Civic Intelligence

Joseph J Bernardo, P.A.

Plan context: BERNARDO INJURY LAW PROFIT SHARING PLAN

EIN 59-3710900 • Fort Myers, FL • 15 filings • 8 plans

1601 Jackson Street, Suite 104Fort Myers, FL 33901
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$114,351

2024 Contributions

$3,336

Historical Graphs

Total Assets Over Time

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

$134,071$67,036$0200420112023YearValue
$114,351Latest year 2023

Participants Over Time

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

320200420102023YearValue
2Latest year 2023

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
202410$0$3,336-
BERNARDO INJURY LAW PROFIT SHARING PLAN-0$0$3,336-
202312$114,351$60,664$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.
BERNARDO INJURY LAW PROFIT SHARING PLAN-2$114,351$60,664$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.
202212$41,390$47,144$23,572iApproximate average salary by contribution assumption: employee only about $589,300 at 4% or $392,867 at 6%; with 50% employer match about $392,867 at 4% or $261,911 at 6%; with 100% employer match about $294,650 at 4% or $196,433 at 6%.
BERNARDO INJURY LAW PROFIT SHARING PLAN-2$41,390$47,144$23,572iApproximate average salary by contribution assumption: employee only about $589,300 at 4% or $392,867 at 6%; with 50% employer match about $392,867 at 4% or $261,911 at 6%; with 100% employer match about $294,650 at 4% or $196,433 at 6%.
202112$0$0-
BERNARDO INJURY LAW PROFIT SHARING PLAN-2$0$0-
201312$134,071$6,880$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
Joseph J Bernardo, P a 401K Plan-2$134,071$6,880$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
201212$122,073$2,120$1,060iApproximate average salary by contribution assumption: employee only about $26,500 at 4% or $17,667 at 6%; with 50% employer match about $17,667 at 4% or $11,778 at 6%; with 100% employer match about $13,250 at 4% or $8,833 at 6%.
Joseph J Bernardo, P a 401K Plan-2$122,073$2,120$1,060iApproximate average salary by contribution assumption: employee only about $26,500 at 4% or $17,667 at 6%; with 50% employer match about $17,667 at 4% or $11,778 at 6%; with 100% employer match about $13,250 at 4% or $8,833 at 6%.
201112$114,083$5,080$2,540iApproximate average salary by contribution assumption: employee only about $63,500 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,750 at 4% or $21,167 at 6%.
Joseph J Bernardo, P a 401K Plan-2$114,083$5,080$2,540iApproximate average salary by contribution assumption: employee only about $63,500 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,750 at 4% or $21,167 at 6%.
201012$109,348$19,326$9,663iApproximate average salary by contribution assumption: employee only about $241,575 at 4% or $161,050 at 6%; with 50% employer match about $161,050 at 4% or $107,367 at 6%; with 100% employer match about $120,788 at 4% or $80,525 at 6%.
Joseph J Bernardo, P a 401K Plan-2$109,348$19,326$9,663iApproximate average salary by contribution assumption: employee only about $241,575 at 4% or $161,050 at 6%; with 50% employer match about $161,050 at 4% or $107,367 at 6%; with 100% employer match about $120,788 at 4% or $80,525 at 6%.
200912$78,709$9,080$4,540iApproximate average salary by contribution assumption: employee only about $113,500 at 4% or $75,667 at 6%; with 50% employer match about $75,667 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%.
Joseph J Bernardo, P a 401K Plan-2$78,709$9,080$4,540iApproximate average salary by contribution assumption: employee only about $113,500 at 4% or $75,667 at 6%; with 50% employer match about $75,667 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%.
200822$0$4,360$2,180iApproximate average salary by contribution assumption: employee only about $54,500 at 4% or $36,333 at 6%; with 50% employer match about $36,333 at 4% or $24,222 at 6%; with 100% employer match about $27,250 at 4% or $18,167 at 6%.
Joseph J Bernardo, P a 401K Plan-2---
Joseph J Bernardo, P a 401K Plan-0-$4,360-
200712$0$0-
Joseph J Bernardo, P a 401K Plan-2---
200613$110,883$18,594$6,198iApproximate average salary by contribution assumption: employee only about $154,950 at 4% or $103,300 at 6%; with 50% employer match about $103,300 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%.
Joseph J Bernardo, P a 401K Plan-3$110,883$18,594$6,198iApproximate average salary by contribution assumption: employee only about $154,950 at 4% or $103,300 at 6%; with 50% employer match about $103,300 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%.
200513$82,457$9,373$3,124iApproximate average salary by contribution assumption: employee only about $78,108 at 4% or $52,072 at 6%; with 50% employer match about $52,072 at 4% or $34,715 at 6%; with 100% employer match about $39,054 at 4% or $26,036 at 6%.
Joseph J Bernardo, P a 401K Plan-3$82,457$9,373$3,124iApproximate average salary by contribution assumption: employee only about $78,108 at 4% or $52,072 at 6%; with 50% employer match about $52,072 at 4% or $34,715 at 6%; with 100% employer match about $39,054 at 4% or $26,036 at 6%.
200413$69,959$66,601$22,200iApproximate average salary by contribution assumption: employee only about $555,008 at 4% or $370,006 at 6%; with 50% employer match about $370,006 at 4% or $246,670 at 6%; with 100% employer match about $277,504 at 4% or $185,003 at 6%.
Joseph J Bernardo, P a 401K Plan-3$69,959$66,601$22,200iApproximate average salary by contribution assumption: employee only about $555,008 at 4% or $370,006 at 6%; with 50% employer match about $370,006 at 4% or $246,670 at 6%; with 100% employer match about $277,504 at 4% or $185,003 at 6%.