Bertolacci Homes Inc.
Plan context: Bertolacci Homes Inc. 401(K) Profit Sharing Plan & Trust
EIN 84-4251658 • Redwood City, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$601,311
2025 Contributions
$182,135
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 | 3 | $601,311 | $182,135 | $60,712iApproximate average salary by contribution assumption: employee only about $1,517,792 at 4% or $1,011,861 at 6%; with 50% employer match about $1,011,861 at 4% or $674,574 at 6%; with 100% employer match about $758,896 at 4% or $505,931 at 6%. |
| Bertolacci Homes Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $601,311 | $182,135 | $60,712iApproximate average salary by contribution assumption: employee only about $1,517,792 at 4% or $1,011,861 at 6%; with 50% employer match about $1,011,861 at 4% or $674,574 at 6%; with 100% employer match about $758,896 at 4% or $505,931 at 6%. |
| 2024 | 1 | 3 | $355,726 | $166,667 | $55,556iApproximate average salary by contribution assumption: employee only about $1,388,892 at 4% or $925,928 at 6%; with 50% employer match about $925,928 at 4% or $617,285 at 6%; with 100% employer match about $694,446 at 4% or $462,964 at 6%. |
| Bertolacci Homes Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $355,726 | $166,667 | $55,556iApproximate average salary by contribution assumption: employee only about $1,388,892 at 4% or $925,928 at 6%; with 50% employer match about $925,928 at 4% or $617,285 at 6%; with 100% employer match about $694,446 at 4% or $462,964 at 6%. |
| 2023 | 1 | 3 | $166,231 | $160,682 | $53,561iApproximate average salary by contribution assumption: employee only about $1,339,017 at 4% or $892,678 at 6%; with 50% employer match about $892,678 at 4% or $595,119 at 6%; with 100% employer match about $669,508 at 4% or $446,339 at 6%. |
| Bertolacci Homes Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $166,231 | $160,682 | $53,561iApproximate average salary by contribution assumption: employee only about $1,339,017 at 4% or $892,678 at 6%; with 50% employer match about $892,678 at 4% or $595,119 at 6%; with 100% employer match about $669,508 at 4% or $446,339 at 6%. |