Civic Intelligence

Berman & Simmons, P.A.

Plan context: Berman & Simmons, P.A. 401K Profit Sharing Plan

EIN 01-0315653 • Lewiston, ME • 29 filings • 6 plans

129 Lisbon StreetLewiston, ME 04240
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$32,972,315

2024 Contributions

$1,546,785

Historical Graphs

Total Assets Over Time

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

$34,830,248$17,415,124$0199920122024YearValue
$32,972,315Latest year 2024

Participants Over Time

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

71360199920122024YearValue
62Latest 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
2024162$32,972,315$1,546,785$24,948iApproximate average salary by contribution assumption: employee only about $623,704 at 4% or $415,802 at 6%; with 50% employer match about $415,802 at 4% or $277,202 at 6%; with 100% employer match about $311,852 at 4% or $207,901 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-62$32,972,315$1,546,785$24,948iApproximate average salary by contribution assumption: employee only about $623,704 at 4% or $415,802 at 6%; with 50% employer match about $415,802 at 4% or $277,202 at 6%; with 100% employer match about $311,852 at 4% or $207,901 at 6%.
2023164$32,160,279$1,921,990$30,031iApproximate average salary by contribution assumption: employee only about $750,777 at 4% or $500,518 at 6%; with 50% employer match about $500,518 at 4% or $333,679 at 6%; with 100% employer match about $375,389 at 4% or $250,259 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-64$32,160,279$1,921,990$30,031iApproximate average salary by contribution assumption: employee only about $750,777 at 4% or $500,518 at 6%; with 50% employer match about $500,518 at 4% or $333,679 at 6%; with 100% employer match about $375,389 at 4% or $250,259 at 6%.
2022167$29,918,442$1,456,496$21,739iApproximate average salary by contribution assumption: employee only about $543,469 at 4% or $362,312 at 6%; with 50% employer match about $362,312 at 4% or $241,542 at 6%; with 100% employer match about $271,734 at 4% or $181,156 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-67$29,918,442$1,456,496$21,739iApproximate average salary by contribution assumption: employee only about $543,469 at 4% or $362,312 at 6%; with 50% employer match about $362,312 at 4% or $241,542 at 6%; with 100% employer match about $271,734 at 4% or $181,156 at 6%.
2021158$34,830,248$1,974,275$34,039iApproximate average salary by contribution assumption: employee only about $850,981 at 4% or $567,320 at 6%; with 50% employer match about $567,320 at 4% or $378,214 at 6%; with 100% employer match about $425,490 at 4% or $283,660 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-58$34,830,248$1,974,275$34,039iApproximate average salary by contribution assumption: employee only about $850,981 at 4% or $567,320 at 6%; with 50% employer match about $567,320 at 4% or $378,214 at 6%; with 100% employer match about $425,490 at 4% or $283,660 at 6%.
2020156$32,181,108$1,380,700$24,655iApproximate average salary by contribution assumption: employee only about $616,384 at 4% or $410,923 at 6%; with 50% employer match about $410,923 at 4% or $273,948 at 6%; with 100% employer match about $308,192 at 4% or $205,461 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-56$32,181,108$1,380,700$24,655iApproximate average salary by contribution assumption: employee only about $616,384 at 4% or $410,923 at 6%; with 50% employer match about $410,923 at 4% or $273,948 at 6%; with 100% employer match about $308,192 at 4% or $205,461 at 6%.
2019161$27,060,806$1,193,408$19,564iApproximate average salary by contribution assumption: employee only about $489,102 at 4% or $326,068 at 6%; with 50% employer match about $326,068 at 4% or $217,379 at 6%; with 100% employer match about $244,551 at 4% or $163,034 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-61$27,060,806$1,193,408$19,564iApproximate average salary by contribution assumption: employee only about $489,102 at 4% or $326,068 at 6%; with 50% employer match about $326,068 at 4% or $217,379 at 6%; with 100% employer match about $244,551 at 4% or $163,034 at 6%.
2018165$21,487,562$1,143,990$17,600iApproximate average salary by contribution assumption: employee only about $439,996 at 4% or $293,331 at 6%; with 50% employer match about $293,331 at 4% or $195,554 at 6%; with 100% employer match about $219,998 at 4% or $146,665 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-65$21,487,562$1,143,990$17,600iApproximate average salary by contribution assumption: employee only about $439,996 at 4% or $293,331 at 6%; with 50% employer match about $293,331 at 4% or $195,554 at 6%; with 100% employer match about $219,998 at 4% or $146,665 at 6%.
2017160$21,846,685$1,043,963$17,399iApproximate average salary by contribution assumption: employee only about $434,985 at 4% or $289,990 at 6%; with 50% employer match about $289,990 at 4% or $193,326 at 6%; with 100% employer match about $217,492 at 4% or $144,995 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-60$21,846,685$1,043,963$17,399iApproximate average salary by contribution assumption: employee only about $434,985 at 4% or $289,990 at 6%; with 50% employer match about $289,990 at 4% or $193,326 at 6%; with 100% employer match about $217,492 at 4% or $144,995 at 6%.
2016154$17,878,454$996,430$18,452iApproximate average salary by contribution assumption: employee only about $461,310 at 4% or $307,540 at 6%; with 50% employer match about $307,540 at 4% or $205,027 at 6%; with 100% employer match about $230,655 at 4% or $153,770 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-54$17,878,454$996,430$18,452iApproximate average salary by contribution assumption: employee only about $461,310 at 4% or $307,540 at 6%; with 50% employer match about $307,540 at 4% or $205,027 at 6%; with 100% employer match about $230,655 at 4% or $153,770 at 6%.
2015158$16,180,128$510,656$8,804iApproximate average salary by contribution assumption: employee only about $220,110 at 4% or $146,740 at 6%; with 50% employer match about $146,740 at 4% or $97,827 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-58$16,180,128$510,656$8,804iApproximate average salary by contribution assumption: employee only about $220,110 at 4% or $146,740 at 6%; with 50% employer match about $146,740 at 4% or $97,827 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%.
2014166$17,811,170$1,037,790$15,724iApproximate average salary by contribution assumption: employee only about $393,102 at 4% or $262,068 at 6%; with 50% employer match about $262,068 at 4% or $174,712 at 6%; with 100% employer match about $196,551 at 4% or $131,034 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-66$17,811,170$1,037,790$15,724iApproximate average salary by contribution assumption: employee only about $393,102 at 4% or $262,068 at 6%; with 50% employer match about $262,068 at 4% or $174,712 at 6%; with 100% employer match about $196,551 at 4% or $131,034 at 6%.
2013169$16,053,326$940,299$13,628iApproximate average salary by contribution assumption: employee only about $340,688 at 4% or $227,125 at 6%; with 50% employer match about $227,125 at 4% or $151,417 at 6%; with 100% employer match about $170,344 at 4% or $113,563 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-69$16,053,326$940,299$13,628iApproximate average salary by contribution assumption: employee only about $340,688 at 4% or $227,125 at 6%; with 50% employer match about $227,125 at 4% or $151,417 at 6%; with 100% employer match about $170,344 at 4% or $113,563 at 6%.
2012171$15,424,735$990,713$13,954iApproximate average salary by contribution assumption: employee only about $348,843 at 4% or $232,562 at 6%; with 50% employer match about $232,562 at 4% or $155,041 at 6%; with 100% employer match about $174,421 at 4% or $116,281 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-71$15,424,735$990,713$13,954iApproximate average salary by contribution assumption: employee only about $348,843 at 4% or $232,562 at 6%; with 50% employer match about $232,562 at 4% or $155,041 at 6%; with 100% employer match about $174,421 at 4% or $116,281 at 6%.
2011169$13,436,135$941,348$13,643iApproximate average salary by contribution assumption: employee only about $341,068 at 4% or $227,379 at 6%; with 50% employer match about $227,379 at 4% or $151,586 at 6%; with 100% employer match about $170,534 at 4% or $113,689 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-69$13,436,135$941,348$13,643iApproximate average salary by contribution assumption: employee only about $341,068 at 4% or $227,379 at 6%; with 50% employer match about $227,379 at 4% or $151,586 at 6%; with 100% employer match about $170,534 at 4% or $113,689 at 6%.
2010164$13,972,051$921,746$14,402iApproximate average salary by contribution assumption: employee only about $360,057 at 4% or $240,038 at 6%; with 50% employer match about $240,038 at 4% or $160,025 at 6%; with 100% employer match about $180,029 at 4% or $120,019 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-64$13,972,051$921,746$14,402iApproximate average salary by contribution assumption: employee only about $360,057 at 4% or $240,038 at 6%; with 50% employer match about $240,038 at 4% or $160,025 at 6%; with 100% employer match about $180,029 at 4% or $120,019 at 6%.
2009164$12,140,314$871,285$13,614iApproximate average salary by contribution assumption: employee only about $340,346 at 4% or $226,897 at 6%; with 50% employer match about $226,897 at 4% or $151,265 at 6%; with 100% employer match about $170,173 at 4% or $113,449 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-64$12,140,314$871,285$13,614iApproximate average salary by contribution assumption: employee only about $340,346 at 4% or $226,897 at 6%; with 50% employer match about $226,897 at 4% or $151,265 at 6%; with 100% employer match about $170,173 at 4% or $113,449 at 6%.
2008153$9,221,128$947,382$17,875iApproximate average salary by contribution assumption: employee only about $446,878 at 4% or $297,919 at 6%; with 50% employer match about $297,919 at 4% or $198,613 at 6%; with 100% employer match about $223,439 at 4% or $148,959 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-53$9,221,128$947,382$17,875iApproximate average salary by contribution assumption: employee only about $446,878 at 4% or $297,919 at 6%; with 50% employer match about $297,919 at 4% or $198,613 at 6%; with 100% employer match about $223,439 at 4% or $148,959 at 6%.
2007154$12,764,143$802,510$14,861iApproximate average salary by contribution assumption: employee only about $371,532 at 4% or $247,688 at 6%; with 50% employer match about $247,688 at 4% or $165,126 at 6%; with 100% employer match about $185,766 at 4% or $123,844 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-54$12,764,143$802,510$14,861iApproximate average salary by contribution assumption: employee only about $371,532 at 4% or $247,688 at 6%; with 50% employer match about $247,688 at 4% or $165,126 at 6%; with 100% employer match about $185,766 at 4% or $123,844 at 6%.
2006145$12,094,295$642,289$14,273iApproximate average salary by contribution assumption: employee only about $356,827 at 4% or $237,885 at 6%; with 50% employer match about $237,885 at 4% or $158,590 at 6%; with 100% employer match about $178,414 at 4% or $118,942 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-45$12,094,295$642,289$14,273iApproximate average salary by contribution assumption: employee only about $356,827 at 4% or $237,885 at 6%; with 50% employer match about $237,885 at 4% or $158,590 at 6%; with 100% employer match about $178,414 at 4% or $118,942 at 6%.
2005143$10,959,156$583,464$13,569iApproximate average salary by contribution assumption: employee only about $339,223 at 4% or $226,149 at 6%; with 50% employer match about $226,149 at 4% or $150,766 at 6%; with 100% employer match about $169,612 at 4% or $113,074 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-43$10,959,156$583,464$13,569iApproximate average salary by contribution assumption: employee only about $339,223 at 4% or $226,149 at 6%; with 50% employer match about $226,149 at 4% or $150,766 at 6%; with 100% employer match about $169,612 at 4% or $113,074 at 6%.
2004145$10,023,283$632,938$14,065iApproximate average salary by contribution assumption: employee only about $351,632 at 4% or $234,421 at 6%; with 50% employer match about $234,421 at 4% or $156,281 at 6%; with 100% employer match about $175,816 at 4% or $117,211 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-45$10,023,283$632,938$14,065iApproximate average salary by contribution assumption: employee only about $351,632 at 4% or $234,421 at 6%; with 50% employer match about $234,421 at 4% or $156,281 at 6%; with 100% employer match about $175,816 at 4% or $117,211 at 6%.
2003145$8,780,548$632,591$14,058iApproximate average salary by contribution assumption: employee only about $351,439 at 4% or $234,293 at 6%; with 50% employer match about $234,293 at 4% or $156,195 at 6%; with 100% employer match about $175,720 at 4% or $117,146 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-45$8,780,548$632,591$14,058iApproximate average salary by contribution assumption: employee only about $351,439 at 4% or $234,293 at 6%; with 50% employer match about $234,293 at 4% or $156,195 at 6%; with 100% employer match about $175,720 at 4% or $117,146 at 6%.
2002148$7,109,160$625,020$13,021iApproximate average salary by contribution assumption: employee only about $325,531 at 4% or $217,021 at 6%; with 50% employer match about $217,021 at 4% or $144,681 at 6%; with 100% employer match about $162,766 at 4% or $108,510 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-48$7,109,160$625,020$13,021iApproximate average salary by contribution assumption: employee only about $325,531 at 4% or $217,021 at 6%; with 50% employer match about $217,021 at 4% or $144,681 at 6%; with 100% employer match about $162,766 at 4% or $108,510 at 6%.
2001247$7,536,216$608,956$12,957iApproximate average salary by contribution assumption: employee only about $323,913 at 4% or $215,942 at 6%; with 50% employer match about $215,942 at 4% or $143,961 at 6%; with 100% employer match about $161,956 at 4% or $107,971 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-47$7,536,216$398,405$8,477iApproximate average salary by contribution assumption: employee only about $211,918 at 4% or $141,278 at 6%; with 50% employer match about $141,278 at 4% or $94,186 at 6%; with 100% employer match about $105,959 at 4% or $70,639 at 6%.
Berman & Simmons, P.A. Money Purchase Pension Plan-0-$210,551-
2000249$9,282,880$419,106$8,553iApproximate average salary by contribution assumption: employee only about $213,830 at 4% or $142,553 at 6%; with 50% employer match about $142,553 at 4% or $95,035 at 6%; with 100% employer match about $106,915 at 4% or $71,277 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-49$7,967,376$197,997$4,041iApproximate average salary by contribution assumption: employee only about $101,019 at 4% or $67,346 at 6%; with 50% employer match about $67,346 at 4% or $44,897 at 6%; with 100% employer match about $50,509 at 4% or $33,673 at 6%.
Berman & Simmons, P.A. Money Purchase Pension Plan-49$1,315,504$221,109$4,512iApproximate average salary by contribution assumption: employee only about $112,811 at 4% or $75,207 at 6%; with 50% employer match about $75,207 at 4% or $50,138 at 6%; with 100% employer match about $56,405 at 4% or $37,604 at 6%.
1999249$9,419,351$506,584$10,338iApproximate average salary by contribution assumption: employee only about $258,461 at 4% or $172,307 at 6%; with 50% employer match about $172,307 at 4% or $114,872 at 6%; with 100% employer match about $129,231 at 4% or $86,154 at 6%.
Berman & Simmons, P.A. 401K Profit Sharing Plan-48$8,273,085$321,349$6,695iApproximate average salary by contribution assumption: employee only about $167,369 at 4% or $111,580 at 6%; with 50% employer match about $111,580 at 4% or $74,386 at 6%; with 100% employer match about $83,685 at 4% or $55,790 at 6%.
Berman & Simmons, P.A. Money Purchase Pension Plan-49$1,146,266$185,235$3,780iApproximate average salary by contribution assumption: employee only about $94,508 at 4% or $63,005 at 6%; with 50% employer match about $63,005 at 4% or $42,003 at 6%; with 100% employer match about $47,254 at 4% or $31,503 at 6%.