Civic Intelligence

Raymond L. Bertolotti, D.D.S. Inc.

Plan context: Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan

EIN 94-2847614 • Oakland, CA • 11 filings • 1 plans

188 Beechwood DriveOakland, CA 94618-2014
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$1,366,561

2009 Contributions

$13,742

Historical Graphs

Total Assets Over Time

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

$1,366,561$683,281$0199920042008YearValue
$1,366,561Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200910$0$13,742-
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-0$0$13,742-
200812$1,366,561$0-
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-2$1,366,561--
200712$0$0-
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-2---
200613$1,293,770$162,603$54,201iApproximate average salary by contribution assumption: employee only about $1,355,025 at 4% or $903,350 at 6%; with 50% employer match about $903,350 at 4% or $602,233 at 6%; with 100% employer match about $677,513 at 4% or $451,675 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$1,293,770$162,603$54,201iApproximate average salary by contribution assumption: employee only about $1,355,025 at 4% or $903,350 at 6%; with 50% employer match about $903,350 at 4% or $602,233 at 6%; with 100% employer match about $677,513 at 4% or $451,675 at 6%.
200513$1,047,095$161,105$53,702iApproximate average salary by contribution assumption: employee only about $1,342,542 at 4% or $895,028 at 6%; with 50% employer match about $895,028 at 4% or $596,685 at 6%; with 100% employer match about $671,271 at 4% or $447,514 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$1,047,095$161,105$53,702iApproximate average salary by contribution assumption: employee only about $1,342,542 at 4% or $895,028 at 6%; with 50% employer match about $895,028 at 4% or $596,685 at 6%; with 100% employer match about $671,271 at 4% or $447,514 at 6%.
200413$836,516$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$836,516$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
200313$651,271$202,691$67,564iApproximate average salary by contribution assumption: employee only about $1,689,092 at 4% or $1,126,061 at 6%; with 50% employer match about $1,126,061 at 4% or $750,707 at 6%; with 100% employer match about $844,546 at 4% or $563,031 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$651,271$202,691$67,564iApproximate average salary by contribution assumption: employee only about $1,689,092 at 4% or $1,126,061 at 6%; with 50% employer match about $1,126,061 at 4% or $750,707 at 6%; with 100% employer match about $844,546 at 4% or $563,031 at 6%.
200213$0$0-
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3---
200113$304,034$94,938$31,646iApproximate average salary by contribution assumption: employee only about $791,150 at 4% or $527,433 at 6%; with 50% employer match about $527,433 at 4% or $351,622 at 6%; with 100% employer match about $395,575 at 4% or $263,717 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$304,034$94,938$31,646iApproximate average salary by contribution assumption: employee only about $791,150 at 4% or $527,433 at 6%; with 50% employer match about $527,433 at 4% or $351,622 at 6%; with 100% employer match about $395,575 at 4% or $263,717 at 6%.
200013$198,425$134,426$44,809iApproximate average salary by contribution assumption: employee only about $1,120,217 at 4% or $746,811 at 6%; with 50% employer match about $746,811 at 4% or $497,874 at 6%; with 100% employer match about $560,108 at 4% or $373,406 at 6%.
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$198,425$134,426$44,809iApproximate average salary by contribution assumption: employee only about $1,120,217 at 4% or $746,811 at 6%; with 50% employer match about $746,811 at 4% or $497,874 at 6%; with 100% employer match about $560,108 at 4% or $373,406 at 6%.
199913$59,045$0-
Raymond L. Bertolotti, D.D.S. Inc. Defined Benefit Pension Plan-3$59,045--