Civic Intelligence

Bertellis Inc.

Plan context: Bertellis Inc. 401K Profit Sharing Plan

EIN 94-1538092 • Merced, CA • 18 filings • 5 plans

250 E 21st StreetMerced, CA 95340
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$1,065,026

2015 Contributions

$124,499

Historical Graphs

Total Assets Over Time

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

$1,565,936$782,968$0199920102015YearValue
$1,065,026Latest year 2015

Participants Over Time

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

42210199920072015YearValue
5Latest year 2015

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
201525$1,065,026$124,499$24,900iApproximate average salary by contribution assumption: employee only about $622,495 at 4% or $414,997 at 6%; with 50% employer match about $414,997 at 4% or $276,664 at 6%; with 100% employer match about $311,248 at 4% or $207,498 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-5$1,065,026$124,499$24,900iApproximate average salary by contribution assumption: employee only about $622,495 at 4% or $414,997 at 6%; with 50% employer match about $414,997 at 4% or $276,664 at 6%; with 100% employer match about $311,248 at 4% or $207,498 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-0$0--
2014130$1,565,936$93,408$3,114iApproximate average salary by contribution assumption: employee only about $77,840 at 4% or $51,893 at 6%; with 50% employer match about $51,893 at 4% or $34,596 at 6%; with 100% employer match about $38,920 at 4% or $25,947 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-30$1,565,936$93,408$3,114iApproximate average salary by contribution assumption: employee only about $77,840 at 4% or $51,893 at 6%; with 50% employer match about $51,893 at 4% or $34,596 at 6%; with 100% employer match about $38,920 at 4% or $25,947 at 6%.
2013138$1,527,712$150,403$3,958iApproximate average salary by contribution assumption: employee only about $98,949 at 4% or $65,966 at 6%; with 50% employer match about $65,966 at 4% or $43,977 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-38$1,527,712$150,403$3,958iApproximate average salary by contribution assumption: employee only about $98,949 at 4% or $65,966 at 6%; with 50% employer match about $65,966 at 4% or $43,977 at 6%; with 100% employer match about $49,475 at 4% or $32,983 at 6%.
2012132$1,409,663$93,269$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-32$1,409,663$93,269$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
2011134$1,414,472$89,463$2,631iApproximate average salary by contribution assumption: employee only about $65,782 at 4% or $43,854 at 6%; with 50% employer match about $43,854 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-34$1,414,472$89,463$2,631iApproximate average salary by contribution assumption: employee only about $65,782 at 4% or $43,854 at 6%; with 50% employer match about $43,854 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
2010142$1,472,149$100,842$2,401iApproximate average salary by contribution assumption: employee only about $60,025 at 4% or $40,017 at 6%; with 50% employer match about $40,017 at 4% or $26,678 at 6%; with 100% employer match about $30,013 at 4% or $20,008 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-42$1,472,149$100,842$2,401iApproximate average salary by contribution assumption: employee only about $60,025 at 4% or $40,017 at 6%; with 50% employer match about $40,017 at 4% or $26,678 at 6%; with 100% employer match about $30,013 at 4% or $20,008 at 6%.
2009131$1,299,750$19,341$624iApproximate average salary by contribution assumption: employee only about $15,598 at 4% or $10,398 at 6%; with 50% employer match about $10,398 at 4% or $6,932 at 6%; with 100% employer match about $7,799 at 4% or $5,199 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-31$1,299,750$19,341$624iApproximate average salary by contribution assumption: employee only about $15,598 at 4% or $10,398 at 6%; with 50% employer match about $10,398 at 4% or $6,932 at 6%; with 100% employer match about $7,799 at 4% or $5,199 at 6%.
2008134$0$0-
Bertellis Inc. 401K Profit Sharing Plan-34---
2007134$0$0-
Bertellis Inc. 401K Profit Sharing Plan-34---
2006132$1,259,146$135,872$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-32$1,259,146$135,872$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
2005135$1,015,549$169,688$4,848iApproximate average salary by contribution assumption: employee only about $121,206 at 4% or $80,804 at 6%; with 50% employer match about $80,804 at 4% or $53,869 at 6%; with 100% employer match about $60,603 at 4% or $40,402 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-35$1,015,549$169,688$4,848iApproximate average salary by contribution assumption: employee only about $121,206 at 4% or $80,804 at 6%; with 50% employer match about $80,804 at 4% or $53,869 at 6%; with 100% employer match about $60,603 at 4% or $40,402 at 6%.
2004133$780,510$116,719$3,537iApproximate average salary by contribution assumption: employee only about $88,423 at 4% or $58,949 at 6%; with 50% employer match about $58,949 at 4% or $39,299 at 6%; with 100% employer match about $44,212 at 4% or $29,474 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-33$780,510$116,719$3,537iApproximate average salary by contribution assumption: employee only about $88,423 at 4% or $58,949 at 6%; with 50% employer match about $58,949 at 4% or $39,299 at 6%; with 100% employer match about $44,212 at 4% or $29,474 at 6%.
2003127$0$0-
Bertellis Inc. 401K Profit Sharing Plan-27---
2002128$0$0-
Bertellis Inc. 401K Profit Sharing Plan-28---
2001127$0$0-
Bertellis Inc. 401K Profit Sharing Plan-27---
2000127$0$0-
Bertellis Inc. 401K Profit Sharing Plan-27---
1999126$122,154$71,613$2,754iApproximate average salary by contribution assumption: employee only about $68,859 at 4% or $45,906 at 6%; with 50% employer match about $45,906 at 4% or $30,604 at 6%; with 100% employer match about $34,429 at 4% or $22,953 at 6%.
Bertellis Inc. 401K Profit Sharing Plan-26$122,154$71,613$2,754iApproximate average salary by contribution assumption: employee only about $68,859 at 4% or $45,906 at 6%; with 50% employer match about $45,906 at 4% or $30,604 at 6%; with 100% employer match about $34,429 at 4% or $22,953 at 6%.