Civic Intelligence

Robert D. Borteck PC.

Plan context: Robert D. Borteck PC. Cash Balance Plan

EIN 46-1892449 • Florham Park, NJ • 10 filings • 2 plans

25B Hanover Road - Suite 240Florham Park, NJ 07932
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$2,876,604

2017 Contributions

$378,000

Historical Graphs

Total Assets Over Time

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

$2,876,604$1,438,302$0201320152016YearValue
$2,876,604Latest year 2016

Participants Over Time

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

740201320152016YearValue
5Latest year 2016

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
201720$0$378,000-
Robert D. Borteck PC. Cash Balance Plan-0$0$378,000-
ROBERT D. BORTECK, P.C. 401(K) PLAN-0$0$0-
201625$2,876,604$481,517$96,303iApproximate average salary by contribution assumption: employee only about $2,407,585 at 4% or $1,605,057 at 6%; with 50% employer match about $1,605,057 at 4% or $1,070,038 at 6%; with 100% employer match about $1,203,793 at 4% or $802,528 at 6%.
Robert D. Borteck PC. Cash Balance Plan-5$1,906,786$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
ROBERT D. BORTECK, P.C. 401(K) PLAN-5$969,818$81,517$16,303iApproximate average salary by contribution assumption: employee only about $407,585 at 4% or $271,723 at 6%; with 50% employer match about $271,723 at 4% or $181,149 at 6%; with 100% employer match about $203,793 at 4% or $135,862 at 6%.
201525$2,253,769$287,585$57,517iApproximate average salary by contribution assumption: employee only about $1,437,925 at 4% or $958,617 at 6%; with 50% employer match about $958,617 at 4% or $639,078 at 6%; with 100% employer match about $718,963 at 4% or $479,308 at 6%.
Robert D. Borteck PC. Cash Balance Plan-5$1,425,168$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
ROBERT D. BORTECK, P.C. 401(K) PLAN-5$828,601$87,585$17,517iApproximate average salary by contribution assumption: employee only about $437,925 at 4% or $291,950 at 6%; with 50% employer match about $291,950 at 4% or $194,633 at 6%; with 100% employer match about $218,963 at 4% or $145,975 at 6%.
201426$1,972,982$326,585$54,431iApproximate average salary by contribution assumption: employee only about $1,360,771 at 4% or $907,181 at 6%; with 50% employer match about $907,181 at 4% or $604,787 at 6%; with 100% employer match about $680,385 at 4% or $453,590 at 6%.
Robert D. Borteck PC. Cash Balance Plan-5$1,228,115$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
ROBERT D. BORTECK, P.C. 401(K) PLAN-6$744,867$126,585$21,098iApproximate average salary by contribution assumption: employee only about $527,438 at 4% or $351,625 at 6%; with 50% employer match about $351,625 at 4% or $234,417 at 6%; with 100% employer match about $263,719 at 4% or $175,813 at 6%.
201327$1,620,888$265,670$37,953iApproximate average salary by contribution assumption: employee only about $948,821 at 4% or $632,548 at 6%; with 50% employer match about $632,548 at 4% or $421,698 at 6%; with 100% employer match about $474,411 at 4% or $316,274 at 6%.
Robert D. Borteck PC. Cash Balance Plan-6$1,027,265$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
ROBERT D. BORTECK, P.C. 401(K) PLAN-7$593,623$90,670$12,953iApproximate average salary by contribution assumption: employee only about $323,821 at 4% or $215,881 at 6%; with 50% employer match about $215,881 at 4% or $143,921 at 6%; with 100% employer match about $161,911 at 4% or $107,940 at 6%.