S. Bertram Inc.
Plan context: S. BERTRAM, INC. 401(K) P/S PLAN
EIN 13-2911552 • Linden, NJ • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
235
2024 Assets
$1,088,785
2024 Contributions
$410,773
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 235 | $1,088,785 | $410,773 | $1,748iApproximate average salary by contribution assumption: employee only about $43,699 at 4% or $29,133 at 6%; with 50% employer match about $29,133 at 4% or $19,422 at 6%; with 100% employer match about $21,850 at 4% or $14,566 at 6%. |
| S. BERTRAM, INC. 401(K) P/S PLAN | - | 49 | $1,088,785 | $410,773 | $8,383iApproximate average salary by contribution assumption: employee only about $209,578 at 4% or $139,719 at 6%; with 50% employer match about $139,719 at 4% or $93,146 at 6%; with 100% employer match about $104,789 at 4% or $69,859 at 6%. |
| S. Bertram Inc Welfare Benefit Plan | - | 235 | - | - | - |
| 2023 | 2 | 215 | $670,569 | $362,434 | $1,686iApproximate average salary by contribution assumption: employee only about $42,143 at 4% or $28,096 at 6%; with 50% employer match about $28,096 at 4% or $18,730 at 6%; with 100% employer match about $21,072 at 4% or $14,048 at 6%. |
| S. BERTRAM, INC. 401(K) P/S PLAN | - | 50 | $670,569 | $362,434 | $7,249iApproximate average salary by contribution assumption: employee only about $181,217 at 4% or $120,811 at 6%; with 50% employer match about $120,811 at 4% or $80,541 at 6%; with 100% employer match about $90,609 at 4% or $60,406 at 6%. |
| S. Bertram Inc Welfare Benefit Plan | - | 215 | - | - | - |
| 2022 | 1 | 116 | $0 | $0 | - |
| S. Bertram Inc Welfare Benefit Plan | - | 116 | - | - | - |