Bernard Egan & Company
Plan context: Bernard Egan & Company 401(K) Plan
EIN 22-1730979 • Fort Pierce, FL • 60 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
226
2024 Assets
$23,774,716
2024 Contributions
$907,649
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 226 | $23,774,716 | $907,649 | $4,016iApproximate average salary by contribution assumption: employee only about $100,404 at 4% or $66,936 at 6%; with 50% employer match about $66,936 at 4% or $44,624 at 6%; with 100% employer match about $50,202 at 4% or $33,468 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 188 | $23,774,716 | $907,649 | $4,828iApproximate average salary by contribution assumption: employee only about $120,698 at 4% or $80,465 at 6%; with 50% employer match about $80,465 at 4% or $53,644 at 6%; with 100% employer match about $60,349 at 4% or $40,233 at 6%. |
| Bernard Egan & Company Employee Gro | - | 226 | - | - | - |
| 2023 | 2 | 229 | $22,229,007 | $892,666 | $3,898iApproximate average salary by contribution assumption: employee only about $97,453 at 4% or $64,968 at 6%; with 50% employer match about $64,968 at 4% or $43,312 at 6%; with 100% employer match about $48,726 at 4% or $32,484 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 187 | $22,229,007 | $892,666 | $4,774iApproximate average salary by contribution assumption: employee only about $119,340 at 4% or $79,560 at 6%; with 50% employer match about $79,560 at 4% or $53,040 at 6%; with 100% employer match about $59,670 at 4% or $39,780 at 6%. |
| Bernard Egan & Company Employee Gro | - | 229 | - | - | - |
| 2022 | 2 | 187 | $19,738,065 | $635,810 | $3,400iApproximate average salary by contribution assumption: employee only about $85,001 at 4% or $56,668 at 6%; with 50% employer match about $56,668 at 4% or $37,778 at 6%; with 100% employer match about $42,501 at 4% or $28,334 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 187 | $19,738,065 | $635,810 | $3,400iApproximate average salary by contribution assumption: employee only about $85,001 at 4% or $56,668 at 6%; with 50% employer match about $56,668 at 4% or $37,778 at 6%; with 100% employer match about $42,501 at 4% or $28,334 at 6%. |
| Bernard Egan & Company Employee Gro | - | 122 | - | - | - |
| 2021 | 2 | 248 | $23,376,032 | $1,087,591 | $4,385iApproximate average salary by contribution assumption: employee only about $109,636 at 4% or $73,091 at 6%; with 50% employer match about $73,091 at 4% or $48,727 at 6%; with 100% employer match about $54,818 at 4% or $36,545 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 204 | $23,376,032 | $1,087,591 | $5,331iApproximate average salary by contribution assumption: employee only about $133,283 at 4% or $88,855 at 6%; with 50% employer match about $88,855 at 4% or $59,237 at 6%; with 100% employer match about $66,642 at 4% or $44,428 at 6%. |
| Bernard Egan & Company Employee Gro | - | 248 | - | - | - |
| 2020 | 2 | 251 | $21,332,191 | $960,378 | $3,826iApproximate average salary by contribution assumption: employee only about $95,655 at 4% or $63,770 at 6%; with 50% employer match about $63,770 at 4% or $42,513 at 6%; with 100% employer match about $47,828 at 4% or $31,885 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 235 | $21,332,191 | $960,378 | $4,087iApproximate average salary by contribution assumption: employee only about $102,168 at 4% or $68,112 at 6%; with 50% employer match about $68,112 at 4% or $45,408 at 6%; with 100% employer match about $51,084 at 4% or $34,056 at 6%. |
| Bernard Egan & Company Employee Gro | - | 251 | - | - | - |
| 2019 | 2 | 273 | $19,798,793 | $971,225 | $3,558iApproximate average salary by contribution assumption: employee only about $88,940 at 4% or $59,293 at 6%; with 50% employer match about $59,293 at 4% or $39,529 at 6%; with 100% employer match about $44,470 at 4% or $29,647 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 230 | $19,798,793 | $971,225 | $4,223iApproximate average salary by contribution assumption: employee only about $105,568 at 4% or $70,379 at 6%; with 50% employer match about $70,379 at 4% or $46,919 at 6%; with 100% employer match about $52,784 at 4% or $35,189 at 6%. |
| Bernard Egan & Company Employee Gro | - | 273 | - | - | - |
| 2018 | 2 | 287 | $17,317,483 | $944,746 | $3,292iApproximate average salary by contribution assumption: employee only about $82,295 at 4% or $54,863 at 6%; with 50% employer match about $54,863 at 4% or $36,576 at 6%; with 100% employer match about $41,147 at 4% or $27,432 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 262 | $17,317,483 | $944,746 | $3,606iApproximate average salary by contribution assumption: employee only about $90,148 at 4% or $60,098 at 6%; with 50% employer match about $60,098 at 4% or $40,066 at 6%; with 100% employer match about $45,074 at 4% or $30,049 at 6%. |
| Bernard Egan & Company Employee Gro | - | 287 | - | - | - |
| 2017 | 2 | 332 | $18,566,544 | $992,607 | $2,990iApproximate average salary by contribution assumption: employee only about $74,745 at 4% or $49,830 at 6%; with 50% employer match about $49,830 at 4% or $33,220 at 6%; with 100% employer match about $37,372 at 4% or $24,915 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 289 | $18,566,544 | $992,607 | $3,435iApproximate average salary by contribution assumption: employee only about $85,866 at 4% or $57,244 at 6%; with 50% employer match about $57,244 at 4% or $38,163 at 6%; with 100% employer match about $42,933 at 4% or $28,622 at 6%. |
| Bernard Egan & Company Employee Gro | - | 332 | - | - | - |
| 2016 | 2 | 382 | $22,630,623 | $1,340,551 | $3,509iApproximate average salary by contribution assumption: employee only about $87,732 at 4% or $58,488 at 6%; with 50% employer match about $58,488 at 4% or $38,992 at 6%; with 100% employer match about $43,866 at 4% or $29,244 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 343 | $22,630,623 | $1,340,551 | $3,908iApproximate average salary by contribution assumption: employee only about $97,708 at 4% or $65,139 at 6%; with 50% employer match about $65,139 at 4% or $43,426 at 6%; with 100% employer match about $48,854 at 4% or $32,569 at 6%. |
| Bernard Egan & Company Employee Gro | - | 382 | - | - | - |
| 2015 | 2 | 470 | $22,303,455 | $1,336,304 | $2,843iApproximate average salary by contribution assumption: employee only about $71,080 at 4% or $47,387 at 6%; with 50% employer match about $47,387 at 4% or $31,591 at 6%; with 100% employer match about $35,540 at 4% or $23,693 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 389 | $22,303,455 | $1,336,304 | $3,435iApproximate average salary by contribution assumption: employee only about $85,881 at 4% or $57,254 at 6%; with 50% employer match about $57,254 at 4% or $38,169 at 6%; with 100% employer match about $42,940 at 4% or $28,627 at 6%. |
| Bernard Egan & Company Employee Gro | - | 470 | - | - | - |
| 2014 | 2 | 552 | $23,109,416 | $1,444,241 | $2,616iApproximate average salary by contribution assumption: employee only about $65,409 at 4% or $43,606 at 6%; with 50% employer match about $43,606 at 4% or $29,071 at 6%; with 100% employer match about $32,705 at 4% or $21,803 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 485 | $23,109,416 | $1,444,241 | $2,978iApproximate average salary by contribution assumption: employee only about $74,445 at 4% or $49,630 at 6%; with 50% employer match about $49,630 at 4% or $33,087 at 6%; with 100% employer match about $37,223 at 4% or $24,815 at 6%. |
| Bernard Egan & Company Employee Gro | - | 552 | - | - | - |
| 2013 | 2 | 540 | $22,675,367 | $1,617,173 | $2,995iApproximate average salary by contribution assumption: employee only about $74,869 at 4% or $49,913 at 6%; with 50% employer match about $49,913 at 4% or $33,275 at 6%; with 100% employer match about $37,435 at 4% or $24,956 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 537 | $22,675,367 | $1,617,173 | $3,011iApproximate average salary by contribution assumption: employee only about $75,287 at 4% or $50,192 at 6%; with 50% employer match about $50,192 at 4% or $33,461 at 6%; with 100% employer match about $37,644 at 4% or $25,096 at 6%. |
| Bernard Egan & Company Employee Gro | - | 540 | - | - | - |
| 2012 | 2 | 567 | $19,992,750 | $1,717,584 | $3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,487 at 6%; with 50% employer match about $50,487 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 567 | $19,992,750 | $1,717,584 | $3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,487 at 6%; with 50% employer match about $50,487 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%. |
| Bernard Egan & Company Employee Gro | - | 439 | - | - | - |
| 2011 | 2 | 597 | $18,216,546 | $1,611,100 | $2,699iApproximate average salary by contribution assumption: employee only about $67,466 at 4% or $44,978 at 6%; with 50% employer match about $44,978 at 4% or $29,985 at 6%; with 100% employer match about $33,733 at 4% or $22,489 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 597 | $18,216,546 | $1,611,100 | $2,699iApproximate average salary by contribution assumption: employee only about $67,466 at 4% or $44,978 at 6%; with 50% employer match about $44,978 at 4% or $29,985 at 6%; with 100% employer match about $33,733 at 4% or $22,489 at 6%. |
| Bernard Egan & Company Employee Gro | - | 554 | - | - | - |
| 2010 | 2 | 615 | $17,442,609 | $1,651,057 | $2,685iApproximate average salary by contribution assumption: employee only about $67,116 at 4% or $44,744 at 6%; with 50% employer match about $44,744 at 4% or $29,829 at 6%; with 100% employer match about $33,558 at 4% or $22,372 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 615 | $17,442,609 | $1,651,057 | $2,685iApproximate average salary by contribution assumption: employee only about $67,116 at 4% or $44,744 at 6%; with 50% employer match about $44,744 at 4% or $29,829 at 6%; with 100% employer match about $33,558 at 4% or $22,372 at 6%. |
| Bernard Egan & Company Employee Gro | - | 405 | - | - | - |
| 2009 | 2 | 586 | $14,941,140 | $1,608,038 | $2,744iApproximate average salary by contribution assumption: employee only about $68,602 at 4% or $45,735 at 6%; with 50% employer match about $45,735 at 4% or $30,490 at 6%; with 100% employer match about $34,301 at 4% or $22,867 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 586 | $14,941,140 | $1,608,038 | $2,744iApproximate average salary by contribution assumption: employee only about $68,602 at 4% or $45,735 at 6%; with 50% employer match about $45,735 at 4% or $30,490 at 6%; with 100% employer match about $34,301 at 4% or $22,867 at 6%. |
| Bernard Egan & Company Employee Gro | - | 395 | - | - | - |
| 2008 | 2 | 412 | $9,715,131 | $1,483,259 | $3,600iApproximate average salary by contribution assumption: employee only about $90,004 at 4% or $60,002 at 6%; with 50% employer match about $60,002 at 4% or $40,002 at 6%; with 100% employer match about $45,002 at 4% or $30,001 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 404 | $9,715,131 | $1,483,259 | $3,671iApproximate average salary by contribution assumption: employee only about $91,786 at 4% or $61,191 at 6%; with 50% employer match about $61,191 at 4% or $40,794 at 6%; with 100% employer match about $45,893 at 4% or $30,595 at 6%. |
| Bernard Egan & Company Employee Gro | - | 412 | - | - | - |
| 2007 | 3 | 448 | $10,887,092 | $1,160,989 | $2,591iApproximate average salary by contribution assumption: employee only about $64,787 at 4% or $43,192 at 6%; with 50% employer match about $43,192 at 4% or $28,794 at 6%; with 100% employer match about $32,394 at 4% or $21,596 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 351 | $10,887,092 | $1,160,989 | $3,308iApproximate average salary by contribution assumption: employee only about $82,692 at 4% or $55,128 at 6%; with 50% employer match about $55,128 at 4% or $36,752 at 6%; with 100% employer match about $41,346 at 4% or $27,564 at 6%. |
| Bernard Egan & Company Employee Gro | - | 448 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 202 | - | - | - |
| 2006 | 3 | 367 | $9,369,559 | $960,019 | $2,616iApproximate average salary by contribution assumption: employee only about $65,396 at 4% or $43,598 at 6%; with 50% employer match about $43,598 at 4% or $29,065 at 6%; with 100% employer match about $32,698 at 4% or $21,799 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 367 | $9,369,559 | $960,019 | $2,616iApproximate average salary by contribution assumption: employee only about $65,396 at 4% or $43,598 at 6%; with 50% employer match about $43,598 at 4% or $29,065 at 6%; with 100% employer match about $32,698 at 4% or $21,799 at 6%. |
| Bernard Egan & Company Employee Gro | - | 318 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 187 | - | - | - |
| 2005 | 3 | 377 | $8,623,154 | $735,847 | $1,952iApproximate average salary by contribution assumption: employee only about $48,796 at 4% or $32,531 at 6%; with 50% employer match about $32,531 at 4% or $21,687 at 6%; with 100% employer match about $24,398 at 4% or $16,265 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 288 | $8,623,154 | $735,847 | $2,555iApproximate average salary by contribution assumption: employee only about $63,876 at 4% or $42,584 at 6%; with 50% employer match about $42,584 at 4% or $28,389 at 6%; with 100% employer match about $31,938 at 4% or $21,292 at 6%. |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 188 | - | - | - |
| Bernard Egan & Company Employee Gro | - | 377 | - | - | - |
| 2004 | 3 | 383 | $9,074,467 | $769,537 | $2,009iApproximate average salary by contribution assumption: employee only about $50,231 at 4% or $33,487 at 6%; with 50% employer match about $33,487 at 4% or $22,325 at 6%; with 100% employer match about $25,115 at 4% or $16,744 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 330 | $9,074,467 | $769,537 | $2,332iApproximate average salary by contribution assumption: employee only about $58,298 at 4% or $38,866 at 6%; with 50% employer match about $38,866 at 4% or $25,910 at 6%; with 100% employer match about $29,149 at 4% or $19,433 at 6%. |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 268 | - | - | - |
| Bernard Egan & Company Employee Gro | - | 383 | - | - | - |
| 2003 | 3 | 420 | $9,009,257 | $734,462 | $1,749iApproximate average salary by contribution assumption: employee only about $43,718 at 4% or $29,145 at 6%; with 50% employer match about $29,145 at 4% or $19,430 at 6%; with 100% employer match about $21,859 at 4% or $14,573 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 367 | $9,009,257 | $734,462 | $2,001iApproximate average salary by contribution assumption: employee only about $50,031 at 4% or $33,354 at 6%; with 50% employer match about $33,354 at 4% or $22,236 at 6%; with 100% employer match about $25,016 at 4% or $16,677 at 6%. |
| Bernard Egan & Company Employee Gro | - | 420 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 288 | - | - | - |
| 2002 | 3 | 419 | $7,347,586 | $749,478 | $1,789iApproximate average salary by contribution assumption: employee only about $44,718 at 4% or $29,812 at 6%; with 50% employer match about $29,812 at 4% or $19,875 at 6%; with 100% employer match about $22,359 at 4% or $14,906 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 378 | $7,347,586 | $749,478 | $1,983iApproximate average salary by contribution assumption: employee only about $49,569 at 4% or $33,046 at 6%; with 50% employer match about $33,046 at 4% or $22,031 at 6%; with 100% employer match about $24,784 at 4% or $16,523 at 6%. |
| Bernard Egan & Company Employee Gro | - | 419 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 383 | - | - | - |
| 2001 | 3 | 429 | $8,446,222 | $759,273 | $1,770iApproximate average salary by contribution assumption: employee only about $44,247 at 4% or $29,498 at 6%; with 50% employer match about $29,498 at 4% or $19,665 at 6%; with 100% employer match about $22,123 at 4% or $14,749 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 396 | $8,446,222 | $759,273 | $1,917iApproximate average salary by contribution assumption: employee only about $47,934 at 4% or $31,956 at 6%; with 50% employer match about $31,956 at 4% or $21,304 at 6%; with 100% employer match about $23,967 at 4% or $15,978 at 6%. |
| Bernard Egan & Company Employee Gro | - | 429 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 293 | - | - | - |
| 2000 | 3 | 428 | $7,934,581 | $737,800 | $1,724iApproximate average salary by contribution assumption: employee only about $43,096 at 4% or $28,731 at 6%; with 50% employer match about $28,731 at 4% or $19,154 at 6%; with 100% employer match about $21,548 at 4% or $14,365 at 6%. |
| Bernard Egan & Company 401(K) Plan | - | 384 | $7,934,581 | $737,800 | $1,921iApproximate average salary by contribution assumption: employee only about $48,034 at 4% or $32,023 at 6%; with 50% employer match about $32,023 at 4% or $21,348 at 6%; with 100% employer match about $24,017 at 4% or $16,011 at 6%. |
| Bernard Egan & Company Employee Gro | - | 428 | - | - | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 294 | - | - | - |
| 1999 | 2 | 368 | $0 | $0 | - |
| Bernard Egan & Company Employee Group Health Insurance Plan | - | 302 | - | - | - |
| Bernard Egan & Company Employee Gro | - | 368 | - | - | - |