Civic Intelligence

Gerald W. Bortolazzo, M.D. PC.

Plan context: Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan

EIN 58-1414085 • 12 filings • 6 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$478,190

2006 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$698,123$349,062$0199920022005YearValue
$478,190Latest year 2005

Participants Over Time

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

210199920022005YearValue
1Latest year 2005

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
200610$0$0-
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-0---
200511$478,190$0-
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-1$478,190--
200411$459,601$0-
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-1$459,601--
200311$474,142$0-
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-1$474,142--
200221$304,783$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-1$304,783$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Gerald W. Bortolazzo, M.D. PC. Money Purchase Pension Plan-0-$25,000-
200121$391,027$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gerald W. Bortolazzo, M.D. PC. Money Purchase Pension Plan-1$391,027$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-0---
200021$476,866$45,500$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
Gerald W. Bortolazzo, M.D. PC. Money Purchase Pension Plan-1$366,548$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-1$110,318$20,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
199922$698,123$42,200$21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%.
Gerald W. Bortolazzo, M.D. PC. Money Purchase Pension Plan-2$593,940$32,200$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
Gerald W. Bortolazzo, M.D. PC. Profit Sharing Plan-2$104,183$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.