Berens-Tate Consulting Group Inc.
Plan context: Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan
EIN 47-0731211 • Omaha, NE • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,933,785
2024 Contributions
$91,654
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 | 3 | $3,933,785 | $91,654 | $30,551iApproximate average salary by contribution assumption: employee only about $763,783 at 4% or $509,189 at 6%; with 50% employer match about $509,189 at 4% or $339,459 at 6%; with 100% employer match about $381,892 at 4% or $254,594 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $3,933,785 | $91,654 | $30,551iApproximate average salary by contribution assumption: employee only about $763,783 at 4% or $509,189 at 6%; with 50% employer match about $509,189 at 4% or $339,459 at 6%; with 100% employer match about $381,892 at 4% or $254,594 at 6%. |
| 2023 | 1 | 3 | $3,372,438 | $87,600 | $29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $3,372,438 | $87,600 | $29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%. |
| 2022 | 1 | 3 | $2,863,211 | $80,800 | $26,933iApproximate average salary by contribution assumption: employee only about $673,333 at 4% or $448,889 at 6%; with 50% employer match about $448,889 at 4% or $299,259 at 6%; with 100% employer match about $336,667 at 4% or $224,444 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $2,863,211 | $80,800 | $26,933iApproximate average salary by contribution assumption: employee only about $673,333 at 4% or $448,889 at 6%; with 50% employer match about $448,889 at 4% or $299,259 at 6%; with 100% employer match about $336,667 at 4% or $224,444 at 6%. |
| 2021 | 1 | 3 | $3,110,006 | $78,525 | $26,175iApproximate average salary by contribution assumption: employee only about $654,375 at 4% or $436,250 at 6%; with 50% employer match about $436,250 at 4% or $290,833 at 6%; with 100% employer match about $327,188 at 4% or $218,125 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $3,110,006 | $78,525 | $26,175iApproximate average salary by contribution assumption: employee only about $654,375 at 4% or $436,250 at 6%; with 50% employer match about $436,250 at 4% or $290,833 at 6%; with 100% employer match about $327,188 at 4% or $218,125 at 6%. |
| 2020 | 1 | 3 | $2,880,181 | $77,310 | $25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $2,880,181 | $77,310 | $25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%. |
| 2019 | 1 | 3 | $2,825,741 | $71,660 | $23,887iApproximate average salary by contribution assumption: employee only about $597,167 at 4% or $398,111 at 6%; with 50% employer match about $398,111 at 4% or $265,407 at 6%; with 100% employer match about $298,583 at 4% or $199,056 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $2,825,741 | $71,660 | $23,887iApproximate average salary by contribution assumption: employee only about $597,167 at 4% or $398,111 at 6%; with 50% employer match about $398,111 at 4% or $265,407 at 6%; with 100% employer match about $298,583 at 4% or $199,056 at 6%. |
| 2018 | 1 | 3 | $2,136,210 | $79,480 | $26,493iApproximate average salary by contribution assumption: employee only about $662,333 at 4% or $441,556 at 6%; with 50% employer match about $441,556 at 4% or $294,370 at 6%; with 100% employer match about $331,167 at 4% or $220,778 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $2,136,210 | $79,480 | $26,493iApproximate average salary by contribution assumption: employee only about $662,333 at 4% or $441,556 at 6%; with 50% employer match about $441,556 at 4% or $294,370 at 6%; with 100% employer match about $331,167 at 4% or $220,778 at 6%. |
| 2017 | 1 | 4 | $2,562,888 | $87,909 | $21,977iApproximate average salary by contribution assumption: employee only about $549,431 at 4% or $366,288 at 6%; with 50% employer match about $366,288 at 4% or $244,192 at 6%; with 100% employer match about $274,716 at 4% or $183,144 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $2,562,888 | $87,909 | $21,977iApproximate average salary by contribution assumption: employee only about $549,431 at 4% or $366,288 at 6%; with 50% employer match about $366,288 at 4% or $244,192 at 6%; with 100% employer match about $274,716 at 4% or $183,144 at 6%. |
| 2016 | 1 | 4 | $2,043,884 | $83,040 | $20,760iApproximate average salary by contribution assumption: employee only about $519,000 at 4% or $346,000 at 6%; with 50% employer match about $346,000 at 4% or $230,667 at 6%; with 100% employer match about $259,500 at 4% or $173,000 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $2,043,884 | $83,040 | $20,760iApproximate average salary by contribution assumption: employee only about $519,000 at 4% or $346,000 at 6%; with 50% employer match about $346,000 at 4% or $230,667 at 6%; with 100% employer match about $259,500 at 4% or $173,000 at 6%. |
| 2015 | 1 | 4 | $1,750,053 | $109,648 | $27,412iApproximate average salary by contribution assumption: employee only about $685,300 at 4% or $456,867 at 6%; with 50% employer match about $456,867 at 4% or $304,578 at 6%; with 100% employer match about $342,650 at 4% or $228,433 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $1,750,053 | $109,648 | $27,412iApproximate average salary by contribution assumption: employee only about $685,300 at 4% or $456,867 at 6%; with 50% employer match about $456,867 at 4% or $304,578 at 6%; with 100% employer match about $342,650 at 4% or $228,433 at 6%. |
| 2014 | 1 | 4 | $1,660,320 | $73,630 | $18,408iApproximate average salary by contribution assumption: employee only about $460,188 at 4% or $306,792 at 6%; with 50% employer match about $306,792 at 4% or $204,528 at 6%; with 100% employer match about $230,094 at 4% or $153,396 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $1,660,320 | $73,630 | $18,408iApproximate average salary by contribution assumption: employee only about $460,188 at 4% or $306,792 at 6%; with 50% employer match about $306,792 at 4% or $204,528 at 6%; with 100% employer match about $230,094 at 4% or $153,396 at 6%. |
| 2013 | 1 | 4 | $1,450,443 | $73,942 | $18,486iApproximate average salary by contribution assumption: employee only about $462,138 at 4% or $308,092 at 6%; with 50% employer match about $308,092 at 4% or $205,394 at 6%; with 100% employer match about $231,069 at 4% or $154,046 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $1,450,443 | $73,942 | $18,486iApproximate average salary by contribution assumption: employee only about $462,138 at 4% or $308,092 at 6%; with 50% employer match about $308,092 at 4% or $205,394 at 6%; with 100% employer match about $231,069 at 4% or $154,046 at 6%. |
| 2012 | 1 | 4 | $1,060,048 | $76,490 | $19,123iApproximate average salary by contribution assumption: employee only about $478,063 at 4% or $318,708 at 6%; with 50% employer match about $318,708 at 4% or $212,472 at 6%; with 100% employer match about $239,031 at 4% or $159,354 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $1,060,048 | $76,490 | $19,123iApproximate average salary by contribution assumption: employee only about $478,063 at 4% or $318,708 at 6%; with 50% employer match about $318,708 at 4% or $212,472 at 6%; with 100% employer match about $239,031 at 4% or $159,354 at 6%. |
| 2011 | 1 | 4 | $847,710 | $64,905 | $16,226iApproximate average salary by contribution assumption: employee only about $405,656 at 4% or $270,438 at 6%; with 50% employer match about $270,438 at 4% or $180,292 at 6%; with 100% employer match about $202,828 at 4% or $135,219 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $847,710 | $64,905 | $16,226iApproximate average salary by contribution assumption: employee only about $405,656 at 4% or $270,438 at 6%; with 50% employer match about $270,438 at 4% or $180,292 at 6%; with 100% employer match about $202,828 at 4% or $135,219 at 6%. |
| 2010 | 1 | 4 | $810,242 | $62,795 | $15,699iApproximate average salary by contribution assumption: employee only about $392,469 at 4% or $261,646 at 6%; with 50% employer match about $261,646 at 4% or $174,431 at 6%; with 100% employer match about $196,234 at 4% or $130,823 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $810,242 | $62,795 | $15,699iApproximate average salary by contribution assumption: employee only about $392,469 at 4% or $261,646 at 6%; with 50% employer match about $261,646 at 4% or $174,431 at 6%; with 100% employer match about $196,234 at 4% or $130,823 at 6%. |
| 2009 | 1 | 4 | $636,726 | $61,600 | $15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $636,726 | $61,600 | $15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%. |
| 2008 | 1 | 4 | $422,469 | $58,246 | $14,562iApproximate average salary by contribution assumption: employee only about $364,038 at 4% or $242,692 at 6%; with 50% employer match about $242,692 at 4% or $161,794 at 6%; with 100% employer match about $182,019 at 4% or $121,346 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $422,469 | $58,246 | $14,562iApproximate average salary by contribution assumption: employee only about $364,038 at 4% or $242,692 at 6%; with 50% employer match about $242,692 at 4% or $161,794 at 6%; with 100% employer match about $182,019 at 4% or $121,346 at 6%. |
| 2007 | 1 | 4 | $630,450 | $55,417 | $13,854iApproximate average salary by contribution assumption: employee only about $346,356 at 4% or $230,904 at 6%; with 50% employer match about $230,904 at 4% or $153,936 at 6%; with 100% employer match about $173,178 at 4% or $115,452 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $630,450 | $55,417 | $13,854iApproximate average salary by contribution assumption: employee only about $346,356 at 4% or $230,904 at 6%; with 50% employer match about $230,904 at 4% or $153,936 at 6%; with 100% employer match about $173,178 at 4% or $115,452 at 6%. |
| 2006 | 1 | 4 | $540,119 | $50,385 | $12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,938 at 6%; with 50% employer match about $209,938 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 4 | $540,119 | $50,385 | $12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,938 at 6%; with 50% employer match about $209,938 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%. |
| 2005 | 1 | 3 | $403,418 | $44,820 | $14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $403,418 | $44,820 | $14,940iApproximate average salary by contribution assumption: employee only about $373,500 at 4% or $249,000 at 6%; with 50% employer match about $249,000 at 4% or $166,000 at 6%; with 100% employer match about $186,750 at 4% or $124,500 at 6%. |
| 2004 | 1 | 3 | $325,171 | $41,146 | $13,715iApproximate average salary by contribution assumption: employee only about $342,883 at 4% or $228,589 at 6%; with 50% employer match about $228,589 at 4% or $152,393 at 6%; with 100% employer match about $171,442 at 4% or $114,294 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $325,171 | $41,146 | $13,715iApproximate average salary by contribution assumption: employee only about $342,883 at 4% or $228,589 at 6%; with 50% employer match about $228,589 at 4% or $152,393 at 6%; with 100% employer match about $171,442 at 4% or $114,294 at 6%. |
| 2003 | 1 | 3 | $245,829 | $38,426 | $12,809iApproximate average salary by contribution assumption: employee only about $320,217 at 4% or $213,478 at 6%; with 50% employer match about $213,478 at 4% or $142,319 at 6%; with 100% employer match about $160,108 at 4% or $106,739 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $245,829 | $38,426 | $12,809iApproximate average salary by contribution assumption: employee only about $320,217 at 4% or $213,478 at 6%; with 50% employer match about $213,478 at 4% or $142,319 at 6%; with 100% employer match about $160,108 at 4% or $106,739 at 6%. |
| 2002 | 1 | 3 | $148,435 | $35,920 | $11,973iApproximate average salary by contribution assumption: employee only about $299,333 at 4% or $199,556 at 6%; with 50% employer match about $199,556 at 4% or $133,037 at 6%; with 100% employer match about $149,667 at 4% or $99,778 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $148,435 | $35,920 | $11,973iApproximate average salary by contribution assumption: employee only about $299,333 at 4% or $199,556 at 6%; with 50% employer match about $199,556 at 4% or $133,037 at 6%; with 100% employer match about $149,667 at 4% or $99,778 at 6%. |
| 2001 | 1 | 3 | $144,123 | $31,981 | $10,660iApproximate average salary by contribution assumption: employee only about $266,508 at 4% or $177,672 at 6%; with 50% employer match about $177,672 at 4% or $118,448 at 6%; with 100% employer match about $133,254 at 4% or $88,836 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 3 | $144,123 | $31,981 | $10,660iApproximate average salary by contribution assumption: employee only about $266,508 at 4% or $177,672 at 6%; with 50% employer match about $177,672 at 4% or $118,448 at 6%; with 100% employer match about $133,254 at 4% or $88,836 at 6%. |
| 2000 | 1 | 2 | $131,183 | $19,345 | $9,673iApproximate average salary by contribution assumption: employee only about $241,813 at 4% or $161,208 at 6%; with 50% employer match about $161,208 at 4% or $107,472 at 6%; with 100% employer match about $120,906 at 4% or $80,604 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 2 | $131,183 | $19,345 | $9,673iApproximate average salary by contribution assumption: employee only about $241,813 at 4% or $161,208 at 6%; with 50% employer match about $161,208 at 4% or $107,472 at 6%; with 100% employer match about $120,906 at 4% or $80,604 at 6%. |
| 1999 | 1 | 2 | $120,076 | $18,120 | $9,060iApproximate average salary by contribution assumption: employee only about $226,500 at 4% or $151,000 at 6%; with 50% employer match about $151,000 at 4% or $100,667 at 6%; with 100% employer match about $113,250 at 4% or $75,500 at 6%. |
| Berens-Tate Consulting Group Inc. Safe Harbor 401K Plan | - | 2 | $120,076 | $18,120 | $9,060iApproximate average salary by contribution assumption: employee only about $226,500 at 4% or $151,000 at 6%; with 50% employer match about $151,000 at 4% or $100,667 at 6%; with 100% employer match about $113,250 at 4% or $75,500 at 6%. |