Bernie Little Distributors Inc.
Plan context: Bernie Little Distributors Inc. Retirement Plan
EIN 59-1419209 • Lakeland, FL • 42 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
93
2024 Assets
$10,709,808
2024 Contributions
$514,686
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 | 1 | 93 | $10,709,808 | $514,686 | $5,534iApproximate average salary by contribution assumption: employee only about $138,356 at 4% or $92,238 at 6%; with 50% employer match about $92,238 at 4% or $61,492 at 6%; with 100% employer match about $69,178 at 4% or $46,119 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 93 | $10,709,808 | $514,686 | $5,534iApproximate average salary by contribution assumption: employee only about $138,356 at 4% or $92,238 at 6%; with 50% employer match about $92,238 at 4% or $61,492 at 6%; with 100% employer match about $69,178 at 4% or $46,119 at 6%. |
| 2023 | 2 | 121 | $9,522,692 | $342,116 | $2,827iApproximate average salary by contribution assumption: employee only about $70,685 at 4% or $47,123 at 6%; with 50% employer match about $47,123 at 4% or $31,416 at 6%; with 100% employer match about $35,343 at 4% or $23,562 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 85 | $9,522,692 | $342,116 | $4,025iApproximate average salary by contribution assumption: employee only about $100,622 at 4% or $67,082 at 6%; with 50% employer match about $67,082 at 4% or $44,721 at 6%; with 100% employer match about $50,311 at 4% or $33,541 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 121 | - | - | - |
| 2022 | 2 | 170 | $8,293,243 | $373,112 | $2,195iApproximate average salary by contribution assumption: employee only about $54,869 at 4% or $36,580 at 6%; with 50% employer match about $36,580 at 4% or $24,386 at 6%; with 100% employer match about $27,435 at 4% or $18,290 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 110 | $8,293,243 | $373,112 | $3,392iApproximate average salary by contribution assumption: employee only about $84,798 at 4% or $56,532 at 6%; with 50% employer match about $56,532 at 4% or $37,688 at 6%; with 100% employer match about $42,399 at 4% or $28,266 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 170 | - | - | - |
| 2021 | 2 | 150 | $9,788,555 | $471,185 | $3,141iApproximate average salary by contribution assumption: employee only about $78,531 at 4% or $52,354 at 6%; with 50% employer match about $52,354 at 4% or $34,903 at 6%; with 100% employer match about $39,265 at 4% or $26,177 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 103 | $9,788,555 | $471,185 | $4,575iApproximate average salary by contribution assumption: employee only about $114,365 at 4% or $76,244 at 6%; with 50% employer match about $76,244 at 4% or $50,829 at 6%; with 100% employer match about $57,183 at 4% or $38,122 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 150 | - | - | - |
| 2020 | 2 | 119 | $8,959,722 | $340,774 | $2,864iApproximate average salary by contribution assumption: employee only about $71,591 at 4% or $47,727 at 6%; with 50% employer match about $47,727 at 4% or $31,818 at 6%; with 100% employer match about $35,796 at 4% or $23,864 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 119 | $8,959,722 | $340,774 | $2,864iApproximate average salary by contribution assumption: employee only about $71,591 at 4% or $47,727 at 6%; with 50% employer match about $47,727 at 4% or $31,818 at 6%; with 100% employer match about $35,796 at 4% or $23,864 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 92 | - | - | - |
| 2019 | 2 | 139 | $8,545,654 | $331,744 | $2,387iApproximate average salary by contribution assumption: employee only about $59,666 at 4% or $39,777 at 6%; with 50% employer match about $39,777 at 4% or $26,518 at 6%; with 100% employer match about $29,833 at 4% or $19,889 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 101 | $8,545,654 | $331,744 | $3,285iApproximate average salary by contribution assumption: employee only about $82,115 at 4% or $54,743 at 6%; with 50% employer match about $54,743 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,372 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 139 | - | - | - |
| 2018 | 2 | 129 | $7,858,591 | $469,148 | $3,637iApproximate average salary by contribution assumption: employee only about $90,920 at 4% or $60,613 at 6%; with 50% employer match about $60,613 at 4% or $40,409 at 6%; with 100% employer match about $45,460 at 4% or $30,307 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 104 | $7,858,591 | $469,148 | $4,511iApproximate average salary by contribution assumption: employee only about $112,776 at 4% or $75,184 at 6%; with 50% employer match about $75,184 at 4% or $50,123 at 6%; with 100% employer match about $56,388 at 4% or $37,592 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 129 | - | - | - |
| 2017 | 2 | 121 | $8,190,801 | $313,504 | $2,591iApproximate average salary by contribution assumption: employee only about $64,774 at 4% or $43,182 at 6%; with 50% employer match about $43,182 at 4% or $28,788 at 6%; with 100% employer match about $32,387 at 4% or $21,591 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 108 | $8,190,801 | $313,504 | $2,903iApproximate average salary by contribution assumption: employee only about $72,570 at 4% or $48,380 at 6%; with 50% employer match about $48,380 at 4% or $32,253 at 6%; with 100% employer match about $36,285 at 4% or $24,190 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 121 | - | - | - |
| 2016 | 2 | 134 | $7,018,441 | $44,923 | $335iApproximate average salary by contribution assumption: employee only about $8,381 at 4% or $5,587 at 6%; with 50% employer match about $5,587 at 4% or $3,725 at 6%; with 100% employer match about $4,191 at 4% or $2,794 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 103 | $7,018,441 | $44,923 | $436iApproximate average salary by contribution assumption: employee only about $10,904 at 4% or $7,269 at 6%; with 50% employer match about $7,269 at 4% or $4,846 at 6%; with 100% employer match about $5,452 at 4% or $3,635 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 134 | - | - | - |
| 2015 | 2 | 136 | $7,252,183 | $312,806 | $2,300iApproximate average salary by contribution assumption: employee only about $57,501 at 4% or $38,334 at 6%; with 50% employer match about $38,334 at 4% or $25,556 at 6%; with 100% employer match about $28,751 at 4% or $19,167 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 104 | $7,252,183 | $312,806 | $3,008iApproximate average salary by contribution assumption: employee only about $75,194 at 4% or $50,129 at 6%; with 50% employer match about $50,129 at 4% or $33,419 at 6%; with 100% employer match about $37,597 at 4% or $25,065 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 136 | - | - | - |
| 2014 | 2 | 127 | $7,221,650 | $342,027 | $2,693iApproximate average salary by contribution assumption: employee only about $67,328 at 4% or $44,885 at 6%; with 50% employer match about $44,885 at 4% or $29,924 at 6%; with 100% employer match about $33,664 at 4% or $22,443 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 99 | $7,221,650 | $342,027 | $3,455iApproximate average salary by contribution assumption: employee only about $86,370 at 4% or $57,580 at 6%; with 50% employer match about $57,580 at 4% or $38,387 at 6%; with 100% employer match about $43,185 at 4% or $28,790 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 127 | - | - | - |
| 2013 | 2 | 129 | $7,629,543 | $387,133 | $3,001iApproximate average salary by contribution assumption: employee only about $75,026 at 4% or $50,017 at 6%; with 50% employer match about $50,017 at 4% or $33,345 at 6%; with 100% employer match about $37,513 at 4% or $25,009 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 108 | $7,629,543 | $387,133 | $3,585iApproximate average salary by contribution assumption: employee only about $89,614 at 4% or $59,743 at 6%; with 50% employer match about $59,743 at 4% or $39,828 at 6%; with 100% employer match about $44,807 at 4% or $29,871 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 129 | - | - | - |
| 2012 | 2 | 130 | $6,726,072 | $372,201 | $2,863iApproximate average salary by contribution assumption: employee only about $71,577 at 4% or $47,718 at 6%; with 50% employer match about $47,718 at 4% or $31,812 at 6%; with 100% employer match about $35,789 at 4% or $23,859 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 117 | $6,726,072 | $372,201 | $3,181iApproximate average salary by contribution assumption: employee only about $79,530 at 4% or $53,020 at 6%; with 50% employer match about $53,020 at 4% or $35,347 at 6%; with 100% employer match about $39,765 at 4% or $26,510 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 130 | - | - | - |
| 2011 | 2 | 136 | $5,437,650 | $387,767 | $2,851iApproximate average salary by contribution assumption: employee only about $71,281 at 4% or $47,520 at 6%; with 50% employer match about $47,520 at 4% or $31,680 at 6%; with 100% employer match about $35,640 at 4% or $23,760 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 119 | $5,437,650 | $387,767 | $3,259iApproximate average salary by contribution assumption: employee only about $81,464 at 4% or $54,309 at 6%; with 50% employer match about $54,309 at 4% or $36,206 at 6%; with 100% employer match about $40,732 at 4% or $27,155 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 136 | - | - | - |
| 2010 | 2 | 114 | $4,664,190 | $281,768 | $2,472iApproximate average salary by contribution assumption: employee only about $61,791 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,597 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 111 | $4,664,190 | $281,768 | $2,538iApproximate average salary by contribution assumption: employee only about $63,461 at 4% or $42,308 at 6%; with 50% employer match about $42,308 at 4% or $28,205 at 6%; with 100% employer match about $31,731 at 4% or $21,154 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 114 | - | - | - |
| 2009 | 2 | 130 | $4,445,329 | $291,000 | $2,238iApproximate average salary by contribution assumption: employee only about $55,962 at 4% or $37,308 at 6%; with 50% employer match about $37,308 at 4% or $24,872 at 6%; with 100% employer match about $27,981 at 4% or $18,654 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 106 | $4,445,329 | $291,000 | $2,745iApproximate average salary by contribution assumption: employee only about $68,632 at 4% or $45,755 at 6%; with 50% employer match about $45,755 at 4% or $30,503 at 6%; with 100% employer match about $34,316 at 4% or $22,877 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 130 | - | - | - |
| 2008 | 1 | 134 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 134 | - | - | - |
| 2007 | 2 | 135 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 135 | - | - | - |
| Bernie Little Distributors Inc. Retirement Plan | - | 98 | - | - | - |
| 2006 | 2 | 125 | $4,607,779 | $323,243 | $2,586iApproximate average salary by contribution assumption: employee only about $64,649 at 4% or $43,099 at 6%; with 50% employer match about $43,099 at 4% or $28,733 at 6%; with 100% employer match about $32,324 at 4% or $21,550 at 6%. |
| Bernie Little Distributors Inc. Retirement Plan | - | 97 | $4,607,779 | $323,243 | $3,332iApproximate average salary by contribution assumption: employee only about $83,310 at 4% or $55,540 at 6%; with 50% employer match about $55,540 at 4% or $37,027 at 6%; with 100% employer match about $41,655 at 4% or $27,770 at 6%. |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 125 | - | - | - |
| 2005 | 2 | 121 | $0 | $0 | - |
| Bernie Little Distributors Inc. Retirement Plan | - | 79 | - | - | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 121 | - | - | - |
| 2004 | 1 | 120 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 120 | - | - | - |
| 2003 | 1 | 121 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 121 | - | - | - |
| 2002 | 1 | 126 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 126 | - | - | - |
| 2001 | 1 | 127 | $0 | $0 | - |
| Bernie Little Distributors Inc. Group Insurance Plan | - | 127 | - | - | - |