Civic Intelligence

Bertrand, Fox, Elliot & Colwell Apc

Plan context: Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan

EIN 94-3185085 • San Francisco, CA • 25 filings • 4 plans

2749 Hyde St.San Francisco, CA 94109-1222
Current Snapshot

Latest Year

2023

2023 Participants

31

2023 Assets

$9,035,473

2023 Contributions

$633,917

Historical Graphs

Total Assets Over Time

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

$9,035,473$4,517,737$0199920132023YearValue
$9,035,473Latest year 2023

Participants Over Time

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

42210199920112023YearValue
31Latest year 2023

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
2023131$9,035,473$633,917$20,449iApproximate average salary by contribution assumption: employee only about $511,223 at 4% or $340,816 at 6%; with 50% employer match about $340,816 at 4% or $227,210 at 6%; with 100% employer match about $255,612 at 4% or $170,408 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-31$9,035,473$633,917$20,449iApproximate average salary by contribution assumption: employee only about $511,223 at 4% or $340,816 at 6%; with 50% employer match about $340,816 at 4% or $227,210 at 6%; with 100% employer match about $255,612 at 4% or $170,408 at 6%.
2022126$7,313,301$628,412$24,170iApproximate average salary by contribution assumption: employee only about $604,242 at 4% or $402,828 at 6%; with 50% employer match about $402,828 at 4% or $268,552 at 6%; with 100% employer match about $302,121 at 4% or $201,414 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-26$7,313,301$628,412$24,170iApproximate average salary by contribution assumption: employee only about $604,242 at 4% or $402,828 at 6%; with 50% employer match about $402,828 at 4% or $268,552 at 6%; with 100% employer match about $302,121 at 4% or $201,414 at 6%.
2021142$8,347,566$544,121$12,955iApproximate average salary by contribution assumption: employee only about $323,882 at 4% or $215,921 at 6%; with 50% employer match about $215,921 at 4% or $143,947 at 6%; with 100% employer match about $161,941 at 4% or $107,961 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-42$8,347,566$544,121$12,955iApproximate average salary by contribution assumption: employee only about $323,882 at 4% or $215,921 at 6%; with 50% employer match about $215,921 at 4% or $143,947 at 6%; with 100% employer match about $161,941 at 4% or $107,961 at 6%.
2020141$6,889,762$552,975$13,487iApproximate average salary by contribution assumption: employee only about $337,180 at 4% or $224,787 at 6%; with 50% employer match about $224,787 at 4% or $149,858 at 6%; with 100% employer match about $168,590 at 4% or $112,393 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-41$6,889,762$552,975$13,487iApproximate average salary by contribution assumption: employee only about $337,180 at 4% or $224,787 at 6%; with 50% employer match about $224,787 at 4% or $149,858 at 6%; with 100% employer match about $168,590 at 4% or $112,393 at 6%.
2019137$5,743,695$498,184$13,464iApproximate average salary by contribution assumption: employee only about $336,611 at 4% or $224,407 at 6%; with 50% employer match about $224,407 at 4% or $149,605 at 6%; with 100% employer match about $168,305 at 4% or $112,204 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-37$5,743,695$498,184$13,464iApproximate average salary by contribution assumption: employee only about $336,611 at 4% or $224,407 at 6%; with 50% employer match about $224,407 at 4% or $149,605 at 6%; with 100% employer match about $168,305 at 4% or $112,204 at 6%.
2018133$4,743,785$472,367$14,314iApproximate average salary by contribution assumption: employee only about $357,854 at 4% or $238,569 at 6%; with 50% employer match about $238,569 at 4% or $159,046 at 6%; with 100% employer match about $178,927 at 4% or $119,285 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-33$4,743,785$472,367$14,314iApproximate average salary by contribution assumption: employee only about $357,854 at 4% or $238,569 at 6%; with 50% employer match about $238,569 at 4% or $159,046 at 6%; with 100% employer match about $178,927 at 4% or $119,285 at 6%.
2017129$4,689,291$427,215$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-29$4,689,291$427,215$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
2016125$3,592,908$432,617$17,305iApproximate average salary by contribution assumption: employee only about $432,617 at 4% or $288,411 at 6%; with 50% employer match about $288,411 at 4% or $192,274 at 6%; with 100% employer match about $216,309 at 4% or $144,206 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-25$3,592,908$432,617$17,305iApproximate average salary by contribution assumption: employee only about $432,617 at 4% or $288,411 at 6%; with 50% employer match about $288,411 at 4% or $192,274 at 6%; with 100% employer match about $216,309 at 4% or $144,206 at 6%.
2015124$2,853,742$424,077$17,670iApproximate average salary by contribution assumption: employee only about $441,747 at 4% or $294,498 at 6%; with 50% employer match about $294,498 at 4% or $196,332 at 6%; with 100% employer match about $220,873 at 4% or $147,249 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-24$2,853,742$424,077$17,670iApproximate average salary by contribution assumption: employee only about $441,747 at 4% or $294,498 at 6%; with 50% employer match about $294,498 at 4% or $196,332 at 6%; with 100% employer match about $220,873 at 4% or $147,249 at 6%.
2014115$2,665,533$223,240$14,883iApproximate average salary by contribution assumption: employee only about $372,067 at 4% or $248,044 at 6%; with 50% employer match about $248,044 at 4% or $165,363 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-15$2,665,533$223,240$14,883iApproximate average salary by contribution assumption: employee only about $372,067 at 4% or $248,044 at 6%; with 50% employer match about $248,044 at 4% or $165,363 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
2013114$2,706,306$186,417$13,316iApproximate average salary by contribution assumption: employee only about $332,888 at 4% or $221,925 at 6%; with 50% employer match about $221,925 at 4% or $147,950 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-14$2,706,306$186,417$13,316iApproximate average salary by contribution assumption: employee only about $332,888 at 4% or $221,925 at 6%; with 50% employer match about $221,925 at 4% or $147,950 at 6%; with 100% employer match about $166,444 at 4% or $110,963 at 6%.
2012116$2,171,331$201,647$12,603iApproximate average salary by contribution assumption: employee only about $315,073 at 4% or $210,049 at 6%; with 50% employer match about $210,049 at 4% or $140,033 at 6%; with 100% employer match about $157,537 at 4% or $105,024 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-16$2,171,331$201,647$12,603iApproximate average salary by contribution assumption: employee only about $315,073 at 4% or $210,049 at 6%; with 50% employer match about $210,049 at 4% or $140,033 at 6%; with 100% employer match about $157,537 at 4% or $105,024 at 6%.
2011115$1,799,460$168,257$11,217iApproximate average salary by contribution assumption: employee only about $280,428 at 4% or $186,952 at 6%; with 50% employer match about $186,952 at 4% or $124,635 at 6%; with 100% employer match about $140,214 at 4% or $93,476 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-15$1,799,460$168,257$11,217iApproximate average salary by contribution assumption: employee only about $280,428 at 4% or $186,952 at 6%; with 50% employer match about $186,952 at 4% or $124,635 at 6%; with 100% employer match about $140,214 at 4% or $93,476 at 6%.
2010113$1,661,611$133,471$10,267iApproximate average salary by contribution assumption: employee only about $256,675 at 4% or $171,117 at 6%; with 50% employer match about $171,117 at 4% or $114,078 at 6%; with 100% employer match about $128,338 at 4% or $85,558 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-13$1,661,611$133,471$10,267iApproximate average salary by contribution assumption: employee only about $256,675 at 4% or $171,117 at 6%; with 50% employer match about $171,117 at 4% or $114,078 at 6%; with 100% employer match about $128,338 at 4% or $85,558 at 6%.
2009112$1,364,805$149,871$12,489iApproximate average salary by contribution assumption: employee only about $312,231 at 4% or $208,154 at 6%; with 50% employer match about $208,154 at 4% or $138,769 at 6%; with 100% employer match about $156,116 at 4% or $104,077 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-12$1,364,805$149,871$12,489iApproximate average salary by contribution assumption: employee only about $312,231 at 4% or $208,154 at 6%; with 50% employer match about $208,154 at 4% or $138,769 at 6%; with 100% employer match about $156,116 at 4% or $104,077 at 6%.
2008112$1,030,102$171,650$14,304iApproximate average salary by contribution assumption: employee only about $357,604 at 4% or $238,403 at 6%; with 50% employer match about $238,403 at 4% or $158,935 at 6%; with 100% employer match about $178,802 at 4% or $119,201 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-12$1,030,102$171,650$14,304iApproximate average salary by contribution assumption: employee only about $357,604 at 4% or $238,403 at 6%; with 50% employer match about $238,403 at 4% or $158,935 at 6%; with 100% employer match about $178,802 at 4% or $119,201 at 6%.
2007113$1,232,272$177,083$13,622iApproximate average salary by contribution assumption: employee only about $340,544 at 4% or $227,029 at 6%; with 50% employer match about $227,029 at 4% or $151,353 at 6%; with 100% employer match about $170,272 at 4% or $113,515 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-13$1,232,272$177,083$13,622iApproximate average salary by contribution assumption: employee only about $340,544 at 4% or $227,029 at 6%; with 50% employer match about $227,029 at 4% or $151,353 at 6%; with 100% employer match about $170,272 at 4% or $113,515 at 6%.
2006111$1,056,178$93,623$8,511iApproximate average salary by contribution assumption: employee only about $212,780 at 4% or $141,853 at 6%; with 50% employer match about $141,853 at 4% or $94,569 at 6%; with 100% employer match about $106,390 at 4% or $70,927 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-11$1,056,178$93,623$8,511iApproximate average salary by contribution assumption: employee only about $212,780 at 4% or $141,853 at 6%; with 50% employer match about $141,853 at 4% or $94,569 at 6%; with 100% employer match about $106,390 at 4% or $70,927 at 6%.
2005111$900,014$79,544$7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-11$900,014$79,544$7,231iApproximate average salary by contribution assumption: employee only about $180,782 at 4% or $120,521 at 6%; with 50% employer match about $120,521 at 4% or $80,347 at 6%; with 100% employer match about $90,391 at 4% or $60,261 at 6%.
200418$780,738$76,996$9,625iApproximate average salary by contribution assumption: employee only about $240,613 at 4% or $160,408 at 6%; with 50% employer match about $160,408 at 4% or $106,939 at 6%; with 100% employer match about $120,306 at 4% or $80,204 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-8$780,738$76,996$9,625iApproximate average salary by contribution assumption: employee only about $240,613 at 4% or $160,408 at 6%; with 50% employer match about $160,408 at 4% or $106,939 at 6%; with 100% employer match about $120,306 at 4% or $80,204 at 6%.
2003110$647,824$87,206$8,721iApproximate average salary by contribution assumption: employee only about $218,015 at 4% or $145,343 at 6%; with 50% employer match about $145,343 at 4% or $96,896 at 6%; with 100% employer match about $109,008 at 4% or $72,672 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-10$647,824$87,206$8,721iApproximate average salary by contribution assumption: employee only about $218,015 at 4% or $145,343 at 6%; with 50% employer match about $145,343 at 4% or $96,896 at 6%; with 100% employer match about $109,008 at 4% or $72,672 at 6%.
200215$0$0-
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-5---
2001110$0$0-
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-10---
200019$0$0-
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-9---
1999111$416,935$75,568$6,870iApproximate average salary by contribution assumption: employee only about $171,745 at 4% or $114,497 at 6%; with 50% employer match about $114,497 at 4% or $76,331 at 6%; with 100% employer match about $85,873 at 4% or $57,248 at 6%.
Bertrand, Fox, Elliot & Colwell, Apc Profit Sharing Plan-11$416,935$75,568$6,870iApproximate average salary by contribution assumption: employee only about $171,745 at 4% or $114,497 at 6%; with 50% employer match about $114,497 at 4% or $76,331 at 6%; with 100% employer match about $85,873 at 4% or $57,248 at 6%.