Bearko Investments
Plan context: Bearko Investments Retirement Plan
EIN 83-0613585 • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$1,042,292
2025 Contributions
$331,190
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $1,042,292 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $1,042,292 | - | - |
| 2024 | 1 | 1 | $488,605 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $488,605 | - | - |
| 2023 | 1 | 1 | $708,028 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $708,028 | - | - |
| 2022 | 1 | 1 | $549,381 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $549,381 | - | - |
| 2021 | 1 | 1 | $648,539 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $648,539 | - | - |
| 2020 | 1 | 1 | $564,919 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $564,919 | - | - |
| 2019 | 1 | 1 | $518,507 | $0 | - |
| Bearko Investments Retirement Plan | - | 1 | $518,507 | - | - |
| 2018 | 1 | 1 | $447,763 | $331,190 | $331,190iApproximate average salary by contribution assumption: employee only about $8,279,750 at 4% or $5,519,833 at 6%; with 50% employer match about $5,519,833 at 4% or $3,679,889 at 6%; with 100% employer match about $4,139,875 at 4% or $2,759,917 at 6%. |
| Bearko Investments Retirement Plan | - | 1 | $447,763 | $331,190 | $331,190iApproximate average salary by contribution assumption: employee only about $8,279,750 at 4% or $5,519,833 at 6%; with 50% employer match about $5,519,833 at 4% or $3,679,889 at 6%; with 100% employer match about $4,139,875 at 4% or $2,759,917 at 6%. |