Bortz & Company Inc.
Plan context: Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan
EIN 84-1089097 • Denver, CO • 31 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$102,227
2025 Contributions
$25,485
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $25,485 | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 0 | - | $25,485 | - |
| 2024 | 1 | 4 | $102,227 | $124,580 | $31,145iApproximate average salary by contribution assumption: employee only about $778,625 at 4% or $519,083 at 6%; with 50% employer match about $519,083 at 4% or $346,056 at 6%; with 100% employer match about $389,313 at 4% or $259,542 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 4 | $102,227 | $124,580 | $31,145iApproximate average salary by contribution assumption: employee only about $778,625 at 4% or $519,083 at 6%; with 50% employer match about $519,083 at 4% or $346,056 at 6%; with 100% employer match about $389,313 at 4% or $259,542 at 6%. |
| 2023 | 1 | 4 | $5,556,980 | $138,635 | $34,659iApproximate average salary by contribution assumption: employee only about $866,469 at 4% or $577,646 at 6%; with 50% employer match about $577,646 at 4% or $385,097 at 6%; with 100% employer match about $433,234 at 4% or $288,823 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 4 | $5,556,980 | $138,635 | $34,659iApproximate average salary by contribution assumption: employee only about $866,469 at 4% or $577,646 at 6%; with 50% employer match about $577,646 at 4% or $385,097 at 6%; with 100% employer match about $433,234 at 4% or $288,823 at 6%. |
| 2022 | 1 | 4 | $4,706,102 | $125,404 | $31,351iApproximate average salary by contribution assumption: employee only about $783,775 at 4% or $522,517 at 6%; with 50% employer match about $522,517 at 4% or $348,344 at 6%; with 100% employer match about $391,888 at 4% or $261,258 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 4 | $4,706,102 | $125,404 | $31,351iApproximate average salary by contribution assumption: employee only about $783,775 at 4% or $522,517 at 6%; with 50% employer match about $522,517 at 4% or $348,344 at 6%; with 100% employer match about $391,888 at 4% or $261,258 at 6%. |
| 2021 | 1 | 4 | $5,338,162 | $122,848 | $30,712iApproximate average salary by contribution assumption: employee only about $767,800 at 4% or $511,867 at 6%; with 50% employer match about $511,867 at 4% or $341,244 at 6%; with 100% employer match about $383,900 at 4% or $255,933 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 4 | $5,338,162 | $122,848 | $30,712iApproximate average salary by contribution assumption: employee only about $767,800 at 4% or $511,867 at 6%; with 50% employer match about $511,867 at 4% or $341,244 at 6%; with 100% employer match about $383,900 at 4% or $255,933 at 6%. |
| 2020 | 1 | 5 | $4,779,868 | $116,925 | $23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $4,779,868 | $116,925 | $23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%. |
| 2019 | 1 | 5 | $4,092,676 | $98,916 | $19,783iApproximate average salary by contribution assumption: employee only about $494,580 at 4% or $329,720 at 6%; with 50% employer match about $329,720 at 4% or $219,813 at 6%; with 100% employer match about $247,290 at 4% or $164,860 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $4,092,676 | $98,916 | $19,783iApproximate average salary by contribution assumption: employee only about $494,580 at 4% or $329,720 at 6%; with 50% employer match about $329,720 at 4% or $219,813 at 6%; with 100% employer match about $247,290 at 4% or $164,860 at 6%. |
| 2018 | 1 | 5 | $3,362,808 | $160,944 | $32,189iApproximate average salary by contribution assumption: employee only about $804,720 at 4% or $536,480 at 6%; with 50% employer match about $536,480 at 4% or $357,653 at 6%; with 100% employer match about $402,360 at 4% or $268,240 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $3,362,808 | $160,944 | $32,189iApproximate average salary by contribution assumption: employee only about $804,720 at 4% or $536,480 at 6%; with 50% employer match about $536,480 at 4% or $357,653 at 6%; with 100% employer match about $402,360 at 4% or $268,240 at 6%. |
| 2017 | 1 | 5 | $3,196,048 | $113,835 | $22,767iApproximate average salary by contribution assumption: employee only about $569,175 at 4% or $379,450 at 6%; with 50% employer match about $379,450 at 4% or $252,967 at 6%; with 100% employer match about $284,588 at 4% or $189,725 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $3,196,048 | $113,835 | $22,767iApproximate average salary by contribution assumption: employee only about $569,175 at 4% or $379,450 at 6%; with 50% employer match about $379,450 at 4% or $252,967 at 6%; with 100% employer match about $284,588 at 4% or $189,725 at 6%. |
| 2016 | 1 | 5 | $2,571,521 | $107,346 | $21,469iApproximate average salary by contribution assumption: employee only about $536,730 at 4% or $357,820 at 6%; with 50% employer match about $357,820 at 4% or $238,547 at 6%; with 100% employer match about $268,365 at 4% or $178,910 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $2,571,521 | $107,346 | $21,469iApproximate average salary by contribution assumption: employee only about $536,730 at 4% or $357,820 at 6%; with 50% employer match about $357,820 at 4% or $238,547 at 6%; with 100% employer match about $268,365 at 4% or $178,910 at 6%. |
| 2015 | 1 | 5 | $2,442,536 | $154,919 | $30,984iApproximate average salary by contribution assumption: employee only about $774,595 at 4% or $516,397 at 6%; with 50% employer match about $516,397 at 4% or $344,264 at 6%; with 100% employer match about $387,298 at 4% or $258,198 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 5 | $2,442,536 | $154,919 | $30,984iApproximate average salary by contribution assumption: employee only about $774,595 at 4% or $516,397 at 6%; with 50% employer match about $516,397 at 4% or $344,264 at 6%; with 100% employer match about $387,298 at 4% or $258,198 at 6%. |
| 2014 | 1 | 6 | $2,338,713 | $76,615 | $12,769iApproximate average salary by contribution assumption: employee only about $319,229 at 4% or $212,819 at 6%; with 50% employer match about $212,819 at 4% or $141,880 at 6%; with 100% employer match about $159,615 at 4% or $106,410 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 6 | $2,338,713 | $76,615 | $12,769iApproximate average salary by contribution assumption: employee only about $319,229 at 4% or $212,819 at 6%; with 50% employer match about $212,819 at 4% or $141,880 at 6%; with 100% employer match about $159,615 at 4% or $106,410 at 6%. |
| 2013 | 1 | 7 | $2,199,551 | $100,638 | $14,377iApproximate average salary by contribution assumption: employee only about $359,421 at 4% or $239,614 at 6%; with 50% employer match about $239,614 at 4% or $159,743 at 6%; with 100% employer match about $179,711 at 4% or $119,807 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 7 | $2,199,551 | $100,638 | $14,377iApproximate average salary by contribution assumption: employee only about $359,421 at 4% or $239,614 at 6%; with 50% employer match about $239,614 at 4% or $159,743 at 6%; with 100% employer match about $179,711 at 4% or $119,807 at 6%. |
| 2012 | 1 | 8 | $1,899,843 | $247,926 | $30,991iApproximate average salary by contribution assumption: employee only about $774,769 at 4% or $516,513 at 6%; with 50% employer match about $516,513 at 4% or $344,342 at 6%; with 100% employer match about $387,384 at 4% or $258,256 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 8 | $1,899,843 | $247,926 | $30,991iApproximate average salary by contribution assumption: employee only about $774,769 at 4% or $516,513 at 6%; with 50% employer match about $516,513 at 4% or $344,342 at 6%; with 100% employer match about $387,384 at 4% or $258,256 at 6%. |
| 2011 | 1 | 8 | $1,559,179 | $94,137 | $11,767iApproximate average salary by contribution assumption: employee only about $294,178 at 4% or $196,119 at 6%; with 50% employer match about $196,119 at 4% or $130,746 at 6%; with 100% employer match about $147,089 at 4% or $98,059 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 8 | $1,559,179 | $94,137 | $11,767iApproximate average salary by contribution assumption: employee only about $294,178 at 4% or $196,119 at 6%; with 50% employer match about $196,119 at 4% or $130,746 at 6%; with 100% employer match about $147,089 at 4% or $98,059 at 6%. |
| 2010 | 1 | 8 | $1,463,473 | $76,325 | $9,541iApproximate average salary by contribution assumption: employee only about $238,516 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 8 | $1,463,473 | $76,325 | $9,541iApproximate average salary by contribution assumption: employee only about $238,516 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%. |
| 2009 | 1 | 8 | $1,316,657 | $167,854 | $20,982iApproximate average salary by contribution assumption: employee only about $524,544 at 4% or $349,696 at 6%; with 50% employer match about $349,696 at 4% or $233,131 at 6%; with 100% employer match about $262,272 at 4% or $174,848 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 8 | $1,316,657 | $167,854 | $20,982iApproximate average salary by contribution assumption: employee only about $524,544 at 4% or $349,696 at 6%; with 50% employer match about $349,696 at 4% or $233,131 at 6%; with 100% employer match about $262,272 at 4% or $174,848 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 8 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $1,132,778 | $53,357 | $7,622iApproximate average salary by contribution assumption: employee only about $190,561 at 4% or $127,040 at 6%; with 50% employer match about $127,040 at 4% or $84,694 at 6%; with 100% employer match about $95,280 at 4% or $63,520 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 7 | $1,132,778 | $53,357 | $7,622iApproximate average salary by contribution assumption: employee only about $190,561 at 4% or $127,040 at 6%; with 50% employer match about $127,040 at 4% or $84,694 at 6%; with 100% employer match about $95,280 at 4% or $63,520 at 6%. |
| 2005 | 1 | 7 | $1,106,352 | $41,754 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,561 at 4% or $49,707 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 7 | $1,106,352 | $41,754 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,561 at 4% or $49,707 at 6%. |
| 2004 | 2 | 7 | $968,302 | $48,547 | $6,935iApproximate average salary by contribution assumption: employee only about $173,382 at 4% or $115,588 at 6%; with 50% employer match about $115,588 at 4% or $77,059 at 6%; with 100% employer match about $86,691 at 4% or $57,794 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 7 | $968,302 | $48,547 | $6,935iApproximate average salary by contribution assumption: employee only about $173,382 at 4% or $115,588 at 6%; with 50% employer match about $115,588 at 4% or $77,059 at 6%; with 100% employer match about $86,691 at 4% or $57,794 at 6%. |
| BORTZ & COMPANY INC PENSION PLAN | - | 0 | - | - | - |
| 2003 | 2 | 9 | $0 | $0 | - |
| BORTZ & COMPANY INC PENSION PLAN | - | 4 | - | - | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 9 | - | - | - |
| 2002 | 2 | 11 | $0 | $0 | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 11 | - | - | - |
| BORTZ & COMPANY INC PENSION PLAN | - | 10 | - | - | - |
| 2001 | 2 | 11 | $0 | $0 | - |
| BORTZ & COMPANY INC PENSION PLAN | - | 8 | - | - | - |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 11 | - | - | - |
| 2000 | 2 | 10 | $2,006,313 | $110,846 | $11,085iApproximate average salary by contribution assumption: employee only about $277,115 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,558 at 4% or $92,372 at 6%. |
| Bortz & Company Inc. Section 401 (K) Profit-Sharing Plan | - | 10 | $2,006,313 | $110,846 | $11,085iApproximate average salary by contribution assumption: employee only about $277,115 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,558 at 4% or $92,372 at 6%. |
| BORTZ & COMPANY INC PENSION PLAN | - | 9 | - | - | - |