Civic Intelligence

BERTNER ADVISORS, LLC

Plan context: BERTNER ADVISORS 401(K) PLAN

EIN 46-2559040 • New York, NY • 10 filings • 2 plans

845 United Nations PlazaSuite 14DNew York, NY 10017
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,125,805

2025 Contributions

$262,794

Historical Graphs

Total Assets Over Time

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

$1,125,805$562,903$0201620212025YearValue
$1,125,805Latest year 2025

Participants Over Time

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

1470201620212025YearValue
12Latest year 2025

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
2025112$1,125,805$262,794$21,900iApproximate average salary by contribution assumption: employee only about $547,488 at 4% or $364,992 at 6%; with 50% employer match about $364,992 at 4% or $243,328 at 6%; with 100% employer match about $273,744 at 4% or $182,496 at 6%.
BERTNER ADVISORS 401(K) PLAN-12$1,125,805$262,794$21,900iApproximate average salary by contribution assumption: employee only about $547,488 at 4% or $364,992 at 6%; with 50% employer match about $364,992 at 4% or $243,328 at 6%; with 100% employer match about $273,744 at 4% or $182,496 at 6%.
2024112$785,340$80,420$6,702iApproximate average salary by contribution assumption: employee only about $167,542 at 4% or $111,694 at 6%; with 50% employer match about $111,694 at 4% or $74,463 at 6%; with 100% employer match about $83,771 at 4% or $55,847 at 6%.
BERTNER ADVISORS 401(K) PLAN-12$785,340$80,420$6,702iApproximate average salary by contribution assumption: employee only about $167,542 at 4% or $111,694 at 6%; with 50% employer match about $111,694 at 4% or $74,463 at 6%; with 100% employer match about $83,771 at 4% or $55,847 at 6%.
2023114$583,569$115,798$8,271iApproximate average salary by contribution assumption: employee only about $206,782 at 4% or $137,855 at 6%; with 50% employer match about $137,855 at 4% or $91,903 at 6%; with 100% employer match about $103,391 at 4% or $68,927 at 6%.
BERTNER ADVISORS 401(K) PLAN-14$583,569$115,798$8,271iApproximate average salary by contribution assumption: employee only about $206,782 at 4% or $137,855 at 6%; with 50% employer match about $137,855 at 4% or $91,903 at 6%; with 100% employer match about $103,391 at 4% or $68,927 at 6%.
2022114$473,652$222,851$15,918iApproximate average salary by contribution assumption: employee only about $397,948 at 4% or $265,299 at 6%; with 50% employer match about $265,299 at 4% or $176,866 at 6%; with 100% employer match about $198,974 at 4% or $132,649 at 6%.
BERTNER ADVISORS 401(K) PLAN-14$473,652$222,851$15,918iApproximate average salary by contribution assumption: employee only about $397,948 at 4% or $265,299 at 6%; with 50% employer match about $265,299 at 4% or $176,866 at 6%; with 100% employer match about $198,974 at 4% or $132,649 at 6%.
2021110$339,378$92,383$9,238iApproximate average salary by contribution assumption: employee only about $230,957 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
BERTNER ADVISORS 401(K) PLAN-10$339,378$92,383$9,238iApproximate average salary by contribution assumption: employee only about $230,957 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
202018$208,712$55,853$6,982iApproximate average salary by contribution assumption: employee only about $174,541 at 4% or $116,360 at 6%; with 50% employer match about $116,360 at 4% or $77,574 at 6%; with 100% employer match about $87,270 at 4% or $58,180 at 6%.
BERTNER ADVISORS 401(K) PLAN-8$208,712$55,853$6,982iApproximate average salary by contribution assumption: employee only about $174,541 at 4% or $116,360 at 6%; with 50% employer match about $116,360 at 4% or $77,574 at 6%; with 100% employer match about $87,270 at 4% or $58,180 at 6%.
201915$115,795$30,725$6,145iApproximate average salary by contribution assumption: employee only about $153,625 at 4% or $102,417 at 6%; with 50% employer match about $102,417 at 4% or $68,278 at 6%; with 100% employer match about $76,813 at 4% or $51,208 at 6%.
BERTNER ADVISORS 401(K) PLAN-5$115,795$30,725$6,145iApproximate average salary by contribution assumption: employee only about $153,625 at 4% or $102,417 at 6%; with 50% employer match about $102,417 at 4% or $68,278 at 6%; with 100% employer match about $76,813 at 4% or $51,208 at 6%.
201816$62,183$38,313$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
BERTNER ADVISORS 401(K) PLAN-6$62,183$38,313$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
201712$28,880$936$468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%.
BERTNER ADVISORS 401(K) PLAN-2$28,880$936$468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%.
201614$51,713$51,556$12,889iApproximate average salary by contribution assumption: employee only about $322,225 at 4% or $214,817 at 6%; with 50% employer match about $214,817 at 4% or $143,211 at 6%; with 100% employer match about $161,113 at 4% or $107,408 at 6%.
BERTNER ADVISORS, LLC 401(K) PLAN-4$51,713$51,556$12,889iApproximate average salary by contribution assumption: employee only about $322,225 at 4% or $214,817 at 6%; with 50% employer match about $214,817 at 4% or $143,211 at 6%; with 100% employer match about $161,113 at 4% or $107,408 at 6%.