D. Bertoline & Sons Inc.
Plan context: D. Bertoline & Sons Inc 401K
EIN 13-1895242 • Peekskill, NY • 25 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
73
2023 Assets
$5,325,787
2023 Contributions
$87,965
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 | $87,965 | - |
| D. Bertoline & Sons Inc 401K | - | 0 | $0 | $87,965 | - |
| 2022 | 1 | 73 | $5,325,787 | $199,416 | $2,732iApproximate average salary by contribution assumption: employee only about $68,293 at 4% or $45,529 at 6%; with 50% employer match about $45,529 at 4% or $30,353 at 6%; with 100% employer match about $34,147 at 4% or $22,764 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 73 | $5,325,787 | $199,416 | $2,732iApproximate average salary by contribution assumption: employee only about $68,293 at 4% or $45,529 at 6%; with 50% employer match about $45,529 at 4% or $30,353 at 6%; with 100% employer match about $34,147 at 4% or $22,764 at 6%. |
| 2021 | 1 | 81 | $6,710,057 | $215,594 | $2,662iApproximate average salary by contribution assumption: employee only about $66,541 at 4% or $44,361 at 6%; with 50% employer match about $44,361 at 4% or $29,574 at 6%; with 100% employer match about $33,271 at 4% or $22,180 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 81 | $6,710,057 | $215,594 | $2,662iApproximate average salary by contribution assumption: employee only about $66,541 at 4% or $44,361 at 6%; with 50% employer match about $44,361 at 4% or $29,574 at 6%; with 100% employer match about $33,271 at 4% or $22,180 at 6%. |
| 2020 | 1 | 90 | $5,932,405 | $184,356 | $2,048iApproximate average salary by contribution assumption: employee only about $51,210 at 4% or $34,140 at 6%; with 50% employer match about $34,140 at 4% or $22,760 at 6%; with 100% employer match about $25,605 at 4% or $17,070 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 90 | $5,932,405 | $184,356 | $2,048iApproximate average salary by contribution assumption: employee only about $51,210 at 4% or $34,140 at 6%; with 50% employer match about $34,140 at 4% or $22,760 at 6%; with 100% employer match about $25,605 at 4% or $17,070 at 6%. |
| 2019 | 1 | 96 | $5,319,493 | $184,369 | $1,921iApproximate average salary by contribution assumption: employee only about $48,013 at 4% or $32,009 at 6%; with 50% employer match about $32,009 at 4% or $21,339 at 6%; with 100% employer match about $24,006 at 4% or $16,004 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 96 | $5,319,493 | $184,369 | $1,921iApproximate average salary by contribution assumption: employee only about $48,013 at 4% or $32,009 at 6%; with 50% employer match about $32,009 at 4% or $21,339 at 6%; with 100% employer match about $24,006 at 4% or $16,004 at 6%. |
| 2018 | 1 | 93 | $4,422,035 | $199,616 | $2,146iApproximate average salary by contribution assumption: employee only about $53,660 at 4% or $35,773 at 6%; with 50% employer match about $35,773 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 93 | $4,422,035 | $199,616 | $2,146iApproximate average salary by contribution assumption: employee only about $53,660 at 4% or $35,773 at 6%; with 50% employer match about $35,773 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%. |
| 2017 | 1 | 96 | $4,528,589 | $199,572 | $2,079iApproximate average salary by contribution assumption: employee only about $51,972 at 4% or $34,648 at 6%; with 50% employer match about $34,648 at 4% or $23,099 at 6%; with 100% employer match about $25,986 at 4% or $17,324 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 96 | $4,528,589 | $199,572 | $2,079iApproximate average salary by contribution assumption: employee only about $51,972 at 4% or $34,648 at 6%; with 50% employer match about $34,648 at 4% or $23,099 at 6%; with 100% employer match about $25,986 at 4% or $17,324 at 6%. |
| 2016 | 1 | 99 | $4,174,292 | $165,297 | $1,670iApproximate average salary by contribution assumption: employee only about $41,742 at 4% or $27,828 at 6%; with 50% employer match about $27,828 at 4% or $18,552 at 6%; with 100% employer match about $20,871 at 4% or $13,914 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 99 | $4,174,292 | $165,297 | $1,670iApproximate average salary by contribution assumption: employee only about $41,742 at 4% or $27,828 at 6%; with 50% employer match about $27,828 at 4% or $18,552 at 6%; with 100% employer match about $20,871 at 4% or $13,914 at 6%. |
| 2015 | 1 | 96 | $3,916,110 | $174,724 | $1,820iApproximate average salary by contribution assumption: employee only about $45,501 at 4% or $30,334 at 6%; with 50% employer match about $30,334 at 4% or $20,223 at 6%; with 100% employer match about $22,751 at 4% or $15,167 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 96 | $3,916,110 | $174,724 | $1,820iApproximate average salary by contribution assumption: employee only about $45,501 at 4% or $30,334 at 6%; with 50% employer match about $30,334 at 4% or $20,223 at 6%; with 100% employer match about $22,751 at 4% or $15,167 at 6%. |
| 2014 | 1 | 101 | $3,870,276 | $138,298 | $1,369iApproximate average salary by contribution assumption: employee only about $34,232 at 4% or $22,821 at 6%; with 50% employer match about $22,821 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 101 | $3,870,276 | $138,298 | $1,369iApproximate average salary by contribution assumption: employee only about $34,232 at 4% or $22,821 at 6%; with 50% employer match about $22,821 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%. |
| 2013 | 1 | 107 | $3,770,404 | $151,367 | $1,415iApproximate average salary by contribution assumption: employee only about $35,366 at 4% or $23,577 at 6%; with 50% employer match about $23,577 at 4% or $15,718 at 6%; with 100% employer match about $17,683 at 4% or $11,789 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 107 | $3,770,404 | $151,367 | $1,415iApproximate average salary by contribution assumption: employee only about $35,366 at 4% or $23,577 at 6%; with 50% employer match about $23,577 at 4% or $15,718 at 6%; with 100% employer match about $17,683 at 4% or $11,789 at 6%. |
| 2012 | 1 | 104 | $3,843,184 | $138,769 | $1,334iApproximate average salary by contribution assumption: employee only about $33,358 at 4% or $22,239 at 6%; with 50% employer match about $22,239 at 4% or $14,826 at 6%; with 100% employer match about $16,679 at 4% or $11,119 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 104 | $3,843,184 | $138,769 | $1,334iApproximate average salary by contribution assumption: employee only about $33,358 at 4% or $22,239 at 6%; with 50% employer match about $22,239 at 4% or $14,826 at 6%; with 100% employer match about $16,679 at 4% or $11,119 at 6%. |
| 2011 | 1 | 99 | $3,541,276 | $128,629 | $1,299iApproximate average salary by contribution assumption: employee only about $32,482 at 4% or $21,655 at 6%; with 50% employer match about $21,655 at 4% or $14,436 at 6%; with 100% employer match about $16,241 at 4% or $10,827 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 99 | $3,541,276 | $128,629 | $1,299iApproximate average salary by contribution assumption: employee only about $32,482 at 4% or $21,655 at 6%; with 50% employer match about $21,655 at 4% or $14,436 at 6%; with 100% employer match about $16,241 at 4% or $10,827 at 6%. |
| 2010 | 1 | 95 | $3,695,285 | $127,830 | $1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 95 | $3,695,285 | $127,830 | $1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%. |
| 2009 | 1 | 98 | $3,486,857 | $137,765 | $1,406iApproximate average salary by contribution assumption: employee only about $35,144 at 4% or $23,429 at 6%; with 50% employer match about $23,429 at 4% or $15,620 at 6%; with 100% employer match about $17,572 at 4% or $11,715 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 98 | $3,486,857 | $137,765 | $1,406iApproximate average salary by contribution assumption: employee only about $35,144 at 4% or $23,429 at 6%; with 50% employer match about $23,429 at 4% or $15,620 at 6%; with 100% employer match about $17,572 at 4% or $11,715 at 6%. |
| 2008 | 1 | 102 | $0 | $0 | - |
| D. Bertoline & Sons Inc 401K | - | 102 | - | - | - |
| 2007 | 1 | 84 | $3,718,160 | $105,141 | $1,252iApproximate average salary by contribution assumption: employee only about $31,292 at 4% or $20,861 at 6%; with 50% employer match about $20,861 at 4% or $13,908 at 6%; with 100% employer match about $15,646 at 4% or $10,431 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 84 | $3,718,160 | $105,141 | $1,252iApproximate average salary by contribution assumption: employee only about $31,292 at 4% or $20,861 at 6%; with 50% employer match about $20,861 at 4% or $13,908 at 6%; with 100% employer match about $15,646 at 4% or $10,431 at 6%. |
| 2006 | 1 | 100 | $3,513,713 | $112,645 | $1,126iApproximate average salary by contribution assumption: employee only about $28,161 at 4% or $18,774 at 6%; with 50% employer match about $18,774 at 4% or $12,516 at 6%; with 100% employer match about $14,081 at 4% or $9,387 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 100 | $3,513,713 | $112,645 | $1,126iApproximate average salary by contribution assumption: employee only about $28,161 at 4% or $18,774 at 6%; with 50% employer match about $18,774 at 4% or $12,516 at 6%; with 100% employer match about $14,081 at 4% or $9,387 at 6%. |
| 2005 | 1 | 96 | $3,261,928 | $105,038 | $1,094iApproximate average salary by contribution assumption: employee only about $27,354 at 4% or $18,236 at 6%; with 50% employer match about $18,236 at 4% or $12,157 at 6%; with 100% employer match about $13,677 at 4% or $9,118 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 96 | $3,261,928 | $105,038 | $1,094iApproximate average salary by contribution assumption: employee only about $27,354 at 4% or $18,236 at 6%; with 50% employer match about $18,236 at 4% or $12,157 at 6%; with 100% employer match about $13,677 at 4% or $9,118 at 6%. |
| 2004 | 1 | 85 | $3,102,961 | $113,723 | $1,338iApproximate average salary by contribution assumption: employee only about $33,448 at 4% or $22,299 at 6%; with 50% employer match about $22,299 at 4% or $14,866 at 6%; with 100% employer match about $16,724 at 4% or $11,149 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 85 | $3,102,961 | $113,723 | $1,338iApproximate average salary by contribution assumption: employee only about $33,448 at 4% or $22,299 at 6%; with 50% employer match about $22,299 at 4% or $14,866 at 6%; with 100% employer match about $16,724 at 4% or $11,149 at 6%. |
| 2003 | 1 | 89 | $3,033,834 | $114,043 | $1,281iApproximate average salary by contribution assumption: employee only about $32,035 at 4% or $21,356 at 6%; with 50% employer match about $21,356 at 4% or $14,238 at 6%; with 100% employer match about $16,017 at 4% or $10,678 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 89 | $3,033,834 | $114,043 | $1,281iApproximate average salary by contribution assumption: employee only about $32,035 at 4% or $21,356 at 6%; with 50% employer match about $21,356 at 4% or $14,238 at 6%; with 100% employer match about $16,017 at 4% or $10,678 at 6%. |
| 2002 | 1 | 100 | $2,686,455 | $118,335 | $1,183iApproximate average salary by contribution assumption: employee only about $29,584 at 4% or $19,723 at 6%; with 50% employer match about $19,723 at 4% or $13,148 at 6%; with 100% employer match about $14,792 at 4% or $9,861 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 100 | $2,686,455 | $118,335 | $1,183iApproximate average salary by contribution assumption: employee only about $29,584 at 4% or $19,723 at 6%; with 50% employer match about $19,723 at 4% or $13,148 at 6%; with 100% employer match about $14,792 at 4% or $9,861 at 6%. |
| 2001 | 1 | 133 | $2,908,388 | $135,111 | $1,016iApproximate average salary by contribution assumption: employee only about $25,397 at 4% or $16,931 at 6%; with 50% employer match about $16,931 at 4% or $11,287 at 6%; with 100% employer match about $12,698 at 4% or $8,466 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 133 | $2,908,388 | $135,111 | $1,016iApproximate average salary by contribution assumption: employee only about $25,397 at 4% or $16,931 at 6%; with 50% employer match about $16,931 at 4% or $11,287 at 6%; with 100% employer match about $12,698 at 4% or $8,466 at 6%. |
| 2000 | 1 | 125 | $2,991,752 | $142,687 | $1,141iApproximate average salary by contribution assumption: employee only about $28,537 at 4% or $19,025 at 6%; with 50% employer match about $19,025 at 4% or $12,683 at 6%; with 100% employer match about $14,269 at 4% or $9,512 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 125 | $2,991,752 | $142,687 | $1,141iApproximate average salary by contribution assumption: employee only about $28,537 at 4% or $19,025 at 6%; with 50% employer match about $19,025 at 4% or $12,683 at 6%; with 100% employer match about $14,269 at 4% or $9,512 at 6%. |
| 1999 | 1 | 109 | $3,158,230 | $292,916 | $2,687iApproximate average salary by contribution assumption: employee only about $67,183 at 4% or $44,788 at 6%; with 50% employer match about $44,788 at 4% or $29,859 at 6%; with 100% employer match about $33,591 at 4% or $22,394 at 6%. |
| D. Bertoline & Sons Inc 401K | - | 109 | $3,158,230 | $292,916 | $2,687iApproximate average salary by contribution assumption: employee only about $67,183 at 4% or $44,788 at 6%; with 50% employer match about $44,788 at 4% or $29,859 at 6%; with 100% employer match about $33,591 at 4% or $22,394 at 6%. |