Civic Intelligence

Berkshire Money Management Inc

Plan context: Berkshire Money Management Inc Retirement Trust

EIN 04-3556944 • Dalton, MA • 12 filings • 1 plans

161 Main StreetDalton, MA 01226
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$2,484,267

2024 Contributions

$283,280

Historical Graphs

Total Assets Over Time

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

$2,505,160$1,252,580$0201320192024YearValue
$2,484,267Latest year 2024

Participants Over Time

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

24120201320192024YearValue
24Latest 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
2024124$2,484,267$283,280$11,803iApproximate average salary by contribution assumption: employee only about $295,083 at 4% or $196,722 at 6%; with 50% employer match about $196,722 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
Berkshire Money Management Inc Retirement Trust-24$2,484,267$283,280$11,803iApproximate average salary by contribution assumption: employee only about $295,083 at 4% or $196,722 at 6%; with 50% employer match about $196,722 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
2023123$2,505,160$413,151$17,963iApproximate average salary by contribution assumption: employee only about $449,077 at 4% or $299,385 at 6%; with 50% employer match about $299,385 at 4% or $199,590 at 6%; with 100% employer match about $224,539 at 4% or $149,692 at 6%.
Berkshire Money Management Inc Retirement Trust-23$2,505,160$413,151$17,963iApproximate average salary by contribution assumption: employee only about $449,077 at 4% or $299,385 at 6%; with 50% employer match about $299,385 at 4% or $199,590 at 6%; with 100% employer match about $224,539 at 4% or $149,692 at 6%.
2022123$1,836,738$189,229$8,227iApproximate average salary by contribution assumption: employee only about $205,684 at 4% or $137,122 at 6%; with 50% employer match about $137,122 at 4% or $91,415 at 6%; with 100% employer match about $102,842 at 4% or $68,561 at 6%.
Berkshire Money Management Inc Retirement Trust-23$1,836,738$189,229$8,227iApproximate average salary by contribution assumption: employee only about $205,684 at 4% or $137,122 at 6%; with 50% employer match about $137,122 at 4% or $91,415 at 6%; with 100% employer match about $102,842 at 4% or $68,561 at 6%.
2021117$2,197,981$196,000$11,529iApproximate average salary by contribution assumption: employee only about $288,235 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,078 at 6%.
Berkshire Money Management Inc Retirement Trust-17$2,197,981$196,000$11,529iApproximate average salary by contribution assumption: employee only about $288,235 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,078 at 6%.
2020113$2,015,183$189,546$14,580iApproximate average salary by contribution assumption: employee only about $364,512 at 4% or $243,008 at 6%; with 50% employer match about $243,008 at 4% or $162,005 at 6%; with 100% employer match about $182,256 at 4% or $121,504 at 6%.
Berkshire Money Management Inc Retirement Trust-13$2,015,183$189,546$14,580iApproximate average salary by contribution assumption: employee only about $364,512 at 4% or $243,008 at 6%; with 50% employer match about $243,008 at 4% or $162,005 at 6%; with 100% employer match about $182,256 at 4% or $121,504 at 6%.
2019112$1,320,627$463,415$38,618iApproximate average salary by contribution assumption: employee only about $965,448 at 4% or $643,632 at 6%; with 50% employer match about $643,632 at 4% or $429,088 at 6%; with 100% employer match about $482,724 at 4% or $321,816 at 6%.
Berkshire Money Management Inc Retirement Trust-12$1,320,627$463,415$38,618iApproximate average salary by contribution assumption: employee only about $965,448 at 4% or $643,632 at 6%; with 50% employer match about $643,632 at 4% or $429,088 at 6%; with 100% employer match about $482,724 at 4% or $321,816 at 6%.
2018111$537,948$290,907$26,446iApproximate average salary by contribution assumption: employee only about $661,152 at 4% or $440,768 at 6%; with 50% employer match about $440,768 at 4% or $293,845 at 6%; with 100% employer match about $330,576 at 4% or $220,384 at 6%.
Berkshire Money Management Inc Retirement Trust-11$537,948$290,907$26,446iApproximate average salary by contribution assumption: employee only about $661,152 at 4% or $440,768 at 6%; with 50% employer match about $440,768 at 4% or $293,845 at 6%; with 100% employer match about $330,576 at 4% or $220,384 at 6%.
201716$327,239$96,137$16,023iApproximate average salary by contribution assumption: employee only about $400,571 at 4% or $267,047 at 6%; with 50% employer match about $267,047 at 4% or $178,031 at 6%; with 100% employer match about $200,285 at 4% or $133,524 at 6%.
Berkshire Money Management Inc Retirement Trust-6$327,239$96,137$16,023iApproximate average salary by contribution assumption: employee only about $400,571 at 4% or $267,047 at 6%; with 50% employer match about $267,047 at 4% or $178,031 at 6%; with 100% employer match about $200,285 at 4% or $133,524 at 6%.
201615$189,312$57,530$11,506iApproximate average salary by contribution assumption: employee only about $287,650 at 4% or $191,767 at 6%; with 50% employer match about $191,767 at 4% or $127,844 at 6%; with 100% employer match about $143,825 at 4% or $95,883 at 6%.
Berkshire Money Management Inc Retirement Trust-5$189,312$57,530$11,506iApproximate average salary by contribution assumption: employee only about $287,650 at 4% or $191,767 at 6%; with 50% employer match about $191,767 at 4% or $127,844 at 6%; with 100% employer match about $143,825 at 4% or $95,883 at 6%.
201515$129,411$58,874$11,775iApproximate average salary by contribution assumption: employee only about $294,370 at 4% or $196,247 at 6%; with 50% employer match about $196,247 at 4% or $130,831 at 6%; with 100% employer match about $147,185 at 4% or $98,123 at 6%.
Berkshire Money Management Inc Retirement Trust-5$129,411$58,874$11,775iApproximate average salary by contribution assumption: employee only about $294,370 at 4% or $196,247 at 6%; with 50% employer match about $196,247 at 4% or $130,831 at 6%; with 100% employer match about $147,185 at 4% or $98,123 at 6%.
201415$76,692$55,675$11,135iApproximate average salary by contribution assumption: employee only about $278,375 at 4% or $185,583 at 6%; with 50% employer match about $185,583 at 4% or $123,722 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%.
Berkshire Money Management Inc Retirement Trust-5$76,692$55,675$11,135iApproximate average salary by contribution assumption: employee only about $278,375 at 4% or $185,583 at 6%; with 50% employer match about $185,583 at 4% or $123,722 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%.
201315$19,633$19,852$3,970iApproximate average salary by contribution assumption: employee only about $99,260 at 4% or $66,173 at 6%; with 50% employer match about $66,173 at 4% or $44,116 at 6%; with 100% employer match about $49,630 at 4% or $33,087 at 6%.
Berkshire Money Management Inc Retirement Trust-5$19,633$19,852$3,970iApproximate average salary by contribution assumption: employee only about $99,260 at 4% or $66,173 at 6%; with 50% employer match about $66,173 at 4% or $44,116 at 6%; with 100% employer match about $49,630 at 4% or $33,087 at 6%.