James T Bernhardt
Plan context: BERNHARDT INSURANCE AGENCY, INC. PROFIT SHARING PLAN
EIN 59-1232508 • 10 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
6
2008 Assets
$398,824
2008 Contributions
$11,508
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 6 | $398,824 | $11,508 | $1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%. |
| BERNHARDT INSURANCE AGENCY, INC. PROFIT SHARING PLAN | - | 6 | $398,824 | $11,508 | $1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| BERNHARDT INSURANCE AGENCY, INC. PROFIT SHARING PLAN | - | 6 | - | - | - |
| 2005 | 1 | 4 | $1,482,712 | $54,137 | $13,534iApproximate average salary by contribution assumption: employee only about $338,356 at 4% or $225,571 at 6%; with 50% employer match about $225,571 at 4% or $150,381 at 6%; with 100% employer match about $169,178 at 4% or $112,785 at 6%. |
| BERNHARDT INSURANCE AGENCY, INC. PROFIT SHARING PLAN | - | 4 | $1,482,712 | $54,137 | $13,534iApproximate average salary by contribution assumption: employee only about $338,356 at 4% or $225,571 at 6%; with 50% employer match about $225,571 at 4% or $150,381 at 6%; with 100% employer match about $169,178 at 4% or $112,785 at 6%. |
| 2004 | 1 | 6 | $1,378,499 | $75,793 | $12,632iApproximate average salary by contribution assumption: employee only about $315,804 at 4% or $210,536 at 6%; with 50% employer match about $210,536 at 4% or $140,357 at 6%; with 100% employer match about $157,902 at 4% or $105,268 at 6%. |
| JAMES T. BERNHARDT PROFIT SHARING PLAN | - | 6 | $1,378,499 | $75,793 | $12,632iApproximate average salary by contribution assumption: employee only about $315,804 at 4% or $210,536 at 6%; with 50% employer match about $210,536 at 4% or $140,357 at 6%; with 100% employer match about $157,902 at 4% or $105,268 at 6%. |
| 2003 | 1 | 5 | $1,235,773 | $75,517 | $15,103iApproximate average salary by contribution assumption: employee only about $377,585 at 4% or $251,723 at 6%; with 50% employer match about $251,723 at 4% or $167,816 at 6%; with 100% employer match about $188,793 at 4% or $125,862 at 6%. |
| JAMES T. BERNHARDT PROFIT SHARING PLAN | - | 5 | $1,235,773 | $75,517 | $15,103iApproximate average salary by contribution assumption: employee only about $377,585 at 4% or $251,723 at 6%; with 50% employer match about $251,723 at 4% or $167,816 at 6%; with 100% employer match about $188,793 at 4% or $125,862 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| James T Bernhardt Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 5 | $0 | $54,741 | $10,948iApproximate average salary by contribution assumption: employee only about $273,705 at 4% or $182,470 at 6%; with 50% employer match about $182,470 at 4% or $121,647 at 6%; with 100% employer match about $136,853 at 4% or $91,235 at 6%. |
| James T Bernhardt Money Purchase Plan | - | 5 | - | $16,545 | $3,309iApproximate average salary by contribution assumption: employee only about $82,725 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%. |
| JAMES T. BERNHARDT PROFIT SHARING PLAN | - | 5 | - | $38,196 | $7,639iApproximate average salary by contribution assumption: employee only about $190,980 at 4% or $127,320 at 6%; with 50% employer match about $127,320 at 4% or $84,880 at 6%; with 100% employer match about $95,490 at 4% or $63,660 at 6%. |
| 2000 | 2 | 4 | $340 | $33,328 | $8,332iApproximate average salary by contribution assumption: employee only about $208,300 at 4% or $138,867 at 6%; with 50% employer match about $138,867 at 4% or $92,578 at 6%; with 100% employer match about $104,150 at 4% or $69,433 at 6%. |
| JAMES T. BERNHARDT PROFIT SHARING PLAN | - | 4 | $340 | $33,328 | $8,332iApproximate average salary by contribution assumption: employee only about $208,300 at 4% or $138,867 at 6%; with 50% employer match about $138,867 at 4% or $92,578 at 6%; with 100% employer match about $104,150 at 4% or $69,433 at 6%. |
| James T Bernhardt Money Purchase Plan | - | 4 | - | - | - |