Civic Intelligence

Robert a Bernheimer Inc

Plan context: Robert a Bernheimer Inc 401K Plan

EIN 26-0338913 • Indian Wells, CA • 18 filings • 2 plans

45-025 Manitou Drive, Suite 3Indian Wells, CA 92210
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,818,398

2025 Contributions

$52,493

Historical Graphs

Total Assets Over Time

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

$1,818,398$909,199$0200820172025YearValue
$1,818,398Latest year 2025

Participants Over Time

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

420200820172025YearValue
2Latest year 2025

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
202512$1,818,398$52,493$26,247iApproximate average salary by contribution assumption: employee only about $656,163 at 4% or $437,442 at 6%; with 50% employer match about $437,442 at 4% or $291,628 at 6%; with 100% employer match about $328,081 at 4% or $218,721 at 6%.
Robert a Bernheimer Inc 401K Plan-2$1,818,398$52,493$26,247iApproximate average salary by contribution assumption: employee only about $656,163 at 4% or $437,442 at 6%; with 50% employer match about $437,442 at 4% or $291,628 at 6%; with 100% employer match about $328,081 at 4% or $218,721 at 6%.
202412$1,528,786$43,762$21,881iApproximate average salary by contribution assumption: employee only about $547,025 at 4% or $364,683 at 6%; with 50% employer match about $364,683 at 4% or $243,122 at 6%; with 100% employer match about $273,513 at 4% or $182,342 at 6%.
Robert a Bernheimer Inc 401K Plan-2$1,528,786$43,762$21,881iApproximate average salary by contribution assumption: employee only about $547,025 at 4% or $364,683 at 6%; with 50% employer match about $364,683 at 4% or $243,122 at 6%; with 100% employer match about $273,513 at 4% or $182,342 at 6%.
202312$1,295,903$43,182$21,591iApproximate average salary by contribution assumption: employee only about $539,775 at 4% or $359,850 at 6%; with 50% employer match about $359,850 at 4% or $239,900 at 6%; with 100% employer match about $269,888 at 4% or $179,925 at 6%.
Robert a Bernheimer Inc 401K Plan-2$1,295,903$43,182$21,591iApproximate average salary by contribution assumption: employee only about $539,775 at 4% or $359,850 at 6%; with 50% employer match about $359,850 at 4% or $239,900 at 6%; with 100% employer match about $269,888 at 4% or $179,925 at 6%.
202212$1,051,710$37,929$18,965iApproximate average salary by contribution assumption: employee only about $474,113 at 4% or $316,075 at 6%; with 50% employer match about $316,075 at 4% or $210,717 at 6%; with 100% employer match about $237,056 at 4% or $158,038 at 6%.
Robert a Bernheimer Inc 401K Plan-2$1,051,710$37,929$18,965iApproximate average salary by contribution assumption: employee only about $474,113 at 4% or $316,075 at 6%; with 50% employer match about $316,075 at 4% or $210,717 at 6%; with 100% employer match about $237,056 at 4% or $158,038 at 6%.
202113$1,306,350$66,811$22,270iApproximate average salary by contribution assumption: employee only about $556,758 at 4% or $371,172 at 6%; with 50% employer match about $371,172 at 4% or $247,448 at 6%; with 100% employer match about $278,379 at 4% or $185,586 at 6%.
Robert a Bernheimer Inc 401K Plan-3$1,306,350$66,811$22,270iApproximate average salary by contribution assumption: employee only about $556,758 at 4% or $371,172 at 6%; with 50% employer match about $371,172 at 4% or $247,448 at 6%; with 100% employer match about $278,379 at 4% or $185,586 at 6%.
202013$1,136,403$36,399$12,133iApproximate average salary by contribution assumption: employee only about $303,325 at 4% or $202,217 at 6%; with 50% employer match about $202,217 at 4% or $134,811 at 6%; with 100% employer match about $151,663 at 4% or $101,108 at 6%.
Robert a Bernheimer Inc 401K Plan-3$1,136,403$36,399$12,133iApproximate average salary by contribution assumption: employee only about $303,325 at 4% or $202,217 at 6%; with 50% employer match about $202,217 at 4% or $134,811 at 6%; with 100% employer match about $151,663 at 4% or $101,108 at 6%.
201913$872,022$302,591$100,864iApproximate average salary by contribution assumption: employee only about $2,521,592 at 4% or $1,681,061 at 6%; with 50% employer match about $1,681,061 at 4% or $1,120,707 at 6%; with 100% employer match about $1,260,796 at 4% or $840,531 at 6%.
Robert a Bernheimer Inc 401K Plan-3$872,022$302,591$100,864iApproximate average salary by contribution assumption: employee only about $2,521,592 at 4% or $1,681,061 at 6%; with 50% employer match about $1,681,061 at 4% or $1,120,707 at 6%; with 100% employer match about $1,260,796 at 4% or $840,531 at 6%.
201813$441,568$34,507$11,502iApproximate average salary by contribution assumption: employee only about $287,558 at 4% or $191,706 at 6%; with 50% employer match about $191,706 at 4% or $127,804 at 6%; with 100% employer match about $143,779 at 4% or $95,853 at 6%.
Robert a Bernheimer Inc 401K Plan-3$441,568$34,507$11,502iApproximate average salary by contribution assumption: employee only about $287,558 at 4% or $191,706 at 6%; with 50% employer match about $191,706 at 4% or $127,804 at 6%; with 100% employer match about $143,779 at 4% or $95,853 at 6%.
201714$484,890$37,314$9,329iApproximate average salary by contribution assumption: employee only about $233,213 at 4% or $155,475 at 6%; with 50% employer match about $155,475 at 4% or $103,650 at 6%; with 100% employer match about $116,606 at 4% or $77,738 at 6%.
Robert a Bernheimer Inc 401K Plan-4$484,890$37,314$9,329iApproximate average salary by contribution assumption: employee only about $233,213 at 4% or $155,475 at 6%; with 50% employer match about $155,475 at 4% or $103,650 at 6%; with 100% employer match about $116,606 at 4% or $77,738 at 6%.
201614$375,186$34,184$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
Robert a Bernheimer Inc 401K Plan-4$375,186$34,184$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
201514$317,175$34,183$8,546iApproximate average salary by contribution assumption: employee only about $213,644 at 4% or $142,429 at 6%; with 50% employer match about $142,429 at 4% or $94,953 at 6%; with 100% employer match about $106,822 at 4% or $71,215 at 6%.
Robert a Bernheimer Inc 401K Plan-4$317,175$34,183$8,546iApproximate average salary by contribution assumption: employee only about $213,644 at 4% or $142,429 at 6%; with 50% employer match about $142,429 at 4% or $94,953 at 6%; with 100% employer match about $106,822 at 4% or $71,215 at 6%.
201414$287,434$33,695$8,424iApproximate average salary by contribution assumption: employee only about $210,594 at 4% or $140,396 at 6%; with 50% employer match about $140,396 at 4% or $93,597 at 6%; with 100% employer match about $105,297 at 4% or $70,198 at 6%.
Robert a Bernheimer Inc 401K Plan-4$287,434$33,695$8,424iApproximate average salary by contribution assumption: employee only about $210,594 at 4% or $140,396 at 6%; with 50% employer match about $140,396 at 4% or $93,597 at 6%; with 100% employer match about $105,297 at 4% or $70,198 at 6%.
201313$245,802$28,173$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.
Robert a Bernheimer Inc 401K Plan-3$245,802$28,173$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.
201213$172,309$26,789$8,930iApproximate average salary by contribution assumption: employee only about $223,242 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%.
Robert a Bernheimer Inc 401K Plan-3$172,309$26,789$8,930iApproximate average salary by contribution assumption: employee only about $223,242 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%.
201113$126,674$25,077$8,359iApproximate average salary by contribution assumption: employee only about $208,975 at 4% or $139,317 at 6%; with 50% employer match about $139,317 at 4% or $92,878 at 6%; with 100% employer match about $104,488 at 4% or $69,658 at 6%.
Robert a Bernheimer Inc 401K Plan-3$126,674$25,077$8,359iApproximate average salary by contribution assumption: employee only about $208,975 at 4% or $139,317 at 6%; with 50% employer match about $139,317 at 4% or $92,878 at 6%; with 100% employer match about $104,488 at 4% or $69,658 at 6%.
201013$110,762$23,152$7,717iApproximate average salary by contribution assumption: employee only about $192,933 at 4% or $128,622 at 6%; with 50% employer match about $128,622 at 4% or $85,748 at 6%; with 100% employer match about $96,467 at 4% or $64,311 at 6%.
Robert a Bernheimer Inc 401K Plan-3$110,762$23,152$7,717iApproximate average salary by contribution assumption: employee only about $192,933 at 4% or $128,622 at 6%; with 50% employer match about $128,622 at 4% or $85,748 at 6%; with 100% employer match about $96,467 at 4% or $64,311 at 6%.
200913$73,092$23,205$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.
Robert a Bernheimer Inc 401K Plan-3$73,092$23,205$7,735iApproximate average salary by contribution assumption: employee only about $193,375 at 4% or $128,917 at 6%; with 50% employer match about $128,917 at 4% or $85,944 at 6%; with 100% employer match about $96,688 at 4% or $64,458 at 6%.
200813$33,421$42,314$14,105iApproximate average salary by contribution assumption: employee only about $352,617 at 4% or $235,078 at 6%; with 50% employer match about $235,078 at 4% or $156,719 at 6%; with 100% employer match about $176,308 at 4% or $117,539 at 6%.
Robert a Bernheimer Inc 401K Plan-3$33,421$42,314$14,105iApproximate average salary by contribution assumption: employee only about $352,617 at 4% or $235,078 at 6%; with 50% employer match about $235,078 at 4% or $156,719 at 6%; with 100% employer match about $176,308 at 4% or $117,539 at 6%.