Civic Intelligence

Sprecher Bertalot & Company

Plan context: Sprecher Bertalot & Company 401K Plan

EIN 39-1545336 • Sanibel, FL • 14 filings • 5 plans

4702 Rue Belle MerSanibel, FL 33957
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$582,251

2018 Contributions

$7,962

Historical Graphs

Total Assets Over Time

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

$582,251$291,126$0200120092017YearValue
$582,251Latest year 2017

Participants Over Time

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

1890200120082017YearValue
11Latest 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
201810$0$7,962-
Sprecher Bertalot & Company 401K Plan-0$0$7,962-
2017111$582,251$11,472$1,043iApproximate average salary by contribution assumption: employee only about $26,073 at 4% or $17,382 at 6%; with 50% employer match about $17,382 at 4% or $11,588 at 6%; with 100% employer match about $13,036 at 4% or $8,691 at 6%.
Sprecher Bertalot & Company 401K Plan-11$582,251$11,472$1,043iApproximate average salary by contribution assumption: employee only about $26,073 at 4% or $17,382 at 6%; with 50% employer match about $17,382 at 4% or $11,588 at 6%; with 100% employer match about $13,036 at 4% or $8,691 at 6%.
2016111$478,130$5,673$516iApproximate average salary by contribution assumption: employee only about $12,893 at 4% or $8,595 at 6%; with 50% employer match about $8,595 at 4% or $5,730 at 6%; with 100% employer match about $6,447 at 4% or $4,298 at 6%.
Sprecher Bertalot & Company 401K Plan-11$478,130$5,673$516iApproximate average salary by contribution assumption: employee only about $12,893 at 4% or $8,595 at 6%; with 50% employer match about $8,595 at 4% or $5,730 at 6%; with 100% employer match about $6,447 at 4% or $4,298 at 6%.
2012115$489,871$39,015$2,601iApproximate average salary by contribution assumption: employee only about $65,025 at 4% or $43,350 at 6%; with 50% employer match about $43,350 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%.
Sprecher Bertalot & Company 401K Plan-15$489,871$39,015$2,601iApproximate average salary by contribution assumption: employee only about $65,025 at 4% or $43,350 at 6%; with 50% employer match about $43,350 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%.
2011117$420,185$29,367$1,727iApproximate average salary by contribution assumption: employee only about $43,187 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,396 at 6%.
Sprecher Bertalot & Company 401K Plan-17$420,185$29,367$1,727iApproximate average salary by contribution assumption: employee only about $43,187 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,396 at 6%.
2010116$398,516$24,663$1,541iApproximate average salary by contribution assumption: employee only about $38,536 at 4% or $25,691 at 6%; with 50% employer match about $25,691 at 4% or $17,127 at 6%; with 100% employer match about $19,268 at 4% or $12,845 at 6%.
Sprecher Bertalot & Company 401K Plan-16$398,516$24,663$1,541iApproximate average salary by contribution assumption: employee only about $38,536 at 4% or $25,691 at 6%; with 50% employer match about $25,691 at 4% or $17,127 at 6%; with 100% employer match about $19,268 at 4% or $12,845 at 6%.
2009116$337,140$19,799$1,237iApproximate average salary by contribution assumption: employee only about $30,936 at 4% or $20,624 at 6%; with 50% employer match about $20,624 at 4% or $13,749 at 6%; with 100% employer match about $15,468 at 4% or $10,312 at 6%.
Sprecher Bertalot & Company 401K Plan-16$337,140$19,799$1,237iApproximate average salary by contribution assumption: employee only about $30,936 at 4% or $20,624 at 6%; with 50% employer match about $20,624 at 4% or $13,749 at 6%; with 100% employer match about $15,468 at 4% or $10,312 at 6%.
200815$255,474$34,505$6,901iApproximate average salary by contribution assumption: employee only about $172,525 at 4% or $115,017 at 6%; with 50% employer match about $115,017 at 4% or $76,678 at 6%; with 100% employer match about $86,263 at 4% or $57,508 at 6%.
Sprecher Bertalot & Company 401K Plan-5$255,474$34,505$6,901iApproximate average salary by contribution assumption: employee only about $172,525 at 4% or $115,017 at 6%; with 50% employer match about $115,017 at 4% or $76,678 at 6%; with 100% employer match about $86,263 at 4% or $57,508 at 6%.
200714$0$0-
Sprecher Bertalot & Company 401K Plan-4---
2005118$291,707$31,512$1,751iApproximate average salary by contribution assumption: employee only about $43,767 at 4% or $29,178 at 6%; with 50% employer match about $29,178 at 4% or $19,452 at 6%; with 100% employer match about $21,883 at 4% or $14,589 at 6%.
Sprecher Bertalot & Company 401K Plan-18$291,707$31,512$1,751iApproximate average salary by contribution assumption: employee only about $43,767 at 4% or $29,178 at 6%; with 50% employer match about $29,178 at 4% or $19,452 at 6%; with 100% employer match about $21,883 at 4% or $14,589 at 6%.
200414$392,434$32,254$8,064iApproximate average salary by contribution assumption: employee only about $201,588 at 4% or $134,392 at 6%; with 50% employer match about $134,392 at 4% or $89,594 at 6%; with 100% employer match about $100,794 at 4% or $67,196 at 6%.
Sprecher Bertalot & Company 401K Plan-4$392,434$32,254$8,064iApproximate average salary by contribution assumption: employee only about $201,588 at 4% or $134,392 at 6%; with 50% employer match about $134,392 at 4% or $89,594 at 6%; with 100% employer match about $100,794 at 4% or $67,196 at 6%.
2003114$405,194$85,595$6,114iApproximate average salary by contribution assumption: employee only about $152,848 at 4% or $101,899 at 6%; with 50% employer match about $101,899 at 4% or $67,933 at 6%; with 100% employer match about $76,424 at 4% or $50,949 at 6%.
Sprecher Bertalot & Company 401K Plan-14$405,194$85,595$6,114iApproximate average salary by contribution assumption: employee only about $152,848 at 4% or $101,899 at 6%; with 50% employer match about $101,899 at 4% or $67,933 at 6%; with 100% employer match about $76,424 at 4% or $50,949 at 6%.
2002110$341,107$94,661$9,466iApproximate average salary by contribution assumption: employee only about $236,653 at 4% or $157,768 at 6%; with 50% employer match about $157,768 at 4% or $105,179 at 6%; with 100% employer match about $118,326 at 4% or $78,884 at 6%.
Sprecher Bertalot & Company 401K Plan-10$341,107$94,661$9,466iApproximate average salary by contribution assumption: employee only about $236,653 at 4% or $157,768 at 6%; with 50% employer match about $157,768 at 4% or $105,179 at 6%; with 100% employer match about $118,326 at 4% or $78,884 at 6%.
2001114$301,440$69,155$4,940iApproximate average salary by contribution assumption: employee only about $123,491 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,885 at 6%; with 100% employer match about $61,746 at 4% or $41,164 at 6%.
Sprecher Bertalot & Company 401K Plan-14$301,440$69,155$4,940iApproximate average salary by contribution assumption: employee only about $123,491 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,885 at 6%; with 100% employer match about $61,746 at 4% or $41,164 at 6%.