Civic Intelligence

Jose E. Bertran

Plan context: Jose E. Bertran Retirement Plan

EIN 58-3626586 • 7 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$13,001

2006 Contributions

$21,162

Historical Graphs

Total Assets Over Time

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

$60,949$30,475$0199920032005YearValue
$13,001Latest year 2005

Participants Over Time

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

110199920032005YearValue
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-
Jose E. Bertran Retirement Plan-0---
200511$13,001$0-
Jose E. Bertran Retirement Plan-1$13,001--
200411$12,814$0-
Jose E. Bertran Retirement Plan-1$12,814--
200311$14,255$0-
Jose E. Bertran Retirement Plan-1$14,255--
200211$12,081$0-
Jose E. Bertran Retirement Plan-1$12,081--
200111$0$0-
Jose E. Bertran Retirement Plan-1---
199911$60,949$21,162$21,162iApproximate average salary by contribution assumption: employee only about $529,050 at 4% or $352,700 at 6%; with 50% employer match about $352,700 at 4% or $235,133 at 6%; with 100% employer match about $264,525 at 4% or $176,350 at 6%.
Jose E. Bertran Retirement Plan-1$60,949$21,162$21,162iApproximate average salary by contribution assumption: employee only about $529,050 at 4% or $352,700 at 6%; with 50% employer match about $352,700 at 4% or $235,133 at 6%; with 100% employer match about $264,525 at 4% or $176,350 at 6%.