Civic Intelligence

Otte-Berkeley Groupe Inc.

Plan context: Otte-Berkeley Groupe Inc. Retirement Trust

EIN 20-3190942 • Colton, CA • 15 filings • 1 plans

575 E Carreon DriveColton, CA 92324
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$2,292,461

2022 Contributions

$75,310

Historical Graphs

Total Assets Over Time

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

$2,649,316$1,324,658$0200820152022YearValue
$2,292,461Latest year 2022

Participants Over Time

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

210200820152022YearValue
2Latest year 2022

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
202212$2,292,461$75,310$37,655iApproximate average salary by contribution assumption: employee only about $941,375 at 4% or $627,583 at 6%; with 50% employer match about $627,583 at 4% or $418,389 at 6%; with 100% employer match about $470,688 at 4% or $313,792 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$2,292,461$75,310$37,655iApproximate average salary by contribution assumption: employee only about $941,375 at 4% or $627,583 at 6%; with 50% employer match about $627,583 at 4% or $418,389 at 6%; with 100% employer match about $470,688 at 4% or $313,792 at 6%.
202112$2,649,316$66,107$33,054iApproximate average salary by contribution assumption: employee only about $826,338 at 4% or $550,892 at 6%; with 50% employer match about $550,892 at 4% or $367,261 at 6%; with 100% employer match about $413,169 at 4% or $275,446 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$2,649,316$66,107$33,054iApproximate average salary by contribution assumption: employee only about $826,338 at 4% or $550,892 at 6%; with 50% employer match about $550,892 at 4% or $367,261 at 6%; with 100% employer match about $413,169 at 4% or $275,446 at 6%.
202012$2,226,010$65,792$32,896iApproximate average salary by contribution assumption: employee only about $822,400 at 4% or $548,267 at 6%; with 50% employer match about $548,267 at 4% or $365,511 at 6%; with 100% employer match about $411,200 at 4% or $274,133 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$2,226,010$65,792$32,896iApproximate average salary by contribution assumption: employee only about $822,400 at 4% or $548,267 at 6%; with 50% employer match about $548,267 at 4% or $365,511 at 6%; with 100% employer match about $411,200 at 4% or $274,133 at 6%.
201912$1,846,060$79,749$39,875iApproximate average salary by contribution assumption: employee only about $996,863 at 4% or $664,575 at 6%; with 50% employer match about $664,575 at 4% or $443,050 at 6%; with 100% employer match about $498,431 at 4% or $332,288 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$1,846,060$79,749$39,875iApproximate average salary by contribution assumption: employee only about $996,863 at 4% or $664,575 at 6%; with 50% employer match about $664,575 at 4% or $443,050 at 6%; with 100% employer match about $498,431 at 4% or $332,288 at 6%.
201812$1,449,648$76,501$38,251iApproximate average salary by contribution assumption: employee only about $956,263 at 4% or $637,508 at 6%; with 50% employer match about $637,508 at 4% or $425,006 at 6%; with 100% employer match about $478,131 at 4% or $318,754 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$1,449,648$76,501$38,251iApproximate average salary by contribution assumption: employee only about $956,263 at 4% or $637,508 at 6%; with 50% employer match about $637,508 at 4% or $425,006 at 6%; with 100% employer match about $478,131 at 4% or $318,754 at 6%.
201712$1,445,690$75,501$37,751iApproximate average salary by contribution assumption: employee only about $943,763 at 4% or $629,175 at 6%; with 50% employer match about $629,175 at 4% or $419,450 at 6%; with 100% employer match about $471,881 at 4% or $314,588 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$1,445,690$75,501$37,751iApproximate average salary by contribution assumption: employee only about $943,763 at 4% or $629,175 at 6%; with 50% employer match about $629,175 at 4% or $419,450 at 6%; with 100% employer match about $471,881 at 4% or $314,588 at 6%.
201612$1,192,231$75,501$37,751iApproximate average salary by contribution assumption: employee only about $943,763 at 4% or $629,175 at 6%; with 50% employer match about $629,175 at 4% or $419,450 at 6%; with 100% employer match about $471,881 at 4% or $314,588 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$1,192,231$75,501$37,751iApproximate average salary by contribution assumption: employee only about $943,763 at 4% or $629,175 at 6%; with 50% employer match about $629,175 at 4% or $419,450 at 6%; with 100% employer match about $471,881 at 4% or $314,588 at 6%.
201512$1,042,819$77,049$38,525iApproximate average salary by contribution assumption: employee only about $963,113 at 4% or $642,075 at 6%; with 50% employer match about $642,075 at 4% or $428,050 at 6%; with 100% employer match about $481,556 at 4% or $321,038 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$1,042,819$77,049$38,525iApproximate average salary by contribution assumption: employee only about $963,113 at 4% or $642,075 at 6%; with 50% employer match about $642,075 at 4% or $428,050 at 6%; with 100% employer match about $481,556 at 4% or $321,038 at 6%.
201412$964,919$52,600$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$964,919$52,600$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
201312$841,138$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$841,138$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
201212$668,436$16,000$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%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$668,436$16,000$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%.
201112$582,274$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$582,274$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201012$561,984$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$561,984$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200912$494,062$258,575$129,288iApproximate average salary by contribution assumption: employee only about $3,232,188 at 4% or $2,154,792 at 6%; with 50% employer match about $2,154,792 at 4% or $1,436,528 at 6%; with 100% employer match about $1,616,094 at 4% or $1,077,396 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$494,062$258,575$129,288iApproximate average salary by contribution assumption: employee only about $3,232,188 at 4% or $2,154,792 at 6%; with 50% employer match about $2,154,792 at 4% or $1,436,528 at 6%; with 100% employer match about $1,616,094 at 4% or $1,077,396 at 6%.
200812$117,310$127,875$63,938iApproximate average salary by contribution assumption: employee only about $1,598,438 at 4% or $1,065,625 at 6%; with 50% employer match about $1,065,625 at 4% or $710,417 at 6%; with 100% employer match about $799,219 at 4% or $532,813 at 6%.
Otte-Berkeley Groupe Inc. Retirement Trust-2$117,310$127,875$63,938iApproximate average salary by contribution assumption: employee only about $1,598,438 at 4% or $1,065,625 at 6%; with 50% employer match about $1,065,625 at 4% or $710,417 at 6%; with 100% employer match about $799,219 at 4% or $532,813 at 6%.