Civic Intelligence

Berwick Investment Group Inc.

Plan context: Berwick Investment Group Inc. Retirement Plan

EIN 81-2926248 • 4 filings • 1 plans

Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$13

2019 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$145,008$72,504$0201620182019YearValue
$13Latest year 2019

Participants Over Time

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

210201620182019YearValue
2Latest year 2019

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
201912$13$0-
Berwick Investment Group Inc. Retirement Plan-2$13--
201812$66,939$0-
Berwick Investment Group Inc. Retirement Plan-2$66,939--
201712$55,281$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Berwick Investment Group Inc. Retirement Plan-2$55,281$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201612$145,008$392,169$196,085iApproximate average salary by contribution assumption: employee only about $4,902,113 at 4% or $3,268,075 at 6%; with 50% employer match about $3,268,075 at 4% or $2,178,717 at 6%; with 100% employer match about $2,451,056 at 4% or $1,634,038 at 6%.
Berwick Investment Group Inc. Retirement Plan-2$145,008$392,169$196,085iApproximate average salary by contribution assumption: employee only about $4,902,113 at 4% or $3,268,075 at 6%; with 50% employer match about $3,268,075 at 4% or $2,178,717 at 6%; with 100% employer match about $2,451,056 at 4% or $1,634,038 at 6%.