H.Morton Bertram, III, MD, Pa
Plan context: H Morton Bertram III MD Pa
EIN 59-3643300 • Naples, FL • 11 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$275,142
2018 Contributions
$16,719
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $275,142 | $16,719 | $8,360iApproximate average salary by contribution assumption: employee only about $208,988 at 4% or $139,325 at 6%; with 50% employer match about $139,325 at 4% or $92,883 at 6%; with 100% employer match about $104,494 at 4% or $69,663 at 6%. |
| H Morton Bertram III MD Pa | - | 2 | $275,142 | $16,719 | $8,360iApproximate average salary by contribution assumption: employee only about $208,988 at 4% or $139,325 at 6%; with 50% employer match about $139,325 at 4% or $92,883 at 6%; with 100% employer match about $104,494 at 4% or $69,663 at 6%. |
| 2017 | 1 | 4 | $295,276 | $17,321 | $4,330iApproximate average salary by contribution assumption: employee only about $108,256 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| H Morton Bertram III MD Pa | - | 4 | $295,276 | $17,321 | $4,330iApproximate average salary by contribution assumption: employee only about $108,256 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| 2016 | 1 | 5 | $318,773 | $17,672 | $3,534iApproximate average salary by contribution assumption: employee only about $88,360 at 4% or $58,907 at 6%; with 50% employer match about $58,907 at 4% or $39,271 at 6%; with 100% employer match about $44,180 at 4% or $29,453 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $318,773 | $17,672 | $3,534iApproximate average salary by contribution assumption: employee only about $88,360 at 4% or $58,907 at 6%; with 50% employer match about $58,907 at 4% or $39,271 at 6%; with 100% employer match about $44,180 at 4% or $29,453 at 6%. |
| 2015 | 1 | 5 | $280,686 | $22,142 | $4,428iApproximate average salary by contribution assumption: employee only about $110,710 at 4% or $73,807 at 6%; with 50% employer match about $73,807 at 4% or $49,204 at 6%; with 100% employer match about $55,355 at 4% or $36,903 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $280,686 | $22,142 | $4,428iApproximate average salary by contribution assumption: employee only about $110,710 at 4% or $73,807 at 6%; with 50% employer match about $73,807 at 4% or $49,204 at 6%; with 100% employer match about $55,355 at 4% or $36,903 at 6%. |
| 2014 | 1 | 5 | $261,618 | $26,022 | $5,204iApproximate average salary by contribution assumption: employee only about $130,110 at 4% or $86,740 at 6%; with 50% employer match about $86,740 at 4% or $57,827 at 6%; with 100% employer match about $65,055 at 4% or $43,370 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $261,618 | $26,022 | $5,204iApproximate average salary by contribution assumption: employee only about $130,110 at 4% or $86,740 at 6%; with 50% employer match about $86,740 at 4% or $57,827 at 6%; with 100% employer match about $65,055 at 4% or $43,370 at 6%. |
| 2013 | 1 | 4 | $216,826 | $23,179 | $5,795iApproximate average salary by contribution assumption: employee only about $144,869 at 4% or $96,579 at 6%; with 50% employer match about $96,579 at 4% or $64,386 at 6%; with 100% employer match about $72,434 at 4% or $48,290 at 6%. |
| H Morton Bertram III MD Pa | - | 4 | $216,826 | $23,179 | $5,795iApproximate average salary by contribution assumption: employee only about $144,869 at 4% or $96,579 at 6%; with 50% employer match about $96,579 at 4% or $64,386 at 6%; with 100% employer match about $72,434 at 4% or $48,290 at 6%. |
| 2012 | 1 | 5 | $166,297 | $24,570 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $166,297 | $24,570 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| 2011 | 1 | 5 | $121,966 | $24,268 | $4,854iApproximate average salary by contribution assumption: employee only about $121,340 at 4% or $80,893 at 6%; with 50% employer match about $80,893 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $121,966 | $24,268 | $4,854iApproximate average salary by contribution assumption: employee only about $121,340 at 4% or $80,893 at 6%; with 50% employer match about $80,893 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| 2010 | 1 | 5 | $105,257 | $23,953 | $4,791iApproximate average salary by contribution assumption: employee only about $119,765 at 4% or $79,843 at 6%; with 50% employer match about $79,843 at 4% or $53,229 at 6%; with 100% employer match about $59,883 at 4% or $39,922 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $105,257 | $23,953 | $4,791iApproximate average salary by contribution assumption: employee only about $119,765 at 4% or $79,843 at 6%; with 50% employer match about $79,843 at 4% or $53,229 at 6%; with 100% employer match about $59,883 at 4% or $39,922 at 6%. |
| 2009 | 1 | 5 | $68,519 | $7,274 | $1,455iApproximate average salary by contribution assumption: employee only about $36,370 at 4% or $24,247 at 6%; with 50% employer match about $24,247 at 4% or $16,164 at 6%; with 100% employer match about $18,185 at 4% or $12,123 at 6%. |
| H Morton Bertram III MD Pa | - | 5 | $68,519 | $7,274 | $1,455iApproximate average salary by contribution assumption: employee only about $36,370 at 4% or $24,247 at 6%; with 50% employer match about $24,247 at 4% or $16,164 at 6%; with 100% employer match about $18,185 at 4% or $12,123 at 6%. |
| 2005 | 1 | 0 | $0 | $13,276 | - |
| H MORTON BERTRAM, III MD PA 401K PROFIT SHARING PLAN | - | 0 | - | $13,276 | - |