Civic Intelligence

Joseph G. Bertroche, Jr. PC

Plan context: Joseph G. Bertroche, Jr. PC 401(K) Ps Plan

EIN 20-3993863 • Cedar Rapids, IA • 10 filings • 2 plans

222 3rd Ave, SESuite 280Cedar Rapids, IA 52401
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$531,146

2017 Contributions

$51,379

Historical Graphs

Total Assets Over Time

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

$531,146$265,573$0200820132017YearValue
$531,146Latest year 2017

Participants Over Time

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

530200820132017YearValue
5Latest year 2017

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
201715$531,146$51,379$10,276iApproximate average salary by contribution assumption: employee only about $256,895 at 4% or $171,263 at 6%; with 50% employer match about $171,263 at 4% or $114,176 at 6%; with 100% employer match about $128,447 at 4% or $85,632 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-5$531,146$51,379$10,276iApproximate average salary by contribution assumption: employee only about $256,895 at 4% or $171,263 at 6%; with 50% employer match about $171,263 at 4% or $114,176 at 6%; with 100% employer match about $128,447 at 4% or $85,632 at 6%.
201614$433,672$48,136$12,034iApproximate average salary by contribution assumption: employee only about $300,850 at 4% or $200,567 at 6%; with 50% employer match about $200,567 at 4% or $133,711 at 6%; with 100% employer match about $150,425 at 4% or $100,283 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$433,672$48,136$12,034iApproximate average salary by contribution assumption: employee only about $300,850 at 4% or $200,567 at 6%; with 50% employer match about $200,567 at 4% or $133,711 at 6%; with 100% employer match about $150,425 at 4% or $100,283 at 6%.
201514$367,172$48,031$12,008iApproximate average salary by contribution assumption: employee only about $300,194 at 4% or $200,129 at 6%; with 50% employer match about $200,129 at 4% or $133,419 at 6%; with 100% employer match about $150,097 at 4% or $100,065 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$367,172$48,031$12,008iApproximate average salary by contribution assumption: employee only about $300,194 at 4% or $200,129 at 6%; with 50% employer match about $200,129 at 4% or $133,419 at 6%; with 100% employer match about $150,097 at 4% or $100,065 at 6%.
201414$326,762$44,920$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$326,762$44,920$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
201314$268,944$41,647$10,412iApproximate average salary by contribution assumption: employee only about $260,294 at 4% or $173,529 at 6%; with 50% employer match about $173,529 at 4% or $115,686 at 6%; with 100% employer match about $130,147 at 4% or $86,765 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$268,944$41,647$10,412iApproximate average salary by contribution assumption: employee only about $260,294 at 4% or $173,529 at 6%; with 50% employer match about $173,529 at 4% or $115,686 at 6%; with 100% employer match about $130,147 at 4% or $86,765 at 6%.
201214$209,500$40,464$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$209,500$40,464$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
201114$151,230$39,715$9,929iApproximate average salary by contribution assumption: employee only about $248,219 at 4% or $165,479 at 6%; with 50% employer match about $165,479 at 4% or $110,319 at 6%; with 100% employer match about $124,109 at 4% or $82,740 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$151,230$39,715$9,929iApproximate average salary by contribution assumption: employee only about $248,219 at 4% or $165,479 at 6%; with 50% employer match about $165,479 at 4% or $110,319 at 6%; with 100% employer match about $124,109 at 4% or $82,740 at 6%.
201014$119,862$39,980$9,995iApproximate average salary by contribution assumption: employee only about $249,875 at 4% or $166,583 at 6%; with 50% employer match about $166,583 at 4% or $111,056 at 6%; with 100% employer match about $124,938 at 4% or $83,292 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$119,862$39,980$9,995iApproximate average salary by contribution assumption: employee only about $249,875 at 4% or $166,583 at 6%; with 50% employer match about $166,583 at 4% or $111,056 at 6%; with 100% employer match about $124,938 at 4% or $83,292 at 6%.
200915$72,742$37,904$7,581iApproximate average salary by contribution assumption: employee only about $189,520 at 4% or $126,347 at 6%; with 50% employer match about $126,347 at 4% or $84,231 at 6%; with 100% employer match about $94,760 at 4% or $63,173 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-5$72,742$37,904$7,581iApproximate average salary by contribution assumption: employee only about $189,520 at 4% or $126,347 at 6%; with 50% employer match about $126,347 at 4% or $84,231 at 6%; with 100% employer match about $94,760 at 4% or $63,173 at 6%.
200814$24,241$23,169$5,792iApproximate average salary by contribution assumption: employee only about $144,806 at 4% or $96,538 at 6%; with 50% employer match about $96,538 at 4% or $64,358 at 6%; with 100% employer match about $72,403 at 4% or $48,269 at 6%.
Joseph G. Bertroche, Jr. PC 401(K) Ps Plan-4$24,241$23,169$5,792iApproximate average salary by contribution assumption: employee only about $144,806 at 4% or $96,538 at 6%; with 50% employer match about $96,538 at 4% or $64,358 at 6%; with 100% employer match about $72,403 at 4% or $48,269 at 6%.