Civic Intelligence

Bearden Investment Group Inc.

Plan context: Bearden Investment Group Inc. 401(K) Profit Sharing Plan

EIN 86-3832513 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$218,068

2024 Contributions

$255,760

Historical Graphs

Total Assets Over Time

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

$259,164$129,582$0202120232024YearValue
$218,068Latest year 2024

Participants Over Time

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

740202120232024YearValue
6Latest 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
202416$218,068$0-
Bearden Investment Group Inc. 401(K) Profit Sharing Plan-6$218,068--
202317$255,001$0-
Bearden Investment Group Inc. 401(K) Profit Sharing Plan-7$255,001--
202212$236,676$255,760$127,880iApproximate average salary by contribution assumption: employee only about $3,197,000 at 4% or $2,131,333 at 6%; with 50% employer match about $2,131,333 at 4% or $1,420,889 at 6%; with 100% employer match about $1,598,500 at 4% or $1,065,667 at 6%.
Bearden Investment Group Inc. 401(K) Profit Sharing Plan-2$236,676$255,760$127,880iApproximate average salary by contribution assumption: employee only about $3,197,000 at 4% or $2,131,333 at 6%; with 50% employer match about $2,131,333 at 4% or $1,420,889 at 6%; with 100% employer match about $1,598,500 at 4% or $1,065,667 at 6%.
202112$259,164$259,163$129,582iApproximate average salary by contribution assumption: employee only about $3,239,538 at 4% or $2,159,692 at 6%; with 50% employer match about $2,159,692 at 4% or $1,439,794 at 6%; with 100% employer match about $1,619,769 at 4% or $1,079,846 at 6%.
Bearden Investment Group Inc. 401(K) Profit Sharing Plan-2$259,164$259,163$129,582iApproximate average salary by contribution assumption: employee only about $3,239,538 at 4% or $2,159,692 at 6%; with 50% employer match about $2,159,692 at 4% or $1,439,794 at 6%; with 100% employer match about $1,619,769 at 4% or $1,079,846 at 6%.