Civic Intelligence

Jory L. Bernard LLC

Plan context: Jory L. Bernard LLC 401(K) Plan

EIN 26-1441724 • Lafayette, LA • 17 filings • 2 plans

P. O. Box 82448Lafayette, LA 70598
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$3,954,614

2024 Contributions

$386,767

Historical Graphs

Total Assets Over Time

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

$3,954,614$1,977,307$0200820162024YearValue
$3,954,614Latest year 2024

Participants Over Time

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

79400200820162024YearValue
62Latest year 2024

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
2024162$3,954,614$386,767$6,238iApproximate average salary by contribution assumption: employee only about $155,954 at 4% or $103,970 at 6%; with 50% employer match about $103,970 at 4% or $69,313 at 6%; with 100% employer match about $77,977 at 4% or $51,985 at 6%.
Jory L. Bernard LLC 401(K) Plan-62$3,954,614$386,767$6,238iApproximate average salary by contribution assumption: employee only about $155,954 at 4% or $103,970 at 6%; with 50% employer match about $103,970 at 4% or $69,313 at 6%; with 100% employer match about $77,977 at 4% or $51,985 at 6%.
2023164$3,488,018$393,092$6,142iApproximate average salary by contribution assumption: employee only about $153,552 at 4% or $102,368 at 6%; with 50% employer match about $102,368 at 4% or $68,245 at 6%; with 100% employer match about $76,776 at 4% or $51,184 at 6%.
Jory L. Bernard LLC 401(K) Plan-64$3,488,018$393,092$6,142iApproximate average salary by contribution assumption: employee only about $153,552 at 4% or $102,368 at 6%; with 50% employer match about $102,368 at 4% or $68,245 at 6%; with 100% employer match about $76,776 at 4% or $51,184 at 6%.
2022167$2,700,711$916,260$13,676iApproximate average salary by contribution assumption: employee only about $341,888 at 4% or $227,925 at 6%; with 50% employer match about $227,925 at 4% or $151,950 at 6%; with 100% employer match about $170,944 at 4% or $113,963 at 6%.
Jory L. Bernard LLC 401(K) Plan-67$2,700,711$916,260$13,676iApproximate average salary by contribution assumption: employee only about $341,888 at 4% or $227,925 at 6%; with 50% employer match about $227,925 at 4% or $151,950 at 6%; with 100% employer match about $170,944 at 4% or $113,963 at 6%.
2021164$2,526,486$249,498$3,898iApproximate average salary by contribution assumption: employee only about $97,460 at 4% or $64,973 at 6%; with 50% employer match about $64,973 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%.
Jory L. Bernard LLC 401(K) Plan-64$2,526,486$249,498$3,898iApproximate average salary by contribution assumption: employee only about $97,460 at 4% or $64,973 at 6%; with 50% employer match about $64,973 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%.
2020156$2,056,785$248,217$4,432iApproximate average salary by contribution assumption: employee only about $110,811 at 4% or $73,874 at 6%; with 50% employer match about $73,874 at 4% or $49,249 at 6%; with 100% employer match about $55,406 at 4% or $36,937 at 6%.
Jory L. Bernard LLC 401(K) Plan-56$2,056,785$248,217$4,432iApproximate average salary by contribution assumption: employee only about $110,811 at 4% or $73,874 at 6%; with 50% employer match about $73,874 at 4% or $49,249 at 6%; with 100% employer match about $55,406 at 4% or $36,937 at 6%.
2019179$1,828,845$291,954$3,696iApproximate average salary by contribution assumption: employee only about $92,391 at 4% or $61,594 at 6%; with 50% employer match about $61,594 at 4% or $41,062 at 6%; with 100% employer match about $46,195 at 4% or $30,797 at 6%.
Jory L. Bernard LLC 401(K) Plan-79$1,828,845$291,954$3,696iApproximate average salary by contribution assumption: employee only about $92,391 at 4% or $61,594 at 6%; with 50% employer match about $61,594 at 4% or $41,062 at 6%; with 100% employer match about $46,195 at 4% or $30,797 at 6%.
2018155$1,285,556$190,462$3,463iApproximate average salary by contribution assumption: employee only about $86,574 at 4% or $57,716 at 6%; with 50% employer match about $57,716 at 4% or $38,477 at 6%; with 100% employer match about $43,287 at 4% or $28,858 at 6%.
Jory L. Bernard LLC 401(K) Plan-55$1,285,556$190,462$3,463iApproximate average salary by contribution assumption: employee only about $86,574 at 4% or $57,716 at 6%; with 50% employer match about $57,716 at 4% or $38,477 at 6%; with 100% employer match about $43,287 at 4% or $28,858 at 6%.
2017144$1,473,763$73,919$1,680iApproximate average salary by contribution assumption: employee only about $41,999 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,666 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
Jory L. Bernard LLC 401(K) Plan-44$1,473,763$73,919$1,680iApproximate average salary by contribution assumption: employee only about $41,999 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,666 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
2016145$1,270,820$120,826$2,685iApproximate average salary by contribution assumption: employee only about $67,126 at 4% or $44,750 at 6%; with 50% employer match about $44,750 at 4% or $29,834 at 6%; with 100% employer match about $33,563 at 4% or $22,375 at 6%.
Jory L. Bernard LLC 401(K) Plan-45$1,270,820$120,826$2,685iApproximate average salary by contribution assumption: employee only about $67,126 at 4% or $44,750 at 6%; with 50% employer match about $44,750 at 4% or $29,834 at 6%; with 100% employer match about $33,563 at 4% or $22,375 at 6%.
2015154$1,258,055$321,593$5,955iApproximate average salary by contribution assumption: employee only about $148,886 at 4% or $99,257 at 6%; with 50% employer match about $99,257 at 4% or $66,171 at 6%; with 100% employer match about $74,443 at 4% or $49,629 at 6%.
Jory L. Bernard LLC 401(K) Plan-54$1,258,055$321,593$5,955iApproximate average salary by contribution assumption: employee only about $148,886 at 4% or $99,257 at 6%; with 50% employer match about $99,257 at 4% or $66,171 at 6%; with 100% employer match about $74,443 at 4% or $49,629 at 6%.
2014119$639,258$92,884$4,889iApproximate average salary by contribution assumption: employee only about $122,216 at 4% or $81,477 at 6%; with 50% employer match about $81,477 at 4% or $54,318 at 6%; with 100% employer match about $61,108 at 4% or $40,739 at 6%.
Jory L. Bernard LLC 401(K) Plan-19$639,258$92,884$4,889iApproximate average salary by contribution assumption: employee only about $122,216 at 4% or $81,477 at 6%; with 50% employer match about $81,477 at 4% or $54,318 at 6%; with 100% employer match about $61,108 at 4% or $40,739 at 6%.
2013120$724,126$85,547$4,277iApproximate average salary by contribution assumption: employee only about $106,934 at 4% or $71,289 at 6%; with 50% employer match about $71,289 at 4% or $47,526 at 6%; with 100% employer match about $53,467 at 4% or $35,645 at 6%.
Jory L. Bernard LLC 401(K) Plan-20$724,126$85,547$4,277iApproximate average salary by contribution assumption: employee only about $106,934 at 4% or $71,289 at 6%; with 50% employer match about $71,289 at 4% or $47,526 at 6%; with 100% employer match about $53,467 at 4% or $35,645 at 6%.
2012119$556,327$73,784$3,883iApproximate average salary by contribution assumption: employee only about $97,084 at 4% or $64,723 at 6%; with 50% employer match about $64,723 at 4% or $43,149 at 6%; with 100% employer match about $48,542 at 4% or $32,361 at 6%.
Jory L. Bernard LLC 401(K) Plan-19$556,327$73,784$3,883iApproximate average salary by contribution assumption: employee only about $97,084 at 4% or $64,723 at 6%; with 50% employer match about $64,723 at 4% or $43,149 at 6%; with 100% employer match about $48,542 at 4% or $32,361 at 6%.
2011118$449,492$56,139$3,119iApproximate average salary by contribution assumption: employee only about $77,971 at 4% or $51,981 at 6%; with 50% employer match about $51,981 at 4% or $34,654 at 6%; with 100% employer match about $38,985 at 4% or $25,990 at 6%.
Jory L. Bernard LLC 401(K) Plan-18$449,492$56,139$3,119iApproximate average salary by contribution assumption: employee only about $77,971 at 4% or $51,981 at 6%; with 50% employer match about $51,981 at 4% or $34,654 at 6%; with 100% employer match about $38,985 at 4% or $25,990 at 6%.
2010114$424,166$136,279$9,734iApproximate average salary by contribution assumption: employee only about $243,355 at 4% or $162,237 at 6%; with 50% employer match about $162,237 at 4% or $108,158 at 6%; with 100% employer match about $121,678 at 4% or $81,118 at 6%.
Jory L. Bernard LLC 401(K) Plan-14$424,166$136,279$9,734iApproximate average salary by contribution assumption: employee only about $243,355 at 4% or $162,237 at 6%; with 50% employer match about $162,237 at 4% or $108,158 at 6%; with 100% employer match about $121,678 at 4% or $81,118 at 6%.
2009112$241,707$36,286$3,024iApproximate average salary by contribution assumption: employee only about $75,596 at 4% or $50,397 at 6%; with 50% employer match about $50,397 at 4% or $33,598 at 6%; with 100% employer match about $37,798 at 4% or $25,199 at 6%.
Jory L. Bernard LLC 401(K) Plan-12$241,707$36,286$3,024iApproximate average salary by contribution assumption: employee only about $75,596 at 4% or $50,397 at 6%; with 50% employer match about $50,397 at 4% or $33,598 at 6%; with 100% employer match about $37,798 at 4% or $25,199 at 6%.
2008118$172,662$241,723$13,429iApproximate average salary by contribution assumption: employee only about $335,726 at 4% or $223,818 at 6%; with 50% employer match about $223,818 at 4% or $149,212 at 6%; with 100% employer match about $167,863 at 4% or $111,909 at 6%.
Jory L. Bernard LLC 401(K) Plan-18$172,662$241,723$13,429iApproximate average salary by contribution assumption: employee only about $335,726 at 4% or $223,818 at 6%; with 50% employer match about $223,818 at 4% or $149,212 at 6%; with 100% employer match about $167,863 at 4% or $111,909 at 6%.