Civic Intelligence

Bertram Cooper & Co. LLP

Plan context: Bertram Cooper & Co. LLP 401K Plan & Trust

EIN 41-0716926 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

19

2003 Assets

$433,037

2003 Contributions

$15,160

Historical Graphs

Total Assets Over Time

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

$1,030,966$515,483$0199920002002YearValue
$433,037Latest year 2002

Participants Over Time

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

23120199920012002YearValue
19Latest year 2002

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
200310$0$0-
Bertram Cooper & Co. LLP 401K Plan & Trust-0---
2002119$433,037$15,160$798iApproximate average salary by contribution assumption: employee only about $19,947 at 4% or $13,298 at 6%; with 50% employer match about $13,298 at 4% or $8,865 at 6%; with 100% employer match about $9,974 at 4% or $6,649 at 6%.
Bertram Cooper & Co. LLP 401K Plan & Trust-19$433,037$15,160$798iApproximate average salary by contribution assumption: employee only about $19,947 at 4% or $13,298 at 6%; with 50% employer match about $13,298 at 4% or $8,865 at 6%; with 100% employer match about $9,974 at 4% or $6,649 at 6%.
2001123$0$0-
Bertram Cooper & Co. LLP 401K Plan & Trust-23---
2000123$1,013,863$69,854$3,037iApproximate average salary by contribution assumption: employee only about $75,928 at 4% or $50,619 at 6%; with 50% employer match about $50,619 at 4% or $33,746 at 6%; with 100% employer match about $37,964 at 4% or $25,309 at 6%.
Bertram Cooper & Co. LLP 401K Plan & Trust-23$1,013,863$69,854$3,037iApproximate average salary by contribution assumption: employee only about $75,928 at 4% or $50,619 at 6%; with 50% employer match about $50,619 at 4% or $33,746 at 6%; with 100% employer match about $37,964 at 4% or $25,309 at 6%.
1999122$1,030,966$84,442$3,838iApproximate average salary by contribution assumption: employee only about $95,957 at 4% or $63,971 at 6%; with 50% employer match about $63,971 at 4% or $42,647 at 6%; with 100% employer match about $47,978 at 4% or $31,986 at 6%.
Bertram Cooper & Co. LLP 401K Plan & Trust-22$1,030,966$84,442$3,838iApproximate average salary by contribution assumption: employee only about $95,957 at 4% or $63,971 at 6%; with 50% employer match about $63,971 at 4% or $42,647 at 6%; with 100% employer match about $47,978 at 4% or $31,986 at 6%.