Berens & Tate PC
Plan context: Berens & Tate PC 401K Profit Sharing Plan
EIN 47-0632878 • 6 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
18
2004 Assets
$1,867,608
2004 Contributions
$166,042
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 18 | $1,867,608 | $166,042 | $9,225iApproximate average salary by contribution assumption: employee only about $230,614 at 4% or $153,743 at 6%; with 50% employer match about $153,743 at 4% or $102,495 at 6%; with 100% employer match about $115,307 at 4% or $76,871 at 6%. |
| Berens & Tate PC 401K Profit Sharing Plan | - | 18 | $1,867,608 | $166,042 | $9,225iApproximate average salary by contribution assumption: employee only about $230,614 at 4% or $153,743 at 6%; with 50% employer match about $153,743 at 4% or $102,495 at 6%; with 100% employer match about $115,307 at 4% or $76,871 at 6%. |
| 2003 | 1 | 20 | $2,017,651 | $229,701 | $11,485iApproximate average salary by contribution assumption: employee only about $287,126 at 4% or $191,418 at 6%; with 50% employer match about $191,418 at 4% or $127,612 at 6%; with 100% employer match about $143,563 at 4% or $95,709 at 6%. |
| Berens & Tate PC 401K Profit Sharing Plan | - | 20 | $2,017,651 | $229,701 | $11,485iApproximate average salary by contribution assumption: employee only about $287,126 at 4% or $191,418 at 6%; with 50% employer match about $191,418 at 4% or $127,612 at 6%; with 100% employer match about $143,563 at 4% or $95,709 at 6%. |
| 2002 | 1 | 27 | $1,700,867 | $233,033 | $8,631iApproximate average salary by contribution assumption: employee only about $215,771 at 4% or $143,848 at 6%; with 50% employer match about $143,848 at 4% or $95,898 at 6%; with 100% employer match about $107,886 at 4% or $71,924 at 6%. |
| Berens & Tate PC 401K Profit Sharing Plan | - | 27 | $1,700,867 | $233,033 | $8,631iApproximate average salary by contribution assumption: employee only about $215,771 at 4% or $143,848 at 6%; with 50% employer match about $143,848 at 4% or $95,898 at 6%; with 100% employer match about $107,886 at 4% or $71,924 at 6%. |
| 2001 | 1 | 27 | $1,643,927 | $254,538 | $9,427iApproximate average salary by contribution assumption: employee only about $235,683 at 4% or $157,122 at 6%; with 50% employer match about $157,122 at 4% or $104,748 at 6%; with 100% employer match about $117,842 at 4% or $78,561 at 6%. |
| Berens & Tate PC 401K Profit Sharing Plan | - | 27 | $1,643,927 | $254,538 | $9,427iApproximate average salary by contribution assumption: employee only about $235,683 at 4% or $157,122 at 6%; with 50% employer match about $157,122 at 4% or $104,748 at 6%; with 100% employer match about $117,842 at 4% or $78,561 at 6%. |
| 2000 | 1 | 23 | $0 | $0 | - |
| Berens & Tate PC 401K Profit Sharing Plan | - | 23 | - | - | - |
| 1999 | 1 | 20 | $1,353,489 | $195,216 | $9,761iApproximate average salary by contribution assumption: employee only about $244,020 at 4% or $162,680 at 6%; with 50% employer match about $162,680 at 4% or $108,453 at 6%; with 100% employer match about $122,010 at 4% or $81,340 at 6%. |
| Berens & Tate PC 401K Profit Sharing Plan | - | 20 | $1,353,489 | $195,216 | $9,761iApproximate average salary by contribution assumption: employee only about $244,020 at 4% or $162,680 at 6%; with 50% employer match about $162,680 at 4% or $108,453 at 6%; with 100% employer match about $122,010 at 4% or $81,340 at 6%. |