Civic Intelligence

Berger, Apple & Associates

Plan context: Berger, Apple & Associates 401K Plan

EIN 34-1054057 • Beachwood, OH • 4 filings • 2 plans

23500 Mercantile RoadSuite ABeachwood, OH 44122
Current Snapshot

Latest Year

2010

2010 Participants

6

2010 Assets

$95,939

2010 Contributions

$29,423

Historical Graphs

Total Assets Over Time

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

$95,939$47,970$0200720082009YearValue
$95,939Latest year 2009

Participants Over Time

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

950200720082009YearValue
6Latest year 2009

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
201010$0$0-
Berger, Apple & Associates 401K Plan-0$0--
200916$95,939$29,423$4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%.
Berger, Apple & Associates 401K Plan-6$95,939$29,423$4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%.
200817$46,073$36,270$5,181iApproximate average salary by contribution assumption: employee only about $129,536 at 4% or $86,357 at 6%; with 50% employer match about $86,357 at 4% or $57,571 at 6%; with 100% employer match about $64,768 at 4% or $43,179 at 6%.
Berger, Apple & Associates 401K Plan-7$46,073$36,270$5,181iApproximate average salary by contribution assumption: employee only about $129,536 at 4% or $86,357 at 6%; with 50% employer match about $86,357 at 4% or $57,571 at 6%; with 100% employer match about $64,768 at 4% or $43,179 at 6%.
200719$31,080$31,781$3,531iApproximate average salary by contribution assumption: employee only about $88,281 at 4% or $58,854 at 6%; with 50% employer match about $58,854 at 4% or $39,236 at 6%; with 100% employer match about $44,140 at 4% or $29,427 at 6%.
Berger, Apple & Associates 401K Plan-9$31,080$31,781$3,531iApproximate average salary by contribution assumption: employee only about $88,281 at 4% or $58,854 at 6%; with 50% employer match about $58,854 at 4% or $39,236 at 6%; with 100% employer match about $44,140 at 4% or $29,427 at 6%.