Civic Intelligence
Filing

Bertech 401K Plan

Interstate Group Inc. DBA Bertech • EIN 95-4537196 • Torrance, CA • Plan year 2000

Company ProfileSource Archive
640 Maple AvenueTorrance, CA 90503
Filing Insights

Participants

Flat

8 → 8

0 • 0.00%

Assets

Up

$22,730 → $25,967

$3,237 • 14.24%

Investment Management Fee

-

Admin expenses - • Total expenses $20,970

Filing Details

Context
Net investment result
$3,237
Pension payor EIN
22-3349688

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$913,457$626,000$78,250iApproximate average salary by contribution assumption: employee only about $1,956,250 at 4% or $1,304,167 at 6%; with 50% employer match about $1,304,167 at 4% or $869,444 at 6%; with 100% employer match about $978,125 at 4% or $652,083 at 6%.
BERTECH DEFINED BENEFIT PLAN-8$913,457$626,000$78,250iApproximate average salary by contribution assumption: employee only about $1,956,250 at 4% or $1,304,167 at 6%; with 50% employer match about $1,304,167 at 4% or $869,444 at 6%; with 100% employer match about $978,125 at 4% or $652,083 at 6%.
2024211$1,399,784$932,406$84,764iApproximate average salary by contribution assumption: employee only about $2,119,105 at 4% or $1,412,736 at 6%; with 50% employer match about $1,412,736 at 4% or $941,824 at 6%; with 100% employer match about $1,059,552 at 4% or $706,368 at 6%.
BERTECH DEFINED BENEFIT PLAN-10$936,975$719,100$71,910iApproximate average salary by contribution assumption: employee only about $1,797,750 at 4% or $1,198,500 at 6%; with 50% employer match about $1,198,500 at 4% or $799,000 at 6%; with 100% employer match about $898,875 at 4% or $599,250 at 6%.
Bertech 401(K) Plan-11$462,809$213,306$19,391iApproximate average salary by contribution assumption: employee only about $484,786 at 4% or $323,191 at 6%; with 50% employer match about $323,191 at 4% or $215,461 at 6%; with 100% employer match about $242,393 at 4% or $161,595 at 6%.
202329$1,205,731$545,807$60,645iApproximate average salary by contribution assumption: employee only about $1,516,131 at 4% or $1,010,754 at 6%; with 50% employer match about $1,010,754 at 4% or $673,836 at 6%; with 100% employer match about $758,065 at 4% or $505,377 at 6%.
BERTECH DEFINED BENEFIT PLAN-8$897,696$455,000$56,875iApproximate average salary by contribution assumption: employee only about $1,421,875 at 4% or $947,917 at 6%; with 50% employer match about $947,917 at 4% or $631,944 at 6%; with 100% employer match about $710,938 at 4% or $473,958 at 6%.
Bertech 401(K) Plan-9$308,035$90,807$10,090iApproximate average salary by contribution assumption: employee only about $252,242 at 4% or $168,161 at 6%; with 50% employer match about $168,161 at 4% or $112,107 at 6%; with 100% employer match about $126,121 at 4% or $84,081 at 6%.
202226$2,085,921$617,484$102,914iApproximate average salary by contribution assumption: employee only about $2,572,850 at 4% or $1,715,233 at 6%; with 50% employer match about $1,715,233 at 4% or $1,143,489 at 6%; with 100% employer match about $1,286,425 at 4% or $857,617 at 6%.
BERTECH DEFINED BENEFIT PLAN-5$1,331,050$474,566$94,913iApproximate average salary by contribution assumption: employee only about $2,372,830 at 4% or $1,581,887 at 6%; with 50% employer match about $1,581,887 at 4% or $1,054,591 at 6%; with 100% employer match about $1,186,415 at 4% or $790,943 at 6%.
Bertech 401(K) Plan-6$754,871$142,918$23,820iApproximate average salary by contribution assumption: employee only about $595,492 at 4% or $396,994 at 6%; with 50% employer match about $396,994 at 4% or $264,663 at 6%; with 100% employer match about $297,746 at 4% or $198,497 at 6%.
202127$1,800,697$515,419$73,631iApproximate average salary by contribution assumption: employee only about $1,840,782 at 4% or $1,227,188 at 6%; with 50% employer match about $1,227,188 at 4% or $818,125 at 6%; with 100% employer match about $920,391 at 4% or $613,594 at 6%.
BERTECH DEFINED BENEFIT PLAN-7$932,053$378,933$54,133iApproximate average salary by contribution assumption: employee only about $1,353,332 at 4% or $902,221 at 6%; with 50% employer match about $902,221 at 4% or $601,481 at 6%; with 100% employer match about $676,666 at 4% or $451,111 at 6%.
Bertech 401(K) Plan-7$868,644$136,486$19,498iApproximate average salary by contribution assumption: employee only about $487,450 at 4% or $324,967 at 6%; with 50% employer match about $324,967 at 4% or $216,644 at 6%; with 100% employer match about $243,725 at 4% or $162,483 at 6%.
202026$1,147,729$265,876$44,313iApproximate average salary by contribution assumption: employee only about $1,107,817 at 4% or $738,544 at 6%; with 50% employer match about $738,544 at 4% or $492,363 at 6%; with 100% employer match about $553,908 at 4% or $369,272 at 6%.
Bertech 401(K) Plan-6$647,956$123,876$20,646iApproximate average salary by contribution assumption: employee only about $516,150 at 4% or $344,100 at 6%; with 50% employer match about $344,100 at 4% or $229,400 at 6%; with 100% employer match about $258,075 at 4% or $172,050 at 6%.
BERTECH DEFINED BENEFIT PLAN-6$499,773$142,000$23,667iApproximate average salary by contribution assumption: employee only about $591,667 at 4% or $394,444 at 6%; with 50% employer match about $394,444 at 4% or $262,963 at 6%; with 100% employer match about $295,833 at 4% or $197,222 at 6%.
201927$794,113$228,989$32,713iApproximate average salary by contribution assumption: employee only about $817,818 at 4% or $545,212 at 6%; with 50% employer match about $545,212 at 4% or $363,475 at 6%; with 100% employer match about $408,909 at 4% or $272,606 at 6%.
Bertech 401(K) Plan-7$467,573$118,302$16,900iApproximate average salary by contribution assumption: employee only about $422,507 at 4% or $281,671 at 6%; with 50% employer match about $281,671 at 4% or $187,781 at 6%; with 100% employer match about $211,254 at 4% or $140,836 at 6%.
BERTECH DEFINED BENEFIT PLAN-6$326,540$110,687$18,448iApproximate average salary by contribution assumption: employee only about $461,196 at 4% or $307,464 at 6%; with 50% employer match about $307,464 at 4% or $204,976 at 6%; with 100% employer match about $230,598 at 4% or $153,732 at 6%.
201825$521,217$214,414$42,883iApproximate average salary by contribution assumption: employee only about $1,072,070 at 4% or $714,713 at 6%; with 50% employer match about $714,713 at 4% or $476,476 at 6%; with 100% employer match about $536,035 at 4% or $357,357 at 6%.
Bertech 401(K) Plan-5$320,881$114,204$22,841iApproximate average salary by contribution assumption: employee only about $571,020 at 4% or $380,680 at 6%; with 50% employer match about $380,680 at 4% or $253,787 at 6%; with 100% employer match about $285,510 at 4% or $190,340 at 6%.
BERTECH DEFINED BENEFIT PLAN-4$200,336$100,210$25,053iApproximate average salary by contribution assumption: employee only about $626,313 at 4% or $417,542 at 6%; with 50% employer match about $417,542 at 4% or $278,361 at 6%; with 100% employer match about $313,156 at 4% or $208,771 at 6%.
201725$312,908$188,288$37,658iApproximate average salary by contribution assumption: employee only about $941,440 at 4% or $627,627 at 6%; with 50% employer match about $627,627 at 4% or $418,418 at 6%; with 100% employer match about $470,720 at 4% or $313,813 at 6%.
Bertech 401(K) Plan-5$209,580$84,960$16,992iApproximate average salary by contribution assumption: employee only about $424,800 at 4% or $283,200 at 6%; with 50% employer match about $283,200 at 4% or $188,800 at 6%; with 100% employer match about $212,400 at 4% or $141,600 at 6%.
BERTECH DEFINED BENEFIT PLAN-4$103,328$103,328$25,832iApproximate average salary by contribution assumption: employee only about $645,800 at 4% or $430,533 at 6%; with 50% employer match about $430,533 at 4% or $287,022 at 6%; with 100% employer match about $322,900 at 4% or $215,267 at 6%.
201615$123,033$123,307$24,661iApproximate average salary by contribution assumption: employee only about $616,535 at 4% or $411,023 at 6%; with 50% employer match about $411,023 at 4% or $274,016 at 6%; with 100% employer match about $308,268 at 4% or $205,512 at 6%.
Bertech 401(K) Plan-5$123,033$123,307$24,661iApproximate average salary by contribution assumption: employee only about $616,535 at 4% or $411,023 at 6%; with 50% employer match about $411,023 at 4% or $274,016 at 6%; with 100% employer match about $308,268 at 4% or $205,512 at 6%.
2002124$23,595$5,570$232iApproximate average salary by contribution assumption: employee only about $5,802 at 4% or $3,868 at 6%; with 50% employer match about $3,868 at 4% or $2,579 at 6%; with 100% employer match about $2,901 at 4% or $1,934 at 6%.
Bertech 401K Plan-24$23,595$5,570$232iApproximate average salary by contribution assumption: employee only about $5,802 at 4% or $3,868 at 6%; with 50% employer match about $3,868 at 4% or $2,579 at 6%; with 100% employer match about $2,901 at 4% or $1,934 at 6%.
2001125$29,755$13,506$540iApproximate average salary by contribution assumption: employee only about $13,506 at 4% or $9,004 at 6%; with 50% employer match about $9,004 at 4% or $6,003 at 6%; with 100% employer match about $6,753 at 4% or $4,502 at 6%.
Bertech 401K Plan-25$29,755$13,506$540iApproximate average salary by contribution assumption: employee only about $13,506 at 4% or $9,004 at 6%; with 50% employer match about $9,004 at 4% or $6,003 at 6%; with 100% employer match about $6,753 at 4% or $4,502 at 6%.
200018$25,967$26,325$3,291iApproximate average salary by contribution assumption: employee only about $82,266 at 4% or $54,844 at 6%; with 50% employer match about $54,844 at 4% or $36,563 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
Bertech 401K PlanCurrent8$25,967$26,325$3,291iApproximate average salary by contribution assumption: employee only about $82,266 at 4% or $54,844 at 6%; with 50% employer match about $54,844 at 4% or $36,563 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
199917$22,730$21,971$3,139iApproximate average salary by contribution assumption: employee only about $78,468 at 4% or $52,312 at 6%; with 50% employer match about $52,312 at 4% or $34,875 at 6%; with 100% employer match about $39,234 at 4% or $26,156 at 6%.
Bertech 401K Plan-7$22,730$21,971$3,139iApproximate average salary by contribution assumption: employee only about $78,468 at 4% or $52,312 at 6%; with 50% employer match about $52,312 at 4% or $34,875 at 6%; with 100% employer match about $39,234 at 4% or $26,156 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$25,967$3,237 change

Balance Sheet

Beginning and end of plan year.

Total assets$22,730$25,967Increase +$3,237 (14.24%)
Total liabilities$0$0No change $0
Net assets$22,730$25,967Increase +$3,237 (14.24%)

Contributions

Employer contributions$5,046
Participant contributions$21,279
Other contributions$0

Income & Expenses

Total income$24,207
Total expenses$20,970
Net income$3,237
Source fields
Schedule I source fields
Filing Id
84037018211032
Schedule I EIN
95-4537196
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$22,730
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$22,730
Small plan total assets at end of year
$25,967
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$25,967
Small plan employer contributions
$5,046
Small plan participant contributions
$21,279
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-2,118
Small plan total income
$24,207
Small plan total benefit distributions
$14,278
Small Corrective Distribution Amount
$5,034
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,658
Small plan total expenses
$20,970
Small plan net income or loss
$3,237
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN22-3349688

Transfers

Distributed property value$0
Schedule R source fields
Payor 22-3349688
Filing Id
84037018211032
Schedule R EIN
95-4537196
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
22-3349688
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0