Civic Intelligence

George D. Bertherman, O.D. Inc.

Plan context: George D. Bertherman, O.D. Inc. 401(K) Plan

EIN 05-0486393 • Providence, RI • 13 filings • 1 plans

1466 Broad SteetProvidence, RI 02905
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,827,082

2025 Contributions

$118,811

Historical Graphs

Total Assets Over Time

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

$3,827,082$1,913,541$0201320192025YearValue
$3,827,082Latest year 2025

Participants Over Time

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

1470201320192025YearValue
12Latest year 2025

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
2025112$3,827,082$118,811$9,901iApproximate average salary by contribution assumption: employee only about $247,523 at 4% or $165,015 at 6%; with 50% employer match about $165,015 at 4% or $110,010 at 6%; with 100% employer match about $123,761 at 4% or $82,508 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$3,827,082$118,811$9,901iApproximate average salary by contribution assumption: employee only about $247,523 at 4% or $165,015 at 6%; with 50% employer match about $165,015 at 4% or $110,010 at 6%; with 100% employer match about $123,761 at 4% or $82,508 at 6%.
2024113$3,160,920$132,254$10,173iApproximate average salary by contribution assumption: employee only about $254,335 at 4% or $169,556 at 6%; with 50% employer match about $169,556 at 4% or $113,038 at 6%; with 100% employer match about $127,167 at 4% or $84,778 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-13$3,160,920$132,254$10,173iApproximate average salary by contribution assumption: employee only about $254,335 at 4% or $169,556 at 6%; with 50% employer match about $169,556 at 4% or $113,038 at 6%; with 100% employer match about $127,167 at 4% or $84,778 at 6%.
2023114$2,668,750$171,550$12,254iApproximate average salary by contribution assumption: employee only about $306,339 at 4% or $204,226 at 6%; with 50% employer match about $204,226 at 4% or $136,151 at 6%; with 100% employer match about $153,170 at 4% or $102,113 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-14$2,668,750$171,550$12,254iApproximate average salary by contribution assumption: employee only about $306,339 at 4% or $204,226 at 6%; with 50% employer match about $204,226 at 4% or $136,151 at 6%; with 100% employer match about $153,170 at 4% or $102,113 at 6%.
2022113$2,093,525$159,883$12,299iApproximate average salary by contribution assumption: employee only about $307,467 at 4% or $204,978 at 6%; with 50% employer match about $204,978 at 4% or $136,652 at 6%; with 100% employer match about $153,734 at 4% or $102,489 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-13$2,093,525$159,883$12,299iApproximate average salary by contribution assumption: employee only about $307,467 at 4% or $204,978 at 6%; with 50% employer match about $204,978 at 4% or $136,652 at 6%; with 100% employer match about $153,734 at 4% or $102,489 at 6%.
2021113$2,388,617$144,395$11,107iApproximate average salary by contribution assumption: employee only about $277,683 at 4% or $185,122 at 6%; with 50% employer match about $185,122 at 4% or $123,415 at 6%; with 100% employer match about $138,841 at 4% or $92,561 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-13$2,388,617$144,395$11,107iApproximate average salary by contribution assumption: employee only about $277,683 at 4% or $185,122 at 6%; with 50% employer match about $185,122 at 4% or $123,415 at 6%; with 100% employer match about $138,841 at 4% or $92,561 at 6%.
2020113$1,949,468$129,270$9,944iApproximate average salary by contribution assumption: employee only about $248,596 at 4% or $165,731 at 6%; with 50% employer match about $165,731 at 4% or $110,487 at 6%; with 100% employer match about $124,298 at 4% or $82,865 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-13$1,949,468$129,270$9,944iApproximate average salary by contribution assumption: employee only about $248,596 at 4% or $165,731 at 6%; with 50% employer match about $165,731 at 4% or $110,487 at 6%; with 100% employer match about $124,298 at 4% or $82,865 at 6%.
2019112$1,511,762$128,311$10,693iApproximate average salary by contribution assumption: employee only about $267,315 at 4% or $178,210 at 6%; with 50% employer match about $178,210 at 4% or $118,806 at 6%; with 100% employer match about $133,657 at 4% or $89,105 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$1,511,762$128,311$10,693iApproximate average salary by contribution assumption: employee only about $267,315 at 4% or $178,210 at 6%; with 50% employer match about $178,210 at 4% or $118,806 at 6%; with 100% employer match about $133,657 at 4% or $89,105 at 6%.
2018114$1,216,339$123,823$8,845iApproximate average salary by contribution assumption: employee only about $221,113 at 4% or $147,408 at 6%; with 50% employer match about $147,408 at 4% or $98,272 at 6%; with 100% employer match about $110,556 at 4% or $73,704 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-14$1,216,339$123,823$8,845iApproximate average salary by contribution assumption: employee only about $221,113 at 4% or $147,408 at 6%; with 50% employer match about $147,408 at 4% or $98,272 at 6%; with 100% employer match about $110,556 at 4% or $73,704 at 6%.
2017114$1,225,900$195,068$13,933iApproximate average salary by contribution assumption: employee only about $348,336 at 4% or $232,224 at 6%; with 50% employer match about $232,224 at 4% or $154,816 at 6%; with 100% employer match about $174,168 at 4% or $116,112 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-14$1,225,900$195,068$13,933iApproximate average salary by contribution assumption: employee only about $348,336 at 4% or $232,224 at 6%; with 50% employer match about $232,224 at 4% or $154,816 at 6%; with 100% employer match about $174,168 at 4% or $116,112 at 6%.
2016112$854,427$120,851$10,071iApproximate average salary by contribution assumption: employee only about $251,773 at 4% or $167,849 at 6%; with 50% employer match about $167,849 at 4% or $111,899 at 6%; with 100% employer match about $125,886 at 4% or $83,924 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$854,427$120,851$10,071iApproximate average salary by contribution assumption: employee only about $251,773 at 4% or $167,849 at 6%; with 50% employer match about $167,849 at 4% or $111,899 at 6%; with 100% employer match about $125,886 at 4% or $83,924 at 6%.
2015112$685,821$123,657$10,305iApproximate average salary by contribution assumption: employee only about $257,619 at 4% or $171,746 at 6%; with 50% employer match about $171,746 at 4% or $114,497 at 6%; with 100% employer match about $128,809 at 4% or $85,873 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$685,821$123,657$10,305iApproximate average salary by contribution assumption: employee only about $257,619 at 4% or $171,746 at 6%; with 50% employer match about $171,746 at 4% or $114,497 at 6%; with 100% employer match about $128,809 at 4% or $85,873 at 6%.
2014112$566,703$126,503$10,542iApproximate average salary by contribution assumption: employee only about $263,548 at 4% or $175,699 at 6%; with 50% employer match about $175,699 at 4% or $117,132 at 6%; with 100% employer match about $131,774 at 4% or $87,849 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$566,703$126,503$10,542iApproximate average salary by contribution assumption: employee only about $263,548 at 4% or $175,699 at 6%; with 50% employer match about $175,699 at 4% or $117,132 at 6%; with 100% employer match about $131,774 at 4% or $87,849 at 6%.
2013112$413,174$363,612$30,301iApproximate average salary by contribution assumption: employee only about $757,525 at 4% or $505,017 at 6%; with 50% employer match about $505,017 at 4% or $336,678 at 6%; with 100% employer match about $378,763 at 4% or $252,508 at 6%.
George D. Bertherman, O.D. Inc. 401(K) Plan-12$413,174$363,612$30,301iApproximate average salary by contribution assumption: employee only about $757,525 at 4% or $505,017 at 6%; with 50% employer match about $505,017 at 4% or $336,678 at 6%; with 100% employer match about $378,763 at 4% or $252,508 at 6%.