Berners - Schober Associates Inc.
Plan context: Berners - Schober Associates Inc. Retirement Savings Plan and Trust
EIN 39-1423429 • Green Bay, WI • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
84
2024 Assets
$17,622,758
2024 Contributions
$1,099,294
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 | 84 | $17,622,758 | $1,099,294 | $13,087iApproximate average salary by contribution assumption: employee only about $327,171 at 4% or $218,114 at 6%; with 50% employer match about $218,114 at 4% or $145,409 at 6%; with 100% employer match about $163,585 at 4% or $109,057 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 84 | $17,622,758 | $1,099,294 | $13,087iApproximate average salary by contribution assumption: employee only about $327,171 at 4% or $218,114 at 6%; with 50% employer match about $218,114 at 4% or $145,409 at 6%; with 100% employer match about $163,585 at 4% or $109,057 at 6%. |
| 2023 | 1 | 77 | $14,866,127 | $888,036 | $11,533iApproximate average salary by contribution assumption: employee only about $288,323 at 4% or $192,216 at 6%; with 50% employer match about $192,216 at 4% or $128,144 at 6%; with 100% employer match about $144,162 at 4% or $96,108 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 77 | $14,866,127 | $888,036 | $11,533iApproximate average salary by contribution assumption: employee only about $288,323 at 4% or $192,216 at 6%; with 50% employer match about $192,216 at 4% or $128,144 at 6%; with 100% employer match about $144,162 at 4% or $96,108 at 6%. |
| 2022 | 1 | 73 | $11,795,025 | $776,955 | $10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 73 | $11,795,025 | $776,955 | $10,643iApproximate average salary by contribution assumption: employee only about $266,080 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,693 at 6%. |
| 2021 | 1 | 74 | $14,056,374 | $785,840 | $10,619iApproximate average salary by contribution assumption: employee only about $265,486 at 4% or $176,991 at 6%; with 50% employer match about $176,991 at 4% or $117,994 at 6%; with 100% employer match about $132,743 at 4% or $88,495 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 74 | $14,056,374 | $785,840 | $10,619iApproximate average salary by contribution assumption: employee only about $265,486 at 4% or $176,991 at 6%; with 50% employer match about $176,991 at 4% or $117,994 at 6%; with 100% employer match about $132,743 at 4% or $88,495 at 6%. |
| 2020 | 1 | 69 | $11,918,933 | $938,961 | $13,608iApproximate average salary by contribution assumption: employee only about $340,203 at 4% or $226,802 at 6%; with 50% employer match about $226,802 at 4% or $151,201 at 6%; with 100% employer match about $170,102 at 4% or $113,401 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 69 | $11,918,933 | $938,961 | $13,608iApproximate average salary by contribution assumption: employee only about $340,203 at 4% or $226,802 at 6%; with 50% employer match about $226,802 at 4% or $151,201 at 6%; with 100% employer match about $170,102 at 4% or $113,401 at 6%. |
| 2019 | 1 | 66 | $9,313,231 | $943,179 | $14,291iApproximate average salary by contribution assumption: employee only about $357,265 at 4% or $238,177 at 6%; with 50% employer match about $238,177 at 4% or $158,784 at 6%; with 100% employer match about $178,632 at 4% or $119,088 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 66 | $9,313,231 | $943,179 | $14,291iApproximate average salary by contribution assumption: employee only about $357,265 at 4% or $238,177 at 6%; with 50% employer match about $238,177 at 4% or $158,784 at 6%; with 100% employer match about $178,632 at 4% or $119,088 at 6%. |
| 2018 | 1 | 55 | $6,775,361 | $440,740 | $8,013iApproximate average salary by contribution assumption: employee only about $200,336 at 4% or $133,558 at 6%; with 50% employer match about $133,558 at 4% or $89,038 at 6%; with 100% employer match about $100,168 at 4% or $66,779 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 55 | $6,775,361 | $440,740 | $8,013iApproximate average salary by contribution assumption: employee only about $200,336 at 4% or $133,558 at 6%; with 50% employer match about $133,558 at 4% or $89,038 at 6%; with 100% employer match about $100,168 at 4% or $66,779 at 6%. |
| 2017 | 1 | 48 | $6,824,311 | $399,496 | $8,323iApproximate average salary by contribution assumption: employee only about $208,071 at 4% or $138,714 at 6%; with 50% employer match about $138,714 at 4% or $92,476 at 6%; with 100% employer match about $104,035 at 4% or $69,357 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 48 | $6,824,311 | $399,496 | $8,323iApproximate average salary by contribution assumption: employee only about $208,071 at 4% or $138,714 at 6%; with 50% employer match about $138,714 at 4% or $92,476 at 6%; with 100% employer match about $104,035 at 4% or $69,357 at 6%. |
| 2016 | 1 | 52 | $5,858,530 | $373,056 | $7,174iApproximate average salary by contribution assumption: employee only about $179,354 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,785 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 52 | $5,858,530 | $373,056 | $7,174iApproximate average salary by contribution assumption: employee only about $179,354 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,785 at 6%. |
| 2015 | 1 | 53 | $5,158,438 | $369,617 | $6,974iApproximate average salary by contribution assumption: employee only about $174,348 at 4% or $116,232 at 6%; with 50% employer match about $116,232 at 4% or $77,488 at 6%; with 100% employer match about $87,174 at 4% or $58,116 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 53 | $5,158,438 | $369,617 | $6,974iApproximate average salary by contribution assumption: employee only about $174,348 at 4% or $116,232 at 6%; with 50% employer match about $116,232 at 4% or $77,488 at 6%; with 100% employer match about $87,174 at 4% or $58,116 at 6%. |
| 2014 | 1 | 55 | $5,155,952 | $295,597 | $5,374iApproximate average salary by contribution assumption: employee only about $134,362 at 4% or $89,575 at 6%; with 50% employer match about $89,575 at 4% or $59,717 at 6%; with 100% employer match about $67,181 at 4% or $44,787 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 55 | $5,155,952 | $295,597 | $5,374iApproximate average salary by contribution assumption: employee only about $134,362 at 4% or $89,575 at 6%; with 50% employer match about $89,575 at 4% or $59,717 at 6%; with 100% employer match about $67,181 at 4% or $44,787 at 6%. |
| 2013 | 1 | 53 | $4,642,613 | $306,018 | $5,774iApproximate average salary by contribution assumption: employee only about $144,348 at 4% or $96,232 at 6%; with 50% employer match about $96,232 at 4% or $64,155 at 6%; with 100% employer match about $72,174 at 4% or $48,116 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 53 | $4,642,613 | $306,018 | $5,774iApproximate average salary by contribution assumption: employee only about $144,348 at 4% or $96,232 at 6%; with 50% employer match about $96,232 at 4% or $64,155 at 6%; with 100% employer match about $72,174 at 4% or $48,116 at 6%. |
| 2012 | 1 | 64 | $4,035,341 | $326,968 | $5,109iApproximate average salary by contribution assumption: employee only about $127,722 at 4% or $85,148 at 6%; with 50% employer match about $85,148 at 4% or $56,765 at 6%; with 100% employer match about $63,861 at 4% or $42,574 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 64 | $4,035,341 | $326,968 | $5,109iApproximate average salary by contribution assumption: employee only about $127,722 at 4% or $85,148 at 6%; with 50% employer match about $85,148 at 4% or $56,765 at 6%; with 100% employer match about $63,861 at 4% or $42,574 at 6%. |
| 2011 | 1 | 65 | $3,510,222 | $331,236 | $5,096iApproximate average salary by contribution assumption: employee only about $127,398 at 4% or $84,932 at 6%; with 50% employer match about $84,932 at 4% or $56,622 at 6%; with 100% employer match about $63,699 at 4% or $42,466 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 65 | $3,510,222 | $331,236 | $5,096iApproximate average salary by contribution assumption: employee only about $127,398 at 4% or $84,932 at 6%; with 50% employer match about $84,932 at 4% or $56,622 at 6%; with 100% employer match about $63,699 at 4% or $42,466 at 6%. |
| 2010 | 1 | 63 | $3,892,820 | $348,286 | $5,528iApproximate average salary by contribution assumption: employee only about $138,209 at 4% or $92,139 at 6%; with 50% employer match about $92,139 at 4% or $61,426 at 6%; with 100% employer match about $69,104 at 4% or $46,070 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 63 | $3,892,820 | $348,286 | $5,528iApproximate average salary by contribution assumption: employee only about $138,209 at 4% or $92,139 at 6%; with 50% employer match about $92,139 at 4% or $61,426 at 6%; with 100% employer match about $69,104 at 4% or $46,070 at 6%. |
| 2009 | 1 | 60 | $3,151,862 | $324,580 | $5,410iApproximate average salary by contribution assumption: employee only about $135,242 at 4% or $90,161 at 6%; with 50% employer match about $90,161 at 4% or $60,107 at 6%; with 100% employer match about $67,621 at 4% or $45,081 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 60 | $3,151,862 | $324,580 | $5,410iApproximate average salary by contribution assumption: employee only about $135,242 at 4% or $90,161 at 6%; with 50% employer match about $90,161 at 4% or $60,107 at 6%; with 100% employer match about $67,621 at 4% or $45,081 at 6%. |
| 2008 | 1 | 62 | $2,436,656 | $310,135 | $5,002iApproximate average salary by contribution assumption: employee only about $125,054 at 4% or $83,370 at 6%; with 50% employer match about $83,370 at 4% or $55,580 at 6%; with 100% employer match about $62,527 at 4% or $41,685 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 62 | $2,436,656 | $310,135 | $5,002iApproximate average salary by contribution assumption: employee only about $125,054 at 4% or $83,370 at 6%; with 50% employer match about $83,370 at 4% or $55,580 at 6%; with 100% employer match about $62,527 at 4% or $41,685 at 6%. |
| 2007 | 1 | 59 | $3,595,892 | $305,148 | $5,172iApproximate average salary by contribution assumption: employee only about $129,300 at 4% or $86,200 at 6%; with 50% employer match about $86,200 at 4% or $57,467 at 6%; with 100% employer match about $64,650 at 4% or $43,100 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 59 | $3,595,892 | $305,148 | $5,172iApproximate average salary by contribution assumption: employee only about $129,300 at 4% or $86,200 at 6%; with 50% employer match about $86,200 at 4% or $57,467 at 6%; with 100% employer match about $64,650 at 4% or $43,100 at 6%. |
| 2006 | 1 | 54 | $3,288,956 | $335,196 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 54 | $3,288,956 | $335,196 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| 2005 | 1 | 57 | $3,035,404 | $336,154 | $5,897iApproximate average salary by contribution assumption: employee only about $147,436 at 4% or $98,291 at 6%; with 50% employer match about $98,291 at 4% or $65,527 at 6%; with 100% employer match about $73,718 at 4% or $49,145 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 57 | $3,035,404 | $336,154 | $5,897iApproximate average salary by contribution assumption: employee only about $147,436 at 4% or $98,291 at 6%; with 50% employer match about $98,291 at 4% or $65,527 at 6%; with 100% employer match about $73,718 at 4% or $49,145 at 6%. |
| 2004 | 1 | 56 | $2,562,122 | $264,699 | $4,727iApproximate average salary by contribution assumption: employee only about $118,169 at 4% or $78,779 at 6%; with 50% employer match about $78,779 at 4% or $52,520 at 6%; with 100% employer match about $59,085 at 4% or $39,390 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 56 | $2,562,122 | $264,699 | $4,727iApproximate average salary by contribution assumption: employee only about $118,169 at 4% or $78,779 at 6%; with 50% employer match about $78,779 at 4% or $52,520 at 6%; with 100% employer match about $59,085 at 4% or $39,390 at 6%. |
| 2003 | 1 | 56 | $2,170,962 | $241,054 | $4,305iApproximate average salary by contribution assumption: employee only about $107,613 at 4% or $71,742 at 6%; with 50% employer match about $71,742 at 4% or $47,828 at 6%; with 100% employer match about $53,807 at 4% or $35,871 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 56 | $2,170,962 | $241,054 | $4,305iApproximate average salary by contribution assumption: employee only about $107,613 at 4% or $71,742 at 6%; with 50% employer match about $71,742 at 4% or $47,828 at 6%; with 100% employer match about $53,807 at 4% or $35,871 at 6%. |
| 2002 | 1 | 55 | $1,511,231 | $225,768 | $4,105iApproximate average salary by contribution assumption: employee only about $102,622 at 4% or $68,415 at 6%; with 50% employer match about $68,415 at 4% or $45,610 at 6%; with 100% employer match about $51,311 at 4% or $34,207 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 55 | $1,511,231 | $225,768 | $4,105iApproximate average salary by contribution assumption: employee only about $102,622 at 4% or $68,415 at 6%; with 50% employer match about $68,415 at 4% or $45,610 at 6%; with 100% employer match about $51,311 at 4% or $34,207 at 6%. |
| 2001 | 1 | 45 | $0 | $0 | - |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 45 | - | - | - |
| 2000 | 1 | 47 | $2,008,306 | $186,770 | $3,974iApproximate average salary by contribution assumption: employee only about $99,346 at 4% or $66,230 at 6%; with 50% employer match about $66,230 at 4% or $44,154 at 6%; with 100% employer match about $49,673 at 4% or $33,115 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 47 | $2,008,306 | $186,770 | $3,974iApproximate average salary by contribution assumption: employee only about $99,346 at 4% or $66,230 at 6%; with 50% employer match about $66,230 at 4% or $44,154 at 6%; with 100% employer match about $49,673 at 4% or $33,115 at 6%. |
| 1999 | 1 | 44 | $2,208,590 | $178,747 | $4,062iApproximate average salary by contribution assumption: employee only about $101,561 at 4% or $67,707 at 6%; with 50% employer match about $67,707 at 4% or $45,138 at 6%; with 100% employer match about $50,780 at 4% or $33,854 at 6%. |
| Berners - Schober Associates Inc. Retirement Savings Plan and Trust | - | 44 | $2,208,590 | $178,747 | $4,062iApproximate average salary by contribution assumption: employee only about $101,561 at 4% or $67,707 at 6%; with 50% employer match about $67,707 at 4% or $45,138 at 6%; with 100% employer match about $50,780 at 4% or $33,854 at 6%. |