The Berens Foundation
Plan context: Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan
EIN 27-0600726 • Northbrook, IL • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$90,499,780
2024 Contributions
$47,335
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 | 0 | $0 | $0 | - |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2023 | 1 | 3 | $90,499,780 | $47,335 | $15,778iApproximate average salary by contribution assumption: employee only about $394,458 at 4% or $262,972 at 6%; with 50% employer match about $262,972 at 4% or $175,315 at 6%; with 100% employer match about $197,229 at 4% or $131,486 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 3 | $90,499,780 | $47,335 | $15,778iApproximate average salary by contribution assumption: employee only about $394,458 at 4% or $262,972 at 6%; with 50% employer match about $262,972 at 4% or $175,315 at 6%; with 100% employer match about $197,229 at 4% or $131,486 at 6%. |
| 2022 | 1 | 5 | $64,446,778 | $110,854 | $22,171iApproximate average salary by contribution assumption: employee only about $554,270 at 4% or $369,513 at 6%; with 50% employer match about $369,513 at 4% or $246,342 at 6%; with 100% employer match about $277,135 at 4% or $184,757 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 5 | $64,446,778 | $110,854 | $22,171iApproximate average salary by contribution assumption: employee only about $554,270 at 4% or $369,513 at 6%; with 50% employer match about $369,513 at 4% or $246,342 at 6%; with 100% employer match about $277,135 at 4% or $184,757 at 6%. |
| 2021 | 1 | 5 | $87,880,026 | $48,178 | $9,636iApproximate average salary by contribution assumption: employee only about $240,890 at 4% or $160,593 at 6%; with 50% employer match about $160,593 at 4% or $107,062 at 6%; with 100% employer match about $120,445 at 4% or $80,297 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 5 | $87,880,026 | $48,178 | $9,636iApproximate average salary by contribution assumption: employee only about $240,890 at 4% or $160,593 at 6%; with 50% employer match about $160,593 at 4% or $107,062 at 6%; with 100% employer match about $120,445 at 4% or $80,297 at 6%. |
| 2020 | 1 | 5 | $68,448,722 | $50,530 | $10,106iApproximate average salary by contribution assumption: employee only about $252,650 at 4% or $168,433 at 6%; with 50% employer match about $168,433 at 4% or $112,289 at 6%; with 100% employer match about $126,325 at 4% or $84,217 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 5 | $68,448,722 | $50,530 | $10,106iApproximate average salary by contribution assumption: employee only about $252,650 at 4% or $168,433 at 6%; with 50% employer match about $168,433 at 4% or $112,289 at 6%; with 100% employer match about $126,325 at 4% or $84,217 at 6%. |
| 2019 | 1 | 5 | $41,232,795 | $1,602,108 | $320,422iApproximate average salary by contribution assumption: employee only about $8,010,540 at 4% or $5,340,360 at 6%; with 50% employer match about $5,340,360 at 4% or $3,560,240 at 6%; with 100% employer match about $4,005,270 at 4% or $2,670,180 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 5 | $41,232,795 | $1,602,108 | $320,422iApproximate average salary by contribution assumption: employee only about $8,010,540 at 4% or $5,340,360 at 6%; with 50% employer match about $5,340,360 at 4% or $3,560,240 at 6%; with 100% employer match about $4,005,270 at 4% or $2,670,180 at 6%. |
| 2018 | 1 | 5 | $26,520,256 | $50,679 | $10,136iApproximate average salary by contribution assumption: employee only about $253,395 at 4% or $168,930 at 6%; with 50% employer match about $168,930 at 4% or $112,620 at 6%; with 100% employer match about $126,697 at 4% or $84,465 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 5 | $26,520,256 | $50,679 | $10,136iApproximate average salary by contribution assumption: employee only about $253,395 at 4% or $168,930 at 6%; with 50% employer match about $168,930 at 4% or $112,620 at 6%; with 100% employer match about $126,697 at 4% or $84,465 at 6%. |
| 2017 | 1 | 6 | $24,851,604 | $50,652 | $8,442iApproximate average salary by contribution assumption: employee only about $211,050 at 4% or $140,700 at 6%; with 50% employer match about $140,700 at 4% or $93,800 at 6%; with 100% employer match about $105,525 at 4% or $70,350 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $24,851,604 | $50,652 | $8,442iApproximate average salary by contribution assumption: employee only about $211,050 at 4% or $140,700 at 6%; with 50% employer match about $140,700 at 4% or $93,800 at 6%; with 100% employer match about $105,525 at 4% or $70,350 at 6%. |
| 2016 | 1 | 6 | $17,505,947 | $482,114 | $80,352iApproximate average salary by contribution assumption: employee only about $2,008,808 at 4% or $1,339,206 at 6%; with 50% employer match about $1,339,206 at 4% or $892,804 at 6%; with 100% employer match about $1,004,404 at 4% or $669,603 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $17,505,947 | $482,114 | $80,352iApproximate average salary by contribution assumption: employee only about $2,008,808 at 4% or $1,339,206 at 6%; with 50% employer match about $1,339,206 at 4% or $892,804 at 6%; with 100% employer match about $1,004,404 at 4% or $669,603 at 6%. |
| 2015 | 1 | 6 | $17,015,948 | $48,961 | $8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,003 at 6%; with 50% employer match about $136,003 at 4% or $90,669 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $17,015,948 | $48,961 | $8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,003 at 6%; with 50% employer match about $136,003 at 4% or $90,669 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%. |
| 2014 | 1 | 6 | $17,972,857 | $4,040 | $673iApproximate average salary by contribution assumption: employee only about $16,833 at 4% or $11,222 at 6%; with 50% employer match about $11,222 at 4% or $7,481 at 6%; with 100% employer match about $8,417 at 4% or $5,611 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $17,972,857 | $4,040 | $673iApproximate average salary by contribution assumption: employee only about $16,833 at 4% or $11,222 at 6%; with 50% employer match about $11,222 at 4% or $7,481 at 6%; with 100% employer match about $8,417 at 4% or $5,611 at 6%. |
| 2013 | 1 | 6 | $18,511,713 | $44,292 | $7,382iApproximate average salary by contribution assumption: employee only about $184,550 at 4% or $123,033 at 6%; with 50% employer match about $123,033 at 4% or $82,022 at 6%; with 100% employer match about $92,275 at 4% or $61,517 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $18,511,713 | $44,292 | $7,382iApproximate average salary by contribution assumption: employee only about $184,550 at 4% or $123,033 at 6%; with 50% employer match about $123,033 at 4% or $82,022 at 6%; with 100% employer match about $92,275 at 4% or $61,517 at 6%. |
| 2012 | 1 | 6 | $14,047,516 | $11,274,891 | $1,879,149iApproximate average salary by contribution assumption: employee only about $46,978,713 at 4% or $31,319,142 at 6%; with 50% employer match about $31,319,142 at 4% or $20,879,428 at 6%; with 100% employer match about $23,489,356 at 4% or $15,659,571 at 6%. |
| Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan | - | 6 | $14,047,516 | $11,274,891 | $1,879,149iApproximate average salary by contribution assumption: employee only about $46,978,713 at 4% or $31,319,142 at 6%; with 50% employer match about $31,319,142 at 4% or $20,879,428 at 6%; with 100% employer match about $23,489,356 at 4% or $15,659,571 at 6%. |