Bertelsmann Foundation North America Inc.
Plan context: Bertelsmann Foundation North America Inc. 401(K) Plan
EIN 71-1048702 • Washington, DC • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$1,705,878
2024 Contributions
$153,415
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 | 13 | $1,705,878 | $153,415 | $11,801iApproximate average salary by contribution assumption: employee only about $295,029 at 4% or $196,686 at 6%; with 50% employer match about $196,686 at 4% or $131,124 at 6%; with 100% employer match about $147,514 at 4% or $98,343 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 13 | $1,705,878 | $153,415 | $11,801iApproximate average salary by contribution assumption: employee only about $295,029 at 4% or $196,686 at 6%; with 50% employer match about $196,686 at 4% or $131,124 at 6%; with 100% employer match about $147,514 at 4% or $98,343 at 6%. |
| 2023 | 1 | 14 | $1,423,517 | $146,484 | $10,463iApproximate average salary by contribution assumption: employee only about $261,579 at 4% or $174,386 at 6%; with 50% employer match about $174,386 at 4% or $116,257 at 6%; with 100% employer match about $130,789 at 4% or $87,193 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 14 | $1,423,517 | $146,484 | $10,463iApproximate average salary by contribution assumption: employee only about $261,579 at 4% or $174,386 at 6%; with 50% employer match about $174,386 at 4% or $116,257 at 6%; with 100% employer match about $130,789 at 4% or $87,193 at 6%. |
| 2022 | 1 | 13 | $1,079,295 | $121,198 | $9,323iApproximate average salary by contribution assumption: employee only about $233,073 at 4% or $155,382 at 6%; with 50% employer match about $155,382 at 4% or $103,588 at 6%; with 100% employer match about $116,537 at 4% or $77,691 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 13 | $1,079,295 | $121,198 | $9,323iApproximate average salary by contribution assumption: employee only about $233,073 at 4% or $155,382 at 6%; with 50% employer match about $155,382 at 4% or $103,588 at 6%; with 100% employer match about $116,537 at 4% or $77,691 at 6%. |
| 2021 | 1 | 11 | $1,225,603 | $122,314 | $11,119iApproximate average salary by contribution assumption: employee only about $277,986 at 4% or $185,324 at 6%; with 50% employer match about $185,324 at 4% or $123,549 at 6%; with 100% employer match about $138,993 at 4% or $92,662 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 11 | $1,225,603 | $122,314 | $11,119iApproximate average salary by contribution assumption: employee only about $277,986 at 4% or $185,324 at 6%; with 50% employer match about $185,324 at 4% or $123,549 at 6%; with 100% employer match about $138,993 at 4% or $92,662 at 6%. |
| 2020 | 1 | 13 | $1,084,054 | $140,453 | $10,804iApproximate average salary by contribution assumption: employee only about $270,102 at 4% or $180,068 at 6%; with 50% employer match about $180,068 at 4% or $120,045 at 6%; with 100% employer match about $135,051 at 4% or $90,034 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 13 | $1,084,054 | $140,453 | $10,804iApproximate average salary by contribution assumption: employee only about $270,102 at 4% or $180,068 at 6%; with 50% employer match about $180,068 at 4% or $120,045 at 6%; with 100% employer match about $135,051 at 4% or $90,034 at 6%. |
| 2019 | 1 | 14 | $832,476 | $126,349 | $9,025iApproximate average salary by contribution assumption: employee only about $225,623 at 4% or $150,415 at 6%; with 50% employer match about $150,415 at 4% or $100,277 at 6%; with 100% employer match about $112,812 at 4% or $75,208 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 14 | $832,476 | $126,349 | $9,025iApproximate average salary by contribution assumption: employee only about $225,623 at 4% or $150,415 at 6%; with 50% employer match about $150,415 at 4% or $100,277 at 6%; with 100% employer match about $112,812 at 4% or $75,208 at 6%. |
| 2018 | 1 | 12 | $570,014 | $113,204 | $9,434iApproximate average salary by contribution assumption: employee only about $235,842 at 4% or $157,228 at 6%; with 50% employer match about $157,228 at 4% or $104,819 at 6%; with 100% employer match about $117,921 at 4% or $78,614 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 12 | $570,014 | $113,204 | $9,434iApproximate average salary by contribution assumption: employee only about $235,842 at 4% or $157,228 at 6%; with 50% employer match about $157,228 at 4% or $104,819 at 6%; with 100% employer match about $117,921 at 4% or $78,614 at 6%. |
| 2017 | 1 | 11 | $494,175 | $97,951 | $8,905iApproximate average salary by contribution assumption: employee only about $222,616 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,940 at 6%; with 100% employer match about $111,308 at 4% or $74,205 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 11 | $494,175 | $97,951 | $8,905iApproximate average salary by contribution assumption: employee only about $222,616 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,940 at 6%; with 100% employer match about $111,308 at 4% or $74,205 at 6%. |
| 2016 | 1 | 15 | $420,206 | $89,075 | $5,938iApproximate average salary by contribution assumption: employee only about $148,458 at 4% or $98,972 at 6%; with 50% employer match about $98,972 at 4% or $65,981 at 6%; with 100% employer match about $74,229 at 4% or $49,486 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 15 | $420,206 | $89,075 | $5,938iApproximate average salary by contribution assumption: employee only about $148,458 at 4% or $98,972 at 6%; with 50% employer match about $98,972 at 4% or $65,981 at 6%; with 100% employer match about $74,229 at 4% or $49,486 at 6%. |
| 2015 | 1 | 12 | $356,198 | $97,446 | $8,121iApproximate average salary by contribution assumption: employee only about $203,013 at 4% or $135,342 at 6%; with 50% employer match about $135,342 at 4% or $90,228 at 6%; with 100% employer match about $101,506 at 4% or $67,671 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 12 | $356,198 | $97,446 | $8,121iApproximate average salary by contribution assumption: employee only about $203,013 at 4% or $135,342 at 6%; with 50% employer match about $135,342 at 4% or $90,228 at 6%; with 100% employer match about $101,506 at 4% or $67,671 at 6%. |
| 2014 | 1 | 13 | $428,672 | $71,538 | $5,503iApproximate average salary by contribution assumption: employee only about $137,573 at 4% or $91,715 at 6%; with 50% employer match about $91,715 at 4% or $61,144 at 6%; with 100% employer match about $68,787 at 4% or $45,858 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 13 | $428,672 | $71,538 | $5,503iApproximate average salary by contribution assumption: employee only about $137,573 at 4% or $91,715 at 6%; with 50% employer match about $91,715 at 4% or $61,144 at 6%; with 100% employer match about $68,787 at 4% or $45,858 at 6%. |
| 2013 | 1 | 12 | $334,154 | $64,810 | $5,401iApproximate average salary by contribution assumption: employee only about $135,021 at 4% or $90,014 at 6%; with 50% employer match about $90,014 at 4% or $60,009 at 6%; with 100% employer match about $67,510 at 4% or $45,007 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 12 | $334,154 | $64,810 | $5,401iApproximate average salary by contribution assumption: employee only about $135,021 at 4% or $90,014 at 6%; with 50% employer match about $90,014 at 4% or $60,009 at 6%; with 100% employer match about $67,510 at 4% or $45,007 at 6%. |
| 2012 | 1 | 12 | $398,731 | $82,059 | $6,838iApproximate average salary by contribution assumption: employee only about $170,956 at 4% or $113,971 at 6%; with 50% employer match about $113,971 at 4% or $75,981 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 12 | $398,731 | $82,059 | $6,838iApproximate average salary by contribution assumption: employee only about $170,956 at 4% or $113,971 at 6%; with 50% employer match about $113,971 at 4% or $75,981 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%. |
| 2011 | 1 | 11 | $274,064 | $87,530 | $7,957iApproximate average salary by contribution assumption: employee only about $198,932 at 4% or $132,621 at 6%; with 50% employer match about $132,621 at 4% or $88,414 at 6%; with 100% employer match about $99,466 at 4% or $66,311 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 11 | $274,064 | $87,530 | $7,957iApproximate average salary by contribution assumption: employee only about $198,932 at 4% or $132,621 at 6%; with 50% employer match about $132,621 at 4% or $88,414 at 6%; with 100% employer match about $99,466 at 4% or $66,311 at 6%. |
| 2010 | 1 | 10 | $197,822 | $84,665 | $8,467iApproximate average salary by contribution assumption: employee only about $211,663 at 4% or $141,108 at 6%; with 50% employer match about $141,108 at 4% or $94,072 at 6%; with 100% employer match about $105,831 at 4% or $70,554 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 10 | $197,822 | $84,665 | $8,467iApproximate average salary by contribution assumption: employee only about $211,663 at 4% or $141,108 at 6%; with 50% employer match about $141,108 at 4% or $94,072 at 6%; with 100% employer match about $105,831 at 4% or $70,554 at 6%. |
| 2009 | 1 | 7 | $96,535 | $71,421 | $10,203iApproximate average salary by contribution assumption: employee only about $255,075 at 4% or $170,050 at 6%; with 50% employer match about $170,050 at 4% or $113,367 at 6%; with 100% employer match about $127,538 at 4% or $85,025 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 7 | $96,535 | $71,421 | $10,203iApproximate average salary by contribution assumption: employee only about $255,075 at 4% or $170,050 at 6%; with 50% employer match about $170,050 at 4% or $113,367 at 6%; with 100% employer match about $127,538 at 4% or $85,025 at 6%. |
| 2008 | 1 | 6 | $11,254 | $10,956 | $1,826iApproximate average salary by contribution assumption: employee only about $45,650 at 4% or $30,433 at 6%; with 50% employer match about $30,433 at 4% or $20,289 at 6%; with 100% employer match about $22,825 at 4% or $15,217 at 6%. |
| Bertelsmann Foundation North America Inc. 401(K) Plan | - | 6 | $11,254 | $10,956 | $1,826iApproximate average salary by contribution assumption: employee only about $45,650 at 4% or $30,433 at 6%; with 50% employer match about $30,433 at 4% or $20,289 at 6%; with 100% employer match about $22,825 at 4% or $15,217 at 6%. |