Pearse-Bertram LLC
Plan context: PEARSE-BERTRAM 401(K) PLAN
EIN 13-4317659 • Bloomfield, CT • 8 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$5,358,301
2024 Contributions
$525,597
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 | 1 | 60 | $5,358,301 | $525,597 | $8,760iApproximate average salary by contribution assumption: employee only about $218,999 at 4% or $145,999 at 6%; with 50% employer match about $145,999 at 4% or $97,333 at 6%; with 100% employer match about $109,499 at 4% or $73,000 at 6%. |
| PEARSE-BERTRAM 401(K) PLAN | - | 60 | $5,358,301 | $525,597 | $8,760iApproximate average salary by contribution assumption: employee only about $218,999 at 4% or $145,999 at 6%; with 50% employer match about $145,999 at 4% or $97,333 at 6%; with 100% employer match about $109,499 at 4% or $73,000 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| PEARSE-BERTRAM, LLC | - | 0 | - | - | - |
| 2010 | 2 | 4 | $273,057 | $0 | - |
| PEARSE-BERTRAM, LLC | - | 4 | $273,057 | - | - |
| Pearse-Pearson Company Inc. Master Money Purchase Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 11 | $970,331 | $0 | - |
| Pearse-Pearson Company Inc. Master Money Purchase Plan | - | 11 | $970,331 | - | - |
| 2008 | 1 | 13 | $947,521 | $0 | - |
| Pearse-Pearson Company Inc. Master Money Purchase Plan | - | 13 | $947,521 | - | - |
| 2007 | 1 | 12 | $913,250 | $1,055 | $88iApproximate average salary by contribution assumption: employee only about $2,198 at 4% or $1,465 at 6%; with 50% employer match about $1,465 at 4% or $977 at 6%; with 100% employer match about $1,099 at 4% or $733 at 6%. |
| Pearse-Pearson Company Inc. Master Money Purchase Plan | - | 12 | $913,250 | $1,055 | $88iApproximate average salary by contribution assumption: employee only about $2,198 at 4% or $1,465 at 6%; with 50% employer match about $1,465 at 4% or $977 at 6%; with 100% employer match about $1,099 at 4% or $733 at 6%. |
| 2006 | 1 | 15 | $1,116,705 | $0 | - |
| Pearse-Pearson Company Inc. Master Money Purchase Plan | - | 15 | $1,116,705 | - | - |