Civic Intelligence

Berkeley Advisors Inc.

Plan context: Berkeley Advisors Inc. 401K Plan

EIN 74-3136465 • Atlanta, GA • 1 filings • 1 plans

9 Lenox Pointe NE Ste BAtlanta, GA 30324-7412
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$190,661

2025 Contributions

$25,750

Historical Graphs

Total Assets Over Time

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

$190,661$95,331$02025YearValue
$190,661Latest year 2025

Participants Over Time

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

2102025YearValue
2Latest year 2025

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
202512$190,661$25,750$12,875iApproximate average salary by contribution assumption: employee only about $321,875 at 4% or $214,583 at 6%; with 50% employer match about $214,583 at 4% or $143,056 at 6%; with 100% employer match about $160,938 at 4% or $107,292 at 6%.
Berkeley Advisors Inc. 401K Plan-2$190,661$25,750$12,875iApproximate average salary by contribution assumption: employee only about $321,875 at 4% or $214,583 at 6%; with 50% employer match about $214,583 at 4% or $143,056 at 6%; with 100% employer match about $160,938 at 4% or $107,292 at 6%.