Civic Intelligence

Bernardi & Company Cpas LLP

Plan context: Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust

EIN 81-0640920 • Webster, NY • 10 filings • 2 plans

40 Barrett DrWebster, NY 14580-2926
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$535,211

2024 Contributions

$53,103

Historical Graphs

Total Assets Over Time

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

$535,211$267,606$0201520202024YearValue
$535,211Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest year 2024

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
202413$535,211$53,103$17,701iApproximate average salary by contribution assumption: employee only about $442,525 at 4% or $295,017 at 6%; with 50% employer match about $295,017 at 4% or $196,678 at 6%; with 100% employer match about $221,263 at 4% or $147,508 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-3$535,211$53,103$17,701iApproximate average salary by contribution assumption: employee only about $442,525 at 4% or $295,017 at 6%; with 50% employer match about $295,017 at 4% or $196,678 at 6%; with 100% employer match about $221,263 at 4% or $147,508 at 6%.
202313$393,264$45,940$15,313iApproximate average salary by contribution assumption: employee only about $382,833 at 4% or $255,222 at 6%; with 50% employer match about $255,222 at 4% or $170,148 at 6%; with 100% employer match about $191,417 at 4% or $127,611 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-3$393,264$45,940$15,313iApproximate average salary by contribution assumption: employee only about $382,833 at 4% or $255,222 at 6%; with 50% employer match about $255,222 at 4% or $170,148 at 6%; with 100% employer match about $191,417 at 4% or $127,611 at 6%.
202213$279,570$33,817$11,272iApproximate average salary by contribution assumption: employee only about $281,808 at 4% or $187,872 at 6%; with 50% employer match about $187,872 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-3$279,570$33,817$11,272iApproximate average salary by contribution assumption: employee only about $281,808 at 4% or $187,872 at 6%; with 50% employer match about $187,872 at 4% or $125,248 at 6%; with 100% employer match about $140,904 at 4% or $93,936 at 6%.
202113$310,610$43,132$14,377iApproximate average salary by contribution assumption: employee only about $359,433 at 4% or $239,622 at 6%; with 50% employer match about $239,622 at 4% or $159,748 at 6%; with 100% employer match about $179,717 at 4% or $119,811 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-3$310,610$43,132$14,377iApproximate average salary by contribution assumption: employee only about $359,433 at 4% or $239,622 at 6%; with 50% employer match about $239,622 at 4% or $159,748 at 6%; with 100% employer match about $179,717 at 4% or $119,811 at 6%.
202012$207,500$32,125$16,063iApproximate average salary by contribution assumption: employee only about $401,563 at 4% or $267,708 at 6%; with 50% employer match about $267,708 at 4% or $178,472 at 6%; with 100% employer match about $200,781 at 4% or $133,854 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-2$207,500$32,125$16,063iApproximate average salary by contribution assumption: employee only about $401,563 at 4% or $267,708 at 6%; with 50% employer match about $267,708 at 4% or $178,472 at 6%; with 100% employer match about $200,781 at 4% or $133,854 at 6%.
201912$144,831$31,793$15,897iApproximate average salary by contribution assumption: employee only about $397,413 at 4% or $264,942 at 6%; with 50% employer match about $264,942 at 4% or $176,628 at 6%; with 100% employer match about $198,706 at 4% or $132,471 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-2$144,831$31,793$15,897iApproximate average salary by contribution assumption: employee only about $397,413 at 4% or $264,942 at 6%; with 50% employer match about $264,942 at 4% or $176,628 at 6%; with 100% employer match about $198,706 at 4% or $132,471 at 6%.
201812$90,821$18,510$9,255iApproximate average salary by contribution assumption: employee only about $231,375 at 4% or $154,250 at 6%; with 50% employer match about $154,250 at 4% or $102,833 at 6%; with 100% employer match about $115,688 at 4% or $77,125 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-2$90,821$18,510$9,255iApproximate average salary by contribution assumption: employee only about $231,375 at 4% or $154,250 at 6%; with 50% employer match about $154,250 at 4% or $102,833 at 6%; with 100% employer match about $115,688 at 4% or $77,125 at 6%.
201712$79,260$32,930$16,465iApproximate average salary by contribution assumption: employee only about $411,625 at 4% or $274,417 at 6%; with 50% employer match about $274,417 at 4% or $182,944 at 6%; with 100% employer match about $205,813 at 4% or $137,208 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-2$79,260$32,930$16,465iApproximate average salary by contribution assumption: employee only about $411,625 at 4% or $274,417 at 6%; with 50% employer match about $274,417 at 4% or $182,944 at 6%; with 100% employer match about $205,813 at 4% or $137,208 at 6%.
201612$34,954$31,668$15,834iApproximate average salary by contribution assumption: employee only about $395,850 at 4% or $263,900 at 6%; with 50% employer match about $263,900 at 4% or $175,933 at 6%; with 100% employer match about $197,925 at 4% or $131,950 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-2$34,954$31,668$15,834iApproximate average salary by contribution assumption: employee only about $395,850 at 4% or $263,900 at 6%; with 50% employer match about $263,900 at 4% or $175,933 at 6%; with 100% employer match about $197,925 at 4% or $131,950 at 6%.
201511$868$882$882iApproximate average salary by contribution assumption: employee only about $22,050 at 4% or $14,700 at 6%; with 50% employer match about $14,700 at 4% or $9,800 at 6%; with 100% employer match about $11,025 at 4% or $7,350 at 6%.
Bernardi Company Cpas LLP 401 K Profit Sharing Plan Trust-1$868$882$882iApproximate average salary by contribution assumption: employee only about $22,050 at 4% or $14,700 at 6%; with 50% employer match about $14,700 at 4% or $9,800 at 6%; with 100% employer match about $11,025 at 4% or $7,350 at 6%.