Civic Intelligence

Melvyn D Bert MD Facs

Plan context: Melvyn D Bert MD Profit Sharing Plan and Trust

EIN 94-2208292 • San Francisco, CA • 13 filings • 2 plans

490 Post St Ste 933San Francisco, CA 94102-1414
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$592,600

2016 Contributions

$53,622

Historical Graphs

Total Assets Over Time

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

$694,920$347,460$0200520112016YearValue
$592,600Latest year 2016

Participants Over Time

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

420200520112016YearValue
3Latest year 2016

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
201623$592,600$0-
Melvyn D Bert MD Profit Sharing Plan and Trust-3$592,600--
Melvyn D Bert MD Profit Sharing Plan and Trust-0$0--
201513$589,110$0-
Melvyn D Bert MD Profit Sharing Plan and Trust-3$589,110$0-
201413$655,051$0-
Melvyn D Bert MD Profit Sharing Plan and Trust-3$655,051--
201314$694,920$0-
Melvyn D Bert MD Profit Sharing Plan and Trust-4$694,920--
201214$641,895$0-
Melvyn D Bert MD Profit Sharing Plan and Trust-4$641,895--
201114$619,719$53,622$13,406iApproximate average salary by contribution assumption: employee only about $335,138 at 4% or $223,425 at 6%; with 50% employer match about $223,425 at 4% or $148,950 at 6%; with 100% employer match about $167,569 at 4% or $111,713 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-4$619,719$53,622$13,406iApproximate average salary by contribution assumption: employee only about $335,138 at 4% or $223,425 at 6%; with 50% employer match about $223,425 at 4% or $148,950 at 6%; with 100% employer match about $167,569 at 4% or $111,713 at 6%.
201013$608,704$49,889$16,630iApproximate average salary by contribution assumption: employee only about $415,742 at 4% or $277,161 at 6%; with 50% employer match about $277,161 at 4% or $184,774 at 6%; with 100% employer match about $207,871 at 4% or $138,581 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-3$608,704$49,889$16,630iApproximate average salary by contribution assumption: employee only about $415,742 at 4% or $277,161 at 6%; with 50% employer match about $277,161 at 4% or $184,774 at 6%; with 100% employer match about $207,871 at 4% or $138,581 at 6%.
200913$515,772$53,161$17,720iApproximate average salary by contribution assumption: employee only about $443,008 at 4% or $295,339 at 6%; with 50% employer match about $295,339 at 4% or $196,893 at 6%; with 100% employer match about $221,504 at 4% or $147,669 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-3$515,772$53,161$17,720iApproximate average salary by contribution assumption: employee only about $443,008 at 4% or $295,339 at 6%; with 50% employer match about $295,339 at 4% or $196,893 at 6%; with 100% employer match about $221,504 at 4% or $147,669 at 6%.
200812$399,077$48,599$24,300iApproximate average salary by contribution assumption: employee only about $607,488 at 4% or $404,992 at 6%; with 50% employer match about $404,992 at 4% or $269,994 at 6%; with 100% employer match about $303,744 at 4% or $202,496 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-2$399,077$48,599$24,300iApproximate average salary by contribution assumption: employee only about $607,488 at 4% or $404,992 at 6%; with 50% employer match about $404,992 at 4% or $269,994 at 6%; with 100% employer match about $303,744 at 4% or $202,496 at 6%.
200711$344,740$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-1$344,740$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200611$284,685$137,583$137,583iApproximate average salary by contribution assumption: employee only about $3,439,575 at 4% or $2,293,050 at 6%; with 50% employer match about $2,293,050 at 4% or $1,528,700 at 6%; with 100% employer match about $1,719,788 at 4% or $1,146,525 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-1$284,685$137,583$137,583iApproximate average salary by contribution assumption: employee only about $3,439,575 at 4% or $2,293,050 at 6%; with 50% employer match about $2,293,050 at 4% or $1,528,700 at 6%; with 100% employer match about $1,719,788 at 4% or $1,146,525 at 6%.
200512$126,382$126,381$63,191iApproximate average salary by contribution assumption: employee only about $1,579,763 at 4% or $1,053,175 at 6%; with 50% employer match about $1,053,175 at 4% or $702,117 at 6%; with 100% employer match about $789,881 at 4% or $526,588 at 6%.
Melvyn D Bert MD Profit Sharing Plan and Trust-2$126,382$126,381$63,191iApproximate average salary by contribution assumption: employee only about $1,579,763 at 4% or $1,053,175 at 6%; with 50% employer match about $1,053,175 at 4% or $702,117 at 6%; with 100% employer match about $789,881 at 4% or $526,588 at 6%.