Civic Intelligence

Bertram Associates

Plan context: Bertram Associates 401K Profit Sharing Plan

EIN 22-2449020 • Livingston, NJ • 39 filings • 5 plans

50 E. Mt. Pleasant AvenueSuite 1Livingston, NJ 07039
Current Snapshot

Latest Year

2024

2024 Participants

212

2024 Assets

$3,034,765

2024 Contributions

$157,616

Historical Graphs

Total Assets Over Time

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

$4,325,001$2,162,501$0199920142024YearValue
$3,034,765Latest year 2024

Participants Over Time

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

2911460199920122024YearValue
212Latest year 2024

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
20242212$3,034,765$157,616$743iApproximate average salary by contribution assumption: employee only about $18,587 at 4% or $12,391 at 6%; with 50% employer match about $12,391 at 4% or $8,261 at 6%; with 100% employer match about $9,293 at 4% or $6,196 at 6%.
Bertram Associates 401K Profit Sharing Plan-31$3,034,765$157,616$5,084iApproximate average salary by contribution assumption: employee only about $127,110 at 4% or $84,740 at 6%; with 50% employer match about $84,740 at 4% or $56,493 at 6%; with 100% employer match about $63,555 at 4% or $42,370 at 6%.
Bertram Associates Employee Benefits Plan Spy-212---
20232228$2,575,250$147,067$645iApproximate average salary by contribution assumption: employee only about $16,126 at 4% or $10,751 at 6%; with 50% employer match about $10,751 at 4% or $7,167 at 6%; with 100% employer match about $8,063 at 4% or $5,375 at 6%.
Bertram Associates 401K Profit Sharing Plan-31$2,575,250$147,067$4,744iApproximate average salary by contribution assumption: employee only about $118,602 at 4% or $79,068 at 6%; with 50% employer match about $79,068 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%.
Bertram Associates Employee Benefits Plan Spy-228---
20222226$3,619,611$137,349$608iApproximate average salary by contribution assumption: employee only about $15,193 at 4% or $10,129 at 6%; with 50% employer match about $10,129 at 4% or $6,753 at 6%; with 100% employer match about $7,597 at 4% or $5,064 at 6%.
Bertram Associates 401K Profit Sharing Plan-33$3,619,611$137,349$4,162iApproximate average salary by contribution assumption: employee only about $104,052 at 4% or $69,368 at 6%; with 50% employer match about $69,368 at 4% or $46,245 at 6%; with 100% employer match about $52,026 at 4% or $34,684 at 6%.
Bertram Associates Employee Benefits Plan Spy-226---
20212193$4,325,001$150,535$780iApproximate average salary by contribution assumption: employee only about $19,499 at 4% or $13,000 at 6%; with 50% employer match about $13,000 at 4% or $8,666 at 6%; with 100% employer match about $9,750 at 4% or $6,500 at 6%.
Bertram Associates 401K Profit Sharing Plan-33$4,325,001$150,535$4,562iApproximate average salary by contribution assumption: employee only about $114,042 at 4% or $76,028 at 6%; with 50% employer match about $76,028 at 4% or $50,685 at 6%; with 100% employer match about $57,021 at 4% or $38,014 at 6%.
Bertram Associates Employee Benefits Plan Spy-193---
20202209$3,743,418$362,399$1,734iApproximate average salary by contribution assumption: employee only about $43,349 at 4% or $28,899 at 6%; with 50% employer match about $28,899 at 4% or $19,266 at 6%; with 100% employer match about $21,675 at 4% or $14,450 at 6%.
Bertram Associates 401K Profit Sharing Plan-34$3,743,418$362,399$10,659iApproximate average salary by contribution assumption: employee only about $266,470 at 4% or $177,647 at 6%; with 50% employer match about $177,647 at 4% or $118,431 at 6%; with 100% employer match about $133,235 at 4% or $88,823 at 6%.
Bertram Associates Employee Benefits Plan Spy-209---
20192202$2,989,297$129,464$641iApproximate average salary by contribution assumption: employee only about $16,023 at 4% or $10,682 at 6%; with 50% employer match about $10,682 at 4% or $7,121 at 6%; with 100% employer match about $8,011 at 4% or $5,341 at 6%.
Bertram Associates 401K Profit Sharing Plan-33$2,989,297$129,464$3,923iApproximate average salary by contribution assumption: employee only about $98,079 at 4% or $65,386 at 6%; with 50% employer match about $65,386 at 4% or $43,591 at 6%; with 100% employer match about $49,039 at 4% or $32,693 at 6%.
Bertram Associates Employee Benefits Plan Spy-202---
20182194$2,494,322$148,507$766iApproximate average salary by contribution assumption: employee only about $19,138 at 4% or $12,758 at 6%; with 50% employer match about $12,758 at 4% or $8,506 at 6%; with 100% employer match about $9,569 at 4% or $6,379 at 6%.
Bertram Associates 401K Profit Sharing Plan-33$2,494,322$148,507$4,500iApproximate average salary by contribution assumption: employee only about $112,505 at 4% or $75,004 at 6%; with 50% employer match about $75,004 at 4% or $50,002 at 6%; with 100% employer match about $56,253 at 4% or $37,502 at 6%.
Bertram Associates Employee Benefits Plan Spy-194---
20172174$3,259,754$159,778$918iApproximate average salary by contribution assumption: employee only about $22,957 at 4% or $15,304 at 6%; with 50% employer match about $15,304 at 4% or $10,203 at 6%; with 100% employer match about $11,478 at 4% or $7,652 at 6%.
Bertram Associates 401K Profit Sharing Plan-39$3,259,754$159,778$4,097iApproximate average salary by contribution assumption: employee only about $102,422 at 4% or $68,281 at 6%; with 50% employer match about $68,281 at 4% or $45,521 at 6%; with 100% employer match about $51,211 at 4% or $34,141 at 6%.
Bertram Associates Employee Benefits Plan Spy-174---
20163157$2,668,672$184,515$1,175iApproximate average salary by contribution assumption: employee only about $29,381 at 4% or $19,588 at 6%; with 50% employer match about $19,588 at 4% or $13,058 at 6%; with 100% employer match about $14,691 at 4% or $9,794 at 6%.
Bertram Associates 401K Profit Sharing Plan-40$2,668,672$184,515$4,613iApproximate average salary by contribution assumption: employee only about $115,322 at 4% or $76,881 at 6%; with 50% employer match about $76,881 at 4% or $51,254 at 6%; with 100% employer match about $57,661 at 4% or $38,441 at 6%.
Bertram Associates Employee Benefits Plan Spy-152---
Bertram Associates Employee Benefits Plan Spy-157---
20152152$2,707,262$141,102$928iApproximate average salary by contribution assumption: employee only about $23,208 at 4% or $15,472 at 6%; with 50% employer match about $15,472 at 4% or $10,314 at 6%; with 100% employer match about $11,604 at 4% or $7,736 at 6%.
Bertram Associates 401K Profit Sharing Plan-48$2,707,262$141,102$2,940iApproximate average salary by contribution assumption: employee only about $73,491 at 4% or $48,994 at 6%; with 50% employer match about $48,994 at 4% or $32,663 at 6%; with 100% employer match about $36,745 at 4% or $24,497 at 6%.
Bertram Associates Employee Benefits Plan Spy-152---
20142291$2,618,275$140,345$482iApproximate average salary by contribution assumption: employee only about $12,057 at 4% or $8,038 at 6%; with 50% employer match about $8,038 at 4% or $5,359 at 6%; with 100% employer match about $6,029 at 4% or $4,019 at 6%.
Bertram Associates 401K Profit Sharing Plan-39$2,618,275$140,345$3,599iApproximate average salary by contribution assumption: employee only about $89,965 at 4% or $59,976 at 6%; with 50% employer match about $59,976 at 4% or $39,984 at 6%; with 100% employer match about $44,982 at 4% or $29,988 at 6%.
Bertram Associates Employee Benefits Plan Spy-291---
20132155$2,675,978$155,767$1,005iApproximate average salary by contribution assumption: employee only about $25,124 at 4% or $16,749 at 6%; with 50% employer match about $16,749 at 4% or $11,166 at 6%; with 100% employer match about $12,562 at 4% or $8,375 at 6%.
Bertram Associates 401K Profit Sharing Plan-42$2,675,978$155,767$3,709iApproximate average salary by contribution assumption: employee only about $92,718 at 4% or $61,812 at 6%; with 50% employer match about $61,812 at 4% or $41,208 at 6%; with 100% employer match about $46,359 at 4% or $30,906 at 6%.
Bertram Associates Employee Benefits Plan Spy-155---
2012148$2,146,601$152,471$3,176iApproximate average salary by contribution assumption: employee only about $79,412 at 4% or $52,941 at 6%; with 50% employer match about $52,941 at 4% or $35,294 at 6%; with 100% employer match about $39,706 at 4% or $26,471 at 6%.
Bertram Associates 401K Profit Sharing Plan-48$2,146,601$152,471$3,176iApproximate average salary by contribution assumption: employee only about $79,412 at 4% or $52,941 at 6%; with 50% employer match about $52,941 at 4% or $35,294 at 6%; with 100% employer match about $39,706 at 4% or $26,471 at 6%.
2011151$1,849,538$148,417$2,910iApproximate average salary by contribution assumption: employee only about $72,753 at 4% or $48,502 at 6%; with 50% employer match about $48,502 at 4% or $32,335 at 6%; with 100% employer match about $36,377 at 4% or $24,251 at 6%.
Bertram Associates 401K Profit Sharing Plan-51$1,849,538$148,417$2,910iApproximate average salary by contribution assumption: employee only about $72,753 at 4% or $48,502 at 6%; with 50% employer match about $48,502 at 4% or $32,335 at 6%; with 100% employer match about $36,377 at 4% or $24,251 at 6%.
2010151$1,810,017$129,528$2,540iApproximate average salary by contribution assumption: employee only about $63,494 at 4% or $42,329 at 6%; with 50% employer match about $42,329 at 4% or $28,220 at 6%; with 100% employer match about $31,747 at 4% or $21,165 at 6%.
Bertram Associates 401K Profit Sharing Plan-51$1,810,017$129,528$2,540iApproximate average salary by contribution assumption: employee only about $63,494 at 4% or $42,329 at 6%; with 50% employer match about $42,329 at 4% or $28,220 at 6%; with 100% employer match about $31,747 at 4% or $21,165 at 6%.
2009153$1,528,105$127,537$2,406iApproximate average salary by contribution assumption: employee only about $60,159 at 4% or $40,106 at 6%; with 50% employer match about $40,106 at 4% or $26,737 at 6%; with 100% employer match about $30,079 at 4% or $20,053 at 6%.
Bertram Associates 401K Profit Sharing Plan-53$1,528,105$127,537$2,406iApproximate average salary by contribution assumption: employee only about $60,159 at 4% or $40,106 at 6%; with 50% employer match about $40,106 at 4% or $26,737 at 6%; with 100% employer match about $30,079 at 4% or $20,053 at 6%.
2008147$1,111,842$149,356$3,178iApproximate average salary by contribution assumption: employee only about $79,445 at 4% or $52,963 at 6%; with 50% employer match about $52,963 at 4% or $35,309 at 6%; with 100% employer match about $39,722 at 4% or $26,482 at 6%.
Bertram Associates 401K Profit Sharing Plan-47$1,111,842$149,356$3,178iApproximate average salary by contribution assumption: employee only about $79,445 at 4% or $52,963 at 6%; with 50% employer match about $52,963 at 4% or $35,309 at 6%; with 100% employer match about $39,722 at 4% or $26,482 at 6%.
2007152$0$0-
Bertram Associates 401K Profit Sharing Plan-52---
2006150$1,535,558$158,273$3,165iApproximate average salary by contribution assumption: employee only about $79,137 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
Bertram Associates 401K Profit Sharing Plan-50$1,535,558$158,273$3,165iApproximate average salary by contribution assumption: employee only about $79,137 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
2005150$1,232,520$144,983$2,900iApproximate average salary by contribution assumption: employee only about $72,492 at 4% or $48,328 at 6%; with 50% employer match about $48,328 at 4% or $32,218 at 6%; with 100% employer match about $36,246 at 4% or $24,164 at 6%.
Bertram Associates 401K Profit Sharing Plan-50$1,232,520$144,983$2,900iApproximate average salary by contribution assumption: employee only about $72,492 at 4% or $48,328 at 6%; with 50% employer match about $48,328 at 4% or $32,218 at 6%; with 100% employer match about $36,246 at 4% or $24,164 at 6%.
2004150$1,049,839$95,410$1,908iApproximate average salary by contribution assumption: employee only about $47,705 at 4% or $31,803 at 6%; with 50% employer match about $31,803 at 4% or $21,202 at 6%; with 100% employer match about $23,853 at 4% or $15,902 at 6%.
Bertram Associates 401K Profit Sharing Plan-50$1,049,839$95,410$1,908iApproximate average salary by contribution assumption: employee only about $47,705 at 4% or $31,803 at 6%; with 50% employer match about $31,803 at 4% or $21,202 at 6%; with 100% employer match about $23,853 at 4% or $15,902 at 6%.
2003154$874,015$92,971$1,722iApproximate average salary by contribution assumption: employee only about $43,042 at 4% or $28,695 at 6%; with 50% employer match about $28,695 at 4% or $19,130 at 6%; with 100% employer match about $21,521 at 4% or $14,347 at 6%.
Bertram Associates 401K Profit Sharing Plan-54$874,015$92,971$1,722iApproximate average salary by contribution assumption: employee only about $43,042 at 4% or $28,695 at 6%; with 50% employer match about $28,695 at 4% or $19,130 at 6%; with 100% employer match about $21,521 at 4% or $14,347 at 6%.
2002143$0$0-
Bertram Associates 401K Profit Sharing Plan-43---
2001166$0$0-
Bertram Associates 401K Profit Sharing Plan-66---
2000177$0$0-
Bertram Associates 401K Profit Sharing Plan-77---
1999181$476,447$180,874$2,233iApproximate average salary by contribution assumption: employee only about $55,825 at 4% or $37,217 at 6%; with 50% employer match about $37,217 at 4% or $24,811 at 6%; with 100% employer match about $27,913 at 4% or $18,608 at 6%.
Bertram Associates 401K Profit Sharing Plan-81$476,447$180,874$2,233iApproximate average salary by contribution assumption: employee only about $55,825 at 4% or $37,217 at 6%; with 50% employer match about $37,217 at 4% or $24,811 at 6%; with 100% employer match about $27,913 at 4% or $18,608 at 6%.