Bertch Associates, Inc.

Daniel F Bertch Registered Agent

7070 S 2300 E # 100, SALT LAKE CITY, UT 84121

7070 S 2300 E # 100, SALT LAKE CITY, UT 84121 View Map

Form 5500

7070 S 2300 E Suite 100, Cottonwood Heights, Ut 84121 (801) 424-3800 EIN:81-2343934 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$682,834 / $936,166	2023	BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 9	$682,834 / $936,166
2022	Plan NameBERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$709,200 / $682,834	2022	BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 8	$709,200 / $682,834
2021	Plan NameBERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$561,514 / $709,200	2021	BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 6	$561,514 / $709,200
2020	Plan NameBERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$562,046 / $561,514	2020	BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$562,046 / $561,514
2019	Plan NameBERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$393,151 / $562,046	2019	BERTCH ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 5	$393,151 / $562,046

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7070 South 2300 East Suite 100, SALT LAKE CITY, UT 84121 Industry:Offices of Lawyers

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$45,800 Forgiven$46,303 LenderZions Bank, A Division of Jobs6	04/15/2020	$45,800	$46,303	Zions Bank, A Division of	6

PPP Loans based on Paycheck Protection Program.

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Address Match:7070 S 2300 E Salt Lake City, UT

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

Company Summary