Civic Intelligence

Birch/Rea Partners Inc.

Plan context: Birch/Rea Partners Inc. 401(K) Plan

EIN 20-0062198 • 14 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$802,496

2019 Contributions

$24,500

Historical Graphs

Total Assets Over Time

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

$883,128$441,564$0200620132018YearValue
$802,496Latest year 2018

Participants Over Time

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

630200620122018YearValue
3Latest year 2018

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
201910$0$0-
Birch/Rea Partners Inc. 401(K) Plan-0---
201813$802,496$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-3$802,496$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
201713$883,128$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-3$883,128$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201613$735,928$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-3$735,928$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201513$669,996$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-3$669,996$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201414$639,432$23,000$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-4$639,432$23,000$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
201314$592,828$20,832$5,208iApproximate average salary by contribution assumption: employee only about $130,200 at 4% or $86,800 at 6%; with 50% employer match about $86,800 at 4% or $57,867 at 6%; with 100% employer match about $65,100 at 4% or $43,400 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-4$592,828$20,832$5,208iApproximate average salary by contribution assumption: employee only about $130,200 at 4% or $86,800 at 6%; with 50% employer match about $86,800 at 4% or $57,867 at 6%; with 100% employer match about $65,100 at 4% or $43,400 at 6%.
201214$465,804$0-
Birch/Rea Partners Inc. 401(K) Plan-4$465,804--
201114$475,678$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-4$475,678$32,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201014$463,242$0-
Birch/Rea Partners Inc. 401(K) Plan-4$463,242--
200914$429,267$21,733$5,433iApproximate average salary by contribution assumption: employee only about $135,831 at 4% or $90,554 at 6%; with 50% employer match about $90,554 at 4% or $60,369 at 6%; with 100% employer match about $67,916 at 4% or $45,277 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-4$429,267$21,733$5,433iApproximate average salary by contribution assumption: employee only about $135,831 at 4% or $90,554 at 6%; with 50% employer match about $90,554 at 4% or $60,369 at 6%; with 100% employer match about $67,916 at 4% or $45,277 at 6%.
200816$349,101$121,318$20,220iApproximate average salary by contribution assumption: employee only about $505,492 at 4% or $336,994 at 6%; with 50% employer match about $336,994 at 4% or $224,663 at 6%; with 100% employer match about $252,746 at 4% or $168,497 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-6$349,101$121,318$20,220iApproximate average salary by contribution assumption: employee only about $505,492 at 4% or $336,994 at 6%; with 50% employer match about $336,994 at 4% or $224,663 at 6%; with 100% employer match about $252,746 at 4% or $168,497 at 6%.
200716$0$0-
Birch/Rea Partners Inc. 401(K) Plan-6---
200614$31,783$31,783$7,946iApproximate average salary by contribution assumption: employee only about $198,644 at 4% or $132,429 at 6%; with 50% employer match about $132,429 at 4% or $88,286 at 6%; with 100% employer match about $99,322 at 4% or $66,215 at 6%.
Birch/Rea Partners Inc. 401(K) Plan-4$31,783$31,783$7,946iApproximate average salary by contribution assumption: employee only about $198,644 at 4% or $132,429 at 6%; with 50% employer match about $132,429 at 4% or $88,286 at 6%; with 100% employer match about $99,322 at 4% or $66,215 at 6%.