Civic Intelligence

Bernheim & Hicks

Plan context: Bernheim & Hicks Profit Sharing Plan

EIN 68-0376714 • Santa Rosa, CA • 13 filings • 3 plans

528 A StreetSanta Rosa, CA 95401
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$1,331,330

2011 Contributions

$112,266

Historical Graphs

Total Assets Over Time

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

$1,331,330$665,665$0199920052011YearValue
$1,331,330Latest year 2011

Participants Over Time

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

630199920052011YearValue
5Latest year 2011

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
201115$1,331,330$112,266$22,453iApproximate average salary by contribution assumption: employee only about $561,330 at 4% or $374,220 at 6%; with 50% employer match about $374,220 at 4% or $249,480 at 6%; with 100% employer match about $280,665 at 4% or $187,110 at 6%.
Bernheim & Hicks Profit Sharing Plan-5$1,331,330$112,266$22,453iApproximate average salary by contribution assumption: employee only about $561,330 at 4% or $374,220 at 6%; with 50% employer match about $374,220 at 4% or $249,480 at 6%; with 100% employer match about $280,665 at 4% or $187,110 at 6%.
201015$1,242,530$108,968$21,794iApproximate average salary by contribution assumption: employee only about $544,840 at 4% or $363,227 at 6%; with 50% employer match about $363,227 at 4% or $242,151 at 6%; with 100% employer match about $272,420 at 4% or $181,613 at 6%.
Bernheim & Hicks Profit Sharing Plan-5$1,242,530$108,968$21,794iApproximate average salary by contribution assumption: employee only about $544,840 at 4% or $363,227 at 6%; with 50% employer match about $363,227 at 4% or $242,151 at 6%; with 100% employer match about $272,420 at 4% or $181,613 at 6%.
200916$1,046,799$77,373$12,896iApproximate average salary by contribution assumption: employee only about $322,388 at 4% or $214,925 at 6%; with 50% employer match about $214,925 at 4% or $143,283 at 6%; with 100% employer match about $161,194 at 4% or $107,463 at 6%.
Bernheim & Hicks Profit Sharing Plan-6$1,046,799$77,373$12,896iApproximate average salary by contribution assumption: employee only about $322,388 at 4% or $214,925 at 6%; with 50% employer match about $214,925 at 4% or $143,283 at 6%; with 100% employer match about $161,194 at 4% or $107,463 at 6%.
200815$836,602$110,440$22,088iApproximate average salary by contribution assumption: employee only about $552,200 at 4% or $368,133 at 6%; with 50% employer match about $368,133 at 4% or $245,422 at 6%; with 100% employer match about $276,100 at 4% or $184,067 at 6%.
Bernheim & Hicks Profit Sharing Plan-5$836,602$110,440$22,088iApproximate average salary by contribution assumption: employee only about $552,200 at 4% or $368,133 at 6%; with 50% employer match about $368,133 at 4% or $245,422 at 6%; with 100% employer match about $276,100 at 4% or $184,067 at 6%.
200715$0$0-
Bernheim & Hicks Profit Sharing Plan-5---
200615$803,063$13,295$2,659iApproximate average salary by contribution assumption: employee only about $66,475 at 4% or $44,317 at 6%; with 50% employer match about $44,317 at 4% or $29,544 at 6%; with 100% employer match about $33,238 at 4% or $22,158 at 6%.
Bernheim & Hicks Profit Sharing Plan-5$803,063$13,295$2,659iApproximate average salary by contribution assumption: employee only about $66,475 at 4% or $44,317 at 6%; with 50% employer match about $44,317 at 4% or $29,544 at 6%; with 100% employer match about $33,238 at 4% or $22,158 at 6%.
200514$815,154$97,962$24,491iApproximate average salary by contribution assumption: employee only about $612,263 at 4% or $408,175 at 6%; with 50% employer match about $408,175 at 4% or $272,117 at 6%; with 100% employer match about $306,131 at 4% or $204,088 at 6%.
Bernheim & Hicks Profit Sharing Plan-4$815,154$97,962$24,491iApproximate average salary by contribution assumption: employee only about $612,263 at 4% or $408,175 at 6%; with 50% employer match about $408,175 at 4% or $272,117 at 6%; with 100% employer match about $306,131 at 4% or $204,088 at 6%.
200414$683,059$92,728$23,182iApproximate average salary by contribution assumption: employee only about $579,550 at 4% or $386,367 at 6%; with 50% employer match about $386,367 at 4% or $257,578 at 6%; with 100% employer match about $289,775 at 4% or $193,183 at 6%.
Bernheim & Hicks Profit Sharing Plan-4$683,059$92,728$23,182iApproximate average salary by contribution assumption: employee only about $579,550 at 4% or $386,367 at 6%; with 50% employer match about $386,367 at 4% or $257,578 at 6%; with 100% employer match about $289,775 at 4% or $193,183 at 6%.
200314$541,579$67,338$16,835iApproximate average salary by contribution assumption: employee only about $420,863 at 4% or $280,575 at 6%; with 50% employer match about $280,575 at 4% or $187,050 at 6%; with 100% employer match about $210,431 at 4% or $140,288 at 6%.
Bernheim & Hicks Profit Sharing Plan-4$541,579$67,338$16,835iApproximate average salary by contribution assumption: employee only about $420,863 at 4% or $280,575 at 6%; with 50% employer match about $280,575 at 4% or $187,050 at 6%; with 100% employer match about $210,431 at 4% or $140,288 at 6%.
200214$415,530$60,390$15,098iApproximate average salary by contribution assumption: employee only about $377,438 at 4% or $251,625 at 6%; with 50% employer match about $251,625 at 4% or $167,750 at 6%; with 100% employer match about $188,719 at 4% or $125,813 at 6%.
Bernheim & Hicks Profit Sharing Plan-4$415,530$60,390$15,098iApproximate average salary by contribution assumption: employee only about $377,438 at 4% or $251,625 at 6%; with 50% employer match about $251,625 at 4% or $167,750 at 6%; with 100% employer match about $188,719 at 4% or $125,813 at 6%.
200113$431,126$46,263$15,421iApproximate average salary by contribution assumption: employee only about $385,525 at 4% or $257,017 at 6%; with 50% employer match about $257,017 at 4% or $171,344 at 6%; with 100% employer match about $192,763 at 4% or $128,508 at 6%.
Bernheim & Hicks Profit Sharing Plan-3$431,126$46,263$15,421iApproximate average salary by contribution assumption: employee only about $385,525 at 4% or $257,017 at 6%; with 50% employer match about $257,017 at 4% or $171,344 at 6%; with 100% employer match about $192,763 at 4% or $128,508 at 6%.
200013$403,863$52,386$17,462iApproximate average salary by contribution assumption: employee only about $436,550 at 4% or $291,033 at 6%; with 50% employer match about $291,033 at 4% or $194,022 at 6%; with 100% employer match about $218,275 at 4% or $145,517 at 6%.
Bernheim & Hicks Profit Sharing Plan-3$403,863$52,386$17,462iApproximate average salary by contribution assumption: employee only about $436,550 at 4% or $291,033 at 6%; with 50% employer match about $291,033 at 4% or $194,022 at 6%; with 100% employer match about $218,275 at 4% or $145,517 at 6%.
199913$348,828$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Bernheim & Hicks Profit Sharing Plan-3$348,828$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.