Civic Intelligence

The Bert Company

Plan context: The Bert Company Savings Plan

EIN 25-1753349 • Erie, PA • 17 filings • 1 plans

3645 West Lake RoadErie, PA 16505-3450
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$331,302

2015 Contributions

$133,628

Historical Graphs

Total Assets Over Time

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

$2,978,181$1,489,091$0199920062014YearValue
$331,302Latest year 2014

Participants Over Time

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

25130199920072014YearValue
9Latest year 2014

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
201510$0$0-
The Bert Company Savings Plan-0$0--
201419$331,302$0-
The Bert Company Savings Plan-9$331,302$0-
2013119$2,835,956$133,628$7,033iApproximate average salary by contribution assumption: employee only about $175,826 at 4% or $117,218 at 6%; with 50% employer match about $117,218 at 4% or $78,145 at 6%; with 100% employer match about $87,913 at 4% or $58,609 at 6%.
The Bert Company Savings Plan-19$2,835,956$133,628$7,033iApproximate average salary by contribution assumption: employee only about $175,826 at 4% or $117,218 at 6%; with 50% employer match about $117,218 at 4% or $78,145 at 6%; with 100% employer match about $87,913 at 4% or $58,609 at 6%.
2012125$2,370,525$201,054$8,042iApproximate average salary by contribution assumption: employee only about $201,054 at 4% or $134,036 at 6%; with 50% employer match about $134,036 at 4% or $89,357 at 6%; with 100% employer match about $100,527 at 4% or $67,018 at 6%.
The Bert Company Savings Plan-25$2,370,525$201,054$8,042iApproximate average salary by contribution assumption: employee only about $201,054 at 4% or $134,036 at 6%; with 50% employer match about $134,036 at 4% or $89,357 at 6%; with 100% employer match about $100,527 at 4% or $67,018 at 6%.
2011120$2,001,784$196,892$9,845iApproximate average salary by contribution assumption: employee only about $246,115 at 4% or $164,077 at 6%; with 50% employer match about $164,077 at 4% or $109,384 at 6%; with 100% employer match about $123,058 at 4% or $82,038 at 6%.
The Bert Company Savings Plan-20$2,001,784$196,892$9,845iApproximate average salary by contribution assumption: employee only about $246,115 at 4% or $164,077 at 6%; with 50% employer match about $164,077 at 4% or $109,384 at 6%; with 100% employer match about $123,058 at 4% or $82,038 at 6%.
2010122$2,180,371$170,627$7,756iApproximate average salary by contribution assumption: employee only about $193,894 at 4% or $129,263 at 6%; with 50% employer match about $129,263 at 4% or $86,175 at 6%; with 100% employer match about $96,947 at 4% or $64,631 at 6%.
The Bert Company Savings Plan-22$2,180,371$170,627$7,756iApproximate average salary by contribution assumption: employee only about $193,894 at 4% or $129,263 at 6%; with 50% employer match about $129,263 at 4% or $86,175 at 6%; with 100% employer match about $96,947 at 4% or $64,631 at 6%.
2009124$2,978,181$185,417$7,726iApproximate average salary by contribution assumption: employee only about $193,143 at 4% or $128,762 at 6%; with 50% employer match about $128,762 at 4% or $85,841 at 6%; with 100% employer match about $96,571 at 4% or $64,381 at 6%.
The Bert Company Savings Plan-24$2,978,181$185,417$7,726iApproximate average salary by contribution assumption: employee only about $193,143 at 4% or $128,762 at 6%; with 50% employer match about $128,762 at 4% or $85,841 at 6%; with 100% employer match about $96,571 at 4% or $64,381 at 6%.
2008118$2,200,988$183,315$10,184iApproximate average salary by contribution assumption: employee only about $254,604 at 4% or $169,736 at 6%; with 50% employer match about $169,736 at 4% or $113,157 at 6%; with 100% employer match about $127,302 at 4% or $84,868 at 6%.
The Bert Company Savings Plan-18$2,200,988$183,315$10,184iApproximate average salary by contribution assumption: employee only about $254,604 at 4% or $169,736 at 6%; with 50% employer match about $169,736 at 4% or $113,157 at 6%; with 100% employer match about $127,302 at 4% or $84,868 at 6%.
2007119$0$0-
The Bert Company Savings Plan-19---
2006119$2,510,120$177,577$9,346iApproximate average salary by contribution assumption: employee only about $233,654 at 4% or $155,769 at 6%; with 50% employer match about $155,769 at 4% or $103,846 at 6%; with 100% employer match about $116,827 at 4% or $77,885 at 6%.
The Bert Company Savings Plan-19$2,510,120$177,577$9,346iApproximate average salary by contribution assumption: employee only about $233,654 at 4% or $155,769 at 6%; with 50% employer match about $155,769 at 4% or $103,846 at 6%; with 100% employer match about $116,827 at 4% or $77,885 at 6%.
2005117$2,108,876$185,401$10,906iApproximate average salary by contribution assumption: employee only about $272,649 at 4% or $181,766 at 6%; with 50% employer match about $181,766 at 4% or $121,177 at 6%; with 100% employer match about $136,324 at 4% or $90,883 at 6%.
The Bert Company Savings Plan-17$2,108,876$185,401$10,906iApproximate average salary by contribution assumption: employee only about $272,649 at 4% or $181,766 at 6%; with 50% employer match about $181,766 at 4% or $121,177 at 6%; with 100% employer match about $136,324 at 4% or $90,883 at 6%.
2004118$1,790,467$279,049$15,503iApproximate average salary by contribution assumption: employee only about $387,568 at 4% or $258,379 at 6%; with 50% employer match about $258,379 at 4% or $172,252 at 6%; with 100% employer match about $193,784 at 4% or $129,189 at 6%.
The Bert Company Savings Plan-18$1,790,467$279,049$15,503iApproximate average salary by contribution assumption: employee only about $387,568 at 4% or $258,379 at 6%; with 50% employer match about $258,379 at 4% or $172,252 at 6%; with 100% employer match about $193,784 at 4% or $129,189 at 6%.
2003116$1,306,759$161,170$10,073iApproximate average salary by contribution assumption: employee only about $251,828 at 4% or $167,885 at 6%; with 50% employer match about $167,885 at 4% or $111,924 at 6%; with 100% employer match about $125,914 at 4% or $83,943 at 6%.
The Bert Company Savings Plan-16$1,306,759$161,170$10,073iApproximate average salary by contribution assumption: employee only about $251,828 at 4% or $167,885 at 6%; with 50% employer match about $167,885 at 4% or $111,924 at 6%; with 100% employer match about $125,914 at 4% or $83,943 at 6%.
2002116$841,882$526,464$32,904iApproximate average salary by contribution assumption: employee only about $822,600 at 4% or $548,400 at 6%; with 50% employer match about $548,400 at 4% or $365,600 at 6%; with 100% employer match about $411,300 at 4% or $274,200 at 6%.
The Bert Company Savings Plan-16$841,882$526,464$32,904iApproximate average salary by contribution assumption: employee only about $822,600 at 4% or $548,400 at 6%; with 50% employer match about $548,400 at 4% or $365,600 at 6%; with 100% employer match about $411,300 at 4% or $274,200 at 6%.
200119$436,639$85,233$9,470iApproximate average salary by contribution assumption: employee only about $236,758 at 4% or $157,839 at 6%; with 50% employer match about $157,839 at 4% or $105,226 at 6%; with 100% employer match about $118,379 at 4% or $78,919 at 6%.
The Bert Company Savings Plan-9$436,639$85,233$9,470iApproximate average salary by contribution assumption: employee only about $236,758 at 4% or $157,839 at 6%; with 50% employer match about $157,839 at 4% or $105,226 at 6%; with 100% employer match about $118,379 at 4% or $78,919 at 6%.
200019$514,780$144,279$16,031iApproximate average salary by contribution assumption: employee only about $400,775 at 4% or $267,183 at 6%; with 50% employer match about $267,183 at 4% or $178,122 at 6%; with 100% employer match about $200,388 at 4% or $133,592 at 6%.
The Bert Company Savings Plan-9$514,780$144,279$16,031iApproximate average salary by contribution assumption: employee only about $400,775 at 4% or $267,183 at 6%; with 50% employer match about $267,183 at 4% or $178,122 at 6%; with 100% employer match about $200,388 at 4% or $133,592 at 6%.
199919$356,135$60,249$6,694iApproximate average salary by contribution assumption: employee only about $167,358 at 4% or $111,572 at 6%; with 50% employer match about $111,572 at 4% or $74,381 at 6%; with 100% employer match about $83,679 at 4% or $55,786 at 6%.
The Bert Company Savings Plan-9$356,135$60,249$6,694iApproximate average salary by contribution assumption: employee only about $167,358 at 4% or $111,572 at 6%; with 50% employer match about $111,572 at 4% or $74,381 at 6%; with 100% employer match about $83,679 at 4% or $55,786 at 6%.