Civic Intelligence

Bertch & Robson PC

Plan context: Bertch & Robson PC 401(K) Profit Sharing Plan & Trust

EIN 87-0571779 • 10 filings • 1 plans

Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$422,287

2018 Contributions

$9,719

Historical Graphs

Total Assets Over Time

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

$423,103$211,552$0200920132017YearValue
$422,287Latest year 2017

Participants Over Time

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

740200920132017YearValue
3Latest year 2017

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
201810$0$0-
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-0---
201713$422,287$0-
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-3$422,287--
201612$410,153$9,719$4,860iApproximate average salary by contribution assumption: employee only about $121,488 at 4% or $80,992 at 6%; with 50% employer match about $80,992 at 4% or $53,994 at 6%; with 100% employer match about $60,744 at 4% or $40,496 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-2$410,153$9,719$4,860iApproximate average salary by contribution assumption: employee only about $121,488 at 4% or $80,992 at 6%; with 50% employer match about $80,992 at 4% or $53,994 at 6%; with 100% employer match about $60,744 at 4% or $40,496 at 6%.
201516$423,103$31,662$5,277iApproximate average salary by contribution assumption: employee only about $131,925 at 4% or $87,950 at 6%; with 50% employer match about $87,950 at 4% or $58,633 at 6%; with 100% employer match about $65,963 at 4% or $43,975 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-6$423,103$31,662$5,277iApproximate average salary by contribution assumption: employee only about $131,925 at 4% or $87,950 at 6%; with 50% employer match about $87,950 at 4% or $58,633 at 6%; with 100% employer match about $65,963 at 4% or $43,975 at 6%.
201416$380,619$41,164$6,861iApproximate average salary by contribution assumption: employee only about $171,517 at 4% or $114,344 at 6%; with 50% employer match about $114,344 at 4% or $76,230 at 6%; with 100% employer match about $85,758 at 4% or $57,172 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-6$380,619$41,164$6,861iApproximate average salary by contribution assumption: employee only about $171,517 at 4% or $114,344 at 6%; with 50% employer match about $114,344 at 4% or $76,230 at 6%; with 100% employer match about $85,758 at 4% or $57,172 at 6%.
201316$312,822$35,057$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-6$312,822$35,057$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
201215$214,847$43,568$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-5$214,847$43,568$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.
201116$191,030$43,881$7,314iApproximate average salary by contribution assumption: employee only about $182,838 at 4% or $121,892 at 6%; with 50% employer match about $121,892 at 4% or $81,261 at 6%; with 100% employer match about $91,419 at 4% or $60,946 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-6$191,030$43,881$7,314iApproximate average salary by contribution assumption: employee only about $182,838 at 4% or $121,892 at 6%; with 50% employer match about $121,892 at 4% or $81,261 at 6%; with 100% employer match about $91,419 at 4% or $60,946 at 6%.
201017$145,741$41,427$5,918iApproximate average salary by contribution assumption: employee only about $147,954 at 4% or $98,636 at 6%; with 50% employer match about $98,636 at 4% or $65,757 at 6%; with 100% employer match about $73,977 at 4% or $49,318 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-7$145,741$41,427$5,918iApproximate average salary by contribution assumption: employee only about $147,954 at 4% or $98,636 at 6%; with 50% employer match about $98,636 at 4% or $65,757 at 6%; with 100% employer match about $73,977 at 4% or $49,318 at 6%.
200916$85,281$41,490$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.
Bertch & Robson PC 401(K) Profit Sharing Plan & Trust-6$85,281$41,490$6,915iApproximate average salary by contribution assumption: employee only about $172,875 at 4% or $115,250 at 6%; with 50% employer match about $115,250 at 4% or $76,833 at 6%; with 100% employer match about $86,438 at 4% or $57,625 at 6%.