Civic Intelligence

The Berens Foundation

Plan context: Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan

EIN 27-0600726 • Northbrook, IL • 13 filings • 1 plans

1660 North LaneNorthbrook, IL 60062-4708
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

$90,499,780$45,249,890$0201220182023YearValue
$90,499,780Latest year 2023

Participants Over Time

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

630201220182023YearValue
3Latest year 2023

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
202410$0$0-
Mark H. Berens Charitable Foundation 401(K) Profit Sharing Plan-0---
202313$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%.
202215$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%.
202115$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%.
202015$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%.
201915$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%.
201815$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%.
201716$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%.
201616$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%.
201516$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%.
201416$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%.
201316$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%.
201216$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%.