Civic Intelligence

Richard Bernert PLLC

Plan context: Richard Bernert PLLC Defined Benefit Plan

EIN 20-8893571 • Scottsdale, AZ • 12 filings • 2 plans

9060 E. Via Linda, Suite 150Scottsdale, AZ 85258
Current Snapshot

Latest Year

2015

2015 Participants

38

2015 Assets

$1,411,577

2015 Contributions

$365,366

Historical Graphs

Total Assets Over Time

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

$1,411,577$705,789$0201020122014YearValue
$1,411,577Latest year 2014

Participants Over Time

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

38190201020122014YearValue
38Latest year 2014

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
201520$0$0-
Richard Bernert PLLC Defined Benefit Plan-0$0$0-
RICHARD BERNERT, PLLC 401(K) PLAN-0$0$0-
2014238$1,411,577$365,366$9,615iApproximate average salary by contribution assumption: employee only about $240,372 at 4% or $160,248 at 6%; with 50% employer match about $160,248 at 4% or $106,832 at 6%; with 100% employer match about $120,186 at 4% or $80,124 at 6%.
Richard Bernert PLLC Defined Benefit Plan-33$763,255$215,256$6,523iApproximate average salary by contribution assumption: employee only about $163,073 at 4% or $108,715 at 6%; with 50% employer match about $108,715 at 4% or $72,477 at 6%; with 100% employer match about $81,536 at 4% or $54,358 at 6%.
RICHARD BERNERT, PLLC 401(K) PLAN-38$648,322$150,110$3,950iApproximate average salary by contribution assumption: employee only about $98,757 at 4% or $65,838 at 6%; with 50% employer match about $65,838 at 4% or $43,892 at 6%; with 100% employer match about $49,378 at 4% or $32,919 at 6%.
2013231$1,033,328$324,988$10,483iApproximate average salary by contribution assumption: employee only about $262,087 at 4% or $174,725 at 6%; with 50% employer match about $174,725 at 4% or $116,483 at 6%; with 100% employer match about $131,044 at 4% or $87,362 at 6%.
Richard Bernert PLLC Defined Benefit Plan-27$545,041$147,694$5,470iApproximate average salary by contribution assumption: employee only about $136,754 at 4% or $91,169 at 6%; with 50% employer match about $91,169 at 4% or $60,779 at 6%; with 100% employer match about $68,377 at 4% or $45,585 at 6%.
RICHARD BERNERT, PLLC 401(K) PLAN-31$488,287$177,294$5,719iApproximate average salary by contribution assumption: employee only about $142,979 at 4% or $95,319 at 6%; with 50% employer match about $95,319 at 4% or $63,546 at 6%; with 100% employer match about $71,490 at 4% or $47,660 at 6%.
2012224$648,660$339,948$14,165iApproximate average salary by contribution assumption: employee only about $354,113 at 4% or $236,075 at 6%; with 50% employer match about $236,075 at 4% or $157,383 at 6%; with 100% employer match about $177,056 at 4% or $118,038 at 6%.
Richard Bernert PLLC Defined Benefit Plan-21$369,836$165,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
RICHARD BERNERT, PLLC 401(K) PLAN-24$278,824$174,948$7,290iApproximate average salary by contribution assumption: employee only about $182,238 at 4% or $121,492 at 6%; with 50% employer match about $121,492 at 4% or $80,994 at 6%; with 100% employer match about $91,119 at 4% or $60,746 at 6%.
2011217$293,761$187,705$11,041iApproximate average salary by contribution assumption: employee only about $276,037 at 4% or $184,025 at 6%; with 50% employer match about $184,025 at 4% or $122,683 at 6%; with 100% employer match about $138,018 at 4% or $92,012 at 6%.
Richard Bernert PLLC Defined Benefit Plan-14$195,404$105,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
RICHARD BERNERT, PLLC 401(K) PLAN-17$98,357$82,705$4,865iApproximate average salary by contribution assumption: employee only about $121,625 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%.
201022$99,347$99,347$49,674iApproximate average salary by contribution assumption: employee only about $1,241,838 at 4% or $827,892 at 6%; with 50% employer match about $827,892 at 4% or $551,928 at 6%; with 100% employer match about $620,919 at 4% or $413,946 at 6%.
Richard Bernert PLLC Defined Benefit Plan-2$84,647$84,647$42,324iApproximate average salary by contribution assumption: employee only about $1,058,088 at 4% or $705,392 at 6%; with 50% employer match about $705,392 at 4% or $470,261 at 6%; with 100% employer match about $529,044 at 4% or $352,696 at 6%.
RICHARD BERNERT, PLLC 401(K) PLAN-1$14,700$14,700$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.