Berardi & Partners, Inc
Plan context: Berardi & Partners Inc. 401K Profit Sharing Plan
EIN 31-1016083 • Columbus, OH • 41 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$4,475,501
2024 Contributions
$1,320,611
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 | 3 | 54 | $4,475,501 | $1,320,611 | $24,456iApproximate average salary by contribution assumption: employee only about $611,394 at 4% or $407,596 at 6%; with 50% employer match about $407,596 at 4% or $271,731 at 6%; with 100% employer match about $305,697 at 4% or $203,798 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 42 | $2,627,995 | $123,724 | $2,946iApproximate average salary by contribution assumption: employee only about $73,645 at 4% or $49,097 at 6%; with 50% employer match about $49,097 at 4% or $32,731 at 6%; with 100% employer match about $36,823 at 4% or $24,548 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 54 | $1,847,506 | $694,633 | $12,864iApproximate average salary by contribution assumption: employee only about $321,589 at 4% or $214,393 at 6%; with 50% employer match about $214,393 at 4% or $142,929 at 6%; with 100% employer match about $160,795 at 4% or $107,196 at 6%. |
| BERARDI PARTNERS SOCA BENEFIT PLAN | - | 0 | $0 | $502,254 | - |
| 2023 | 3 | 42 | $3,529,743 | $1,230,836 | $29,306iApproximate average salary by contribution assumption: employee only about $732,640 at 4% or $488,427 at 6%; with 50% employer match about $488,427 at 4% or $325,618 at 6%; with 100% employer match about $366,320 at 4% or $244,213 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 42 | $2,335,599 | $136,524 | $3,251iApproximate average salary by contribution assumption: employee only about $81,264 at 4% or $54,176 at 6%; with 50% employer match about $54,176 at 4% or $36,117 at 6%; with 100% employer match about $40,632 at 4% or $27,088 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 41 | $1,169,520 | $694,633 | $16,942iApproximate average salary by contribution assumption: employee only about $423,557 at 4% or $282,371 at 6%; with 50% employer match about $282,371 at 4% or $188,247 at 6%; with 100% employer match about $211,778 at 4% or $141,186 at 6%. |
| BERARDI PARTNERS SOCA BENEFIT PLAN | - | 38 | $24,624 | $399,679 | $10,518iApproximate average salary by contribution assumption: employee only about $262,947 at 4% or $175,298 at 6%; with 50% employer match about $175,298 at 4% or $116,865 at 6%; with 100% employer match about $131,473 at 4% or $87,649 at 6%. |
| 2022 | 3 | 43 | $5,337,363 | $1,684,957 | $39,185iApproximate average salary by contribution assumption: employee only about $979,626 at 4% or $653,084 at 6%; with 50% employer match about $653,084 at 4% or $435,389 at 6%; with 100% employer match about $489,813 at 4% or $326,542 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 35 | $3,298,692 | $1,130,428 | $32,298iApproximate average salary by contribution assumption: employee only about $807,449 at 4% or $538,299 at 6%; with 50% employer match about $538,299 at 4% or $358,866 at 6%; with 100% employer match about $403,724 at 4% or $269,150 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 43 | $2,018,880 | $177,582 | $4,130iApproximate average salary by contribution assumption: employee only about $103,245 at 4% or $68,830 at 6%; with 50% employer match about $68,830 at 4% or $45,887 at 6%; with 100% employer match about $51,623 at 4% or $34,415 at 6%. |
| BERARDI PARTNERS SOCA BENEFIT PLAN | - | 29 | $19,791 | $376,947 | $12,998iApproximate average salary by contribution assumption: employee only about $324,954 at 4% or $216,636 at 6%; with 50% employer match about $216,636 at 4% or $144,424 at 6%; with 100% employer match about $162,477 at 4% or $108,318 at 6%. |
| 2021 | 3 | 44 | $4,793,970 | $464,000 | $10,545iApproximate average salary by contribution assumption: employee only about $263,636 at 4% or $175,758 at 6%; with 50% employer match about $175,758 at 4% or $117,172 at 6%; with 100% employer match about $131,818 at 4% or $87,879 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 44 | $2,773,596 | $173,658 | $3,947iApproximate average salary by contribution assumption: employee only about $98,669 at 4% or $65,780 at 6%; with 50% employer match about $65,780 at 4% or $43,853 at 6%; with 100% employer match about $49,335 at 4% or $32,890 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 35 | $2,013,611 | - | - |
| BERARDI PARTNERS SOCA BENEFIT PLAN | - | 36 | $6,763 | $290,342 | $8,065iApproximate average salary by contribution assumption: employee only about $201,626 at 4% or $134,418 at 6%; with 50% employer match about $134,418 at 4% or $89,612 at 6%; with 100% employer match about $100,813 at 4% or $67,209 at 6%. |
| 2020 | 2 | 44 | $4,335,788 | $175,175 | $3,981iApproximate average salary by contribution assumption: employee only about $99,531 at 4% or $66,354 at 6%; with 50% employer match about $66,354 at 4% or $44,236 at 6%; with 100% employer match about $49,766 at 4% or $33,177 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 44 | $2,298,311 | $175,175 | $3,981iApproximate average salary by contribution assumption: employee only about $99,531 at 4% or $66,354 at 6%; with 50% employer match about $66,354 at 4% or $44,236 at 6%; with 100% employer match about $49,766 at 4% or $33,177 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 41 | $2,037,477 | - | - |
| 2019 | 2 | 42 | $3,348,864 | $191,973 | $4,571iApproximate average salary by contribution assumption: employee only about $114,270 at 4% or $76,180 at 6%; with 50% employer match about $76,180 at 4% or $50,787 at 6%; with 100% employer match about $57,135 at 4% or $38,090 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 42 | $1,836,574 | $191,973 | $4,571iApproximate average salary by contribution assumption: employee only about $114,270 at 4% or $76,180 at 6%; with 50% employer match about $76,180 at 4% or $50,787 at 6%; with 100% employer match about $57,135 at 4% or $38,090 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 41 | $1,512,290 | - | - |
| 2018 | 2 | 43 | $2,310,414 | $177,236 | $4,122iApproximate average salary by contribution assumption: employee only about $103,044 at 4% or $68,696 at 6%; with 50% employer match about $68,696 at 4% or $45,797 at 6%; with 100% employer match about $51,522 at 4% or $34,348 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 35 | $1,344,936 | $177,236 | $5,064iApproximate average salary by contribution assumption: employee only about $126,597 at 4% or $84,398 at 6%; with 50% employer match about $84,398 at 4% or $56,265 at 6%; with 100% employer match about $63,299 at 4% or $42,199 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 43 | $965,478 | - | - |
| 2017 | 2 | 34 | $2,245,666 | $127,053 | $3,737iApproximate average salary by contribution assumption: employee only about $93,421 at 4% or $62,281 at 6%; with 50% employer match about $62,281 at 4% or $41,521 at 6%; with 100% employer match about $46,711 at 4% or $31,140 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 30 | $1,354,853 | $127,053 | $4,235iApproximate average salary by contribution assumption: employee only about $105,878 at 4% or $70,585 at 6%; with 50% employer match about $70,585 at 4% or $47,057 at 6%; with 100% employer match about $52,939 at 4% or $35,293 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 34 | $890,813 | - | - |
| 2016 | 2 | 36 | $1,833,069 | $139,602 | $3,878iApproximate average salary by contribution assumption: employee only about $96,946 at 4% or $64,631 at 6%; with 50% employer match about $64,631 at 4% or $43,087 at 6%; with 100% employer match about $48,473 at 4% or $32,315 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 29 | $1,087,349 | $139,602 | $4,814iApproximate average salary by contribution assumption: employee only about $120,347 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,116 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 36 | $745,720 | - | - |
| 2015 | 2 | 33 | $1,688,339 | $99,002 | $3,000iApproximate average salary by contribution assumption: employee only about $75,002 at 4% or $50,001 at 6%; with 50% employer match about $50,001 at 4% or $33,334 at 6%; with 100% employer match about $37,501 at 4% or $25,001 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 31 | $1,154,229 | $96,764 | $3,121iApproximate average salary by contribution assumption: employee only about $78,035 at 4% or $52,024 at 6%; with 50% employer match about $52,024 at 4% or $34,682 at 6%; with 100% employer match about $39,018 at 4% or $26,012 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 33 | $534,110 | $2,238 | $68iApproximate average salary by contribution assumption: employee only about $1,695 at 4% or $1,130 at 6%; with 50% employer match about $1,130 at 4% or $754 at 6%; with 100% employer match about $848 at 4% or $565 at 6%. |
| 2014 | 2 | 39 | $1,657,390 | $116,719 | $2,993iApproximate average salary by contribution assumption: employee only about $74,820 at 4% or $49,880 at 6%; with 50% employer match about $49,880 at 4% or $33,253 at 6%; with 100% employer match about $37,410 at 4% or $24,940 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 25 | $1,152,158 | $76,719 | $3,069iApproximate average salary by contribution assumption: employee only about $76,719 at 4% or $51,146 at 6%; with 50% employer match about $51,146 at 4% or $34,097 at 6%; with 100% employer match about $38,360 at 4% or $25,573 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 39 | $505,232 | $40,000 | $1,026iApproximate average salary by contribution assumption: employee only about $25,641 at 4% or $17,094 at 6%; with 50% employer match about $17,094 at 4% or $11,396 at 6%; with 100% employer match about $12,821 at 4% or $8,547 at 6%. |
| 2013 | 2 | 25 | $1,456,848 | $205,159 | $8,206iApproximate average salary by contribution assumption: employee only about $205,159 at 4% or $136,773 at 6%; with 50% employer match about $136,773 at 4% or $91,182 at 6%; with 100% employer match about $102,580 at 4% or $68,386 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 25 | $1,034,185 | $90,126 | $3,605iApproximate average salary by contribution assumption: employee only about $90,126 at 4% or $60,084 at 6%; with 50% employer match about $60,084 at 4% or $40,056 at 6%; with 100% employer match about $45,063 at 4% or $30,042 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 25 | $422,663 | $115,033 | $4,601iApproximate average salary by contribution assumption: employee only about $115,033 at 4% or $76,689 at 6%; with 50% employer match about $76,689 at 4% or $51,126 at 6%; with 100% employer match about $57,516 at 4% or $38,344 at 6%. |
| 2012 | 2 | 29 | $1,247,676 | $138,205 | $4,766iApproximate average salary by contribution assumption: employee only about $119,142 at 4% or $79,428 at 6%; with 50% employer match about $79,428 at 4% or $52,952 at 6%; with 100% employer match about $59,571 at 4% or $39,714 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 24 | $787,176 | $68,202 | $2,842iApproximate average salary by contribution assumption: employee only about $71,044 at 4% or $47,363 at 6%; with 50% employer match about $47,363 at 4% or $31,575 at 6%; with 100% employer match about $35,522 at 4% or $23,681 at 6%. |
| Berardi Partners Inc. Employee Stock Ownership Plan | - | 29 | $460,500 | $70,003 | $2,414iApproximate average salary by contribution assumption: employee only about $60,347 at 4% or $40,232 at 6%; with 50% employer match about $40,232 at 4% or $26,821 at 6%; with 100% employer match about $30,174 at 4% or $20,116 at 6%. |
| 2011 | 1 | 26 | $747,332 | $61,670 | $2,372iApproximate average salary by contribution assumption: employee only about $59,298 at 4% or $39,532 at 6%; with 50% employer match about $39,532 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 26 | $747,332 | $61,670 | $2,372iApproximate average salary by contribution assumption: employee only about $59,298 at 4% or $39,532 at 6%; with 50% employer match about $39,532 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%. |
| 2010 | 1 | 23 | $773,619 | $31,668 | $1,377iApproximate average salary by contribution assumption: employee only about $34,422 at 4% or $22,948 at 6%; with 50% employer match about $22,948 at 4% or $15,299 at 6%; with 100% employer match about $17,211 at 4% or $11,474 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 23 | $773,619 | $31,668 | $1,377iApproximate average salary by contribution assumption: employee only about $34,422 at 4% or $22,948 at 6%; with 50% employer match about $22,948 at 4% or $15,299 at 6%; with 100% employer match about $17,211 at 4% or $11,474 at 6%. |
| 2009 | 1 | 29 | $665,461 | $63,803 | $2,200iApproximate average salary by contribution assumption: employee only about $55,003 at 4% or $36,668 at 6%; with 50% employer match about $36,668 at 4% or $24,446 at 6%; with 100% employer match about $27,501 at 4% or $18,334 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 29 | $665,461 | $63,803 | $2,200iApproximate average salary by contribution assumption: employee only about $55,003 at 4% or $36,668 at 6%; with 50% employer match about $36,668 at 4% or $24,446 at 6%; with 100% employer match about $27,501 at 4% or $18,334 at 6%. |
| 2008 | 1 | 29 | $445,098 | $81,626 | $2,815iApproximate average salary by contribution assumption: employee only about $70,367 at 4% or $46,911 at 6%; with 50% employer match about $46,911 at 4% or $31,274 at 6%; with 100% employer match about $35,184 at 4% or $23,456 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 29 | $445,098 | $81,626 | $2,815iApproximate average salary by contribution assumption: employee only about $70,367 at 4% or $46,911 at 6%; with 50% employer match about $46,911 at 4% or $31,274 at 6%; with 100% employer match about $35,184 at 4% or $23,456 at 6%. |
| 2007 | 1 | 24 | $0 | $0 | - |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 24 | - | - | - |
| 2006 | 1 | 22 | $653,241 | $84,203 | $3,827iApproximate average salary by contribution assumption: employee only about $95,685 at 4% or $63,790 at 6%; with 50% employer match about $63,790 at 4% or $42,527 at 6%; with 100% employer match about $47,843 at 4% or $31,895 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 22 | $653,241 | $84,203 | $3,827iApproximate average salary by contribution assumption: employee only about $95,685 at 4% or $63,790 at 6%; with 50% employer match about $63,790 at 4% or $42,527 at 6%; with 100% employer match about $47,843 at 4% or $31,895 at 6%. |
| 2005 | 1 | 18 | $529,250 | $61,439 | $3,413iApproximate average salary by contribution assumption: employee only about $85,332 at 4% or $56,888 at 6%; with 50% employer match about $56,888 at 4% or $37,925 at 6%; with 100% employer match about $42,666 at 4% or $28,444 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 18 | $529,250 | $61,439 | $3,413iApproximate average salary by contribution assumption: employee only about $85,332 at 4% or $56,888 at 6%; with 50% employer match about $56,888 at 4% or $37,925 at 6%; with 100% employer match about $42,666 at 4% or $28,444 at 6%. |
| 2004 | 1 | 21 | $422,962 | $52,460 | $2,498iApproximate average salary by contribution assumption: employee only about $62,452 at 4% or $41,635 at 6%; with 50% employer match about $41,635 at 4% or $27,757 at 6%; with 100% employer match about $31,226 at 4% or $20,817 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 21 | $422,962 | $52,460 | $2,498iApproximate average salary by contribution assumption: employee only about $62,452 at 4% or $41,635 at 6%; with 50% employer match about $41,635 at 4% or $27,757 at 6%; with 100% employer match about $31,226 at 4% or $20,817 at 6%. |
| 2003 | 1 | 18 | $340,540 | $46,999 | $2,611iApproximate average salary by contribution assumption: employee only about $65,276 at 4% or $43,518 at 6%; with 50% employer match about $43,518 at 4% or $29,012 at 6%; with 100% employer match about $32,638 at 4% or $21,759 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 18 | $340,540 | $46,999 | $2,611iApproximate average salary by contribution assumption: employee only about $65,276 at 4% or $43,518 at 6%; with 50% employer match about $43,518 at 4% or $29,012 at 6%; with 100% employer match about $32,638 at 4% or $21,759 at 6%. |
| 2002 | 1 | 18 | $240,545 | $61,483 | $3,416iApproximate average salary by contribution assumption: employee only about $85,393 at 4% or $56,929 at 6%; with 50% employer match about $56,929 at 4% or $37,952 at 6%; with 100% employer match about $42,697 at 4% or $28,464 at 6%. |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 18 | $240,545 | $61,483 | $3,416iApproximate average salary by contribution assumption: employee only about $85,393 at 4% or $56,929 at 6%; with 50% employer match about $56,929 at 4% or $37,952 at 6%; with 100% employer match about $42,697 at 4% or $28,464 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Berardi & Partners Inc. 401K Profit Sharing Plan | - | 18 | - | - | - |