Civic Intelligence

Mary Ann Johnson

Plan context: Berch Tree Pension Plan

EIN 39-1440086 • 10 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

4

2003 Assets

$473,773

2003 Contributions

$9,284

Historical Graphs

Total Assets Over Time

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

$473,773$236,887$0199920012002YearValue
$473,773Latest year 2002

Participants Over Time

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

420199920012002YearValue
4Latest year 2002

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
200320$0$0-
Berch Tree Pension Plan-0---
Berch Tree Profit Sharing Plan-0---
200224$473,773$9,284$2,321iApproximate average salary by contribution assumption: employee only about $58,025 at 4% or $38,683 at 6%; with 50% employer match about $38,683 at 4% or $25,789 at 6%; with 100% employer match about $29,013 at 4% or $19,342 at 6%.
Berch Tree Pension Plan-4$467,076$9,284$2,321iApproximate average salary by contribution assumption: employee only about $58,025 at 4% or $38,683 at 6%; with 50% employer match about $38,683 at 4% or $25,789 at 6%; with 100% employer match about $29,013 at 4% or $19,342 at 6%.
Berch Tree Profit Sharing Plan-2$6,697--
200123$6,857$0-
Berch Tree Profit Sharing Plan-2$6,857--
Berch Tree Pension Plan-3---
200023$443,453$10,507$3,502iApproximate average salary by contribution assumption: employee only about $87,558 at 4% or $58,372 at 6%; with 50% employer match about $58,372 at 4% or $38,915 at 6%; with 100% employer match about $43,779 at 4% or $29,186 at 6%.
Berch Tree Pension Plan-3$436,767$10,507$3,502iApproximate average salary by contribution assumption: employee only about $87,558 at 4% or $58,372 at 6%; with 50% employer match about $58,372 at 4% or $38,915 at 6%; with 100% employer match about $43,779 at 4% or $29,186 at 6%.
Berch Tree Profit Sharing Plan-2$6,686--
199922$445,521$12,363$6,182iApproximate average salary by contribution assumption: employee only about $154,538 at 4% or $103,025 at 6%; with 50% employer match about $103,025 at 4% or $68,683 at 6%; with 100% employer match about $77,269 at 4% or $51,513 at 6%.
Berch Tree Pension Plan-2$437,818$12,363$6,182iApproximate average salary by contribution assumption: employee only about $154,538 at 4% or $103,025 at 6%; with 50% employer match about $103,025 at 4% or $68,683 at 6%; with 100% employer match about $77,269 at 4% or $51,513 at 6%.
Berch Tree Profit Sharing Plan-2$7,703--