Bearnson & Caldwell LLC
Plan context: Bearnson & Caldwell 401(K) Plan
EIN 27-4724205 • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$527,278
2017 Contributions
$45,679
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 3 | $527,278 | $45,679 | $15,226iApproximate average salary by contribution assumption: employee only about $380,658 at 4% or $253,772 at 6%; with 50% employer match about $253,772 at 4% or $169,181 at 6%; with 100% employer match about $190,329 at 4% or $126,886 at 6%. |
| Bearnson & Caldwell 401(K) Plan | - | 3 | $527,278 | $45,679 | $15,226iApproximate average salary by contribution assumption: employee only about $380,658 at 4% or $253,772 at 6%; with 50% employer match about $253,772 at 4% or $169,181 at 6%; with 100% employer match about $190,329 at 4% or $126,886 at 6%. |
| 2016 | 1 | 3 | $408,759 | $53,018 | $17,673iApproximate average salary by contribution assumption: employee only about $441,817 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,363 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%. |
| Bearnson & Caldwell 401(K) Plan | - | 3 | $408,759 | $53,018 | $17,673iApproximate average salary by contribution assumption: employee only about $441,817 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,363 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%. |
| 2015 | 1 | 8 | $330,957 | $49,868 | $6,234iApproximate average salary by contribution assumption: employee only about $155,838 at 4% or $103,892 at 6%; with 50% employer match about $103,892 at 4% or $69,261 at 6%; with 100% employer match about $77,919 at 4% or $51,946 at 6%. |
| Bearnson & Caldwell 401(K) Plan | - | 8 | $330,957 | $49,868 | $6,234iApproximate average salary by contribution assumption: employee only about $155,838 at 4% or $103,892 at 6%; with 50% employer match about $103,892 at 4% or $69,261 at 6%; with 100% employer match about $77,919 at 4% or $51,946 at 6%. |
| 2014 | 1 | 7 | $281,089 | $55,345 | $7,906iApproximate average salary by contribution assumption: employee only about $197,661 at 4% or $131,774 at 6%; with 50% employer match about $131,774 at 4% or $87,849 at 6%; with 100% employer match about $98,830 at 4% or $65,887 at 6%. |
| Bearnson & Caldwell 401(K) Plan | - | 7 | $281,089 | $55,345 | $7,906iApproximate average salary by contribution assumption: employee only about $197,661 at 4% or $131,774 at 6%; with 50% employer match about $131,774 at 4% or $87,849 at 6%; with 100% employer match about $98,830 at 4% or $65,887 at 6%. |
| 2013 | 1 | 7 | $210,071 | $48,824 | $6,975iApproximate average salary by contribution assumption: employee only about $174,371 at 4% or $116,248 at 6%; with 50% employer match about $116,248 at 4% or $77,498 at 6%; with 100% employer match about $87,186 at 4% or $58,124 at 6%. |
| Bearnson & Caldwell 401(K) Plan | - | 7 | $210,071 | $48,824 | $6,975iApproximate average salary by contribution assumption: employee only about $174,371 at 4% or $116,248 at 6%; with 50% employer match about $116,248 at 4% or $77,498 at 6%; with 100% employer match about $87,186 at 4% or $58,124 at 6%. |