Civic Intelligence

Berlogar Stevens & Associates Inc.

Plan context: Berlogar Stevens & Associates Inc. 401(K) Savings Plan

EIN 27-4335668 • Pleasanton, CA • 15 filings • 2 plans

1220 Quarry LaneSuite CPleasanton, CA 94566
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,277,416

2024 Contributions

$20,998

Historical Graphs

Total Assets Over Time

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

$3,499,596$1,749,798$0201020172024YearValue
$3,277,416Latest year 2024

Participants Over Time

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

22110201020172024YearValue
14Latest 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
2024114$3,277,416$20,998$1,500iApproximate average salary by contribution assumption: employee only about $37,496 at 4% or $24,998 at 6%; with 50% employer match about $24,998 at 4% or $16,665 at 6%; with 100% employer match about $18,748 at 4% or $12,499 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-14$3,277,416$20,998$1,500iApproximate average salary by contribution assumption: employee only about $37,496 at 4% or $24,998 at 6%; with 50% employer match about $24,998 at 4% or $16,665 at 6%; with 100% employer match about $18,748 at 4% or $12,499 at 6%.
2023115$2,934,020$22,774$1,518iApproximate average salary by contribution assumption: employee only about $37,957 at 4% or $25,304 at 6%; with 50% employer match about $25,304 at 4% or $16,870 at 6%; with 100% employer match about $18,978 at 4% or $12,652 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-15$2,934,020$22,774$1,518iApproximate average salary by contribution assumption: employee only about $37,957 at 4% or $25,304 at 6%; with 50% employer match about $25,304 at 4% or $16,870 at 6%; with 100% employer match about $18,978 at 4% or $12,652 at 6%.
2022119$2,898,894$52,771$2,777iApproximate average salary by contribution assumption: employee only about $69,436 at 4% or $46,290 at 6%; with 50% employer match about $46,290 at 4% or $30,860 at 6%; with 100% employer match about $34,718 at 4% or $23,145 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-19$2,898,894$52,771$2,777iApproximate average salary by contribution assumption: employee only about $69,436 at 4% or $46,290 at 6%; with 50% employer match about $46,290 at 4% or $30,860 at 6%; with 100% employer match about $34,718 at 4% or $23,145 at 6%.
2021120$3,499,596$65,063$3,253iApproximate average salary by contribution assumption: employee only about $81,329 at 4% or $54,219 at 6%; with 50% employer match about $54,219 at 4% or $36,146 at 6%; with 100% employer match about $40,664 at 4% or $27,110 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-20$3,499,596$65,063$3,253iApproximate average salary by contribution assumption: employee only about $81,329 at 4% or $54,219 at 6%; with 50% employer match about $54,219 at 4% or $36,146 at 6%; with 100% employer match about $40,664 at 4% or $27,110 at 6%.
2020116$3,305,903$79,306$4,957iApproximate average salary by contribution assumption: employee only about $123,916 at 4% or $82,610 at 6%; with 50% employer match about $82,610 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,305 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-16$3,305,903$79,306$4,957iApproximate average salary by contribution assumption: employee only about $123,916 at 4% or $82,610 at 6%; with 50% employer match about $82,610 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,305 at 6%.
2019121$3,073,878$290,044$13,812iApproximate average salary by contribution assumption: employee only about $345,290 at 4% or $230,194 at 6%; with 50% employer match about $230,194 at 4% or $153,462 at 6%; with 100% employer match about $172,645 at 4% or $115,097 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-21$3,073,878$290,044$13,812iApproximate average salary by contribution assumption: employee only about $345,290 at 4% or $230,194 at 6%; with 50% employer match about $230,194 at 4% or $153,462 at 6%; with 100% employer match about $172,645 at 4% or $115,097 at 6%.
2018119$2,600,625$104,415$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-19$2,600,625$104,415$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
2017122$3,261,436$355,347$16,152iApproximate average salary by contribution assumption: employee only about $403,803 at 4% or $269,202 at 6%; with 50% employer match about $269,202 at 4% or $179,468 at 6%; with 100% employer match about $201,902 at 4% or $134,601 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-22$3,261,436$355,347$16,152iApproximate average salary by contribution assumption: employee only about $403,803 at 4% or $269,202 at 6%; with 50% employer match about $269,202 at 4% or $179,468 at 6%; with 100% employer match about $201,902 at 4% or $134,601 at 6%.
2016121$3,146,191$443,971$21,141iApproximate average salary by contribution assumption: employee only about $528,537 at 4% or $352,358 at 6%; with 50% employer match about $352,358 at 4% or $234,905 at 6%; with 100% employer match about $264,268 at 4% or $176,179 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-21$3,146,191$443,971$21,141iApproximate average salary by contribution assumption: employee only about $528,537 at 4% or $352,358 at 6%; with 50% employer match about $352,358 at 4% or $234,905 at 6%; with 100% employer match about $264,268 at 4% or $176,179 at 6%.
2015120$2,541,329$127,584$6,379iApproximate average salary by contribution assumption: employee only about $159,480 at 4% or $106,320 at 6%; with 50% employer match about $106,320 at 4% or $70,880 at 6%; with 100% employer match about $79,740 at 4% or $53,160 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-20$2,541,329$127,584$6,379iApproximate average salary by contribution assumption: employee only about $159,480 at 4% or $106,320 at 6%; with 50% employer match about $106,320 at 4% or $70,880 at 6%; with 100% employer match about $79,740 at 4% or $53,160 at 6%.
2014118$2,593,933$262,586$14,588iApproximate average salary by contribution assumption: employee only about $364,703 at 4% or $243,135 at 6%; with 50% employer match about $243,135 at 4% or $162,090 at 6%; with 100% employer match about $182,351 at 4% or $121,568 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-18$2,593,933$262,586$14,588iApproximate average salary by contribution assumption: employee only about $364,703 at 4% or $243,135 at 6%; with 50% employer match about $243,135 at 4% or $162,090 at 6%; with 100% employer match about $182,351 at 4% or $121,568 at 6%.
2013120$2,264,399$31,057$1,553iApproximate average salary by contribution assumption: employee only about $38,821 at 4% or $25,881 at 6%; with 50% employer match about $25,881 at 4% or $17,254 at 6%; with 100% employer match about $19,411 at 4% or $12,940 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-20$2,264,399$31,057$1,553iApproximate average salary by contribution assumption: employee only about $38,821 at 4% or $25,881 at 6%; with 50% employer match about $25,881 at 4% or $17,254 at 6%; with 100% employer match about $19,411 at 4% or $12,940 at 6%.
2012121$1,784,601$314,024$14,954iApproximate average salary by contribution assumption: employee only about $373,838 at 4% or $249,225 at 6%; with 50% employer match about $249,225 at 4% or $166,150 at 6%; with 100% employer match about $186,919 at 4% or $124,613 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-21$1,784,601$314,024$14,954iApproximate average salary by contribution assumption: employee only about $373,838 at 4% or $249,225 at 6%; with 50% employer match about $249,225 at 4% or $166,150 at 6%; with 100% employer match about $186,919 at 4% or $124,613 at 6%.
2011119$1,490,486$21,617$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,642 at 6%; with 100% employer match about $14,222 at 4% or $9,481 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-19$1,490,486$21,617$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,642 at 6%; with 100% employer match about $14,222 at 4% or $9,481 at 6%.
2010120$1,595,451$22,357$1,118iApproximate average salary by contribution assumption: employee only about $27,946 at 4% or $18,631 at 6%; with 50% employer match about $18,631 at 4% or $12,421 at 6%; with 100% employer match about $13,973 at 4% or $9,315 at 6%.
Berlogar Stevens & Associates Inc. 401(K) Savings Plan-20$1,595,451$22,357$1,118iApproximate average salary by contribution assumption: employee only about $27,946 at 4% or $18,631 at 6%; with 50% employer match about $18,631 at 4% or $12,421 at 6%; with 100% employer match about $13,973 at 4% or $9,315 at 6%.