Insurance Planning Service
Plan context: Bernard Agency 401(K) Plan
EIN 38-2100635 • Livonia, MI • 16 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$591,166
2015 Contributions
$32,370
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Bernard Agency 401(K) Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 2 | $591,166 | $32,370 | $16,185iApproximate average salary by contribution assumption: employee only about $404,625 at 4% or $269,750 at 6%; with 50% employer match about $269,750 at 4% or $179,833 at 6%; with 100% employer match about $202,313 at 4% or $134,875 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $591,166 | $32,370 | $16,185iApproximate average salary by contribution assumption: employee only about $404,625 at 4% or $269,750 at 6%; with 50% employer match about $269,750 at 4% or $179,833 at 6%; with 100% employer match about $202,313 at 4% or $134,875 at 6%. |
| 2013 | 1 | 2 | $518,850 | $32,371 | $16,186iApproximate average salary by contribution assumption: employee only about $404,638 at 4% or $269,758 at 6%; with 50% employer match about $269,758 at 4% or $179,839 at 6%; with 100% employer match about $202,319 at 4% or $134,879 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $518,850 | $32,371 | $16,186iApproximate average salary by contribution assumption: employee only about $404,638 at 4% or $269,758 at 6%; with 50% employer match about $269,758 at 4% or $179,839 at 6%; with 100% employer match about $202,319 at 4% or $134,879 at 6%. |
| 2012 | 1 | 2 | $395,324 | $31,576 | $15,788iApproximate average salary by contribution assumption: employee only about $394,700 at 4% or $263,133 at 6%; with 50% employer match about $263,133 at 4% or $175,422 at 6%; with 100% employer match about $197,350 at 4% or $131,567 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $395,324 | $31,576 | $15,788iApproximate average salary by contribution assumption: employee only about $394,700 at 4% or $263,133 at 6%; with 50% employer match about $263,133 at 4% or $175,422 at 6%; with 100% employer match about $197,350 at 4% or $131,567 at 6%. |
| 2011 | 1 | 2 | $316,870 | $30,312 | $15,156iApproximate average salary by contribution assumption: employee only about $378,900 at 4% or $252,600 at 6%; with 50% employer match about $252,600 at 4% or $168,400 at 6%; with 100% employer match about $189,450 at 4% or $126,300 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $316,870 | $30,312 | $15,156iApproximate average salary by contribution assumption: employee only about $378,900 at 4% or $252,600 at 6%; with 50% employer match about $252,600 at 4% or $168,400 at 6%; with 100% employer match about $189,450 at 4% or $126,300 at 6%. |
| 2010 | 1 | 2 | $291,886 | $30,356 | $15,178iApproximate average salary by contribution assumption: employee only about $379,450 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,644 at 6%; with 100% employer match about $189,725 at 4% or $126,483 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $291,886 | $30,356 | $15,178iApproximate average salary by contribution assumption: employee only about $379,450 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,644 at 6%; with 100% employer match about $189,725 at 4% or $126,483 at 6%. |
| 2009 | 1 | 3 | $228,789 | $30,368 | $10,123iApproximate average salary by contribution assumption: employee only about $253,067 at 4% or $168,711 at 6%; with 50% employer match about $168,711 at 4% or $112,474 at 6%; with 100% employer match about $126,533 at 4% or $84,356 at 6%. |
| Bernard Agency 401(K) Plan | - | 3 | $228,789 | $30,368 | $10,123iApproximate average salary by contribution assumption: employee only about $253,067 at 4% or $168,711 at 6%; with 50% employer match about $168,711 at 4% or $112,474 at 6%; with 100% employer match about $126,533 at 4% or $84,356 at 6%. |
| 2008 | 1 | 2 | $151,930 | $27,984 | $13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%. |
| Bernard Agency 401(K) Plan | - | 2 | $151,930 | $27,984 | $13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%. |
| 2007 | 1 | 4 | $343,252 | $52,752 | $13,188iApproximate average salary by contribution assumption: employee only about $329,700 at 4% or $219,800 at 6%; with 50% employer match about $219,800 at 4% or $146,533 at 6%; with 100% employer match about $164,850 at 4% or $109,900 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $343,252 | $52,752 | $13,188iApproximate average salary by contribution assumption: employee only about $329,700 at 4% or $219,800 at 6%; with 50% employer match about $219,800 at 4% or $146,533 at 6%; with 100% employer match about $164,850 at 4% or $109,900 at 6%. |
| 2006 | 1 | 4 | $271,935 | $44,801 | $11,200iApproximate average salary by contribution assumption: employee only about $280,006 at 4% or $186,671 at 6%; with 50% employer match about $186,671 at 4% or $124,447 at 6%; with 100% employer match about $140,003 at 4% or $93,335 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $271,935 | $44,801 | $11,200iApproximate average salary by contribution assumption: employee only about $280,006 at 4% or $186,671 at 6%; with 50% employer match about $186,671 at 4% or $124,447 at 6%; with 100% employer match about $140,003 at 4% or $93,335 at 6%. |
| 2005 | 1 | 4 | $201,834 | $40,352 | $10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $201,834 | $40,352 | $10,088iApproximate average salary by contribution assumption: employee only about $252,200 at 4% or $168,133 at 6%; with 50% employer match about $168,133 at 4% or $112,089 at 6%; with 100% employer match about $126,100 at 4% or $84,067 at 6%. |
| 2004 | 1 | 4 | $150,773 | $33,715 | $8,429iApproximate average salary by contribution assumption: employee only about $210,719 at 4% or $140,479 at 6%; with 50% employer match about $140,479 at 4% or $93,653 at 6%; with 100% employer match about $105,359 at 4% or $70,240 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $150,773 | $33,715 | $8,429iApproximate average salary by contribution assumption: employee only about $210,719 at 4% or $140,479 at 6%; with 50% employer match about $140,479 at 4% or $93,653 at 6%; with 100% employer match about $105,359 at 4% or $70,240 at 6%. |
| 2003 | 1 | 3 | $106,857 | $26,194 | $8,731iApproximate average salary by contribution assumption: employee only about $218,283 at 4% or $145,522 at 6%; with 50% employer match about $145,522 at 4% or $97,015 at 6%; with 100% employer match about $109,142 at 4% or $72,761 at 6%. |
| Bernard Agency 401(K) Plan | - | 3 | $106,857 | $26,194 | $8,731iApproximate average salary by contribution assumption: employee only about $218,283 at 4% or $145,522 at 6%; with 50% employer match about $145,522 at 4% or $97,015 at 6%; with 100% employer match about $109,142 at 4% or $72,761 at 6%. |
| 2002 | 1 | 4 | $65,823 | $29,607 | $7,402iApproximate average salary by contribution assumption: employee only about $185,044 at 4% or $123,363 at 6%; with 50% employer match about $123,363 at 4% or $82,242 at 6%; with 100% employer match about $92,522 at 4% or $61,681 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $65,823 | $29,607 | $7,402iApproximate average salary by contribution assumption: employee only about $185,044 at 4% or $123,363 at 6%; with 50% employer match about $123,363 at 4% or $82,242 at 6%; with 100% employer match about $92,522 at 4% or $61,681 at 6%. |
| 2001 | 1 | 4 | $62,479 | $30,751 | $7,688iApproximate average salary by contribution assumption: employee only about $192,194 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $62,479 | $30,751 | $7,688iApproximate average salary by contribution assumption: employee only about $192,194 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%. |
| 2000 | 1 | 4 | $40,721 | $22,909 | $5,727iApproximate average salary by contribution assumption: employee only about $143,181 at 4% or $95,454 at 6%; with 50% employer match about $95,454 at 4% or $63,636 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%. |
| Bernard Agency 401(K) Plan | - | 4 | $40,721 | $22,909 | $5,727iApproximate average salary by contribution assumption: employee only about $143,181 at 4% or $95,454 at 6%; with 50% employer match about $95,454 at 4% or $63,636 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%. |