Ray & Berndtson Inc.
Plan context: Ray & Berndtson Inc. 401K Profit Sharing Plan and Trust
EIN 75-1765152 • 12 filings • 5 plans
Current Snapshot
Latest Year
2002
2002 Participants
136
2002 Assets
$20,860,590
2002 Contributions
$507,595
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 |
|---|---|---|---|---|---|
| 2002 | 3 | 0 | $0 | $507,595 | - |
| Ray & Berndtson Comprehensive Health & Benefit Plan | - | 0 | - | $59,133 | - |
| Ray & Berndtson Inc. 401K Profit Sharing Plan and Trust | - | 0 | - | $448,462 | - |
| Ray & Berndtson Inc. Employees Stock Ownership Plan | - | 0 | - | - | - |
| 2001 | 3 | 136 | $20,860,590 | $1,322,502 | $9,724iApproximate average salary by contribution assumption: employee only about $243,107 at 4% or $162,071 at 6%; with 50% employer match about $162,071 at 4% or $108,048 at 6%; with 100% employer match about $121,553 at 4% or $81,036 at 6%. |
| Ray & Berndtson Inc. 401K Profit Sharing Plan and Trust | - | 132 | $20,682,663 | $1,240,946 | $9,401iApproximate average salary by contribution assumption: employee only about $235,028 at 4% or $156,685 at 6%; with 50% employer match about $156,685 at 4% or $104,457 at 6%; with 100% employer match about $117,514 at 4% or $78,343 at 6%. |
| Ray & Berndtson Inc. Employees Stock Ownership Plan | - | 136 | $177,927 | $81,556 | $600iApproximate average salary by contribution assumption: employee only about $14,992 at 4% or $9,995 at 6%; with 50% employer match about $9,995 at 4% or $6,663 at 6%; with 100% employer match about $7,496 at 4% or $4,997 at 6%. |
| Ray & Berndtson Comprehensive Health & Benefit Plan | - | 118 | - | - | - |
| 2000 | 3 | 180 | $21,882,011 | $1,922,613 | $10,681iApproximate average salary by contribution assumption: employee only about $267,030 at 4% or $178,020 at 6%; with 50% employer match about $178,020 at 4% or $118,680 at 6%; with 100% employer match about $133,515 at 4% or $89,010 at 6%. |
| Ray & Berndtson Inc. 401K Profit Sharing Plan and Trust | - | 157 | $21,882,011 | $1,922,613 | $12,246iApproximate average salary by contribution assumption: employee only about $306,149 at 4% or $204,099 at 6%; with 50% employer match about $204,099 at 4% or $136,066 at 6%; with 100% employer match about $153,074 at 4% or $102,050 at 6%. |
| Ray & Berndtson Comprehensive Health & Benefit Plan | - | 180 | - | - | - |
| Ray & Berndtson Inc. Employees Stock Ownership Plan | - | 157 | - | - | - |
| 1999 | 3 | 161 | $25,755,080 | $1,624,059 | $10,087iApproximate average salary by contribution assumption: employee only about $252,183 at 4% or $168,122 at 6%; with 50% employer match about $168,122 at 4% or $112,081 at 6%; with 100% employer match about $126,092 at 4% or $84,061 at 6%. |
| Ray & Berndtson Inc. 401K Profit Sharing Plan and Trust | - | 144 | $24,301,277 | $1,576,347 | $10,947iApproximate average salary by contribution assumption: employee only about $273,671 at 4% or $182,448 at 6%; with 50% employer match about $182,448 at 4% or $121,632 at 6%; with 100% employer match about $136,836 at 4% or $91,224 at 6%. |
| Ray & Berndtson Inc. Employees Stock Ownership Plan | - | 146 | $1,453,803 | $47,712 | $327iApproximate average salary by contribution assumption: employee only about $8,170 at 4% or $5,447 at 6%; with 50% employer match about $5,447 at 4% or $3,631 at 6%; with 100% employer match about $4,085 at 4% or $2,723 at 6%. |
| Ray & Berndtson Comprehensive Health & Benefit Plan | - | 161 | - | - | - |