Bernard/Allison Management Services Inc.
Plan context: Bernard/Allison Management Services Inc. 401K Plan
EIN 86-0481554 • Phoenix, AZ • 22 filings • 6 plans
Current Snapshot
Latest Year
2010
2010 Participants
154
2010 Assets
$2,641,631
2010 Contributions
$13,818
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $13,818 | - |
| Bernard/Allison Management Services Inc. 401K Plan | - | 0 | - | $13,818 | - |
| 2009 | 2 | 154 | $2,641,631 | $257,828 | $1,674iApproximate average salary by contribution assumption: employee only about $41,855 at 4% or $27,903 at 6%; with 50% employer match about $27,903 at 4% or $18,602 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 154 | $2,641,631 | $257,828 | $1,674iApproximate average salary by contribution assumption: employee only about $41,855 at 4% or $27,903 at 6%; with 50% employer match about $27,903 at 4% or $18,602 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 0 | - | - | - |
| 2008 | 2 | 251 | $2,460,167 | $792,767 | $3,158iApproximate average salary by contribution assumption: employee only about $78,961 at 4% or $52,641 at 6%; with 50% employer match about $52,641 at 4% or $35,094 at 6%; with 100% employer match about $39,480 at 4% or $26,320 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 251 | $2,460,167 | $792,767 | $3,158iApproximate average salary by contribution assumption: employee only about $78,961 at 4% or $52,641 at 6%; with 50% employer match about $52,641 at 4% or $35,094 at 6%; with 100% employer match about $39,480 at 4% or $26,320 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 186 | - | - | - |
| 2007 | 2 | 641 | $3,289,561 | $658,342 | $1,027iApproximate average salary by contribution assumption: employee only about $25,676 at 4% or $17,118 at 6%; with 50% employer match about $17,118 at 4% or $11,412 at 6%; with 100% employer match about $12,838 at 4% or $8,559 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 641 | $3,289,561 | $658,342 | $1,027iApproximate average salary by contribution assumption: employee only about $25,676 at 4% or $17,118 at 6%; with 50% employer match about $17,118 at 4% or $11,412 at 6%; with 100% employer match about $12,838 at 4% or $8,559 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 338 | - | - | - |
| 2006 | 2 | 698 | $2,903,308 | $613,761 | $879iApproximate average salary by contribution assumption: employee only about $21,983 at 4% or $14,655 at 6%; with 50% employer match about $14,655 at 4% or $9,770 at 6%; with 100% employer match about $10,991 at 4% or $7,328 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 698 | $2,903,308 | $613,761 | $879iApproximate average salary by contribution assumption: employee only about $21,983 at 4% or $14,655 at 6%; with 50% employer match about $14,655 at 4% or $9,770 at 6%; with 100% employer match about $10,991 at 4% or $7,328 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 356 | - | - | - |
| 2005 | 2 | 731 | $2,433,552 | $594,903 | $814iApproximate average salary by contribution assumption: employee only about $20,346 at 4% or $13,564 at 6%; with 50% employer match about $13,564 at 4% or $9,042 at 6%; with 100% employer match about $10,173 at 4% or $6,782 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 731 | $2,433,552 | $594,903 | $814iApproximate average salary by contribution assumption: employee only about $20,346 at 4% or $13,564 at 6%; with 50% employer match about $13,564 at 4% or $9,042 at 6%; with 100% employer match about $10,173 at 4% or $6,782 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 300 | - | - | - |
| 2004 | 2 | 687 | $1,989,683 | $514,947 | $750iApproximate average salary by contribution assumption: employee only about $18,739 at 4% or $12,493 at 6%; with 50% employer match about $12,493 at 4% or $8,328 at 6%; with 100% employer match about $9,369 at 4% or $6,246 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 687 | $1,989,683 | $514,947 | $750iApproximate average salary by contribution assumption: employee only about $18,739 at 4% or $12,493 at 6%; with 50% employer match about $12,493 at 4% or $8,328 at 6%; with 100% employer match about $9,369 at 4% or $6,246 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 369 | - | - | - |
| 2003 | 2 | 444 | $1,514,349 | $447,899 | $1,009iApproximate average salary by contribution assumption: employee only about $25,220 at 4% or $16,813 at 6%; with 50% employer match about $16,813 at 4% or $11,209 at 6%; with 100% employer match about $12,610 at 4% or $8,407 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 428 | $1,514,349 | $447,899 | $1,046iApproximate average salary by contribution assumption: employee only about $26,162 at 4% or $17,442 at 6%; with 50% employer match about $17,442 at 4% or $11,628 at 6%; with 100% employer match about $13,081 at 4% or $8,721 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 444 | - | - | - |
| 2002 | 2 | 381 | $1,035,227 | $427,020 | $1,121iApproximate average salary by contribution assumption: employee only about $28,020 at 4% or $18,680 at 6%; with 50% employer match about $18,680 at 4% or $12,453 at 6%; with 100% employer match about $14,010 at 4% or $9,340 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 372 | $1,035,227 | $427,020 | $1,148iApproximate average salary by contribution assumption: employee only about $28,698 at 4% or $19,132 at 6%; with 50% employer match about $19,132 at 4% or $12,754 at 6%; with 100% employer match about $14,349 at 4% or $9,566 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 381 | - | - | - |
| 2001 | 1 | 218 | $796,014 | $344,788 | $1,582iApproximate average salary by contribution assumption: employee only about $39,540 at 4% or $26,360 at 6%; with 50% employer match about $26,360 at 4% or $17,573 at 6%; with 100% employer match about $19,770 at 4% or $13,180 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 218 | $796,014 | $344,788 | $1,582iApproximate average salary by contribution assumption: employee only about $39,540 at 4% or $26,360 at 6%; with 50% employer match about $26,360 at 4% or $17,573 at 6%; with 100% employer match about $19,770 at 4% or $13,180 at 6%. |
| 2000 | 2 | 347 | $631,396 | $365,771 | $1,054iApproximate average salary by contribution assumption: employee only about $26,352 at 4% or $17,568 at 6%; with 50% employer match about $17,568 at 4% or $11,712 at 6%; with 100% employer match about $13,176 at 4% or $8,784 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 200 | $631,396 | $365,771 | $1,829iApproximate average salary by contribution assumption: employee only about $45,721 at 4% or $30,481 at 6%; with 50% employer match about $30,481 at 4% or $20,321 at 6%; with 100% employer match about $22,861 at 4% or $15,240 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 347 | - | - | - |
| 1999 | 2 | 334 | $386,803 | $383,769 | $1,149iApproximate average salary by contribution assumption: employee only about $28,725 at 4% or $19,150 at 6%; with 50% employer match about $19,150 at 4% or $12,767 at 6%; with 100% employer match about $14,363 at 4% or $9,575 at 6%. |
| Bernard/Allison Management Services Inc. 401K Plan | - | 191 | $386,803 | $383,769 | $2,009iApproximate average salary by contribution assumption: employee only about $50,232 at 4% or $33,488 at 6%; with 50% employer match about $33,488 at 4% or $22,325 at 6%; with 100% employer match about $25,116 at 4% or $16,744 at 6%. |
| Bernard/Allison Management Services Flexible Benefit Plan | - | 334 | - | - | - |