Civic Intelligence

Daniel a. Bertoch, D.D.S., P.A.

Plan context: Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust

EIN 59-2166555 • Tampa, FL • 9 filings • 1 plans

4401 Carrollwood Village DriveTampa, FL 33618
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$51,431

2011 Contributions

$100,686

Historical Graphs

Total Assets Over Time

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

$650,217$325,109$0200320072011YearValue
$51,431Latest year 2011

Participants Over Time

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

1160200320072011YearValue
2Latest year 2011

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
201112$51,431$0-
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-2$51,431$0-
201010$61,922$0-
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-0$61,922--
200918$585,468$100,686$12,586iApproximate average salary by contribution assumption: employee only about $314,644 at 4% or $209,763 at 6%; with 50% employer match about $209,763 at 4% or $139,842 at 6%; with 100% employer match about $157,322 at 4% or $104,881 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-8$585,468$100,686$12,586iApproximate average salary by contribution assumption: employee only about $314,644 at 4% or $209,763 at 6%; with 50% employer match about $209,763 at 4% or $139,842 at 6%; with 100% employer match about $157,322 at 4% or $104,881 at 6%.
2008111$486,195$98,287$8,935iApproximate average salary by contribution assumption: employee only about $223,380 at 4% or $148,920 at 6%; with 50% employer match about $148,920 at 4% or $99,280 at 6%; with 100% employer match about $111,690 at 4% or $74,460 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-11$486,195$98,287$8,935iApproximate average salary by contribution assumption: employee only about $223,380 at 4% or $148,920 at 6%; with 50% employer match about $148,920 at 4% or $99,280 at 6%; with 100% employer match about $111,690 at 4% or $74,460 at 6%.
2007110$650,217$91,812$9,181iApproximate average salary by contribution assumption: employee only about $229,530 at 4% or $153,020 at 6%; with 50% employer match about $153,020 at 4% or $102,013 at 6%; with 100% employer match about $114,765 at 4% or $76,510 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-10$650,217$91,812$9,181iApproximate average salary by contribution assumption: employee only about $229,530 at 4% or $153,020 at 6%; with 50% employer match about $153,020 at 4% or $102,013 at 6%; with 100% employer match about $114,765 at 4% or $76,510 at 6%.
2006110$539,317$250,979$25,098iApproximate average salary by contribution assumption: employee only about $627,448 at 4% or $418,298 at 6%; with 50% employer match about $418,298 at 4% or $278,866 at 6%; with 100% employer match about $313,724 at 4% or $209,149 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-10$539,317$250,979$25,098iApproximate average salary by contribution assumption: employee only about $627,448 at 4% or $418,298 at 6%; with 50% employer match about $418,298 at 4% or $278,866 at 6%; with 100% employer match about $313,724 at 4% or $209,149 at 6%.
2005110$256,167$83,129$8,313iApproximate average salary by contribution assumption: employee only about $207,823 at 4% or $138,548 at 6%; with 50% employer match about $138,548 at 4% or $92,366 at 6%; with 100% employer match about $103,911 at 4% or $69,274 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-10$256,167$83,129$8,313iApproximate average salary by contribution assumption: employee only about $207,823 at 4% or $138,548 at 6%; with 50% employer match about $138,548 at 4% or $92,366 at 6%; with 100% employer match about $103,911 at 4% or $69,274 at 6%.
200417$162,076$75,052$10,722iApproximate average salary by contribution assumption: employee only about $268,043 at 4% or $178,695 at 6%; with 50% employer match about $178,695 at 4% or $119,130 at 6%; with 100% employer match about $134,021 at 4% or $89,348 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-7$162,076$75,052$10,722iApproximate average salary by contribution assumption: employee only about $268,043 at 4% or $178,695 at 6%; with 50% employer match about $178,695 at 4% or $119,130 at 6%; with 100% employer match about $134,021 at 4% or $89,348 at 6%.
200317$72,192$69,217$9,888iApproximate average salary by contribution assumption: employee only about $247,204 at 4% or $164,802 at 6%; with 50% employer match about $164,802 at 4% or $109,868 at 6%; with 100% employer match about $123,602 at 4% or $82,401 at 6%.
Daniel a. Bertoch, D.D.S., P.A. Retirement Plan & Trust-7$72,192$69,217$9,888iApproximate average salary by contribution assumption: employee only about $247,204 at 4% or $164,802 at 6%; with 50% employer match about $164,802 at 4% or $109,868 at 6%; with 100% employer match about $123,602 at 4% or $82,401 at 6%.