Bernardi & Associates Inc.
Plan context: Bernardi & Associates Inc. Employees Profit Sharing Plan
EIN 86-0271594 • Nogales, AZ • 26 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
14
2023 Assets
$1,099,124
2023 Contributions
$40,000
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 14 | $1,099,124 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 14 | $549,562 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 14 | $549,562 | $0 | - |
| 2022 | 1 | 14 | $483,206 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 14 | $483,206 | $0 | - |
| 2021 | 1 | 14 | $472,057 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 14 | $472,057 | $0 | - |
| 2020 | 1 | 12 | $613,380 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | $613,380 | $0 | - |
| 2019 | 1 | 12 | $549,654 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | $549,654 | $0 | - |
| 2018 | 1 | 12 | $573,271 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | $573,271 | $0 | - |
| 2017 | 1 | 13 | $538,471 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 13 | $538,471 | $0 | - |
| 2016 | 1 | 15 | $514,347 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 15 | $514,347 | $0 | - |
| 2015 | 1 | 14 | $495,745 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 14 | $495,745 | $0 | - |
| 2014 | 1 | 15 | $529,252 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 15 | $529,252 | $0 | - |
| 2013 | 1 | 15 | $565,432 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 15 | $565,432 | $0 | - |
| 2012 | 1 | 17 | $509,552 | $40,000 | $2,353iApproximate average salary by contribution assumption: employee only about $58,824 at 4% or $39,216 at 6%; with 50% employer match about $39,216 at 4% or $26,144 at 6%; with 100% employer match about $29,412 at 4% or $19,608 at 6%. |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 17 | $509,552 | $40,000 | $2,353iApproximate average salary by contribution assumption: employee only about $58,824 at 4% or $39,216 at 6%; with 50% employer match about $39,216 at 4% or $26,144 at 6%; with 100% employer match about $29,412 at 4% or $19,608 at 6%. |
| 2011 | 1 | 11 | $435,630 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 11 | $435,630 | $0 | - |
| 2010 | 1 | 12 | $455,968 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | $455,968 | $0 | - |
| 2009 | 1 | 0 | $397,636 | $50,000 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 0 | $397,636 | $50,000 | - |
| 2008 | 1 | 9 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 11 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 9 | - | - | - |
| 2005 | 1 | 8 | $355,316 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 8 | $355,316 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| 2004 | 1 | 10 | $309,029 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 10 | $309,029 | - | - |
| 2003 | 1 | 12 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | - | - | - |
| 2002 | 1 | 12 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 12 | $250,444 | $20,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Bernardi & Associates Inc. Employees Profit Sharing Plan | - | 12 | $250,444 | $20,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |