Civic Intelligence

Robert Bertsch & Brenda Bertsch Dds Inc.

Plan context: Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan

EIN 31-1166278 • Loveland, OH • 20 filings • 6 plans

910 Loveland Madeira RdLoveland, OH 45140
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$2,734,456

2015 Contributions

$165,286

Historical Graphs

Total Assets Over Time

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

$3,017,688$1,508,844$0200120082014YearValue
$2,734,456Latest year 2014

Participants Over Time

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

1890200120082014YearValue
2Latest 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-
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-0$0--
201412$2,734,456$0-
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-2$2,734,456--
201312$2,649,640$0-
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-2$2,649,640--
201213$2,437,259$0-
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-3$2,437,259--
2011118$3,017,688$165,286$9,183iApproximate average salary by contribution assumption: employee only about $229,564 at 4% or $153,043 at 6%; with 50% employer match about $153,043 at 4% or $102,028 at 6%; with 100% employer match about $114,782 at 4% or $76,521 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-18$3,017,688$165,286$9,183iApproximate average salary by contribution assumption: employee only about $229,564 at 4% or $153,043 at 6%; with 50% employer match about $153,043 at 4% or $102,028 at 6%; with 100% employer match about $114,782 at 4% or $76,521 at 6%.
2010113$2,777,968$205,814$15,832iApproximate average salary by contribution assumption: employee only about $395,796 at 4% or $263,864 at 6%; with 50% employer match about $263,864 at 4% or $175,909 at 6%; with 100% employer match about $197,898 at 4% or $131,932 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-13$2,777,968$205,814$15,832iApproximate average salary by contribution assumption: employee only about $395,796 at 4% or $263,864 at 6%; with 50% employer match about $263,864 at 4% or $175,909 at 6%; with 100% employer match about $197,898 at 4% or $131,932 at 6%.
2009114$2,595,461$208,155$14,868iApproximate average salary by contribution assumption: employee only about $371,705 at 4% or $247,804 at 6%; with 50% employer match about $247,804 at 4% or $165,202 at 6%; with 100% employer match about $185,853 at 4% or $123,902 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-14$2,595,461$208,155$14,868iApproximate average salary by contribution assumption: employee only about $371,705 at 4% or $247,804 at 6%; with 50% employer match about $247,804 at 4% or $165,202 at 6%; with 100% employer match about $185,853 at 4% or $123,902 at 6%.
2008112$2,042,901$150,607$12,551iApproximate average salary by contribution assumption: employee only about $313,765 at 4% or $209,176 at 6%; with 50% employer match about $209,176 at 4% or $139,451 at 6%; with 100% employer match about $156,882 at 4% or $104,588 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-12$2,042,901$150,607$12,551iApproximate average salary by contribution assumption: employee only about $313,765 at 4% or $209,176 at 6%; with 50% employer match about $209,176 at 4% or $139,451 at 6%; with 100% employer match about $156,882 at 4% or $104,588 at 6%.
2007111$0$0-
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-11---
2006110$1,961,181$132,056$13,206iApproximate average salary by contribution assumption: employee only about $330,140 at 4% or $220,093 at 6%; with 50% employer match about $220,093 at 4% or $146,729 at 6%; with 100% employer match about $165,070 at 4% or $110,047 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-10$1,961,181$132,056$13,206iApproximate average salary by contribution assumption: employee only about $330,140 at 4% or $220,093 at 6%; with 50% employer match about $220,093 at 4% or $146,729 at 6%; with 100% employer match about $165,070 at 4% or $110,047 at 6%.
2005112$1,644,983$126,265$10,522iApproximate average salary by contribution assumption: employee only about $263,052 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-12$1,644,983$126,265$10,522iApproximate average salary by contribution assumption: employee only about $263,052 at 4% or $175,368 at 6%; with 50% employer match about $175,368 at 4% or $116,912 at 6%; with 100% employer match about $131,526 at 4% or $87,684 at 6%.
200419$1,507,750$119,350$13,261iApproximate average salary by contribution assumption: employee only about $331,528 at 4% or $221,019 at 6%; with 50% employer match about $221,019 at 4% or $147,346 at 6%; with 100% employer match about $165,764 at 4% or $110,509 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-9$1,507,750$119,350$13,261iApproximate average salary by contribution assumption: employee only about $331,528 at 4% or $221,019 at 6%; with 50% employer match about $221,019 at 4% or $147,346 at 6%; with 100% employer match about $165,764 at 4% or $110,509 at 6%.
2003110$1,285,078$131,213$13,121iApproximate average salary by contribution assumption: employee only about $328,033 at 4% or $218,688 at 6%; with 50% employer match about $218,688 at 4% or $145,792 at 6%; with 100% employer match about $164,016 at 4% or $109,344 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-10$1,285,078$131,213$13,121iApproximate average salary by contribution assumption: employee only about $328,033 at 4% or $218,688 at 6%; with 50% employer match about $218,688 at 4% or $145,792 at 6%; with 100% employer match about $164,016 at 4% or $109,344 at 6%.
2002311$983,986$100,263$9,115iApproximate average salary by contribution assumption: employee only about $227,870 at 4% or $151,914 at 6%; with 50% employer match about $151,914 at 4% or $101,276 at 6%; with 100% employer match about $113,935 at 4% or $75,957 at 6%.
Robert Bertsch & Brenda Bertsch Dds Inc 401-K Profit Sharing Plan-11$983,986$100,263$9,115iApproximate average salary by contribution assumption: employee only about $227,870 at 4% or $151,914 at 6%; with 50% employer match about $151,914 at 4% or $101,276 at 6%; with 100% employer match about $113,935 at 4% or $75,957 at 6%.
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PENSION PL-0---
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PROFIT SHARING PLAN-0---
2001210$1,015,515$107,910$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PROFIT SHA-10$682,221$66,027$6,603iApproximate average salary by contribution assumption: employee only about $165,068 at 4% or $110,045 at 6%; with 50% employer match about $110,045 at 4% or $73,363 at 6%; with 100% employer match about $82,534 at 4% or $55,023 at 6%.
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PENSION PL-10$333,294$41,883$4,188iApproximate average salary by contribution assumption: employee only about $104,708 at 4% or $69,805 at 6%; with 50% employer match about $69,805 at 4% or $46,537 at 6%; with 100% employer match about $52,354 at 4% or $34,903 at 6%.
200020$0$0-
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PROFIT SHA-0---
ROBERT BERTSCH & BRENDA BERTSCH DDS INC PENSION PL-0---