Civic Intelligence

First Berne Financial Corp

Plan context: First Berne Employee Stock Ownership and 401( K) Plan

EIN 35-1625680 • 19 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

111

2024 Assets

$31,574,397

2024 Contributions

$1,050,027

Historical Graphs

Total Assets Over Time

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

$31,574,397$15,787,199$0200620162024YearValue
$31,574,397Latest year 2024

Participants Over Time

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

131660200620152024YearValue
111Latest year 2024

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
20241111$31,574,397$1,050,027$9,460iApproximate average salary by contribution assumption: employee only about $236,493 at 4% or $157,662 at 6%; with 50% employer match about $157,662 at 4% or $105,108 at 6%; with 100% employer match about $118,246 at 4% or $78,831 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-111$31,574,397$1,050,027$9,460iApproximate average salary by contribution assumption: employee only about $236,493 at 4% or $157,662 at 6%; with 50% employer match about $157,662 at 4% or $105,108 at 6%; with 100% employer match about $118,246 at 4% or $78,831 at 6%.
20231112$27,447,059$1,065,827$9,516iApproximate average salary by contribution assumption: employee only about $237,908 at 4% or $158,605 at 6%; with 50% employer match about $158,605 at 4% or $105,737 at 6%; with 100% employer match about $118,954 at 4% or $79,303 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-112$27,447,059$1,065,827$9,516iApproximate average salary by contribution assumption: employee only about $237,908 at 4% or $158,605 at 6%; with 50% employer match about $158,605 at 4% or $105,737 at 6%; with 100% employer match about $118,954 at 4% or $79,303 at 6%.
20221118$26,685,214$1,022,152$8,662iApproximate average salary by contribution assumption: employee only about $216,558 at 4% or $144,372 at 6%; with 50% employer match about $144,372 at 4% or $96,248 at 6%; with 100% employer match about $108,279 at 4% or $72,186 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-118$26,685,214$1,022,152$8,662iApproximate average salary by contribution assumption: employee only about $216,558 at 4% or $144,372 at 6%; with 50% employer match about $144,372 at 4% or $96,248 at 6%; with 100% employer match about $108,279 at 4% or $72,186 at 6%.
20211114$29,078,984$869,211$7,625iApproximate average salary by contribution assumption: employee only about $190,616 at 4% or $127,078 at 6%; with 50% employer match about $127,078 at 4% or $84,718 at 6%; with 100% employer match about $95,308 at 4% or $63,539 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-114$29,078,984$869,211$7,625iApproximate average salary by contribution assumption: employee only about $190,616 at 4% or $127,078 at 6%; with 50% employer match about $127,078 at 4% or $84,718 at 6%; with 100% employer match about $95,308 at 4% or $63,539 at 6%.
20201117$25,613,232$1,570,234$13,421iApproximate average salary by contribution assumption: employee only about $335,520 at 4% or $223,680 at 6%; with 50% employer match about $223,680 at 4% or $149,120 at 6%; with 100% employer match about $167,760 at 4% or $111,840 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-117$25,613,232$1,570,234$13,421iApproximate average salary by contribution assumption: employee only about $335,520 at 4% or $223,680 at 6%; with 50% employer match about $223,680 at 4% or $149,120 at 6%; with 100% employer match about $167,760 at 4% or $111,840 at 6%.
20191117$20,677,874$747,586$6,390iApproximate average salary by contribution assumption: employee only about $159,741 at 4% or $106,494 at 6%; with 50% employer match about $106,494 at 4% or $70,996 at 6%; with 100% employer match about $79,870 at 4% or $53,247 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-117$20,677,874$747,586$6,390iApproximate average salary by contribution assumption: employee only about $159,741 at 4% or $106,494 at 6%; with 50% employer match about $106,494 at 4% or $70,996 at 6%; with 100% employer match about $79,870 at 4% or $53,247 at 6%.
20181121$17,816,717$813,624$6,724iApproximate average salary by contribution assumption: employee only about $168,104 at 4% or $112,069 at 6%; with 50% employer match about $112,069 at 4% or $74,713 at 6%; with 100% employer match about $84,052 at 4% or $56,035 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-121$17,816,717$813,624$6,724iApproximate average salary by contribution assumption: employee only about $168,104 at 4% or $112,069 at 6%; with 50% employer match about $112,069 at 4% or $74,713 at 6%; with 100% employer match about $84,052 at 4% or $56,035 at 6%.
20171131$18,201,712$905,891$6,915iApproximate average salary by contribution assumption: employee only about $172,880 at 4% or $115,253 at 6%; with 50% employer match about $115,253 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-131$18,201,712$905,891$6,915iApproximate average salary by contribution assumption: employee only about $172,880 at 4% or $115,253 at 6%; with 50% employer match about $115,253 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
20161121$12,331,753$776,464$6,417iApproximate average salary by contribution assumption: employee only about $160,426 at 4% or $106,951 at 6%; with 50% employer match about $106,951 at 4% or $71,301 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-121$12,331,753$776,464$6,417iApproximate average salary by contribution assumption: employee only about $160,426 at 4% or $106,951 at 6%; with 50% employer match about $106,951 at 4% or $71,301 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%.
20151121$11,771,283$780,578$6,451iApproximate average salary by contribution assumption: employee only about $161,276 at 4% or $107,518 at 6%; with 50% employer match about $107,518 at 4% or $71,678 at 6%; with 100% employer match about $80,638 at 4% or $53,759 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-121$11,771,283$780,578$6,451iApproximate average salary by contribution assumption: employee only about $161,276 at 4% or $107,518 at 6%; with 50% employer match about $107,518 at 4% or $71,678 at 6%; with 100% employer match about $80,638 at 4% or $53,759 at 6%.
20141125$11,274,436$536,546$4,292iApproximate average salary by contribution assumption: employee only about $107,309 at 4% or $71,539 at 6%; with 50% employer match about $71,539 at 4% or $47,693 at 6%; with 100% employer match about $53,655 at 4% or $35,770 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-125$11,274,436$536,546$4,292iApproximate average salary by contribution assumption: employee only about $107,309 at 4% or $71,539 at 6%; with 50% employer match about $71,539 at 4% or $47,693 at 6%; with 100% employer match about $53,655 at 4% or $35,770 at 6%.
20131123$11,116,823$629,956$5,122iApproximate average salary by contribution assumption: employee only about $128,040 at 4% or $85,360 at 6%; with 50% employer match about $85,360 at 4% or $56,907 at 6%; with 100% employer match about $64,020 at 4% or $42,680 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-123$11,116,823$629,956$5,122iApproximate average salary by contribution assumption: employee only about $128,040 at 4% or $85,360 at 6%; with 50% employer match about $85,360 at 4% or $56,907 at 6%; with 100% employer match about $64,020 at 4% or $42,680 at 6%.
20121127$9,405,796$473,317$3,727iApproximate average salary by contribution assumption: employee only about $93,173 at 4% or $62,115 at 6%; with 50% employer match about $62,115 at 4% or $41,410 at 6%; with 100% employer match about $46,586 at 4% or $31,058 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-127$9,405,796$473,317$3,727iApproximate average salary by contribution assumption: employee only about $93,173 at 4% or $62,115 at 6%; with 50% employer match about $62,115 at 4% or $41,410 at 6%; with 100% employer match about $46,586 at 4% or $31,058 at 6%.
20111111$8,194,753$452,822$4,079iApproximate average salary by contribution assumption: employee only about $101,987 at 4% or $67,991 at 6%; with 50% employer match about $67,991 at 4% or $45,328 at 6%; with 100% employer match about $50,993 at 4% or $33,996 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-111$8,194,753$452,822$4,079iApproximate average salary by contribution assumption: employee only about $101,987 at 4% or $67,991 at 6%; with 50% employer match about $67,991 at 4% or $45,328 at 6%; with 100% employer match about $50,993 at 4% or $33,996 at 6%.
20101111$7,861,430$417,157$3,758iApproximate average salary by contribution assumption: employee only about $93,954 at 4% or $62,636 at 6%; with 50% employer match about $62,636 at 4% or $41,757 at 6%; with 100% employer match about $46,977 at 4% or $31,318 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-111$7,861,430$417,157$3,758iApproximate average salary by contribution assumption: employee only about $93,954 at 4% or $62,636 at 6%; with 50% employer match about $62,636 at 4% or $41,757 at 6%; with 100% employer match about $46,977 at 4% or $31,318 at 6%.
20091104$6,878,163$432,092$4,155iApproximate average salary by contribution assumption: employee only about $103,868 at 4% or $69,246 at 6%; with 50% employer match about $69,246 at 4% or $46,164 at 6%; with 100% employer match about $51,934 at 4% or $34,623 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-104$6,878,163$432,092$4,155iApproximate average salary by contribution assumption: employee only about $103,868 at 4% or $69,246 at 6%; with 50% employer match about $69,246 at 4% or $46,164 at 6%; with 100% employer match about $51,934 at 4% or $34,623 at 6%.
20081110$5,684,086$465,975$4,236iApproximate average salary by contribution assumption: employee only about $105,903 at 4% or $70,602 at 6%; with 50% employer match about $70,602 at 4% or $47,068 at 6%; with 100% employer match about $52,952 at 4% or $35,301 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-110$5,684,086$465,975$4,236iApproximate average salary by contribution assumption: employee only about $105,903 at 4% or $70,602 at 6%; with 50% employer match about $70,602 at 4% or $47,068 at 6%; with 100% employer match about $52,952 at 4% or $35,301 at 6%.
20071108$0$0-
First Berne Employee Stock Ownership and 401( K) Plan-108---
20061102$6,460,348$443,647$4,349iApproximate average salary by contribution assumption: employee only about $108,737 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,328 at 6%; with 100% employer match about $54,369 at 4% or $36,246 at 6%.
First Berne Employee Stock Ownership and 401( K) Plan-102$6,460,348$443,647$4,349iApproximate average salary by contribution assumption: employee only about $108,737 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,328 at 6%; with 100% employer match about $54,369 at 4% or $36,246 at 6%.