Birch Management Group Inc.
Plan context: Birch Management Group Inc. 401(K) Plan
EIN 46-5022537 • Bensalem, PA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
40
2024 Assets
$2,832,388
2024 Contributions
$428,753
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 | 40 | $2,832,388 | $428,753 | $10,719iApproximate average salary by contribution assumption: employee only about $267,971 at 4% or $178,647 at 6%; with 50% employer match about $178,647 at 4% or $119,098 at 6%; with 100% employer match about $133,985 at 4% or $89,324 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 40 | $2,832,388 | $428,753 | $10,719iApproximate average salary by contribution assumption: employee only about $267,971 at 4% or $178,647 at 6%; with 50% employer match about $178,647 at 4% or $119,098 at 6%; with 100% employer match about $133,985 at 4% or $89,324 at 6%. |
| 2023 | 1 | 44 | $2,513,081 | $264,522 | $6,012iApproximate average salary by contribution assumption: employee only about $150,297 at 4% or $100,198 at 6%; with 50% employer match about $100,198 at 4% or $66,798 at 6%; with 100% employer match about $75,148 at 4% or $50,099 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 44 | $2,513,081 | $264,522 | $6,012iApproximate average salary by contribution assumption: employee only about $150,297 at 4% or $100,198 at 6%; with 50% employer match about $100,198 at 4% or $66,798 at 6%; with 100% employer match about $75,148 at 4% or $50,099 at 6%. |
| 2022 | 1 | 39 | $1,998,459 | $209,815 | $5,380iApproximate average salary by contribution assumption: employee only about $134,497 at 4% or $89,665 at 6%; with 50% employer match about $89,665 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 39 | $1,998,459 | $209,815 | $5,380iApproximate average salary by contribution assumption: employee only about $134,497 at 4% or $89,665 at 6%; with 50% employer match about $89,665 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%. |
| 2021 | 1 | 39 | $2,203,409 | $187,576 | $4,810iApproximate average salary by contribution assumption: employee only about $120,241 at 4% or $80,161 at 6%; with 50% employer match about $80,161 at 4% or $53,440 at 6%; with 100% employer match about $60,121 at 4% or $40,080 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 39 | $2,203,409 | $187,576 | $4,810iApproximate average salary by contribution assumption: employee only about $120,241 at 4% or $80,161 at 6%; with 50% employer match about $80,161 at 4% or $53,440 at 6%; with 100% employer match about $60,121 at 4% or $40,080 at 6%. |
| 2020 | 1 | 40 | $1,841,484 | $176,881 | $4,422iApproximate average salary by contribution assumption: employee only about $110,551 at 4% or $73,700 at 6%; with 50% employer match about $73,700 at 4% or $49,134 at 6%; with 100% employer match about $55,275 at 4% or $36,850 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 40 | $1,841,484 | $176,881 | $4,422iApproximate average salary by contribution assumption: employee only about $110,551 at 4% or $73,700 at 6%; with 50% employer match about $73,700 at 4% or $49,134 at 6%; with 100% employer match about $55,275 at 4% or $36,850 at 6%. |
| 2019 | 1 | 35 | $1,495,389 | $157,910 | $4,512iApproximate average salary by contribution assumption: employee only about $112,793 at 4% or $75,195 at 6%; with 50% employer match about $75,195 at 4% or $50,130 at 6%; with 100% employer match about $56,396 at 4% or $37,598 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 35 | $1,495,389 | $157,910 | $4,512iApproximate average salary by contribution assumption: employee only about $112,793 at 4% or $75,195 at 6%; with 50% employer match about $75,195 at 4% or $50,130 at 6%; with 100% employer match about $56,396 at 4% or $37,598 at 6%. |
| 2018 | 1 | 31 | $1,145,019 | $433,066 | $13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 31 | $1,145,019 | $433,066 | $13,970iApproximate average salary by contribution assumption: employee only about $349,247 at 4% or $232,831 at 6%; with 50% employer match about $232,831 at 4% or $155,221 at 6%; with 100% employer match about $174,623 at 4% or $116,416 at 6%. |
| 2017 | 1 | 26 | $822,234 | $131,412 | $5,054iApproximate average salary by contribution assumption: employee only about $126,358 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,159 at 6%; with 100% employer match about $63,179 at 4% or $42,119 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 26 | $822,234 | $131,412 | $5,054iApproximate average salary by contribution assumption: employee only about $126,358 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,159 at 6%; with 100% employer match about $63,179 at 4% or $42,119 at 6%. |
| 2016 | 1 | 23 | $642,212 | $102,746 | $4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,454 at 6%; with 50% employer match about $74,454 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 23 | $642,212 | $102,746 | $4,467iApproximate average salary by contribution assumption: employee only about $111,680 at 4% or $74,454 at 6%; with 50% employer match about $74,454 at 4% or $49,636 at 6%; with 100% employer match about $55,840 at 4% or $37,227 at 6%. |
| 2015 | 1 | 23 | $529,846 | $539,254 | $23,446iApproximate average salary by contribution assumption: employee only about $586,146 at 4% or $390,764 at 6%; with 50% employer match about $390,764 at 4% or $260,509 at 6%; with 100% employer match about $293,073 at 4% or $195,382 at 6%. |
| Birch Management Group Inc. 401(K) Plan | - | 23 | $529,846 | $539,254 | $23,446iApproximate average salary by contribution assumption: employee only about $586,146 at 4% or $390,764 at 6%; with 50% employer match about $390,764 at 4% or $260,509 at 6%; with 100% employer match about $293,073 at 4% or $195,382 at 6%. |