Civic Intelligence

Bernheim & Rice Inc.

Plan context: Bernheim & Rice Inc. Profit Sharing Plan

EIN 33-0266098 • Vista, CA • 18 filings • 1 plans

170 Eucalyptus AvenueVista, CA 92084
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,284,873

2016 Contributions

$19,500

Historical Graphs

Total Assets Over Time

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

$1,342,963$671,482$0199920082015YearValue
$1,284,873Latest year 2015

Participants Over Time

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

320199920072015YearValue
3Latest year 2015

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
201610$0$0-
Bernheim & Rice Inc. Profit Sharing Plan-0$0$0-
201513$1,284,873$0-
Bernheim & Rice Inc. Profit Sharing Plan-3$1,284,873$0-
201413$1,342,963$0-
Bernheim & Rice Inc. Profit Sharing Plan-3$1,342,963$0-
201313$1,272,552$0-
Bernheim & Rice Inc. Profit Sharing Plan-3$1,272,552$0-
201213$1,124,902$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$1,124,902$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201113$1,035,571$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$1,035,571$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201013$1,021,011$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$1,021,011$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200913$940,955$19,875$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$940,955$19,875$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
200813$826,927$20,250$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$826,927$20,250$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
200713$0$0-
Bernheim & Rice Inc. Profit Sharing Plan-3---
200613$832,222$22,063$7,354iApproximate average salary by contribution assumption: employee only about $183,858 at 4% or $122,572 at 6%; with 50% employer match about $122,572 at 4% or $81,715 at 6%; with 100% employer match about $91,929 at 4% or $61,286 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$832,222$22,063$7,354iApproximate average salary by contribution assumption: employee only about $183,858 at 4% or $122,572 at 6%; with 50% employer match about $122,572 at 4% or $81,715 at 6%; with 100% employer match about $91,929 at 4% or $61,286 at 6%.
200513$719,226$28,863$9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$719,226$28,863$9,621iApproximate average salary by contribution assumption: employee only about $240,525 at 4% or $160,350 at 6%; with 50% employer match about $160,350 at 4% or $106,900 at 6%; with 100% employer match about $120,263 at 4% or $80,175 at 6%.
200413$640,405$33,814$11,271iApproximate average salary by contribution assumption: employee only about $281,783 at 4% or $187,856 at 6%; with 50% employer match about $187,856 at 4% or $125,237 at 6%; with 100% employer match about $140,892 at 4% or $93,928 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$640,405$33,814$11,271iApproximate average salary by contribution assumption: employee only about $281,783 at 4% or $187,856 at 6%; with 50% employer match about $187,856 at 4% or $125,237 at 6%; with 100% employer match about $140,892 at 4% or $93,928 at 6%.
200313$515,498$22,113$7,371iApproximate average salary by contribution assumption: employee only about $184,275 at 4% or $122,850 at 6%; with 50% employer match about $122,850 at 4% or $81,900 at 6%; with 100% employer match about $92,138 at 4% or $61,425 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$515,498$22,113$7,371iApproximate average salary by contribution assumption: employee only about $184,275 at 4% or $122,850 at 6%; with 50% employer match about $122,850 at 4% or $81,900 at 6%; with 100% employer match about $92,138 at 4% or $61,425 at 6%.
200213$441,893$22,115$7,372iApproximate average salary by contribution assumption: employee only about $184,292 at 4% or $122,861 at 6%; with 50% employer match about $122,861 at 4% or $81,907 at 6%; with 100% employer match about $92,146 at 4% or $61,431 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-3$441,893$22,115$7,372iApproximate average salary by contribution assumption: employee only about $184,292 at 4% or $122,861 at 6%; with 50% employer match about $122,861 at 4% or $81,907 at 6%; with 100% employer match about $92,146 at 4% or $61,431 at 6%.
200112$0$0-
Bernheim & Rice Inc. Profit Sharing Plan-2---
200012$505,809$19,200$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-2$505,809$19,200$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
199912$452,333$19,200$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
Bernheim & Rice Inc. Profit Sharing Plan-2$452,333$19,200$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.