Edward R. Bertholet & Assoc. Inc.
Plan context: Edward R. Bertholet & Assoc. Inc. Pension Plan
EIN 62-1507515 • 8 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$371,309
2007 Contributions
$25,297
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 2 | $0 | $0 | - |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $371,309 | $25,297 | $8,432iApproximate average salary by contribution assumption: employee only about $210,808 at 4% or $140,539 at 6%; with 50% employer match about $140,539 at 4% or $93,693 at 6%; with 100% employer match about $105,404 at 4% or $70,269 at 6%. |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 3 | $371,309 | $25,297 | $8,432iApproximate average salary by contribution assumption: employee only about $210,808 at 4% or $140,539 at 6%; with 50% employer match about $140,539 at 4% or $93,693 at 6%; with 100% employer match about $105,404 at 4% or $70,269 at 6%. |
| 2005 | 1 | 3 | $0 | $0 | - |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 3 | - | - | - |
| 2003 | 1 | 4 | $241,367 | $39,488 | $9,872iApproximate average salary by contribution assumption: employee only about $246,800 at 4% or $164,533 at 6%; with 50% employer match about $164,533 at 4% or $109,689 at 6%; with 100% employer match about $123,400 at 4% or $82,267 at 6%. |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 4 | $241,367 | $39,488 | $9,872iApproximate average salary by contribution assumption: employee only about $246,800 at 4% or $164,533 at 6%; with 50% employer match about $164,533 at 4% or $109,689 at 6%; with 100% employer match about $123,400 at 4% or $82,267 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 2 | $530,483 | $26,294 | $13,147iApproximate average salary by contribution assumption: employee only about $328,675 at 4% or $219,117 at 6%; with 50% employer match about $219,117 at 4% or $146,078 at 6%; with 100% employer match about $164,338 at 4% or $109,558 at 6%. |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 2 | $530,483 | $26,294 | $13,147iApproximate average salary by contribution assumption: employee only about $328,675 at 4% or $219,117 at 6%; with 50% employer match about $219,117 at 4% or $146,078 at 6%; with 100% employer match about $164,338 at 4% or $109,558 at 6%. |
| 1999 | 1 | 2 | $588,787 | $17,027 | $8,514iApproximate average salary by contribution assumption: employee only about $212,838 at 4% or $141,892 at 6%; with 50% employer match about $141,892 at 4% or $94,594 at 6%; with 100% employer match about $106,419 at 4% or $70,946 at 6%. |
| Edward R. Bertholet & Assoc. Inc. Pension Plan | - | 2 | $588,787 | $17,027 | $8,514iApproximate average salary by contribution assumption: employee only about $212,838 at 4% or $141,892 at 6%; with 50% employer match about $141,892 at 4% or $94,594 at 6%; with 100% employer match about $106,419 at 4% or $70,946 at 6%. |