Fidelity bond in place
Not reported
Berkeley Preparatory School Inc. • EIN 59-1292802 • Plan year 2003
Participants
Flat0 → 0
0
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 368 | $53,317,641 | $2,917,722 | $7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,095 at 6%; with 100% employer match about $99,107 at 4% or $66,072 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 368 | $53,317,641 | $2,917,722 | $7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,095 at 6%; with 100% employer match about $99,107 at 4% or $66,072 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 280 | - | - | - |
| 2023 | 2 | 320 | $46,580,862 | $2,866,661 | $8,958iApproximate average salary by contribution assumption: employee only about $223,958 at 4% or $149,305 at 6%; with 50% employer match about $149,305 at 4% or $99,537 at 6%; with 100% employer match about $111,979 at 4% or $74,653 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 320 | $46,580,862 | $2,866,661 | $8,958iApproximate average salary by contribution assumption: employee only about $223,958 at 4% or $149,305 at 6%; with 50% employer match about $149,305 at 4% or $99,537 at 6%; with 100% employer match about $111,979 at 4% or $74,653 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 270 | - | - | - |
| 2022 | 2 | 321 | $39,721,693 | $2,477,543 | $7,718iApproximate average salary by contribution assumption: employee only about $192,955 at 4% or $128,637 at 6%; with 50% employer match about $128,637 at 4% or $85,758 at 6%; with 100% employer match about $96,478 at 4% or $64,318 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 321 | $39,721,693 | $2,477,543 | $7,718iApproximate average salary by contribution assumption: employee only about $192,955 at 4% or $128,637 at 6%; with 50% employer match about $128,637 at 4% or $85,758 at 6%; with 100% employer match about $96,478 at 4% or $64,318 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 264 | - | - | - |
| 2021 | 2 | 330 | $46,301,755 | $2,285,742 | $6,926iApproximate average salary by contribution assumption: employee only about $173,162 at 4% or $115,442 at 6%; with 50% employer match about $115,442 at 4% or $76,961 at 6%; with 100% employer match about $86,581 at 4% or $57,721 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 330 | $46,301,755 | $2,285,742 | $6,926iApproximate average salary by contribution assumption: employee only about $173,162 at 4% or $115,442 at 6%; with 50% employer match about $115,442 at 4% or $76,961 at 6%; with 100% employer match about $86,581 at 4% or $57,721 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 266 | - | - | - |
| 2020 | 2 | 332 | $41,185,020 | $2,236,827 | $6,737iApproximate average salary by contribution assumption: employee only about $168,436 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,860 at 6%; with 100% employer match about $84,218 at 4% or $56,145 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 332 | $41,185,020 | $2,236,827 | $6,737iApproximate average salary by contribution assumption: employee only about $168,436 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,860 at 6%; with 100% employer match about $84,218 at 4% or $56,145 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 263 | - | - | - |
| 2019 | 2 | 487 | $35,977,282 | $1,914,939 | $3,932iApproximate average salary by contribution assumption: employee only about $98,303 at 4% or $65,535 at 6%; with 50% employer match about $65,535 at 4% or $43,690 at 6%; with 100% employer match about $49,151 at 4% or $32,768 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 487 | $35,977,282 | $1,914,939 | $3,932iApproximate average salary by contribution assumption: employee only about $98,303 at 4% or $65,535 at 6%; with 50% employer match about $65,535 at 4% or $43,690 at 6%; with 100% employer match about $49,151 at 4% or $32,768 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 240 | - | - | - |
| 2018 | 2 | 331 | $30,887,086 | $1,885,450 | $5,696iApproximate average salary by contribution assumption: employee only about $142,406 at 4% or $94,937 at 6%; with 50% employer match about $94,937 at 4% or $63,291 at 6%; with 100% employer match about $71,203 at 4% or $47,469 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 331 | $30,887,086 | $1,885,450 | $5,696iApproximate average salary by contribution assumption: employee only about $142,406 at 4% or $94,937 at 6%; with 50% employer match about $94,937 at 4% or $63,291 at 6%; with 100% employer match about $71,203 at 4% or $47,469 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 254 | - | - | - |
| 2017 | 3 | 299 | $32,252,931 | $1,576,949 | $5,274iApproximate average salary by contribution assumption: employee only about $131,852 at 4% or $87,901 at 6%; with 50% employer match about $87,901 at 4% or $58,601 at 6%; with 100% employer match about $65,926 at 4% or $43,951 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 299 | $32,252,931 | $1,576,949 | $5,274iApproximate average salary by contribution assumption: employee only about $131,852 at 4% or $87,901 at 6%; with 50% employer match about $87,901 at 4% or $58,601 at 6%; with 100% employer match about $65,926 at 4% or $43,951 at 6%. |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 246 | - | - | - |
| 2016 | 3 | 438 | $28,386,142 | $1,780,048 | $4,064iApproximate average salary by contribution assumption: employee only about $101,601 at 4% or $67,734 at 6%; with 50% employer match about $67,734 at 4% or $45,156 at 6%; with 100% employer match about $50,800 at 4% or $33,867 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 298 | $28,386,142 | $1,780,048 | $5,973iApproximate average salary by contribution assumption: employee only about $149,333 at 4% or $99,555 at 6%; with 50% employer match about $99,555 at 4% or $66,370 at 6%; with 100% employer match about $74,666 at 4% or $49,778 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 438 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 234 | - | - | - |
| 2015 | 3 | 421 | $26,863,296 | $1,492,998 | $3,546iApproximate average salary by contribution assumption: employee only about $88,658 at 4% or $59,105 at 6%; with 50% employer match about $59,105 at 4% or $39,403 at 6%; with 100% employer match about $44,329 at 4% or $29,553 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 296 | $26,863,296 | $1,492,998 | $5,044iApproximate average salary by contribution assumption: employee only about $126,098 at 4% or $84,065 at 6%; with 50% employer match about $84,065 at 4% or $56,043 at 6%; with 100% employer match about $63,049 at 4% or $42,033 at 6%. |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 232 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 421 | - | - | - |
| 2014 | 3 | 416 | $23,742,431 | $1,991,329 | $4,787iApproximate average salary by contribution assumption: employee only about $119,671 at 4% or $79,781 at 6%; with 50% employer match about $79,781 at 4% or $53,187 at 6%; with 100% employer match about $59,836 at 4% or $39,890 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 305 | $23,742,431 | $1,991,329 | $6,529iApproximate average salary by contribution assumption: employee only about $163,224 at 4% or $108,816 at 6%; with 50% employer match about $108,816 at 4% or $72,544 at 6%; with 100% employer match about $81,612 at 4% or $54,408 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 416 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 224 | - | - | - |
| 2013 | 3 | 317 | $22,043,402 | $1,098,391 | $3,465iApproximate average salary by contribution assumption: employee only about $86,624 at 4% or $57,749 at 6%; with 50% employer match about $57,749 at 4% or $38,500 at 6%; with 100% employer match about $43,312 at 4% or $28,875 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 317 | $22,043,402 | $1,098,391 | $3,465iApproximate average salary by contribution assumption: employee only about $86,624 at 4% or $57,749 at 6%; with 50% employer match about $57,749 at 4% or $38,500 at 6%; with 100% employer match about $43,312 at 4% or $28,875 at 6%. |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 212 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 201 | - | - | - |
| 2012 | 3 | 332 | $19,310,489 | $1,116,690 | $3,364iApproximate average salary by contribution assumption: employee only about $84,088 at 4% or $56,059 at 6%; with 50% employer match about $56,059 at 4% or $37,372 at 6%; with 100% employer match about $42,044 at 4% or $28,029 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 332 | $19,310,489 | $1,116,690 | $3,364iApproximate average salary by contribution assumption: employee only about $84,088 at 4% or $56,059 at 6%; with 50% employer match about $56,059 at 4% or $37,372 at 6%; with 100% employer match about $42,044 at 4% or $28,029 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 184 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 208 | - | - | - |
| 2011 | 3 | 344 | $17,590,855 | $1,037,181 | $3,015iApproximate average salary by contribution assumption: employee only about $75,377 at 4% or $50,251 at 6%; with 50% employer match about $50,251 at 4% or $33,501 at 6%; with 100% employer match about $37,688 at 4% or $25,126 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 344 | $17,590,855 | $1,037,181 | $3,015iApproximate average salary by contribution assumption: employee only about $75,377 at 4% or $50,251 at 6%; with 50% employer match about $50,251 at 4% or $33,501 at 6%; with 100% employer match about $37,688 at 4% or $25,126 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 190 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 212 | - | - | - |
| 2010 | 3 | 290 | $17,152,720 | $1,009,619 | $3,481iApproximate average salary by contribution assumption: employee only about $87,036 at 4% or $58,024 at 6%; with 50% employer match about $58,024 at 4% or $38,683 at 6%; with 100% employer match about $43,518 at 4% or $29,012 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 290 | $17,152,720 | $1,009,619 | $3,481iApproximate average salary by contribution assumption: employee only about $87,036 at 4% or $58,024 at 6%; with 50% employer match about $58,024 at 4% or $38,683 at 6%; with 100% employer match about $43,518 at 4% or $29,012 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 189 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 216 | - | - | - |
| 2009 | 3 | 283 | $15,233,714 | $1,008,345 | $3,563iApproximate average salary by contribution assumption: employee only about $89,076 at 4% or $59,384 at 6%; with 50% employer match about $59,384 at 4% or $39,590 at 6%; with 100% employer match about $44,538 at 4% or $29,692 at 6%. |
| Berkeley Preparatory School Retirement Plan | - | 283 | $15,233,714 | $1,008,345 | $3,563iApproximate average salary by contribution assumption: employee only about $89,076 at 4% or $59,384 at 6%; with 50% employer match about $59,384 at 4% or $39,590 at 6%; with 100% employer match about $44,538 at 4% or $29,692 at 6%. |
| Berkeley Preparatory School Group Health Insurance Plan | - | 186 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 214 | - | - | - |
| 2008 | 3 | 216 | $0 | $0 | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 185 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 216 | - | - | - |
| 2007 | 4 | 210 | $0 | $0 | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 180 | - | - | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| BERKELEY PREPARATORY SCHOOL TDA RETIREMENT PLAN | - | 0 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 210 | - | - | - |
| 2006 | 3 | 205 | $0 | $0 | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 177 | - | - | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 205 | - | - | - |
| 2005 | 3 | 201 | $0 | $0 | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 174 | - | - | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 201 | - | - | - |
| 2004 | 3 | 202 | $0 | $0 | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 202 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 171 | - | - | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| 2003 | 3 | 199 | $0 | $0 | - |
| Berkeley Preparatory School Retirement Plan | Current | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 169 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 199 | - | - | - |
| 2002 | 3 | 196 | $0 | $0 | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 169 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 196 | - | - | - |
| 2001 | 3 | 177 | $0 | $0 | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 164 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 177 | - | - | - |
| 2000 | 3 | 185 | $0 | $0 | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 161 | - | - | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Disability and Life Insurance Plan | - | 185 | - | - | - |
| 1999 | 2 | 158 | $0 | $0 | - |
| Berkeley Preparatory School Retirement Plan | - | 0 | - | - | - |
| Berkeley Preparatory School Group Health Insurance Plan | - | 158 | - | - | - |
This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.