Civic Intelligence

John Bertram House

Plan context: The John Bertram House Inc Tax Deferred Annuity Plan

EIN 04-2103743 • Salem, MA • 19 filings • 2 plans

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29 Washington SquareSalem, MA 01970-4014
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$889,549

2024 Contributions

$66,771

Historical Graphs

Total Assets Over Time

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

$889,549$444,775$0200920172024YearValue
$889,549Latest year 2024

Participants Over Time

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

32160200920172024YearValue
28Latest 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
2024128$889,549$66,771$2,385iApproximate average salary by contribution assumption: employee only about $59,617 at 4% or $39,745 at 6%; with 50% employer match about $39,745 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-28$889,549$66,771$2,385iApproximate average salary by contribution assumption: employee only about $59,617 at 4% or $39,745 at 6%; with 50% employer match about $39,745 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%.
2023132$729,781$74,942$2,342iApproximate average salary by contribution assumption: employee only about $58,548 at 4% or $39,032 at 6%; with 50% employer match about $39,032 at 4% or $26,022 at 6%; with 100% employer match about $29,274 at 4% or $19,516 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-32$729,781$74,942$2,342iApproximate average salary by contribution assumption: employee only about $58,548 at 4% or $39,032 at 6%; with 50% employer match about $39,032 at 4% or $26,022 at 6%; with 100% employer match about $29,274 at 4% or $19,516 at 6%.
2022129$557,973$77,099$2,659iApproximate average salary by contribution assumption: employee only about $66,465 at 4% or $44,310 at 6%; with 50% employer match about $44,310 at 4% or $29,540 at 6%; with 100% employer match about $33,232 at 4% or $22,155 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-29$557,973$77,099$2,659iApproximate average salary by contribution assumption: employee only about $66,465 at 4% or $44,310 at 6%; with 50% employer match about $44,310 at 4% or $29,540 at 6%; with 100% employer match about $33,232 at 4% or $22,155 at 6%.
2021126$697,591$72,094$2,773iApproximate average salary by contribution assumption: employee only about $69,321 at 4% or $46,214 at 6%; with 50% employer match about $46,214 at 4% or $30,809 at 6%; with 100% employer match about $34,661 at 4% or $23,107 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-26$697,591$72,094$2,773iApproximate average salary by contribution assumption: employee only about $69,321 at 4% or $46,214 at 6%; with 50% employer match about $46,214 at 4% or $30,809 at 6%; with 100% employer match about $34,661 at 4% or $23,107 at 6%.
2020124$621,181$77,527$3,230iApproximate average salary by contribution assumption: employee only about $80,757 at 4% or $53,838 at 6%; with 50% employer match about $53,838 at 4% or $35,892 at 6%; with 100% employer match about $40,379 at 4% or $26,919 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-24$621,181$77,527$3,230iApproximate average salary by contribution assumption: employee only about $80,757 at 4% or $53,838 at 6%; with 50% employer match about $53,838 at 4% or $35,892 at 6%; with 100% employer match about $40,379 at 4% or $26,919 at 6%.
2019121$475,209$49,724$2,368iApproximate average salary by contribution assumption: employee only about $59,195 at 4% or $39,463 at 6%; with 50% employer match about $39,463 at 4% or $26,309 at 6%; with 100% employer match about $29,598 at 4% or $19,732 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-21$475,209$49,724$2,368iApproximate average salary by contribution assumption: employee only about $59,195 at 4% or $39,463 at 6%; with 50% employer match about $39,463 at 4% or $26,309 at 6%; with 100% employer match about $29,598 at 4% or $19,732 at 6%.
2018117$368,281$37,953$2,233iApproximate average salary by contribution assumption: employee only about $55,813 at 4% or $37,209 at 6%; with 50% employer match about $37,209 at 4% or $24,806 at 6%; with 100% employer match about $27,907 at 4% or $18,604 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-17$368,281$37,953$2,233iApproximate average salary by contribution assumption: employee only about $55,813 at 4% or $37,209 at 6%; with 50% employer match about $37,209 at 4% or $24,806 at 6%; with 100% employer match about $27,907 at 4% or $18,604 at 6%.
2017120$396,444$34,896$1,745iApproximate average salary by contribution assumption: employee only about $43,620 at 4% or $29,080 at 6%; with 50% employer match about $29,080 at 4% or $19,387 at 6%; with 100% employer match about $21,810 at 4% or $14,540 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-20$396,444$34,896$1,745iApproximate average salary by contribution assumption: employee only about $43,620 at 4% or $29,080 at 6%; with 50% employer match about $29,080 at 4% or $19,387 at 6%; with 100% employer match about $21,810 at 4% or $14,540 at 6%.
2016120$358,989$37,834$1,892iApproximate average salary by contribution assumption: employee only about $47,293 at 4% or $31,528 at 6%; with 50% employer match about $31,528 at 4% or $21,019 at 6%; with 100% employer match about $23,646 at 4% or $15,764 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-20$358,989$37,834$1,892iApproximate average salary by contribution assumption: employee only about $47,293 at 4% or $31,528 at 6%; with 50% employer match about $31,528 at 4% or $21,019 at 6%; with 100% employer match about $23,646 at 4% or $15,764 at 6%.
2015119$302,082$32,061$1,687iApproximate average salary by contribution assumption: employee only about $42,186 at 4% or $28,124 at 6%; with 50% employer match about $28,124 at 4% or $18,749 at 6%; with 100% employer match about $21,093 at 4% or $14,062 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-19$302,082$32,061$1,687iApproximate average salary by contribution assumption: employee only about $42,186 at 4% or $28,124 at 6%; with 50% employer match about $28,124 at 4% or $18,749 at 6%; with 100% employer match about $21,093 at 4% or $14,062 at 6%.
2014117$268,349$26,468$1,557iApproximate average salary by contribution assumption: employee only about $38,924 at 4% or $25,949 at 6%; with 50% employer match about $25,949 at 4% or $17,299 at 6%; with 100% employer match about $19,462 at 4% or $12,975 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-17$268,349$26,468$1,557iApproximate average salary by contribution assumption: employee only about $38,924 at 4% or $25,949 at 6%; with 50% employer match about $25,949 at 4% or $17,299 at 6%; with 100% employer match about $19,462 at 4% or $12,975 at 6%.
2013118$229,818$25,480$1,416iApproximate average salary by contribution assumption: employee only about $35,389 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,728 at 6%; with 100% employer match about $17,694 at 4% or $11,796 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-18$229,818$25,480$1,416iApproximate average salary by contribution assumption: employee only about $35,389 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,728 at 6%; with 100% employer match about $17,694 at 4% or $11,796 at 6%.
2012117$188,775$21,095$1,241iApproximate average salary by contribution assumption: employee only about $31,022 at 4% or $20,681 at 6%; with 50% employer match about $20,681 at 4% or $13,788 at 6%; with 100% employer match about $15,511 at 4% or $10,341 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-17$188,775$21,095$1,241iApproximate average salary by contribution assumption: employee only about $31,022 at 4% or $20,681 at 6%; with 50% employer match about $20,681 at 4% or $13,788 at 6%; with 100% employer match about $15,511 at 4% or $10,341 at 6%.
2011117$163,349$22,463$1,321iApproximate average salary by contribution assumption: employee only about $33,034 at 4% or $22,023 at 6%; with 50% employer match about $22,023 at 4% or $14,682 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-17$163,349$22,463$1,321iApproximate average salary by contribution assumption: employee only about $33,034 at 4% or $22,023 at 6%; with 50% employer match about $22,023 at 4% or $14,682 at 6%; with 100% employer match about $16,517 at 4% or $11,011 at 6%.
2010117$408,700$42,706$2,512iApproximate average salary by contribution assumption: employee only about $62,803 at 4% or $41,869 at 6%; with 50% employer match about $41,869 at 4% or $27,912 at 6%; with 100% employer match about $31,401 at 4% or $20,934 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-17$408,700$42,706$2,512iApproximate average salary by contribution assumption: employee only about $62,803 at 4% or $41,869 at 6%; with 50% employer match about $41,869 at 4% or $27,912 at 6%; with 100% employer match about $31,401 at 4% or $20,934 at 6%.
2009115$347,903$32,827$2,188iApproximate average salary by contribution assumption: employee only about $54,712 at 4% or $36,474 at 6%; with 50% employer match about $36,474 at 4% or $24,316 at 6%; with 100% employer match about $27,356 at 4% or $18,237 at 6%.
The John Bertram House Inc Tax Deferred Annuity Plan-15$347,903$32,827$2,188iApproximate average salary by contribution assumption: employee only about $54,712 at 4% or $36,474 at 6%; with 50% employer match about $36,474 at 4% or $24,316 at 6%; with 100% employer match about $27,356 at 4% or $18,237 at 6%.
200110$0$0-
The John Bertram House Inc Tax Deferred Annuity Plan-0---
200010$0$0-
The John Bertram House Inc Tax Deferred Annuity Plan-0---
199910$0$0-
The John Bertram House Inc Tax Deferred Annuity Plan-0---