Civic Intelligence

D.M. Bernardi Inc.

Plan context: D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan

EIN 04-2994353 • Wellesley Hills, MA • 14 filings • 3 plans

34 Washington StreetWellesley Hills, MA 02481
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$13,746

2012 Contributions

$11,252

Historical Graphs

Total Assets Over Time

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

$1,449,232$724,616$0199920052011YearValue
$13,746Latest year 2011

Participants Over Time

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

1260199920052011YearValue
2Latest 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
201210$0$0-
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-0$0--
201112$13,746$0-
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-2$13,746$0-
201017$531,600$11,252$1,607iApproximate average salary by contribution assumption: employee only about $40,186 at 4% or $26,790 at 6%; with 50% employer match about $26,790 at 4% or $17,860 at 6%; with 100% employer match about $20,093 at 4% or $13,395 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-7$531,600$11,252$1,607iApproximate average salary by contribution assumption: employee only about $40,186 at 4% or $26,790 at 6%; with 50% employer match about $26,790 at 4% or $17,860 at 6%; with 100% employer match about $20,093 at 4% or $13,395 at 6%.
200910$712,910$20,690-
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-0$712,910$20,690-
200818$673,215$70,720$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-8$673,215$70,720$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
2007110$1,449,232$82,934$8,293iApproximate average salary by contribution assumption: employee only about $207,335 at 4% or $138,223 at 6%; with 50% employer match about $138,223 at 4% or $92,149 at 6%; with 100% employer match about $103,668 at 4% or $69,112 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-10$1,449,232$82,934$8,293iApproximate average salary by contribution assumption: employee only about $207,335 at 4% or $138,223 at 6%; with 50% employer match about $138,223 at 4% or $92,149 at 6%; with 100% employer match about $103,668 at 4% or $69,112 at 6%.
2006110$1,377,519$87,665$8,767iApproximate average salary by contribution assumption: employee only about $219,163 at 4% or $146,108 at 6%; with 50% employer match about $146,108 at 4% or $97,406 at 6%; with 100% employer match about $109,581 at 4% or $73,054 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-10$1,377,519$87,665$8,767iApproximate average salary by contribution assumption: employee only about $219,163 at 4% or $146,108 at 6%; with 50% employer match about $146,108 at 4% or $97,406 at 6%; with 100% employer match about $109,581 at 4% or $73,054 at 6%.
200519$1,156,374$97,696$10,855iApproximate average salary by contribution assumption: employee only about $271,378 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,612 at 6%; with 100% employer match about $135,689 at 4% or $90,459 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-9$1,156,374$97,696$10,855iApproximate average salary by contribution assumption: employee only about $271,378 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,612 at 6%; with 100% employer match about $135,689 at 4% or $90,459 at 6%.
2004111$993,260$96,705$8,791iApproximate average salary by contribution assumption: employee only about $219,784 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,892 at 4% or $73,261 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-11$993,260$96,705$8,791iApproximate average salary by contribution assumption: employee only about $219,784 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,892 at 4% or $73,261 at 6%.
2003110$832,899$92,775$9,278iApproximate average salary by contribution assumption: employee only about $231,938 at 4% or $154,625 at 6%; with 50% employer match about $154,625 at 4% or $103,083 at 6%; with 100% employer match about $115,969 at 4% or $77,313 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-10$832,899$92,775$9,278iApproximate average salary by contribution assumption: employee only about $231,938 at 4% or $154,625 at 6%; with 50% employer match about $154,625 at 4% or $103,083 at 6%; with 100% employer match about $115,969 at 4% or $77,313 at 6%.
2002110$580,858$100,364$10,036iApproximate average salary by contribution assumption: employee only about $250,910 at 4% or $167,273 at 6%; with 50% employer match about $167,273 at 4% or $111,516 at 6%; with 100% employer match about $125,455 at 4% or $83,637 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-10$580,858$100,364$10,036iApproximate average salary by contribution assumption: employee only about $250,910 at 4% or $167,273 at 6%; with 50% employer match about $167,273 at 4% or $111,516 at 6%; with 100% employer match about $125,455 at 4% or $83,637 at 6%.
2001111$627,811$66,588$6,053iApproximate average salary by contribution assumption: employee only about $151,336 at 4% or $100,891 at 6%; with 50% employer match about $100,891 at 4% or $67,261 at 6%; with 100% employer match about $75,668 at 4% or $50,445 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-11$627,811$66,588$6,053iApproximate average salary by contribution assumption: employee only about $151,336 at 4% or $100,891 at 6%; with 50% employer match about $100,891 at 4% or $67,261 at 6%; with 100% employer match about $75,668 at 4% or $50,445 at 6%.
2000111$738,130$61,510$5,592iApproximate average salary by contribution assumption: employee only about $139,795 at 4% or $93,197 at 6%; with 50% employer match about $93,197 at 4% or $62,131 at 6%; with 100% employer match about $69,898 at 4% or $46,598 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-11$738,130$61,510$5,592iApproximate average salary by contribution assumption: employee only about $139,795 at 4% or $93,197 at 6%; with 50% employer match about $93,197 at 4% or $62,131 at 6%; with 100% employer match about $69,898 at 4% or $46,598 at 6%.
1999112$773,752$52,048$4,337iApproximate average salary by contribution assumption: employee only about $108,433 at 4% or $72,289 at 6%; with 50% employer match about $72,289 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,144 at 6%.
D.M. Bernardi Inc. Amended & Restated 401K Profit Sharing Plan-12$773,752$52,048$4,337iApproximate average salary by contribution assumption: employee only about $108,433 at 4% or $72,289 at 6%; with 50% employer match about $72,289 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,144 at 6%.