Bernies Equipment Co. Inc.
Plan context: Bernies Equipment Co. Inc. Savings and Retirement Plan
EIN 39-1324744 • Holmen, WI • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,105,468
2024 Contributions
$42,206
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,105,468 | $42,206 | $4,221iApproximate average salary by contribution assumption: employee only about $105,515 at 4% or $70,343 at 6%; with 50% employer match about $70,343 at 4% or $46,896 at 6%; with 100% employer match about $52,758 at 4% or $35,172 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $1,105,468 | $42,206 | $4,221iApproximate average salary by contribution assumption: employee only about $105,515 at 4% or $70,343 at 6%; with 50% employer match about $70,343 at 4% or $46,896 at 6%; with 100% employer match about $52,758 at 4% or $35,172 at 6%. |
| 2023 | 1 | 10 | $875,110 | $36,152 | $3,615iApproximate average salary by contribution assumption: employee only about $90,380 at 4% or $60,253 at 6%; with 50% employer match about $60,253 at 4% or $40,169 at 6%; with 100% employer match about $45,190 at 4% or $30,127 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $875,110 | $36,152 | $3,615iApproximate average salary by contribution assumption: employee only about $90,380 at 4% or $60,253 at 6%; with 50% employer match about $60,253 at 4% or $40,169 at 6%; with 100% employer match about $45,190 at 4% or $30,127 at 6%. |
| 2022 | 1 | 10 | $674,273 | $33,409 | $3,341iApproximate average salary by contribution assumption: employee only about $83,523 at 4% or $55,682 at 6%; with 50% employer match about $55,682 at 4% or $37,121 at 6%; with 100% employer match about $41,761 at 4% or $27,841 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $674,273 | $33,409 | $3,341iApproximate average salary by contribution assumption: employee only about $83,523 at 4% or $55,682 at 6%; with 50% employer match about $55,682 at 4% or $37,121 at 6%; with 100% employer match about $41,761 at 4% or $27,841 at 6%. |
| 2021 | 1 | 10 | $797,290 | $30,239 | $3,024iApproximate average salary by contribution assumption: employee only about $75,598 at 4% or $50,398 at 6%; with 50% employer match about $50,398 at 4% or $33,599 at 6%; with 100% employer match about $37,799 at 4% or $25,199 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $797,290 | $30,239 | $3,024iApproximate average salary by contribution assumption: employee only about $75,598 at 4% or $50,398 at 6%; with 50% employer match about $50,398 at 4% or $33,599 at 6%; with 100% employer match about $37,799 at 4% or $25,199 at 6%. |
| 2020 | 1 | 10 | $633,971 | $33,610 | $3,361iApproximate average salary by contribution assumption: employee only about $84,025 at 4% or $56,017 at 6%; with 50% employer match about $56,017 at 4% or $37,344 at 6%; with 100% employer match about $42,013 at 4% or $28,008 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $633,971 | $33,610 | $3,361iApproximate average salary by contribution assumption: employee only about $84,025 at 4% or $56,017 at 6%; with 50% employer match about $56,017 at 4% or $37,344 at 6%; with 100% employer match about $42,013 at 4% or $28,008 at 6%. |
| 2019 | 1 | 7 | $505,221 | $28,568 | $4,081iApproximate average salary by contribution assumption: employee only about $102,029 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,010 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 7 | $505,221 | $28,568 | $4,081iApproximate average salary by contribution assumption: employee only about $102,029 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,010 at 6%. |
| 2018 | 1 | 9 | $502,542 | $27,879 | $3,098iApproximate average salary by contribution assumption: employee only about $77,442 at 4% or $51,628 at 6%; with 50% employer match about $51,628 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 9 | $502,542 | $27,879 | $3,098iApproximate average salary by contribution assumption: employee only about $77,442 at 4% or $51,628 at 6%; with 50% employer match about $51,628 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%. |
| 2017 | 1 | 9 | $496,885 | $26,225 | $2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 9 | $496,885 | $26,225 | $2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,377 at 6%; with 100% employer match about $36,424 at 4% or $24,282 at 6%. |
| 2016 | 1 | 9 | $383,600 | $24,085 | $2,676iApproximate average salary by contribution assumption: employee only about $66,903 at 4% or $44,602 at 6%; with 50% employer match about $44,602 at 4% or $29,735 at 6%; with 100% employer match about $33,451 at 4% or $22,301 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 9 | $383,600 | $24,085 | $2,676iApproximate average salary by contribution assumption: employee only about $66,903 at 4% or $44,602 at 6%; with 50% employer match about $44,602 at 4% or $29,735 at 6%; with 100% employer match about $33,451 at 4% or $22,301 at 6%. |
| 2015 | 1 | 9 | $340,236 | $25,418 | $2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,070 at 6%; with 50% employer match about $47,070 at 4% or $31,380 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 9 | $340,236 | $25,418 | $2,824iApproximate average salary by contribution assumption: employee only about $70,606 at 4% or $47,070 at 6%; with 50% employer match about $47,070 at 4% or $31,380 at 6%; with 100% employer match about $35,303 at 4% or $23,535 at 6%. |
| 2014 | 1 | 10 | $324,388 | $24,541 | $2,454iApproximate average salary by contribution assumption: employee only about $61,353 at 4% or $40,902 at 6%; with 50% employer match about $40,902 at 4% or $27,268 at 6%; with 100% employer match about $30,676 at 4% or $20,451 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 10 | $324,388 | $24,541 | $2,454iApproximate average salary by contribution assumption: employee only about $61,353 at 4% or $40,902 at 6%; with 50% employer match about $40,902 at 4% or $27,268 at 6%; with 100% employer match about $30,676 at 4% or $20,451 at 6%. |
| 2013 | 1 | 9 | $275,846 | $21,912 | $2,435iApproximate average salary by contribution assumption: employee only about $60,867 at 4% or $40,578 at 6%; with 50% employer match about $40,578 at 4% or $27,052 at 6%; with 100% employer match about $30,433 at 4% or $20,289 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 9 | $275,846 | $21,912 | $2,435iApproximate average salary by contribution assumption: employee only about $60,867 at 4% or $40,578 at 6%; with 50% employer match about $40,578 at 4% or $27,052 at 6%; with 100% employer match about $30,433 at 4% or $20,289 at 6%. |
| 2012 | 1 | 8 | $193,416 | $21,435 | $2,679iApproximate average salary by contribution assumption: employee only about $66,984 at 4% or $44,656 at 6%; with 50% employer match about $44,656 at 4% or $29,771 at 6%; with 100% employer match about $33,492 at 4% or $22,328 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 8 | $193,416 | $21,435 | $2,679iApproximate average salary by contribution assumption: employee only about $66,984 at 4% or $44,656 at 6%; with 50% employer match about $44,656 at 4% or $29,771 at 6%; with 100% employer match about $33,492 at 4% or $22,328 at 6%. |
| 2011 | 1 | 8 | $146,459 | $18,427 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,390 at 6%; with 50% employer match about $38,390 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 8 | $146,459 | $18,427 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,390 at 6%; with 50% employer match about $38,390 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| 2010 | 1 | 12 | $135,906 | $16,575 | $1,381iApproximate average salary by contribution assumption: employee only about $34,531 at 4% or $23,021 at 6%; with 50% employer match about $23,021 at 4% or $15,347 at 6%; with 100% employer match about $17,266 at 4% or $11,510 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 12 | $135,906 | $16,575 | $1,381iApproximate average salary by contribution assumption: employee only about $34,531 at 4% or $23,021 at 6%; with 50% employer match about $23,021 at 4% or $15,347 at 6%; with 100% employer match about $17,266 at 4% or $11,510 at 6%. |
| 2009 | 1 | 19 | $97,079 | $16,077 | $846iApproximate average salary by contribution assumption: employee only about $21,154 at 4% or $14,103 at 6%; with 50% employer match about $14,103 at 4% or $9,402 at 6%; with 100% employer match about $10,577 at 4% or $7,051 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 19 | $97,079 | $16,077 | $846iApproximate average salary by contribution assumption: employee only about $21,154 at 4% or $14,103 at 6%; with 50% employer match about $14,103 at 4% or $9,402 at 6%; with 100% employer match about $10,577 at 4% or $7,051 at 6%. |
| 2008 | 1 | 13 | $72,259 | $17,409 | $1,339iApproximate average salary by contribution assumption: employee only about $33,479 at 4% or $22,319 at 6%; with 50% employer match about $22,319 at 4% or $14,879 at 6%; with 100% employer match about $16,739 at 4% or $11,160 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 13 | $72,259 | $17,409 | $1,339iApproximate average salary by contribution assumption: employee only about $33,479 at 4% or $22,319 at 6%; with 50% employer match about $22,319 at 4% or $14,879 at 6%; with 100% employer match about $16,739 at 4% or $11,160 at 6%. |
| 2006 | 1 | 19 | $102,345 | $19,250 | $1,013iApproximate average salary by contribution assumption: employee only about $25,329 at 4% or $16,886 at 6%; with 50% employer match about $16,886 at 4% or $11,257 at 6%; with 100% employer match about $12,664 at 4% or $8,443 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 19 | $102,345 | $19,250 | $1,013iApproximate average salary by contribution assumption: employee only about $25,329 at 4% or $16,886 at 6%; with 50% employer match about $16,886 at 4% or $11,257 at 6%; with 100% employer match about $12,664 at 4% or $8,443 at 6%. |
| 2005 | 1 | 20 | $105,138 | $23,776 | $1,189iApproximate average salary by contribution assumption: employee only about $29,720 at 4% or $19,813 at 6%; with 50% employer match about $19,813 at 4% or $13,209 at 6%; with 100% employer match about $14,860 at 4% or $9,907 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 20 | $105,138 | $23,776 | $1,189iApproximate average salary by contribution assumption: employee only about $29,720 at 4% or $19,813 at 6%; with 50% employer match about $19,813 at 4% or $13,209 at 6%; with 100% employer match about $14,860 at 4% or $9,907 at 6%. |
| 2004 | 1 | 17 | $77,682 | $23,076 | $1,357iApproximate average salary by contribution assumption: employee only about $33,935 at 4% or $22,624 at 6%; with 50% employer match about $22,624 at 4% or $15,082 at 6%; with 100% employer match about $16,968 at 4% or $11,312 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 17 | $77,682 | $23,076 | $1,357iApproximate average salary by contribution assumption: employee only about $33,935 at 4% or $22,624 at 6%; with 50% employer match about $22,624 at 4% or $15,082 at 6%; with 100% employer match about $16,968 at 4% or $11,312 at 6%. |
| 2003 | 1 | 15 | $60,278 | $16,773 | $1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,637 at 6%; with 50% employer match about $18,637 at 4% or $12,424 at 6%; with 100% employer match about $13,978 at 4% or $9,318 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 15 | $60,278 | $16,773 | $1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,637 at 6%; with 50% employer match about $18,637 at 4% or $12,424 at 6%; with 100% employer match about $13,978 at 4% or $9,318 at 6%. |
| 2002 | 1 | 16 | $45,113 | $18,607 | $1,163iApproximate average salary by contribution assumption: employee only about $29,073 at 4% or $19,382 at 6%; with 50% employer match about $19,382 at 4% or $12,922 at 6%; with 100% employer match about $14,537 at 4% or $9,691 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 16 | $45,113 | $18,607 | $1,163iApproximate average salary by contribution assumption: employee only about $29,073 at 4% or $19,382 at 6%; with 50% employer match about $19,382 at 4% or $12,922 at 6%; with 100% employer match about $14,537 at 4% or $9,691 at 6%. |
| 2001 | 1 | 15 | $39,123 | $22,984 | $1,532iApproximate average salary by contribution assumption: employee only about $38,307 at 4% or $25,538 at 6%; with 50% employer match about $25,538 at 4% or $17,025 at 6%; with 100% employer match about $19,153 at 4% or $12,769 at 6%. |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 15 | $39,123 | $22,984 | $1,532iApproximate average salary by contribution assumption: employee only about $38,307 at 4% or $25,538 at 6%; with 50% employer match about $25,538 at 4% or $17,025 at 6%; with 100% employer match about $19,153 at 4% or $12,769 at 6%. |
| 2000 | 1 | 12 | $0 | $0 | - |
| Bernies Equipment Co. Inc. Savings and Retirement Plan | - | 12 | - | - | - |