Civic Intelligence

Bernard M. Tully LLC

Plan context: Bernard M. Tully LLC 401(K) Profit Sharing Plan

EIN 20-0689356 • Pittsburgh, PA • 28 filings • 5 plans

310 Grant StSuite 3201Pittsburgh, PA 15219
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,236,277

2024 Contributions

$66,285

Historical Graphs

Total Assets Over Time

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

$2,236,277$1,118,139$0200420152024YearValue
$2,236,277Latest year 2024

Participants Over Time

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

740200420152024YearValue
7Latest 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
202417$2,236,277$66,285$9,469iApproximate average salary by contribution assumption: employee only about $236,732 at 4% or $157,821 at 6%; with 50% employer match about $157,821 at 4% or $105,214 at 6%; with 100% employer match about $118,366 at 4% or $78,911 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-7$2,236,277$66,285$9,469iApproximate average salary by contribution assumption: employee only about $236,732 at 4% or $157,821 at 6%; with 50% employer match about $157,821 at 4% or $105,214 at 6%; with 100% employer match about $118,366 at 4% or $78,911 at 6%.
202316$1,937,354$67,903$11,317iApproximate average salary by contribution assumption: employee only about $282,929 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,465 at 4% or $94,310 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$1,937,354$67,903$11,317iApproximate average salary by contribution assumption: employee only about $282,929 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,465 at 4% or $94,310 at 6%.
202216$1,693,182$69,300$11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$1,693,182$69,300$11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%.
202116$1,718,657$46,359$7,727iApproximate average salary by contribution assumption: employee only about $193,163 at 4% or $128,775 at 6%; with 50% employer match about $128,775 at 4% or $85,850 at 6%; with 100% employer match about $96,581 at 4% or $64,388 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$1,718,657$46,359$7,727iApproximate average salary by contribution assumption: employee only about $193,163 at 4% or $128,775 at 6%; with 50% employer match about $128,775 at 4% or $85,850 at 6%; with 100% employer match about $96,581 at 4% or $64,388 at 6%.
202017$1,559,676$40,980$5,854iApproximate average salary by contribution assumption: employee only about $146,357 at 4% or $97,571 at 6%; with 50% employer match about $97,571 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-7$1,559,676$40,980$5,854iApproximate average salary by contribution assumption: employee only about $146,357 at 4% or $97,571 at 6%; with 50% employer match about $97,571 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
201916$1,335,739$36,981$6,164iApproximate average salary by contribution assumption: employee only about $154,088 at 4% or $102,725 at 6%; with 50% employer match about $102,725 at 4% or $68,483 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$1,335,739$36,981$6,164iApproximate average salary by contribution assumption: employee only about $154,088 at 4% or $102,725 at 6%; with 50% employer match about $102,725 at 4% or $68,483 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%.
201815$1,268,094$35,330$7,066iApproximate average salary by contribution assumption: employee only about $176,650 at 4% or $117,767 at 6%; with 50% employer match about $117,767 at 4% or $78,511 at 6%; with 100% employer match about $88,325 at 4% or $58,883 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$1,268,094$35,330$7,066iApproximate average salary by contribution assumption: employee only about $176,650 at 4% or $117,767 at 6%; with 50% employer match about $117,767 at 4% or $78,511 at 6%; with 100% employer match about $88,325 at 4% or $58,883 at 6%.
201715$1,198,318$33,982$6,796iApproximate average salary by contribution assumption: employee only about $169,910 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,516 at 6%; with 100% employer match about $84,955 at 4% or $56,637 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$1,198,318$33,982$6,796iApproximate average salary by contribution assumption: employee only about $169,910 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,516 at 6%; with 100% employer match about $84,955 at 4% or $56,637 at 6%.
201615$1,009,631$34,147$6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,368 at 4% or $56,912 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$1,009,631$34,147$6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,368 at 4% or $56,912 at 6%.
201516$977,862$34,037$5,673iApproximate average salary by contribution assumption: employee only about $141,821 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,274 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$977,862$34,037$5,673iApproximate average salary by contribution assumption: employee only about $141,821 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,274 at 6%.
201416$968,488$35,500$5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$968,488$35,500$5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%.
201316$900,511$35,500$5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-6$900,511$35,500$5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%.
201225$778,618$34,103$6,821iApproximate average salary by contribution assumption: employee only about $170,515 at 4% or $113,677 at 6%; with 50% employer match about $113,677 at 4% or $75,784 at 6%; with 100% employer match about $85,258 at 4% or $56,838 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$778,618$34,103$6,821iApproximate average salary by contribution assumption: employee only about $170,515 at 4% or $113,677 at 6%; with 50% employer match about $113,677 at 4% or $75,784 at 6%; with 100% employer match about $85,258 at 4% or $56,838 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-0$0$0-
201135$1,952,600$117,320$23,464iApproximate average salary by contribution assumption: employee only about $586,600 at 4% or $391,067 at 6%; with 50% employer match about $391,067 at 4% or $260,711 at 6%; with 100% employer match about $293,300 at 4% or $195,533 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-4$1,319,734$50,795$12,699iApproximate average salary by contribution assumption: employee only about $317,469 at 4% or $211,646 at 6%; with 50% employer match about $211,646 at 4% or $141,097 at 6%; with 100% employer match about $158,734 at 4% or $105,823 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$632,866$66,525$13,305iApproximate average salary by contribution assumption: employee only about $332,625 at 4% or $221,750 at 6%; with 50% employer match about $221,750 at 4% or $147,833 at 6%; with 100% employer match about $166,313 at 4% or $110,875 at 6%.
BERNARD M. TULLY, L.L.C. DEFINED BENEFIT PENSION PLAN-0$0$0-
201025$1,894,003$208,473$41,695iApproximate average salary by contribution assumption: employee only about $1,042,365 at 4% or $694,910 at 6%; with 50% employer match about $694,910 at 4% or $463,273 at 6%; with 100% employer match about $521,183 at 4% or $347,455 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-4$1,336,234$164,535$41,134iApproximate average salary by contribution assumption: employee only about $1,028,344 at 4% or $685,563 at 6%; with 50% employer match about $685,563 at 4% or $457,042 at 6%; with 100% employer match about $514,172 at 4% or $342,781 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$557,769$43,938$8,788iApproximate average salary by contribution assumption: employee only about $219,690 at 4% or $146,460 at 6%; with 50% employer match about $146,460 at 4% or $97,640 at 6%; with 100% employer match about $109,845 at 4% or $73,230 at 6%.
200925$1,466,812$186,535$37,307iApproximate average salary by contribution assumption: employee only about $932,675 at 4% or $621,783 at 6%; with 50% employer match about $621,783 at 4% or $414,522 at 6%; with 100% employer match about $466,338 at 4% or $310,892 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLA-4$1,024,770$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-5$442,042$10,535$2,107iApproximate average salary by contribution assumption: employee only about $52,675 at 4% or $35,117 at 6%; with 50% employer match about $35,117 at 4% or $23,411 at 6%; with 100% employer match about $26,338 at 4% or $17,558 at 6%.
200814$649,154$176,648$44,162iApproximate average salary by contribution assumption: employee only about $1,104,050 at 4% or $736,033 at 6%; with 50% employer match about $736,033 at 4% or $490,689 at 6%; with 100% employer match about $552,025 at 4% or $368,017 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-4$649,154$176,648$44,162iApproximate average salary by contribution assumption: employee only about $1,104,050 at 4% or $736,033 at 6%; with 50% employer match about $736,033 at 4% or $490,689 at 6%; with 100% employer match about $552,025 at 4% or $368,017 at 6%.
200624$1,054,621$178,912$44,728iApproximate average salary by contribution assumption: employee only about $1,118,200 at 4% or $745,467 at 6%; with 50% employer match about $745,467 at 4% or $496,978 at 6%; with 100% employer match about $559,100 at 4% or $372,733 at 6%.
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-4$592,006$178,912$44,728iApproximate average salary by contribution assumption: employee only about $1,118,200 at 4% or $745,467 at 6%; with 50% employer match about $745,467 at 4% or $496,978 at 6%; with 100% employer match about $559,100 at 4% or $372,733 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-4$462,615--
200524$757,996$172,602$43,151iApproximate average salary by contribution assumption: employee only about $1,078,763 at 4% or $719,175 at 6%; with 50% employer match about $719,175 at 4% or $479,450 at 6%; with 100% employer match about $539,381 at 4% or $359,588 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-3$400,373--
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-4$357,623$172,602$43,151iApproximate average salary by contribution assumption: employee only about $1,078,763 at 4% or $719,175 at 6%; with 50% employer match about $719,175 at 4% or $479,450 at 6%; with 100% employer match about $539,381 at 4% or $359,588 at 6%.
200423$544,418$171,297$57,099iApproximate average salary by contribution assumption: employee only about $1,427,475 at 4% or $951,650 at 6%; with 50% employer match about $951,650 at 4% or $634,433 at 6%; with 100% employer match about $713,738 at 4% or $475,825 at 6%.
Bernard M. Tully LLC 401(K) Profit Sharing Plan-3$373,121--
BERNARD M. TULLY, LLC DEFINED BENEFIT PENSION PLAN-3$171,297$171,297$57,099iApproximate average salary by contribution assumption: employee only about $1,427,475 at 4% or $951,650 at 6%; with 50% employer match about $951,650 at 4% or $634,433 at 6%; with 100% employer match about $713,738 at 4% or $475,825 at 6%.