Marcelle Bertrand, M.D.
Plan context: Marcelle Bertrand, M.D. Profit Sharing Plan and Trust
EIN 65-0356335 • Jupiter, FL • 12 filings • 4 plans
Current Snapshot
Latest Year
2012
2012 Participants
2
2012 Assets
$726,955
2012 Contributions
$27,736
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $27,736 | - |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 0 | $0 | $27,736 | - |
| 2011 | 1 | 2 | $726,955 | $45,237 | $22,619iApproximate average salary by contribution assumption: employee only about $565,463 at 4% or $376,975 at 6%; with 50% employer match about $376,975 at 4% or $251,317 at 6%; with 100% employer match about $282,731 at 4% or $188,488 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 2 | $726,955 | $45,237 | $22,619iApproximate average salary by contribution assumption: employee only about $565,463 at 4% or $376,975 at 6%; with 50% employer match about $376,975 at 4% or $251,317 at 6%; with 100% employer match about $282,731 at 4% or $188,488 at 6%. |
| 2008 | 1 | 1 | $507,274 | $40,500 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $507,274 | $40,500 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| 2007 | 1 | 1 | $629,122 | $40,900 | $40,900iApproximate average salary by contribution assumption: employee only about $1,022,500 at 4% or $681,667 at 6%; with 50% employer match about $681,667 at 4% or $454,444 at 6%; with 100% employer match about $511,250 at 4% or $340,833 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $629,122 | $40,900 | $40,900iApproximate average salary by contribution assumption: employee only about $1,022,500 at 4% or $681,667 at 6%; with 50% employer match about $681,667 at 4% or $454,444 at 6%; with 100% employer match about $511,250 at 4% or $340,833 at 6%. |
| 2006 | 1 | 2 | $531,271 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 2 | $531,271 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2005 | 1 | 1 | $427,513 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $427,513 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2004 | 1 | 1 | $365,425 | $35,693 | $35,693iApproximate average salary by contribution assumption: employee only about $892,325 at 4% or $594,883 at 6%; with 50% employer match about $594,883 at 4% or $396,589 at 6%; with 100% employer match about $446,163 at 4% or $297,442 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $365,425 | $35,693 | $35,693iApproximate average salary by contribution assumption: employee only about $892,325 at 4% or $594,883 at 6%; with 50% employer match about $594,883 at 4% or $396,589 at 6%; with 100% employer match about $446,163 at 4% or $297,442 at 6%. |
| 2003 | 1 | 1 | $305,900 | $32,048 | $32,048iApproximate average salary by contribution assumption: employee only about $801,200 at 4% or $534,133 at 6%; with 50% employer match about $534,133 at 4% or $356,089 at 6%; with 100% employer match about $400,600 at 4% or $267,067 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $305,900 | $32,048 | $32,048iApproximate average salary by contribution assumption: employee only about $801,200 at 4% or $534,133 at 6%; with 50% employer match about $534,133 at 4% or $356,089 at 6%; with 100% employer match about $400,600 at 4% or $267,067 at 6%. |
| 2002 | 1 | 1 | $232,042 | $37,346 | $37,346iApproximate average salary by contribution assumption: employee only about $933,650 at 4% or $622,433 at 6%; with 50% employer match about $622,433 at 4% or $414,956 at 6%; with 100% employer match about $466,825 at 4% or $311,217 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $232,042 | $37,346 | $37,346iApproximate average salary by contribution assumption: employee only about $933,650 at 4% or $622,433 at 6%; with 50% employer match about $622,433 at 4% or $414,956 at 6%; with 100% employer match about $466,825 at 4% or $311,217 at 6%. |
| 2001 | 1 | 1 | $234,437 | $24,224 | $24,224iApproximate average salary by contribution assumption: employee only about $605,600 at 4% or $403,733 at 6%; with 50% employer match about $403,733 at 4% or $269,156 at 6%; with 100% employer match about $302,800 at 4% or $201,867 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 1 | $234,437 | $24,224 | $24,224iApproximate average salary by contribution assumption: employee only about $605,600 at 4% or $403,733 at 6%; with 50% employer match about $403,733 at 4% or $269,156 at 6%; with 100% employer match about $302,800 at 4% or $201,867 at 6%. |
| 2000 | 1 | 2 | $240,159 | $23,560 | $11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 2 | $240,159 | $23,560 | $11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%. |
| 1999 | 1 | 2 | $235,303 | $24,696 | $12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%. |
| Marcelle Bertrand, M.D. Profit Sharing Plan and Trust | - | 2 | $235,303 | $24,696 | $12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%. |