Civic Intelligence

David T. Bortel, MD PC

Plan context: David T. Bortel, M.D. PC. Cash Balance Pension Plan

EIN 38-3380176 • Midland, MI • 39 filings • 4 plans

555 W. Wackerly StreetSuite 2600Midland, MI 48640
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$5,923,350

2019 Contributions

$248,358

Historical Graphs

Total Assets Over Time

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

$6,218,447$3,109,224$0199920102018YearValue
$5,923,350Latest year 2018

Participants Over Time

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

1260199920092018YearValue
3Latest year 2018

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
201910$0$0-
David T. Bortel, M.D. PC. Cash Balance Pension Plan-0$0--
201833$5,923,350$248,358$82,786iApproximate average salary by contribution assumption: employee only about $2,069,650 at 4% or $1,379,767 at 6%; with 50% employer match about $1,379,767 at 4% or $919,844 at 6%; with 100% employer match about $1,034,825 at 4% or $689,883 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-2$4,605,363--
David T. Bortel, MD PC Profit Sharing Plan-3$1,317,987$128,278$42,759iApproximate average salary by contribution assumption: employee only about $1,068,983 at 4% or $712,656 at 6%; with 50% employer match about $712,656 at 4% or $475,104 at 6%; with 100% employer match about $534,492 at 4% or $356,328 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-0$0$120,080-
2017212$6,218,447$120,831$10,069iApproximate average salary by contribution assumption: employee only about $251,731 at 4% or $167,821 at 6%; with 50% employer match about $167,821 at 4% or $111,881 at 6%; with 100% employer match about $125,866 at 4% or $83,910 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-12$4,839,542$22,996$1,916iApproximate average salary by contribution assumption: employee only about $47,908 at 4% or $31,939 at 6%; with 50% employer match about $31,939 at 4% or $21,293 at 6%; with 100% employer match about $23,954 at 4% or $15,969 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-10$1,378,905$97,835$9,784iApproximate average salary by contribution assumption: employee only about $244,588 at 4% or $163,058 at 6%; with 50% employer match about $163,058 at 4% or $108,706 at 6%; with 100% employer match about $122,294 at 4% or $81,529 at 6%.
2016212$5,559,892$104,423$8,702iApproximate average salary by contribution assumption: employee only about $217,548 at 4% or $145,032 at 6%; with 50% employer match about $145,032 at 4% or $96,688 at 6%; with 100% employer match about $108,774 at 4% or $72,516 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-12$4,481,265$25,037$2,086iApproximate average salary by contribution assumption: employee only about $52,160 at 4% or $34,774 at 6%; with 50% employer match about $34,774 at 4% or $23,182 at 6%; with 100% employer match about $26,080 at 4% or $17,387 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-12$1,078,627$79,386$6,616iApproximate average salary by contribution assumption: employee only about $165,388 at 4% or $110,258 at 6%; with 50% employer match about $110,258 at 4% or $73,506 at 6%; with 100% employer match about $82,694 at 4% or $55,129 at 6%.
201529$5,132,804$64,765$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,951 at 4% or $59,968 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-9$4,214,348$25,863$2,874iApproximate average salary by contribution assumption: employee only about $71,842 at 4% or $47,894 at 6%; with 50% employer match about $47,894 at 4% or $31,930 at 6%; with 100% employer match about $35,921 at 4% or $23,947 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-4$918,456$38,902$9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%.
201428$5,048,373$517,134$64,642iApproximate average salary by contribution assumption: employee only about $1,616,044 at 4% or $1,077,363 at 6%; with 50% employer match about $1,077,363 at 4% or $718,242 at 6%; with 100% employer match about $808,022 at 4% or $538,681 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-8$4,094,562$427,758$53,470iApproximate average salary by contribution assumption: employee only about $1,336,744 at 4% or $891,163 at 6%; with 50% employer match about $891,163 at 4% or $594,108 at 6%; with 100% employer match about $668,372 at 4% or $445,581 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-8$953,811$89,376$11,172iApproximate average salary by contribution assumption: employee only about $279,300 at 4% or $186,200 at 6%; with 50% employer match about $186,200 at 4% or $124,133 at 6%; with 100% employer match about $139,650 at 4% or $93,100 at 6%.
201329$4,517,766$467,656$51,962iApproximate average salary by contribution assumption: employee only about $1,299,044 at 4% or $866,030 at 6%; with 50% employer match about $866,030 at 4% or $577,353 at 6%; with 100% employer match about $649,522 at 4% or $433,015 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-9$3,688,269$328,541$36,505iApproximate average salary by contribution assumption: employee only about $912,614 at 4% or $608,409 at 6%; with 50% employer match about $608,409 at 4% or $405,606 at 6%; with 100% employer match about $456,307 at 4% or $304,205 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-6$829,497$139,115$23,186iApproximate average salary by contribution assumption: employee only about $579,646 at 4% or $386,431 at 6%; with 50% employer match about $386,431 at 4% or $257,620 at 6%; with 100% employer match about $289,823 at 4% or $193,215 at 6%.
201227$3,963,217$385,226$55,032iApproximate average salary by contribution assumption: employee only about $1,375,807 at 4% or $917,205 at 6%; with 50% employer match about $917,205 at 4% or $611,470 at 6%; with 100% employer match about $687,904 at 4% or $458,602 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-7$3,124,621$381,629$54,518iApproximate average salary by contribution assumption: employee only about $1,362,961 at 4% or $908,640 at 6%; with 50% employer match about $908,640 at 4% or $605,760 at 6%; with 100% employer match about $681,480 at 4% or $454,320 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$838,596$3,597$719iApproximate average salary by contribution assumption: employee only about $17,985 at 4% or $11,990 at 6%; with 50% employer match about $11,990 at 4% or $7,993 at 6%; with 100% employer match about $8,993 at 4% or $5,995 at 6%.
201127$3,483,160$337,110$48,159iApproximate average salary by contribution assumption: employee only about $1,203,964 at 4% or $802,643 at 6%; with 50% employer match about $802,643 at 4% or $535,095 at 6%; with 100% employer match about $601,982 at 4% or $401,321 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-7$2,760,986$279,456$39,922iApproximate average salary by contribution assumption: employee only about $998,057 at 4% or $665,371 at 6%; with 50% employer match about $665,371 at 4% or $443,581 at 6%; with 100% employer match about $499,029 at 4% or $332,686 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$722,174$57,654$11,531iApproximate average salary by contribution assumption: employee only about $288,270 at 4% or $192,180 at 6%; with 50% employer match about $192,180 at 4% or $128,120 at 6%; with 100% employer match about $144,135 at 4% or $96,090 at 6%.
201026$3,130,872$446,106$74,351iApproximate average salary by contribution assumption: employee only about $1,858,775 at 4% or $1,239,183 at 6%; with 50% employer match about $1,239,183 at 4% or $826,122 at 6%; with 100% employer match about $929,388 at 4% or $619,592 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-6$2,433,455$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$697,417$46,106$9,221iApproximate average salary by contribution assumption: employee only about $230,530 at 4% or $153,687 at 6%; with 50% employer match about $153,687 at 4% or $102,458 at 6%; with 100% employer match about $115,265 at 4% or $76,843 at 6%.
200926$2,541,596$302,703$50,451iApproximate average salary by contribution assumption: employee only about $1,261,263 at 4% or $840,842 at 6%; with 50% employer match about $840,842 at 4% or $560,561 at 6%; with 100% employer match about $630,631 at 4% or $420,421 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-6$1,963,056$285,675$47,613iApproximate average salary by contribution assumption: employee only about $1,190,313 at 4% or $793,542 at 6%; with 50% employer match about $793,542 at 4% or $529,028 at 6%; with 100% employer match about $595,156 at 4% or $396,771 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$578,540$17,028$3,406iApproximate average salary by contribution assumption: employee only about $85,140 at 4% or $56,760 at 6%; with 50% employer match about $56,760 at 4% or $37,840 at 6%; with 100% employer match about $42,570 at 4% or $28,380 at 6%.
200825$438,194$43,590$8,718iApproximate average salary by contribution assumption: employee only about $217,950 at 4% or $145,300 at 6%; with 50% employer match about $145,300 at 4% or $96,867 at 6%; with 100% employer match about $108,975 at 4% or $72,650 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$438,194$43,590$8,718iApproximate average salary by contribution assumption: employee only about $217,950 at 4% or $145,300 at 6%; with 50% employer match about $145,300 at 4% or $96,867 at 6%; with 100% employer match about $108,975 at 4% or $72,650 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200725$581,118$53,493$10,699iApproximate average salary by contribution assumption: employee only about $267,465 at 4% or $178,310 at 6%; with 50% employer match about $178,310 at 4% or $118,873 at 6%; with 100% employer match about $133,733 at 4% or $89,155 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$581,118$53,493$10,699iApproximate average salary by contribution assumption: employee only about $267,465 at 4% or $178,310 at 6%; with 50% employer match about $178,310 at 4% or $118,873 at 6%; with 100% employer match about $133,733 at 4% or $89,155 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200625$486,415$25,333$5,067iApproximate average salary by contribution assumption: employee only about $126,665 at 4% or $84,443 at 6%; with 50% employer match about $84,443 at 4% or $56,296 at 6%; with 100% employer match about $63,333 at 4% or $42,222 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$486,415$25,333$5,067iApproximate average salary by contribution assumption: employee only about $126,665 at 4% or $84,443 at 6%; with 50% employer match about $84,443 at 4% or $56,296 at 6%; with 100% employer match about $63,333 at 4% or $42,222 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200525$413,200$27,850$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$413,200$27,850$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200425$359,272$36,004$7,201iApproximate average salary by contribution assumption: employee only about $180,020 at 4% or $120,013 at 6%; with 50% employer match about $120,013 at 4% or $80,009 at 6%; with 100% employer match about $90,010 at 4% or $60,007 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$359,272$36,004$7,201iApproximate average salary by contribution assumption: employee only about $180,020 at 4% or $120,013 at 6%; with 50% employer match about $120,013 at 4% or $80,009 at 6%; with 100% employer match about $90,010 at 4% or $60,007 at 6%.
David T. Bortel, M.D. PC. Cash Balance Pension Plan-4---
200326$0$0-
David T. Bortel, MD PC Profit Sharing Plan-6---
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200225$207,550$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-0$207,550$30,000-
David T. Bortel, M.D. PC. Cash Balance Pension Plan-5---
200113$0$0-
David T. Bortel, MD PC Profit Sharing Plan-3---
200016$187,471$64,089$10,682iApproximate average salary by contribution assumption: employee only about $267,038 at 4% or $178,025 at 6%; with 50% employer match about $178,025 at 4% or $118,683 at 6%; with 100% employer match about $133,519 at 4% or $89,013 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-6$187,471$64,089$10,682iApproximate average salary by contribution assumption: employee only about $267,038 at 4% or $178,025 at 6%; with 50% employer match about $178,025 at 4% or $118,683 at 6%; with 100% employer match about $133,519 at 4% or $89,013 at 6%.
199915$112,755$61,284$12,257iApproximate average salary by contribution assumption: employee only about $306,420 at 4% or $204,280 at 6%; with 50% employer match about $204,280 at 4% or $136,187 at 6%; with 100% employer match about $153,210 at 4% or $102,140 at 6%.
David T. Bortel, MD PC Profit Sharing Plan-5$112,755$61,284$12,257iApproximate average salary by contribution assumption: employee only about $306,420 at 4% or $204,280 at 6%; with 50% employer match about $204,280 at 4% or $136,187 at 6%; with 100% employer match about $153,210 at 4% or $102,140 at 6%.