Civic Intelligence

F.A. Bernett Inc.

Plan context: Retirement Plan & Trust of F.A. Bernett Inc.

EIN 13-2622234 • White Plains, NY • 25 filings • 1 plans

1133 Westchester Avenue,Suite N-328White Plains, NY 10604
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,094,028

2024 Contributions

$71,452

Historical Graphs

Total Assets Over Time

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

$2,180,263$1,090,132$0200520162024YearValue
$2,094,028Latest year 2024

Participants Over Time

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

420200020122024YearValue
3Latest 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
202413$2,094,028$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3$2,094,028$0-
202313$1,923,629$71,452$23,817iApproximate average salary by contribution assumption: employee only about $595,433 at 4% or $396,956 at 6%; with 50% employer match about $396,956 at 4% or $264,637 at 6%; with 100% employer match about $297,717 at 4% or $198,478 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,923,629$71,452$23,817iApproximate average salary by contribution assumption: employee only about $595,433 at 4% or $396,956 at 6%; with 50% employer match about $396,956 at 4% or $264,637 at 6%; with 100% employer match about $297,717 at 4% or $198,478 at 6%.
202213$1,730,672$66,171$22,057iApproximate average salary by contribution assumption: employee only about $551,425 at 4% or $367,617 at 6%; with 50% employer match about $367,617 at 4% or $245,078 at 6%; with 100% employer match about $275,713 at 4% or $183,808 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,730,672$66,171$22,057iApproximate average salary by contribution assumption: employee only about $551,425 at 4% or $367,617 at 6%; with 50% employer match about $367,617 at 4% or $245,078 at 6%; with 100% employer match about $275,713 at 4% or $183,808 at 6%.
202113$2,079,014$62,223$20,741iApproximate average salary by contribution assumption: employee only about $518,525 at 4% or $345,683 at 6%; with 50% employer match about $345,683 at 4% or $230,456 at 6%; with 100% employer match about $259,263 at 4% or $172,842 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$2,079,014$62,223$20,741iApproximate average salary by contribution assumption: employee only about $518,525 at 4% or $345,683 at 6%; with 50% employer match about $345,683 at 4% or $230,456 at 6%; with 100% employer match about $259,263 at 4% or $172,842 at 6%.
202014$2,017,412$60,700$15,175iApproximate average salary by contribution assumption: employee only about $379,375 at 4% or $252,917 at 6%; with 50% employer match about $252,917 at 4% or $168,611 at 6%; with 100% employer match about $189,688 at 4% or $126,458 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$2,017,412$60,700$15,175iApproximate average salary by contribution assumption: employee only about $379,375 at 4% or $252,917 at 6%; with 50% employer match about $252,917 at 4% or $168,611 at 6%; with 100% employer match about $189,688 at 4% or $126,458 at 6%.
201914$1,711,009$61,775$15,444iApproximate average salary by contribution assumption: employee only about $386,094 at 4% or $257,396 at 6%; with 50% employer match about $257,396 at 4% or $171,597 at 6%; with 100% employer match about $193,047 at 4% or $128,698 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,711,009$61,775$15,444iApproximate average salary by contribution assumption: employee only about $386,094 at 4% or $257,396 at 6%; with 50% employer match about $257,396 at 4% or $171,597 at 6%; with 100% employer match about $193,047 at 4% or $128,698 at 6%.
201814$1,418,408$60,729$15,182iApproximate average salary by contribution assumption: employee only about $379,556 at 4% or $253,038 at 6%; with 50% employer match about $253,038 at 4% or $168,692 at 6%; with 100% employer match about $189,778 at 4% or $126,519 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,418,408$60,729$15,182iApproximate average salary by contribution assumption: employee only about $379,556 at 4% or $253,038 at 6%; with 50% employer match about $253,038 at 4% or $168,692 at 6%; with 100% employer match about $189,778 at 4% or $126,519 at 6%.
201714$1,527,310$59,330$14,833iApproximate average salary by contribution assumption: employee only about $370,813 at 4% or $247,208 at 6%; with 50% employer match about $247,208 at 4% or $164,806 at 6%; with 100% employer match about $185,406 at 4% or $123,604 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,527,310$59,330$14,833iApproximate average salary by contribution assumption: employee only about $370,813 at 4% or $247,208 at 6%; with 50% employer match about $247,208 at 4% or $164,806 at 6%; with 100% employer match about $185,406 at 4% or $123,604 at 6%.
201613$1,359,066$56,038$18,679iApproximate average salary by contribution assumption: employee only about $466,983 at 4% or $311,322 at 6%; with 50% employer match about $311,322 at 4% or $207,548 at 6%; with 100% employer match about $233,492 at 4% or $155,661 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,359,066$56,038$18,679iApproximate average salary by contribution assumption: employee only about $466,983 at 4% or $311,322 at 6%; with 50% employer match about $311,322 at 4% or $207,548 at 6%; with 100% employer match about $233,492 at 4% or $155,661 at 6%.
201513$1,273,598$55,837$18,612iApproximate average salary by contribution assumption: employee only about $465,308 at 4% or $310,206 at 6%; with 50% employer match about $310,206 at 4% or $206,804 at 6%; with 100% employer match about $232,654 at 4% or $155,103 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,273,598$55,837$18,612iApproximate average salary by contribution assumption: employee only about $465,308 at 4% or $310,206 at 6%; with 50% employer match about $310,206 at 4% or $206,804 at 6%; with 100% employer match about $232,654 at 4% or $155,103 at 6%.
201413$2,180,263$103,490$34,497iApproximate average salary by contribution assumption: employee only about $862,417 at 4% or $574,944 at 6%; with 50% employer match about $574,944 at 4% or $383,296 at 6%; with 100% employer match about $431,208 at 4% or $287,472 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$2,180,263$103,490$34,497iApproximate average salary by contribution assumption: employee only about $862,417 at 4% or $574,944 at 6%; with 50% employer match about $574,944 at 4% or $383,296 at 6%; with 100% employer match about $431,208 at 4% or $287,472 at 6%.
201313$2,039,274$104,841$34,947iApproximate average salary by contribution assumption: employee only about $873,675 at 4% or $582,450 at 6%; with 50% employer match about $582,450 at 4% or $388,300 at 6%; with 100% employer match about $436,838 at 4% or $291,225 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$2,039,274$104,841$34,947iApproximate average salary by contribution assumption: employee only about $873,675 at 4% or $582,450 at 6%; with 50% employer match about $582,450 at 4% or $388,300 at 6%; with 100% employer match about $436,838 at 4% or $291,225 at 6%.
201214$1,822,216$110,905$27,726iApproximate average salary by contribution assumption: employee only about $693,156 at 4% or $462,104 at 6%; with 50% employer match about $462,104 at 4% or $308,069 at 6%; with 100% employer match about $346,578 at 4% or $231,052 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,822,216$110,905$27,726iApproximate average salary by contribution assumption: employee only about $693,156 at 4% or $462,104 at 6%; with 50% employer match about $462,104 at 4% or $308,069 at 6%; with 100% employer match about $346,578 at 4% or $231,052 at 6%.
201114$1,540,640$108,680$27,170iApproximate average salary by contribution assumption: employee only about $679,250 at 4% or $452,833 at 6%; with 50% employer match about $452,833 at 4% or $301,889 at 6%; with 100% employer match about $339,625 at 4% or $226,417 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,540,640$108,680$27,170iApproximate average salary by contribution assumption: employee only about $679,250 at 4% or $452,833 at 6%; with 50% employer match about $452,833 at 4% or $301,889 at 6%; with 100% employer match about $339,625 at 4% or $226,417 at 6%.
201013$1,452,240$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,452,240$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
200913$1,224,282$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3$1,224,282$0-
200813$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3---
200713$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3---
200614$1,209,393$97,546$24,387iApproximate average salary by contribution assumption: employee only about $609,663 at 4% or $406,442 at 6%; with 50% employer match about $406,442 at 4% or $270,961 at 6%; with 100% employer match about $304,831 at 4% or $203,221 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,209,393$97,546$24,387iApproximate average salary by contribution assumption: employee only about $609,663 at 4% or $406,442 at 6%; with 50% employer match about $406,442 at 4% or $270,961 at 6%; with 100% employer match about $304,831 at 4% or $203,221 at 6%.
200514$1,036,225$94,462$23,616iApproximate average salary by contribution assumption: employee only about $590,388 at 4% or $393,592 at 6%; with 50% employer match about $393,592 at 4% or $262,394 at 6%; with 100% employer match about $295,194 at 4% or $196,796 at 6%.
Retirement Plan & Trust of F.A. Bernett Inc.-4$1,036,225$94,462$23,616iApproximate average salary by contribution assumption: employee only about $590,388 at 4% or $393,592 at 6%; with 50% employer match about $393,592 at 4% or $262,394 at 6%; with 100% employer match about $295,194 at 4% or $196,796 at 6%.
200413$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3---
200313$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3---
200213$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-3---
200112$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-2---
200012$0$0-
Retirement Plan & Trust of F.A. Bernett Inc.-2---