Civic Intelligence

Bhr Fund Advisors LP

Plan context: Bhr Fund Advisors 401 (K) Plan

EIN 20-5021766 • Berwyn, PA • 6 filings • 3 plans

1160 W Swedesford Rd Ste 140Attn John LevenBerwyn, PA 19312-1081
Current Snapshot

Latest Year

2012

2012 Participants

24

2012 Assets

$2,090,061

2012 Contributions

$498,552

Historical Graphs

Total Assets Over Time

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

$2,090,061$1,045,031$0200720102012YearValue
$2,090,061Latest year 2012

Participants Over Time

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

24120200720102012YearValue
24Latest year 2012

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
2012124$2,090,061$498,552$20,773iApproximate average salary by contribution assumption: employee only about $519,325 at 4% or $346,217 at 6%; with 50% employer match about $346,217 at 4% or $230,811 at 6%; with 100% employer match about $259,663 at 4% or $173,108 at 6%.
Bhr Fund Advisors 401 (K) Plan-24$2,090,061$498,552$20,773iApproximate average salary by contribution assumption: employee only about $519,325 at 4% or $346,217 at 6%; with 50% employer match about $346,217 at 4% or $230,811 at 6%; with 100% employer match about $259,663 at 4% or $173,108 at 6%.
2011119$1,390,665$576,314$30,332iApproximate average salary by contribution assumption: employee only about $758,308 at 4% or $505,539 at 6%; with 50% employer match about $505,539 at 4% or $337,026 at 6%; with 100% employer match about $379,154 at 4% or $252,769 at 6%.
Bhr Fund Advisors 401 (K) Plan-19$1,390,665$576,314$30,332iApproximate average salary by contribution assumption: employee only about $758,308 at 4% or $505,539 at 6%; with 50% employer match about $505,539 at 4% or $337,026 at 6%; with 100% employer match about $379,154 at 4% or $252,769 at 6%.
2010114$858,385$228,596$16,328iApproximate average salary by contribution assumption: employee only about $408,207 at 4% or $272,138 at 6%; with 50% employer match about $272,138 at 4% or $181,425 at 6%; with 100% employer match about $204,104 at 4% or $136,069 at 6%.
Bhr Fund Advisors 401 (K) Plan-14$858,385$228,596$16,328iApproximate average salary by contribution assumption: employee only about $408,207 at 4% or $272,138 at 6%; with 50% employer match about $272,138 at 4% or $181,425 at 6%; with 100% employer match about $204,104 at 4% or $136,069 at 6%.
200919$554,186$107,469$11,941iApproximate average salary by contribution assumption: employee only about $298,525 at 4% or $199,017 at 6%; with 50% employer match about $199,017 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,508 at 6%.
Bhr Fund Advisors 401 (K) Plan-9$554,186$107,469$11,941iApproximate average salary by contribution assumption: employee only about $298,525 at 4% or $199,017 at 6%; with 50% employer match about $199,017 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,508 at 6%.
200819$322,735$99,454$11,050iApproximate average salary by contribution assumption: employee only about $276,261 at 4% or $184,174 at 6%; with 50% employer match about $184,174 at 4% or $122,783 at 6%; with 100% employer match about $138,131 at 4% or $92,087 at 6%.
Bhr Fund Advisors 401 (K) Plan-9$322,735$99,454$11,050iApproximate average salary by contribution assumption: employee only about $276,261 at 4% or $184,174 at 6%; with 50% employer match about $184,174 at 4% or $122,783 at 6%; with 100% employer match about $138,131 at 4% or $92,087 at 6%.
2007111$392,286$378,857$34,442iApproximate average salary by contribution assumption: employee only about $861,039 at 4% or $574,026 at 6%; with 50% employer match about $574,026 at 4% or $382,684 at 6%; with 100% employer match about $430,519 at 4% or $287,013 at 6%.
Bhr Fund Advisors 401 (K) Plan-11$392,286$378,857$34,442iApproximate average salary by contribution assumption: employee only about $861,039 at 4% or $574,026 at 6%; with 50% employer match about $574,026 at 4% or $382,684 at 6%; with 100% employer match about $430,519 at 4% or $287,013 at 6%.