Civic Intelligence

Bertram, Mckee & Associates Inc

Plan context: Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan

EIN 75-2379786 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$10,467

2007 Contributions

$3,092

Historical Graphs

Total Assets Over Time

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

$257,851$128,926$0199920032006YearValue
$10,467Latest year 2006

Participants Over Time

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

31160199920012002YearValue
8Latest year 2002

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
200710$0$0-
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-0---
200610$10,467$0-
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-0$10,467--
200510$17,729$0-
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-0$17,729--
200410$17,405$0-
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-0$17,405--
200310$124,804$3,092-
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-0$124,804$3,092-
200218$124,854$18,956$2,370iApproximate average salary by contribution assumption: employee only about $59,238 at 4% or $39,492 at 6%; with 50% employer match about $39,492 at 4% or $26,328 at 6%; with 100% employer match about $29,619 at 4% or $19,746 at 6%.
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-8$124,854$18,956$2,370iApproximate average salary by contribution assumption: employee only about $59,238 at 4% or $39,492 at 6%; with 50% employer match about $39,492 at 4% or $26,328 at 6%; with 100% employer match about $29,619 at 4% or $19,746 at 6%.
2001115$190,273$31,235$2,082iApproximate average salary by contribution assumption: employee only about $52,058 at 4% or $34,706 at 6%; with 50% employer match about $34,706 at 4% or $23,137 at 6%; with 100% employer match about $26,029 at 4% or $17,353 at 6%.
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-15$190,273$31,235$2,082iApproximate average salary by contribution assumption: employee only about $52,058 at 4% or $34,706 at 6%; with 50% employer match about $34,706 at 4% or $23,137 at 6%; with 100% employer match about $26,029 at 4% or $17,353 at 6%.
2000120$257,851$60,547$3,027iApproximate average salary by contribution assumption: employee only about $75,684 at 4% or $50,456 at 6%; with 50% employer match about $50,456 at 4% or $33,637 at 6%; with 100% employer match about $37,842 at 4% or $25,228 at 6%.
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-20$257,851$60,547$3,027iApproximate average salary by contribution assumption: employee only about $75,684 at 4% or $50,456 at 6%; with 50% employer match about $50,456 at 4% or $33,637 at 6%; with 100% employer match about $37,842 at 4% or $25,228 at 6%.
1999131$256,653$21,627$698iApproximate average salary by contribution assumption: employee only about $17,441 at 4% or $11,627 at 6%; with 50% employer match about $11,627 at 4% or $7,752 at 6%; with 100% employer match about $8,721 at 4% or $5,814 at 6%.
Bertram, Mckee & Associates Inc. 401K Profit Sharing Plan-31$256,653$21,627$698iApproximate average salary by contribution assumption: employee only about $17,441 at 4% or $11,627 at 6%; with 50% employer match about $11,627 at 4% or $7,752 at 6%; with 100% employer match about $8,721 at 4% or $5,814 at 6%.