BERKELEY FEDERAL BANK & TRUST FSB
Plan context: Berkeley Federal Savings Bank Employees Retirement Plan
EIN 51-0035452 • West Palm Beach, FL • 24 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
68
2022 Assets
$1,165,518
2022 Contributions
$101,644
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 68 | $1,165,518 | $101,644 | $1,495iApproximate average salary by contribution assumption: employee only about $37,369 at 4% or $24,913 at 6%; with 50% employer match about $24,913 at 4% or $16,608 at 6%; with 100% employer match about $18,685 at 4% or $12,456 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 68 | $1,165,518 | $101,644 | $1,495iApproximate average salary by contribution assumption: employee only about $37,369 at 4% or $24,913 at 6%; with 50% employer match about $24,913 at 4% or $16,608 at 6%; with 100% employer match about $18,685 at 4% or $12,456 at 6%. |
| 2021 | 1 | 72 | $1,469,600 | $146,128 | $2,030iApproximate average salary by contribution assumption: employee only about $50,739 at 4% or $33,826 at 6%; with 50% employer match about $33,826 at 4% or $22,551 at 6%; with 100% employer match about $25,369 at 4% or $16,913 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 72 | $1,469,600 | $146,128 | $2,030iApproximate average salary by contribution assumption: employee only about $50,739 at 4% or $33,826 at 6%; with 50% employer match about $33,826 at 4% or $22,551 at 6%; with 100% employer match about $25,369 at 4% or $16,913 at 6%. |
| 2020 | 1 | 0 | $1,271,141 | $613,057 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 0 | $1,271,141 | $613,057 | - |
| 2019 | 1 | 0 | $1,599,443 | $211,712 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 0 | $1,599,443 | $211,712 | - |
| 2018 | 1 | 0 | $1,521,649 | $155,885 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 0 | $1,521,649 | $155,885 | - |
| 2017 | 1 | 1 | $1,513,526 | $164,508 | $164,508iApproximate average salary by contribution assumption: employee only about $4,112,700 at 4% or $2,741,800 at 6%; with 50% employer match about $2,741,800 at 4% or $1,827,867 at 6%; with 100% employer match about $2,056,350 at 4% or $1,370,900 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,513,526 | $164,508 | $164,508iApproximate average salary by contribution assumption: employee only about $4,112,700 at 4% or $2,741,800 at 6%; with 50% employer match about $2,741,800 at 4% or $1,827,867 at 6%; with 100% employer match about $2,056,350 at 4% or $1,370,900 at 6%. |
| 2016 | 1 | 1 | $1,543,466 | $137,091 | $137,091iApproximate average salary by contribution assumption: employee only about $3,427,275 at 4% or $2,284,850 at 6%; with 50% employer match about $2,284,850 at 4% or $1,523,233 at 6%; with 100% employer match about $1,713,638 at 4% or $1,142,425 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,543,466 | $137,091 | $137,091iApproximate average salary by contribution assumption: employee only about $3,427,275 at 4% or $2,284,850 at 6%; with 50% employer match about $2,284,850 at 4% or $1,523,233 at 6%; with 100% employer match about $1,713,638 at 4% or $1,142,425 at 6%. |
| 2015 | 1 | 1 | $1,475,404 | $131,788 | $131,788iApproximate average salary by contribution assumption: employee only about $3,294,700 at 4% or $2,196,467 at 6%; with 50% employer match about $2,196,467 at 4% or $1,464,311 at 6%; with 100% employer match about $1,647,350 at 4% or $1,098,233 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,475,404 | $131,788 | $131,788iApproximate average salary by contribution assumption: employee only about $3,294,700 at 4% or $2,196,467 at 6%; with 50% employer match about $2,196,467 at 4% or $1,464,311 at 6%; with 100% employer match about $1,647,350 at 4% or $1,098,233 at 6%. |
| 2014 | 1 | 1 | $1,404,725 | $93,600 | $93,600iApproximate average salary by contribution assumption: employee only about $2,340,000 at 4% or $1,560,000 at 6%; with 50% employer match about $1,560,000 at 4% or $1,040,000 at 6%; with 100% employer match about $1,170,000 at 4% or $780,000 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,404,725 | $93,600 | $93,600iApproximate average salary by contribution assumption: employee only about $2,340,000 at 4% or $1,560,000 at 6%; with 50% employer match about $1,560,000 at 4% or $1,040,000 at 6%; with 100% employer match about $1,170,000 at 4% or $780,000 at 6%. |
| 2013 | 1 | 1 | $1,438,417 | $73,794 | $73,794iApproximate average salary by contribution assumption: employee only about $1,844,850 at 4% or $1,229,900 at 6%; with 50% employer match about $1,229,900 at 4% or $819,933 at 6%; with 100% employer match about $922,425 at 4% or $614,950 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,438,417 | $73,794 | $73,794iApproximate average salary by contribution assumption: employee only about $1,844,850 at 4% or $1,229,900 at 6%; with 50% employer match about $1,229,900 at 4% or $819,933 at 6%; with 100% employer match about $922,425 at 4% or $614,950 at 6%. |
| 2012 | 1 | 1 | $1,516,388 | $9,574 | $9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,516,388 | $9,574 | $9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%. |
| 2011 | 1 | 1 | $1,714,704 | $39,405 | $39,405iApproximate average salary by contribution assumption: employee only about $985,125 at 4% or $656,750 at 6%; with 50% employer match about $656,750 at 4% or $437,833 at 6%; with 100% employer match about $492,563 at 4% or $328,375 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,714,704 | $39,405 | $39,405iApproximate average salary by contribution assumption: employee only about $985,125 at 4% or $656,750 at 6%; with 50% employer match about $656,750 at 4% or $437,833 at 6%; with 100% employer match about $492,563 at 4% or $328,375 at 6%. |
| 2010 | 1 | 1 | $1,705,987 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,705,987 | - | - |
| 2009 | 1 | 1 | $1,831,459 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,831,459 | - | - |
| 2008 | 1 | 1 | $1,902,562 | $20,138 | $20,138iApproximate average salary by contribution assumption: employee only about $503,450 at 4% or $335,633 at 6%; with 50% employer match about $335,633 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,902,562 | $20,138 | $20,138iApproximate average salary by contribution assumption: employee only about $503,450 at 4% or $335,633 at 6%; with 50% employer match about $335,633 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%. |
| 2007 | 1 | 1 | $1,944,942 | $56,532 | $56,532iApproximate average salary by contribution assumption: employee only about $1,413,300 at 4% or $942,200 at 6%; with 50% employer match about $942,200 at 4% or $628,133 at 6%; with 100% employer match about $706,650 at 4% or $471,100 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,944,942 | $56,532 | $56,532iApproximate average salary by contribution assumption: employee only about $1,413,300 at 4% or $942,200 at 6%; with 50% employer match about $942,200 at 4% or $628,133 at 6%; with 100% employer match about $706,650 at 4% or $471,100 at 6%. |
| 2006 | 1 | 1 | $1,889,324 | $74,513 | $74,513iApproximate average salary by contribution assumption: employee only about $1,862,825 at 4% or $1,241,883 at 6%; with 50% employer match about $1,241,883 at 4% or $827,922 at 6%; with 100% employer match about $931,413 at 4% or $620,942 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,889,324 | $74,513 | $74,513iApproximate average salary by contribution assumption: employee only about $1,862,825 at 4% or $1,241,883 at 6%; with 50% employer match about $1,241,883 at 4% or $827,922 at 6%; with 100% employer match about $931,413 at 4% or $620,942 at 6%. |
| 2005 | 1 | 1 | $1,806,549 | $68,557 | $68,557iApproximate average salary by contribution assumption: employee only about $1,713,925 at 4% or $1,142,617 at 6%; with 50% employer match about $1,142,617 at 4% or $761,744 at 6%; with 100% employer match about $856,963 at 4% or $571,308 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,806,549 | $68,557 | $68,557iApproximate average salary by contribution assumption: employee only about $1,713,925 at 4% or $1,142,617 at 6%; with 50% employer match about $1,142,617 at 4% or $761,744 at 6%; with 100% employer match about $856,963 at 4% or $571,308 at 6%. |
| 2004 | 1 | 1 | $1,798,545 | $52,230 | $52,230iApproximate average salary by contribution assumption: employee only about $1,305,750 at 4% or $870,500 at 6%; with 50% employer match about $870,500 at 4% or $580,333 at 6%; with 100% employer match about $652,875 at 4% or $435,250 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 1 | $1,798,545 | $52,230 | $52,230iApproximate average salary by contribution assumption: employee only about $1,305,750 at 4% or $870,500 at 6%; with 50% employer match about $870,500 at 4% or $580,333 at 6%; with 100% employer match about $652,875 at 4% or $435,250 at 6%. |
| 2003 | 1 | 2 | $1,840,915 | $36,944 | $18,472iApproximate average salary by contribution assumption: employee only about $461,800 at 4% or $307,867 at 6%; with 50% employer match about $307,867 at 4% or $205,244 at 6%; with 100% employer match about $230,900 at 4% or $153,933 at 6%. |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 2 | $1,840,915 | $36,944 | $18,472iApproximate average salary by contribution assumption: employee only about $461,800 at 4% or $307,867 at 6%; with 50% employer match about $307,867 at 4% or $205,244 at 6%; with 100% employer match about $230,900 at 4% or $153,933 at 6%. |
| 2002 | 1 | 2 | $1,865,620 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 2 | $1,865,620 | - | - |
| 2001 | 1 | 3 | $1,862,724 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 3 | $1,862,724 | - | - |
| 2000 | 1 | 3 | $1,989,933 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 3 | $1,989,933 | - | - |
| 1999 | 1 | 3 | $1,984,257 | $0 | - |
| Berkeley Federal Savings Bank Employees Retirement Plan | - | 3 | $1,984,257 | - | - |