Edward J Bertagnolli, Dds PC
Plan context: Edward J Bertagnolli, Dds PC Profit Sharing Plan
EIN 84-0713632 • Westminster, CO • 35 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
9
2023 Assets
$4,357,112
2023 Contributions
$252,711
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 9 | $4,357,112 | $252,711 | $28,079iApproximate average salary by contribution assumption: employee only about $701,975 at 4% or $467,983 at 6%; with 50% employer match about $467,983 at 4% or $311,989 at 6%; with 100% employer match about $350,988 at 4% or $233,992 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 9 | $3,592,525 | $93,361 | $10,373iApproximate average salary by contribution assumption: employee only about $259,336 at 4% or $172,891 at 6%; with 50% employer match about $172,891 at 4% or $115,260 at 6%; with 100% employer match about $129,668 at 4% or $86,445 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $764,587 | $159,350 | $31,870iApproximate average salary by contribution assumption: employee only about $796,750 at 4% or $531,167 at 6%; with 50% employer match about $531,167 at 4% or $354,111 at 6%; with 100% employer match about $398,375 at 4% or $265,583 at 6%. |
| 2022 | 2 | 9 | $3,769,385 | $239,443 | $26,605iApproximate average salary by contribution assumption: employee only about $665,119 at 4% or $443,413 at 6%; with 50% employer match about $443,413 at 4% or $295,609 at 6%; with 100% employer match about $332,560 at 4% or $221,706 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 9 | $3,203,243 | $171,643 | $19,071iApproximate average salary by contribution assumption: employee only about $476,786 at 4% or $317,857 at 6%; with 50% employer match about $317,857 at 4% or $211,905 at 6%; with 100% employer match about $238,393 at 4% or $158,929 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $566,142 | $67,800 | $13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%. |
| 2021 | 2 | 9 | $4,235,723 | $230,946 | $25,661iApproximate average salary by contribution assumption: employee only about $641,517 at 4% or $427,678 at 6%; with 50% employer match about $427,678 at 4% or $285,119 at 6%; with 100% employer match about $320,758 at 4% or $213,839 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 9 | $3,753,064 | $164,046 | $18,227iApproximate average salary by contribution assumption: employee only about $455,683 at 4% or $303,789 at 6%; with 50% employer match about $303,789 at 4% or $202,526 at 6%; with 100% employer match about $227,842 at 4% or $151,894 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $482,659 | $66,900 | $13,380iApproximate average salary by contribution assumption: employee only about $334,500 at 4% or $223,000 at 6%; with 50% employer match about $223,000 at 4% or $148,667 at 6%; with 100% employer match about $167,250 at 4% or $111,500 at 6%. |
| 2020 | 2 | 9 | $5,503,563 | $235,951 | $26,217iApproximate average salary by contribution assumption: employee only about $655,419 at 4% or $436,946 at 6%; with 50% employer match about $436,946 at 4% or $291,298 at 6%; with 100% employer match about $327,710 at 4% or $218,473 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 9 | $5,049,015 | $169,451 | $18,828iApproximate average salary by contribution assumption: employee only about $470,697 at 4% or $313,798 at 6%; with 50% employer match about $313,798 at 4% or $209,199 at 6%; with 100% employer match about $235,349 at 4% or $156,899 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $454,548 | $66,500 | $13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%. |
| 2019 | 2 | 8 | $4,599,477 | $237,130 | $29,641iApproximate average salary by contribution assumption: employee only about $741,031 at 4% or $494,021 at 6%; with 50% employer match about $494,021 at 4% or $329,347 at 6%; with 100% employer match about $370,516 at 4% or $247,010 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 8 | $4,245,161 | $170,130 | $21,266iApproximate average salary by contribution assumption: employee only about $531,656 at 4% or $354,438 at 6%; with 50% employer match about $354,438 at 4% or $236,292 at 6%; with 100% employer match about $265,828 at 4% or $177,219 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $354,316 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2018 | 2 | 11 | $4,188,624 | $239,084 | $21,735iApproximate average salary by contribution assumption: employee only about $543,373 at 4% or $362,248 at 6%; with 50% employer match about $362,248 at 4% or $241,499 at 6%; with 100% employer match about $271,686 at 4% or $181,124 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 11 | $3,910,087 | $172,084 | $15,644iApproximate average salary by contribution assumption: employee only about $391,100 at 4% or $260,733 at 6%; with 50% employer match about $260,733 at 4% or $173,822 at 6%; with 100% employer match about $195,550 at 4% or $130,367 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $278,537 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2017 | 2 | 11 | $3,809,633 | $234,580 | $21,325iApproximate average salary by contribution assumption: employee only about $533,136 at 4% or $355,424 at 6%; with 50% employer match about $355,424 at 4% or $236,949 at 6%; with 100% employer match about $266,568 at 4% or $177,712 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 11 | $3,606,825 | $167,580 | $15,235iApproximate average salary by contribution assumption: employee only about $380,864 at 4% or $253,909 at 6%; with 50% employer match about $253,909 at 4% or $169,273 at 6%; with 100% employer match about $190,432 at 4% or $126,955 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $202,808 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2016 | 2 | 11 | $3,556,491 | $222,894 | $20,263iApproximate average salary by contribution assumption: employee only about $506,577 at 4% or $337,718 at 6%; with 50% employer match about $337,718 at 4% or $225,145 at 6%; with 100% employer match about $253,289 at 4% or $168,859 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 11 | $3,422,551 | $155,894 | $14,172iApproximate average salary by contribution assumption: employee only about $354,305 at 4% or $236,203 at 6%; with 50% employer match about $236,203 at 4% or $157,469 at 6%; with 100% employer match about $177,152 at 4% or $118,102 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S. , P.C. CASH BALANCE PENSION PLAN | - | 5 | $133,940 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2015 | 2 | 11 | $3,289,834 | $225,252 | $20,477iApproximate average salary by contribution assumption: employee only about $511,936 at 4% or $341,291 at 6%; with 50% employer match about $341,291 at 4% or $227,527 at 6%; with 100% employer match about $255,968 at 4% or $170,645 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 11 | $3,222,834 | $158,252 | $14,387iApproximate average salary by contribution assumption: employee only about $359,664 at 4% or $239,776 at 6%; with 50% employer match about $239,776 at 4% or $159,851 at 6%; with 100% employer match about $179,832 at 4% or $119,888 at 6%. |
| EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN | - | 5 | $67,000 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2014 | 1 | 7 | $3,085,834 | $154,826 | $22,118iApproximate average salary by contribution assumption: employee only about $552,950 at 4% or $368,633 at 6%; with 50% employer match about $368,633 at 4% or $245,756 at 6%; with 100% employer match about $276,475 at 4% or $184,317 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 7 | $3,085,834 | $154,826 | $22,118iApproximate average salary by contribution assumption: employee only about $552,950 at 4% or $368,633 at 6%; with 50% employer match about $368,633 at 4% or $245,756 at 6%; with 100% employer match about $276,475 at 4% or $184,317 at 6%. |
| 2013 | 1 | 7 | $2,898,062 | $149,802 | $21,400iApproximate average salary by contribution assumption: employee only about $535,007 at 4% or $356,671 at 6%; with 50% employer match about $356,671 at 4% or $237,781 at 6%; with 100% employer match about $267,504 at 4% or $178,336 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 7 | $2,898,062 | $149,802 | $21,400iApproximate average salary by contribution assumption: employee only about $535,007 at 4% or $356,671 at 6%; with 50% employer match about $356,671 at 4% or $237,781 at 6%; with 100% employer match about $267,504 at 4% or $178,336 at 6%. |
| 2012 | 1 | 6 | $2,606,607 | $126,069 | $21,012iApproximate average salary by contribution assumption: employee only about $525,288 at 4% or $350,192 at 6%; with 50% employer match about $350,192 at 4% or $233,461 at 6%; with 100% employer match about $262,644 at 4% or $175,096 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $2,606,607 | $126,069 | $21,012iApproximate average salary by contribution assumption: employee only about $525,288 at 4% or $350,192 at 6%; with 50% employer match about $350,192 at 4% or $233,461 at 6%; with 100% employer match about $262,644 at 4% or $175,096 at 6%. |
| 2011 | 1 | 6 | $2,323,217 | $125,610 | $20,935iApproximate average salary by contribution assumption: employee only about $523,375 at 4% or $348,917 at 6%; with 50% employer match about $348,917 at 4% or $232,611 at 6%; with 100% employer match about $261,688 at 4% or $174,458 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $2,323,217 | $125,610 | $20,935iApproximate average salary by contribution assumption: employee only about $523,375 at 4% or $348,917 at 6%; with 50% employer match about $348,917 at 4% or $232,611 at 6%; with 100% employer match about $261,688 at 4% or $174,458 at 6%. |
| 2010 | 1 | 6 | $2,385,144 | $125,666 | $20,944iApproximate average salary by contribution assumption: employee only about $523,608 at 4% or $349,072 at 6%; with 50% employer match about $349,072 at 4% or $232,715 at 6%; with 100% employer match about $261,804 at 4% or $174,536 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $2,385,144 | $125,666 | $20,944iApproximate average salary by contribution assumption: employee only about $523,608 at 4% or $349,072 at 6%; with 50% employer match about $349,072 at 4% or $232,715 at 6%; with 100% employer match about $261,804 at 4% or $174,536 at 6%. |
| 2009 | 1 | 7 | $1,953,752 | $125,770 | $17,967iApproximate average salary by contribution assumption: employee only about $449,179 at 4% or $299,452 at 6%; with 50% employer match about $299,452 at 4% or $199,635 at 6%; with 100% employer match about $224,589 at 4% or $149,726 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 7 | $1,953,752 | $125,770 | $17,967iApproximate average salary by contribution assumption: employee only about $449,179 at 4% or $299,452 at 6%; with 50% employer match about $299,452 at 4% or $199,635 at 6%; with 100% employer match about $224,589 at 4% or $149,726 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 8 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $1,884,368 | $98,537 | $16,423iApproximate average salary by contribution assumption: employee only about $410,571 at 4% or $273,714 at 6%; with 50% employer match about $273,714 at 4% or $182,476 at 6%; with 100% employer match about $205,285 at 4% or $136,857 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $1,884,368 | $98,537 | $16,423iApproximate average salary by contribution assumption: employee only about $410,571 at 4% or $273,714 at 6%; with 50% employer match about $273,714 at 4% or $182,476 at 6%; with 100% employer match about $205,285 at 4% or $136,857 at 6%. |
| 2005 | 1 | 6 | $1,633,597 | $104,068 | $17,345iApproximate average salary by contribution assumption: employee only about $433,617 at 4% or $289,078 at 6%; with 50% employer match about $289,078 at 4% or $192,719 at 6%; with 100% employer match about $216,808 at 4% or $144,539 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $1,633,597 | $104,068 | $17,345iApproximate average salary by contribution assumption: employee only about $433,617 at 4% or $289,078 at 6%; with 50% employer match about $289,078 at 4% or $192,719 at 6%; with 100% employer match about $216,808 at 4% or $144,539 at 6%. |
| 2004 | 1 | 6 | $1,943,686 | $97,800 | $16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%. |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 6 | $1,943,686 | $97,800 | $16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 5 | - | - | - |
| EDWARD J BERTAGNOLLI, DDS, PC PENSION PLAN | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| EDWARD J BERTAGNOIII DDS PC PENSION PLAN | - | 4 | - | - | - |
| Edward J Bertagnolli, Dds PC Profit Sharing Plan | - | 4 | - | - | - |