Civic Intelligence

Berens & Tate PC., Llo

Plan context: Berens & Tate PC., Llo 401K Profit Sharing Plan

EIN 20-3342064 • 4 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

19

2008 Assets

$1,968,554

2008 Contributions

$216,477

Historical Graphs

Total Assets Over Time

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

$2,682,713$1,341,357$0200520072008YearValue
$1,968,554Latest year 2008

Participants Over Time

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

23120200520072008YearValue
19Latest year 2008

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
2008119$1,968,554$216,477$11,394iApproximate average salary by contribution assumption: employee only about $284,838 at 4% or $189,892 at 6%; with 50% employer match about $189,892 at 4% or $126,595 at 6%; with 100% employer match about $142,419 at 4% or $94,946 at 6%.
Berens & Tate PC., Llo 401K Profit Sharing Plan-19$1,968,554$216,477$11,394iApproximate average salary by contribution assumption: employee only about $284,838 at 4% or $189,892 at 6%; with 50% employer match about $189,892 at 4% or $126,595 at 6%; with 100% employer match about $142,419 at 4% or $94,946 at 6%.
2007123$2,682,713$258,857$11,255iApproximate average salary by contribution assumption: employee only about $281,366 at 4% or $187,578 at 6%; with 50% employer match about $187,578 at 4% or $125,052 at 6%; with 100% employer match about $140,683 at 4% or $93,789 at 6%.
Berens & Tate PC., Llo 401K Profit Sharing Plan-23$2,682,713$258,857$11,255iApproximate average salary by contribution assumption: employee only about $281,366 at 4% or $187,578 at 6%; with 50% employer match about $187,578 at 4% or $125,052 at 6%; with 100% employer match about $140,683 at 4% or $93,789 at 6%.
2006118$2,301,427$210,138$11,674iApproximate average salary by contribution assumption: employee only about $291,858 at 4% or $194,572 at 6%; with 50% employer match about $194,572 at 4% or $129,715 at 6%; with 100% employer match about $145,929 at 4% or $97,286 at 6%.
Berens & Tate PC., Llo 401K Profit Sharing Plan-18$2,301,427$210,138$11,674iApproximate average salary by contribution assumption: employee only about $291,858 at 4% or $194,572 at 6%; with 50% employer match about $194,572 at 4% or $129,715 at 6%; with 100% employer match about $145,929 at 4% or $97,286 at 6%.
2005116$1,935,932$178,724$11,170iApproximate average salary by contribution assumption: employee only about $279,256 at 4% or $186,171 at 6%; with 50% employer match about $186,171 at 4% or $124,114 at 6%; with 100% employer match about $139,628 at 4% or $93,085 at 6%.
Berens & Tate PC., Llo 401K Profit Sharing Plan-16$1,935,932$178,724$11,170iApproximate average salary by contribution assumption: employee only about $279,256 at 4% or $186,171 at 6%; with 50% employer match about $186,171 at 4% or $124,114 at 6%; with 100% employer match about $139,628 at 4% or $93,085 at 6%.