Bercek & Associates Inc.
Plan context: Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust
EIN 23-2581050 • Royersford, PA • 27 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,199,537
2025 Contributions
$56,272
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,199,537 | $56,272 | $9,379iApproximate average salary by contribution assumption: employee only about $234,467 at 4% or $156,311 at 6%; with 50% employer match about $156,311 at 4% or $104,207 at 6%; with 100% employer match about $117,233 at 4% or $78,156 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,199,537 | $56,272 | $9,379iApproximate average salary by contribution assumption: employee only about $234,467 at 4% or $156,311 at 6%; with 50% employer match about $156,311 at 4% or $104,207 at 6%; with 100% employer match about $117,233 at 4% or $78,156 at 6%. |
| 2024 | 1 | 5 | $1,007,505 | $55,683 | $11,137iApproximate average salary by contribution assumption: employee only about $278,415 at 4% or $185,610 at 6%; with 50% employer match about $185,610 at 4% or $123,740 at 6%; with 100% employer match about $139,208 at 4% or $92,805 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,007,505 | $55,683 | $11,137iApproximate average salary by contribution assumption: employee only about $278,415 at 4% or $185,610 at 6%; with 50% employer match about $185,610 at 4% or $123,740 at 6%; with 100% employer match about $139,208 at 4% or $92,805 at 6%. |
| 2023 | 1 | 7 | $844,088 | $56,478 | $8,068iApproximate average salary by contribution assumption: employee only about $201,707 at 4% or $134,471 at 6%; with 50% employer match about $134,471 at 4% or $89,648 at 6%; with 100% employer match about $100,854 at 4% or $67,236 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $844,088 | $56,478 | $8,068iApproximate average salary by contribution assumption: employee only about $201,707 at 4% or $134,471 at 6%; with 50% employer match about $134,471 at 4% or $89,648 at 6%; with 100% employer match about $100,854 at 4% or $67,236 at 6%. |
| 2022 | 1 | 7 | $789,093 | $56,720 | $8,103iApproximate average salary by contribution assumption: employee only about $202,571 at 4% or $135,048 at 6%; with 50% employer match about $135,048 at 4% or $90,032 at 6%; with 100% employer match about $101,286 at 4% or $67,524 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $789,093 | $56,720 | $8,103iApproximate average salary by contribution assumption: employee only about $202,571 at 4% or $135,048 at 6%; with 50% employer match about $135,048 at 4% or $90,032 at 6%; with 100% employer match about $101,286 at 4% or $67,524 at 6%. |
| 2021 | 1 | 6 | $874,371 | $44,454 | $7,409iApproximate average salary by contribution assumption: employee only about $185,225 at 4% or $123,483 at 6%; with 50% employer match about $123,483 at 4% or $82,322 at 6%; with 100% employer match about $92,613 at 4% or $61,742 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $874,371 | $44,454 | $7,409iApproximate average salary by contribution assumption: employee only about $185,225 at 4% or $123,483 at 6%; with 50% employer match about $123,483 at 4% or $82,322 at 6%; with 100% employer match about $92,613 at 4% or $61,742 at 6%. |
| 2020 | 1 | 5 | $750,301 | $42,109 | $8,422iApproximate average salary by contribution assumption: employee only about $210,545 at 4% or $140,363 at 6%; with 50% employer match about $140,363 at 4% or $93,576 at 6%; with 100% employer match about $105,272 at 4% or $70,182 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $750,301 | $42,109 | $8,422iApproximate average salary by contribution assumption: employee only about $210,545 at 4% or $140,363 at 6%; with 50% employer match about $140,363 at 4% or $93,576 at 6%; with 100% employer match about $105,272 at 4% or $70,182 at 6%. |
| 2019 | 1 | 6 | $1,047,292 | $47,833 | $7,972iApproximate average salary by contribution assumption: employee only about $199,304 at 4% or $132,869 at 6%; with 50% employer match about $132,869 at 4% or $88,580 at 6%; with 100% employer match about $99,652 at 4% or $66,435 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,047,292 | $47,833 | $7,972iApproximate average salary by contribution assumption: employee only about $199,304 at 4% or $132,869 at 6%; with 50% employer match about $132,869 at 4% or $88,580 at 6%; with 100% employer match about $99,652 at 4% or $66,435 at 6%. |
| 2018 | 1 | 6 | $864,400 | $35,877 | $5,980iApproximate average salary by contribution assumption: employee only about $149,488 at 4% or $99,658 at 6%; with 50% employer match about $99,658 at 4% or $66,439 at 6%; with 100% employer match about $74,744 at 4% or $49,829 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $864,400 | $35,877 | $5,980iApproximate average salary by contribution assumption: employee only about $149,488 at 4% or $99,658 at 6%; with 50% employer match about $99,658 at 4% or $66,439 at 6%; with 100% employer match about $74,744 at 4% or $49,829 at 6%. |
| 2017 | 1 | 4 | $870,899 | $31,458 | $7,865iApproximate average salary by contribution assumption: employee only about $196,613 at 4% or $131,075 at 6%; with 50% employer match about $131,075 at 4% or $87,383 at 6%; with 100% employer match about $98,306 at 4% or $65,538 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $870,899 | $31,458 | $7,865iApproximate average salary by contribution assumption: employee only about $196,613 at 4% or $131,075 at 6%; with 50% employer match about $131,075 at 4% or $87,383 at 6%; with 100% employer match about $98,306 at 4% or $65,538 at 6%. |
| 2016 | 1 | 4 | $758,737 | $31,298 | $7,825iApproximate average salary by contribution assumption: employee only about $195,613 at 4% or $130,408 at 6%; with 50% employer match about $130,408 at 4% or $86,939 at 6%; with 100% employer match about $97,806 at 4% or $65,204 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $758,737 | $31,298 | $7,825iApproximate average salary by contribution assumption: employee only about $195,613 at 4% or $130,408 at 6%; with 50% employer match about $130,408 at 4% or $86,939 at 6%; with 100% employer match about $97,806 at 4% or $65,204 at 6%. |
| 2015 | 1 | 5 | $836,478 | $37,871 | $7,574iApproximate average salary by contribution assumption: employee only about $189,355 at 4% or $126,237 at 6%; with 50% employer match about $126,237 at 4% or $84,158 at 6%; with 100% employer match about $94,678 at 4% or $63,118 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $836,478 | $37,871 | $7,574iApproximate average salary by contribution assumption: employee only about $189,355 at 4% or $126,237 at 6%; with 50% employer match about $126,237 at 4% or $84,158 at 6%; with 100% employer match about $94,678 at 4% or $63,118 at 6%. |
| 2014 | 1 | 6 | $867,485 | $40,362 | $6,727iApproximate average salary by contribution assumption: employee only about $168,175 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,744 at 6%; with 100% employer match about $84,088 at 4% or $56,058 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $867,485 | $40,362 | $6,727iApproximate average salary by contribution assumption: employee only about $168,175 at 4% or $112,117 at 6%; with 50% employer match about $112,117 at 4% or $74,744 at 6%; with 100% employer match about $84,088 at 4% or $56,058 at 6%. |
| 2013 | 1 | 6 | $787,082 | $41,206 | $6,868iApproximate average salary by contribution assumption: employee only about $171,692 at 4% or $114,461 at 6%; with 50% employer match about $114,461 at 4% or $76,307 at 6%; with 100% employer match about $85,846 at 4% or $57,231 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $787,082 | $41,206 | $6,868iApproximate average salary by contribution assumption: employee only about $171,692 at 4% or $114,461 at 6%; with 50% employer match about $114,461 at 4% or $76,307 at 6%; with 100% employer match about $85,846 at 4% or $57,231 at 6%. |
| 2012 | 1 | 7 | $754,358 | $35,640 | $5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $754,358 | $35,640 | $5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%. |
| 2011 | 1 | 8 | $740,671 | $28,541 | $3,568iApproximate average salary by contribution assumption: employee only about $89,191 at 4% or $59,460 at 6%; with 50% employer match about $59,460 at 4% or $39,640 at 6%; with 100% employer match about $44,595 at 4% or $29,730 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 8 | $740,671 | $28,541 | $3,568iApproximate average salary by contribution assumption: employee only about $89,191 at 4% or $59,460 at 6%; with 50% employer match about $59,460 at 4% or $39,640 at 6%; with 100% employer match about $44,595 at 4% or $29,730 at 6%. |
| 2010 | 1 | 6 | $736,341 | $33,086 | $5,514iApproximate average salary by contribution assumption: employee only about $137,858 at 4% or $91,906 at 6%; with 50% employer match about $91,906 at 4% or $61,270 at 6%; with 100% employer match about $68,929 at 4% or $45,953 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $736,341 | $33,086 | $5,514iApproximate average salary by contribution assumption: employee only about $137,858 at 4% or $91,906 at 6%; with 50% employer match about $91,906 at 4% or $61,270 at 6%; with 100% employer match about $68,929 at 4% or $45,953 at 6%. |
| 2009 | 1 | 11 | $802,245 | $77,059 | $7,005iApproximate average salary by contribution assumption: employee only about $175,134 at 4% or $116,756 at 6%; with 50% employer match about $116,756 at 4% or $77,837 at 6%; with 100% employer match about $87,567 at 4% or $58,378 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 11 | $802,245 | $77,059 | $7,005iApproximate average salary by contribution assumption: employee only about $175,134 at 4% or $116,756 at 6%; with 50% employer match about $116,756 at 4% or $77,837 at 6%; with 100% employer match about $87,567 at 4% or $58,378 at 6%. |
| 2008 | 1 | 17 | $762,082 | $132,511 | $7,795iApproximate average salary by contribution assumption: employee only about $194,869 at 4% or $129,913 at 6%; with 50% employer match about $129,913 at 4% or $86,608 at 6%; with 100% employer match about $97,435 at 4% or $64,956 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 17 | $762,082 | $132,511 | $7,795iApproximate average salary by contribution assumption: employee only about $194,869 at 4% or $129,913 at 6%; with 50% employer match about $129,913 at 4% or $86,608 at 6%; with 100% employer match about $97,435 at 4% or $64,956 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 19 | - | - | - |
| 2006 | 1 | 20 | $0 | $0 | - |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 20 | - | - | - |
| 2005 | 1 | 15 | $719,757 | $86,868 | $5,791iApproximate average salary by contribution assumption: employee only about $144,780 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 15 | $719,757 | $86,868 | $5,791iApproximate average salary by contribution assumption: employee only about $144,780 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%. |
| 2004 | 1 | 18 | $626,847 | $86,027 | $4,779iApproximate average salary by contribution assumption: employee only about $119,482 at 4% or $79,655 at 6%; with 50% employer match about $79,655 at 4% or $53,103 at 6%; with 100% employer match about $59,741 at 4% or $39,827 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 18 | $626,847 | $86,027 | $4,779iApproximate average salary by contribution assumption: employee only about $119,482 at 4% or $79,655 at 6%; with 50% employer match about $79,655 at 4% or $53,103 at 6%; with 100% employer match about $59,741 at 4% or $39,827 at 6%. |
| 2003 | 1 | 17 | $498,289 | $78,244 | $4,603iApproximate average salary by contribution assumption: employee only about $115,065 at 4% or $76,710 at 6%; with 50% employer match about $76,710 at 4% or $51,140 at 6%; with 100% employer match about $57,532 at 4% or $38,355 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 17 | $498,289 | $78,244 | $4,603iApproximate average salary by contribution assumption: employee only about $115,065 at 4% or $76,710 at 6%; with 50% employer match about $76,710 at 4% or $51,140 at 6%; with 100% employer match about $57,532 at 4% or $38,355 at 6%. |
| 2002 | 1 | 17 | $328,737 | $80,554 | $4,738iApproximate average salary by contribution assumption: employee only about $118,462 at 4% or $78,975 at 6%; with 50% employer match about $78,975 at 4% or $52,650 at 6%; with 100% employer match about $59,231 at 4% or $39,487 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 17 | $328,737 | $80,554 | $4,738iApproximate average salary by contribution assumption: employee only about $118,462 at 4% or $78,975 at 6%; with 50% employer match about $78,975 at 4% or $52,650 at 6%; with 100% employer match about $59,231 at 4% or $39,487 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 16 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 12 | - | - | - |
| 1999 | 1 | 14 | $319,016 | $70,696 | $5,050iApproximate average salary by contribution assumption: employee only about $126,243 at 4% or $84,162 at 6%; with 50% employer match about $84,162 at 4% or $56,108 at 6%; with 100% employer match about $63,121 at 4% or $42,081 at 6%. |
| Bercek & Associates Inc. 401(K) Profit Sharing Plan & Trust | - | 14 | $319,016 | $70,696 | $5,050iApproximate average salary by contribution assumption: employee only about $126,243 at 4% or $84,162 at 6%; with 50% employer match about $84,162 at 4% or $56,108 at 6%; with 100% employer match about $63,121 at 4% or $42,081 at 6%. |