James B Berry
Plan context: James B Berry 401K Profit Sharing Plan & Trust
EIN 33-0235237 • San Diego, CA • 11 filings • 4 plans
Current Snapshot
Latest Year
2013
2013 Participants
4
2013 Assets
$72,899
2013 Contributions
$320
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $320 | - |
| James B Berry 401K Profit Sharing Plan & Trust | - | 0 | $0 | $320 | - |
| 2012 | 1 | 4 | $72,899 | $6,872 | $1,718iApproximate average salary by contribution assumption: employee only about $42,950 at 4% or $28,633 at 6%; with 50% employer match about $28,633 at 4% or $19,089 at 6%; with 100% employer match about $21,475 at 4% or $14,317 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 4 | $72,899 | $6,872 | $1,718iApproximate average salary by contribution assumption: employee only about $42,950 at 4% or $28,633 at 6%; with 50% employer match about $28,633 at 4% or $19,089 at 6%; with 100% employer match about $21,475 at 4% or $14,317 at 6%. |
| 2011 | 1 | 4 | $63,053 | $8,489 | $2,122iApproximate average salary by contribution assumption: employee only about $53,056 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,581 at 6%; with 100% employer match about $26,528 at 4% or $17,685 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 4 | $63,053 | $8,489 | $2,122iApproximate average salary by contribution assumption: employee only about $53,056 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,581 at 6%; with 100% employer match about $26,528 at 4% or $17,685 at 6%. |
| 2010 | 1 | 4 | $53,370 | $5,014 | $1,254iApproximate average salary by contribution assumption: employee only about $31,338 at 4% or $20,892 at 6%; with 50% employer match about $20,892 at 4% or $13,928 at 6%; with 100% employer match about $15,669 at 4% or $10,446 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 4 | $53,370 | $5,014 | $1,254iApproximate average salary by contribution assumption: employee only about $31,338 at 4% or $20,892 at 6%; with 50% employer match about $20,892 at 4% or $13,928 at 6%; with 100% employer match about $15,669 at 4% or $10,446 at 6%. |
| 2009 | 1 | 7 | $45,161 | $372 | $53iApproximate average salary by contribution assumption: employee only about $1,329 at 4% or $886 at 6%; with 50% employer match about $886 at 4% or $590 at 6%; with 100% employer match about $664 at 4% or $443 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 7 | $45,161 | $372 | $53iApproximate average salary by contribution assumption: employee only about $1,329 at 4% or $886 at 6%; with 50% employer match about $886 at 4% or $590 at 6%; with 100% employer match about $664 at 4% or $443 at 6%. |
| 2007 | 1 | 6 | $63,633 | $3,646 | $608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 6 | $63,633 | $3,646 | $608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%. |
| 2006 | 1 | 5 | $50,324 | $2,523 | $505iApproximate average salary by contribution assumption: employee only about $12,615 at 4% or $8,410 at 6%; with 50% employer match about $8,410 at 4% or $5,607 at 6%; with 100% employer match about $6,308 at 4% or $4,205 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 5 | $50,324 | $2,523 | $505iApproximate average salary by contribution assumption: employee only about $12,615 at 4% or $8,410 at 6%; with 50% employer match about $8,410 at 4% or $5,607 at 6%; with 100% employer match about $6,308 at 4% or $4,205 at 6%. |
| 2005 | 1 | 4 | $0 | $0 | - |
| James B Berry 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2002 | 1 | 3 | $34,765 | $13,888 | $4,629iApproximate average salary by contribution assumption: employee only about $115,733 at 4% or $77,156 at 6%; with 50% employer match about $77,156 at 4% or $51,437 at 6%; with 100% employer match about $57,867 at 4% or $38,578 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 3 | $34,765 | $13,888 | $4,629iApproximate average salary by contribution assumption: employee only about $115,733 at 4% or $77,156 at 6%; with 50% employer match about $77,156 at 4% or $51,437 at 6%; with 100% employer match about $57,867 at 4% or $38,578 at 6%. |
| 2000 | 1 | 5 | $19,386 | $21,684 | $4,337iApproximate average salary by contribution assumption: employee only about $108,420 at 4% or $72,280 at 6%; with 50% employer match about $72,280 at 4% or $48,187 at 6%; with 100% employer match about $54,210 at 4% or $36,140 at 6%. |
| James B Berry 401K Profit Sharing Plan & Trust | - | 5 | $19,386 | $21,684 | $4,337iApproximate average salary by contribution assumption: employee only about $108,420 at 4% or $72,280 at 6%; with 50% employer match about $72,280 at 4% or $48,187 at 6%; with 100% employer match about $54,210 at 4% or $36,140 at 6%. |
| 1999 | 1 | 5 | $0 | $0 | - |
| James B Berry 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |