Civic Intelligence

Bragdon, Berkson, Davis & Klein PC.

Plan context: Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan

EIN 02-0428361 • Keene, NH • 27 filings • 7 plans

82 Court StreetKeene, NH 03431-0465
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,965,946

2025 Contributions

$140,423

Historical Graphs

Total Assets Over Time

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

$1,965,946$982,973$0199920132025YearValue
$1,965,946Latest year 2025

Participants Over Time

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

1370199920122025YearValue
13Latest year 2025

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
2025113$1,965,946$140,423$10,802iApproximate average salary by contribution assumption: employee only about $270,044 at 4% or $180,029 at 6%; with 50% employer match about $180,029 at 4% or $120,020 at 6%; with 100% employer match about $135,022 at 4% or $90,015 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-13$1,965,946$140,423$10,802iApproximate average salary by contribution assumption: employee only about $270,044 at 4% or $180,029 at 6%; with 50% employer match about $180,029 at 4% or $120,020 at 6%; with 100% employer match about $135,022 at 4% or $90,015 at 6%.
2024112$1,626,969$93,741$7,812iApproximate average salary by contribution assumption: employee only about $195,294 at 4% or $130,196 at 6%; with 50% employer match about $130,196 at 4% or $86,797 at 6%; with 100% employer match about $97,647 at 4% or $65,098 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-12$1,626,969$93,741$7,812iApproximate average salary by contribution assumption: employee only about $195,294 at 4% or $130,196 at 6%; with 50% employer match about $130,196 at 4% or $86,797 at 6%; with 100% employer match about $97,647 at 4% or $65,098 at 6%.
2023113$1,356,262$198,039$15,234iApproximate average salary by contribution assumption: employee only about $380,844 at 4% or $253,896 at 6%; with 50% employer match about $253,896 at 4% or $169,264 at 6%; with 100% employer match about $190,422 at 4% or $126,948 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-13$1,356,262$198,039$15,234iApproximate average salary by contribution assumption: employee only about $380,844 at 4% or $253,896 at 6%; with 50% employer match about $253,896 at 4% or $169,264 at 6%; with 100% employer match about $190,422 at 4% or $126,948 at 6%.
2022112$1,009,223$55,179$4,598iApproximate average salary by contribution assumption: employee only about $114,956 at 4% or $76,638 at 6%; with 50% employer match about $76,638 at 4% or $51,092 at 6%; with 100% employer match about $57,478 at 4% or $38,319 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-12$1,009,223$55,179$4,598iApproximate average salary by contribution assumption: employee only about $114,956 at 4% or $76,638 at 6%; with 50% employer match about $76,638 at 4% or $51,092 at 6%; with 100% employer match about $57,478 at 4% or $38,319 at 6%.
2021111$1,165,193$100,433$9,130iApproximate average salary by contribution assumption: employee only about $228,257 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,086 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-11$1,165,193$100,433$9,130iApproximate average salary by contribution assumption: employee only about $228,257 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,086 at 6%.
2020112$933,972$111,555$9,296iApproximate average salary by contribution assumption: employee only about $232,406 at 4% or $154,938 at 6%; with 50% employer match about $154,938 at 4% or $103,292 at 6%; with 100% employer match about $116,203 at 4% or $77,469 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-12$933,972$111,555$9,296iApproximate average salary by contribution assumption: employee only about $232,406 at 4% or $154,938 at 6%; with 50% employer match about $154,938 at 4% or $103,292 at 6%; with 100% employer match about $116,203 at 4% or $77,469 at 6%.
2019111$714,179$107,798$9,800iApproximate average salary by contribution assumption: employee only about $244,995 at 4% or $163,330 at 6%; with 50% employer match about $163,330 at 4% or $108,887 at 6%; with 100% employer match about $122,498 at 4% or $81,665 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-11$714,179$107,798$9,800iApproximate average salary by contribution assumption: employee only about $244,995 at 4% or $163,330 at 6%; with 50% employer match about $163,330 at 4% or $108,887 at 6%; with 100% employer match about $122,498 at 4% or $81,665 at 6%.
2018111$503,967$93,911$8,537iApproximate average salary by contribution assumption: employee only about $213,434 at 4% or $142,289 at 6%; with 50% employer match about $142,289 at 4% or $94,860 at 6%; with 100% employer match about $106,717 at 4% or $71,145 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-11$503,967$93,911$8,537iApproximate average salary by contribution assumption: employee only about $213,434 at 4% or $142,289 at 6%; with 50% employer match about $142,289 at 4% or $94,860 at 6%; with 100% employer match about $106,717 at 4% or $71,145 at 6%.
201719$1,583,175$81,363$9,040iApproximate average salary by contribution assumption: employee only about $226,008 at 4% or $150,672 at 6%; with 50% employer match about $150,672 at 4% or $100,448 at 6%; with 100% employer match about $113,004 at 4% or $75,336 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$1,583,175$81,363$9,040iApproximate average salary by contribution assumption: employee only about $226,008 at 4% or $150,672 at 6%; with 50% employer match about $150,672 at 4% or $100,448 at 6%; with 100% employer match about $113,004 at 4% or $75,336 at 6%.
201619$1,335,767$67,593$7,510iApproximate average salary by contribution assumption: employee only about $187,758 at 4% or $125,172 at 6%; with 50% employer match about $125,172 at 4% or $83,448 at 6%; with 100% employer match about $93,879 at 4% or $62,586 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$1,335,767$67,593$7,510iApproximate average salary by contribution assumption: employee only about $187,758 at 4% or $125,172 at 6%; with 50% employer match about $125,172 at 4% or $83,448 at 6%; with 100% employer match about $93,879 at 4% or $62,586 at 6%.
201519$1,310,261$53,064$5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$1,310,261$53,064$5,896iApproximate average salary by contribution assumption: employee only about $147,400 at 4% or $98,267 at 6%; with 50% employer match about $98,267 at 4% or $65,511 at 6%; with 100% employer match about $73,700 at 4% or $49,133 at 6%.
2014110$1,414,802$63,511$6,351iApproximate average salary by contribution assumption: employee only about $158,778 at 4% or $105,852 at 6%; with 50% employer match about $105,852 at 4% or $70,568 at 6%; with 100% employer match about $79,389 at 4% or $52,926 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-10$1,414,802$63,511$6,351iApproximate average salary by contribution assumption: employee only about $158,778 at 4% or $105,852 at 6%; with 50% employer match about $105,852 at 4% or $70,568 at 6%; with 100% employer match about $79,389 at 4% or $52,926 at 6%.
2013110$1,292,257$74,772$7,477iApproximate average salary by contribution assumption: employee only about $186,930 at 4% or $124,620 at 6%; with 50% employer match about $124,620 at 4% or $83,080 at 6%; with 100% employer match about $93,465 at 4% or $62,310 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-10$1,292,257$74,772$7,477iApproximate average salary by contribution assumption: employee only about $186,930 at 4% or $124,620 at 6%; with 50% employer match about $124,620 at 4% or $83,080 at 6%; with 100% employer match about $93,465 at 4% or $62,310 at 6%.
2012110$1,004,500$69,337$6,934iApproximate average salary by contribution assumption: employee only about $173,343 at 4% or $115,562 at 6%; with 50% employer match about $115,562 at 4% or $77,041 at 6%; with 100% employer match about $86,671 at 4% or $57,781 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-10$1,004,500$69,337$6,934iApproximate average salary by contribution assumption: employee only about $173,343 at 4% or $115,562 at 6%; with 50% employer match about $115,562 at 4% or $77,041 at 6%; with 100% employer match about $86,671 at 4% or $57,781 at 6%.
2011111$885,485$71,743$6,522iApproximate average salary by contribution assumption: employee only about $163,052 at 4% or $108,702 at 6%; with 50% employer match about $108,702 at 4% or $72,468 at 6%; with 100% employer match about $81,526 at 4% or $54,351 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-11$885,485$71,743$6,522iApproximate average salary by contribution assumption: employee only about $163,052 at 4% or $108,702 at 6%; with 50% employer match about $108,702 at 4% or $72,468 at 6%; with 100% employer match about $81,526 at 4% or $54,351 at 6%.
2010111$850,608$65,036$5,912iApproximate average salary by contribution assumption: employee only about $147,809 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,693 at 6%; with 100% employer match about $73,905 at 4% or $49,270 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-11$850,608$65,036$5,912iApproximate average salary by contribution assumption: employee only about $147,809 at 4% or $98,539 at 6%; with 50% employer match about $98,539 at 4% or $65,693 at 6%; with 100% employer match about $73,905 at 4% or $49,270 at 6%.
2009112$1,095,535$62,616$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-12$1,095,535$62,616$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
200817$850,224$59,019$8,431iApproximate average salary by contribution assumption: employee only about $210,782 at 4% or $140,521 at 6%; with 50% employer match about $140,521 at 4% or $93,681 at 6%; with 100% employer match about $105,391 at 4% or $70,261 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-7$850,224$59,019$8,431iApproximate average salary by contribution assumption: employee only about $210,782 at 4% or $140,521 at 6%; with 50% employer match about $140,521 at 4% or $93,681 at 6%; with 100% employer match about $105,391 at 4% or $70,261 at 6%.
200719$1,279,050$84,064$9,340iApproximate average salary by contribution assumption: employee only about $233,511 at 4% or $155,674 at 6%; with 50% employer match about $155,674 at 4% or $103,783 at 6%; with 100% employer match about $116,756 at 4% or $77,837 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$1,279,050$84,064$9,340iApproximate average salary by contribution assumption: employee only about $233,511 at 4% or $155,674 at 6%; with 50% employer match about $155,674 at 4% or $103,783 at 6%; with 100% employer match about $116,756 at 4% or $77,837 at 6%.
200617$1,267,164$106,145$15,164iApproximate average salary by contribution assumption: employee only about $379,089 at 4% or $252,726 at 6%; with 50% employer match about $252,726 at 4% or $168,484 at 6%; with 100% employer match about $189,545 at 4% or $126,363 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-7$1,267,164$106,145$15,164iApproximate average salary by contribution assumption: employee only about $379,089 at 4% or $252,726 at 6%; with 50% employer match about $252,726 at 4% or $168,484 at 6%; with 100% employer match about $189,545 at 4% or $126,363 at 6%.
200517$1,015,607$92,318$13,188iApproximate average salary by contribution assumption: employee only about $329,707 at 4% or $219,805 at 6%; with 50% employer match about $219,805 at 4% or $146,537 at 6%; with 100% employer match about $164,854 at 4% or $109,902 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-7$1,015,607$92,318$13,188iApproximate average salary by contribution assumption: employee only about $329,707 at 4% or $219,805 at 6%; with 50% employer match about $219,805 at 4% or $146,537 at 6%; with 100% employer match about $164,854 at 4% or $109,902 at 6%.
200418$893,569$72,046$9,006iApproximate average salary by contribution assumption: employee only about $225,144 at 4% or $150,096 at 6%; with 50% employer match about $150,096 at 4% or $100,064 at 6%; with 100% employer match about $112,572 at 4% or $75,048 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-8$893,569$72,046$9,006iApproximate average salary by contribution assumption: employee only about $225,144 at 4% or $150,096 at 6%; with 50% employer match about $150,096 at 4% or $100,064 at 6%; with 100% employer match about $112,572 at 4% or $75,048 at 6%.
200318$1,015,106$109,936$13,742iApproximate average salary by contribution assumption: employee only about $343,550 at 4% or $229,033 at 6%; with 50% employer match about $229,033 at 4% or $152,689 at 6%; with 100% employer match about $171,775 at 4% or $114,517 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-8$1,015,106$109,936$13,742iApproximate average salary by contribution assumption: employee only about $343,550 at 4% or $229,033 at 6%; with 50% employer match about $229,033 at 4% or $152,689 at 6%; with 100% employer match about $171,775 at 4% or $114,517 at 6%.
200219$672,665$66,044$7,338iApproximate average salary by contribution assumption: employee only about $183,456 at 4% or $122,304 at 6%; with 50% employer match about $122,304 at 4% or $81,536 at 6%; with 100% employer match about $91,728 at 4% or $61,152 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$672,665$66,044$7,338iApproximate average salary by contribution assumption: employee only about $183,456 at 4% or $122,304 at 6%; with 50% employer match about $122,304 at 4% or $81,536 at 6%; with 100% employer match about $91,728 at 4% or $61,152 at 6%.
200119$792,532$45,806$5,090iApproximate average salary by contribution assumption: employee only about $127,239 at 4% or $84,826 at 6%; with 50% employer match about $84,826 at 4% or $56,551 at 6%; with 100% employer match about $63,619 at 4% or $42,413 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9$792,532$45,806$5,090iApproximate average salary by contribution assumption: employee only about $127,239 at 4% or $84,826 at 6%; with 50% employer match about $84,826 at 4% or $56,551 at 6%; with 100% employer match about $63,619 at 4% or $42,413 at 6%.
200019$0$0-
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-9---
199918$863,133$62,797$7,850iApproximate average salary by contribution assumption: employee only about $196,241 at 4% or $130,827 at 6%; with 50% employer match about $130,827 at 4% or $87,218 at 6%; with 100% employer match about $98,120 at 4% or $65,414 at 6%.
Bragdon, Berkson, Davis & Klein PC. 401K Profit Sharing Retirement Plan-8$863,133$62,797$7,850iApproximate average salary by contribution assumption: employee only about $196,241 at 4% or $130,827 at 6%; with 50% employer match about $130,827 at 4% or $87,218 at 6%; with 100% employer match about $98,120 at 4% or $65,414 at 6%.