Civic Intelligence

Jeffrey D. Bert, D.D.S., M.D.Sc. PC.

Plan context: Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan

EIN 06-1138464 • Middletown, CT • 25 filings • 6 plans

561 Saybrook RoadMiddletown, CT 06457
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$1,034,517

2016 Contributions

$212,131

Historical Graphs

Total Assets Over Time

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

$2,519,497$1,259,749$0200220092016YearValue
$1,034,517Latest year 2016

Participants Over Time

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

1260200020082016YearValue
10Latest year 2016

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
2016310$1,034,517$212,131$21,213iApproximate average salary by contribution assumption: employee only about $530,328 at 4% or $353,552 at 6%; with 50% employer match about $353,552 at 4% or $235,701 at 6%; with 100% employer match about $265,164 at 4% or $176,776 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-10$1,034,517$93,928$9,393iApproximate average salary by contribution assumption: employee only about $234,820 at 4% or $156,547 at 6%; with 50% employer match about $156,547 at 4% or $104,364 at 6%; with 100% employer match about $117,410 at 4% or $78,273 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-0$0$0-
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-0$0$118,203-
2015211$2,519,497$428,465$38,951iApproximate average salary by contribution assumption: employee only about $973,784 at 4% or $649,189 at 6%; with 50% employer match about $649,189 at 4% or $432,793 at 6%; with 100% employer match about $486,892 at 4% or $324,595 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-11$1,600,587$361,199$32,836iApproximate average salary by contribution assumption: employee only about $820,907 at 4% or $547,271 at 6%; with 50% employer match about $547,271 at 4% or $364,847 at 6%; with 100% employer match about $410,453 at 4% or $273,636 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-11$918,910$67,266$6,115iApproximate average salary by contribution assumption: employee only about $152,877 at 4% or $101,918 at 6%; with 50% employer match about $101,918 at 4% or $67,945 at 6%; with 100% employer match about $76,439 at 4% or $50,959 at 6%.
2014212$2,170,509$317,229$26,436iApproximate average salary by contribution assumption: employee only about $660,894 at 4% or $440,596 at 6%; with 50% employer match about $440,596 at 4% or $293,731 at 6%; with 100% employer match about $330,447 at 4% or $220,298 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-11$1,293,276$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-12$877,233$67,229$5,602iApproximate average salary by contribution assumption: employee only about $140,060 at 4% or $93,374 at 6%; with 50% employer match about $93,374 at 4% or $62,249 at 6%; with 100% employer match about $70,030 at 4% or $46,687 at 6%.
2013212$1,802,548$316,732$26,394iApproximate average salary by contribution assumption: employee only about $659,858 at 4% or $439,906 at 6%; with 50% employer match about $439,906 at 4% or $293,270 at 6%; with 100% employer match about $329,929 at 4% or $219,953 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-12$1,006,070$235,000$19,583iApproximate average salary by contribution assumption: employee only about $489,583 at 4% or $326,389 at 6%; with 50% employer match about $326,389 at 4% or $217,593 at 6%; with 100% employer match about $244,792 at 4% or $163,194 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-12$796,478$81,732$6,811iApproximate average salary by contribution assumption: employee only about $170,275 at 4% or $113,517 at 6%; with 50% employer match about $113,517 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,758 at 6%.
2012212$1,872,835$311,842$25,987iApproximate average salary by contribution assumption: employee only about $649,671 at 4% or $433,114 at 6%; with 50% employer match about $433,114 at 4% or $288,743 at 6%; with 100% employer match about $324,835 at 4% or $216,557 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-12$1,178,917$81,423$6,785iApproximate average salary by contribution assumption: employee only about $169,631 at 4% or $113,088 at 6%; with 50% employer match about $113,088 at 4% or $75,392 at 6%; with 100% employer match about $84,816 at 4% or $56,544 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-11$693,918$230,419$20,947iApproximate average salary by contribution assumption: employee only about $523,680 at 4% or $349,120 at 6%; with 50% employer match about $349,120 at 4% or $232,746 at 6%; with 100% employer match about $261,840 at 4% or $174,560 at 6%.
2011211$1,451,092$310,234$28,203iApproximate average salary by contribution assumption: employee only about $705,077 at 4% or $470,052 at 6%; with 50% employer match about $470,052 at 4% or $313,368 at 6%; with 100% employer match about $352,539 at 4% or $235,026 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-11$1,035,939$64,842$5,895iApproximate average salary by contribution assumption: employee only about $147,368 at 4% or $98,245 at 6%; with 50% employer match about $98,245 at 4% or $65,497 at 6%; with 100% employer match about $73,684 at 4% or $49,123 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-9$415,153$245,392$27,266iApproximate average salary by contribution assumption: employee only about $681,644 at 4% or $454,430 at 6%; with 50% employer match about $454,430 at 4% or $302,953 at 6%; with 100% employer match about $340,822 at 4% or $227,215 at 6%.
2010211$1,206,609$283,850$25,805iApproximate average salary by contribution assumption: employee only about $645,114 at 4% or $430,076 at 6%; with 50% employer match about $430,076 at 4% or $286,717 at 6%; with 100% employer match about $322,557 at 4% or $215,038 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-11$1,018,203$95,444$8,677iApproximate average salary by contribution assumption: employee only about $216,918 at 4% or $144,612 at 6%; with 50% employer match about $144,612 at 4% or $96,408 at 6%; with 100% employer match about $108,459 at 4% or $72,306 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Pension Plan-10$188,406$188,406$18,841iApproximate average salary by contribution assumption: employee only about $471,015 at 4% or $314,010 at 6%; with 50% employer match about $314,010 at 4% or $209,340 at 6%; with 100% employer match about $235,507 at 4% or $157,005 at 6%.
2009111$834,886$97,327$8,848iApproximate average salary by contribution assumption: employee only about $221,198 at 4% or $147,465 at 6%; with 50% employer match about $147,465 at 4% or $98,310 at 6%; with 100% employer match about $110,599 at 4% or $73,733 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-11$834,886$97,327$8,848iApproximate average salary by contribution assumption: employee only about $221,198 at 4% or $147,465 at 6%; with 50% employer match about $147,465 at 4% or $98,310 at 6%; with 100% employer match about $110,599 at 4% or $73,733 at 6%.
2008111$621,915$95,545$8,686iApproximate average salary by contribution assumption: employee only about $217,148 at 4% or $144,765 at 6%; with 50% employer match about $144,765 at 4% or $96,510 at 6%; with 100% employer match about $108,574 at 4% or $72,383 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-11$621,915$95,545$8,686iApproximate average salary by contribution assumption: employee only about $217,148 at 4% or $144,765 at 6%; with 50% employer match about $144,765 at 4% or $96,510 at 6%; with 100% employer match about $108,574 at 4% or $72,383 at 6%.
2007110$595,920$93,870$9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-10$595,920$93,870$9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%.
2006110$475,205$87,432$8,743iApproximate average salary by contribution assumption: employee only about $218,580 at 4% or $145,720 at 6%; with 50% employer match about $145,720 at 4% or $97,147 at 6%; with 100% employer match about $109,290 at 4% or $72,860 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-10$475,205$87,432$8,743iApproximate average salary by contribution assumption: employee only about $218,580 at 4% or $145,720 at 6%; with 50% employer match about $145,720 at 4% or $97,147 at 6%; with 100% employer match about $109,290 at 4% or $72,860 at 6%.
200517$374,511$67,649$9,664iApproximate average salary by contribution assumption: employee only about $241,604 at 4% or $161,069 at 6%; with 50% employer match about $161,069 at 4% or $107,379 at 6%; with 100% employer match about $120,802 at 4% or $80,535 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-7$374,511$67,649$9,664iApproximate average salary by contribution assumption: employee only about $241,604 at 4% or $161,069 at 6%; with 50% employer match about $161,069 at 4% or $107,379 at 6%; with 100% employer match about $120,802 at 4% or $80,535 at 6%.
200418$298,614$67,756$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-8$298,614$67,756$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
200317$424,411$59,407$8,487iApproximate average salary by contribution assumption: employee only about $212,168 at 4% or $141,445 at 6%; with 50% employer match about $141,445 at 4% or $94,297 at 6%; with 100% employer match about $106,084 at 4% or $70,723 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-7$424,411$59,407$8,487iApproximate average salary by contribution assumption: employee only about $212,168 at 4% or $141,445 at 6%; with 50% employer match about $141,445 at 4% or $94,297 at 6%; with 100% employer match about $106,084 at 4% or $70,723 at 6%.
200218$369,730$56,911$7,114iApproximate average salary by contribution assumption: employee only about $177,847 at 4% or $118,565 at 6%; with 50% employer match about $118,565 at 4% or $79,043 at 6%; with 100% employer match about $88,923 at 4% or $59,282 at 6%.
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-8$369,730$56,911$7,114iApproximate average salary by contribution assumption: employee only about $177,847 at 4% or $118,565 at 6%; with 50% employer match about $118,565 at 4% or $79,043 at 6%; with 100% employer match about $88,923 at 4% or $59,282 at 6%.
200119$0$0-
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-9---
2000110$0$0-
Jeffrey D. Bert, D.D.S., M.D.Sc. PC. Profit Sharing Plan-10---