Civic Intelligence

Steven F. Berkey

Plan context: Steven F. Berkey Profit Sharing Plan

EIN 75-1714749 • Plano, TX • 20 filings • 4 plans

5804 Coit RoadSuite 100Plano, TX 75023
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$1,127,331

2020 Contributions

$61,900

Historical Graphs

Total Assets Over Time

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

$1,127,331$563,666$0200320122019YearValue
$1,127,331Latest year 2019

Participants Over Time

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

740200220102018YearValue
5Latest year 2018

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
202010$0$0-
Steven F. Berkey Profit Sharing Plan-0$0$0-
201910$1,127,331$61,900-
Steven F. Berkey Profit Sharing Plan-0$1,127,331$61,900-
201815$845,878$1,200$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Steven F. Berkey Profit Sharing Plan-5$845,878$1,200$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
201714$822,920$68,607$17,152iApproximate average salary by contribution assumption: employee only about $428,794 at 4% or $285,863 at 6%; with 50% employer match about $285,863 at 4% or $190,575 at 6%; with 100% employer match about $214,397 at 4% or $142,931 at 6%.
Steven F. Berkey Profit Sharing Plan-4$822,920$68,607$17,152iApproximate average salary by contribution assumption: employee only about $428,794 at 4% or $285,863 at 6%; with 50% employer match about $285,863 at 4% or $190,575 at 6%; with 100% employer match about $214,397 at 4% or $142,931 at 6%.
201614$548,192$68,266$17,067iApproximate average salary by contribution assumption: employee only about $426,663 at 4% or $284,442 at 6%; with 50% employer match about $284,442 at 4% or $189,628 at 6%; with 100% employer match about $213,331 at 4% or $142,221 at 6%.
Steven F. Berkey Profit Sharing Plan-4$548,192$68,266$17,067iApproximate average salary by contribution assumption: employee only about $426,663 at 4% or $284,442 at 6%; with 50% employer match about $284,442 at 4% or $189,628 at 6%; with 100% employer match about $213,331 at 4% or $142,221 at 6%.
201517$609,603$67,088$9,584iApproximate average salary by contribution assumption: employee only about $239,600 at 4% or $159,733 at 6%; with 50% employer match about $159,733 at 4% or $106,489 at 6%; with 100% employer match about $119,800 at 4% or $79,867 at 6%.
Steven F. Berkey Profit Sharing Plan-7$609,603$67,088$9,584iApproximate average salary by contribution assumption: employee only about $239,600 at 4% or $159,733 at 6%; with 50% employer match about $159,733 at 4% or $106,489 at 6%; with 100% employer match about $119,800 at 4% or $79,867 at 6%.
201417$559,499$67,396$9,628iApproximate average salary by contribution assumption: employee only about $240,700 at 4% or $160,467 at 6%; with 50% employer match about $160,467 at 4% or $106,978 at 6%; with 100% employer match about $120,350 at 4% or $80,233 at 6%.
Steven F. Berkey Profit Sharing Plan-7$559,499$67,396$9,628iApproximate average salary by contribution assumption: employee only about $240,700 at 4% or $160,467 at 6%; with 50% employer match about $160,467 at 4% or $106,978 at 6%; with 100% employer match about $120,350 at 4% or $80,233 at 6%.
201316$569,924$63,704$10,617iApproximate average salary by contribution assumption: employee only about $265,433 at 4% or $176,956 at 6%; with 50% employer match about $176,956 at 4% or $117,970 at 6%; with 100% employer match about $132,717 at 4% or $88,478 at 6%.
Steven F. Berkey Profit Sharing Plan-6$569,924$63,704$10,617iApproximate average salary by contribution assumption: employee only about $265,433 at 4% or $176,956 at 6%; with 50% employer match about $176,956 at 4% or $117,970 at 6%; with 100% employer match about $132,717 at 4% or $88,478 at 6%.
201216$460,913$61,982$10,330iApproximate average salary by contribution assumption: employee only about $258,258 at 4% or $172,172 at 6%; with 50% employer match about $172,172 at 4% or $114,781 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%.
Steven F. Berkey Profit Sharing Plan-6$460,913$61,982$10,330iApproximate average salary by contribution assumption: employee only about $258,258 at 4% or $172,172 at 6%; with 50% employer match about $172,172 at 4% or $114,781 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%.
201112$362,570$62,755$31,378iApproximate average salary by contribution assumption: employee only about $784,438 at 4% or $522,958 at 6%; with 50% employer match about $522,958 at 4% or $348,639 at 6%; with 100% employer match about $392,219 at 4% or $261,479 at 6%.
Steven F. Berkey Profit Sharing Plan-2$362,570$62,755$31,378iApproximate average salary by contribution assumption: employee only about $784,438 at 4% or $522,958 at 6%; with 50% employer match about $522,958 at 4% or $348,639 at 6%; with 100% employer match about $392,219 at 4% or $261,479 at 6%.
201012$312,224$51,739$25,870iApproximate average salary by contribution assumption: employee only about $646,738 at 4% or $431,158 at 6%; with 50% employer match about $431,158 at 4% or $287,439 at 6%; with 100% employer match about $323,369 at 4% or $215,579 at 6%.
Steven F. Berkey Profit Sharing Plan-2$312,224$51,739$25,870iApproximate average salary by contribution assumption: employee only about $646,738 at 4% or $431,158 at 6%; with 50% employer match about $431,158 at 4% or $287,439 at 6%; with 100% employer match about $323,369 at 4% or $215,579 at 6%.
200912$260,465$55,353$27,677iApproximate average salary by contribution assumption: employee only about $691,913 at 4% or $461,275 at 6%; with 50% employer match about $461,275 at 4% or $307,517 at 6%; with 100% employer match about $345,956 at 4% or $230,638 at 6%.
Steven F. Berkey Profit Sharing Plan-2$260,465$55,353$27,677iApproximate average salary by contribution assumption: employee only about $691,913 at 4% or $461,275 at 6%; with 50% employer match about $461,275 at 4% or $307,517 at 6%; with 100% employer match about $345,956 at 4% or $230,638 at 6%.
200812$204,947$43,300$21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%.
Steven F. Berkey Profit Sharing Plan-2$204,947$43,300$21,650iApproximate average salary by contribution assumption: employee only about $541,250 at 4% or $360,833 at 6%; with 50% employer match about $360,833 at 4% or $240,556 at 6%; with 100% employer match about $270,625 at 4% or $180,417 at 6%.
200712$0$0-
Steven F. Berkey Profit Sharing Plan-2---
200611$115,526$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Steven F. Berkey Profit Sharing Plan-1$115,526$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200511$0$0-
Steven F. Berkey Profit Sharing Plan-1---
200412$87,156$0-
Steven F. Berkey Profit Sharing Plan-2$87,156--
200313$88,223$37,997$12,666iApproximate average salary by contribution assumption: employee only about $316,642 at 4% or $211,094 at 6%; with 50% employer match about $211,094 at 4% or $140,730 at 6%; with 100% employer match about $158,321 at 4% or $105,547 at 6%.
Steven F. Berkey Profit Sharing Plan-3$88,223$37,997$12,666iApproximate average salary by contribution assumption: employee only about $316,642 at 4% or $211,094 at 6%; with 50% employer match about $211,094 at 4% or $140,730 at 6%; with 100% employer match about $158,321 at 4% or $105,547 at 6%.
200213$0$0-
Steven F. Berkey Profit Sharing Plan-3---
199910$0$0-
Steven F. Berkey Profit Sharing Plan-0---