Civic Intelligence

Bertakis Management Company

Plan context: Bertakis Management Company 401K Profit Sharing Plan && Trust

EIN 38-2903732 • Roseville, MI • 14 filings • 5 plans

30695 Little Mack Ave Ste 100Roseville, MI 48066-1781
Current Snapshot

Latest Year

2012

2012 Participants

27

2012 Assets

$509,703

2012 Contributions

$28,332

Historical Graphs

Total Assets Over Time

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

$509,703$254,852$0199920062012YearValue
$509,703Latest year 2012

Participants Over Time

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

31160199920062012YearValue
27Latest year 2012

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
2012127$509,703$28,332$1,049iApproximate average salary by contribution assumption: employee only about $26,233 at 4% or $17,489 at 6%; with 50% employer match about $17,489 at 4% or $11,659 at 6%; with 100% employer match about $13,117 at 4% or $8,744 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-27$509,703$28,332$1,049iApproximate average salary by contribution assumption: employee only about $26,233 at 4% or $17,489 at 6%; with 50% employer match about $17,489 at 4% or $11,659 at 6%; with 100% employer match about $13,117 at 4% or $8,744 at 6%.
2011126$477,736$32,253$1,241iApproximate average salary by contribution assumption: employee only about $31,013 at 4% or $20,675 at 6%; with 50% employer match about $20,675 at 4% or $13,783 at 6%; with 100% employer match about $15,506 at 4% or $10,338 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-26$477,736$32,253$1,241iApproximate average salary by contribution assumption: employee only about $31,013 at 4% or $20,675 at 6%; with 50% employer match about $20,675 at 4% or $13,783 at 6%; with 100% employer match about $15,506 at 4% or $10,338 at 6%.
2010123$466,233$36,488$1,586iApproximate average salary by contribution assumption: employee only about $39,661 at 4% or $26,441 at 6%; with 50% employer match about $26,441 at 4% or $17,627 at 6%; with 100% employer match about $19,830 at 4% or $13,220 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-23$466,233$36,488$1,586iApproximate average salary by contribution assumption: employee only about $39,661 at 4% or $26,441 at 6%; with 50% employer match about $26,441 at 4% or $17,627 at 6%; with 100% employer match about $19,830 at 4% or $13,220 at 6%.
2009124$367,582$41,660$1,736iApproximate average salary by contribution assumption: employee only about $43,396 at 4% or $28,931 at 6%; with 50% employer match about $28,931 at 4% or $19,287 at 6%; with 100% employer match about $21,698 at 4% or $14,465 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-24$367,582$41,660$1,736iApproximate average salary by contribution assumption: employee only about $43,396 at 4% or $28,931 at 6%; with 50% employer match about $28,931 at 4% or $19,287 at 6%; with 100% employer match about $21,698 at 4% or $14,465 at 6%.
2008131$245,568$44,939$1,450iApproximate average salary by contribution assumption: employee only about $36,241 at 4% or $24,161 at 6%; with 50% employer match about $24,161 at 4% or $16,107 at 6%; with 100% employer match about $18,121 at 4% or $12,080 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-31$245,568$44,939$1,450iApproximate average salary by contribution assumption: employee only about $36,241 at 4% or $24,161 at 6%; with 50% employer match about $24,161 at 4% or $16,107 at 6%; with 100% employer match about $18,121 at 4% or $12,080 at 6%.
2007128$377,081$35,007$1,250iApproximate average salary by contribution assumption: employee only about $31,256 at 4% or $20,838 at 6%; with 50% employer match about $20,838 at 4% or $13,892 at 6%; with 100% employer match about $15,628 at 4% or $10,419 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-28$377,081$35,007$1,250iApproximate average salary by contribution assumption: employee only about $31,256 at 4% or $20,838 at 6%; with 50% employer match about $20,838 at 4% or $13,892 at 6%; with 100% employer match about $15,628 at 4% or $10,419 at 6%.
2006120$286,643$30,177$1,509iApproximate average salary by contribution assumption: employee only about $37,721 at 4% or $25,148 at 6%; with 50% employer match about $25,148 at 4% or $16,765 at 6%; with 100% employer match about $18,861 at 4% or $12,574 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-20$286,643$30,177$1,509iApproximate average salary by contribution assumption: employee only about $37,721 at 4% or $25,148 at 6%; with 50% employer match about $25,148 at 4% or $16,765 at 6%; with 100% employer match about $18,861 at 4% or $12,574 at 6%.
2005119$227,565$27,377$1,441iApproximate average salary by contribution assumption: employee only about $36,022 at 4% or $24,015 at 6%; with 50% employer match about $24,015 at 4% or $16,010 at 6%; with 100% employer match about $18,011 at 4% or $12,007 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-19$227,565$27,377$1,441iApproximate average salary by contribution assumption: employee only about $36,022 at 4% or $24,015 at 6%; with 50% employer match about $24,015 at 4% or $16,010 at 6%; with 100% employer match about $18,011 at 4% or $12,007 at 6%.
2004120$196,426$29,087$1,454iApproximate average salary by contribution assumption: employee only about $36,359 at 4% or $24,239 at 6%; with 50% employer match about $24,239 at 4% or $16,159 at 6%; with 100% employer match about $18,179 at 4% or $12,120 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-20$196,426$29,087$1,454iApproximate average salary by contribution assumption: employee only about $36,359 at 4% or $24,239 at 6%; with 50% employer match about $24,239 at 4% or $16,159 at 6%; with 100% employer match about $18,179 at 4% or $12,120 at 6%.
2003124$168,935$30,037$1,252iApproximate average salary by contribution assumption: employee only about $31,289 at 4% or $20,859 at 6%; with 50% employer match about $20,859 at 4% or $13,906 at 6%; with 100% employer match about $15,644 at 4% or $10,430 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-24$168,935$30,037$1,252iApproximate average salary by contribution assumption: employee only about $31,289 at 4% or $20,859 at 6%; with 50% employer match about $20,859 at 4% or $13,906 at 6%; with 100% employer match about $15,644 at 4% or $10,430 at 6%.
2002114$102,185$36,406$2,600iApproximate average salary by contribution assumption: employee only about $65,011 at 4% or $43,340 at 6%; with 50% employer match about $43,340 at 4% or $28,894 at 6%; with 100% employer match about $32,505 at 4% or $21,670 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-14$102,185$36,406$2,600iApproximate average salary by contribution assumption: employee only about $65,011 at 4% or $43,340 at 6%; with 50% employer match about $43,340 at 4% or $28,894 at 6%; with 100% employer match about $32,505 at 4% or $21,670 at 6%.
2001121$123,054$39,248$1,869iApproximate average salary by contribution assumption: employee only about $46,724 at 4% or $31,149 at 6%; with 50% employer match about $31,149 at 4% or $20,766 at 6%; with 100% employer match about $23,362 at 4% or $15,575 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-21$123,054$39,248$1,869iApproximate average salary by contribution assumption: employee only about $46,724 at 4% or $31,149 at 6%; with 50% employer match about $31,149 at 4% or $20,766 at 6%; with 100% employer match about $23,362 at 4% or $15,575 at 6%.
2000115$102,262$29,137$1,942iApproximate average salary by contribution assumption: employee only about $48,562 at 4% or $32,374 at 6%; with 50% employer match about $32,374 at 4% or $21,583 at 6%; with 100% employer match about $24,281 at 4% or $16,187 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-15$102,262$29,137$1,942iApproximate average salary by contribution assumption: employee only about $48,562 at 4% or $32,374 at 6%; with 50% employer match about $32,374 at 4% or $21,583 at 6%; with 100% employer match about $24,281 at 4% or $16,187 at 6%.
1999112$84,713$31,060$2,588iApproximate average salary by contribution assumption: employee only about $64,708 at 4% or $43,139 at 6%; with 50% employer match about $43,139 at 4% or $28,759 at 6%; with 100% employer match about $32,354 at 4% or $21,569 at 6%.
Bertakis Management Company 401K Profit Sharing Plan && Trust-12$84,713$31,060$2,588iApproximate average salary by contribution assumption: employee only about $64,708 at 4% or $43,139 at 6%; with 50% employer match about $43,139 at 4% or $28,759 at 6%; with 100% employer match about $32,354 at 4% or $21,569 at 6%.