1 | 30 | $8,555,987 | $441,423 | $14,714iApproximate average salary by contribution assumption: employee only about $367,853 at 4% or $245,235 at 6%; with 50% employer match about $245,235 at 4% or $163,490 at 6%; with 100% employer match about $183,926 at 4% or $122,618 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 30 | $8,555,987 | $441,423 | $14,714iApproximate average salary by contribution assumption: employee only about $367,853 at 4% or $245,235 at 6%; with 50% employer match about $245,235 at 4% or $163,490 at 6%; with 100% employer match about $183,926 at 4% or $122,618 at 6%. |
| 2011 | 1 | 31 | $7,528,662 | $473,497 | $15,274iApproximate average salary by contribution assumption: employee only about $381,852 at 4% or $254,568 at 6%; with 50% employer match about $254,568 at 4% or $169,712 at 6%; with 100% employer match about $190,926 at 4% or $127,284 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 31 | $7,528,662 | $473,497 | $15,274iApproximate average salary by contribution assumption: employee only about $381,852 at 4% or $254,568 at 6%; with 50% employer match about $254,568 at 4% or $169,712 at 6%; with 100% employer match about $190,926 at 4% or $127,284 at 6%. |
| 2010 | 1 | 32 | $7,239,014 | $466,685 | $14,584iApproximate average salary by contribution assumption: employee only about $364,598 at 4% or $243,065 at 6%; with 50% employer match about $243,065 at 4% or $162,043 at 6%; with 100% employer match about $182,299 at 4% or $121,533 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 32 | $7,239,014 | $466,685 | $14,584iApproximate average salary by contribution assumption: employee only about $364,598 at 4% or $243,065 at 6%; with 50% employer match about $243,065 at 4% or $162,043 at 6%; with 100% employer match about $182,299 at 4% or $121,533 at 6%. |
| 2009 | 1 | 21 | $6,093,720 | $458,652 | $21,841iApproximate average salary by contribution assumption: employee only about $546,014 at 4% or $364,010 at 6%; with 50% employer match about $364,010 at 4% or $242,673 at 6%; with 100% employer match about $273,007 at 4% or $182,005 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 21 | $6,093,720 | $458,652 | $21,841iApproximate average salary by contribution assumption: employee only about $546,014 at 4% or $364,010 at 6%; with 50% employer match about $364,010 at 4% or $242,673 at 6%; with 100% employer match about $273,007 at 4% or $182,005 at 6%. |
| 2008 | 1 | 20 | $4,489,631 | $429,705 | $21,485iApproximate average salary by contribution assumption: employee only about $537,131 at 4% or $358,088 at 6%; with 50% employer match about $358,088 at 4% or $238,725 at 6%; with 100% employer match about $268,566 at 4% or $179,044 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 20 | $4,489,631 | $429,705 | $21,485iApproximate average salary by contribution assumption: employee only about $537,131 at 4% or $358,088 at 6%; with 50% employer match about $358,088 at 4% or $238,725 at 6%; with 100% employer match about $268,566 at 4% or $179,044 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Barton, Klugman & Oetting Section 401K Plan | - | 21 | - | - | - |
| 2006 | 1 | 28 | $5,810,914 | $509,373 | $18,192iApproximate average salary by contribution assumption: employee only about $454,797 at 4% or $303,198 at 6%; with 50% employer match about $303,198 at 4% or $202,132 at 6%; with 100% employer match about $227,399 at 4% or $151,599 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 28 | $5,810,914 | $509,373 | $18,192iApproximate average salary by contribution assumption: employee only about $454,797 at 4% or $303,198 at 6%; with 50% employer match about $303,198 at 4% or $202,132 at 6%; with 100% employer match about $227,399 at 4% or $151,599 at 6%. |
| 2005 | 1 | 28 | $4,735,384 | $517,115 | $18,468iApproximate average salary by contribution assumption: employee only about $461,710 at 4% or $307,807 at 6%; with 50% employer match about $307,807 at 4% or $205,204 at 6%; with 100% employer match about $230,855 at 4% or $153,903 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 28 | $4,735,384 | $517,115 | $18,468iApproximate average salary by contribution assumption: employee only about $461,710 at 4% or $307,807 at 6%; with 50% employer match about $307,807 at 4% or $205,204 at 6%; with 100% employer match about $230,855 at 4% or $153,903 at 6%. |
| 2004 | 1 | 27 | $4,024,368 | $436,134 | $16,153iApproximate average salary by contribution assumption: employee only about $403,828 at 4% or $269,219 at 6%; with 50% employer match about $269,219 at 4% or $179,479 at 6%; with 100% employer match about $201,914 at 4% or $134,609 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 27 | $4,024,368 | $436,134 | $16,153iApproximate average salary by contribution assumption: employee only about $403,828 at 4% or $269,219 at 6%; with 50% employer match about $269,219 at 4% or $179,479 at 6%; with 100% employer match about $201,914 at 4% or $134,609 at 6%. |
| 2003 | 1 | 24 | $3,243,688 | $329,090 | $13,712iApproximate average salary by contribution assumption: employee only about $342,802 at 4% or $228,535 at 6%; with 50% employer match about $228,535 at 4% or $152,356 at 6%; with 100% employer match about $171,401 at 4% or $114,267 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 24 | $3,243,688 | $329,090 | $13,712iApproximate average salary by contribution assumption: employee only about $342,802 at 4% or $228,535 at 6%; with 50% employer match about $228,535 at 4% or $152,356 at 6%; with 100% employer match about $171,401 at 4% or $114,267 at 6%. |
| 2002 | 1 | 26 | $2,715,432 | $356,641 | $13,717iApproximate average salary by contribution assumption: employee only about $342,924 at 4% or $228,616 at 6%; with 50% employer match about $228,616 at 4% or $152,411 at 6%; with 100% employer match about $171,462 at 4% or $114,308 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 26 | $2,715,432 | $356,641 | $13,717iApproximate average salary by contribution assumption: employee only about $342,924 at 4% or $228,616 at 6%; with 50% employer match about $228,616 at 4% or $152,411 at 6%; with 100% employer match about $171,462 at 4% or $114,308 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Barton, Klugman & Oetting Section 401K Plan | - | 25 | - | - | - |
| 2000 | 1 | 25 | $0 | $0 | - |
| Barton, Klugman & Oetting Section 401K Plan | - | 25 | - | - | - |
| 1999 | 1 | 24 | $2,728,521 | $297,959 | $12,415iApproximate average salary by contribution assumption: employee only about $310,374 at 4% or $206,916 at 6%; with 50% employer match about $206,916 at 4% or $137,944 at 6%; with 100% employer match about $155,187 at 4% or $103,458 at 6%. |
| Barton, Klugman & Oetting Section 401K Plan | - | 24 | $2,728,521 | $297,959 | $12,415iApproximate average salary by contribution assumption: employee only about $310,374 at 4% or $206,916 at 6%; with 50% employer match about $206,916 at 4% or $137,944 at 6%; with 100% employer match about $155,187 at 4% or $103,458 at 6%. |