Civic Intelligence

John E Bertini Jr, MD, Pa

Plan context: John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru

EIN 76-0341442 • Houston, TX • 28 filings • 5 plans

1200 Binz StSte 460Houston, TX 77004
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$258,781

2025 Contributions

$222,288

Historical Graphs

Total Assets Over Time

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

$7,601,683$3,800,842$0199920122025YearValue
$258,781Latest year 2025

Participants Over Time

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

24120199920112025YearValue
13Latest year 2025

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
2025113$258,781$222,288$17,099iApproximate average salary by contribution assumption: employee only about $427,477 at 4% or $284,985 at 6%; with 50% employer match about $284,985 at 4% or $189,990 at 6%; with 100% employer match about $213,738 at 4% or $142,492 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-13$258,781$222,288$17,099iApproximate average salary by contribution assumption: employee only about $427,477 at 4% or $284,985 at 6%; with 50% employer match about $284,985 at 4% or $189,990 at 6%; with 100% employer match about $213,738 at 4% or $142,492 at 6%.
2024111$6,988$7,309$664iApproximate average salary by contribution assumption: employee only about $16,611 at 4% or $11,074 at 6%; with 50% employer match about $11,074 at 4% or $7,383 at 6%; with 100% employer match about $8,306 at 4% or $5,537 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-11$6,988$7,309$664iApproximate average salary by contribution assumption: employee only about $16,611 at 4% or $11,074 at 6%; with 50% employer match about $11,074 at 4% or $7,383 at 6%; with 100% employer match about $8,306 at 4% or $5,537 at 6%.
202210$0$0-
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-0$0$0-
2021121$7,601,683$0-
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-21$7,601,683$0-
2020122$6,293,815$24,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-22$6,293,815$24,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
2019124$5,778,706$24,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-24$5,778,706$24,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
2018124$4,743,744$24,032$1,001iApproximate average salary by contribution assumption: employee only about $25,033 at 4% or $16,689 at 6%; with 50% employer match about $16,689 at 4% or $11,126 at 6%; with 100% employer match about $12,517 at 4% or $8,344 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-24$4,743,744$24,032$1,001iApproximate average salary by contribution assumption: employee only about $25,033 at 4% or $16,689 at 6%; with 50% employer match about $16,689 at 4% or $11,126 at 6%; with 100% employer match about $12,517 at 4% or $8,344 at 6%.
2017121$4,934,771$22,851$1,088iApproximate average salary by contribution assumption: employee only about $27,204 at 4% or $18,136 at 6%; with 50% employer match about $18,136 at 4% or $12,090 at 6%; with 100% employer match about $13,602 at 4% or $9,068 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-21$4,934,771$22,851$1,088iApproximate average salary by contribution assumption: employee only about $27,204 at 4% or $18,136 at 6%; with 50% employer match about $18,136 at 4% or $12,090 at 6%; with 100% employer match about $13,602 at 4% or $9,068 at 6%.
2016120$4,499,000$24,000$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-20$4,499,000$24,000$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
2015121$4,090,643$24,000$1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-21$4,090,643$24,000$1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
2014122$4,186,517$24,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-22$4,186,517$24,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
2013120$3,948,905$48,504$2,425iApproximate average salary by contribution assumption: employee only about $60,630 at 4% or $40,420 at 6%; with 50% employer match about $40,420 at 4% or $26,947 at 6%; with 100% employer match about $30,315 at 4% or $20,210 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-20$3,948,905$48,504$2,425iApproximate average salary by contribution assumption: employee only about $60,630 at 4% or $40,420 at 6%; with 50% employer match about $40,420 at 4% or $26,947 at 6%; with 100% employer match about $30,315 at 4% or $20,210 at 6%.
2012117$3,275,419$99,457$5,850iApproximate average salary by contribution assumption: employee only about $146,260 at 4% or $97,507 at 6%; with 50% employer match about $97,507 at 4% or $65,005 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-17$3,275,419$99,457$5,850iApproximate average salary by contribution assumption: employee only about $146,260 at 4% or $97,507 at 6%; with 50% employer match about $97,507 at 4% or $65,005 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%.
2011116$2,897,245$107,348$6,709iApproximate average salary by contribution assumption: employee only about $167,731 at 4% or $111,821 at 6%; with 50% employer match about $111,821 at 4% or $74,547 at 6%; with 100% employer match about $83,866 at 4% or $55,910 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-16$2,897,245$107,348$6,709iApproximate average salary by contribution assumption: employee only about $167,731 at 4% or $111,821 at 6%; with 50% employer match about $111,821 at 4% or $74,547 at 6%; with 100% employer match about $83,866 at 4% or $55,910 at 6%.
2010114$2,669,082$109,952$7,854iApproximate average salary by contribution assumption: employee only about $196,343 at 4% or $130,895 at 6%; with 50% employer match about $130,895 at 4% or $87,263 at 6%; with 100% employer match about $98,171 at 4% or $65,448 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-14$2,669,082$109,952$7,854iApproximate average salary by contribution assumption: employee only about $196,343 at 4% or $130,895 at 6%; with 50% employer match about $130,895 at 4% or $87,263 at 6%; with 100% employer match about $98,171 at 4% or $65,448 at 6%.
2009115$2,321,040$100,769$6,718iApproximate average salary by contribution assumption: employee only about $167,948 at 4% or $111,966 at 6%; with 50% employer match about $111,966 at 4% or $74,644 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-15$2,321,040$100,769$6,718iApproximate average salary by contribution assumption: employee only about $167,948 at 4% or $111,966 at 6%; with 50% employer match about $111,966 at 4% or $74,644 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
200814$1,870,405$99,334$24,834iApproximate average salary by contribution assumption: employee only about $620,838 at 4% or $413,892 at 6%; with 50% employer match about $413,892 at 4% or $275,928 at 6%; with 100% employer match about $310,419 at 4% or $206,946 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-4$1,870,405$99,334$24,834iApproximate average salary by contribution assumption: employee only about $620,838 at 4% or $413,892 at 6%; with 50% employer match about $413,892 at 4% or $275,928 at 6%; with 100% employer match about $310,419 at 4% or $206,946 at 6%.
200728$0$0-
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-8---
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-8---
200618$2,161,355$97,625$12,203iApproximate average salary by contribution assumption: employee only about $305,078 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,693 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-8$2,161,355$97,625$12,203iApproximate average salary by contribution assumption: employee only about $305,078 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,693 at 6%.
2005110$1,872,160$94,038$9,404iApproximate average salary by contribution assumption: employee only about $235,095 at 4% or $156,730 at 6%; with 50% employer match about $156,730 at 4% or $104,487 at 6%; with 100% employer match about $117,547 at 4% or $78,365 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-10$1,872,160$94,038$9,404iApproximate average salary by contribution assumption: employee only about $235,095 at 4% or $156,730 at 6%; with 50% employer match about $156,730 at 4% or $104,487 at 6%; with 100% employer match about $117,547 at 4% or $78,365 at 6%.
200419$1,741,371$92,114$10,235iApproximate average salary by contribution assumption: employee only about $255,872 at 4% or $170,581 at 6%; with 50% employer match about $170,581 at 4% or $113,721 at 6%; with 100% employer match about $127,936 at 4% or $85,291 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-9$1,741,371$92,114$10,235iApproximate average salary by contribution assumption: employee only about $255,872 at 4% or $170,581 at 6%; with 50% employer match about $170,581 at 4% or $113,721 at 6%; with 100% employer match about $127,936 at 4% or $85,291 at 6%.
2003111$1,546,221$114,741$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-11$1,546,221$114,741$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
2002110$1,235,538$114,381$11,438iApproximate average salary by contribution assumption: employee only about $285,953 at 4% or $190,635 at 6%; with 50% employer match about $190,635 at 4% or $127,090 at 6%; with 100% employer match about $142,976 at 4% or $95,318 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-10$1,235,538$114,381$11,438iApproximate average salary by contribution assumption: employee only about $285,953 at 4% or $190,635 at 6%; with 50% employer match about $190,635 at 4% or $127,090 at 6%; with 100% employer match about $142,976 at 4% or $95,318 at 6%.
2001110$1,208,435$82,403$8,240iApproximate average salary by contribution assumption: employee only about $206,007 at 4% or $137,338 at 6%; with 50% employer match about $137,338 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-10$1,208,435$82,403$8,240iApproximate average salary by contribution assumption: employee only about $206,007 at 4% or $137,338 at 6%; with 50% employer match about $137,338 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
200027$1,797,291$66,242$9,463iApproximate average salary by contribution assumption: employee only about $236,579 at 4% or $157,719 at 6%; with 50% employer match about $157,719 at 4% or $105,146 at 6%; with 100% employer match about $118,289 at 4% or $78,860 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-7$1,343,654$66,242$9,463iApproximate average salary by contribution assumption: employee only about $236,579 at 4% or $157,719 at 6%; with 50% employer match about $157,719 at 4% or $105,146 at 6%; with 100% employer match about $118,289 at 4% or $78,860 at 6%.
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-2$453,637--
199912$529,904$0-
John E Bertini Jr M.D., P.A 401(K) Profit Sharing Plan & Tru-2$529,904--