Civic Intelligence

THE BERWYN GROUP

Plan context: THE BERWYN GROUP 401(K) PLAN

EIN 34-1672337 • Independence, OH • 19 filings • 5 plans

2 Summit Park Dr.Suite 610Independence, OH 44131
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$521,825

2023 Contributions

$117,801

Historical Graphs

Total Assets Over Time

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

$910,921$455,461$0199920092022YearValue
$521,825Latest year 2022

Participants Over Time

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

1160199920072022YearValue
11Latest year 2022

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
202310$0$117,801-
THE BERWYN GROUP 401(K) PLAN-0$0$117,801-
2022111$521,825$146,695$13,336iApproximate average salary by contribution assumption: employee only about $333,398 at 4% or $222,265 at 6%; with 50% employer match about $222,265 at 4% or $148,177 at 6%; with 100% employer match about $166,699 at 4% or $111,133 at 6%.
THE BERWYN GROUP 401(K) PLAN-11$521,825$146,695$13,336iApproximate average salary by contribution assumption: employee only about $333,398 at 4% or $222,265 at 6%; with 50% employer match about $222,265 at 4% or $148,177 at 6%; with 100% employer match about $166,699 at 4% or $111,133 at 6%.
2021111$511,032$138,816$12,620iApproximate average salary by contribution assumption: employee only about $315,491 at 4% or $210,327 at 6%; with 50% employer match about $210,327 at 4% or $140,218 at 6%; with 100% employer match about $157,745 at 4% or $105,164 at 6%.
THE BERWYN GROUP 401(K) PLAN-11$511,032$138,816$12,620iApproximate average salary by contribution assumption: employee only about $315,491 at 4% or $210,327 at 6%; with 50% employer match about $210,327 at 4% or $140,218 at 6%; with 100% employer match about $157,745 at 4% or $105,164 at 6%.
2020110$317,353$145,342$14,534iApproximate average salary by contribution assumption: employee only about $363,355 at 4% or $242,237 at 6%; with 50% employer match about $242,237 at 4% or $161,491 at 6%; with 100% employer match about $181,678 at 4% or $121,118 at 6%.
THE BERWYN GROUP 401(K) PLAN-10$317,353$145,342$14,534iApproximate average salary by contribution assumption: employee only about $363,355 at 4% or $242,237 at 6%; with 50% employer match about $242,237 at 4% or $161,491 at 6%; with 100% employer match about $181,678 at 4% or $121,118 at 6%.
201919$127,042$117,867$13,096iApproximate average salary by contribution assumption: employee only about $327,408 at 4% or $218,272 at 6%; with 50% employer match about $218,272 at 4% or $145,515 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
THE BERWYN GROUP 401(K) PLAN-9$127,042$117,867$13,096iApproximate average salary by contribution assumption: employee only about $327,408 at 4% or $218,272 at 6%; with 50% employer match about $218,272 at 4% or $145,515 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
201210$0$0-
The Berwyn Group Inc Profit Sharing Plan-0$0--
201118$614,735$0-
The Berwyn Group Inc Profit Sharing Plan-8$614,735--
201018$910,921$46,087$5,761iApproximate average salary by contribution assumption: employee only about $144,022 at 4% or $96,015 at 6%; with 50% employer match about $96,015 at 4% or $64,010 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
The Berwyn Group Inc Profit Sharing Plan-8$910,921$46,087$5,761iApproximate average salary by contribution assumption: employee only about $144,022 at 4% or $96,015 at 6%; with 50% employer match about $96,015 at 4% or $64,010 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
200918$704,087$51,492$6,437iApproximate average salary by contribution assumption: employee only about $160,913 at 4% or $107,275 at 6%; with 50% employer match about $107,275 at 4% or $71,517 at 6%; with 100% employer match about $80,456 at 4% or $53,638 at 6%.
The Berwyn Group Inc Profit Sharing Plan-8$704,087$51,492$6,437iApproximate average salary by contribution assumption: employee only about $160,913 at 4% or $107,275 at 6%; with 50% employer match about $107,275 at 4% or $71,517 at 6%; with 100% employer match about $80,456 at 4% or $53,638 at 6%.
200816$0$0-
The Berwyn Group Inc Profit Sharing Plan-6---
200715$0$0-
The Berwyn Group Inc Profit Sharing Plan-5---
200615$682,579$44,279$8,856iApproximate average salary by contribution assumption: employee only about $221,395 at 4% or $147,597 at 6%; with 50% employer match about $147,597 at 4% or $98,398 at 6%; with 100% employer match about $110,697 at 4% or $73,798 at 6%.
The Berwyn Group Inc Profit Sharing Plan-5$682,579$44,279$8,856iApproximate average salary by contribution assumption: employee only about $221,395 at 4% or $147,597 at 6%; with 50% employer match about $147,597 at 4% or $98,398 at 6%; with 100% employer match about $110,697 at 4% or $73,798 at 6%.
200514$589,905$61,120$15,280iApproximate average salary by contribution assumption: employee only about $382,000 at 4% or $254,667 at 6%; with 50% employer match about $254,667 at 4% or $169,778 at 6%; with 100% employer match about $191,000 at 4% or $127,333 at 6%.
The Berwyn Group Inc Profit Sharing Plan-4$589,905$61,120$15,280iApproximate average salary by contribution assumption: employee only about $382,000 at 4% or $254,667 at 6%; with 50% employer match about $254,667 at 4% or $169,778 at 6%; with 100% employer match about $191,000 at 4% or $127,333 at 6%.
200414$511,161$59,854$14,964iApproximate average salary by contribution assumption: employee only about $374,088 at 4% or $249,392 at 6%; with 50% employer match about $249,392 at 4% or $166,261 at 6%; with 100% employer match about $187,044 at 4% or $124,696 at 6%.
The Berwyn Group Inc Profit Sharing Plan-4$511,161$59,854$14,964iApproximate average salary by contribution assumption: employee only about $374,088 at 4% or $249,392 at 6%; with 50% employer match about $249,392 at 4% or $166,261 at 6%; with 100% employer match about $187,044 at 4% or $124,696 at 6%.
200313$436,542$20,187$6,729iApproximate average salary by contribution assumption: employee only about $168,225 at 4% or $112,150 at 6%; with 50% employer match about $112,150 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
The Berwyn Group Inc Profit Sharing Plan-3$436,542$20,187$6,729iApproximate average salary by contribution assumption: employee only about $168,225 at 4% or $112,150 at 6%; with 50% employer match about $112,150 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
200213$339,584$22,537$7,512iApproximate average salary by contribution assumption: employee only about $187,808 at 4% or $125,206 at 6%; with 50% employer match about $125,206 at 4% or $83,470 at 6%; with 100% employer match about $93,904 at 4% or $62,603 at 6%.
The Berwyn Group Inc Profit Sharing Plan-3$339,584$22,537$7,512iApproximate average salary by contribution assumption: employee only about $187,808 at 4% or $125,206 at 6%; with 50% employer match about $125,206 at 4% or $83,470 at 6%; with 100% employer match about $93,904 at 4% or $62,603 at 6%.
200113$0$0-
The Berwyn Group Inc Profit Sharing Plan-3---
200013$418,416$14,281$4,760iApproximate average salary by contribution assumption: employee only about $119,008 at 4% or $79,339 at 6%; with 50% employer match about $79,339 at 4% or $52,893 at 6%; with 100% employer match about $59,504 at 4% or $39,669 at 6%.
The Berwyn Group Inc Profit Sharing Plan-3$418,416$14,281$4,760iApproximate average salary by contribution assumption: employee only about $119,008 at 4% or $79,339 at 6%; with 50% employer match about $79,339 at 4% or $52,893 at 6%; with 100% employer match about $59,504 at 4% or $39,669 at 6%.
199915$606,232$15,956$3,191iApproximate average salary by contribution assumption: employee only about $79,780 at 4% or $53,187 at 6%; with 50% employer match about $53,187 at 4% or $35,458 at 6%; with 100% employer match about $39,890 at 4% or $26,593 at 6%.
The Berwyn Group Inc Profit Sharing Plan-5$606,232$15,956$3,191iApproximate average salary by contribution assumption: employee only about $79,780 at 4% or $53,187 at 6%; with 50% employer match about $53,187 at 4% or $35,458 at 6%; with 100% employer match about $39,890 at 4% or $26,593 at 6%.
THE BERWYN GROUP | EIN 34-1672337 | 2023 Form 5500 Company Profile