Civic Intelligence

Ted Bertz Design Inc

Plan context: Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust

EIN 06-0982422 • Middletown, CT • 13 filings • 4 plans

800 Plaza Middlesex, 1st FloorMiddletown, CT 06457
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$228,750

2011 Contributions

$804

Historical Graphs

Total Assets Over Time

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

$1,351,573$675,787$0199920052010YearValue
$228,750Latest year 2010

Participants Over Time

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

950199920052010YearValue
5Latest year 2010

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
201110$0$804-
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-0$0$804-
201015$228,750$909$182iApproximate average salary by contribution assumption: employee only about $4,545 at 4% or $3,030 at 6%; with 50% employer match about $3,030 at 4% or $2,020 at 6%; with 100% employer match about $2,273 at 4% or $1,515 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-5$228,750$909$182iApproximate average salary by contribution assumption: employee only about $4,545 at 4% or $3,030 at 6%; with 50% employer match about $3,030 at 4% or $2,020 at 6%; with 100% employer match about $2,273 at 4% or $1,515 at 6%.
200917$423,431$6,748$964iApproximate average salary by contribution assumption: employee only about $24,100 at 4% or $16,067 at 6%; with 50% employer match about $16,067 at 4% or $10,711 at 6%; with 100% employer match about $12,050 at 4% or $8,033 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-7$423,431$6,748$964iApproximate average salary by contribution assumption: employee only about $24,100 at 4% or $16,067 at 6%; with 50% employer match about $16,067 at 4% or $10,711 at 6%; with 100% employer match about $12,050 at 4% or $8,033 at 6%.
200815$325,348$17,892$3,578iApproximate average salary by contribution assumption: employee only about $89,460 at 4% or $59,640 at 6%; with 50% employer match about $59,640 at 4% or $39,760 at 6%; with 100% employer match about $44,730 at 4% or $29,820 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-5$325,348$17,892$3,578iApproximate average salary by contribution assumption: employee only about $89,460 at 4% or $59,640 at 6%; with 50% employer match about $59,640 at 4% or $39,760 at 6%; with 100% employer match about $44,730 at 4% or $29,820 at 6%.
200715$0$0-
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-5---
200617$1,351,573$32,863$4,695iApproximate average salary by contribution assumption: employee only about $117,368 at 4% or $78,245 at 6%; with 50% employer match about $78,245 at 4% or $52,163 at 6%; with 100% employer match about $58,684 at 4% or $39,123 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-7$1,351,573$32,863$4,695iApproximate average salary by contribution assumption: employee only about $117,368 at 4% or $78,245 at 6%; with 50% employer match about $78,245 at 4% or $52,163 at 6%; with 100% employer match about $58,684 at 4% or $39,123 at 6%.
200518$1,228,765$38,652$4,832iApproximate average salary by contribution assumption: employee only about $120,788 at 4% or $80,525 at 6%; with 50% employer match about $80,525 at 4% or $53,683 at 6%; with 100% employer match about $60,394 at 4% or $40,263 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-8$1,228,765$38,652$4,832iApproximate average salary by contribution assumption: employee only about $120,788 at 4% or $80,525 at 6%; with 50% employer match about $80,525 at 4% or $53,683 at 6%; with 100% employer match about $60,394 at 4% or $40,263 at 6%.
200418$1,255,730$38,382$4,798iApproximate average salary by contribution assumption: employee only about $119,944 at 4% or $79,963 at 6%; with 50% employer match about $79,963 at 4% or $53,308 at 6%; with 100% employer match about $59,972 at 4% or $39,981 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-8$1,255,730$38,382$4,798iApproximate average salary by contribution assumption: employee only about $119,944 at 4% or $79,963 at 6%; with 50% employer match about $79,963 at 4% or $53,308 at 6%; with 100% employer match about $59,972 at 4% or $39,981 at 6%.
200317$1,176,340$58,964$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,390 at 6%; with 50% employer match about $140,390 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-7$1,176,340$58,964$8,423iApproximate average salary by contribution assumption: employee only about $210,586 at 4% or $140,390 at 6%; with 50% employer match about $140,390 at 4% or $93,594 at 6%; with 100% employer match about $105,293 at 4% or $70,195 at 6%.
200219$1,078,799$57,174$6,353iApproximate average salary by contribution assumption: employee only about $158,817 at 4% or $105,878 at 6%; with 50% employer match about $105,878 at 4% or $70,585 at 6%; with 100% employer match about $79,408 at 4% or $52,939 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-9$1,078,799$57,174$6,353iApproximate average salary by contribution assumption: employee only about $158,817 at 4% or $105,878 at 6%; with 50% employer match about $105,878 at 4% or $70,585 at 6%; with 100% employer match about $79,408 at 4% or $52,939 at 6%.
200119$0$0-
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-9---
200018$0$0-
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-8---
199917$875,993$95,482$13,640iApproximate average salary by contribution assumption: employee only about $341,007 at 4% or $227,338 at 6%; with 50% employer match about $227,338 at 4% or $151,559 at 6%; with 100% employer match about $170,504 at 4% or $113,669 at 6%.
Ted Bertz Design Inc Section 401K Profit Sharing Plan & Trust-7$875,993$95,482$13,640iApproximate average salary by contribution assumption: employee only about $341,007 at 4% or $227,338 at 6%; with 50% employer match about $227,338 at 4% or $151,559 at 6%; with 100% employer match about $170,504 at 4% or $113,669 at 6%.