Beers & Story Inc.
Plan context: Beers & Story Inc. Profit Sharing Plan and Trust
EIN 04-2522372 • Palmer, MA • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
7
2020 Assets
$3,631,029
2020 Contributions
$154,699
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2019 | 1 | 7 | $3,631,029 | $154,699 | $22,100iApproximate average salary by contribution assumption: employee only about $552,496 at 4% or $368,331 at 6%; with 50% employer match about $368,331 at 4% or $245,554 at 6%; with 100% employer match about $276,248 at 4% or $184,165 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 7 | $3,631,029 | $154,699 | $22,100iApproximate average salary by contribution assumption: employee only about $552,496 at 4% or $368,331 at 6%; with 50% employer match about $368,331 at 4% or $245,554 at 6%; with 100% employer match about $276,248 at 4% or $184,165 at 6%. |
| 2018 | 1 | 6 | $2,634,944 | $164,646 | $27,441iApproximate average salary by contribution assumption: employee only about $686,025 at 4% or $457,350 at 6%; with 50% employer match about $457,350 at 4% or $304,900 at 6%; with 100% employer match about $343,013 at 4% or $228,675 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 6 | $2,634,944 | $164,646 | $27,441iApproximate average salary by contribution assumption: employee only about $686,025 at 4% or $457,350 at 6%; with 50% employer match about $457,350 at 4% or $304,900 at 6%; with 100% employer match about $343,013 at 4% or $228,675 at 6%. |
| 2017 | 1 | 6 | $2,597,793 | $153,451 | $25,575iApproximate average salary by contribution assumption: employee only about $639,379 at 4% or $426,253 at 6%; with 50% employer match about $426,253 at 4% or $284,169 at 6%; with 100% employer match about $319,690 at 4% or $213,126 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 6 | $2,597,793 | $153,451 | $25,575iApproximate average salary by contribution assumption: employee only about $639,379 at 4% or $426,253 at 6%; with 50% employer match about $426,253 at 4% or $284,169 at 6%; with 100% employer match about $319,690 at 4% or $213,126 at 6%. |
| 2016 | 1 | 7 | $2,002,512 | $146,543 | $20,935iApproximate average salary by contribution assumption: employee only about $523,368 at 4% or $348,912 at 6%; with 50% employer match about $348,912 at 4% or $232,608 at 6%; with 100% employer match about $261,684 at 4% or $174,456 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 7 | $2,002,512 | $146,543 | $20,935iApproximate average salary by contribution assumption: employee only about $523,368 at 4% or $348,912 at 6%; with 50% employer match about $348,912 at 4% or $232,608 at 6%; with 100% employer match about $261,684 at 4% or $174,456 at 6%. |
| 2015 | 1 | 8 | $2,253,598 | $118,527 | $14,816iApproximate average salary by contribution assumption: employee only about $370,397 at 4% or $246,931 at 6%; with 50% employer match about $246,931 at 4% or $164,621 at 6%; with 100% employer match about $185,198 at 4% or $123,466 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 8 | $2,253,598 | $118,527 | $14,816iApproximate average salary by contribution assumption: employee only about $370,397 at 4% or $246,931 at 6%; with 50% employer match about $246,931 at 4% or $164,621 at 6%; with 100% employer match about $185,198 at 4% or $123,466 at 6%. |
| 2014 | 1 | 8 | $2,106,281 | $99,755 | $12,469iApproximate average salary by contribution assumption: employee only about $311,734 at 4% or $207,823 at 6%; with 50% employer match about $207,823 at 4% or $138,549 at 6%; with 100% employer match about $155,867 at 4% or $103,911 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 8 | $2,106,281 | $99,755 | $12,469iApproximate average salary by contribution assumption: employee only about $311,734 at 4% or $207,823 at 6%; with 50% employer match about $207,823 at 4% or $138,549 at 6%; with 100% employer match about $155,867 at 4% or $103,911 at 6%. |
| 2013 | 1 | 7 | $1,757,740 | $94,400 | $13,486iApproximate average salary by contribution assumption: employee only about $337,143 at 4% or $224,762 at 6%; with 50% employer match about $224,762 at 4% or $149,841 at 6%; with 100% employer match about $168,571 at 4% or $112,381 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 7 | $1,757,740 | $94,400 | $13,486iApproximate average salary by contribution assumption: employee only about $337,143 at 4% or $224,762 at 6%; with 50% employer match about $224,762 at 4% or $149,841 at 6%; with 100% employer match about $168,571 at 4% or $112,381 at 6%. |
| 2012 | 1 | 6 | $1,248,786 | $87,837 | $14,640iApproximate average salary by contribution assumption: employee only about $365,988 at 4% or $243,992 at 6%; with 50% employer match about $243,992 at 4% or $162,661 at 6%; with 100% employer match about $182,994 at 4% or $121,996 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 6 | $1,248,786 | $87,837 | $14,640iApproximate average salary by contribution assumption: employee only about $365,988 at 4% or $243,992 at 6%; with 50% employer match about $243,992 at 4% or $162,661 at 6%; with 100% employer match about $182,994 at 4% or $121,996 at 6%. |
| 2011 | 1 | 6 | $1,056,308 | $89,654 | $14,942iApproximate average salary by contribution assumption: employee only about $373,558 at 4% or $249,039 at 6%; with 50% employer match about $249,039 at 4% or $166,026 at 6%; with 100% employer match about $186,779 at 4% or $124,519 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 6 | $1,056,308 | $89,654 | $14,942iApproximate average salary by contribution assumption: employee only about $373,558 at 4% or $249,039 at 6%; with 50% employer match about $249,039 at 4% or $166,026 at 6%; with 100% employer match about $186,779 at 4% or $124,519 at 6%. |
| 2010 | 1 | 4 | $933,122 | $86,244 | $21,561iApproximate average salary by contribution assumption: employee only about $539,025 at 4% or $359,350 at 6%; with 50% employer match about $359,350 at 4% or $239,567 at 6%; with 100% employer match about $269,513 at 4% or $179,675 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $933,122 | $86,244 | $21,561iApproximate average salary by contribution assumption: employee only about $539,025 at 4% or $359,350 at 6%; with 50% employer match about $359,350 at 4% or $239,567 at 6%; with 100% employer match about $269,513 at 4% or $179,675 at 6%. |
| 2009 | 1 | 4 | $731,880 | $83,100 | $20,775iApproximate average salary by contribution assumption: employee only about $519,375 at 4% or $346,250 at 6%; with 50% employer match about $346,250 at 4% or $230,833 at 6%; with 100% employer match about $259,688 at 4% or $173,125 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $731,880 | $83,100 | $20,775iApproximate average salary by contribution assumption: employee only about $519,375 at 4% or $346,250 at 6%; with 50% employer match about $346,250 at 4% or $230,833 at 6%; with 100% employer match about $259,688 at 4% or $173,125 at 6%. |
| 2008 | 1 | 4 | $512,723 | $77,798 | $19,450iApproximate average salary by contribution assumption: employee only about $486,238 at 4% or $324,158 at 6%; with 50% employer match about $324,158 at 4% or $216,106 at 6%; with 100% employer match about $243,119 at 4% or $162,079 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $512,723 | $77,798 | $19,450iApproximate average salary by contribution assumption: employee only about $486,238 at 4% or $324,158 at 6%; with 50% employer match about $324,158 at 4% or $216,106 at 6%; with 100% employer match about $243,119 at 4% or $162,079 at 6%. |
| 2007 | 1 | 4 | $626,335 | $77,563 | $19,391iApproximate average salary by contribution assumption: employee only about $484,769 at 4% or $323,179 at 6%; with 50% employer match about $323,179 at 4% or $215,453 at 6%; with 100% employer match about $242,384 at 4% or $161,590 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $626,335 | $77,563 | $19,391iApproximate average salary by contribution assumption: employee only about $484,769 at 4% or $323,179 at 6%; with 50% employer match about $323,179 at 4% or $215,453 at 6%; with 100% employer match about $242,384 at 4% or $161,590 at 6%. |
| 2006 | 1 | 4 | $515,136 | $76,871 | $19,218iApproximate average salary by contribution assumption: employee only about $480,444 at 4% or $320,296 at 6%; with 50% employer match about $320,296 at 4% or $213,531 at 6%; with 100% employer match about $240,222 at 4% or $160,148 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $515,136 | $76,871 | $19,218iApproximate average salary by contribution assumption: employee only about $480,444 at 4% or $320,296 at 6%; with 50% employer match about $320,296 at 4% or $213,531 at 6%; with 100% employer match about $240,222 at 4% or $160,148 at 6%. |
| 2005 | 1 | 4 | $394,986 | $70,696 | $17,674iApproximate average salary by contribution assumption: employee only about $441,850 at 4% or $294,567 at 6%; with 50% employer match about $294,567 at 4% or $196,378 at 6%; with 100% employer match about $220,925 at 4% or $147,283 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $394,986 | $70,696 | $17,674iApproximate average salary by contribution assumption: employee only about $441,850 at 4% or $294,567 at 6%; with 50% employer match about $294,567 at 4% or $196,378 at 6%; with 100% employer match about $220,925 at 4% or $147,283 at 6%. |
| 2004 | 1 | 4 | $302,795 | $66,226 | $16,557iApproximate average salary by contribution assumption: employee only about $413,913 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,961 at 6%; with 100% employer match about $206,956 at 4% or $137,971 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $302,795 | $66,226 | $16,557iApproximate average salary by contribution assumption: employee only about $413,913 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,961 at 6%; with 100% employer match about $206,956 at 4% or $137,971 at 6%. |
| 2003 | 1 | 4 | $202,250 | $66,987 | $16,747iApproximate average salary by contribution assumption: employee only about $418,669 at 4% or $279,113 at 6%; with 50% employer match about $279,113 at 4% or $186,075 at 6%; with 100% employer match about $209,334 at 4% or $139,556 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 4 | $202,250 | $66,987 | $16,747iApproximate average salary by contribution assumption: employee only about $418,669 at 4% or $279,113 at 6%; with 50% employer match about $279,113 at 4% or $186,075 at 6%; with 100% employer match about $209,334 at 4% or $139,556 at 6%. |
| 2002 | 1 | 3 | $235,523 | $45,185 | $15,062iApproximate average salary by contribution assumption: employee only about $376,542 at 4% or $251,028 at 6%; with 50% employer match about $251,028 at 4% or $167,352 at 6%; with 100% employer match about $188,271 at 4% or $125,514 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 3 | $235,523 | $45,185 | $15,062iApproximate average salary by contribution assumption: employee only about $376,542 at 4% or $251,028 at 6%; with 50% employer match about $251,028 at 4% or $167,352 at 6%; with 100% employer match about $188,271 at 4% or $125,514 at 6%. |
| 2001 | 1 | 2 | $88,565 | $24,398 | $12,199iApproximate average salary by contribution assumption: employee only about $304,975 at 4% or $203,317 at 6%; with 50% employer match about $203,317 at 4% or $135,544 at 6%; with 100% employer match about $152,488 at 4% or $101,658 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 2 | $88,565 | $24,398 | $12,199iApproximate average salary by contribution assumption: employee only about $304,975 at 4% or $203,317 at 6%; with 50% employer match about $203,317 at 4% or $135,544 at 6%; with 100% employer match about $152,488 at 4% or $101,658 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $47,377 | $25,688 | $12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%. |
| Beers & Story Inc. Profit Sharing Plan and Trust | - | 2 | $47,377 | $25,688 | $12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%. |