Civic Intelligence

Bernard Richards Securities Inc.

Plan context: Bernard Richards Securities Inc. 401K Safe Harbor Plan

EIN 13-3710461 • 6 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

15

2005 Assets

$792,982

2005 Contributions

$73,263

Historical Graphs

Total Assets Over Time

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

$792,982$396,491$0200020022004YearValue
$792,982Latest year 2004

Participants Over Time

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

1680200020022004YearValue
15Latest year 2004

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
200510$0$73,263-
Bernard Richards Securities Inc. 401K Safe Harbor Plan-0-$73,263-
2004115$792,982$86,645$5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,181 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%.
Bernard Richards Securities Inc. 401K Safe Harbor Plan-15$792,982$86,645$5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,181 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%.
2003115$722,579$230,102$15,340iApproximate average salary by contribution assumption: employee only about $383,503 at 4% or $255,669 at 6%; with 50% employer match about $255,669 at 4% or $170,446 at 6%; with 100% employer match about $191,752 at 4% or $127,834 at 6%.
Bernard Richards Securities Inc. 401K Safe Harbor Plan-15$722,579$230,102$15,340iApproximate average salary by contribution assumption: employee only about $383,503 at 4% or $255,669 at 6%; with 50% employer match about $255,669 at 4% or $170,446 at 6%; with 100% employer match about $191,752 at 4% or $127,834 at 6%.
2002116$412,345$211,398$13,212iApproximate average salary by contribution assumption: employee only about $330,309 at 4% or $220,206 at 6%; with 50% employer match about $220,206 at 4% or $146,804 at 6%; with 100% employer match about $165,155 at 4% or $110,103 at 6%.
Bernard Richards Securities Inc. 401K Safe Harbor Plan-16$412,345$211,398$13,212iApproximate average salary by contribution assumption: employee only about $330,309 at 4% or $220,206 at 6%; with 50% employer match about $220,206 at 4% or $146,804 at 6%; with 100% employer match about $165,155 at 4% or $110,103 at 6%.
2001114$216,276$149,402$10,672iApproximate average salary by contribution assumption: employee only about $266,789 at 4% or $177,860 at 6%; with 50% employer match about $177,860 at 4% or $118,573 at 6%; with 100% employer match about $133,395 at 4% or $88,930 at 6%.
Bernard Richards Securities Inc. 401K Safe Harbor Plan-14$216,276$149,402$10,672iApproximate average salary by contribution assumption: employee only about $266,789 at 4% or $177,860 at 6%; with 50% employer match about $177,860 at 4% or $118,573 at 6%; with 100% employer match about $133,395 at 4% or $88,930 at 6%.
2000116$65,170$65,170$4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%.
Bernard Richards Securities Inc. 401K Safe Harbor Plan-16$65,170$65,170$4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%.