Civic Intelligence

Borner, Smith, Aleman, Herzog & Cerrone LLC

Plan context: Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan

EIN 27-1549639 • Putnam, CT • 13 filings • 3 plans

155 Providence StreetPO Box 166Putnam, CT 06260
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$961,479

2024 Contributions

$109,874

Historical Graphs

Total Assets Over Time

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

$961,479$480,740$0201220182024YearValue
$961,479Latest year 2024

Participants Over Time

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

1470201220182024YearValue
13Latest 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
2024113$961,479$109,874$8,452iApproximate average salary by contribution assumption: employee only about $211,296 at 4% or $140,864 at 6%; with 50% employer match about $140,864 at 4% or $93,909 at 6%; with 100% employer match about $105,648 at 4% or $70,432 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-13$961,479$109,874$8,452iApproximate average salary by contribution assumption: employee only about $211,296 at 4% or $140,864 at 6%; with 50% employer match about $140,864 at 4% or $93,909 at 6%; with 100% employer match about $105,648 at 4% or $70,432 at 6%.
2023114$772,423$78,862$5,633iApproximate average salary by contribution assumption: employee only about $140,825 at 4% or $93,883 at 6%; with 50% employer match about $93,883 at 4% or $62,589 at 6%; with 100% employer match about $70,413 at 4% or $46,942 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-14$772,423$78,862$5,633iApproximate average salary by contribution assumption: employee only about $140,825 at 4% or $93,883 at 6%; with 50% employer match about $93,883 at 4% or $62,589 at 6%; with 100% employer match about $70,413 at 4% or $46,942 at 6%.
2022114$666,353$77,520$5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,214 at 4% or $46,143 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-14$666,353$77,520$5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,214 at 4% or $46,143 at 6%.
2021113$712,337$67,051$5,158iApproximate average salary by contribution assumption: employee only about $128,944 at 4% or $85,963 at 6%; with 50% employer match about $85,963 at 4% or $57,309 at 6%; with 100% employer match about $64,472 at 4% or $42,981 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-13$712,337$67,051$5,158iApproximate average salary by contribution assumption: employee only about $128,944 at 4% or $85,963 at 6%; with 50% employer match about $85,963 at 4% or $57,309 at 6%; with 100% employer match about $64,472 at 4% or $42,981 at 6%.
2020113$580,039$74,229$5,710iApproximate average salary by contribution assumption: employee only about $142,748 at 4% or $95,165 at 6%; with 50% employer match about $95,165 at 4% or $63,444 at 6%; with 100% employer match about $71,374 at 4% or $47,583 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-13$580,039$74,229$5,710iApproximate average salary by contribution assumption: employee only about $142,748 at 4% or $95,165 at 6%; with 50% employer match about $95,165 at 4% or $63,444 at 6%; with 100% employer match about $71,374 at 4% or $47,583 at 6%.
2019111$440,235$74,500$6,773iApproximate average salary by contribution assumption: employee only about $169,318 at 4% or $112,879 at 6%; with 50% employer match about $112,879 at 4% or $75,253 at 6%; with 100% employer match about $84,659 at 4% or $56,439 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-11$440,235$74,500$6,773iApproximate average salary by contribution assumption: employee only about $169,318 at 4% or $112,879 at 6%; with 50% employer match about $112,879 at 4% or $75,253 at 6%; with 100% employer match about $84,659 at 4% or $56,439 at 6%.
2018112$712,563$65,269$5,439iApproximate average salary by contribution assumption: employee only about $135,977 at 4% or $90,651 at 6%; with 50% employer match about $90,651 at 4% or $60,434 at 6%; with 100% employer match about $67,989 at 4% or $45,326 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-12$712,563$65,269$5,439iApproximate average salary by contribution assumption: employee only about $135,977 at 4% or $90,651 at 6%; with 50% employer match about $90,651 at 4% or $60,434 at 6%; with 100% employer match about $67,989 at 4% or $45,326 at 6%.
201718$686,511$228,785$28,598iApproximate average salary by contribution assumption: employee only about $714,953 at 4% or $476,635 at 6%; with 50% employer match about $476,635 at 4% or $317,757 at 6%; with 100% employer match about $357,477 at 4% or $238,318 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-8$686,511$228,785$28,598iApproximate average salary by contribution assumption: employee only about $714,953 at 4% or $476,635 at 6%; with 50% employer match about $476,635 at 4% or $317,757 at 6%; with 100% employer match about $357,477 at 4% or $238,318 at 6%.
2016110$437,895$42,178$4,218iApproximate average salary by contribution assumption: employee only about $105,445 at 4% or $70,297 at 6%; with 50% employer match about $70,297 at 4% or $46,864 at 6%; with 100% employer match about $52,723 at 4% or $35,148 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-10$437,895$42,178$4,218iApproximate average salary by contribution assumption: employee only about $105,445 at 4% or $70,297 at 6%; with 50% employer match about $70,297 at 4% or $46,864 at 6%; with 100% employer match about $52,723 at 4% or $35,148 at 6%.
2015110$399,502$38,974$3,897iApproximate average salary by contribution assumption: employee only about $97,435 at 4% or $64,957 at 6%; with 50% employer match about $64,957 at 4% or $43,304 at 6%; with 100% employer match about $48,718 at 4% or $32,478 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-10$399,502$38,974$3,897iApproximate average salary by contribution assumption: employee only about $97,435 at 4% or $64,957 at 6%; with 50% employer match about $64,957 at 4% or $43,304 at 6%; with 100% employer match about $48,718 at 4% or $32,478 at 6%.
2014110$360,731$39,547$3,955iApproximate average salary by contribution assumption: employee only about $98,868 at 4% or $65,912 at 6%; with 50% employer match about $65,912 at 4% or $43,941 at 6%; with 100% employer match about $49,434 at 4% or $32,956 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-10$360,731$39,547$3,955iApproximate average salary by contribution assumption: employee only about $98,868 at 4% or $65,912 at 6%; with 50% employer match about $65,912 at 4% or $43,941 at 6%; with 100% employer match about $49,434 at 4% or $32,956 at 6%.
201319$311,870$30,204$3,356iApproximate average salary by contribution assumption: employee only about $83,900 at 4% or $55,933 at 6%; with 50% employer match about $55,933 at 4% or $37,289 at 6%; with 100% employer match about $41,950 at 4% or $27,967 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-9$311,870$30,204$3,356iApproximate average salary by contribution assumption: employee only about $83,900 at 4% or $55,933 at 6%; with 50% employer match about $55,933 at 4% or $37,289 at 6%; with 100% employer match about $41,950 at 4% or $27,967 at 6%.
201217$257,213$23,402$3,343iApproximate average salary by contribution assumption: employee only about $83,579 at 4% or $55,719 at 6%; with 50% employer match about $55,719 at 4% or $37,146 at 6%; with 100% employer match about $41,789 at 4% or $27,860 at 6%.
Borner, Smith, Aleman, Herzog & Cerrone LLC 401(K) Plan-7$257,213$23,402$3,343iApproximate average salary by contribution assumption: employee only about $83,579 at 4% or $55,719 at 6%; with 50% employer match about $55,719 at 4% or $37,146 at 6%; with 100% employer match about $41,789 at 4% or $27,860 at 6%.