Berkeley Citizens Inc.
Plan context: Berkeley Citizens Inc. Retirement Plan
EIN 57-0698682 • Moncks Corner, SC • 50 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
133
2024 Assets
$7,098,005
2024 Contributions
$1,093,670
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 | 2 | 133 | $7,098,005 | $1,093,670 | $8,223iApproximate average salary by contribution assumption: employee only about $205,577 at 4% or $137,051 at 6%; with 50% employer match about $137,051 at 4% or $91,368 at 6%; with 100% employer match about $102,789 at 4% or $68,526 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 132 | $7,098,005 | $1,093,670 | $8,285iApproximate average salary by contribution assumption: employee only about $207,134 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,567 at 4% or $69,045 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 133 | - | - | - |
| 2023 | 2 | 132 | $6,066,292 | $939,973 | $7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,683 at 6%; with 50% employer match about $118,683 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 132 | $6,066,292 | $939,973 | $7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,683 at 6%; with 50% employer match about $118,683 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 124 | - | - | - |
| 2022 | 2 | 130 | $5,407,483 | $1,030,888 | $7,930iApproximate average salary by contribution assumption: employee only about $198,248 at 4% or $132,165 at 6%; with 50% employer match about $132,165 at 4% or $88,110 at 6%; with 100% employer match about $99,124 at 4% or $66,083 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 130 | $5,407,483 | $1,030,888 | $7,930iApproximate average salary by contribution assumption: employee only about $198,248 at 4% or $132,165 at 6%; with 50% employer match about $132,165 at 4% or $88,110 at 6%; with 100% employer match about $99,124 at 4% or $66,083 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 130 | - | - | - |
| 2021 | 2 | 156 | $4,729,946 | $1,139,630 | $7,305iApproximate average salary by contribution assumption: employee only about $182,633 at 4% or $121,755 at 6%; with 50% employer match about $121,755 at 4% or $81,170 at 6%; with 100% employer match about $91,317 at 4% or $60,878 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 144 | $4,729,946 | $1,139,630 | $7,914iApproximate average salary by contribution assumption: employee only about $197,852 at 4% or $131,902 at 6%; with 50% employer match about $131,902 at 4% or $87,934 at 6%; with 100% employer match about $98,926 at 4% or $65,951 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 156 | - | - | - |
| 2020 | 2 | 177 | $5,152,455 | $1,067,340 | $6,030iApproximate average salary by contribution assumption: employee only about $150,754 at 4% or $100,503 at 6%; with 50% employer match about $100,503 at 4% or $67,002 at 6%; with 100% employer match about $75,377 at 4% or $50,251 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 177 | $5,152,455 | $1,067,340 | $6,030iApproximate average salary by contribution assumption: employee only about $150,754 at 4% or $100,503 at 6%; with 50% employer match about $100,503 at 4% or $67,002 at 6%; with 100% employer match about $75,377 at 4% or $50,251 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 171 | - | - | - |
| 2019 | 2 | 308 | $4,881,159 | $886,649 | $2,879iApproximate average salary by contribution assumption: employee only about $71,968 at 4% or $47,979 at 6%; with 50% employer match about $47,979 at 4% or $31,986 at 6%; with 100% employer match about $35,984 at 4% or $23,989 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 308 | $4,881,159 | $886,649 | $2,879iApproximate average salary by contribution assumption: employee only about $71,968 at 4% or $47,979 at 6%; with 50% employer match about $47,979 at 4% or $31,986 at 6%; with 100% employer match about $35,984 at 4% or $23,989 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 182 | - | - | - |
| 2018 | 2 | 327 | $6,223,272 | $898,782 | $2,749iApproximate average salary by contribution assumption: employee only about $68,714 at 4% or $45,809 at 6%; with 50% employer match about $45,809 at 4% or $30,540 at 6%; with 100% employer match about $34,357 at 4% or $22,905 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 327 | $6,223,272 | $898,782 | $2,749iApproximate average salary by contribution assumption: employee only about $68,714 at 4% or $45,809 at 6%; with 50% employer match about $45,809 at 4% or $30,540 at 6%; with 100% employer match about $34,357 at 4% or $22,905 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 160 | - | - | - |
| 2017 | 2 | 328 | $6,100,327 | $135,511 | $413iApproximate average salary by contribution assumption: employee only about $10,329 at 4% or $6,886 at 6%; with 50% employer match about $6,886 at 4% or $4,590 at 6%; with 100% employer match about $5,164 at 4% or $3,443 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 328 | $6,100,327 | $135,511 | $413iApproximate average salary by contribution assumption: employee only about $10,329 at 4% or $6,886 at 6%; with 50% employer match about $6,886 at 4% or $4,590 at 6%; with 100% employer match about $5,164 at 4% or $3,443 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 168 | - | - | - |
| 2016 | 2 | 272 | $6,162,639 | $728,976 | $2,680iApproximate average salary by contribution assumption: employee only about $67,001 at 4% or $44,668 at 6%; with 50% employer match about $44,668 at 4% or $29,778 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 272 | $6,162,639 | $728,976 | $2,680iApproximate average salary by contribution assumption: employee only about $67,001 at 4% or $44,668 at 6%; with 50% employer match about $44,668 at 4% or $29,778 at 6%; with 100% employer match about $33,501 at 4% or $22,334 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 155 | - | - | - |
| 2015 | 3 | 254 | $5,921,632 | $683,072 | $2,689iApproximate average salary by contribution assumption: employee only about $67,231 at 4% or $44,821 at 6%; with 50% employer match about $44,821 at 4% or $29,881 at 6%; with 100% employer match about $33,616 at 4% or $22,410 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 254 | $5,921,632 | $683,072 | $2,689iApproximate average salary by contribution assumption: employee only about $67,231 at 4% or $44,821 at 6%; with 50% employer match about $44,821 at 4% or $29,881 at 6%; with 100% employer match about $33,616 at 4% or $22,410 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 161 | - | - | - |
| BERKELEY CITIZENS, INC. CAFETERIA PLAN | - | 0 | - | - | - |
| 2014 | 2 | 260 | $5,601,042 | $646,273 | $2,486iApproximate average salary by contribution assumption: employee only about $62,142 at 4% or $41,428 at 6%; with 50% employer match about $41,428 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 260 | $5,601,042 | $646,273 | $2,486iApproximate average salary by contribution assumption: employee only about $62,142 at 4% or $41,428 at 6%; with 50% employer match about $41,428 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 163 | - | - | - |
| 2013 | 2 | 256 | $5,231,516 | $503,212 | $1,966iApproximate average salary by contribution assumption: employee only about $49,142 at 4% or $32,761 at 6%; with 50% employer match about $32,761 at 4% or $21,841 at 6%; with 100% employer match about $24,571 at 4% or $16,381 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 256 | $5,231,516 | $503,212 | $1,966iApproximate average salary by contribution assumption: employee only about $49,142 at 4% or $32,761 at 6%; with 50% employer match about $32,761 at 4% or $21,841 at 6%; with 100% employer match about $24,571 at 4% or $16,381 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 162 | - | - | - |
| 2012 | 1 | 155 | $0 | $0 | - |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 155 | - | - | - |
| 2011 | 2 | 237 | $3,748,693 | $420,240 | $1,773iApproximate average salary by contribution assumption: employee only about $44,329 at 4% or $29,553 at 6%; with 50% employer match about $29,553 at 4% or $19,702 at 6%; with 100% employer match about $22,165 at 4% or $14,776 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 237 | $3,748,693 | $420,240 | $1,773iApproximate average salary by contribution assumption: employee only about $44,329 at 4% or $29,553 at 6%; with 50% employer match about $29,553 at 4% or $19,702 at 6%; with 100% employer match about $22,165 at 4% or $14,776 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 155 | - | - | - |
| 2010 | 2 | 240 | $3,627,191 | $449,954 | $1,875iApproximate average salary by contribution assumption: employee only about $46,870 at 4% or $31,247 at 6%; with 50% employer match about $31,247 at 4% or $20,831 at 6%; with 100% employer match about $23,435 at 4% or $15,623 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 240 | $3,627,191 | $449,954 | $1,875iApproximate average salary by contribution assumption: employee only about $46,870 at 4% or $31,247 at 6%; with 50% employer match about $31,247 at 4% or $20,831 at 6%; with 100% employer match about $23,435 at 4% or $15,623 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 165 | - | - | - |
| 2009 | 2 | 224 | $2,911,527 | $456,984 | $2,040iApproximate average salary by contribution assumption: employee only about $51,003 at 4% or $34,002 at 6%; with 50% employer match about $34,002 at 4% or $22,668 at 6%; with 100% employer match about $25,501 at 4% or $17,001 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 224 | $2,911,527 | $456,984 | $2,040iApproximate average salary by contribution assumption: employee only about $51,003 at 4% or $34,002 at 6%; with 50% employer match about $34,002 at 4% or $22,668 at 6%; with 100% employer match about $25,501 at 4% or $17,001 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 169 | - | - | - |
| 2008 | 2 | 192 | $2,392,468 | $429,038 | $2,235iApproximate average salary by contribution assumption: employee only about $55,864 at 4% or $37,243 at 6%; with 50% employer match about $37,243 at 4% or $24,829 at 6%; with 100% employer match about $27,932 at 4% or $18,621 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 192 | $2,392,468 | $429,038 | $2,235iApproximate average salary by contribution assumption: employee only about $55,864 at 4% or $37,243 at 6%; with 50% employer match about $37,243 at 4% or $24,829 at 6%; with 100% employer match about $27,932 at 4% or $18,621 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 172 | - | - | - |
| 2007 | 2 | 186 | $0 | $0 | - |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 161 | - | - | - |
| Berkeley Citizens Inc. Retirement Plan | - | 186 | - | - | - |
| 2006 | 2 | 182 | $0 | $0 | - |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 155 | - | - | - |
| Berkeley Citizens Inc. Retirement Plan | - | 182 | - | - | - |
| 2005 | 2 | 207 | $0 | $0 | - |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 139 | - | - | - |
| Berkeley Citizens Inc. Retirement Plan | - | 207 | - | - | - |
| 2004 | 2 | 179 | $1,854,357 | $229,515 | $1,282iApproximate average salary by contribution assumption: employee only about $32,055 at 4% or $21,370 at 6%; with 50% employer match about $21,370 at 4% or $14,247 at 6%; with 100% employer match about $16,028 at 4% or $10,685 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 179 | $1,854,357 | $229,515 | $1,282iApproximate average salary by contribution assumption: employee only about $32,055 at 4% or $21,370 at 6%; with 50% employer match about $21,370 at 4% or $14,247 at 6%; with 100% employer match about $16,028 at 4% or $10,685 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 134 | - | - | - |
| 2003 | 2 | 185 | $1,714,427 | $216,636 | $1,171iApproximate average salary by contribution assumption: employee only about $29,275 at 4% or $19,517 at 6%; with 50% employer match about $19,517 at 4% or $13,011 at 6%; with 100% employer match about $14,638 at 4% or $9,758 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 185 | $1,714,427 | $216,636 | $1,171iApproximate average salary by contribution assumption: employee only about $29,275 at 4% or $19,517 at 6%; with 50% employer match about $19,517 at 4% or $13,011 at 6%; with 100% employer match about $14,638 at 4% or $9,758 at 6%. |
| Berkeley Citizens Inc. Employee Benefits Plan | - | 141 | - | - | - |
| 2002 | 2 | 194 | $0 | $0 | - |
| BERKELEY CITIZENS, INC CAFETERIA PLAN | - | 182 | - | - | - |
| Berkeley Citizens Inc. Retirement Plan | - | 194 | - | - | - |
| 2001 | 2 | 205 | $1,346,893 | $246,413 | $1,202iApproximate average salary by contribution assumption: employee only about $30,050 at 4% or $20,034 at 6%; with 50% employer match about $20,034 at 4% or $13,356 at 6%; with 100% employer match about $15,025 at 4% or $10,017 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 205 | $1,346,893 | $246,413 | $1,202iApproximate average salary by contribution assumption: employee only about $30,050 at 4% or $20,034 at 6%; with 50% employer match about $20,034 at 4% or $13,356 at 6%; with 100% employer match about $15,025 at 4% or $10,017 at 6%. |
| BERKELEY CITIZENS, INC CAFETERIA PLAN | - | 165 | - | - | - |
| 2000 | 1 | 194 | $1,286,793 | $331,509 | $1,709iApproximate average salary by contribution assumption: employee only about $42,720 at 4% or $28,480 at 6%; with 50% employer match about $28,480 at 4% or $18,987 at 6%; with 100% employer match about $21,360 at 4% or $14,240 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 194 | $1,286,793 | $331,509 | $1,709iApproximate average salary by contribution assumption: employee only about $42,720 at 4% or $28,480 at 6%; with 50% employer match about $28,480 at 4% or $18,987 at 6%; with 100% employer match about $21,360 at 4% or $14,240 at 6%. |
| 1999 | 1 | 168 | $1,142,570 | $292,085 | $1,739iApproximate average salary by contribution assumption: employee only about $43,465 at 4% or $28,977 at 6%; with 50% employer match about $28,977 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,488 at 6%. |
| Berkeley Citizens Inc. Retirement Plan | - | 168 | $1,142,570 | $292,085 | $1,739iApproximate average salary by contribution assumption: employee only about $43,465 at 4% or $28,977 at 6%; with 50% employer match about $28,977 at 4% or $19,318 at 6%; with 100% employer match about $21,733 at 4% or $14,488 at 6%. |