Civic Intelligence

Walter, Berlingo & Co.

Plan context: Walter Berlingo & Co 401 K Plan

EIN 06-0947821 • Darien, CT • 29 filings • 7 plans

280 Tokeneke RoadDarien, CT 06820
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$4,718,673

2023 Contributions

$234,685

Historical Graphs

Total Assets Over Time

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

$4,718,673$2,359,337$0199920142023YearValue
$4,718,673Latest year 2023

Participants Over Time

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

1470199920112023YearValue
13Latest year 2023

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
2023113$4,718,673$234,685$18,053iApproximate average salary by contribution assumption: employee only about $451,317 at 4% or $300,878 at 6%; with 50% employer match about $300,878 at 4% or $200,585 at 6%; with 100% employer match about $225,659 at 4% or $150,439 at 6%.
Walter Berlingo & Co 401 K Plan-13$4,718,673$234,685$18,053iApproximate average salary by contribution assumption: employee only about $451,317 at 4% or $300,878 at 6%; with 50% employer match about $300,878 at 4% or $200,585 at 6%; with 100% employer match about $225,659 at 4% or $150,439 at 6%.
2022114$3,976,274$237,101$16,936iApproximate average salary by contribution assumption: employee only about $423,395 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,132 at 6%.
Walter Berlingo & Co 401 K Plan-14$3,976,274$237,101$16,936iApproximate average salary by contribution assumption: employee only about $423,395 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,132 at 6%.
2021112$4,398,707$232,930$19,411iApproximate average salary by contribution assumption: employee only about $485,271 at 4% or $323,514 at 6%; with 50% employer match about $323,514 at 4% or $215,676 at 6%; with 100% employer match about $242,635 at 4% or $161,757 at 6%.
Walter Berlingo & Co 401 K Plan-12$4,398,707$232,930$19,411iApproximate average salary by contribution assumption: employee only about $485,271 at 4% or $323,514 at 6%; with 50% employer match about $323,514 at 4% or $215,676 at 6%; with 100% employer match about $242,635 at 4% or $161,757 at 6%.
2020112$3,534,978$220,368$18,364iApproximate average salary by contribution assumption: employee only about $459,100 at 4% or $306,067 at 6%; with 50% employer match about $306,067 at 4% or $204,044 at 6%; with 100% employer match about $229,550 at 4% or $153,033 at 6%.
Walter Berlingo & Co 401 K Plan-12$3,534,978$220,368$18,364iApproximate average salary by contribution assumption: employee only about $459,100 at 4% or $306,067 at 6%; with 50% employer match about $306,067 at 4% or $204,044 at 6%; with 100% employer match about $229,550 at 4% or $153,033 at 6%.
2019112$2,997,280$212,515$17,710iApproximate average salary by contribution assumption: employee only about $442,740 at 4% or $295,160 at 6%; with 50% employer match about $295,160 at 4% or $196,773 at 6%; with 100% employer match about $221,370 at 4% or $147,580 at 6%.
Walter Berlingo & Co 401 K Plan-12$2,997,280$212,515$17,710iApproximate average salary by contribution assumption: employee only about $442,740 at 4% or $295,160 at 6%; with 50% employer match about $295,160 at 4% or $196,773 at 6%; with 100% employer match about $221,370 at 4% or $147,580 at 6%.
2018112$2,278,666$194,546$16,212iApproximate average salary by contribution assumption: employee only about $405,304 at 4% or $270,203 at 6%; with 50% employer match about $270,203 at 4% or $180,135 at 6%; with 100% employer match about $202,652 at 4% or $135,101 at 6%.
Walter Berlingo & Co 401 K Plan-12$2,278,666$194,546$16,212iApproximate average salary by contribution assumption: employee only about $405,304 at 4% or $270,203 at 6%; with 50% employer match about $270,203 at 4% or $180,135 at 6%; with 100% employer match about $202,652 at 4% or $135,101 at 6%.
2017113$2,254,730$171,277$13,175iApproximate average salary by contribution assumption: employee only about $329,379 at 4% or $219,586 at 6%; with 50% employer match about $219,586 at 4% or $146,391 at 6%; with 100% employer match about $164,689 at 4% or $109,793 at 6%.
Walter Berlingo & Co 401 K Plan-13$2,254,730$171,277$13,175iApproximate average salary by contribution assumption: employee only about $329,379 at 4% or $219,586 at 6%; with 50% employer match about $219,586 at 4% or $146,391 at 6%; with 100% employer match about $164,689 at 4% or $109,793 at 6%.
2016113$2,240,851$285,021$21,925iApproximate average salary by contribution assumption: employee only about $548,117 at 4% or $365,412 at 6%; with 50% employer match about $365,412 at 4% or $243,608 at 6%; with 100% employer match about $274,059 at 4% or $182,706 at 6%.
Walter Berlingo & Co 401 K Plan-13$2,240,851$285,021$21,925iApproximate average salary by contribution assumption: employee only about $548,117 at 4% or $365,412 at 6%; with 50% employer match about $365,412 at 4% or $243,608 at 6%; with 100% employer match about $274,059 at 4% or $182,706 at 6%.
2015113$1,975,235$290,184$22,322iApproximate average salary by contribution assumption: employee only about $558,046 at 4% or $372,031 at 6%; with 50% employer match about $372,031 at 4% or $248,021 at 6%; with 100% employer match about $279,023 at 4% or $186,015 at 6%.
Walter Berlingo & Co 401 K Plan-13$1,975,235$290,184$22,322iApproximate average salary by contribution assumption: employee only about $558,046 at 4% or $372,031 at 6%; with 50% employer match about $372,031 at 4% or $248,021 at 6%; with 100% employer match about $279,023 at 4% or $186,015 at 6%.
2014113$1,851,912$232,956$17,920iApproximate average salary by contribution assumption: employee only about $447,992 at 4% or $298,662 at 6%; with 50% employer match about $298,662 at 4% or $199,108 at 6%; with 100% employer match about $223,996 at 4% or $149,331 at 6%.
Walter Berlingo & Co 401 K Plan-13$1,851,912$232,956$17,920iApproximate average salary by contribution assumption: employee only about $447,992 at 4% or $298,662 at 6%; with 50% employer match about $298,662 at 4% or $199,108 at 6%; with 100% employer match about $223,996 at 4% or $149,331 at 6%.
2013113$1,576,840$128,113$9,855iApproximate average salary by contribution assumption: employee only about $246,371 at 4% or $164,247 at 6%; with 50% employer match about $164,247 at 4% or $109,498 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%.
Walter Berlingo & Co 401 K Plan-13$1,576,840$128,113$9,855iApproximate average salary by contribution assumption: employee only about $246,371 at 4% or $164,247 at 6%; with 50% employer match about $164,247 at 4% or $109,498 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%.
2012113$1,200,304$279,169$21,475iApproximate average salary by contribution assumption: employee only about $536,863 at 4% or $357,909 at 6%; with 50% employer match about $357,909 at 4% or $238,606 at 6%; with 100% employer match about $268,432 at 4% or $178,954 at 6%.
Walter Berlingo & Co 401 K Plan-13$1,200,304$279,169$21,475iApproximate average salary by contribution assumption: employee only about $536,863 at 4% or $357,909 at 6%; with 50% employer match about $357,909 at 4% or $238,606 at 6%; with 100% employer match about $268,432 at 4% or $178,954 at 6%.
2011113$992,783$268,053$20,619iApproximate average salary by contribution assumption: employee only about $515,487 at 4% or $343,658 at 6%; with 50% employer match about $343,658 at 4% or $229,105 at 6%; with 100% employer match about $257,743 at 4% or $171,829 at 6%.
Walter Berlingo & Co 401 K Plan-13$992,783$268,053$20,619iApproximate average salary by contribution assumption: employee only about $515,487 at 4% or $343,658 at 6%; with 50% employer match about $343,658 at 4% or $229,105 at 6%; with 100% employer match about $257,743 at 4% or $171,829 at 6%.
2010114$877,051$270,365$19,312iApproximate average salary by contribution assumption: employee only about $482,795 at 4% or $321,863 at 6%; with 50% employer match about $321,863 at 4% or $214,575 at 6%; with 100% employer match about $241,397 at 4% or $160,932 at 6%.
Walter Berlingo & Co 401 K Plan-14$877,051$270,365$19,312iApproximate average salary by contribution assumption: employee only about $482,795 at 4% or $321,863 at 6%; with 50% employer match about $321,863 at 4% or $214,575 at 6%; with 100% employer match about $241,397 at 4% or $160,932 at 6%.
2009114$2,415,051$255,127$18,223iApproximate average salary by contribution assumption: employee only about $455,584 at 4% or $303,723 at 6%; with 50% employer match about $303,723 at 4% or $202,482 at 6%; with 100% employer match about $227,792 at 4% or $151,861 at 6%.
Walter Berlingo & Co 401 K Plan-14$2,415,051$255,127$18,223iApproximate average salary by contribution assumption: employee only about $455,584 at 4% or $303,723 at 6%; with 50% employer match about $303,723 at 4% or $202,482 at 6%; with 100% employer match about $227,792 at 4% or $151,861 at 6%.
2008112$0$0-
Walter Berlingo & Co 401 K Plan-12---
2007113$0$0-
Walter Berlingo & Co 401 K Plan-13---
2006112$2,033,411$184,103$15,342iApproximate average salary by contribution assumption: employee only about $383,548 at 4% or $255,699 at 6%; with 50% employer match about $255,699 at 4% or $170,466 at 6%; with 100% employer match about $191,774 at 4% or $127,849 at 6%.
Walter Berlingo & Co 401 K Plan-12$2,033,411$184,103$15,342iApproximate average salary by contribution assumption: employee only about $383,548 at 4% or $255,699 at 6%; with 50% employer match about $255,699 at 4% or $170,466 at 6%; with 100% employer match about $191,774 at 4% or $127,849 at 6%.
2005112$0$0-
Walter Berlingo & Co 401 K Plan-12---
2004112$1,457,883$175,976$14,665iApproximate average salary by contribution assumption: employee only about $366,617 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,941 at 6%; with 100% employer match about $183,308 at 4% or $122,206 at 6%.
Walter Berlingo & Co 401 K Plan-12$1,457,883$175,976$14,665iApproximate average salary by contribution assumption: employee only about $366,617 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,941 at 6%; with 100% employer match about $183,308 at 4% or $122,206 at 6%.
2003113$1,540,344$165,922$12,763iApproximate average salary by contribution assumption: employee only about $319,081 at 4% or $212,721 at 6%; with 50% employer match about $212,721 at 4% or $141,814 at 6%; with 100% employer match about $159,540 at 4% or $106,360 at 6%.
Walter Berlingo & Co 401 K Plan-13$1,540,344$165,922$12,763iApproximate average salary by contribution assumption: employee only about $319,081 at 4% or $212,721 at 6%; with 50% employer match about $212,721 at 4% or $141,814 at 6%; with 100% employer match about $159,540 at 4% or $106,360 at 6%.
2002212$0$0-
Walter Berlingo & Co 401 K Plan-12---
Walter, Berlingo & Co. Profit Sharing Trust-0---
2001210$0$0-
Walter, Berlingo & Co. Profit Sharing Trust-10---
Walter Berlingo & Co 401 K Plan-10---
200028$1,412,482$84,627$10,578iApproximate average salary by contribution assumption: employee only about $264,459 at 4% or $176,306 at 6%; with 50% employer match about $176,306 at 4% or $117,538 at 6%; with 100% employer match about $132,230 at 4% or $88,153 at 6%.
Walter, Berlingo & Co. Profit Sharing Trust-8$1,156,547$36,783$4,598iApproximate average salary by contribution assumption: employee only about $114,947 at 4% or $76,631 at 6%; with 50% employer match about $76,631 at 4% or $51,088 at 6%; with 100% employer match about $57,473 at 4% or $38,316 at 6%.
Walter Berlingo & Co 401 K Plan-8$255,935$47,844$5,981iApproximate average salary by contribution assumption: employee only about $149,513 at 4% or $99,675 at 6%; with 50% employer match about $99,675 at 4% or $66,450 at 6%; with 100% employer match about $74,756 at 4% or $49,838 at 6%.
199929$1,497,883$95,018$10,558iApproximate average salary by contribution assumption: employee only about $263,939 at 4% or $175,959 at 6%; with 50% employer match about $175,959 at 4% or $117,306 at 6%; with 100% employer match about $131,969 at 4% or $87,980 at 6%.
Walter, Berlingo & Co. Profit Sharing Trust-9$1,217,355$41,475$4,608iApproximate average salary by contribution assumption: employee only about $115,208 at 4% or $76,806 at 6%; with 50% employer match about $76,806 at 4% or $51,204 at 6%; with 100% employer match about $57,604 at 4% or $38,403 at 6%.
Walter Berlingo & Co 401 K Plan-9$280,528$53,543$5,949iApproximate average salary by contribution assumption: employee only about $148,731 at 4% or $99,154 at 6%; with 50% employer match about $99,154 at 4% or $66,102 at 6%; with 100% employer match about $74,365 at 4% or $49,577 at 6%.