Civic Intelligence

John a. Bernardi

Plan context: John a. Bernardi Self-Employed Money Purchase Retirement Plan

EIN 37-1265099 • 5 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$586,486

2003 Contributions

$30,257

Historical Graphs

Total Assets Over Time

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

$586,486$293,243$019992002YearValue
$586,486Latest year 2002

Participants Over Time

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

210199920012003YearValue
1Latest year 2003

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
200311$0$0-
John a. Bernardi Self-Employed Money Purchase Retirement Plan-1---
200212$586,486$30,257$15,129iApproximate average salary by contribution assumption: employee only about $378,213 at 4% or $252,142 at 6%; with 50% employer match about $252,142 at 4% or $168,094 at 6%; with 100% employer match about $189,106 at 4% or $126,071 at 6%.
John a. Bernardi Self-Employed Money Purchase Retirement Plan-2$586,486$30,257$15,129iApproximate average salary by contribution assumption: employee only about $378,213 at 4% or $252,142 at 6%; with 50% employer match about $252,142 at 4% or $168,094 at 6%; with 100% employer match about $189,106 at 4% or $126,071 at 6%.
200112$0$0-
John a. Bernardi Self-Employed Money Purchase Retirement Plan-2---
200012$0$0-
John a. Bernardi Self-Employed Money Purchase Retirement Plan-2---
199912$424,689$36,989$18,495iApproximate average salary by contribution assumption: employee only about $462,363 at 4% or $308,242 at 6%; with 50% employer match about $308,242 at 4% or $205,494 at 6%; with 100% employer match about $231,181 at 4% or $154,121 at 6%.
John a. Bernardi Self-Employed Money Purchase Retirement Plan-2$424,689$36,989$18,495iApproximate average salary by contribution assumption: employee only about $462,363 at 4% or $308,242 at 6%; with 50% employer match about $308,242 at 4% or $205,494 at 6%; with 100% employer match about $231,181 at 4% or $154,121 at 6%.