Civic Intelligence

James a. Belardi

Plan context: BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST

EIN 13-3603811 • South Salem, NY • 14 filings • 4 plans

81 Elmwood RoadSouth Salem, NY 10590
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,049,727

2024 Contributions

$86,085

Historical Graphs

Total Assets Over Time

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

$1,049,727$524,864$0199920212024YearValue
$1,049,727Latest year 2024

Participants Over Time

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

320199920212024YearValue
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
202423$1,049,727$86,085$28,695iApproximate average salary by contribution assumption: employee only about $717,375 at 4% or $478,250 at 6%; with 50% employer match about $478,250 at 4% or $318,833 at 6%; with 100% employer match about $358,688 at 4% or $239,125 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-3$1,002,564$83,520$27,840iApproximate average salary by contribution assumption: employee only about $696,000 at 4% or $464,000 at 6%; with 50% employer match about $464,000 at 4% or $309,333 at 6%; with 100% employer match about $348,000 at 4% or $232,000 at 6%.
Belardi Construction 401(K) Plan and Trust-3$47,163$2,565$855iApproximate average salary by contribution assumption: employee only about $21,375 at 4% or $14,250 at 6%; with 50% employer match about $14,250 at 4% or $9,500 at 6%; with 100% employer match about $10,688 at 4% or $7,125 at 6%.
202323$908,839$85,901$28,634iApproximate average salary by contribution assumption: employee only about $715,842 at 4% or $477,228 at 6%; with 50% employer match about $477,228 at 4% or $318,152 at 6%; with 100% employer match about $357,921 at 4% or $238,614 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-3$867,051$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Belardi Construction 401(K) Plan and Trust-3$41,788$5,901$1,967iApproximate average salary by contribution assumption: employee only about $49,175 at 4% or $32,783 at 6%; with 50% employer match about $32,783 at 4% or $21,856 at 6%; with 100% employer match about $24,588 at 4% or $16,392 at 6%.
202213$35,794$5,626$1,875iApproximate average salary by contribution assumption: employee only about $46,883 at 4% or $31,256 at 6%; with 50% employer match about $31,256 at 4% or $20,837 at 6%; with 100% employer match about $23,442 at 4% or $15,628 at 6%.
Belardi Construction 401(K) Plan and Trust-3$35,794$5,626$1,875iApproximate average salary by contribution assumption: employee only about $46,883 at 4% or $31,256 at 6%; with 50% employer match about $31,256 at 4% or $20,837 at 6%; with 100% employer match about $23,442 at 4% or $15,628 at 6%.
202123$783,177$199,510$66,503iApproximate average salary by contribution assumption: employee only about $1,662,583 at 4% or $1,108,389 at 6%; with 50% employer match about $1,108,389 at 4% or $738,926 at 6%; with 100% employer match about $831,292 at 4% or $554,194 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-3$749,503$195,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Belardi Construction 401(K) Plan and Trust-3$33,674$4,510$1,503iApproximate average salary by contribution assumption: employee only about $37,583 at 4% or $25,056 at 6%; with 50% employer match about $25,056 at 4% or $16,704 at 6%; with 100% employer match about $18,792 at 4% or $12,528 at 6%.
202023$573,282$230,151$76,717iApproximate average salary by contribution assumption: employee only about $1,917,925 at 4% or $1,278,617 at 6%; with 50% employer match about $1,278,617 at 4% or $852,411 at 6%; with 100% employer match about $958,963 at 4% or $639,308 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-3$546,955$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Belardi Construction 401(K) Plan and Trust-3$26,327$5,151$1,717iApproximate average salary by contribution assumption: employee only about $42,925 at 4% or $28,617 at 6%; with 50% employer match about $28,617 at 4% or $19,078 at 6%; with 100% employer match about $21,463 at 4% or $14,308 at 6%.
201923$385,849$257,344$85,781iApproximate average salary by contribution assumption: employee only about $2,144,533 at 4% or $1,429,689 at 6%; with 50% employer match about $1,429,689 at 4% or $953,126 at 6%; with 100% employer match about $1,072,267 at 4% or $714,844 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-3$365,085$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Belardi Construction 401(K) Plan and Trust-3$20,764$7,344$2,448iApproximate average salary by contribution assumption: employee only about $61,200 at 4% or $40,800 at 6%; with 50% employer match about $40,800 at 4% or $27,200 at 6%; with 100% employer match about $30,600 at 4% or $20,400 at 6%.
201822$207,000$207,000$103,500iApproximate average salary by contribution assumption: employee only about $2,587,500 at 4% or $1,725,000 at 6%; with 50% employer match about $1,725,000 at 4% or $1,150,000 at 6%; with 100% employer match about $1,293,750 at 4% or $862,500 at 6%.
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST-2$193,700$193,700$96,850iApproximate average salary by contribution assumption: employee only about $2,421,250 at 4% or $1,614,167 at 6%; with 50% employer match about $1,614,167 at 4% or $1,076,111 at 6%; with 100% employer match about $1,210,625 at 4% or $807,083 at 6%.
Belardi Construction 401(K) Plan and Trust-2$13,300$13,300$6,650iApproximate average salary by contribution assumption: employee only about $166,250 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,417 at 6%.
199912$34,453$4,527$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,725 at 6%; with 50% employer match about $37,725 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.
Belardi Construction 401(K) Plan and Trust-2$34,453$4,527$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,725 at 6%; with 50% employer match about $37,725 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.