Civic Intelligence

Daniel E. Bertolino PC

Plan context: Daniel E. Bertolino, 401K Profit Sharing Plan

EIN 13-4089263 • New City, NY • 24 filings • 2 plans

32 South Main StreetNew City, NY 10956
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,344,626

2025 Contributions

$21,254

Historical Graphs

Total Assets Over Time

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

$4,591,463$2,295,732$0200220142025YearValue
$4,344,626Latest year 2025

Participants Over Time

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

630200220142025YearValue
4Latest 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
202514$4,344,626$21,254$5,314iApproximate average salary by contribution assumption: employee only about $132,838 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,419 at 4% or $44,279 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-4$4,344,626$21,254$5,314iApproximate average salary by contribution assumption: employee only about $132,838 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,419 at 4% or $44,279 at 6%.
202414$4,591,463$109,931$27,483iApproximate average salary by contribution assumption: employee only about $687,069 at 4% or $458,046 at 6%; with 50% employer match about $458,046 at 4% or $305,364 at 6%; with 100% employer match about $343,534 at 4% or $229,023 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-4$4,591,463$109,931$27,483iApproximate average salary by contribution assumption: employee only about $687,069 at 4% or $458,046 at 6%; with 50% employer match about $458,046 at 4% or $305,364 at 6%; with 100% employer match about $343,534 at 4% or $229,023 at 6%.
202313$3,288,745$109,154$36,385iApproximate average salary by contribution assumption: employee only about $909,617 at 4% or $606,411 at 6%; with 50% employer match about $606,411 at 4% or $404,274 at 6%; with 100% employer match about $454,808 at 4% or $303,206 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-3$3,288,745$109,154$36,385iApproximate average salary by contribution assumption: employee only about $909,617 at 4% or $606,411 at 6%; with 50% employer match about $606,411 at 4% or $404,274 at 6%; with 100% employer match about $454,808 at 4% or $303,206 at 6%.
202213$1,051,805$99,806$33,269iApproximate average salary by contribution assumption: employee only about $831,717 at 4% or $554,478 at 6%; with 50% employer match about $554,478 at 4% or $369,652 at 6%; with 100% employer match about $415,858 at 4% or $277,239 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-3$1,051,805$99,806$33,269iApproximate average salary by contribution assumption: employee only about $831,717 at 4% or $554,478 at 6%; with 50% employer match about $554,478 at 4% or $369,652 at 6%; with 100% employer match about $415,858 at 4% or $277,239 at 6%.
202113$3,933,922$94,599$31,533iApproximate average salary by contribution assumption: employee only about $788,325 at 4% or $525,550 at 6%; with 50% employer match about $525,550 at 4% or $350,367 at 6%; with 100% employer match about $394,163 at 4% or $262,775 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-3$3,933,922$94,599$31,533iApproximate average salary by contribution assumption: employee only about $788,325 at 4% or $525,550 at 6%; with 50% employer match about $525,550 at 4% or $350,367 at 6%; with 100% employer match about $394,163 at 4% or $262,775 at 6%.
202013$3,611,896$90,289$30,096iApproximate average salary by contribution assumption: employee only about $752,408 at 4% or $501,606 at 6%; with 50% employer match about $501,606 at 4% or $334,404 at 6%; with 100% employer match about $376,204 at 4% or $250,803 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-3$3,611,896$90,289$30,096iApproximate average salary by contribution assumption: employee only about $752,408 at 4% or $501,606 at 6%; with 50% employer match about $501,606 at 4% or $334,404 at 6%; with 100% employer match about $376,204 at 4% or $250,803 at 6%.
201912$1,989,779$89,598$44,799iApproximate average salary by contribution assumption: employee only about $1,119,975 at 4% or $746,650 at 6%; with 50% employer match about $746,650 at 4% or $497,767 at 6%; with 100% employer match about $559,988 at 4% or $373,325 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-2$1,989,779$89,598$44,799iApproximate average salary by contribution assumption: employee only about $1,119,975 at 4% or $746,650 at 6%; with 50% employer match about $746,650 at 4% or $497,767 at 6%; with 100% employer match about $559,988 at 4% or $373,325 at 6%.
201812$1,554,718$88,132$44,066iApproximate average salary by contribution assumption: employee only about $1,101,650 at 4% or $734,433 at 6%; with 50% employer match about $734,433 at 4% or $489,622 at 6%; with 100% employer match about $550,825 at 4% or $367,217 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-2$1,554,718$88,132$44,066iApproximate average salary by contribution assumption: employee only about $1,101,650 at 4% or $734,433 at 6%; with 50% employer match about $734,433 at 4% or $489,622 at 6%; with 100% employer match about $550,825 at 4% or $367,217 at 6%.
201712$1,505,643$87,558$43,779iApproximate average salary by contribution assumption: employee only about $1,094,475 at 4% or $729,650 at 6%; with 50% employer match about $729,650 at 4% or $486,433 at 6%; with 100% employer match about $547,238 at 4% or $364,825 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-2$1,505,643$87,558$43,779iApproximate average salary by contribution assumption: employee only about $1,094,475 at 4% or $729,650 at 6%; with 50% employer match about $729,650 at 4% or $486,433 at 6%; with 100% employer match about $547,238 at 4% or $364,825 at 6%.
201612$1,166,806$85,421$42,711iApproximate average salary by contribution assumption: employee only about $1,067,763 at 4% or $711,842 at 6%; with 50% employer match about $711,842 at 4% or $474,561 at 6%; with 100% employer match about $533,881 at 4% or $355,921 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-2$1,166,806$85,421$42,711iApproximate average salary by contribution assumption: employee only about $1,067,763 at 4% or $711,842 at 6%; with 50% employer match about $711,842 at 4% or $474,561 at 6%; with 100% employer match about $533,881 at 4% or $355,921 at 6%.
201514$1,151,033$94,078$23,520iApproximate average salary by contribution assumption: employee only about $587,988 at 4% or $391,992 at 6%; with 50% employer match about $391,992 at 4% or $261,328 at 6%; with 100% employer match about $293,994 at 4% or $195,996 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-4$1,151,033$94,078$23,520iApproximate average salary by contribution assumption: employee only about $587,988 at 4% or $391,992 at 6%; with 50% employer match about $391,992 at 4% or $261,328 at 6%; with 100% employer match about $293,994 at 4% or $195,996 at 6%.
201414$1,221,031$94,610$23,653iApproximate average salary by contribution assumption: employee only about $591,313 at 4% or $394,208 at 6%; with 50% employer match about $394,208 at 4% or $262,806 at 6%; with 100% employer match about $295,656 at 4% or $197,104 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-4$1,221,031$94,610$23,653iApproximate average salary by contribution assumption: employee only about $591,313 at 4% or $394,208 at 6%; with 50% employer match about $394,208 at 4% or $262,806 at 6%; with 100% employer match about $295,656 at 4% or $197,104 at 6%.
201315$1,017,167$90,306$18,061iApproximate average salary by contribution assumption: employee only about $451,530 at 4% or $301,020 at 6%; with 50% employer match about $301,020 at 4% or $200,680 at 6%; with 100% employer match about $225,765 at 4% or $150,510 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-5$1,017,167$90,306$18,061iApproximate average salary by contribution assumption: employee only about $451,530 at 4% or $301,020 at 6%; with 50% employer match about $301,020 at 4% or $200,680 at 6%; with 100% employer match about $225,765 at 4% or $150,510 at 6%.
201215$813,321$89,639$17,928iApproximate average salary by contribution assumption: employee only about $448,195 at 4% or $298,797 at 6%; with 50% employer match about $298,797 at 4% or $199,198 at 6%; with 100% employer match about $224,098 at 4% or $149,398 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-5$813,321$89,639$17,928iApproximate average salary by contribution assumption: employee only about $448,195 at 4% or $298,797 at 6%; with 50% employer match about $298,797 at 4% or $199,198 at 6%; with 100% employer match about $224,098 at 4% or $149,398 at 6%.
201116$602,612$62,477$10,413iApproximate average salary by contribution assumption: employee only about $260,321 at 4% or $173,547 at 6%; with 50% employer match about $173,547 at 4% or $115,698 at 6%; with 100% employer match about $130,160 at 4% or $86,774 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-6$602,612$62,477$10,413iApproximate average salary by contribution assumption: employee only about $260,321 at 4% or $173,547 at 6%; with 50% employer match about $173,547 at 4% or $115,698 at 6%; with 100% employer match about $130,160 at 4% or $86,774 at 6%.
201016$618,726$66,551$11,092iApproximate average salary by contribution assumption: employee only about $277,296 at 4% or $184,864 at 6%; with 50% employer match about $184,864 at 4% or $123,243 at 6%; with 100% employer match about $138,648 at 4% or $92,432 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-6$618,726$66,551$11,092iApproximate average salary by contribution assumption: employee only about $277,296 at 4% or $184,864 at 6%; with 50% employer match about $184,864 at 4% or $123,243 at 6%; with 100% employer match about $138,648 at 4% or $92,432 at 6%.
200916$456,090$69,197$11,533iApproximate average salary by contribution assumption: employee only about $288,321 at 4% or $192,214 at 6%; with 50% employer match about $192,214 at 4% or $128,143 at 6%; with 100% employer match about $144,160 at 4% or $96,107 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-6$456,090$69,197$11,533iApproximate average salary by contribution assumption: employee only about $288,321 at 4% or $192,214 at 6%; with 50% employer match about $192,214 at 4% or $128,143 at 6%; with 100% employer match about $144,160 at 4% or $96,107 at 6%.
200816$299,138$64,482$10,747iApproximate average salary by contribution assumption: employee only about $268,675 at 4% or $179,117 at 6%; with 50% employer match about $179,117 at 4% or $119,411 at 6%; with 100% employer match about $134,338 at 4% or $89,558 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-6$299,138$64,482$10,747iApproximate average salary by contribution assumption: employee only about $268,675 at 4% or $179,117 at 6%; with 50% employer match about $179,117 at 4% or $119,411 at 6%; with 100% employer match about $134,338 at 4% or $89,558 at 6%.
200716$0$0-
Daniel E. Bertolino, 401K Profit Sharing Plan-6---
200615$190,893$38,153$7,631iApproximate average salary by contribution assumption: employee only about $190,765 at 4% or $127,177 at 6%; with 50% employer match about $127,177 at 4% or $84,784 at 6%; with 100% employer match about $95,383 at 4% or $63,588 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-5$190,893$38,153$7,631iApproximate average salary by contribution assumption: employee only about $190,765 at 4% or $127,177 at 6%; with 50% employer match about $127,177 at 4% or $84,784 at 6%; with 100% employer match about $95,383 at 4% or $63,588 at 6%.
200514$118,119$25,261$6,315iApproximate average salary by contribution assumption: employee only about $157,881 at 4% or $105,254 at 6%; with 50% employer match about $105,254 at 4% or $70,169 at 6%; with 100% employer match about $78,941 at 4% or $52,627 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-4$118,119$25,261$6,315iApproximate average salary by contribution assumption: employee only about $157,881 at 4% or $105,254 at 6%; with 50% employer match about $105,254 at 4% or $70,169 at 6%; with 100% employer match about $78,941 at 4% or $52,627 at 6%.
200413$100,685$50,782$16,927iApproximate average salary by contribution assumption: employee only about $423,183 at 4% or $282,122 at 6%; with 50% employer match about $282,122 at 4% or $188,081 at 6%; with 100% employer match about $211,592 at 4% or $141,061 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-3$100,685$50,782$16,927iApproximate average salary by contribution assumption: employee only about $423,183 at 4% or $282,122 at 6%; with 50% employer match about $282,122 at 4% or $188,081 at 6%; with 100% employer match about $211,592 at 4% or $141,061 at 6%.
200312$48,608$0-
Daniel E. Bertolino, 401K Profit Sharing Plan-2$48,608--
200212$45,007$45,007$22,504iApproximate average salary by contribution assumption: employee only about $562,588 at 4% or $375,058 at 6%; with 50% employer match about $375,058 at 4% or $250,039 at 6%; with 100% employer match about $281,294 at 4% or $187,529 at 6%.
Daniel E. Bertolino, 401K Profit Sharing Plan-2$45,007$45,007$22,504iApproximate average salary by contribution assumption: employee only about $562,588 at 4% or $375,058 at 6%; with 50% employer match about $375,058 at 4% or $250,039 at 6%; with 100% employer match about $281,294 at 4% or $187,529 at 6%.