Kirkpatrick and Bertrand PC
Plan context: Kirkpatrick and Bertrand PC Ps Plan
EIN 84-0857576 • Centennial, CO • 23 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$67,812
2023 Contributions
$23,626
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 | 1 | 1 | $67,812 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 1 | $67,812 | $0 | - |
| 2022 | 1 | 4 | $62,878 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 4 | $62,878 | - | - |
| 2021 | 1 | 4 | $296,496 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 4 | $296,496 | - | - |
| 2020 | 1 | 5 | $302,529 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 5 | $302,529 | - | - |
| 2019 | 1 | 6 | $839,596 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 6 | $839,596 | - | - |
| 2018 | 1 | 12 | $772,854 | $23,626 | $1,969iApproximate average salary by contribution assumption: employee only about $49,221 at 4% or $32,814 at 6%; with 50% employer match about $32,814 at 4% or $21,876 at 6%; with 100% employer match about $24,610 at 4% or $16,407 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 12 | $772,854 | $23,626 | $1,969iApproximate average salary by contribution assumption: employee only about $49,221 at 4% or $32,814 at 6%; with 50% employer match about $32,814 at 4% or $21,876 at 6%; with 100% employer match about $24,610 at 4% or $16,407 at 6%. |
| 2017 | 1 | 12 | $854,235 | $29,937 | $2,495iApproximate average salary by contribution assumption: employee only about $62,369 at 4% or $41,579 at 6%; with 50% employer match about $41,579 at 4% or $27,719 at 6%; with 100% employer match about $31,184 at 4% or $20,790 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 12 | $854,235 | $29,937 | $2,495iApproximate average salary by contribution assumption: employee only about $62,369 at 4% or $41,579 at 6%; with 50% employer match about $41,579 at 4% or $27,719 at 6%; with 100% employer match about $31,184 at 4% or $20,790 at 6%. |
| 2016 | 1 | 11 | $723,337 | $31,731 | $2,885iApproximate average salary by contribution assumption: employee only about $72,116 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,052 at 6%; with 100% employer match about $36,058 at 4% or $24,039 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 11 | $723,337 | $31,731 | $2,885iApproximate average salary by contribution assumption: employee only about $72,116 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,052 at 6%; with 100% employer match about $36,058 at 4% or $24,039 at 6%. |
| 2015 | 1 | 5 | $684,359 | $31,660 | $6,332iApproximate average salary by contribution assumption: employee only about $158,300 at 4% or $105,533 at 6%; with 50% employer match about $105,533 at 4% or $70,356 at 6%; with 100% employer match about $79,150 at 4% or $52,767 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 5 | $684,359 | $31,660 | $6,332iApproximate average salary by contribution assumption: employee only about $158,300 at 4% or $105,533 at 6%; with 50% employer match about $105,533 at 4% or $70,356 at 6%; with 100% employer match about $79,150 at 4% or $52,767 at 6%. |
| 2014 | 1 | 7 | $685,888 | $33,633 | $4,805iApproximate average salary by contribution assumption: employee only about $120,118 at 4% or $80,079 at 6%; with 50% employer match about $80,079 at 4% or $53,386 at 6%; with 100% employer match about $60,059 at 4% or $40,039 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 7 | $685,888 | $33,633 | $4,805iApproximate average salary by contribution assumption: employee only about $120,118 at 4% or $80,079 at 6%; with 50% employer match about $80,079 at 4% or $53,386 at 6%; with 100% employer match about $60,059 at 4% or $40,039 at 6%. |
| 2013 | 1 | 10 | $625,258 | $39,798 | $3,980iApproximate average salary by contribution assumption: employee only about $99,495 at 4% or $66,330 at 6%; with 50% employer match about $66,330 at 4% or $44,220 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 10 | $625,258 | $39,798 | $3,980iApproximate average salary by contribution assumption: employee only about $99,495 at 4% or $66,330 at 6%; with 50% employer match about $66,330 at 4% or $44,220 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%. |
| 2012 | 1 | 10 | $712,684 | $41,710 | $4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 10 | $712,684 | $41,710 | $4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%. |
| 2011 | 1 | 12 | $745,952 | $102,395 | $8,533iApproximate average salary by contribution assumption: employee only about $213,323 at 4% or $142,215 at 6%; with 50% employer match about $142,215 at 4% or $94,810 at 6%; with 100% employer match about $106,661 at 4% or $71,108 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 12 | $745,952 | $102,395 | $8,533iApproximate average salary by contribution assumption: employee only about $213,323 at 4% or $142,215 at 6%; with 50% employer match about $142,215 at 4% or $94,810 at 6%; with 100% employer match about $106,661 at 4% or $71,108 at 6%. |
| 2010 | 1 | 20 | $1,026,129 | $158,070 | $7,904iApproximate average salary by contribution assumption: employee only about $197,588 at 4% or $131,725 at 6%; with 50% employer match about $131,725 at 4% or $87,817 at 6%; with 100% employer match about $98,794 at 4% or $65,863 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 20 | $1,026,129 | $158,070 | $7,904iApproximate average salary by contribution assumption: employee only about $197,588 at 4% or $131,725 at 6%; with 50% employer match about $131,725 at 4% or $87,817 at 6%; with 100% employer match about $98,794 at 4% or $65,863 at 6%. |
| 2009 | 1 | 17 | $912,663 | $150,897 | $8,876iApproximate average salary by contribution assumption: employee only about $221,907 at 4% or $147,938 at 6%; with 50% employer match about $147,938 at 4% or $98,625 at 6%; with 100% employer match about $110,954 at 4% or $73,969 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 17 | $912,663 | $150,897 | $8,876iApproximate average salary by contribution assumption: employee only about $221,907 at 4% or $147,938 at 6%; with 50% employer match about $147,938 at 4% or $98,625 at 6%; with 100% employer match about $110,954 at 4% or $73,969 at 6%. |
| 2008 | 1 | 16 | $0 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 16 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $356,976 | $79,355 | $11,336iApproximate average salary by contribution assumption: employee only about $283,411 at 4% or $188,940 at 6%; with 50% employer match about $188,940 at 4% or $125,960 at 6%; with 100% employer match about $141,705 at 4% or $94,470 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 7 | $356,976 | $79,355 | $11,336iApproximate average salary by contribution assumption: employee only about $283,411 at 4% or $188,940 at 6%; with 50% employer match about $188,940 at 4% or $125,960 at 6%; with 100% employer match about $141,705 at 4% or $94,470 at 6%. |
| 2005 | 1 | 7 | $309,502 | $77,738 | $11,105iApproximate average salary by contribution assumption: employee only about $277,636 at 4% or $185,090 at 6%; with 50% employer match about $185,090 at 4% or $123,394 at 6%; with 100% employer match about $138,818 at 4% or $92,545 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 7 | $309,502 | $77,738 | $11,105iApproximate average salary by contribution assumption: employee only about $277,636 at 4% or $185,090 at 6%; with 50% employer match about $185,090 at 4% or $123,394 at 6%; with 100% employer match about $138,818 at 4% or $92,545 at 6%. |
| 2004 | 1 | 6 | $219,153 | $53,512 | $8,919iApproximate average salary by contribution assumption: employee only about $222,967 at 4% or $148,644 at 6%; with 50% employer match about $148,644 at 4% or $99,096 at 6%; with 100% employer match about $111,483 at 4% or $74,322 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 6 | $219,153 | $53,512 | $8,919iApproximate average salary by contribution assumption: employee only about $222,967 at 4% or $148,644 at 6%; with 50% employer match about $148,644 at 4% or $99,096 at 6%; with 100% employer match about $111,483 at 4% or $74,322 at 6%. |
| 2003 | 1 | 7 | $179,900 | $24,906 | $3,558iApproximate average salary by contribution assumption: employee only about $88,950 at 4% or $59,300 at 6%; with 50% employer match about $59,300 at 4% or $39,533 at 6%; with 100% employer match about $44,475 at 4% or $29,650 at 6%. |
| Kirkpatrick and Bertrand PC Ps Plan | - | 7 | $179,900 | $24,906 | $3,558iApproximate average salary by contribution assumption: employee only about $88,950 at 4% or $59,300 at 6%; with 50% employer match about $59,300 at 4% or $39,533 at 6%; with 100% employer match about $44,475 at 4% or $29,650 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 8 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Kirkpatrick and Bertrand PC Ps Plan | - | 0 | - | - | - |