Civic Intelligence

Cary J. Bortnick, M.D. Ltd.

Plan context: Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust

EIN 36-3431285 • Bloomingdale, IL • 33 filings • 6 plans

303 E. Army Trail RoadSuite 100Bloomingdale, IL 60108
Current Snapshot

Latest Year

2018

2018 Participants

16

2018 Assets

$4,100,673

2018 Contributions

$109,269

Historical Graphs

Total Assets Over Time

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

$4,100,673$2,050,337$0199920102017YearValue
$4,100,673Latest year 2017

Participants Over Time

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

1790199920092017YearValue
16Latest year 2017

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
201820$0$0-
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-0$0--
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-0$0--
2017216$4,100,673$109,269$6,829iApproximate average salary by contribution assumption: employee only about $170,733 at 4% or $113,822 at 6%; with 50% employer match about $113,822 at 4% or $75,881 at 6%; with 100% employer match about $85,366 at 4% or $56,911 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-16$2,709,025$74,485$4,655iApproximate average salary by contribution assumption: employee only about $116,383 at 4% or $77,589 at 6%; with 50% employer match about $77,589 at 4% or $51,726 at 6%; with 100% employer match about $58,191 at 4% or $38,794 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-16$1,391,648$34,784$2,174iApproximate average salary by contribution assumption: employee only about $54,350 at 4% or $36,233 at 6%; with 50% employer match about $36,233 at 4% or $24,156 at 6%; with 100% employer match about $27,175 at 4% or $18,117 at 6%.
2016217$3,429,293$102,367$6,022iApproximate average salary by contribution assumption: employee only about $150,540 at 4% or $100,360 at 6%; with 50% employer match about $100,360 at 4% or $66,907 at 6%; with 100% employer match about $75,270 at 4% or $50,180 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-17$2,251,844$65,034$3,826iApproximate average salary by contribution assumption: employee only about $95,638 at 4% or $63,759 at 6%; with 50% employer match about $63,759 at 4% or $42,506 at 6%; with 100% employer match about $47,819 at 4% or $31,879 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-17$1,177,449$37,333$2,196iApproximate average salary by contribution assumption: employee only about $54,901 at 4% or $36,601 at 6%; with 50% employer match about $36,601 at 4% or $24,401 at 6%; with 100% employer match about $27,451 at 4% or $18,300 at 6%.
2015215$2,981,861$118,129$7,875iApproximate average salary by contribution assumption: employee only about $196,882 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-15$1,944,332$74,130$4,942iApproximate average salary by contribution assumption: employee only about $123,550 at 4% or $82,367 at 6%; with 50% employer match about $82,367 at 4% or $54,911 at 6%; with 100% employer match about $61,775 at 4% or $41,183 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-15$1,037,529$43,999$2,933iApproximate average salary by contribution assumption: employee only about $73,332 at 4% or $48,888 at 6%; with 50% employer match about $48,888 at 4% or $32,592 at 6%; with 100% employer match about $36,666 at 4% or $24,444 at 6%.
2014216$2,971,171$113,438$7,090iApproximate average salary by contribution assumption: employee only about $177,247 at 4% or $118,165 at 6%; with 50% employer match about $118,165 at 4% or $78,776 at 6%; with 100% employer match about $88,623 at 4% or $59,082 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-16$1,947,717$77,981$4,874iApproximate average salary by contribution assumption: employee only about $121,845 at 4% or $81,230 at 6%; with 50% employer match about $81,230 at 4% or $54,153 at 6%; with 100% employer match about $60,923 at 4% or $40,615 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-16$1,023,454$35,457$2,216iApproximate average salary by contribution assumption: employee only about $55,402 at 4% or $36,934 at 6%; with 50% employer match about $36,934 at 4% or $24,623 at 6%; with 100% employer match about $27,701 at 4% or $18,467 at 6%.
2013217$2,655,006$115,104$6,771iApproximate average salary by contribution assumption: employee only about $169,271 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,424 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-17$1,725,296$75,711$4,454iApproximate average salary by contribution assumption: employee only about $111,340 at 4% or $74,226 at 6%; with 50% employer match about $74,226 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-17$929,710$39,393$2,317iApproximate average salary by contribution assumption: employee only about $57,931 at 4% or $38,621 at 6%; with 50% employer match about $38,621 at 4% or $25,747 at 6%; with 100% employer match about $28,965 at 4% or $19,310 at 6%.
2012215$2,299,522$64,395$4,293iApproximate average salary by contribution assumption: employee only about $107,325 at 4% or $71,550 at 6%; with 50% employer match about $71,550 at 4% or $47,700 at 6%; with 100% employer match about $53,663 at 4% or $35,775 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-14$1,521,655$20,673$1,477iApproximate average salary by contribution assumption: employee only about $36,916 at 4% or $24,611 at 6%; with 50% employer match about $24,611 at 4% or $16,407 at 6%; with 100% employer match about $18,458 at 4% or $12,305 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-15$777,867$43,722$2,915iApproximate average salary by contribution assumption: employee only about $72,870 at 4% or $48,580 at 6%; with 50% employer match about $48,580 at 4% or $32,387 at 6%; with 100% employer match about $36,435 at 4% or $24,290 at 6%.
2011215$2,056,184$104,920$6,995iApproximate average salary by contribution assumption: employee only about $174,867 at 4% or $116,578 at 6%; with 50% employer match about $116,578 at 4% or $77,719 at 6%; with 100% employer match about $87,433 at 4% or $58,289 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-14$1,362,004$24,920$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-15$694,180$80,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
2010214$1,930,972$105,187$7,513iApproximate average salary by contribution assumption: employee only about $187,834 at 4% or $125,223 at 6%; with 50% employer match about $125,223 at 4% or $83,482 at 6%; with 100% employer match about $93,917 at 4% or $62,611 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-13$1,311,339$23,552$1,812iApproximate average salary by contribution assumption: employee only about $45,292 at 4% or $30,195 at 6%; with 50% employer match about $30,195 at 4% or $20,130 at 6%; with 100% employer match about $22,646 at 4% or $15,097 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-14$619,633$81,635$5,831iApproximate average salary by contribution assumption: employee only about $145,777 at 4% or $97,185 at 6%; with 50% employer match about $97,185 at 4% or $64,790 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%.
2009213$1,672,624$102,149$7,858iApproximate average salary by contribution assumption: employee only about $196,440 at 4% or $130,960 at 6%; with 50% employer match about $130,960 at 4% or $87,307 at 6%; with 100% employer match about $98,220 at 4% or $65,480 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-12$1,168,973$23,859$1,988iApproximate average salary by contribution assumption: employee only about $49,706 at 4% or $33,138 at 6%; with 50% employer match about $33,138 at 4% or $22,092 at 6%; with 100% employer match about $24,853 at 4% or $16,569 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-13$503,651$78,290$6,022iApproximate average salary by contribution assumption: employee only about $150,558 at 4% or $100,372 at 6%; with 50% employer match about $100,372 at 4% or $66,915 at 6%; with 100% employer match about $75,279 at 4% or $50,186 at 6%.
200828$1,278,052$102,874$12,859iApproximate average salary by contribution assumption: employee only about $321,481 at 4% or $214,321 at 6%; with 50% employer match about $214,321 at 4% or $142,881 at 6%; with 100% employer match about $160,741 at 4% or $107,160 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-8$920,826$24,303$3,038iApproximate average salary by contribution assumption: employee only about $75,947 at 4% or $50,631 at 6%; with 50% employer match about $50,631 at 4% or $33,754 at 6%; with 100% employer match about $37,973 at 4% or $25,316 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-8$357,226$78,571$9,821iApproximate average salary by contribution assumption: employee only about $245,534 at 4% or $163,690 at 6%; with 50% employer match about $163,690 at 4% or $109,126 at 6%; with 100% employer match about $122,767 at 4% or $81,845 at 6%.
200728$0$0-
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-8---
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-8---
200625$1,527,317$80,100$16,020iApproximate average salary by contribution assumption: employee only about $400,500 at 4% or $267,000 at 6%; with 50% employer match about $267,000 at 4% or $178,000 at 6%; with 100% employer match about $200,250 at 4% or $133,500 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-5$1,173,362$18,455$3,691iApproximate average salary by contribution assumption: employee only about $92,275 at 4% or $61,517 at 6%; with 50% employer match about $61,517 at 4% or $41,011 at 6%; with 100% employer match about $46,138 at 4% or $30,758 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-5$353,955$61,645$12,329iApproximate average salary by contribution assumption: employee only about $308,225 at 4% or $205,483 at 6%; with 50% employer match about $205,483 at 4% or $136,989 at 6%; with 100% employer match about $154,113 at 4% or $102,742 at 6%.
200528$1,418,126$81,003$10,125iApproximate average salary by contribution assumption: employee only about $253,134 at 4% or $168,756 at 6%; with 50% employer match about $168,756 at 4% or $112,504 at 6%; with 100% employer match about $126,567 at 4% or $84,378 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-8$1,137,615$10,754$1,344iApproximate average salary by contribution assumption: employee only about $33,606 at 4% or $22,404 at 6%; with 50% employer match about $22,404 at 4% or $14,936 at 6%; with 100% employer match about $16,803 at 4% or $11,202 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-8$280,511$70,249$8,781iApproximate average salary by contribution assumption: employee only about $219,528 at 4% or $146,352 at 6%; with 50% employer match about $146,352 at 4% or $97,568 at 6%; with 100% employer match about $109,764 at 4% or $73,176 at 6%.
200328$1,075,589$69,266$8,658iApproximate average salary by contribution assumption: employee only about $216,456 at 4% or $144,304 at 6%; with 50% employer match about $144,304 at 4% or $96,203 at 6%; with 100% employer match about $108,228 at 4% or $72,152 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-8$947,572$4,139$517iApproximate average salary by contribution assumption: employee only about $12,934 at 4% or $8,623 at 6%; with 50% employer match about $8,623 at 4% or $5,749 at 6%; with 100% employer match about $6,467 at 4% or $4,311 at 6%.
Cary J. Bortnick, M.D. Ltd. Cash Balance Pension Plan-8$128,017$65,127$8,141iApproximate average salary by contribution assumption: employee only about $203,522 at 4% or $135,681 at 6%; with 50% employer match about $135,681 at 4% or $90,454 at 6%; with 100% employer match about $101,761 at 4% or $67,841 at 6%.
200116$0$0-
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-6---
200016$889,756$55,494$9,249iApproximate average salary by contribution assumption: employee only about $231,225 at 4% or $154,150 at 6%; with 50% employer match about $154,150 at 4% or $102,767 at 6%; with 100% employer match about $115,613 at 4% or $77,075 at 6%.
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-6$889,756$55,494$9,249iApproximate average salary by contribution assumption: employee only about $231,225 at 4% or $154,150 at 6%; with 50% employer match about $154,150 at 4% or $102,767 at 6%; with 100% employer match about $115,613 at 4% or $77,075 at 6%.
199915$792,324$0-
Cary J. Bortnick, MD Ltd Employees Profit Sharing Plan & Trust-5$792,324--