Bertram Pearson Inc
Plan context: Bertram Pearson Inc, Profit Sharing Plan
EIN 56-1049680 • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$692,111
2024 Contributions
$10,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $692,111 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 8 | $692,111 | - | - |
| 2023 | 1 | 9 | $664,238 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $664,238 | - | - |
| 2022 | 1 | 9 | $657,288 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $657,288 | - | - |
| 2021 | 1 | 9 | $709,478 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $709,478 | - | - |
| 2020 | 1 | 9 | $708,837 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $708,837 | - | - |
| 2019 | 1 | 9 | $671,550 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $671,550 | - | - |
| 2018 | 1 | 9 | $637,962 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $637,962 | - | - |
| 2017 | 1 | 9 | $657,097 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 9 | $657,097 | - | - |
| 2016 | 1 | 10 | $655,236 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 10 | $655,236 | - | - |
| 2015 | 1 | 10 | $649,266 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 10 | $649,266 | - | - |
| 2014 | 1 | 10 | $651,082 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 10 | $651,082 | - | - |
| 2013 | 1 | 11 | $650,121 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 11 | $650,121 | - | - |
| 2012 | 1 | 12 | $677,683 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 12 | $677,683 | - | - |
| 2011 | 1 | 12 | $674,851 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 12 | $674,851 | - | - |
| 2010 | 1 | 12 | $657,434 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 12 | $657,434 | - | - |
| 2009 | 1 | 12 | $652,662 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 12 | $652,662 | - | - |
| 2008 | 1 | 14 | $610,184 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 14 | $610,184 | - | - |
| 2007 | 1 | 17 | $0 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 17 | - | - | - |
| 2006 | 1 | 15 | $637,723 | $10,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Bertram Pearson Inc, Profit Sharing Plan | - | 15 | $637,723 | $10,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| 2005 | 1 | 17 | $607,283 | $8,000 | $471iApproximate average salary by contribution assumption: employee only about $11,765 at 4% or $7,843 at 6%; with 50% employer match about $7,843 at 4% or $5,229 at 6%; with 100% employer match about $5,882 at 4% or $3,922 at 6%. |
| Bertram Pearson Inc, Profit Sharing Plan | - | 17 | $607,283 | $8,000 | $471iApproximate average salary by contribution assumption: employee only about $11,765 at 4% or $7,843 at 6%; with 50% employer match about $7,843 at 4% or $5,229 at 6%; with 100% employer match about $5,882 at 4% or $3,922 at 6%. |
| 2004 | 1 | 20 | $603,408 | $8,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Bertram Pearson Inc, Profit Sharing Plan | - | 20 | $603,408 | $8,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| 2003 | 1 | 21 | $604,201 | $8,000 | $381iApproximate average salary by contribution assumption: employee only about $9,524 at 4% or $6,349 at 6%; with 50% employer match about $6,349 at 4% or $4,233 at 6%; with 100% employer match about $4,762 at 4% or $3,175 at 6%. |
| Bertram Pearson Inc, Profit Sharing Plan | - | 21 | $604,201 | $8,000 | $381iApproximate average salary by contribution assumption: employee only about $9,524 at 4% or $6,349 at 6%; with 50% employer match about $6,349 at 4% or $4,233 at 6%; with 100% employer match about $4,762 at 4% or $3,175 at 6%. |
| 2002 | 1 | 24 | $581,032 | $10,000 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| Bertram Pearson Inc, Profit Sharing Plan | - | 24 | $581,032 | $10,000 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| 2001 | 2 | 29 | $0 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 27 | - | - | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 29 | - | - | - |
| 2000 | 1 | 29 | $0 | $0 | - |
| Bertram Pearson Inc, Profit Sharing Plan | - | 29 | - | - | - |