Civic Intelligence

Betzold, Berg, Nussbaum & Heitman Inc.

Plan context: Betzold, Berg & Nussbaum Inc. Profit Sharing Plan

EIN 36-3939198 • Chicago, IL • 27 filings • 7 plans

500 Madison StreetSuite 450Chicago, IL 60661
Current Snapshot

Latest Year

2016

2016 Participants

254

2016 Assets

$41,685,038

2016 Contributions

$4,972,673

Historical Graphs

Total Assets Over Time

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

$41,685,038$20,842,519$0199920092016YearValue
$41,685,038Latest year 2016

Participants Over Time

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

2541270199920082016YearValue
254Latest 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
20162254$41,685,038$4,972,673$19,577iApproximate average salary by contribution assumption: employee only about $489,436 at 4% or $326,291 at 6%; with 50% employer match about $326,291 at 4% or $217,527 at 6%; with 100% employer match about $244,718 at 4% or $163,145 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-254$26,895,573$3,258,298$12,828iApproximate average salary by contribution assumption: employee only about $320,699 at 4% or $213,799 at 6%; with 50% employer match about $213,799 at 4% or $142,533 at 6%; with 100% employer match about $160,349 at 4% or $106,900 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC. CASH BALANCE PLAN-103$14,789,465$1,714,375$16,644iApproximate average salary by contribution assumption: employee only about $416,110 at 4% or $277,407 at 6%; with 50% employer match about $277,407 at 4% or $184,938 at 6%; with 100% employer match about $208,055 at 4% or $138,703 at 6%.
20152229$34,425,310$5,063,920$22,113iApproximate average salary by contribution assumption: employee only about $552,830 at 4% or $368,553 at 6%; with 50% employer match about $368,553 at 4% or $245,702 at 6%; with 100% employer match about $276,415 at 4% or $184,277 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-229$22,728,635$3,324,469$14,517iApproximate average salary by contribution assumption: employee only about $362,933 at 4% or $241,956 at 6%; with 50% employer match about $241,956 at 4% or $161,304 at 6%; with 100% employer match about $181,467 at 4% or $120,978 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC. CASH BALANCE PLAN-109$11,696,675$1,739,451$15,958iApproximate average salary by contribution assumption: employee only about $398,957 at 4% or $265,971 at 6%; with 50% employer match about $265,971 at 4% or $177,314 at 6%; with 100% employer match about $199,478 at 4% or $132,986 at 6%.
20142195$29,854,622$2,555,711$13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,625 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-195$20,738,151$2,555,711$13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,625 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-115$9,116,471--
20132195$25,793,762$4,058,850$20,815iApproximate average salary by contribution assumption: employee only about $520,365 at 4% or $346,910 at 6%; with 50% employer match about $346,910 at 4% or $231,274 at 6%; with 100% employer match about $260,183 at 4% or $173,455 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-195$18,245,775$2,698,850$13,840iApproximate average salary by contribution assumption: employee only about $346,006 at 4% or $230,671 at 6%; with 50% employer match about $230,671 at 4% or $153,781 at 6%; with 100% employer match about $173,003 at 4% or $115,335 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-113$7,547,987$1,360,000$12,035iApproximate average salary by contribution assumption: employee only about $300,885 at 4% or $200,590 at 6%; with 50% employer match about $200,590 at 4% or $133,727 at 6%; with 100% employer match about $150,442 at 4% or $100,295 at 6%.
20122151$19,535,768$3,451,908$22,860iApproximate average salary by contribution assumption: employee only about $571,508 at 4% or $381,005 at 6%; with 50% employer match about $381,005 at 4% or $254,004 at 6%; with 100% employer match about $285,754 at 4% or $190,503 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-151$13,640,303$2,323,206$15,385iApproximate average salary by contribution assumption: employee only about $384,637 at 4% or $256,425 at 6%; with 50% employer match about $256,425 at 4% or $170,950 at 6%; with 100% employer match about $192,318 at 4% or $128,212 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-92$5,895,465$1,128,702$12,269iApproximate average salary by contribution assumption: employee only about $306,713 at 4% or $204,475 at 6%; with 50% employer match about $204,475 at 4% or $136,317 at 6%; with 100% employer match about $153,356 at 4% or $102,238 at 6%.
20112129$14,556,119$1,619,863$12,557iApproximate average salary by contribution assumption: employee only about $313,927 at 4% or $209,285 at 6%; with 50% employer match about $209,285 at 4% or $139,523 at 6%; with 100% employer match about $156,963 at 4% or $104,642 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-129$10,279,541$1,619,863$12,557iApproximate average salary by contribution assumption: employee only about $313,927 at 4% or $209,285 at 6%; with 50% employer match about $209,285 at 4% or $139,523 at 6%; with 100% employer match about $156,963 at 4% or $104,642 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-122$4,276,578$0-
20102109$12,478,521$2,289,757$21,007iApproximate average salary by contribution assumption: employee only about $525,174 at 4% or $350,116 at 6%; with 50% employer match about $350,116 at 4% or $233,410 at 6%; with 100% employer match about $262,587 at 4% or $175,058 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-108$9,443,164$1,399,996$12,963iApproximate average salary by contribution assumption: employee only about $324,073 at 4% or $216,049 at 6%; with 50% employer match about $216,049 at 4% or $144,033 at 6%; with 100% employer match about $162,037 at 4% or $108,024 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-109$3,035,357$889,761$8,163iApproximate average salary by contribution assumption: employee only about $204,074 at 4% or $136,049 at 6%; with 50% employer match about $136,049 at 4% or $90,699 at 6%; with 100% employer match about $102,037 at 4% or $68,025 at 6%.
2009296$9,024,013$2,132,767$22,216iApproximate average salary by contribution assumption: employee only about $555,408 at 4% or $370,272 at 6%; with 50% employer match about $370,272 at 4% or $246,848 at 6%; with 100% employer match about $277,704 at 4% or $185,136 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-95$7,213,771$1,124,560$11,837iApproximate average salary by contribution assumption: employee only about $295,937 at 4% or $197,291 at 6%; with 50% employer match about $197,291 at 4% or $131,527 at 6%; with 100% employer match about $147,968 at 4% or $98,646 at 6%.
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-96$1,810,242$1,008,207$10,502iApproximate average salary by contribution assumption: employee only about $262,554 at 4% or $175,036 at 6%; with 50% employer match about $175,036 at 4% or $116,691 at 6%; with 100% employer match about $131,277 at 4% or $87,518 at 6%.
2008278$0$0-
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-72---
PERFORMANCE TRUST CAPITAL PARTNERS, LLC CASH BALANCE PLAN-78---
2007158$0$0-
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-58---
2006151$6,789,014$437,042$8,569iApproximate average salary by contribution assumption: employee only about $214,236 at 4% or $142,824 at 6%; with 50% employer match about $142,824 at 4% or $95,216 at 6%; with 100% employer match about $107,118 at 4% or $71,412 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-51$6,789,014$437,042$8,569iApproximate average salary by contribution assumption: employee only about $214,236 at 4% or $142,824 at 6%; with 50% employer match about $142,824 at 4% or $95,216 at 6%; with 100% employer match about $107,118 at 4% or $71,412 at 6%.
2005160$6,727,437$814,421$13,574iApproximate average salary by contribution assumption: employee only about $339,342 at 4% or $226,228 at 6%; with 50% employer match about $226,228 at 4% or $150,819 at 6%; with 100% employer match about $169,671 at 4% or $113,114 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-60$6,727,437$814,421$13,574iApproximate average salary by contribution assumption: employee only about $339,342 at 4% or $226,228 at 6%; with 50% employer match about $226,228 at 4% or $150,819 at 6%; with 100% employer match about $169,671 at 4% or $113,114 at 6%.
2004157$6,213,988$608,822$10,681iApproximate average salary by contribution assumption: employee only about $267,027 at 4% or $178,018 at 6%; with 50% employer match about $178,018 at 4% or $118,679 at 6%; with 100% employer match about $133,514 at 4% or $89,009 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-57$6,213,988$608,822$10,681iApproximate average salary by contribution assumption: employee only about $267,027 at 4% or $178,018 at 6%; with 50% employer match about $178,018 at 4% or $118,679 at 6%; with 100% employer match about $133,514 at 4% or $89,009 at 6%.
2003165$5,433,446$1,144,581$17,609iApproximate average salary by contribution assumption: employee only about $440,223 at 4% or $293,482 at 6%; with 50% employer match about $293,482 at 4% or $195,655 at 6%; with 100% employer match about $220,112 at 4% or $146,741 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-65$5,433,446$1,144,581$17,609iApproximate average salary by contribution assumption: employee only about $440,223 at 4% or $293,482 at 6%; with 50% employer match about $293,482 at 4% or $195,655 at 6%; with 100% employer match about $220,112 at 4% or $146,741 at 6%.
2002160$3,559,120$996,806$16,613iApproximate average salary by contribution assumption: employee only about $415,336 at 4% or $276,891 at 6%; with 50% employer match about $276,891 at 4% or $184,594 at 6%; with 100% employer match about $207,668 at 4% or $138,445 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-60$3,559,120$996,806$16,613iApproximate average salary by contribution assumption: employee only about $415,336 at 4% or $276,891 at 6%; with 50% employer match about $276,891 at 4% or $184,594 at 6%; with 100% employer match about $207,668 at 4% or $138,445 at 6%.
2001147$0$0-
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-47---
2000152$3,353,002$411,842$7,920iApproximate average salary by contribution assumption: employee only about $198,001 at 4% or $132,001 at 6%; with 50% employer match about $132,001 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-52$3,353,002$411,842$7,920iApproximate average salary by contribution assumption: employee only about $198,001 at 4% or $132,001 at 6%; with 50% employer match about $132,001 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%.
1999160$4,677,301$876,040$14,601iApproximate average salary by contribution assumption: employee only about $365,017 at 4% or $243,344 at 6%; with 50% employer match about $243,344 at 4% or $162,230 at 6%; with 100% employer match about $182,508 at 4% or $121,672 at 6%.
Betzold, Berg & Nussbaum Inc. Profit Sharing Plan-60$4,677,301$876,040$14,601iApproximate average salary by contribution assumption: employee only about $365,017 at 4% or $243,344 at 6%; with 50% employer match about $243,344 at 4% or $162,230 at 6%; with 100% employer match about $182,508 at 4% or $121,672 at 6%.
Betzold, Berg, Nussbaum & Heitman Inc. | EIN 36-3939198 | 2016 Form 5500 Company Profile