Civic Intelligence

Berkshire Wilton Partners LLC

Plan context: Berkshire Wilton Partners LLC 401K Plan

EIN 06-1612340 • Darien, CT • 24 filings • 3 plans

980 Boston Post Rd Ste 1Darien, CT 06820-4509
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,769,923

2024 Contributions

$155,364

Historical Graphs

Total Assets Over Time

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

$1,769,923$884,962$0200220132024YearValue
$1,769,923Latest year 2024

Participants Over Time

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

19100200120132024YearValue
10Latest 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
2024110$1,769,923$155,364$15,536iApproximate average salary by contribution assumption: employee only about $388,410 at 4% or $258,940 at 6%; with 50% employer match about $258,940 at 4% or $172,627 at 6%; with 100% employer match about $194,205 at 4% or $129,470 at 6%.
Berkshire Wilton Partners LLC 401K Plan-10$1,769,923$155,364$15,536iApproximate average salary by contribution assumption: employee only about $388,410 at 4% or $258,940 at 6%; with 50% employer match about $258,940 at 4% or $172,627 at 6%; with 100% employer match about $194,205 at 4% or $129,470 at 6%.
202319$1,408,780$122,813$13,646iApproximate average salary by contribution assumption: employee only about $341,147 at 4% or $227,431 at 6%; with 50% employer match about $227,431 at 4% or $151,621 at 6%; with 100% employer match about $170,574 at 4% or $113,716 at 6%.
Berkshire Wilton Partners LLC 401K Plan-9$1,408,780$122,813$13,646iApproximate average salary by contribution assumption: employee only about $341,147 at 4% or $227,431 at 6%; with 50% employer match about $227,431 at 4% or $151,621 at 6%; with 100% employer match about $170,574 at 4% or $113,716 at 6%.
202217$1,096,028$94,846$13,549iApproximate average salary by contribution assumption: employee only about $338,736 at 4% or $225,824 at 6%; with 50% employer match about $225,824 at 4% or $150,549 at 6%; with 100% employer match about $169,368 at 4% or $112,912 at 6%.
Berkshire Wilton Partners LLC 401K Plan-7$1,096,028$94,846$13,549iApproximate average salary by contribution assumption: employee only about $338,736 at 4% or $225,824 at 6%; with 50% employer match about $225,824 at 4% or $150,549 at 6%; with 100% employer match about $169,368 at 4% or $112,912 at 6%.
202116$1,229,941$70,371$11,729iApproximate average salary by contribution assumption: employee only about $293,213 at 4% or $195,475 at 6%; with 50% employer match about $195,475 at 4% or $130,317 at 6%; with 100% employer match about $146,606 at 4% or $97,738 at 6%.
Berkshire Wilton Partners LLC 401K Plan-6$1,229,941$70,371$11,729iApproximate average salary by contribution assumption: employee only about $293,213 at 4% or $195,475 at 6%; with 50% employer match about $195,475 at 4% or $130,317 at 6%; with 100% employer match about $146,606 at 4% or $97,738 at 6%.
202017$1,040,195$98,601$14,086iApproximate average salary by contribution assumption: employee only about $352,146 at 4% or $234,764 at 6%; with 50% employer match about $234,764 at 4% or $156,510 at 6%; with 100% employer match about $176,073 at 4% or $117,382 at 6%.
Berkshire Wilton Partners LLC 401K Plan-7$1,040,195$98,601$14,086iApproximate average salary by contribution assumption: employee only about $352,146 at 4% or $234,764 at 6%; with 50% employer match about $234,764 at 4% or $156,510 at 6%; with 100% employer match about $176,073 at 4% or $117,382 at 6%.
201915$811,213$94,350$18,870iApproximate average salary by contribution assumption: employee only about $471,750 at 4% or $314,500 at 6%; with 50% employer match about $314,500 at 4% or $209,667 at 6%; with 100% employer match about $235,875 at 4% or $157,250 at 6%.
Berkshire Wilton Partners LLC 401K Plan-5$811,213$94,350$18,870iApproximate average salary by contribution assumption: employee only about $471,750 at 4% or $314,500 at 6%; with 50% employer match about $314,500 at 4% or $209,667 at 6%; with 100% employer match about $235,875 at 4% or $157,250 at 6%.
201815$615,517$62,651$12,530iApproximate average salary by contribution assumption: employee only about $313,255 at 4% or $208,837 at 6%; with 50% employer match about $208,837 at 4% or $139,224 at 6%; with 100% employer match about $156,628 at 4% or $104,418 at 6%.
Berkshire Wilton Partners LLC 401K Plan-5$615,517$62,651$12,530iApproximate average salary by contribution assumption: employee only about $313,255 at 4% or $208,837 at 6%; with 50% employer match about $208,837 at 4% or $139,224 at 6%; with 100% employer match about $156,628 at 4% or $104,418 at 6%.
201711$625,917$31,364$31,364iApproximate average salary by contribution assumption: employee only about $784,100 at 4% or $522,733 at 6%; with 50% employer match about $522,733 at 4% or $348,489 at 6%; with 100% employer match about $392,050 at 4% or $261,367 at 6%.
Berkshire Wilton Partners LLC 401K Plan-1$625,917$31,364$31,364iApproximate average salary by contribution assumption: employee only about $784,100 at 4% or $522,733 at 6%; with 50% employer match about $522,733 at 4% or $348,489 at 6%; with 100% employer match about $392,050 at 4% or $261,367 at 6%.
201616$550,114$64,093$10,682iApproximate average salary by contribution assumption: employee only about $267,054 at 4% or $178,036 at 6%; with 50% employer match about $178,036 at 4% or $118,691 at 6%; with 100% employer match about $133,527 at 4% or $89,018 at 6%.
Berkshire Wilton Partners LLC 401K Plan-6$550,114$64,093$10,682iApproximate average salary by contribution assumption: employee only about $267,054 at 4% or $178,036 at 6%; with 50% employer match about $178,036 at 4% or $118,691 at 6%; with 100% employer match about $133,527 at 4% or $89,018 at 6%.
201516$459,938$32,206$5,368iApproximate average salary by contribution assumption: employee only about $134,192 at 4% or $89,461 at 6%; with 50% employer match about $89,461 at 4% or $59,641 at 6%; with 100% employer match about $67,096 at 4% or $44,731 at 6%.
Berkshire Wilton Partners LLC 401K Plan-6$459,938$32,206$5,368iApproximate average salary by contribution assumption: employee only about $134,192 at 4% or $89,461 at 6%; with 50% employer match about $89,461 at 4% or $59,641 at 6%; with 100% employer match about $67,096 at 4% or $44,731 at 6%.
201415$454,297$6,300$1,260iApproximate average salary by contribution assumption: employee only about $31,500 at 4% or $21,000 at 6%; with 50% employer match about $21,000 at 4% or $14,000 at 6%; with 100% employer match about $15,750 at 4% or $10,500 at 6%.
Berkshire Wilton Partners LLC 401K Plan-5$454,297$6,300$1,260iApproximate average salary by contribution assumption: employee only about $31,500 at 4% or $21,000 at 6%; with 50% employer match about $21,000 at 4% or $14,000 at 6%; with 100% employer match about $15,750 at 4% or $10,500 at 6%.
201318$743,075$11,876$1,485iApproximate average salary by contribution assumption: employee only about $37,113 at 4% or $24,742 at 6%; with 50% employer match about $24,742 at 4% or $16,494 at 6%; with 100% employer match about $18,556 at 4% or $12,371 at 6%.
Berkshire Wilton Partners LLC 401K Plan-8$743,075$11,876$1,485iApproximate average salary by contribution assumption: employee only about $37,113 at 4% or $24,742 at 6%; with 50% employer match about $24,742 at 4% or $16,494 at 6%; with 100% employer match about $18,556 at 4% or $12,371 at 6%.
201219$655,341$80,904$8,989iApproximate average salary by contribution assumption: employee only about $224,733 at 4% or $149,822 at 6%; with 50% employer match about $149,822 at 4% or $99,881 at 6%; with 100% employer match about $112,367 at 4% or $74,911 at 6%.
Berkshire Wilton Partners LLC 401K Plan-9$655,341$80,904$8,989iApproximate average salary by contribution assumption: employee only about $224,733 at 4% or $149,822 at 6%; with 50% employer match about $149,822 at 4% or $99,881 at 6%; with 100% employer match about $112,367 at 4% or $74,911 at 6%.
2011115$911,521$38,141$2,543iApproximate average salary by contribution assumption: employee only about $63,568 at 4% or $42,379 at 6%; with 50% employer match about $42,379 at 4% or $28,253 at 6%; with 100% employer match about $31,784 at 4% or $21,189 at 6%.
Berkshire Wilton Partners LLC 401K Plan-15$911,521$38,141$2,543iApproximate average salary by contribution assumption: employee only about $63,568 at 4% or $42,379 at 6%; with 50% employer match about $42,379 at 4% or $28,253 at 6%; with 100% employer match about $31,784 at 4% or $21,189 at 6%.
2010115$901,658$87,532$5,835iApproximate average salary by contribution assumption: employee only about $145,887 at 4% or $97,258 at 6%; with 50% employer match about $97,258 at 4% or $64,839 at 6%; with 100% employer match about $72,943 at 4% or $48,629 at 6%.
Berkshire Wilton Partners LLC 401K Plan-15$901,658$87,532$5,835iApproximate average salary by contribution assumption: employee only about $145,887 at 4% or $97,258 at 6%; with 50% employer match about $97,258 at 4% or $64,839 at 6%; with 100% employer match about $72,943 at 4% or $48,629 at 6%.
2009117$746,625$97,050$5,709iApproximate average salary by contribution assumption: employee only about $142,721 at 4% or $95,147 at 6%; with 50% employer match about $95,147 at 4% or $63,431 at 6%; with 100% employer match about $71,360 at 4% or $47,574 at 6%.
Berkshire Wilton Partners LLC 401K Plan-17$746,625$97,050$5,709iApproximate average salary by contribution assumption: employee only about $142,721 at 4% or $95,147 at 6%; with 50% employer match about $95,147 at 4% or $63,431 at 6%; with 100% employer match about $71,360 at 4% or $47,574 at 6%.
2008117$574,722$233,854$13,756iApproximate average salary by contribution assumption: employee only about $343,903 at 4% or $229,269 at 6%; with 50% employer match about $229,269 at 4% or $152,846 at 6%; with 100% employer match about $171,951 at 4% or $114,634 at 6%.
Berkshire Wilton Partners LLC 401K Plan-17$574,722$233,854$13,756iApproximate average salary by contribution assumption: employee only about $343,903 at 4% or $229,269 at 6%; with 50% employer match about $229,269 at 4% or $152,846 at 6%; with 100% employer match about $171,951 at 4% or $114,634 at 6%.
2007119$626,897$234,101$12,321iApproximate average salary by contribution assumption: employee only about $308,028 at 4% or $205,352 at 6%; with 50% employer match about $205,352 at 4% or $136,901 at 6%; with 100% employer match about $154,014 at 4% or $102,676 at 6%.
Berkshire Wilton Partners LLC 401K Plan-19$626,897$234,101$12,321iApproximate average salary by contribution assumption: employee only about $308,028 at 4% or $205,352 at 6%; with 50% employer match about $205,352 at 4% or $136,901 at 6%; with 100% employer match about $154,014 at 4% or $102,676 at 6%.
2006115$384,941$81,667$5,444iApproximate average salary by contribution assumption: employee only about $136,112 at 4% or $90,741 at 6%; with 50% employer match about $90,741 at 4% or $60,494 at 6%; with 100% employer match about $68,056 at 4% or $45,371 at 6%.
Berkshire Wilton Partners LLC 401K Plan-15$384,941$81,667$5,444iApproximate average salary by contribution assumption: employee only about $136,112 at 4% or $90,741 at 6%; with 50% employer match about $90,741 at 4% or $60,494 at 6%; with 100% employer match about $68,056 at 4% or $45,371 at 6%.
200518$262,542$59,448$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
Berkshire Wilton Partners LLC 401K Plan-8$262,542$59,448$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
200419$222,726$49,621$5,513iApproximate average salary by contribution assumption: employee only about $137,836 at 4% or $91,891 at 6%; with 50% employer match about $91,891 at 4% or $61,260 at 6%; with 100% employer match about $68,918 at 4% or $45,945 at 6%.
Berkshire Wilton Partners LLC 401K Plan-9$222,726$49,621$5,513iApproximate average salary by contribution assumption: employee only about $137,836 at 4% or $91,891 at 6%; with 50% employer match about $91,891 at 4% or $61,260 at 6%; with 100% employer match about $68,918 at 4% or $45,945 at 6%.
200318$156,143$56,340$7,043iApproximate average salary by contribution assumption: employee only about $176,063 at 4% or $117,375 at 6%; with 50% employer match about $117,375 at 4% or $78,250 at 6%; with 100% employer match about $88,031 at 4% or $58,688 at 6%.
Berkshire Wilton Partners LLC 401K Plan-8$156,143$56,340$7,043iApproximate average salary by contribution assumption: employee only about $176,063 at 4% or $117,375 at 6%; with 50% employer match about $117,375 at 4% or $78,250 at 6%; with 100% employer match about $88,031 at 4% or $58,688 at 6%.
200216$85,859$60,057$10,010iApproximate average salary by contribution assumption: employee only about $250,238 at 4% or $166,825 at 6%; with 50% employer match about $166,825 at 4% or $111,217 at 6%; with 100% employer match about $125,119 at 4% or $83,413 at 6%.
Berkshire Wilton Partners LLC 401K Plan-6$85,859$60,057$10,010iApproximate average salary by contribution assumption: employee only about $250,238 at 4% or $166,825 at 6%; with 50% employer match about $166,825 at 4% or $111,217 at 6%; with 100% employer match about $125,119 at 4% or $83,413 at 6%.
200117$0$0-
Berkshire Wilton Partners LLC 401K Plan-7---