Civic Intelligence

Francis a Bertolini Dds

Plan context: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

EIN 34-1352742 • 29 filings • 5 plans

Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$21,099

2012 Contributions

$33,313

Historical Graphs

Total Assets Over Time

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

$2,967,856$1,483,928$0199920042011YearValue
$21,099Latest year 2011

Participants Over Time

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

630199920042009YearValue
5Latest year 2009

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
201220$0$0-
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-0---
Francis a Bertolini Basic Profit Sharing Plan-0---
201120$21,099$0-
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-0$11,880--
Francis a Bertolini Basic Profit Sharing Plan-0$9,219--
201020$79,391$0-
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-0$70,176--
Francis a Bertolini Basic Profit Sharing Plan-0$9,215--
200925$1,891,355$33,313$6,663iApproximate average salary by contribution assumption: employee only about $166,565 at 4% or $111,043 at 6%; with 50% employer match about $111,043 at 4% or $74,029 at 6%; with 100% employer match about $83,283 at 4% or $55,522 at 6%.
FRANCIS A BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-5$958,316$33,313$6,663iApproximate average salary by contribution assumption: employee only about $166,565 at 4% or $111,043 at 6%; with 50% employer match about $111,043 at 4% or $74,029 at 6%; with 100% employer match about $83,283 at 4% or $55,522 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-5$933,039--
200826$0$0-
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-6---
Francis a Bertolini Basic Profit Sharing Plan-0---
200726$0$0-
Francis a Bertolini Basic Profit Sharing Plan-6---
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-6---
200635$2,967,856$94,842$18,968iApproximate average salary by contribution assumption: employee only about $474,210 at 4% or $316,140 at 6%; with 50% employer match about $316,140 at 4% or $210,760 at 6%; with 100% employer match about $237,105 at 4% or $158,070 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-0$1,006,821$31,614-
Francis a Bertolini Basic Profit Sharing Plan-0$1,006,821$31,614-
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-5$954,214$31,614$6,323iApproximate average salary by contribution assumption: employee only about $158,070 at 4% or $105,380 at 6%; with 50% employer match about $105,380 at 4% or $70,253 at 6%; with 100% employer match about $79,035 at 4% or $52,690 at 6%.
200525$1,616,392$60,944$12,189iApproximate average salary by contribution assumption: employee only about $304,720 at 4% or $203,147 at 6%; with 50% employer match about $203,147 at 4% or $135,431 at 6%; with 100% employer match about $152,360 at 4% or $101,573 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-5$829,223$30,472$6,094iApproximate average salary by contribution assumption: employee only about $152,360 at 4% or $101,573 at 6%; with 50% employer match about $101,573 at 4% or $67,716 at 6%; with 100% employer match about $76,180 at 4% or $50,787 at 6%.
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-5$787,169$30,472$6,094iApproximate average salary by contribution assumption: employee only about $152,360 at 4% or $101,573 at 6%; with 50% employer match about $101,573 at 4% or $67,716 at 6%; with 100% employer match about $76,180 at 4% or $50,787 at 6%.
200425$1,446,197$60,630$12,126iApproximate average salary by contribution assumption: employee only about $303,150 at 4% or $202,100 at 6%; with 50% employer match about $202,100 at 4% or $134,733 at 6%; with 100% employer match about $151,575 at 4% or $101,050 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-5$743,349$30,315$6,063iApproximate average salary by contribution assumption: employee only about $151,575 at 4% or $101,050 at 6%; with 50% employer match about $101,050 at 4% or $67,367 at 6%; with 100% employer match about $75,788 at 4% or $50,525 at 6%.
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-5$702,848$30,315$6,063iApproximate average salary by contribution assumption: employee only about $151,575 at 4% or $101,050 at 6%; with 50% employer match about $101,050 at 4% or $67,367 at 6%; with 100% employer match about $75,788 at 4% or $50,525 at 6%.
200324$1,240,558$54,618$13,655iApproximate average salary by contribution assumption: employee only about $341,363 at 4% or $227,575 at 6%; with 50% employer match about $227,575 at 4% or $151,717 at 6%; with 100% employer match about $170,681 at 4% or $113,788 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-4$636,628$27,309$6,827iApproximate average salary by contribution assumption: employee only about $170,681 at 4% or $113,788 at 6%; with 50% employer match about $113,788 at 4% or $75,858 at 6%; with 100% employer match about $85,341 at 4% or $56,894 at 6%.
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-4$603,930$27,309$6,827iApproximate average salary by contribution assumption: employee only about $170,681 at 4% or $113,788 at 6%; with 50% employer match about $113,788 at 4% or $75,858 at 6%; with 100% employer match about $85,341 at 4% or $56,894 at 6%.
200223$457,502$22,363$7,454iApproximate average salary by contribution assumption: employee only about $186,358 at 4% or $124,239 at 6%; with 50% employer match about $124,239 at 4% or $82,826 at 6%; with 100% employer match about $93,179 at 4% or $62,119 at 6%.
FRANCIS A BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-3$457,502$22,363$7,454iApproximate average salary by contribution assumption: employee only about $186,358 at 4% or $124,239 at 6%; with 50% employer match about $124,239 at 4% or $82,826 at 6%; with 100% employer match about $93,179 at 4% or $62,119 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-3---
200122$526,367$21,817$10,909iApproximate average salary by contribution assumption: employee only about $272,713 at 4% or $181,808 at 6%; with 50% employer match about $181,808 at 4% or $121,206 at 6%; with 100% employer match about $136,356 at 4% or $90,904 at 6%.
FRANCIS A BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-2$526,367$21,817$10,909iApproximate average salary by contribution assumption: employee only about $272,713 at 4% or $181,808 at 6%; with 50% employer match about $181,808 at 4% or $121,206 at 6%; with 100% employer match about $136,356 at 4% or $90,904 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-2---
200033$531,033$22,813$7,604iApproximate average salary by contribution assumption: employee only about $190,108 at 4% or $126,739 at 6%; with 50% employer match about $126,739 at 4% or $84,493 at 6%; with 100% employer match about $95,054 at 4% or $63,369 at 6%.
FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-3$531,033$22,813$7,604iApproximate average salary by contribution assumption: employee only about $190,108 at 4% or $126,739 at 6%; with 50% employer match about $126,739 at 4% or $84,493 at 6%; with 100% employer match about $95,054 at 4% or $63,369 at 6%.
FRANCIS A BERTOLINI BASIC MONEY PURCHASE PENSION PLAN-3---
Francis a Bertolini Basic Profit Sharing Plan-3---
199913$616,906$18,735$6,245iApproximate average salary by contribution assumption: employee only about $156,125 at 4% or $104,083 at 6%; with 50% employer match about $104,083 at 4% or $69,389 at 6%; with 100% employer match about $78,063 at 4% or $52,042 at 6%.
Francis a Bertolini Basic Profit Sharing Plan-3$616,906$18,735$6,245iApproximate average salary by contribution assumption: employee only about $156,125 at 4% or $104,083 at 6%; with 50% employer match about $104,083 at 4% or $69,389 at 6%; with 100% employer match about $78,063 at 4% or $52,042 at 6%.