ZACKERY BERTRAND - FINANCIAL PLANNER
Plan context: ZACKERY BERTRAND 401(K) PLAN
EIN 61-6640468 • LA Jolla, CA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$114,875
2025 Contributions
$64,757
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $114,875 | $64,757 | $16,189iApproximate average salary by contribution assumption: employee only about $404,731 at 4% or $269,821 at 6%; with 50% employer match about $269,821 at 4% or $179,881 at 6%; with 100% employer match about $202,366 at 4% or $134,910 at 6%. |
| ZACKERY BERTRAND 401(K) PLAN | - | 4 | $114,875 | $64,757 | $16,189iApproximate average salary by contribution assumption: employee only about $404,731 at 4% or $269,821 at 6%; with 50% employer match about $269,821 at 4% or $179,881 at 6%; with 100% employer match about $202,366 at 4% or $134,910 at 6%. |
| 2024 | 1 | 3 | $40,293 | $38,637 | $12,879iApproximate average salary by contribution assumption: employee only about $321,975 at 4% or $214,650 at 6%; with 50% employer match about $214,650 at 4% or $143,100 at 6%; with 100% employer match about $160,988 at 4% or $107,325 at 6%. |
| ZACKERY BERTRAND 401(K) PLAN | - | 3 | $40,293 | $38,637 | $12,879iApproximate average salary by contribution assumption: employee only about $321,975 at 4% or $214,650 at 6%; with 50% employer match about $214,650 at 4% or $143,100 at 6%; with 100% employer match about $160,988 at 4% or $107,325 at 6%. |