Civic Intelligence

Berry Insurance Agency Inc.

Plan context: The Berry Group 401K Employee Savings Plan

EIN 93-0945337 • Portland, OR • 16 filings • 3 plans

1727 Northeast 13th AvePortland, OR 97212
Current Snapshot

Latest Year

2010

2010 Participants

19

2010 Assets

$1,759,046

2010 Contributions

$56,998

Historical Graphs

Total Assets Over Time

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

$2,375,508$1,187,754$0199920052009YearValue
$1,759,046Latest year 2009

Participants Over Time

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

19100199920042009YearValue
19Latest year 2009

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
201010$0$0-
The Berry Group 401K Employee Savings Plan-0$0$0-
2009119$1,759,046$0-
The Berry Group 401K Employee Savings Plan-19$1,759,046$0-
2008113$1,517,751$56,998$4,384iApproximate average salary by contribution assumption: employee only about $109,612 at 4% or $73,074 at 6%; with 50% employer match about $73,074 at 4% or $48,716 at 6%; with 100% employer match about $54,806 at 4% or $36,537 at 6%.
The Berry Group 401K Employee Savings Plan-13$1,517,751$56,998$4,384iApproximate average salary by contribution assumption: employee only about $109,612 at 4% or $73,074 at 6%; with 50% employer match about $73,074 at 4% or $48,716 at 6%; with 100% employer match about $54,806 at 4% or $36,537 at 6%.
2007112$2,375,508$229,373$19,114iApproximate average salary by contribution assumption: employee only about $477,860 at 4% or $318,574 at 6%; with 50% employer match about $318,574 at 4% or $212,382 at 6%; with 100% employer match about $238,930 at 4% or $159,287 at 6%.
The Berry Group 401K Employee Savings Plan-12$2,375,508$229,373$19,114iApproximate average salary by contribution assumption: employee only about $477,860 at 4% or $318,574 at 6%; with 50% employer match about $318,574 at 4% or $212,382 at 6%; with 100% employer match about $238,930 at 4% or $159,287 at 6%.
2006114$2,060,220$216,437$15,460iApproximate average salary by contribution assumption: employee only about $386,495 at 4% or $257,663 at 6%; with 50% employer match about $257,663 at 4% or $171,775 at 6%; with 100% employer match about $193,247 at 4% or $128,832 at 6%.
The Berry Group 401K Employee Savings Plan-14$2,060,220$216,437$15,460iApproximate average salary by contribution assumption: employee only about $386,495 at 4% or $257,663 at 6%; with 50% employer match about $257,663 at 4% or $171,775 at 6%; with 100% employer match about $193,247 at 4% or $128,832 at 6%.
2005116$1,620,308$154,026$9,627iApproximate average salary by contribution assumption: employee only about $240,666 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,963 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
The Berry Group 401K Employee Savings Plan-16$1,620,308$154,026$9,627iApproximate average salary by contribution assumption: employee only about $240,666 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,963 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
2004115$1,350,437$144,448$9,630iApproximate average salary by contribution assumption: employee only about $240,747 at 4% or $160,498 at 6%; with 50% employer match about $160,498 at 4% or $106,999 at 6%; with 100% employer match about $120,373 at 4% or $80,249 at 6%.
The Berry Group 401K Employee Savings Plan-15$1,350,437$144,448$9,630iApproximate average salary by contribution assumption: employee only about $240,747 at 4% or $160,498 at 6%; with 50% employer match about $160,498 at 4% or $106,999 at 6%; with 100% employer match about $120,373 at 4% or $80,249 at 6%.
2003115$1,091,691$130,334$8,689iApproximate average salary by contribution assumption: employee only about $217,223 at 4% or $144,816 at 6%; with 50% employer match about $144,816 at 4% or $96,544 at 6%; with 100% employer match about $108,612 at 4% or $72,408 at 6%.
The Berry Group 401K Employee Savings Plan-15$1,091,691$130,334$8,689iApproximate average salary by contribution assumption: employee only about $217,223 at 4% or $144,816 at 6%; with 50% employer match about $144,816 at 4% or $96,544 at 6%; with 100% employer match about $108,612 at 4% or $72,408 at 6%.
2002216$764,966$120,503$7,531iApproximate average salary by contribution assumption: employee only about $188,286 at 4% or $125,524 at 6%; with 50% employer match about $125,524 at 4% or $83,683 at 6%; with 100% employer match about $94,143 at 4% or $62,762 at 6%.
The Berry Group 401K Employee Savings Plan-16$764,966$120,503$7,531iApproximate average salary by contribution assumption: employee only about $188,286 at 4% or $125,524 at 6%; with 50% employer match about $125,524 at 4% or $83,683 at 6%; with 100% employer match about $94,143 at 4% or $62,762 at 6%.
The Berry Group Money Purchase Pension Plan-0---
2001214$0$0-
The Berry Group 401K Employee Savings Plan-14---
The Berry Group Money Purchase Pension Plan-14---
2000214$945,581$120,690$8,621iApproximate average salary by contribution assumption: employee only about $215,518 at 4% or $143,679 at 6%; with 50% employer match about $143,679 at 4% or $95,786 at 6%; with 100% employer match about $107,759 at 4% or $71,839 at 6%.
The Berry Group 401K Employee Savings Plan-14$778,160$83,436$5,960iApproximate average salary by contribution assumption: employee only about $148,993 at 4% or $99,329 at 6%; with 50% employer match about $99,329 at 4% or $66,219 at 6%; with 100% employer match about $74,496 at 4% or $49,664 at 6%.
The Berry Group Money Purchase Pension Plan-14$167,421$37,254$2,661iApproximate average salary by contribution assumption: employee only about $66,525 at 4% or $44,350 at 6%; with 50% employer match about $44,350 at 4% or $29,567 at 6%; with 100% employer match about $33,263 at 4% or $22,175 at 6%.
1999214$978,205$116,888$8,349iApproximate average salary by contribution assumption: employee only about $208,729 at 4% or $139,152 at 6%; with 50% employer match about $139,152 at 4% or $92,768 at 6%; with 100% employer match about $104,364 at 4% or $69,576 at 6%.
The Berry Group 401K Employee Savings Plan-14$838,343$81,343$5,810iApproximate average salary by contribution assumption: employee only about $145,255 at 4% or $96,837 at 6%; with 50% employer match about $96,837 at 4% or $64,558 at 6%; with 100% employer match about $72,628 at 4% or $48,418 at 6%.
The Berry Group Money Purchase Pension Plan-14$139,862$35,545$2,539iApproximate average salary by contribution assumption: employee only about $63,473 at 4% or $42,315 at 6%; with 50% employer match about $42,315 at 4% or $28,210 at 6%; with 100% employer match about $31,737 at 4% or $21,158 at 6%.