Civic Intelligence

Max N. Berry

Plan context: Max N. Berry Self Employed Retirement Plan

EIN 52-1238398 • Washington, DC • 17 filings • 3 plans

3213 O Street NWWashington, DC 20007
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,160,373

2015 Contributions

$339

Historical Graphs

Total Assets Over Time

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

$1,160,373$580,187$0199920092014YearValue
$1,160,373Latest year 2014

Participants Over Time

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

210199920072014YearValue
2Latest year 2014

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
201510$0$0-
Max N. Berry Self Employed Retirement Plan-0$0--
201412$1,160,373$0-
Max N. Berry Self Employed Retirement Plan-2$1,160,373--
201312$630,032$0-
Max N. Berry Self Employed Retirement Plan-2$630,032--
201212$719,571$0-
Max N. Berry Self Employed Retirement Plan-2$719,571--
201112$711,897$0-
Max N. Berry Self Employed Retirement Plan-2$711,897--
201012$713,125$339$170iApproximate average salary by contribution assumption: employee only about $4,238 at 4% or $2,825 at 6%; with 50% employer match about $2,825 at 4% or $1,883 at 6%; with 100% employer match about $2,119 at 4% or $1,413 at 6%.
Max N. Berry Self Employed Retirement Plan-2$713,125$339$170iApproximate average salary by contribution assumption: employee only about $4,238 at 4% or $2,825 at 6%; with 50% employer match about $2,825 at 4% or $1,883 at 6%; with 100% employer match about $2,119 at 4% or $1,413 at 6%.
200912$762,697$64$32iApproximate average salary by contribution assumption: employee only about $800 at 4% or $533 at 6%; with 50% employer match about $533 at 4% or $356 at 6%; with 100% employer match about $400 at 4% or $267 at 6%.
Max N. Berry Self Employed Retirement Plan-2$762,697$64$32iApproximate average salary by contribution assumption: employee only about $800 at 4% or $533 at 6%; with 50% employer match about $533 at 4% or $356 at 6%; with 100% employer match about $400 at 4% or $267 at 6%.
200812$750,472$355$178iApproximate average salary by contribution assumption: employee only about $4,438 at 4% or $2,958 at 6%; with 50% employer match about $2,958 at 4% or $1,972 at 6%; with 100% employer match about $2,219 at 4% or $1,479 at 6%.
Max N. Berry Self Employed Retirement Plan-2$750,472$355$178iApproximate average salary by contribution assumption: employee only about $4,438 at 4% or $2,958 at 6%; with 50% employer match about $2,958 at 4% or $1,972 at 6%; with 100% employer match about $2,219 at 4% or $1,479 at 6%.
200712$0$0-
Max N. Berry Self Employed Retirement Plan-2---
200612$740,441$1,736$868iApproximate average salary by contribution assumption: employee only about $21,700 at 4% or $14,467 at 6%; with 50% employer match about $14,467 at 4% or $9,644 at 6%; with 100% employer match about $10,850 at 4% or $7,233 at 6%.
Max N. Berry Self Employed Retirement Plan-2$740,441$1,736$868iApproximate average salary by contribution assumption: employee only about $21,700 at 4% or $14,467 at 6%; with 50% employer match about $14,467 at 4% or $9,644 at 6%; with 100% employer match about $10,850 at 4% or $7,233 at 6%.
200512$741,658$4,209$2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,075 at 6%; with 50% employer match about $35,075 at 4% or $23,383 at 6%; with 100% employer match about $26,306 at 4% or $17,538 at 6%.
Max N. Berry Self Employed Retirement Plan-2$741,658$4,209$2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,075 at 6%; with 50% employer match about $35,075 at 4% or $23,383 at 6%; with 100% employer match about $26,306 at 4% or $17,538 at 6%.
200412$725,818$5,375$2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%.
Max N. Berry Self Employed Retirement Plan-2$725,818$5,375$2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%.
200312$0$0-
Max N. Berry Self Employed Retirement Plan-2---
200212$678,734$5,115$2,558iApproximate average salary by contribution assumption: employee only about $63,938 at 4% or $42,625 at 6%; with 50% employer match about $42,625 at 4% or $28,417 at 6%; with 100% employer match about $31,969 at 4% or $21,313 at 6%.
Max N. Berry Self Employed Retirement Plan-2$678,734$5,115$2,558iApproximate average salary by contribution assumption: employee only about $63,938 at 4% or $42,625 at 6%; with 50% employer match about $42,625 at 4% or $28,417 at 6%; with 100% employer match about $31,969 at 4% or $21,313 at 6%.
200112$0$0-
Max N. Berry Self Employed Retirement Plan-2---
200012$0$0-
Max N. Berry Self Employed Retirement Plan-2---
199912$567,361$0-
Max N. Berry Self Employed Retirement Plan-2$567,361--