Civic Intelligence

Bertilacchi Insurance Agency

Plan context: Bertilacchi Insurance 401K Profit Sharing Plan

EIN 94-2250005 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

6

2002 Assets

$58,692

2002 Contributions

$6,505

Historical Graphs

Total Assets Over Time

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

$71,007$35,504$0199920002001YearValue
$58,692Latest year 2001

Participants Over Time

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

1260199920002001YearValue
6Latest year 2001

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
200210$0$0-
Bertilacchi Insurance 401K Profit Sharing Plan-0---
200116$58,692$6,505$1,084iApproximate average salary by contribution assumption: employee only about $27,104 at 4% or $18,069 at 6%; with 50% employer match about $18,069 at 4% or $12,046 at 6%; with 100% employer match about $13,552 at 4% or $9,035 at 6%.
Bertilacchi Insurance 401K Profit Sharing Plan-6$58,692$6,505$1,084iApproximate average salary by contribution assumption: employee only about $27,104 at 4% or $18,069 at 6%; with 50% employer match about $18,069 at 4% or $12,046 at 6%; with 100% employer match about $13,552 at 4% or $9,035 at 6%.
2000112$71,007$17,966$1,497iApproximate average salary by contribution assumption: employee only about $37,429 at 4% or $24,953 at 6%; with 50% employer match about $24,953 at 4% or $16,635 at 6%; with 100% employer match about $18,715 at 4% or $12,476 at 6%.
Bertilacchi Insurance 401K Profit Sharing Plan-12$71,007$17,966$1,497iApproximate average salary by contribution assumption: employee only about $37,429 at 4% or $24,953 at 6%; with 50% employer match about $24,953 at 4% or $16,635 at 6%; with 100% employer match about $18,715 at 4% or $12,476 at 6%.
199918$62,596$17,393$2,174iApproximate average salary by contribution assumption: employee only about $54,353 at 4% or $36,235 at 6%; with 50% employer match about $36,235 at 4% or $24,157 at 6%; with 100% employer match about $27,177 at 4% or $18,118 at 6%.
Bertilacchi Insurance 401K Profit Sharing Plan-8$62,596$17,393$2,174iApproximate average salary by contribution assumption: employee only about $54,353 at 4% or $36,235 at 6%; with 50% employer match about $36,235 at 4% or $24,157 at 6%; with 100% employer match about $27,177 at 4% or $18,118 at 6%.