Civic Intelligence

BERTCH ASSOCIATES INC

Plan context: BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 81-2343934 • Cottonwood Heights, UT • 9 filings • 2 plans

7070 S 2300 E Ste 100Cottonwood Heights, UT 84121-3919
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$692,586

2025 Contributions

$91,648

Historical Graphs

Total Assets Over Time

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

$936,166$468,083$0201720212025YearValue
$692,586Latest year 2025

Participants Over Time

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

950201720212025YearValue
9Latest 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
202519$692,586$91,648$10,183iApproximate average salary by contribution assumption: employee only about $254,578 at 4% or $169,719 at 6%; with 50% employer match about $169,719 at 4% or $113,146 at 6%; with 100% employer match about $127,289 at 4% or $84,859 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-9$692,586$91,648$10,183iApproximate average salary by contribution assumption: employee only about $254,578 at 4% or $169,719 at 6%; with 50% employer match about $169,719 at 4% or $113,146 at 6%; with 100% employer match about $127,289 at 4% or $84,859 at 6%.
202419$504,654$94,728$10,525iApproximate average salary by contribution assumption: employee only about $263,133 at 4% or $175,422 at 6%; with 50% employer match about $175,422 at 4% or $116,948 at 6%; with 100% employer match about $131,567 at 4% or $87,711 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-9$504,654$94,728$10,525iApproximate average salary by contribution assumption: employee only about $263,133 at 4% or $175,422 at 6%; with 50% employer match about $175,422 at 4% or $116,948 at 6%; with 100% employer match about $131,567 at 4% or $87,711 at 6%.
202318$936,166$91,460$11,433iApproximate average salary by contribution assumption: employee only about $285,813 at 4% or $190,542 at 6%; with 50% employer match about $190,542 at 4% or $127,028 at 6%; with 100% employer match about $142,906 at 4% or $95,271 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-8$936,166$91,460$11,433iApproximate average salary by contribution assumption: employee only about $285,813 at 4% or $190,542 at 6%; with 50% employer match about $190,542 at 4% or $127,028 at 6%; with 100% employer match about $142,906 at 4% or $95,271 at 6%.
202218$682,834$75,692$9,462iApproximate average salary by contribution assumption: employee only about $236,538 at 4% or $157,692 at 6%; with 50% employer match about $157,692 at 4% or $105,128 at 6%; with 100% employer match about $118,269 at 4% or $78,846 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-8$682,834$75,692$9,462iApproximate average salary by contribution assumption: employee only about $236,538 at 4% or $157,692 at 6%; with 50% employer match about $157,692 at 4% or $105,128 at 6%; with 100% employer match about $118,269 at 4% or $78,846 at 6%.
202116$709,200$51,696$8,616iApproximate average salary by contribution assumption: employee only about $215,400 at 4% or $143,600 at 6%; with 50% employer match about $143,600 at 4% or $95,733 at 6%; with 100% employer match about $107,700 at 4% or $71,800 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-6$709,200$51,696$8,616iApproximate average salary by contribution assumption: employee only about $215,400 at 4% or $143,600 at 6%; with 50% employer match about $143,600 at 4% or $95,733 at 6%; with 100% employer match about $107,700 at 4% or $71,800 at 6%.
202015$561,514$40,093$8,019iApproximate average salary by contribution assumption: employee only about $200,465 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,096 at 6%; with 100% employer match about $100,233 at 4% or $66,822 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-5$561,514$40,093$8,019iApproximate average salary by contribution assumption: employee only about $200,465 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,096 at 6%; with 100% employer match about $100,233 at 4% or $66,822 at 6%.
201915$562,046$60,614$12,123iApproximate average salary by contribution assumption: employee only about $303,070 at 4% or $202,047 at 6%; with 50% employer match about $202,047 at 4% or $134,698 at 6%; with 100% employer match about $151,535 at 4% or $101,023 at 6%.
BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-5$562,046$60,614$12,123iApproximate average salary by contribution assumption: employee only about $303,070 at 4% or $202,047 at 6%; with 50% employer match about $202,047 at 4% or $134,698 at 6%; with 100% employer match about $151,535 at 4% or $101,023 at 6%.
201816$393,151$414,495$69,083iApproximate average salary by contribution assumption: employee only about $1,727,063 at 4% or $1,151,375 at 6%; with 50% employer match about $1,151,375 at 4% or $767,583 at 6%; with 100% employer match about $863,531 at 4% or $575,688 at 6%.
BERTCH ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-6$393,151$414,495$69,083iApproximate average salary by contribution assumption: employee only about $1,727,063 at 4% or $1,151,375 at 6%; with 50% employer match about $1,151,375 at 4% or $767,583 at 6%; with 100% employer match about $863,531 at 4% or $575,688 at 6%.
201713$3,499$3,488$1,163iApproximate average salary by contribution assumption: employee only about $29,067 at 4% or $19,378 at 6%; with 50% employer match about $19,378 at 4% or $12,919 at 6%; with 100% employer match about $14,533 at 4% or $9,689 at 6%.
BERTCH ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-3$3,499$3,488$1,163iApproximate average salary by contribution assumption: employee only about $29,067 at 4% or $19,378 at 6%; with 50% employer match about $19,378 at 4% or $12,919 at 6%; with 100% employer match about $14,533 at 4% or $9,689 at 6%.