Civic Intelligence

Bertorelli & Company

Plan context: Bertorelli & Company 401K Plan

EIN 94-3226578 • San Francisco, CA • 17 filings • 8 plans

100 Montgomery StreetSuite 2075San Francisco, CA 94104
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$181

2015 Contributions

$182,121

Historical Graphs

Total Assets Over Time

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

$1,309,895$654,948$0199920072014YearValue
$181Latest year 2014

Participants Over Time

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

1890199920052011YearValue
5Latest year 2011

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
201510$0$0-
Bertorelli & Company 401K Plan-0$0$0-
201410$181$0-
Bertorelli & Company 401K Plan-0$181$0-
201310$181$0-
Bertorelli & Company 401K Plan-0$181$0-
201210$181$0-
Bertorelli & Company 401K Plan-0$181$0-
201115$3,805$0-
Bertorelli & Company 401K Plan-5$3,805$0-
2010117$1,203,540$182,121$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
Bertorelli & Company 401K Plan-17$1,203,540$182,121$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
2009118$1,309,895$259,936$14,441iApproximate average salary by contribution assumption: employee only about $361,022 at 4% or $240,681 at 6%; with 50% employer match about $240,681 at 4% or $160,454 at 6%; with 100% employer match about $180,511 at 4% or $120,341 at 6%.
BERTORELLI GANDI WON BEHTI-18$1,309,895$259,936$14,441iApproximate average salary by contribution assumption: employee only about $361,022 at 4% or $240,681 at 6%; with 50% employer match about $240,681 at 4% or $160,454 at 6%; with 100% employer match about $180,511 at 4% or $120,341 at 6%.
2008113$809,539$239,638$18,434iApproximate average salary by contribution assumption: employee only about $460,842 at 4% or $307,228 at 6%; with 50% employer match about $307,228 at 4% or $204,819 at 6%; with 100% employer match about $230,421 at 4% or $153,614 at 6%.
BERTORELLI GANDI WON & BEHTI 401K PROFIT SHARING PLAN & TRUST-13$809,539$239,638$18,434iApproximate average salary by contribution assumption: employee only about $460,842 at 4% or $307,228 at 6%; with 50% employer match about $307,228 at 4% or $204,819 at 6%; with 100% employer match about $230,421 at 4% or $153,614 at 6%.
2007112$690,071$180,267$15,022iApproximate average salary by contribution assumption: employee only about $375,556 at 4% or $250,371 at 6%; with 50% employer match about $250,371 at 4% or $166,914 at 6%; with 100% employer match about $187,778 at 4% or $125,185 at 6%.
BERTORELLI GANDI WON & BEHTI 401K PROFIT SHARING PLAN & TRUST-12$690,071$180,267$15,022iApproximate average salary by contribution assumption: employee only about $375,556 at 4% or $250,371 at 6%; with 50% employer match about $250,371 at 4% or $166,914 at 6%; with 100% employer match about $187,778 at 4% or $125,185 at 6%.
200619$471,966$168,464$18,718iApproximate average salary by contribution assumption: employee only about $467,956 at 4% or $311,970 at 6%; with 50% employer match about $311,970 at 4% or $207,980 at 6%; with 100% employer match about $233,978 at 4% or $155,985 at 6%.
Bertorelli & Company 401K Plan-9$471,966$168,464$18,718iApproximate average salary by contribution assumption: employee only about $467,956 at 4% or $311,970 at 6%; with 50% employer match about $311,970 at 4% or $207,980 at 6%; with 100% employer match about $233,978 at 4% or $155,985 at 6%.
200519$292,942$92,112$10,235iApproximate average salary by contribution assumption: employee only about $255,867 at 4% or $170,578 at 6%; with 50% employer match about $170,578 at 4% or $113,719 at 6%; with 100% employer match about $127,933 at 4% or $85,289 at 6%.
Bertorelli & Company 401K Plan-9$292,942$92,112$10,235iApproximate average salary by contribution assumption: employee only about $255,867 at 4% or $170,578 at 6%; with 50% employer match about $170,578 at 4% or $113,719 at 6%; with 100% employer match about $127,933 at 4% or $85,289 at 6%.
2004110$231,225$64,650$6,465iApproximate average salary by contribution assumption: employee only about $161,625 at 4% or $107,750 at 6%; with 50% employer match about $107,750 at 4% or $71,833 at 6%; with 100% employer match about $80,813 at 4% or $53,875 at 6%.
Bertorelli & Company 401K Plan-10$231,225$64,650$6,465iApproximate average salary by contribution assumption: employee only about $161,625 at 4% or $107,750 at 6%; with 50% employer match about $107,750 at 4% or $71,833 at 6%; with 100% employer match about $80,813 at 4% or $53,875 at 6%.
2003110$221,667$77,006$7,701iApproximate average salary by contribution assumption: employee only about $192,515 at 4% or $128,343 at 6%; with 50% employer match about $128,343 at 4% or $85,562 at 6%; with 100% employer match about $96,258 at 4% or $64,172 at 6%.
Bertorelli & Company 401K Plan-10$221,667$77,006$7,701iApproximate average salary by contribution assumption: employee only about $192,515 at 4% or $128,343 at 6%; with 50% employer match about $128,343 at 4% or $85,562 at 6%; with 100% employer match about $96,258 at 4% or $64,172 at 6%.
2002111$135,240$37,466$3,406iApproximate average salary by contribution assumption: employee only about $85,150 at 4% or $56,767 at 6%; with 50% employer match about $56,767 at 4% or $37,844 at 6%; with 100% employer match about $42,575 at 4% or $28,383 at 6%.
Bertorelli & Company 401K Plan-11$135,240$37,466$3,406iApproximate average salary by contribution assumption: employee only about $85,150 at 4% or $56,767 at 6%; with 50% employer match about $56,767 at 4% or $37,844 at 6%; with 100% employer match about $42,575 at 4% or $28,383 at 6%.
2001111$171,348$42,493$3,863iApproximate average salary by contribution assumption: employee only about $96,575 at 4% or $64,383 at 6%; with 50% employer match about $64,383 at 4% or $42,922 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
Bertorelli & Company 401K Plan-11$171,348$42,493$3,863iApproximate average salary by contribution assumption: employee only about $96,575 at 4% or $64,383 at 6%; with 50% employer match about $64,383 at 4% or $42,922 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
2000110$158,945$49,438$4,944iApproximate average salary by contribution assumption: employee only about $123,595 at 4% or $82,397 at 6%; with 50% employer match about $82,397 at 4% or $54,931 at 6%; with 100% employer match about $61,798 at 4% or $41,198 at 6%.
Bertorelli & Company 401K Plan-10$158,945$49,438$4,944iApproximate average salary by contribution assumption: employee only about $123,595 at 4% or $82,397 at 6%; with 50% employer match about $82,397 at 4% or $54,931 at 6%; with 100% employer match about $61,798 at 4% or $41,198 at 6%.
1999115$135,837$56,392$3,759iApproximate average salary by contribution assumption: employee only about $93,987 at 4% or $62,658 at 6%; with 50% employer match about $62,658 at 4% or $41,772 at 6%; with 100% employer match about $46,993 at 4% or $31,329 at 6%.
Bertorelli & Company 401K Plan-15$135,837$56,392$3,759iApproximate average salary by contribution assumption: employee only about $93,987 at 4% or $62,658 at 6%; with 50% employer match about $62,658 at 4% or $41,772 at 6%; with 100% employer match about $46,993 at 4% or $31,329 at 6%.