Bortolami LLC
Plan context: BORTOLAMI LLC CASH BALANCE PENSION PLAN
EIN 20-1638356 • New York, NY • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$161,109
2024 Contributions
$9,234
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 | 13 | $161,109 | $0 | - |
| BORTOLAMI LLC CASH BALANCE PENSION PLAN | - | 13 | $144,234 | $0 | - |
| Bortolami LLC 401(K) Profit Sharing Plan | - | 4 | $16,875 | $0 | - |
| 2023 | 2 | 13 | $158,438 | $0 | - |
| BORTOLAMI LLC CASH BALANCE PENSION PLAN | - | 13 | $140,774 | $0 | - |
| Bortolami LLC 401(K) Profit Sharing Plan | - | 4 | $17,664 | $0 | - |
| 2022 | 2 | 8 | $159,385 | $9,234 | $1,154iApproximate average salary by contribution assumption: employee only about $28,856 at 4% or $19,238 at 6%; with 50% employer match about $19,238 at 4% or $12,825 at 6%; with 100% employer match about $14,428 at 4% or $9,619 at 6%. |
| BORTOLAMI LLC CASH BALANCE PENSION PLAN | - | 8 | $138,608 | $0 | - |
| Bortolami LLC 401(K) Profit Sharing Plan | - | 4 | $20,777 | $9,234 | $2,309iApproximate average salary by contribution assumption: employee only about $57,713 at 4% or $38,475 at 6%; with 50% employer match about $38,475 at 4% or $25,650 at 6%; with 100% employer match about $28,856 at 4% or $19,238 at 6%. |
| 2021 | 2 | 7 | $150,000 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| BORTOLAMI LLC CASH BALANCE PENSION PLAN | - | 7 | $138,469 | $138,469 | $19,781iApproximate average salary by contribution assumption: employee only about $494,532 at 4% or $329,688 at 6%; with 50% employer match about $329,688 at 4% or $219,792 at 6%; with 100% employer match about $247,266 at 4% or $164,844 at 6%. |
| Bortolami LLC 401(K) Profit Sharing Plan | - | 3 | $11,531 | $11,531 | $3,844iApproximate average salary by contribution assumption: employee only about $96,092 at 4% or $64,061 at 6%; with 50% employer match about $64,061 at 4% or $42,707 at 6%; with 100% employer match about $48,046 at 4% or $32,031 at 6%. |