Civic Intelligence

Berno Financial Management Inc.

Plan context: Berno Financial Management 401K Profit Sharing Plan

EIN 31-1380728 • 20 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$3,928,162

2021 Contributions

$170,643

Historical Graphs

Total Assets Over Time

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

$3,928,162$1,964,081$0200220112020YearValue
$3,928,162Latest year 2020

Participants Over Time

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

530200220112020YearValue
5Latest year 2020

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
202110$0$0-
Berno Financial Management 401K Profit Sharing Plan-0---
202015$3,928,162$170,643$34,129iApproximate average salary by contribution assumption: employee only about $853,215 at 4% or $568,810 at 6%; with 50% employer match about $568,810 at 4% or $379,207 at 6%; with 100% employer match about $426,608 at 4% or $284,405 at 6%.
Berno Financial Management 401K Profit Sharing Plan-5$3,928,162$170,643$34,129iApproximate average salary by contribution assumption: employee only about $853,215 at 4% or $568,810 at 6%; with 50% employer match about $568,810 at 4% or $379,207 at 6%; with 100% employer match about $426,608 at 4% or $284,405 at 6%.
201915$3,356,621$158,909$31,782iApproximate average salary by contribution assumption: employee only about $794,545 at 4% or $529,697 at 6%; with 50% employer match about $529,697 at 4% or $353,131 at 6%; with 100% employer match about $397,273 at 4% or $264,848 at 6%.
Berno Financial Management 401K Profit Sharing Plan-5$3,356,621$158,909$31,782iApproximate average salary by contribution assumption: employee only about $794,545 at 4% or $529,697 at 6%; with 50% employer match about $529,697 at 4% or $353,131 at 6%; with 100% employer match about $397,273 at 4% or $264,848 at 6%.
201815$2,551,711$155,426$31,085iApproximate average salary by contribution assumption: employee only about $777,130 at 4% or $518,087 at 6%; with 50% employer match about $518,087 at 4% or $345,391 at 6%; with 100% employer match about $388,565 at 4% or $259,043 at 6%.
Berno Financial Management 401K Profit Sharing Plan-5$2,551,711$155,426$31,085iApproximate average salary by contribution assumption: employee only about $777,130 at 4% or $518,087 at 6%; with 50% employer match about $518,087 at 4% or $345,391 at 6%; with 100% employer match about $388,565 at 4% or $259,043 at 6%.
201715$2,689,063$145,871$29,174iApproximate average salary by contribution assumption: employee only about $729,355 at 4% or $486,237 at 6%; with 50% employer match about $486,237 at 4% or $324,158 at 6%; with 100% employer match about $364,678 at 4% or $243,118 at 6%.
Berno Financial Management 401K Profit Sharing Plan-5$2,689,063$145,871$29,174iApproximate average salary by contribution assumption: employee only about $729,355 at 4% or $486,237 at 6%; with 50% employer match about $486,237 at 4% or $324,158 at 6%; with 100% employer match about $364,678 at 4% or $243,118 at 6%.
201615$1,963,838$135,725$27,145iApproximate average salary by contribution assumption: employee only about $678,625 at 4% or $452,417 at 6%; with 50% employer match about $452,417 at 4% or $301,611 at 6%; with 100% employer match about $339,313 at 4% or $226,208 at 6%.
Berno Financial Management 401K Profit Sharing Plan-5$1,963,838$135,725$27,145iApproximate average salary by contribution assumption: employee only about $678,625 at 4% or $452,417 at 6%; with 50% employer match about $452,417 at 4% or $301,611 at 6%; with 100% employer match about $339,313 at 4% or $226,208 at 6%.
201514$1,671,105$125,902$31,476iApproximate average salary by contribution assumption: employee only about $786,888 at 4% or $524,592 at 6%; with 50% employer match about $524,592 at 4% or $349,728 at 6%; with 100% employer match about $393,444 at 4% or $262,296 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$1,671,105$125,902$31,476iApproximate average salary by contribution assumption: employee only about $786,888 at 4% or $524,592 at 6%; with 50% employer match about $524,592 at 4% or $349,728 at 6%; with 100% employer match about $393,444 at 4% or $262,296 at 6%.
201414$1,610,869$121,961$30,490iApproximate average salary by contribution assumption: employee only about $762,256 at 4% or $508,171 at 6%; with 50% employer match about $508,171 at 4% or $338,781 at 6%; with 100% employer match about $381,128 at 4% or $254,085 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$1,610,869$121,961$30,490iApproximate average salary by contribution assumption: employee only about $762,256 at 4% or $508,171 at 6%; with 50% employer match about $508,171 at 4% or $338,781 at 6%; with 100% employer match about $381,128 at 4% or $254,085 at 6%.
201314$1,411,535$118,253$29,563iApproximate average salary by contribution assumption: employee only about $739,081 at 4% or $492,721 at 6%; with 50% employer match about $492,721 at 4% or $328,481 at 6%; with 100% employer match about $369,541 at 4% or $246,360 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$1,411,535$118,253$29,563iApproximate average salary by contribution assumption: employee only about $739,081 at 4% or $492,721 at 6%; with 50% employer match about $492,721 at 4% or $328,481 at 6%; with 100% employer match about $369,541 at 4% or $246,360 at 6%.
201214$1,072,708$109,735$27,434iApproximate average salary by contribution assumption: employee only about $685,844 at 4% or $457,229 at 6%; with 50% employer match about $457,229 at 4% or $304,819 at 6%; with 100% employer match about $342,922 at 4% or $228,615 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$1,072,708$109,735$27,434iApproximate average salary by contribution assumption: employee only about $685,844 at 4% or $457,229 at 6%; with 50% employer match about $457,229 at 4% or $304,819 at 6%; with 100% employer match about $342,922 at 4% or $228,615 at 6%.
201113$892,324$97,121$32,374iApproximate average salary by contribution assumption: employee only about $809,342 at 4% or $539,561 at 6%; with 50% employer match about $539,561 at 4% or $359,707 at 6%; with 100% employer match about $404,671 at 4% or $269,781 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$892,324$97,121$32,374iApproximate average salary by contribution assumption: employee only about $809,342 at 4% or $539,561 at 6%; with 50% employer match about $539,561 at 4% or $359,707 at 6%; with 100% employer match about $404,671 at 4% or $269,781 at 6%.
201014$899,631$92,517$23,129iApproximate average salary by contribution assumption: employee only about $578,231 at 4% or $385,488 at 6%; with 50% employer match about $385,488 at 4% or $256,992 at 6%; with 100% employer match about $289,116 at 4% or $192,744 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$899,631$92,517$23,129iApproximate average salary by contribution assumption: employee only about $578,231 at 4% or $385,488 at 6%; with 50% employer match about $385,488 at 4% or $256,992 at 6%; with 100% employer match about $289,116 at 4% or $192,744 at 6%.
200914$693,623$83,602$20,901iApproximate average salary by contribution assumption: employee only about $522,513 at 4% or $348,342 at 6%; with 50% employer match about $348,342 at 4% or $232,228 at 6%; with 100% employer match about $261,256 at 4% or $174,171 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$693,623$83,602$20,901iApproximate average salary by contribution assumption: employee only about $522,513 at 4% or $348,342 at 6%; with 50% employer match about $348,342 at 4% or $232,228 at 6%; with 100% employer match about $261,256 at 4% or $174,171 at 6%.
200814$422,441$71,900$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$422,441$71,900$17,975iApproximate average salary by contribution assumption: employee only about $449,375 at 4% or $299,583 at 6%; with 50% employer match about $299,583 at 4% or $199,722 at 6%; with 100% employer match about $224,688 at 4% or $149,792 at 6%.
200713$666,495$64,377$21,459iApproximate average salary by contribution assumption: employee only about $536,475 at 4% or $357,650 at 6%; with 50% employer match about $357,650 at 4% or $238,433 at 6%; with 100% employer match about $268,238 at 4% or $178,825 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$666,495$64,377$21,459iApproximate average salary by contribution assumption: employee only about $536,475 at 4% or $357,650 at 6%; with 50% employer match about $357,650 at 4% or $238,433 at 6%; with 100% employer match about $268,238 at 4% or $178,825 at 6%.
200613$568,062$56,428$18,809iApproximate average salary by contribution assumption: employee only about $470,233 at 4% or $313,489 at 6%; with 50% employer match about $313,489 at 4% or $208,993 at 6%; with 100% employer match about $235,117 at 4% or $156,744 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$568,062$56,428$18,809iApproximate average salary by contribution assumption: employee only about $470,233 at 4% or $313,489 at 6%; with 50% employer match about $313,489 at 4% or $208,993 at 6%; with 100% employer match about $235,117 at 4% or $156,744 at 6%.
200514$500,627$81,923$20,481iApproximate average salary by contribution assumption: employee only about $512,019 at 4% or $341,346 at 6%; with 50% employer match about $341,346 at 4% or $227,564 at 6%; with 100% employer match about $256,009 at 4% or $170,673 at 6%.
Berno Financial Management 401K Profit Sharing Plan-4$500,627$81,923$20,481iApproximate average salary by contribution assumption: employee only about $512,019 at 4% or $341,346 at 6%; with 50% employer match about $341,346 at 4% or $227,564 at 6%; with 100% employer match about $256,009 at 4% or $170,673 at 6%.
200413$372,518$67,491$22,497iApproximate average salary by contribution assumption: employee only about $562,425 at 4% or $374,950 at 6%; with 50% employer match about $374,950 at 4% or $249,967 at 6%; with 100% employer match about $281,213 at 4% or $187,475 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$372,518$67,491$22,497iApproximate average salary by contribution assumption: employee only about $562,425 at 4% or $374,950 at 6%; with 50% employer match about $374,950 at 4% or $249,967 at 6%; with 100% employer match about $281,213 at 4% or $187,475 at 6%.
200313$257,199$63,965$21,322iApproximate average salary by contribution assumption: employee only about $533,042 at 4% or $355,361 at 6%; with 50% employer match about $355,361 at 4% or $236,907 at 6%; with 100% employer match about $266,521 at 4% or $177,681 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$257,199$63,965$21,322iApproximate average salary by contribution assumption: employee only about $533,042 at 4% or $355,361 at 6%; with 50% employer match about $355,361 at 4% or $236,907 at 6%; with 100% employer match about $266,521 at 4% or $177,681 at 6%.
200213$138,804$61,393$20,464iApproximate average salary by contribution assumption: employee only about $511,608 at 4% or $341,072 at 6%; with 50% employer match about $341,072 at 4% or $227,381 at 6%; with 100% employer match about $255,804 at 4% or $170,536 at 6%.
Berno Financial Management 401K Profit Sharing Plan-3$138,804$61,393$20,464iApproximate average salary by contribution assumption: employee only about $511,608 at 4% or $341,072 at 6%; with 50% employer match about $341,072 at 4% or $227,381 at 6%; with 100% employer match about $255,804 at 4% or $170,536 at 6%.