Civic Intelligence

Bernzott Capital Advisors

Plan context: Bernzott Capital Advisors Profit Sharing Plan

EIN 77-0464710 • Camarillo, CA • 42 filings • 7 plans

1200 Paseo Camarillo, Suite 180Camarillo, CA 93010
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,192,805

2024 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$9,480,816$4,740,408$0200020132023YearValue
$2,192,805Latest year 2023

Participants Over Time

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

1160200020122023YearValue
4Latest year 2023

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
202410$0$0-
Bernzott Capital Advisors Profit Sharing Plan-0$0$0-
202314$2,192,805$0-
Bernzott Capital Advisors Profit Sharing Plan-4$2,192,805$0-
2022111$3,383,670$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-11$3,383,670$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
202116$7,004,030$284,927$47,488iApproximate average salary by contribution assumption: employee only about $1,187,196 at 4% or $791,464 at 6%; with 50% employer match about $791,464 at 4% or $527,643 at 6%; with 100% employer match about $593,598 at 4% or $395,732 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-6$7,004,030$284,927$47,488iApproximate average salary by contribution assumption: employee only about $1,187,196 at 4% or $791,464 at 6%; with 50% employer match about $791,464 at 4% or $527,643 at 6%; with 100% employer match about $593,598 at 4% or $395,732 at 6%.
202029$6,911,766$198,020$22,002iApproximate average salary by contribution assumption: employee only about $550,056 at 4% or $366,704 at 6%; with 50% employer match about $366,704 at 4% or $244,469 at 6%; with 100% employer match about $275,028 at 4% or $183,352 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$6,911,766$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-0$0$98,020-
201929$9,480,816$406,250$45,139iApproximate average salary by contribution assumption: employee only about $1,128,472 at 4% or $752,315 at 6%; with 50% employer match about $752,315 at 4% or $501,543 at 6%; with 100% employer match about $564,236 at 4% or $376,157 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$7,038,523$206,250$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-9$2,442,293$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
201829$7,998,936$216,500$24,056iApproximate average salary by contribution assumption: employee only about $601,389 at 4% or $400,926 at 6%; with 50% employer match about $400,926 at 4% or $267,284 at 6%; with 100% employer match about $300,694 at 4% or $200,463 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$5,889,470$216,500$24,056iApproximate average salary by contribution assumption: employee only about $601,389 at 4% or $400,926 at 6%; with 50% employer match about $400,926 at 4% or $267,284 at 6%; with 100% employer match about $300,694 at 4% or $200,463 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-9$2,109,466$0-
201729$6,750,766$657,525$73,058iApproximate average salary by contribution assumption: employee only about $1,826,458 at 4% or $1,217,639 at 6%; with 50% employer match about $1,217,639 at 4% or $811,759 at 6%; with 100% employer match about $913,229 at 4% or $608,819 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$4,576,120$197,525$21,947iApproximate average salary by contribution assumption: employee only about $548,681 at 4% or $365,787 at 6%; with 50% employer match about $365,787 at 4% or $243,858 at 6%; with 100% employer match about $274,340 at 4% or $182,894 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-9$2,174,646$460,000$51,111iApproximate average salary by contribution assumption: employee only about $1,277,778 at 4% or $851,852 at 6%; with 50% employer match about $851,852 at 4% or $567,901 at 6%; with 100% employer match about $638,889 at 4% or $425,926 at 6%.
201629$5,005,026$261,854$29,095iApproximate average salary by contribution assumption: employee only about $727,372 at 4% or $484,915 at 6%; with 50% employer match about $484,915 at 4% or $323,277 at 6%; with 100% employer match about $363,686 at 4% or $242,457 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$3,521,614$101,854$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-9$1,483,412$160,000$17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%.
201527$3,930,426$333,911$47,702iApproximate average salary by contribution assumption: employee only about $1,192,539 at 4% or $795,026 at 6%; with 50% employer match about $795,026 at 4% or $530,017 at 6%; with 100% employer match about $596,270 at 4% or $397,513 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-7$2,698,188$82,806$11,829iApproximate average salary by contribution assumption: employee only about $295,736 at 4% or $197,157 at 6%; with 50% employer match about $197,157 at 4% or $131,438 at 6%; with 100% employer match about $147,868 at 4% or $98,579 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-7$1,232,238$251,105$35,872iApproximate average salary by contribution assumption: employee only about $896,804 at 4% or $597,869 at 6%; with 50% employer match about $597,869 at 4% or $398,579 at 6%; with 100% employer match about $448,402 at 4% or $298,935 at 6%.
201426$3,720,189$296,223$49,371iApproximate average salary by contribution assumption: employee only about $1,234,263 at 4% or $822,842 at 6%; with 50% employer match about $822,842 at 4% or $548,561 at 6%; with 100% employer match about $617,131 at 4% or $411,421 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-6$2,799,407$64,068$10,678iApproximate average salary by contribution assumption: employee only about $266,950 at 4% or $177,967 at 6%; with 50% employer match about $177,967 at 4% or $118,644 at 6%; with 100% employer match about $133,475 at 4% or $88,983 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-6$920,782$232,155$38,693iApproximate average salary by contribution assumption: employee only about $967,313 at 4% or $644,875 at 6%; with 50% employer match about $644,875 at 4% or $429,917 at 6%; with 100% employer match about $483,656 at 4% or $322,438 at 6%.
201328$3,424,577$416,481$52,060iApproximate average salary by contribution assumption: employee only about $1,301,503 at 4% or $867,669 at 6%; with 50% employer match about $867,669 at 4% or $578,446 at 6%; with 100% employer match about $650,752 at 4% or $433,834 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-8$2,781,981$279,571$34,946iApproximate average salary by contribution assumption: employee only about $873,659 at 4% or $582,440 at 6%; with 50% employer match about $582,440 at 4% or $388,293 at 6%; with 100% employer match about $436,830 at 4% or $291,220 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-8$642,596$136,910$17,114iApproximate average salary by contribution assumption: employee only about $427,844 at 4% or $285,229 at 6%; with 50% employer match about $285,229 at 4% or $190,153 at 6%; with 100% employer match about $213,922 at 4% or $142,615 at 6%.
201228$3,040,407$489,968$61,246iApproximate average salary by contribution assumption: employee only about $1,531,150 at 4% or $1,020,767 at 6%; with 50% employer match about $1,020,767 at 4% or $680,511 at 6%; with 100% employer match about $765,575 at 4% or $510,383 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-8$2,618,456$294,968$36,871iApproximate average salary by contribution assumption: employee only about $921,775 at 4% or $614,517 at 6%; with 50% employer match about $614,517 at 4% or $409,678 at 6%; with 100% employer match about $460,888 at 4% or $307,258 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-8$421,951$195,000$24,375iApproximate average salary by contribution assumption: employee only about $609,375 at 4% or $406,250 at 6%; with 50% employer match about $406,250 at 4% or $270,833 at 6%; with 100% employer match about $304,688 at 4% or $203,125 at 6%.
201128$2,807,731$311,454$38,932iApproximate average salary by contribution assumption: employee only about $973,294 at 4% or $648,863 at 6%; with 50% employer match about $648,863 at 4% or $432,575 at 6%; with 100% employer match about $486,647 at 4% or $324,431 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-8$2,609,867$120,625$15,078iApproximate average salary by contribution assumption: employee only about $376,953 at 4% or $251,302 at 6%; with 50% employer match about $251,302 at 4% or $167,535 at 6%; with 100% employer match about $188,477 at 4% or $125,651 at 6%.
BERNZOTT CAPITAL ADVISORS DEFINED BENEFIT PLAN-0$197,864$190,829-
201018$3,364,146$291,998$36,500iApproximate average salary by contribution assumption: employee only about $912,494 at 4% or $608,329 at 6%; with 50% employer match about $608,329 at 4% or $405,553 at 6%; with 100% employer match about $456,247 at 4% or $304,165 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-8$3,364,146$291,998$36,500iApproximate average salary by contribution assumption: employee only about $912,494 at 4% or $608,329 at 6%; with 50% employer match about $608,329 at 4% or $405,553 at 6%; with 100% employer match about $456,247 at 4% or $304,165 at 6%.
200918$2,811,377$254,467$31,808iApproximate average salary by contribution assumption: employee only about $795,209 at 4% or $530,140 at 6%; with 50% employer match about $530,140 at 4% or $353,426 at 6%; with 100% employer match about $397,605 at 4% or $265,070 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-8$2,811,377$254,467$31,808iApproximate average salary by contribution assumption: employee only about $795,209 at 4% or $530,140 at 6%; with 50% employer match about $530,140 at 4% or $353,426 at 6%; with 100% employer match about $397,605 at 4% or $265,070 at 6%.
200819$2,523,809$238,425$26,492iApproximate average salary by contribution assumption: employee only about $662,292 at 4% or $441,528 at 6%; with 50% employer match about $441,528 at 4% or $294,352 at 6%; with 100% employer match about $331,146 at 4% or $220,764 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$2,523,809$238,425$26,492iApproximate average salary by contribution assumption: employee only about $662,292 at 4% or $441,528 at 6%; with 50% employer match about $441,528 at 4% or $294,352 at 6%; with 100% employer match about $331,146 at 4% or $220,764 at 6%.
200719$0$0-
Bernzott Capital Advisors Profit Sharing Plan-9---
2006110$4,119,484$292,286$29,229iApproximate average salary by contribution assumption: employee only about $730,715 at 4% or $487,143 at 6%; with 50% employer match about $487,143 at 4% or $324,762 at 6%; with 100% employer match about $365,358 at 4% or $243,572 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-10$4,119,484$292,286$29,229iApproximate average salary by contribution assumption: employee only about $730,715 at 4% or $487,143 at 6%; with 50% employer match about $487,143 at 4% or $324,762 at 6%; with 100% employer match about $365,358 at 4% or $243,572 at 6%.
200529$2,842,046$292,345$32,483iApproximate average salary by contribution assumption: employee only about $812,069 at 4% or $541,380 at 6%; with 50% employer match about $541,380 at 4% or $360,920 at 6%; with 100% employer match about $406,035 at 4% or $270,690 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-9$2,689,016$265,764$29,529iApproximate average salary by contribution assumption: employee only about $738,233 at 4% or $492,156 at 6%; with 50% employer match about $492,156 at 4% or $328,104 at 6%; with 100% employer match about $369,117 at 4% or $246,078 at 6%.
Bernzott Capital Advisors Health Savings Account-7$153,030$26,581$3,797iApproximate average salary by contribution assumption: employee only about $94,932 at 4% or $63,288 at 6%; with 50% employer match about $63,288 at 4% or $42,192 at 6%; with 100% employer match about $47,466 at 4% or $31,644 at 6%.
200418$131,334$27,387$3,423iApproximate average salary by contribution assumption: employee only about $85,584 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,038 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
Bernzott Capital Advisors Health Savings Account-8$131,334$27,387$3,423iApproximate average salary by contribution assumption: employee only about $85,584 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,038 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
200325$1,512,530$815,674$163,135iApproximate average salary by contribution assumption: employee only about $4,078,370 at 4% or $2,718,913 at 6%; with 50% employer match about $2,718,913 at 4% or $1,812,609 at 6%; with 100% employer match about $2,039,185 at 4% or $1,359,457 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-5$1,426,897$804,616$160,923iApproximate average salary by contribution assumption: employee only about $4,023,080 at 4% or $2,682,053 at 6%; with 50% employer match about $2,682,053 at 4% or $1,788,036 at 6%; with 100% employer match about $2,011,540 at 4% or $1,341,027 at 6%.
Bernzott Capital Advisors Health Savings Account-5$85,633$11,058$2,212iApproximate average salary by contribution assumption: employee only about $55,290 at 4% or $36,860 at 6%; with 50% employer match about $36,860 at 4% or $24,573 at 6%; with 100% employer match about $27,645 at 4% or $18,430 at 6%.
200225$332,818$102,214$20,443iApproximate average salary by contribution assumption: employee only about $511,070 at 4% or $340,713 at 6%; with 50% employer match about $340,713 at 4% or $227,142 at 6%; with 100% employer match about $255,535 at 4% or $170,357 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-5$279,804$93,284$18,657iApproximate average salary by contribution assumption: employee only about $466,420 at 4% or $310,947 at 6%; with 50% employer match about $310,947 at 4% or $207,298 at 6%; with 100% employer match about $233,210 at 4% or $155,473 at 6%.
Bernzott Capital Advisors Health Savings Account-4$53,014$8,930$2,233iApproximate average salary by contribution assumption: employee only about $55,813 at 4% or $37,208 at 6%; with 50% employer match about $37,208 at 4% or $24,806 at 6%; with 100% employer match about $27,906 at 4% or $18,604 at 6%.
200133$0$0-
Bernzott Capital Advisors Profit Sharing Plan-3---
Bernzott Capital Advisors Profit Sharing Plan-3---
Bernzott Capital Advisors Health Savings Account-3---
200033$136,323$36,295$12,098iApproximate average salary by contribution assumption: employee only about $302,458 at 4% or $201,639 at 6%; with 50% employer match about $201,639 at 4% or $134,426 at 6%; with 100% employer match about $151,229 at 4% or $100,819 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-3$113,076$31,458$10,486iApproximate average salary by contribution assumption: employee only about $262,150 at 4% or $174,767 at 6%; with 50% employer match about $174,767 at 4% or $116,511 at 6%; with 100% employer match about $131,075 at 4% or $87,383 at 6%.
Bernzott Capital Advisors Profit Sharing Plan-3$23,247$4,837$1,612iApproximate average salary by contribution assumption: employee only about $40,308 at 4% or $26,872 at 6%; with 50% employer match about $26,872 at 4% or $17,915 at 6%; with 100% employer match about $20,154 at 4% or $13,436 at 6%.
Bernzott Capital Advisors Health Savings Account-3---