Berks County Community Foundation
Plan context: Section 403B Retirement Plan for Berks County Community Foundation
EIN 23-2769892 • Reading, PA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,198,534
2024 Contributions
$118,602
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 | 1 | 12 | $2,198,534 | $118,602 | $9,884iApproximate average salary by contribution assumption: employee only about $247,088 at 4% or $164,725 at 6%; with 50% employer match about $164,725 at 4% or $109,817 at 6%; with 100% employer match about $123,544 at 4% or $82,363 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 12 | $2,198,534 | $118,602 | $9,884iApproximate average salary by contribution assumption: employee only about $247,088 at 4% or $164,725 at 6%; with 50% employer match about $164,725 at 4% or $109,817 at 6%; with 100% employer match about $123,544 at 4% or $82,363 at 6%. |
| 2023 | 1 | 13 | $1,883,023 | $119,644 | $9,203iApproximate average salary by contribution assumption: employee only about $230,085 at 4% or $153,390 at 6%; with 50% employer match about $153,390 at 4% or $102,260 at 6%; with 100% employer match about $115,042 at 4% or $76,695 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 13 | $1,883,023 | $119,644 | $9,203iApproximate average salary by contribution assumption: employee only about $230,085 at 4% or $153,390 at 6%; with 50% employer match about $153,390 at 4% or $102,260 at 6%; with 100% employer match about $115,042 at 4% or $76,695 at 6%. |
| 2022 | 1 | 14 | $1,847,233 | $129,090 | $9,221iApproximate average salary by contribution assumption: employee only about $230,518 at 4% or $153,679 at 6%; with 50% employer match about $153,679 at 4% or $102,452 at 6%; with 100% employer match about $115,259 at 4% or $76,839 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 14 | $1,847,233 | $129,090 | $9,221iApproximate average salary by contribution assumption: employee only about $230,518 at 4% or $153,679 at 6%; with 50% employer match about $153,679 at 4% or $102,452 at 6%; with 100% employer match about $115,259 at 4% or $76,839 at 6%. |
| 2021 | 1 | 13 | $1,506,424 | $123,435 | $9,495iApproximate average salary by contribution assumption: employee only about $237,375 at 4% or $158,250 at 6%; with 50% employer match about $158,250 at 4% or $105,500 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 13 | $1,506,424 | $123,435 | $9,495iApproximate average salary by contribution assumption: employee only about $237,375 at 4% or $158,250 at 6%; with 50% employer match about $158,250 at 4% or $105,500 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%. |
| 2020 | 1 | 12 | $1,921,567 | $89,711 | $7,476iApproximate average salary by contribution assumption: employee only about $186,898 at 4% or $124,599 at 6%; with 50% employer match about $124,599 at 4% or $83,066 at 6%; with 100% employer match about $93,449 at 4% or $62,299 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 12 | $1,921,567 | $89,711 | $7,476iApproximate average salary by contribution assumption: employee only about $186,898 at 4% or $124,599 at 6%; with 50% employer match about $124,599 at 4% or $83,066 at 6%; with 100% employer match about $93,449 at 4% or $62,299 at 6%. |
| 2019 | 1 | 12 | $1,365,453 | $82,462 | $6,872iApproximate average salary by contribution assumption: employee only about $171,796 at 4% or $114,531 at 6%; with 50% employer match about $114,531 at 4% or $76,354 at 6%; with 100% employer match about $85,898 at 4% or $57,265 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 12 | $1,365,453 | $82,462 | $6,872iApproximate average salary by contribution assumption: employee only about $171,796 at 4% or $114,531 at 6%; with 50% employer match about $114,531 at 4% or $76,354 at 6%; with 100% employer match about $85,898 at 4% or $57,265 at 6%. |
| 2018 | 1 | 9 | $1,234,728 | $78,237 | $8,693iApproximate average salary by contribution assumption: employee only about $217,325 at 4% or $144,883 at 6%; with 50% employer match about $144,883 at 4% or $96,589 at 6%; with 100% employer match about $108,663 at 4% or $72,442 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $1,234,728 | $78,237 | $8,693iApproximate average salary by contribution assumption: employee only about $217,325 at 4% or $144,883 at 6%; with 50% employer match about $144,883 at 4% or $96,589 at 6%; with 100% employer match about $108,663 at 4% or $72,442 at 6%. |
| 2017 | 1 | 9 | $1,123,873 | $75,604 | $8,400iApproximate average salary by contribution assumption: employee only about $210,011 at 4% or $140,007 at 6%; with 50% employer match about $140,007 at 4% or $93,338 at 6%; with 100% employer match about $105,006 at 4% or $70,004 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $1,123,873 | $75,604 | $8,400iApproximate average salary by contribution assumption: employee only about $210,011 at 4% or $140,007 at 6%; with 50% employer match about $140,007 at 4% or $93,338 at 6%; with 100% employer match about $105,006 at 4% or $70,004 at 6%. |
| 2016 | 1 | 9 | $959,343 | $67,972 | $7,552iApproximate average salary by contribution assumption: employee only about $188,811 at 4% or $125,874 at 6%; with 50% employer match about $125,874 at 4% or $83,916 at 6%; with 100% employer match about $94,406 at 4% or $62,937 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $959,343 | $67,972 | $7,552iApproximate average salary by contribution assumption: employee only about $188,811 at 4% or $125,874 at 6%; with 50% employer match about $125,874 at 4% or $83,916 at 6%; with 100% employer match about $94,406 at 4% or $62,937 at 6%. |
| 2015 | 1 | 10 | $772,990 | $63,412 | $6,341iApproximate average salary by contribution assumption: employee only about $158,530 at 4% or $105,687 at 6%; with 50% employer match about $105,687 at 4% or $70,458 at 6%; with 100% employer match about $79,265 at 4% or $52,843 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 10 | $772,990 | $63,412 | $6,341iApproximate average salary by contribution assumption: employee only about $158,530 at 4% or $105,687 at 6%; with 50% employer match about $105,687 at 4% or $70,458 at 6%; with 100% employer match about $79,265 at 4% or $52,843 at 6%. |
| 2014 | 1 | 10 | $724,079 | $51,650 | $5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 10 | $724,079 | $51,650 | $5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%. |
| 2013 | 1 | 7 | $642,927 | $40,303 | $5,758iApproximate average salary by contribution assumption: employee only about $143,939 at 4% or $95,960 at 6%; with 50% employer match about $95,960 at 4% or $63,973 at 6%; with 100% employer match about $71,970 at 4% or $47,980 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 7 | $642,927 | $40,303 | $5,758iApproximate average salary by contribution assumption: employee only about $143,939 at 4% or $95,960 at 6%; with 50% employer match about $95,960 at 4% or $63,973 at 6%; with 100% employer match about $71,970 at 4% or $47,980 at 6%. |
| 2012 | 1 | 7 | $509,345 | $39,569 | $5,653iApproximate average salary by contribution assumption: employee only about $141,318 at 4% or $94,212 at 6%; with 50% employer match about $94,212 at 4% or $62,808 at 6%; with 100% employer match about $70,659 at 4% or $47,106 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 7 | $509,345 | $39,569 | $5,653iApproximate average salary by contribution assumption: employee only about $141,318 at 4% or $94,212 at 6%; with 50% employer match about $94,212 at 4% or $62,808 at 6%; with 100% employer match about $70,659 at 4% or $47,106 at 6%. |
| 2011 | 1 | 9 | $501,302 | $41,873 | $4,653iApproximate average salary by contribution assumption: employee only about $116,314 at 4% or $77,543 at 6%; with 50% employer match about $77,543 at 4% or $51,695 at 6%; with 100% employer match about $58,157 at 4% or $38,771 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $501,302 | $41,873 | $4,653iApproximate average salary by contribution assumption: employee only about $116,314 at 4% or $77,543 at 6%; with 50% employer match about $77,543 at 4% or $51,695 at 6%; with 100% employer match about $58,157 at 4% or $38,771 at 6%. |
| 2010 | 1 | 9 | $467,488 | $43,253 | $4,806iApproximate average salary by contribution assumption: employee only about $120,147 at 4% or $80,098 at 6%; with 50% employer match about $80,098 at 4% or $53,399 at 6%; with 100% employer match about $60,074 at 4% or $40,049 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $467,488 | $43,253 | $4,806iApproximate average salary by contribution assumption: employee only about $120,147 at 4% or $80,098 at 6%; with 50% employer match about $80,098 at 4% or $53,399 at 6%; with 100% employer match about $60,074 at 4% or $40,049 at 6%. |
| 2009 | 2 | 9 | $329,098 | $43,121 | $4,791iApproximate average salary by contribution assumption: employee only about $119,781 at 4% or $79,854 at 6%; with 50% employer match about $79,854 at 4% or $53,236 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 9 | $329,098 | $43,121 | $4,791iApproximate average salary by contribution assumption: employee only about $119,781 at 4% or $79,854 at 6%; with 50% employer match about $79,854 at 4% or $53,236 at 6%; with 100% employer match about $59,890 at 4% or $39,927 at 6%. |
| Section 403B Retirement Plan for Berks County Community Foundation | - | - | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Section 403B Retirement Plan for Berks County Community Foundation | - | 0 | - | - | - |