Civic Intelligence

Richard M. Bertoglio, D.D.S.

Plan context: Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust

EIN 36-3803223 • Batavia, IL • 19 filings • 4 plans

739 Woodland Hills RoadBatavia, IL 60510
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,165,864

2017 Contributions

$22,844

Historical Graphs

Total Assets Over Time

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

$1,188,216$594,108$0199920082016YearValue
$1,165,864Latest year 2016

Participants Over Time

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

740199920082016YearValue
1Latest year 2016

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
201710$0$0-
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-0$0--
201611$1,165,864$22,844$22,844iApproximate average salary by contribution assumption: employee only about $571,100 at 4% or $380,733 at 6%; with 50% employer match about $380,733 at 4% or $253,822 at 6%; with 100% employer match about $285,550 at 4% or $190,367 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-1$1,165,864$22,844$22,844iApproximate average salary by contribution assumption: employee only about $571,100 at 4% or $380,733 at 6%; with 50% employer match about $380,733 at 4% or $253,822 at 6%; with 100% employer match about $285,550 at 4% or $190,367 at 6%.
201511$1,093,466$27,128$27,128iApproximate average salary by contribution assumption: employee only about $678,200 at 4% or $452,133 at 6%; with 50% employer match about $452,133 at 4% or $301,422 at 6%; with 100% employer match about $339,100 at 4% or $226,067 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-1$1,093,466$27,128$27,128iApproximate average salary by contribution assumption: employee only about $678,200 at 4% or $452,133 at 6%; with 50% employer match about $452,133 at 4% or $301,422 at 6%; with 100% employer match about $339,100 at 4% or $226,067 at 6%.
201415$1,188,216$48,619$9,724iApproximate average salary by contribution assumption: employee only about $243,095 at 4% or $162,063 at 6%; with 50% employer match about $162,063 at 4% or $108,042 at 6%; with 100% employer match about $121,547 at 4% or $81,032 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-5$1,188,216$48,619$9,724iApproximate average salary by contribution assumption: employee only about $243,095 at 4% or $162,063 at 6%; with 50% employer match about $162,063 at 4% or $108,042 at 6%; with 100% employer match about $121,547 at 4% or $81,032 at 6%.
201317$1,119,179$66,245$9,464iApproximate average salary by contribution assumption: employee only about $236,589 at 4% or $157,726 at 6%; with 50% employer match about $157,726 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-7$1,119,179$66,245$9,464iApproximate average salary by contribution assumption: employee only about $236,589 at 4% or $157,726 at 6%; with 50% employer match about $157,726 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%.
201216$954,631$67,944$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-6$954,631$67,944$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
201117$823,950$50,402$7,200iApproximate average salary by contribution assumption: employee only about $180,007 at 4% or $120,005 at 6%; with 50% employer match about $120,005 at 4% or $80,003 at 6%; with 100% employer match about $90,004 at 4% or $60,002 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-7$823,950$50,402$7,200iApproximate average salary by contribution assumption: employee only about $180,007 at 4% or $120,005 at 6%; with 50% employer match about $120,005 at 4% or $80,003 at 6%; with 100% employer match about $90,004 at 4% or $60,002 at 6%.
201017$771,940$39,998$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-7$771,940$39,998$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
200917$696,877$60,772$8,682iApproximate average salary by contribution assumption: employee only about $217,043 at 4% or $144,695 at 6%; with 50% employer match about $144,695 at 4% or $96,463 at 6%; with 100% employer match about $108,521 at 4% or $72,348 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-7$696,877$60,772$8,682iApproximate average salary by contribution assumption: employee only about $217,043 at 4% or $144,695 at 6%; with 50% employer match about $144,695 at 4% or $96,463 at 6%; with 100% employer match about $108,521 at 4% or $72,348 at 6%.
200814$606,625$48,065$12,016iApproximate average salary by contribution assumption: employee only about $300,406 at 4% or $200,271 at 6%; with 50% employer match about $200,271 at 4% or $133,514 at 6%; with 100% employer match about $150,203 at 4% or $100,135 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4$606,625$48,065$12,016iApproximate average salary by contribution assumption: employee only about $300,406 at 4% or $200,271 at 6%; with 50% employer match about $200,271 at 4% or $133,514 at 6%; with 100% employer match about $150,203 at 4% or $100,135 at 6%.
200714$0$0-
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4---
200614$559,782$58,186$14,547iApproximate average salary by contribution assumption: employee only about $363,663 at 4% or $242,442 at 6%; with 50% employer match about $242,442 at 4% or $161,628 at 6%; with 100% employer match about $181,831 at 4% or $121,221 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4$559,782$58,186$14,547iApproximate average salary by contribution assumption: employee only about $363,663 at 4% or $242,442 at 6%; with 50% employer match about $242,442 at 4% or $161,628 at 6%; with 100% employer match about $181,831 at 4% or $121,221 at 6%.
200514$488,014$56,610$14,153iApproximate average salary by contribution assumption: employee only about $353,813 at 4% or $235,875 at 6%; with 50% employer match about $235,875 at 4% or $157,250 at 6%; with 100% employer match about $176,906 at 4% or $117,938 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4$488,014$56,610$14,153iApproximate average salary by contribution assumption: employee only about $353,813 at 4% or $235,875 at 6%; with 50% employer match about $235,875 at 4% or $157,250 at 6%; with 100% employer match about $176,906 at 4% or $117,938 at 6%.
200415$433,518$51,578$10,316iApproximate average salary by contribution assumption: employee only about $257,890 at 4% or $171,927 at 6%; with 50% employer match about $171,927 at 4% or $114,618 at 6%; with 100% employer match about $128,945 at 4% or $85,963 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-5$433,518$51,578$10,316iApproximate average salary by contribution assumption: employee only about $257,890 at 4% or $171,927 at 6%; with 50% employer match about $171,927 at 4% or $114,618 at 6%; with 100% employer match about $128,945 at 4% or $85,963 at 6%.
200314$340,787$46,109$11,527iApproximate average salary by contribution assumption: employee only about $288,181 at 4% or $192,121 at 6%; with 50% employer match about $192,121 at 4% or $128,081 at 6%; with 100% employer match about $144,091 at 4% or $96,060 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4$340,787$46,109$11,527iApproximate average salary by contribution assumption: employee only about $288,181 at 4% or $192,121 at 6%; with 50% employer match about $192,121 at 4% or $128,081 at 6%; with 100% employer match about $144,091 at 4% or $96,060 at 6%.
200214$264,174$47,834$11,959iApproximate average salary by contribution assumption: employee only about $298,963 at 4% or $199,308 at 6%; with 50% employer match about $199,308 at 4% or $132,872 at 6%; with 100% employer match about $149,481 at 4% or $99,654 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-4$264,174$47,834$11,959iApproximate average salary by contribution assumption: employee only about $298,963 at 4% or $199,308 at 6%; with 50% employer match about $199,308 at 4% or $132,872 at 6%; with 100% employer match about $149,481 at 4% or $99,654 at 6%.
200115$234,162$36,491$7,298iApproximate average salary by contribution assumption: employee only about $182,455 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,818 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-5$234,162$36,491$7,298iApproximate average salary by contribution assumption: employee only about $182,455 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,818 at 6%.
200016$213,779$36,545$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,135 at 4% or $50,757 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-6$213,779$36,545$6,091iApproximate average salary by contribution assumption: employee only about $152,271 at 4% or $101,514 at 6%; with 50% employer match about $101,514 at 4% or $67,676 at 6%; with 100% employer match about $76,135 at 4% or $50,757 at 6%.
199915$182,941$31,353$6,271iApproximate average salary by contribution assumption: employee only about $156,765 at 4% or $104,510 at 6%; with 50% employer match about $104,510 at 4% or $69,673 at 6%; with 100% employer match about $78,383 at 4% or $52,255 at 6%.
Richard M. Bertoglio, D.D.S. Employees Profit Sharing Plan & Trust-5$182,941$31,353$6,271iApproximate average salary by contribution assumption: employee only about $156,765 at 4% or $104,510 at 6%; with 50% employer match about $104,510 at 4% or $69,673 at 6%; with 100% employer match about $78,383 at 4% or $52,255 at 6%.