Civic Intelligence

Bertolo and Company LLC

Plan context: Bertolo and Company LLC 401(K) Profit Sharing Plan

EIN 22-3831716 • Madison, NJ • 23 filings • 3 plans

21 Cook AvenueMadison, NJ 07940
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$934,506

2024 Contributions

$146,772

Historical Graphs

Total Assets Over Time

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

$4,607,731$2,303,866$0200220132024YearValue
$934,506Latest year 2024

Participants Over Time

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

1050200220132024YearValue
10Latest 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
2024110$934,506$146,772$14,677iApproximate average salary by contribution assumption: employee only about $366,930 at 4% or $244,620 at 6%; with 50% employer match about $244,620 at 4% or $163,080 at 6%; with 100% employer match about $183,465 at 4% or $122,310 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-10$934,506$146,772$14,677iApproximate average salary by contribution assumption: employee only about $366,930 at 4% or $244,620 at 6%; with 50% employer match about $244,620 at 4% or $163,080 at 6%; with 100% employer match about $183,465 at 4% or $122,310 at 6%.
202317$4,444,537$187,378$26,768iApproximate average salary by contribution assumption: employee only about $669,207 at 4% or $446,138 at 6%; with 50% employer match about $446,138 at 4% or $297,425 at 6%; with 100% employer match about $334,604 at 4% or $223,069 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-7$4,444,537$187,378$26,768iApproximate average salary by contribution assumption: employee only about $669,207 at 4% or $446,138 at 6%; with 50% employer match about $446,138 at 4% or $297,425 at 6%; with 100% employer match about $334,604 at 4% or $223,069 at 6%.
202217$3,811,799$194,105$27,729iApproximate average salary by contribution assumption: employee only about $693,232 at 4% or $462,155 at 6%; with 50% employer match about $462,155 at 4% or $308,103 at 6%; with 100% employer match about $346,616 at 4% or $231,077 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-7$3,811,799$194,105$27,729iApproximate average salary by contribution assumption: employee only about $693,232 at 4% or $462,155 at 6%; with 50% employer match about $462,155 at 4% or $308,103 at 6%; with 100% employer match about $346,616 at 4% or $231,077 at 6%.
202117$4,607,731$189,781$27,112iApproximate average salary by contribution assumption: employee only about $677,789 at 4% or $451,860 at 6%; with 50% employer match about $451,860 at 4% or $301,240 at 6%; with 100% employer match about $338,895 at 4% or $225,930 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-7$4,607,731$189,781$27,112iApproximate average salary by contribution assumption: employee only about $677,789 at 4% or $451,860 at 6%; with 50% employer match about $451,860 at 4% or $301,240 at 6%; with 100% employer match about $338,895 at 4% or $225,930 at 6%.
202017$4,104,801$179,173$25,596iApproximate average salary by contribution assumption: employee only about $639,904 at 4% or $426,602 at 6%; with 50% employer match about $426,602 at 4% or $284,402 at 6%; with 100% employer match about $319,952 at 4% or $213,301 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-7$4,104,801$179,173$25,596iApproximate average salary by contribution assumption: employee only about $639,904 at 4% or $426,602 at 6%; with 50% employer match about $426,602 at 4% or $284,402 at 6%; with 100% employer match about $319,952 at 4% or $213,301 at 6%.
201916$3,672,102$148,642$24,774iApproximate average salary by contribution assumption: employee only about $619,342 at 4% or $412,894 at 6%; with 50% employer match about $412,894 at 4% or $275,263 at 6%; with 100% employer match about $309,671 at 4% or $206,447 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-6$3,672,102$148,642$24,774iApproximate average salary by contribution assumption: employee only about $619,342 at 4% or $412,894 at 6%; with 50% employer match about $412,894 at 4% or $275,263 at 6%; with 100% employer match about $309,671 at 4% or $206,447 at 6%.
201815$2,910,426$144,133$28,827iApproximate average salary by contribution assumption: employee only about $720,665 at 4% or $480,443 at 6%; with 50% employer match about $480,443 at 4% or $320,296 at 6%; with 100% employer match about $360,333 at 4% or $240,222 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$2,910,426$144,133$28,827iApproximate average salary by contribution assumption: employee only about $720,665 at 4% or $480,443 at 6%; with 50% employer match about $480,443 at 4% or $320,296 at 6%; with 100% employer match about $360,333 at 4% or $240,222 at 6%.
201715$2,955,408$142,470$28,494iApproximate average salary by contribution assumption: employee only about $712,350 at 4% or $474,900 at 6%; with 50% employer match about $474,900 at 4% or $316,600 at 6%; with 100% employer match about $356,175 at 4% or $237,450 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$2,955,408$142,470$28,494iApproximate average salary by contribution assumption: employee only about $712,350 at 4% or $474,900 at 6%; with 50% employer match about $474,900 at 4% or $316,600 at 6%; with 100% employer match about $356,175 at 4% or $237,450 at 6%.
201615$2,438,871$140,965$28,193iApproximate average salary by contribution assumption: employee only about $704,825 at 4% or $469,883 at 6%; with 50% employer match about $469,883 at 4% or $313,256 at 6%; with 100% employer match about $352,413 at 4% or $234,942 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$2,438,871$140,965$28,193iApproximate average salary by contribution assumption: employee only about $704,825 at 4% or $469,883 at 6%; with 50% employer match about $469,883 at 4% or $313,256 at 6%; with 100% employer match about $352,413 at 4% or $234,942 at 6%.
201515$2,113,015$136,408$27,282iApproximate average salary by contribution assumption: employee only about $682,040 at 4% or $454,693 at 6%; with 50% employer match about $454,693 at 4% or $303,129 at 6%; with 100% employer match about $341,020 at 4% or $227,347 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$2,113,015$136,408$27,282iApproximate average salary by contribution assumption: employee only about $682,040 at 4% or $454,693 at 6%; with 50% employer match about $454,693 at 4% or $303,129 at 6%; with 100% employer match about $341,020 at 4% or $227,347 at 6%.
201415$2,017,722$130,822$26,164iApproximate average salary by contribution assumption: employee only about $654,110 at 4% or $436,073 at 6%; with 50% employer match about $436,073 at 4% or $290,716 at 6%; with 100% employer match about $327,055 at 4% or $218,037 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$2,017,722$130,822$26,164iApproximate average salary by contribution assumption: employee only about $654,110 at 4% or $436,073 at 6%; with 50% employer match about $436,073 at 4% or $290,716 at 6%; with 100% employer match about $327,055 at 4% or $218,037 at 6%.
201315$1,818,137$128,201$25,640iApproximate average salary by contribution assumption: employee only about $641,005 at 4% or $427,337 at 6%; with 50% employer match about $427,337 at 4% or $284,891 at 6%; with 100% employer match about $320,503 at 4% or $213,668 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$1,818,137$128,201$25,640iApproximate average salary by contribution assumption: employee only about $641,005 at 4% or $427,337 at 6%; with 50% employer match about $427,337 at 4% or $284,891 at 6%; with 100% employer match about $320,503 at 4% or $213,668 at 6%.
201215$1,518,149$126,853$25,371iApproximate average salary by contribution assumption: employee only about $634,265 at 4% or $422,843 at 6%; with 50% employer match about $422,843 at 4% or $281,896 at 6%; with 100% employer match about $317,133 at 4% or $211,422 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$1,518,149$126,853$25,371iApproximate average salary by contribution assumption: employee only about $634,265 at 4% or $422,843 at 6%; with 50% employer match about $422,843 at 4% or $281,896 at 6%; with 100% employer match about $317,133 at 4% or $211,422 at 6%.
201115$1,270,319$124,556$24,911iApproximate average salary by contribution assumption: employee only about $622,780 at 4% or $415,187 at 6%; with 50% employer match about $415,187 at 4% or $276,791 at 6%; with 100% employer match about $311,390 at 4% or $207,593 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$1,270,319$124,556$24,911iApproximate average salary by contribution assumption: employee only about $622,780 at 4% or $415,187 at 6%; with 50% employer match about $415,187 at 4% or $276,791 at 6%; with 100% employer match about $311,390 at 4% or $207,593 at 6%.
201015$1,145,473$121,496$24,299iApproximate average salary by contribution assumption: employee only about $607,480 at 4% or $404,987 at 6%; with 50% employer match about $404,987 at 4% or $269,991 at 6%; with 100% employer match about $303,740 at 4% or $202,493 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$1,145,473$121,496$24,299iApproximate average salary by contribution assumption: employee only about $607,480 at 4% or $404,987 at 6%; with 50% employer match about $404,987 at 4% or $269,991 at 6%; with 100% employer match about $303,740 at 4% or $202,493 at 6%.
200915$918,437$124,377$24,875iApproximate average salary by contribution assumption: employee only about $621,885 at 4% or $414,590 at 6%; with 50% employer match about $414,590 at 4% or $276,393 at 6%; with 100% employer match about $310,943 at 4% or $207,295 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$918,437$124,377$24,875iApproximate average salary by contribution assumption: employee only about $621,885 at 4% or $414,590 at 6%; with 50% employer match about $414,590 at 4% or $276,393 at 6%; with 100% employer match about $310,943 at 4% or $207,295 at 6%.
200814$685,957$116,395$29,099iApproximate average salary by contribution assumption: employee only about $727,469 at 4% or $484,979 at 6%; with 50% employer match about $484,979 at 4% or $323,319 at 6%; with 100% employer match about $363,734 at 4% or $242,490 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-4$685,957$116,395$29,099iApproximate average salary by contribution assumption: employee only about $727,469 at 4% or $484,979 at 6%; with 50% employer match about $484,979 at 4% or $323,319 at 6%; with 100% employer match about $363,734 at 4% or $242,490 at 6%.
200714$815,993$89,462$22,366iApproximate average salary by contribution assumption: employee only about $559,138 at 4% or $372,758 at 6%; with 50% employer match about $372,758 at 4% or $248,506 at 6%; with 100% employer match about $279,569 at 4% or $186,379 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-4$815,993$89,462$22,366iApproximate average salary by contribution assumption: employee only about $559,138 at 4% or $372,758 at 6%; with 50% employer match about $372,758 at 4% or $248,506 at 6%; with 100% employer match about $279,569 at 4% or $186,379 at 6%.
200615$839,043$98,877$19,775iApproximate average salary by contribution assumption: employee only about $494,385 at 4% or $329,590 at 6%; with 50% employer match about $329,590 at 4% or $219,727 at 6%; with 100% employer match about $247,193 at 4% or $164,795 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$839,043$98,877$19,775iApproximate average salary by contribution assumption: employee only about $494,385 at 4% or $329,590 at 6%; with 50% employer match about $329,590 at 4% or $219,727 at 6%; with 100% employer match about $247,193 at 4% or $164,795 at 6%.
200515$669,023$222,329$44,466iApproximate average salary by contribution assumption: employee only about $1,111,645 at 4% or $741,097 at 6%; with 50% employer match about $741,097 at 4% or $494,064 at 6%; with 100% employer match about $555,823 at 4% or $370,548 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$669,023$222,329$44,466iApproximate average salary by contribution assumption: employee only about $1,111,645 at 4% or $741,097 at 6%; with 50% employer match about $741,097 at 4% or $494,064 at 6%; with 100% employer match about $555,823 at 4% or $370,548 at 6%.
200415$412,916$89,339$17,868iApproximate average salary by contribution assumption: employee only about $446,695 at 4% or $297,797 at 6%; with 50% employer match about $297,797 at 4% or $198,531 at 6%; with 100% employer match about $223,348 at 4% or $148,898 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-5$412,916$89,339$17,868iApproximate average salary by contribution assumption: employee only about $446,695 at 4% or $297,797 at 6%; with 50% employer match about $297,797 at 4% or $198,531 at 6%; with 100% employer match about $223,348 at 4% or $148,898 at 6%.
200314$312,150$81,748$20,437iApproximate average salary by contribution assumption: employee only about $510,925 at 4% or $340,617 at 6%; with 50% employer match about $340,617 at 4% or $227,078 at 6%; with 100% employer match about $255,463 at 4% or $170,308 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-4$312,150$81,748$20,437iApproximate average salary by contribution assumption: employee only about $510,925 at 4% or $340,617 at 6%; with 50% employer match about $340,617 at 4% or $227,078 at 6%; with 100% employer match about $255,463 at 4% or $170,308 at 6%.
200214$230,364$233,730$58,433iApproximate average salary by contribution assumption: employee only about $1,460,813 at 4% or $973,875 at 6%; with 50% employer match about $973,875 at 4% or $649,250 at 6%; with 100% employer match about $730,406 at 4% or $486,938 at 6%.
Bertolo and Company LLC 401(K) Profit Sharing Plan-4$230,364$233,730$58,433iApproximate average salary by contribution assumption: employee only about $1,460,813 at 4% or $973,875 at 6%; with 50% employer match about $973,875 at 4% or $649,250 at 6%; with 100% employer match about $730,406 at 4% or $486,938 at 6%.