Berkeley Policy Associates
Plan context: Berkeley Policy Associates Employee Stock Ownership Plan
EIN 94-2165233 • 15 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
14
2014 Assets
$39,211
2014 Contributions
$110
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2013 | 1 | 14 | $39,211 | $110 | $8iApproximate average salary by contribution assumption: employee only about $196 at 4% or $131 at 6%; with 50% employer match about $131 at 4% or $87 at 6%; with 100% employer match about $98 at 4% or $65 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 14 | $39,211 | $110 | $8iApproximate average salary by contribution assumption: employee only about $196 at 4% or $131 at 6%; with 50% employer match about $131 at 4% or $87 at 6%; with 100% employer match about $98 at 4% or $65 at 6%. |
| 2012 | 1 | 14 | $2,588,267 | $77,475 | $5,534iApproximate average salary by contribution assumption: employee only about $138,348 at 4% or $92,232 at 6%; with 50% employer match about $92,232 at 4% or $61,488 at 6%; with 100% employer match about $69,174 at 4% or $46,116 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 14 | $2,588,267 | $77,475 | $5,534iApproximate average salary by contribution assumption: employee only about $138,348 at 4% or $92,232 at 6%; with 50% employer match about $92,232 at 4% or $61,488 at 6%; with 100% employer match about $69,174 at 4% or $46,116 at 6%. |
| 2011 | 1 | 14 | $2,992,362 | $125,350 | $8,954iApproximate average salary by contribution assumption: employee only about $223,839 at 4% or $149,226 at 6%; with 50% employer match about $149,226 at 4% or $99,484 at 6%; with 100% employer match about $111,920 at 4% or $74,613 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 14 | $2,992,362 | $125,350 | $8,954iApproximate average salary by contribution assumption: employee only about $223,839 at 4% or $149,226 at 6%; with 50% employer match about $149,226 at 4% or $99,484 at 6%; with 100% employer match about $111,920 at 4% or $74,613 at 6%. |
| 2010 | 1 | 15 | $3,015,334 | $191,235 | $12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 15 | $3,015,334 | $191,235 | $12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%. |
| 2009 | 1 | 27 | $2,900,795 | $293,698 | $10,878iApproximate average salary by contribution assumption: employee only about $271,943 at 4% or $181,295 at 6%; with 50% employer match about $181,295 at 4% or $120,863 at 6%; with 100% employer match about $135,971 at 4% or $90,648 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 27 | $2,900,795 | $293,698 | $10,878iApproximate average salary by contribution assumption: employee only about $271,943 at 4% or $181,295 at 6%; with 50% employer match about $181,295 at 4% or $120,863 at 6%; with 100% employer match about $135,971 at 4% or $90,648 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 20 | - | - | - |
| 2006 | 1 | 16 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 16 | - | - | - |
| 2005 | 1 | 16 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 16 | - | - | - |
| 2004 | 1 | 15 | $2,292,932 | $125,652 | $8,377iApproximate average salary by contribution assumption: employee only about $209,420 at 4% or $139,613 at 6%; with 50% employer match about $139,613 at 4% or $93,076 at 6%; with 100% employer match about $104,710 at 4% or $69,807 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 15 | $2,292,932 | $125,652 | $8,377iApproximate average salary by contribution assumption: employee only about $209,420 at 4% or $139,613 at 6%; with 50% employer match about $139,613 at 4% or $93,076 at 6%; with 100% employer match about $104,710 at 4% or $69,807 at 6%. |
| 2003 | 1 | 17 | $2,206,429 | $198,071 | $11,651iApproximate average salary by contribution assumption: employee only about $291,281 at 4% or $194,187 at 6%; with 50% employer match about $194,187 at 4% or $129,458 at 6%; with 100% employer match about $145,640 at 4% or $97,094 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 17 | $2,206,429 | $198,071 | $11,651iApproximate average salary by contribution assumption: employee only about $291,281 at 4% or $194,187 at 6%; with 50% employer match about $194,187 at 4% or $129,458 at 6%; with 100% employer match about $145,640 at 4% or $97,094 at 6%. |
| 2002 | 1 | 24 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 24 | - | - | - |
| 2001 | 1 | 17 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 17 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 9 | - | - | - |
| 1999 | 1 | 22 | $2,055,454 | $207,958 | $9,453iApproximate average salary by contribution assumption: employee only about $236,316 at 4% or $157,544 at 6%; with 50% employer match about $157,544 at 4% or $105,029 at 6%; with 100% employer match about $118,158 at 4% or $78,772 at 6%. |
| Berkeley Policy Associates Employee Stock Ownership Plan | - | 22 | $2,055,454 | $207,958 | $9,453iApproximate average salary by contribution assumption: employee only about $236,316 at 4% or $157,544 at 6%; with 50% employer match about $157,544 at 4% or $105,029 at 6%; with 100% employer match about $118,158 at 4% or $78,772 at 6%. |