Civic Intelligence

Bernstein, Shur, Sawyer, & Nelson, P.A.

Plan context: Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan

EIN 01-0378211 • Portland, ME • 91 filings • 23 plans

PO Box 9729Portland, ME 04101-5029
Current Snapshot

Latest Year

2024

2024 Participants

201

2024 Assets

$136,554,140

2024 Contributions

$5,365,941

Historical Graphs

Total Assets Over Time

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

$136,554,140$68,277,070$0199920122024YearValue
$136,554,140Latest year 2024

Participants Over Time

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

2301150199920122024YearValue
201Latest 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
20242201$136,554,140$5,365,941$26,696iApproximate average salary by contribution assumption: employee only about $667,406 at 4% or $444,937 at 6%; with 50% employer match about $444,937 at 4% or $296,625 at 6%; with 100% employer match about $333,703 at 4% or $222,469 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-201$136,554,140$5,365,941$26,696iApproximate average salary by contribution assumption: employee only about $667,406 at 4% or $444,937 at 6%; with 50% employer match about $444,937 at 4% or $296,625 at 6%; with 100% employer match about $333,703 at 4% or $222,469 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-190---
20232224$124,579,437$5,770,811$25,763iApproximate average salary by contribution assumption: employee only about $644,064 at 4% or $429,376 at 6%; with 50% employer match about $429,376 at 4% or $286,251 at 6%; with 100% employer match about $322,032 at 4% or $214,688 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-214$124,579,437$5,770,811$26,966iApproximate average salary by contribution assumption: employee only about $674,160 at 4% or $449,440 at 6%; with 50% employer match about $449,440 at 4% or $299,627 at 6%; with 100% employer match about $337,080 at 4% or $224,720 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-224---
20222230$107,076,518$5,858,456$25,472iApproximate average salary by contribution assumption: employee only about $636,789 at 4% or $424,526 at 6%; with 50% employer match about $424,526 at 4% or $283,017 at 6%; with 100% employer match about $318,394 at 4% or $212,263 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-230$107,076,518$5,858,456$25,472iApproximate average salary by contribution assumption: employee only about $636,789 at 4% or $424,526 at 6%; with 50% employer match about $424,526 at 4% or $283,017 at 6%; with 100% employer match about $318,394 at 4% or $212,263 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-223---
20212226$127,422,816$5,328,573$23,578iApproximate average salary by contribution assumption: employee only about $589,444 at 4% or $392,963 at 6%; with 50% employer match about $392,963 at 4% or $261,975 at 6%; with 100% employer match about $294,722 at 4% or $196,481 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-226$127,422,816$5,328,573$23,578iApproximate average salary by contribution assumption: employee only about $589,444 at 4% or $392,963 at 6%; with 50% employer match about $392,963 at 4% or $261,975 at 6%; with 100% employer match about $294,722 at 4% or $196,481 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-224---
20202212$114,678,853$4,795,076$22,618iApproximate average salary by contribution assumption: employee only about $565,457 at 4% or $376,971 at 6%; with 50% employer match about $376,971 at 4% or $251,314 at 6%; with 100% employer match about $282,729 at 4% or $188,486 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-212$114,678,853$4,795,076$22,618iApproximate average salary by contribution assumption: employee only about $565,457 at 4% or $376,971 at 6%; with 50% employer match about $376,971 at 4% or $251,314 at 6%; with 100% employer match about $282,729 at 4% or $188,486 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-205---
20192224$96,930,546$4,426,771$19,762iApproximate average salary by contribution assumption: employee only about $494,059 at 4% or $329,373 at 6%; with 50% employer match about $329,373 at 4% or $219,582 at 6%; with 100% employer match about $247,030 at 4% or $164,686 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-224$96,930,546$4,426,771$19,762iApproximate average salary by contribution assumption: employee only about $494,059 at 4% or $329,373 at 6%; with 50% employer match about $329,373 at 4% or $219,582 at 6%; with 100% employer match about $247,030 at 4% or $164,686 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-216---
20182207$79,919,145$4,654,771$22,487iApproximate average salary by contribution assumption: employee only about $562,170 at 4% or $374,780 at 6%; with 50% employer match about $374,780 at 4% or $249,854 at 6%; with 100% employer match about $281,085 at 4% or $187,390 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-207$79,919,145$4,654,771$22,487iApproximate average salary by contribution assumption: employee only about $562,170 at 4% or $374,780 at 6%; with 50% employer match about $374,780 at 4% or $249,854 at 6%; with 100% employer match about $281,085 at 4% or $187,390 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-203---
20172197$87,564,133$3,860,306$19,595iApproximate average salary by contribution assumption: employee only about $489,887 at 4% or $326,591 at 6%; with 50% employer match about $326,591 at 4% or $217,727 at 6%; with 100% employer match about $244,943 at 4% or $163,296 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-197$87,564,133$3,860,306$19,595iApproximate average salary by contribution assumption: employee only about $489,887 at 4% or $326,591 at 6%; with 50% employer match about $326,591 at 4% or $217,727 at 6%; with 100% employer match about $244,943 at 4% or $163,296 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-187---
20162202$78,005,651$4,650,550$23,023iApproximate average salary by contribution assumption: employee only about $575,563 at 4% or $383,709 at 6%; with 50% employer match about $383,709 at 4% or $255,806 at 6%; with 100% employer match about $287,782 at 4% or $191,854 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-202$78,005,651$4,650,550$23,023iApproximate average salary by contribution assumption: employee only about $575,563 at 4% or $383,709 at 6%; with 50% employer match about $383,709 at 4% or $255,806 at 6%; with 100% employer match about $287,782 at 4% or $191,854 at 6%.
Berstein Shur Consolidated Welfare Benefit Plan-197---
20155196$74,513,419$4,542,001$23,173iApproximate average salary by contribution assumption: employee only about $579,337 at 4% or $386,225 at 6%; with 50% employer match about $386,225 at 4% or $257,483 at 6%; with 100% employer match about $289,668 at 4% or $193,112 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-196$74,513,419$4,542,001$23,173iApproximate average salary by contribution assumption: employee only about $579,337 at 4% or $386,225 at 6%; with 50% employer match about $386,225 at 4% or $257,483 at 6%; with 100% employer match about $289,668 at 4% or $193,112 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-0---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-0---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-0---
Berstein Shur Consolidated Welfare Benefit Plan-193---
20144194$78,232,441$3,733,216$19,243iApproximate average salary by contribution assumption: employee only about $481,085 at 4% or $320,723 at 6%; with 50% employer match about $320,723 at 4% or $213,815 at 6%; with 100% employer match about $240,542 at 4% or $160,362 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-194$78,232,441$3,733,216$19,243iApproximate average salary by contribution assumption: employee only about $481,085 at 4% or $320,723 at 6%; with 50% employer match about $320,723 at 4% or $213,815 at 6%; with 100% employer match about $240,542 at 4% or $160,362 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-156---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-188---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-188---
20134197$71,238,428$3,746,140$19,016iApproximate average salary by contribution assumption: employee only about $475,398 at 4% or $316,932 at 6%; with 50% employer match about $316,932 at 4% or $211,288 at 6%; with 100% employer match about $237,699 at 4% or $158,466 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-197$71,238,428$3,746,140$19,016iApproximate average salary by contribution assumption: employee only about $475,398 at 4% or $316,932 at 6%; with 50% employer match about $316,932 at 4% or $211,288 at 6%; with 100% employer match about $237,699 at 4% or $158,466 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-191---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-191---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-156---
20124193$58,084,206$3,710,698$19,226iApproximate average salary by contribution assumption: employee only about $480,660 at 4% or $320,440 at 6%; with 50% employer match about $320,440 at 4% or $213,627 at 6%; with 100% employer match about $240,330 at 4% or $160,220 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-193$58,084,206$3,710,698$19,226iApproximate average salary by contribution assumption: employee only about $480,660 at 4% or $320,440 at 6%; with 50% employer match about $320,440 at 4% or $213,627 at 6%; with 100% employer match about $240,330 at 4% or $160,220 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-186---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-186---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-157---
20114191$52,011,183$3,862,682$20,223iApproximate average salary by contribution assumption: employee only about $505,587 at 4% or $337,058 at 6%; with 50% employer match about $337,058 at 4% or $224,705 at 6%; with 100% employer match about $252,793 at 4% or $168,529 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-191$52,011,183$3,862,682$20,223iApproximate average salary by contribution assumption: employee only about $505,587 at 4% or $337,058 at 6%; with 50% employer match about $337,058 at 4% or $224,705 at 6%; with 100% employer match about $252,793 at 4% or $168,529 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-155---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-186---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-186---
20104197$55,990,948$3,328,920$16,898iApproximate average salary by contribution assumption: employee only about $422,452 at 4% or $281,635 at 6%; with 50% employer match about $281,635 at 4% or $187,756 at 6%; with 100% employer match about $211,226 at 4% or $140,817 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-197$55,990,948$3,328,920$16,898iApproximate average salary by contribution assumption: employee only about $422,452 at 4% or $281,635 at 6%; with 50% employer match about $281,635 at 4% or $187,756 at 6%; with 100% employer match about $211,226 at 4% or $140,817 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-195---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-195---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-161---
20094195$46,623,951$3,342,940$17,143iApproximate average salary by contribution assumption: employee only about $428,582 at 4% or $285,721 at 6%; with 50% employer match about $285,721 at 4% or $190,481 at 6%; with 100% employer match about $214,291 at 4% or $142,861 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-195$46,623,951$3,342,940$17,143iApproximate average salary by contribution assumption: employee only about $428,582 at 4% or $285,721 at 6%; with 50% employer match about $285,721 at 4% or $190,481 at 6%; with 100% employer match about $214,291 at 4% or $142,861 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-156---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-189---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-189---
20084179$36,014,312$2,838,385$15,857iApproximate average salary by contribution assumption: employee only about $396,422 at 4% or $264,282 at 6%; with 50% employer match about $264,282 at 4% or $176,188 at 6%; with 100% employer match about $198,211 at 4% or $132,141 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-179$36,014,312$2,838,385$15,857iApproximate average salary by contribution assumption: employee only about $396,422 at 4% or $264,282 at 6%; with 50% employer match about $264,282 at 4% or $176,188 at 6%; with 100% employer match about $198,211 at 4% or $132,141 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-172---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-152---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-173---
20074170$50,051,934$3,007,376$17,690iApproximate average salary by contribution assumption: employee only about $442,261 at 4% or $294,841 at 6%; with 50% employer match about $294,841 at 4% or $196,561 at 6%; with 100% employer match about $221,131 at 4% or $147,420 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-169$50,051,934$3,007,376$17,795iApproximate average salary by contribution assumption: employee only about $444,878 at 4% or $296,585 at 6%; with 50% employer match about $296,585 at 4% or $197,724 at 6%; with 100% employer match about $222,439 at 4% or $148,293 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-152---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-170---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-170---
20064166$44,439,661$2,799,406$16,864iApproximate average salary by contribution assumption: employee only about $421,597 at 4% or $281,065 at 6%; with 50% employer match about $281,065 at 4% or $187,377 at 6%; with 100% employer match about $210,799 at 4% or $140,532 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-164$44,439,661$2,799,406$17,070iApproximate average salary by contribution assumption: employee only about $426,739 at 4% or $284,492 at 6%; with 50% employer match about $284,492 at 4% or $189,662 at 6%; with 100% employer match about $213,369 at 4% or $142,246 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-149---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-166---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-166---
20054157$38,044,194$2,893,132$18,428iApproximate average salary by contribution assumption: employee only about $460,690 at 4% or $307,127 at 6%; with 50% employer match about $307,127 at 4% or $204,751 at 6%; with 100% employer match about $230,345 at 4% or $153,563 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-154$38,044,194$2,893,132$18,787iApproximate average salary by contribution assumption: employee only about $469,664 at 4% or $313,110 at 6%; with 50% employer match about $313,110 at 4% or $208,740 at 6%; with 100% employer match about $234,832 at 4% or $156,555 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-137---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-155---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-157---
20044153$0$0-
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-135---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-150---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-150---
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-153---
20035138$27,781,496$2,090,628$15,149iApproximate average salary by contribution assumption: employee only about $378,737 at 4% or $252,491 at 6%; with 50% employer match about $252,491 at 4% or $168,328 at 6%; with 100% employer match about $189,368 at 4% or $126,246 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-134$27,781,496$1,249,936$9,328iApproximate average salary by contribution assumption: employee only about $233,197 at 4% or $155,465 at 6%; with 50% employer match about $155,465 at 4% or $103,643 at 6%; with 100% employer match about $116,599 at 4% or $77,732 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-138---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-138---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-138---
BERNSTEIN, SHUR, SAWYER, & NELSON, P.A. MONEY PURCHASE PLAN-0-$840,692-
20025140$20,483,260$1,830,399$13,074iApproximate average salary by contribution assumption: employee only about $326,857 at 4% or $217,905 at 6%; with 50% employer match about $217,905 at 4% or $145,270 at 6%; with 100% employer match about $163,428 at 4% or $108,952 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-128$18,696,689$1,044,991$8,164iApproximate average salary by contribution assumption: employee only about $204,100 at 4% or $136,067 at 6%; with 50% employer match about $136,067 at 4% or $90,711 at 6%; with 100% employer match about $102,050 at 4% or $68,033 at 6%.
BERNSTEIN, SHUR, SAWYER, & NELSON, P.A. MONEY PURCHASE PLAN-140$1,786,571$785,408$5,610iApproximate average salary by contribution assumption: employee only about $140,251 at 4% or $93,501 at 6%; with 50% employer match about $93,501 at 4% or $62,334 at 6%; with 100% employer match about $70,126 at 4% or $46,750 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-129---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-132---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-132---
20015134$23,961,535$2,241,530$16,728iApproximate average salary by contribution assumption: employee only about $418,196 at 4% or $278,797 at 6%; with 50% employer match about $278,797 at 4% or $185,865 at 6%; with 100% employer match about $209,098 at 4% or $139,399 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-131$22,607,099$1,442,427$11,011iApproximate average salary by contribution assumption: employee only about $275,272 at 4% or $183,515 at 6%; with 50% employer match about $183,515 at 4% or $122,343 at 6%; with 100% employer match about $137,636 at 4% or $91,757 at 6%.
BERNSTEIN, SHUR, SAWYER, & NELSON, P.A. MONEY PURCHASE PENSION PLAN-123$1,354,436$799,103$6,497iApproximate average salary by contribution assumption: employee only about $162,419 at 4% or $108,280 at 6%; with 50% employer match about $108,280 at 4% or $72,186 at 6%; with 100% employer match about $81,210 at 4% or $54,140 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-117---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-134---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-134---
20005125$614,903$629,970$5,040iApproximate average salary by contribution assumption: employee only about $125,994 at 4% or $83,996 at 6%; with 50% employer match about $83,996 at 4% or $55,997 at 6%; with 100% employer match about $62,997 at 4% or $41,998 at 6%.
BERNSTEIN, SHUR, SAWYER, & NELSON, P.A. MONEY PURCHASE PENSION PLAN-92$614,903$629,970$6,848iApproximate average salary by contribution assumption: employee only about $171,188 at 4% or $114,125 at 6%; with 50% employer match about $114,125 at 4% or $76,083 at 6%; with 100% employer match about $85,594 at 4% or $57,063 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-125---
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-120---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-120---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-105---
19994121$27,632,418$1,394,735$11,527iApproximate average salary by contribution assumption: employee only about $288,168 at 4% or $192,112 at 6%; with 50% employer match about $192,112 at 4% or $128,075 at 6%; with 100% employer match about $144,084 at 4% or $96,056 at 6%.
Bernstein, Shur, Sawyer, & Nelson, P.A. 401K Thrift Plan-121$27,632,418$1,394,735$11,527iApproximate average salary by contribution assumption: employee only about $288,168 at 4% or $192,112 at 6%; with 50% employer match about $192,112 at 4% or $128,075 at 6%; with 100% employer match about $144,084 at 4% or $96,056 at 6%.
Bernstein, Shur, Sawyer & Nelson, P.A. Long Term Disability Income Plan-114---
Bernstein, Shur, Sawyer & Nelson, P.A. Group Life and Accidental Death & Dismemberment Plan-115---
Bernstein, Shur, Sawyer, & Nelson, P.A. Group Benefit Plan-101---