Kathleen Bernards, CPA
Plan context: Kathleen L Bernards CPA 401K Plan
EIN 93-0937568 • Mcminnville, OR • 10 filings • 6 plans
Current Snapshot
Latest Year
2013
2013 Participants
9
2013 Assets
$304,710
2013 Contributions
$31,234
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 9 | $304,710 | $31,234 | $3,470iApproximate average salary by contribution assumption: employee only about $86,761 at 4% or $57,841 at 6%; with 50% employer match about $57,841 at 4% or $38,560 at 6%; with 100% employer match about $43,381 at 4% or $28,920 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 9 | $304,710 | $31,234 | $3,470iApproximate average salary by contribution assumption: employee only about $86,761 at 4% or $57,841 at 6%; with 50% employer match about $57,841 at 4% or $38,560 at 6%; with 100% employer match about $43,381 at 4% or $28,920 at 6%. |
| 2012 | 1 | 8 | $225,467 | $31,758 | $3,970iApproximate average salary by contribution assumption: employee only about $99,244 at 4% or $66,163 at 6%; with 50% employer match about $66,163 at 4% or $44,108 at 6%; with 100% employer match about $49,622 at 4% or $33,081 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 8 | $225,467 | $31,758 | $3,970iApproximate average salary by contribution assumption: employee only about $99,244 at 4% or $66,163 at 6%; with 50% employer match about $66,163 at 4% or $44,108 at 6%; with 100% employer match about $49,622 at 4% or $33,081 at 6%. |
| 2011 | 1 | 9 | $171,563 | $28,225 | $3,136iApproximate average salary by contribution assumption: employee only about $78,403 at 4% or $52,269 at 6%; with 50% employer match about $52,269 at 4% or $34,846 at 6%; with 100% employer match about $39,201 at 4% or $26,134 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 9 | $171,563 | $28,225 | $3,136iApproximate average salary by contribution assumption: employee only about $78,403 at 4% or $52,269 at 6%; with 50% employer match about $52,269 at 4% or $34,846 at 6%; with 100% employer match about $39,201 at 4% or $26,134 at 6%. |
| 2010 | 1 | 8 | $151,495 | $24,422 | $3,053iApproximate average salary by contribution assumption: employee only about $76,319 at 4% or $50,879 at 6%; with 50% employer match about $50,879 at 4% or $33,919 at 6%; with 100% employer match about $38,159 at 4% or $25,440 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 8 | $151,495 | $24,422 | $3,053iApproximate average salary by contribution assumption: employee only about $76,319 at 4% or $50,879 at 6%; with 50% employer match about $50,879 at 4% or $33,919 at 6%; with 100% employer match about $38,159 at 4% or $25,440 at 6%. |
| 2009 | 1 | 7 | $113,316 | $15,010 | $2,144iApproximate average salary by contribution assumption: employee only about $53,607 at 4% or $35,738 at 6%; with 50% employer match about $35,738 at 4% or $23,825 at 6%; with 100% employer match about $26,804 at 4% or $17,869 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 7 | $113,316 | $15,010 | $2,144iApproximate average salary by contribution assumption: employee only about $53,607 at 4% or $35,738 at 6%; with 50% employer match about $35,738 at 4% or $23,825 at 6%; with 100% employer match about $26,804 at 4% or $17,869 at 6%. |
| 2008 | 1 | 6 | $75,461 | $14,197 | $2,366iApproximate average salary by contribution assumption: employee only about $59,154 at 4% or $39,436 at 6%; with 50% employer match about $39,436 at 4% or $26,291 at 6%; with 100% employer match about $29,577 at 4% or $19,718 at 6%. |
| Kathleen L Bernards CPA 401K Plan | - | 6 | $75,461 | $14,197 | $2,366iApproximate average salary by contribution assumption: employee only about $59,154 at 4% or $39,436 at 6%; with 50% employer match about $39,436 at 4% or $26,291 at 6%; with 100% employer match about $29,577 at 4% or $19,718 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Kathleen L Bernards CPA 401K Plan | - | 7 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Kathleen Bernards, CPA Cafeteria Benefits Plan | - | 3 | - | - | - |
| Kathleen Bernards, CPA Cafeteria Benefits Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $0 | $0 | - |
| Kathleen Bernards, CPA Cafeteria Benefits Plan | - | 3 | - | - | - |