Civic Intelligence

James W. Bernard

Plan context: James W. Bernard Defined Benefit Pension Plan and Trust

EIN 91-1830628 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$1,144,268

2004 Contributions

$164,667

Historical Graphs

Total Assets Over Time

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

$1,144,268$572,134$0199920012003YearValue
$1,144,268Latest year 2003

Participants Over Time

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

110199920012003YearValue
1Latest year 2003

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
200410$0$0-
James W. Bernard Defined Benefit Pension Plan and Trust-0---
200311$1,144,268$164,667$164,667iApproximate average salary by contribution assumption: employee only about $4,116,675 at 4% or $2,744,450 at 6%; with 50% employer match about $2,744,450 at 4% or $1,829,633 at 6%; with 100% employer match about $2,058,338 at 4% or $1,372,225 at 6%.
James W. Bernard Defined Benefit Pension Plan and Trust-1$1,144,268$164,667$164,667iApproximate average salary by contribution assumption: employee only about $4,116,675 at 4% or $2,744,450 at 6%; with 50% employer match about $2,744,450 at 4% or $1,829,633 at 6%; with 100% employer match about $2,058,338 at 4% or $1,372,225 at 6%.
200211$729,853$212,367$212,367iApproximate average salary by contribution assumption: employee only about $5,309,175 at 4% or $3,539,450 at 6%; with 50% employer match about $3,539,450 at 4% or $2,359,633 at 6%; with 100% employer match about $2,654,588 at 4% or $1,769,725 at 6%.
James W. Bernard Defined Benefit Pension Plan and Trust-1$729,853$212,367$212,367iApproximate average salary by contribution assumption: employee only about $5,309,175 at 4% or $3,539,450 at 6%; with 50% employer match about $3,539,450 at 4% or $2,359,633 at 6%; with 100% employer match about $2,654,588 at 4% or $1,769,725 at 6%.
200111$657,871$120,587$120,587iApproximate average salary by contribution assumption: employee only about $3,014,675 at 4% or $2,009,783 at 6%; with 50% employer match about $2,009,783 at 4% or $1,339,856 at 6%; with 100% employer match about $1,507,338 at 4% or $1,004,892 at 6%.
James W. Bernard Defined Benefit Pension Plan and Trust-1$657,871$120,587$120,587iApproximate average salary by contribution assumption: employee only about $3,014,675 at 4% or $2,009,783 at 6%; with 50% employer match about $2,009,783 at 4% or $1,339,856 at 6%; with 100% employer match about $1,507,338 at 4% or $1,004,892 at 6%.
200011$597,517$120,251$120,251iApproximate average salary by contribution assumption: employee only about $3,006,275 at 4% or $2,004,183 at 6%; with 50% employer match about $2,004,183 at 4% or $1,336,122 at 6%; with 100% employer match about $1,503,138 at 4% or $1,002,092 at 6%.
James W. Bernard Defined Benefit Pension Plan and Trust-1$597,517$120,251$120,251iApproximate average salary by contribution assumption: employee only about $3,006,275 at 4% or $2,004,183 at 6%; with 50% employer match about $2,004,183 at 4% or $1,336,122 at 6%; with 100% employer match about $1,503,138 at 4% or $1,002,092 at 6%.
199911$443,101$149,663$149,663iApproximate average salary by contribution assumption: employee only about $3,741,575 at 4% or $2,494,383 at 6%; with 50% employer match about $2,494,383 at 4% or $1,662,922 at 6%; with 100% employer match about $1,870,788 at 4% or $1,247,192 at 6%.
James W. Bernard Defined Benefit Pension Plan and Trust-1$443,101$149,663$149,663iApproximate average salary by contribution assumption: employee only about $3,741,575 at 4% or $2,494,383 at 6%; with 50% employer match about $2,494,383 at 4% or $1,662,922 at 6%; with 100% employer match about $1,870,788 at 4% or $1,247,192 at 6%.