Civic Intelligence

Bertelson Brothers

Plan context: BERTELSON BROTHERS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 41-0836409 • Minneapolis, MN • 22 filings • 6 plans

6645 James Avenue NorthMinneapolis, MN 55430
Current Snapshot

Latest Year

2024

2024 Participants

122

2024 Assets

$3,788,623

2024 Contributions

$378,221

Historical Graphs

Total Assets Over Time

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

$4,356,012$2,178,006$0200020112019YearValue
$3,788,623Latest year 2019

Participants Over Time

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

134670200020112024YearValue
122Latest year 2024

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
20241122$0$0-
Bertelson Brothers DBA Business Essentials-122---
20231122$0$0-
Bertelson Brothers DBA Business Essentials-122---
2019166$3,788,623$378,221$5,731iApproximate average salary by contribution assumption: employee only about $143,266 at 4% or $95,510 at 6%; with 50% employer match about $95,510 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,755 at 6%.
BERTELSON BROTHERS INC 401(K) PROFIT SHARING PLAN & TRUST-66$3,788,623$378,221$5,731iApproximate average salary by contribution assumption: employee only about $143,266 at 4% or $95,510 at 6%; with 50% employer match about $95,510 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,755 at 6%.
2018168$3,310,717$523,829$7,703iApproximate average salary by contribution assumption: employee only about $192,584 at 4% or $128,389 at 6%; with 50% employer match about $128,389 at 4% or $85,593 at 6%; with 100% employer match about $96,292 at 4% or $64,195 at 6%.
BERTELSON BROTHERS INC 401(K) PROFIT SHARING PLAN & TRUST-68$3,310,717$523,829$7,703iApproximate average salary by contribution assumption: employee only about $192,584 at 4% or $128,389 at 6%; with 50% employer match about $128,389 at 4% or $85,593 at 6%; with 100% employer match about $96,292 at 4% or $64,195 at 6%.
20171134$4,356,012$436,666$3,259iApproximate average salary by contribution assumption: employee only about $81,468 at 4% or $54,312 at 6%; with 50% employer match about $54,312 at 4% or $36,208 at 6%; with 100% employer match about $40,734 at 4% or $27,156 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-134$4,356,012$436,666$3,259iApproximate average salary by contribution assumption: employee only about $81,468 at 4% or $54,312 at 6%; with 50% employer match about $54,312 at 4% or $36,208 at 6%; with 100% employer match about $40,734 at 4% or $27,156 at 6%.
20161117$3,517,244$512,260$4,378iApproximate average salary by contribution assumption: employee only about $109,457 at 4% or $72,972 at 6%; with 50% employer match about $72,972 at 4% or $48,648 at 6%; with 100% employer match about $54,729 at 4% or $36,486 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-117$3,517,244$512,260$4,378iApproximate average salary by contribution assumption: employee only about $109,457 at 4% or $72,972 at 6%; with 50% employer match about $72,972 at 4% or $48,648 at 6%; with 100% employer match about $54,729 at 4% or $36,486 at 6%.
2015191$2,997,038$280,010$3,077iApproximate average salary by contribution assumption: employee only about $76,926 at 4% or $51,284 at 6%; with 50% employer match about $51,284 at 4% or $34,189 at 6%; with 100% employer match about $38,463 at 4% or $25,642 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-91$2,997,038$280,010$3,077iApproximate average salary by contribution assumption: employee only about $76,926 at 4% or $51,284 at 6%; with 50% employer match about $51,284 at 4% or $34,189 at 6%; with 100% employer match about $38,463 at 4% or $25,642 at 6%.
2014178$3,073,680$279,768$3,587iApproximate average salary by contribution assumption: employee only about $89,669 at 4% or $59,779 at 6%; with 50% employer match about $59,779 at 4% or $39,853 at 6%; with 100% employer match about $44,835 at 4% or $29,890 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-78$3,073,680$279,768$3,587iApproximate average salary by contribution assumption: employee only about $89,669 at 4% or $59,779 at 6%; with 50% employer match about $59,779 at 4% or $39,853 at 6%; with 100% employer match about $44,835 at 4% or $29,890 at 6%.
2013181$2,871,256$300,022$3,704iApproximate average salary by contribution assumption: employee only about $92,599 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,155 at 6%; with 100% employer match about $46,300 at 4% or $30,866 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-81$2,871,256$300,022$3,704iApproximate average salary by contribution assumption: employee only about $92,599 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,155 at 6%; with 100% employer match about $46,300 at 4% or $30,866 at 6%.
2012175$2,417,397$265,157$3,535iApproximate average salary by contribution assumption: employee only about $88,386 at 4% or $58,924 at 6%; with 50% employer match about $58,924 at 4% or $39,283 at 6%; with 100% employer match about $44,193 at 4% or $29,462 at 6%.
BERTELSON BROTHERS INC 401 K PROFIT SHARING PLAN TRUST-75$2,417,397$265,157$3,535iApproximate average salary by contribution assumption: employee only about $88,386 at 4% or $58,924 at 6%; with 50% employer match about $58,924 at 4% or $39,283 at 6%; with 100% employer match about $44,193 at 4% or $29,462 at 6%.
2011170$2,169,527$222,153$3,174iApproximate average salary by contribution assumption: employee only about $79,340 at 4% or $52,894 at 6%; with 50% employer match about $52,894 at 4% or $35,262 at 6%; with 100% employer match about $39,670 at 4% or $26,447 at 6%.
BERTELSON BROTHERS, INC. 401(K) AND RETIREMENT SAVINGS PLAN-70$2,169,527$222,153$3,174iApproximate average salary by contribution assumption: employee only about $79,340 at 4% or $52,894 at 6%; with 50% employer match about $52,894 at 4% or $35,262 at 6%; with 100% employer match about $39,670 at 4% or $26,447 at 6%.
2010164$2,509,089$170,466$2,664iApproximate average salary by contribution assumption: employee only about $66,588 at 4% or $44,392 at 6%; with 50% employer match about $44,392 at 4% or $29,595 at 6%; with 100% employer match about $33,294 at 4% or $22,196 at 6%.
BERTELSON BROTHERS, INC. 401(K) AND RETIREMENT SAVINGS PLAN-64$2,509,089$170,466$2,664iApproximate average salary by contribution assumption: employee only about $66,588 at 4% or $44,392 at 6%; with 50% employer match about $44,392 at 4% or $29,595 at 6%; with 100% employer match about $33,294 at 4% or $22,196 at 6%.
2009159$2,654,478$156,108$2,646iApproximate average salary by contribution assumption: employee only about $66,147 at 4% or $44,098 at 6%; with 50% employer match about $44,098 at 4% or $29,399 at 6%; with 100% employer match about $33,074 at 4% or $22,049 at 6%.
BERTELSON BROTHERS, INC. 401(K) AND RETIREMENT SAVINGS PLAN-59$2,654,478$156,108$2,646iApproximate average salary by contribution assumption: employee only about $66,147 at 4% or $44,098 at 6%; with 50% employer match about $44,098 at 4% or $29,399 at 6%; with 100% employer match about $33,074 at 4% or $22,049 at 6%.
2008135$2,317,810$381,641$10,904iApproximate average salary by contribution assumption: employee only about $272,601 at 4% or $181,734 at 6%; with 50% employer match about $181,734 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-35$2,317,810$381,641$10,904iApproximate average salary by contribution assumption: employee only about $272,601 at 4% or $181,734 at 6%; with 50% employer match about $181,734 at 4% or $121,156 at 6%; with 100% employer match about $136,300 at 4% or $90,867 at 6%.
2007133$3,970,202$336,658$10,202iApproximate average salary by contribution assumption: employee only about $255,044 at 4% or $170,029 at 6%; with 50% employer match about $170,029 at 4% or $113,353 at 6%; with 100% employer match about $127,522 at 4% or $85,015 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-33$3,970,202$336,658$10,202iApproximate average salary by contribution assumption: employee only about $255,044 at 4% or $170,029 at 6%; with 50% employer match about $170,029 at 4% or $113,353 at 6%; with 100% employer match about $127,522 at 4% or $85,015 at 6%.
2006137$3,448,073$297,200$8,032iApproximate average salary by contribution assumption: employee only about $200,811 at 4% or $133,874 at 6%; with 50% employer match about $133,874 at 4% or $89,249 at 6%; with 100% employer match about $100,405 at 4% or $66,937 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-37$3,448,073$297,200$8,032iApproximate average salary by contribution assumption: employee only about $200,811 at 4% or $133,874 at 6%; with 50% employer match about $133,874 at 4% or $89,249 at 6%; with 100% employer match about $100,405 at 4% or $66,937 at 6%.
2005147$3,014,908$161,506$3,436iApproximate average salary by contribution assumption: employee only about $85,907 at 4% or $57,272 at 6%; with 50% employer match about $57,272 at 4% or $38,181 at 6%; with 100% employer match about $42,954 at 4% or $28,636 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-47$3,014,908$161,506$3,436iApproximate average salary by contribution assumption: employee only about $85,907 at 4% or $57,272 at 6%; with 50% employer match about $57,272 at 4% or $38,181 at 6%; with 100% employer match about $42,954 at 4% or $28,636 at 6%.
2004132$2,894,186$242,602$7,581iApproximate average salary by contribution assumption: employee only about $189,533 at 4% or $126,355 at 6%; with 50% employer match about $126,355 at 4% or $84,237 at 6%; with 100% employer match about $94,766 at 4% or $63,178 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-32$2,894,186$242,602$7,581iApproximate average salary by contribution assumption: employee only about $189,533 at 4% or $126,355 at 6%; with 50% employer match about $126,355 at 4% or $84,237 at 6%; with 100% employer match about $94,766 at 4% or $63,178 at 6%.
2003142$0$0-
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-42---
2002153$0$0-
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-53---
2001154$0$0-
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-54---
2000150$2,998,128$267,244$5,345iApproximate average salary by contribution assumption: employee only about $133,622 at 4% or $89,081 at 6%; with 50% employer match about $89,081 at 4% or $59,388 at 6%; with 100% employer match about $66,811 at 4% or $44,541 at 6%.
BERTELSON BROTHERS, INC. 401K AND RETIREMENT SAVINGS PLAN-50$2,998,128$267,244$5,345iApproximate average salary by contribution assumption: employee only about $133,622 at 4% or $89,081 at 6%; with 50% employer match about $89,081 at 4% or $59,388 at 6%; with 100% employer match about $66,811 at 4% or $44,541 at 6%.