Civic Intelligence

Bertha a. Gonzalez D.O. Inc.

Plan context: BERTHA A. GONZALEZ D.O. INC. CASH BALANCE PLAN

EIN 95-4707252 • Montebello, CA • 28 filings • 7 plans

3106 W. Beverly BlvdMontebello, CA 90640
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,471,932

2024 Contributions

$307,283

Historical Graphs

Total Assets Over Time

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

$3,471,932$1,735,966$0201120182024YearValue
$3,471,932Latest year 2024

Participants Over Time

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

1370201120182024YearValue
10Latest year 2024

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
2024210$3,471,932$307,283$30,728iApproximate average salary by contribution assumption: employee only about $768,208 at 4% or $512,138 at 6%; with 50% employer match about $512,138 at 4% or $341,426 at 6%; with 100% employer match about $384,104 at 4% or $256,069 at 6%.
BERTHA A. GONZALEZ D.O. INC. CASH BALANCE PLAN-10$1,792,175$220,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-10$1,679,757$87,283$8,728iApproximate average salary by contribution assumption: employee only about $218,207 at 4% or $145,472 at 6%; with 50% employer match about $145,472 at 4% or $96,981 at 6%; with 100% employer match about $109,104 at 4% or $72,736 at 6%.
2023210$2,875,177$176,046$17,605iApproximate average salary by contribution assumption: employee only about $440,115 at 4% or $293,410 at 6%; with 50% employer match about $293,410 at 4% or $195,607 at 6%; with 100% employer match about $220,057 at 4% or $146,705 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-10$1,449,609$115,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-10$1,425,568$61,046$6,105iApproximate average salary by contribution assumption: employee only about $152,615 at 4% or $101,743 at 6%; with 50% employer match about $101,743 at 4% or $67,829 at 6%; with 100% employer match about $76,308 at 4% or $50,872 at 6%.
2022211$2,476,506$208,608$18,964iApproximate average salary by contribution assumption: employee only about $474,109 at 4% or $316,073 at 6%; with 50% employer match about $316,073 at 4% or $210,715 at 6%; with 100% employer match about $237,055 at 4% or $158,036 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-11$1,311,535$134,904$12,264iApproximate average salary by contribution assumption: employee only about $306,600 at 4% or $204,400 at 6%; with 50% employer match about $204,400 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-11$1,164,971$73,704$6,700iApproximate average salary by contribution assumption: employee only about $167,509 at 4% or $111,673 at 6%; with 50% employer match about $111,673 at 4% or $74,448 at 6%; with 100% employer match about $83,755 at 4% or $55,836 at 6%.
2021212$2,556,567$261,821$21,818iApproximate average salary by contribution assumption: employee only about $545,460 at 4% or $363,640 at 6%; with 50% employer match about $363,640 at 4% or $242,427 at 6%; with 100% employer match about $272,730 at 4% or $181,820 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-11$1,312,965$146,498$13,318iApproximate average salary by contribution assumption: employee only about $332,950 at 4% or $221,967 at 6%; with 50% employer match about $221,967 at 4% or $147,978 at 6%; with 100% employer match about $166,475 at 4% or $110,983 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-12$1,243,602$115,323$9,610iApproximate average salary by contribution assumption: employee only about $240,256 at 4% or $160,171 at 6%; with 50% employer match about $160,171 at 4% or $106,781 at 6%; with 100% employer match about $120,128 at 4% or $80,085 at 6%.
2020212$2,050,788$120,644$10,054iApproximate average salary by contribution assumption: employee only about $251,342 at 4% or $167,561 at 6%; with 50% employer match about $167,561 at 4% or $111,707 at 6%; with 100% employer match about $125,671 at 4% or $83,781 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-12$1,031,377$119,285$9,940iApproximate average salary by contribution assumption: employee only about $248,510 at 4% or $165,674 at 6%; with 50% employer match about $165,674 at 4% or $110,449 at 6%; with 100% employer match about $124,255 at 4% or $82,837 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-11$1,019,411$1,359$124iApproximate average salary by contribution assumption: employee only about $3,089 at 4% or $2,059 at 6%; with 50% employer match about $2,059 at 4% or $1,373 at 6%; with 100% employer match about $1,544 at 4% or $1,030 at 6%.
2019213$1,785,158$133,065$10,236iApproximate average salary by contribution assumption: employee only about $255,894 at 4% or $170,596 at 6%; with 50% employer match about $170,596 at 4% or $113,731 at 6%; with 100% employer match about $127,947 at 4% or $85,298 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-11$917,861$92,980$8,453iApproximate average salary by contribution assumption: employee only about $211,318 at 4% or $140,879 at 6%; with 50% employer match about $140,879 at 4% or $93,919 at 6%; with 100% employer match about $105,659 at 4% or $70,439 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-13$867,297$40,085$3,083iApproximate average salary by contribution assumption: employee only about $77,087 at 4% or $51,391 at 6%; with 50% employer match about $51,391 at 4% or $34,261 at 6%; with 100% employer match about $38,543 at 4% or $25,696 at 6%.
2018212$1,504,653$135,384$11,282iApproximate average salary by contribution assumption: employee only about $282,050 at 4% or $188,033 at 6%; with 50% employer match about $188,033 at 4% or $125,356 at 6%; with 100% employer match about $141,025 at 4% or $94,017 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-12$754,042$85,384$7,115iApproximate average salary by contribution assumption: employee only about $177,883 at 4% or $118,589 at 6%; with 50% employer match about $118,589 at 4% or $79,059 at 6%; with 100% employer match about $88,942 at 4% or $59,294 at 6%.
BERTHA A. GONZALEZ, D.O., INC CASH BALANCE PLAN-10$750,611$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2017213$1,452,756$88,867$6,836iApproximate average salary by contribution assumption: employee only about $170,898 at 4% or $113,932 at 6%; with 50% employer match about $113,932 at 4% or $75,955 at 6%; with 100% employer match about $85,449 at 4% or $56,966 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-13$746,793$88,867$6,836iApproximate average salary by contribution assumption: employee only about $170,898 at 4% or $113,932 at 6%; with 50% employer match about $113,932 at 4% or $75,955 at 6%; with 100% employer match about $85,449 at 4% or $56,966 at 6%.
BERTHA A GONZALEZ DO INC CASH BALANCE PLAN-10$705,963--
2016212$1,222,073$190,451$15,871iApproximate average salary by contribution assumption: employee only about $396,773 at 4% or $264,515 at 6%; with 50% employer match about $264,515 at 4% or $176,344 at 6%; with 100% employer match about $198,386 at 4% or $132,258 at 6%.
BERTHA A GONZALEZ DO INC CASH BALANCE PLAN-7$654,556$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-12$567,517$90,451$7,538iApproximate average salary by contribution assumption: employee only about $188,440 at 4% or $125,626 at 6%; with 50% employer match about $125,626 at 4% or $83,751 at 6%; with 100% employer match about $94,220 at 4% or $62,813 at 6%.
201529$990,972$239,802$26,645iApproximate average salary by contribution assumption: employee only about $666,117 at 4% or $444,078 at 6%; with 50% employer match about $444,078 at 4% or $296,052 at 6%; with 100% employer match about $333,058 at 4% or $222,039 at 6%.
BERTHA A GONZALEZ DO INC CASH BALANCE PLAN-7$539,794$161,173$23,025iApproximate average salary by contribution assumption: employee only about $575,618 at 4% or $383,745 at 6%; with 50% employer match about $383,745 at 4% or $255,830 at 6%; with 100% employer match about $287,809 at 4% or $191,873 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-9$451,178$78,629$8,737iApproximate average salary by contribution assumption: employee only about $218,414 at 4% or $145,609 at 6%; with 50% employer match about $145,609 at 4% or $97,073 at 6%; with 100% employer match about $109,207 at 4% or $72,805 at 6%.
201429$754,719$45,564$5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-9$378,909$45,564$5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
BERTHA A. GONZALEZ, D.O., INC. CASH BALANCE PLAN-7$375,810$0-
201328$686,770$84,470$10,559iApproximate average salary by contribution assumption: employee only about $263,969 at 4% or $175,979 at 6%; with 50% employer match about $175,979 at 4% or $117,319 at 6%; with 100% employer match about $131,984 at 4% or $87,990 at 6%.
BERTHA A. GONZALEZ, D.O., INC. CASH BALANCE PLAN-7$364,057$61,680$8,811iApproximate average salary by contribution assumption: employee only about $220,286 at 4% or $146,857 at 6%; with 50% employer match about $146,857 at 4% or $97,905 at 6%; with 100% employer match about $110,143 at 4% or $73,429 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-8$322,713$22,790$2,849iApproximate average salary by contribution assumption: employee only about $71,219 at 4% or $47,479 at 6%; with 50% employer match about $47,479 at 4% or $31,653 at 6%; with 100% employer match about $35,609 at 4% or $23,740 at 6%.
201227$537,639$233,094$33,299iApproximate average salary by contribution assumption: employee only about $832,479 at 4% or $554,986 at 6%; with 50% employer match about $554,986 at 4% or $369,990 at 6%; with 100% employer match about $416,239 at 4% or $277,493 at 6%.
BERTHA A. GONZALEZ, D.O., INC. CASH BALANCE PLAN-4$287,252$193,613$48,403iApproximate average salary by contribution assumption: employee only about $1,210,081 at 4% or $806,721 at 6%; with 50% employer match about $806,721 at 4% or $537,814 at 6%; with 100% employer match about $605,041 at 4% or $403,360 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-7$250,387$39,481$5,640iApproximate average salary by contribution assumption: employee only about $141,004 at 4% or $94,002 at 6%; with 50% employer match about $94,002 at 4% or $62,668 at 6%; with 100% employer match about $70,502 at 4% or $47,001 at 6%.
201128$304,905$135,588$16,949iApproximate average salary by contribution assumption: employee only about $423,713 at 4% or $282,475 at 6%; with 50% employer match about $282,475 at 4% or $188,317 at 6%; with 100% employer match about $211,856 at 4% or $141,238 at 6%.
Bertha a. Gonzalez D.O. Inc. 401(K) Profit Sharing Plan-8$209,743$40,426$5,053iApproximate average salary by contribution assumption: employee only about $126,331 at 4% or $84,221 at 6%; with 50% employer match about $84,221 at 4% or $56,147 at 6%; with 100% employer match about $63,166 at 4% or $42,110 at 6%.
BERTHA A. GONZALEZ, D.O., INC. CASH BALANCE PLAN-4$95,162$95,162$23,791iApproximate average salary by contribution assumption: employee only about $594,763 at 4% or $396,508 at 6%; with 50% employer match about $396,508 at 4% or $264,339 at 6%; with 100% employer match about $297,381 at 4% or $198,254 at 6%.