Civic Intelligence

BERKELEY INVESTMENTS, INC.

Plan context: BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

EIN 04-3379238 • Boston, MA • 14 filings • 3 plans

125 High StreetSuite 531Boston, MA 02110
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$6,924,600

2025 Contributions

$667,864

Historical Graphs

Total Assets Over Time

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

$6,924,600$3,462,300$0200620192025YearValue
$6,924,600Latest year 2025

Participants Over Time

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

41210200620192025YearValue
22Latest 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
2025122$6,924,600$667,864$30,357iApproximate average salary by contribution assumption: employee only about $758,936 at 4% or $505,958 at 6%; with 50% employer match about $505,958 at 4% or $337,305 at 6%; with 100% employer match about $379,468 at 4% or $252,979 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-22$6,924,600$667,864$30,357iApproximate average salary by contribution assumption: employee only about $758,936 at 4% or $505,958 at 6%; with 50% employer match about $505,958 at 4% or $337,305 at 6%; with 100% employer match about $379,468 at 4% or $252,979 at 6%.
2024123$5,964,783$433,700$18,857iApproximate average salary by contribution assumption: employee only about $471,413 at 4% or $314,275 at 6%; with 50% employer match about $314,275 at 4% or $209,517 at 6%; with 100% employer match about $235,707 at 4% or $157,138 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-23$5,964,783$433,700$18,857iApproximate average salary by contribution assumption: employee only about $471,413 at 4% or $314,275 at 6%; with 50% employer match about $314,275 at 4% or $209,517 at 6%; with 100% employer match about $235,707 at 4% or $157,138 at 6%.
2023125$5,131,422$444,945$17,798iApproximate average salary by contribution assumption: employee only about $444,945 at 4% or $296,630 at 6%; with 50% employer match about $296,630 at 4% or $197,753 at 6%; with 100% employer match about $222,473 at 4% or $148,315 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-25$5,131,422$444,945$17,798iApproximate average salary by contribution assumption: employee only about $444,945 at 4% or $296,630 at 6%; with 50% employer match about $296,630 at 4% or $197,753 at 6%; with 100% employer match about $222,473 at 4% or $148,315 at 6%.
2022131$4,243,192$430,981$13,903iApproximate average salary by contribution assumption: employee only about $347,565 at 4% or $231,710 at 6%; with 50% employer match about $231,710 at 4% or $154,473 at 6%; with 100% employer match about $173,783 at 4% or $115,855 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-31$4,243,192$430,981$13,903iApproximate average salary by contribution assumption: employee only about $347,565 at 4% or $231,710 at 6%; with 50% employer match about $231,710 at 4% or $154,473 at 6%; with 100% employer match about $173,783 at 4% or $115,855 at 6%.
2021130$5,564,058$499,510$16,650iApproximate average salary by contribution assumption: employee only about $416,258 at 4% or $277,506 at 6%; with 50% employer match about $277,506 at 4% or $185,004 at 6%; with 100% employer match about $208,129 at 4% or $138,753 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-30$5,564,058$499,510$16,650iApproximate average salary by contribution assumption: employee only about $416,258 at 4% or $277,506 at 6%; with 50% employer match about $277,506 at 4% or $185,004 at 6%; with 100% employer match about $208,129 at 4% or $138,753 at 6%.
2020127$4,390,363$339,120$12,560iApproximate average salary by contribution assumption: employee only about $314,000 at 4% or $209,333 at 6%; with 50% employer match about $209,333 at 4% or $139,556 at 6%; with 100% employer match about $157,000 at 4% or $104,667 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-27$4,390,363$339,120$12,560iApproximate average salary by contribution assumption: employee only about $314,000 at 4% or $209,333 at 6%; with 50% employer match about $209,333 at 4% or $139,556 at 6%; with 100% employer match about $157,000 at 4% or $104,667 at 6%.
2019126$3,509,650$304,322$11,705iApproximate average salary by contribution assumption: employee only about $292,617 at 4% or $195,078 at 6%; with 50% employer match about $195,078 at 4% or $130,052 at 6%; with 100% employer match about $146,309 at 4% or $97,539 at 6%.
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN-26$3,509,650$304,322$11,705iApproximate average salary by contribution assumption: employee only about $292,617 at 4% or $195,078 at 6%; with 50% employer match about $195,078 at 4% or $130,052 at 6%; with 100% employer match about $146,309 at 4% or $97,539 at 6%.
2018128$3,141,576$308,834$11,030iApproximate average salary by contribution assumption: employee only about $275,745 at 4% or $183,830 at 6%; with 50% employer match about $183,830 at 4% or $122,553 at 6%; with 100% employer match about $137,872 at 4% or $91,915 at 6%.
BERKELEY INVESTMENTS INC 401 K PROFIT SHARING PLAN TRUST-28$3,141,576$308,834$11,030iApproximate average salary by contribution assumption: employee only about $275,745 at 4% or $183,830 at 6%; with 50% employer match about $183,830 at 4% or $122,553 at 6%; with 100% employer match about $137,872 at 4% or $91,915 at 6%.
2017141$3,098,028$272,565$6,648iApproximate average salary by contribution assumption: employee only about $166,198 at 4% or $110,799 at 6%; with 50% employer match about $110,799 at 4% or $73,866 at 6%; with 100% employer match about $83,099 at 4% or $55,399 at 6%.
BERKELEY INVESTMENTS INC 401 K PROFIT SHARING PLAN TRUST-41$3,098,028$272,565$6,648iApproximate average salary by contribution assumption: employee only about $166,198 at 4% or $110,799 at 6%; with 50% employer match about $110,799 at 4% or $73,866 at 6%; with 100% employer match about $83,099 at 4% or $55,399 at 6%.
2016139$2,432,481$228,842$5,868iApproximate average salary by contribution assumption: employee only about $146,694 at 4% or $97,796 at 6%; with 50% employer match about $97,796 at 4% or $65,197 at 6%; with 100% employer match about $73,347 at 4% or $48,898 at 6%.
BERKELEY INVESTMENTS INC 401 K PROFIT SHARING PLAN TRUST-39$2,432,481$228,842$5,868iApproximate average salary by contribution assumption: employee only about $146,694 at 4% or $97,796 at 6%; with 50% employer match about $97,796 at 4% or $65,197 at 6%; with 100% employer match about $73,347 at 4% or $48,898 at 6%.
2015122$2,476,886$218,921$9,951iApproximate average salary by contribution assumption: employee only about $248,774 at 4% or $165,849 at 6%; with 50% employer match about $165,849 at 4% or $110,566 at 6%; with 100% employer match about $124,387 at 4% or $82,925 at 6%.
BERKELEY INVESTMENTS INC 401 K PROFIT SHARING PLAN TRUST-22$2,476,886$218,921$9,951iApproximate average salary by contribution assumption: employee only about $248,774 at 4% or $165,849 at 6%; with 50% employer match about $165,849 at 4% or $110,566 at 6%; with 100% employer match about $124,387 at 4% or $82,925 at 6%.
2014120$2,373,217$132,294$6,615iApproximate average salary by contribution assumption: employee only about $165,368 at 4% or $110,245 at 6%; with 50% employer match about $110,245 at 4% or $73,497 at 6%; with 100% employer match about $82,684 at 4% or $55,123 at 6%.
BERKELEY INVESTMENTS INC 401 K PROFIT SHARING PLAN TRUST-20$2,373,217$132,294$6,615iApproximate average salary by contribution assumption: employee only about $165,368 at 4% or $110,245 at 6%; with 50% employer match about $110,245 at 4% or $73,497 at 6%; with 100% employer match about $82,684 at 4% or $55,123 at 6%.
2007124$1,139,054$252,398$10,517iApproximate average salary by contribution assumption: employee only about $262,915 at 4% or $175,276 at 6%; with 50% employer match about $175,276 at 4% or $116,851 at 6%; with 100% employer match about $131,457 at 4% or $87,638 at 6%.
BERKELEY INVESTMENTS, INC. 401K PROFIT SHARING PLAN-24$1,139,054$252,398$10,517iApproximate average salary by contribution assumption: employee only about $262,915 at 4% or $175,276 at 6%; with 50% employer match about $175,276 at 4% or $116,851 at 6%; with 100% employer match about $131,457 at 4% or $87,638 at 6%.
2006125$874,331$133,022$5,321iApproximate average salary by contribution assumption: employee only about $133,022 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,121 at 6%; with 100% employer match about $66,511 at 4% or $44,341 at 6%.
BERKELEY INVESTMENTS, INC. 401K PROFIT SHARING PLAN-25$874,331$133,022$5,321iApproximate average salary by contribution assumption: employee only about $133,022 at 4% or $88,681 at 6%; with 50% employer match about $88,681 at 4% or $59,121 at 6%; with 100% employer match about $66,511 at 4% or $44,341 at 6%.