Civic Intelligence

Berdon, Young & Margolis PC

Plan context: Berdon Young Margolis PC Profit Sharing Plan

EIN 06-0896486 • New Haven, CT • 24 filings • 3 plans

350 Orange Street, Second FloorNew Haven, CT 06511
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$6,662,333

2024 Contributions

$199,000

Historical Graphs

Total Assets Over Time

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

$6,662,333$3,331,167$0200220142024YearValue
$6,662,333Latest year 2024

Participants Over Time

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

20100200120132024YearValue
19Latest 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
2024119$6,662,333$199,000$10,474iApproximate average salary by contribution assumption: employee only about $261,842 at 4% or $174,561 at 6%; with 50% employer match about $174,561 at 4% or $116,374 at 6%; with 100% employer match about $130,921 at 4% or $87,281 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-19$6,662,333$199,000$10,474iApproximate average salary by contribution assumption: employee only about $261,842 at 4% or $174,561 at 6%; with 50% employer match about $174,561 at 4% or $116,374 at 6%; with 100% employer match about $130,921 at 4% or $87,281 at 6%.
2023120$6,078,965$143,990$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-20$6,078,965$143,990$7,200iApproximate average salary by contribution assumption: employee only about $179,988 at 4% or $119,992 at 6%; with 50% employer match about $119,992 at 4% or $79,994 at 6%; with 100% employer match about $89,994 at 4% or $59,996 at 6%.
2022116$5,226,624$181,051$11,316iApproximate average salary by contribution assumption: employee only about $282,892 at 4% or $188,595 at 6%; with 50% employer match about $188,595 at 4% or $125,730 at 6%; with 100% employer match about $141,446 at 4% or $94,297 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-16$5,226,624$181,051$11,316iApproximate average salary by contribution assumption: employee only about $282,892 at 4% or $188,595 at 6%; with 50% employer match about $188,595 at 4% or $125,730 at 6%; with 100% employer match about $141,446 at 4% or $94,297 at 6%.
2021114$6,274,885$105,949$7,568iApproximate average salary by contribution assumption: employee only about $189,195 at 4% or $126,130 at 6%; with 50% employer match about $126,130 at 4% or $84,087 at 6%; with 100% employer match about $94,597 at 4% or $63,065 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-14$6,274,885$105,949$7,568iApproximate average salary by contribution assumption: employee only about $189,195 at 4% or $126,130 at 6%; with 50% employer match about $126,130 at 4% or $84,087 at 6%; with 100% employer match about $94,597 at 4% or $63,065 at 6%.
2020112$5,585,411$101,243$8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,615 at 6%; with 50% employer match about $140,615 at 4% or $93,744 at 6%; with 100% employer match about $105,461 at 4% or $70,308 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-12$5,585,411$101,243$8,437iApproximate average salary by contribution assumption: employee only about $210,923 at 4% or $140,615 at 6%; with 50% employer match about $140,615 at 4% or $93,744 at 6%; with 100% employer match about $105,461 at 4% or $70,308 at 6%.
2019112$4,820,811$112,644$9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-12$4,820,811$112,644$9,387iApproximate average salary by contribution assumption: employee only about $234,675 at 4% or $156,450 at 6%; with 50% employer match about $156,450 at 4% or $104,300 at 6%; with 100% employer match about $117,338 at 4% or $78,225 at 6%.
2018110$3,977,842$101,825$10,183iApproximate average salary by contribution assumption: employee only about $254,563 at 4% or $169,708 at 6%; with 50% employer match about $169,708 at 4% or $113,139 at 6%; with 100% employer match about $127,281 at 4% or $84,854 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-10$3,977,842$101,825$10,183iApproximate average salary by contribution assumption: employee only about $254,563 at 4% or $169,708 at 6%; with 50% employer match about $169,708 at 4% or $113,139 at 6%; with 100% employer match about $127,281 at 4% or $84,854 at 6%.
2017113$5,312,724$103,359$7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,512 at 6%; with 50% employer match about $132,512 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-13$5,312,724$103,359$7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,512 at 6%; with 50% employer match about $132,512 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
2016113$5,031,470$122,536$9,426iApproximate average salary by contribution assumption: employee only about $235,646 at 4% or $157,097 at 6%; with 50% employer match about $157,097 at 4% or $104,732 at 6%; with 100% employer match about $117,823 at 4% or $78,549 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-13$5,031,470$122,536$9,426iApproximate average salary by contribution assumption: employee only about $235,646 at 4% or $157,097 at 6%; with 50% employer match about $157,097 at 4% or $104,732 at 6%; with 100% employer match about $117,823 at 4% or $78,549 at 6%.
2015113$4,726,500$148,095$11,392iApproximate average salary by contribution assumption: employee only about $284,798 at 4% or $189,865 at 6%; with 50% employer match about $189,865 at 4% or $126,577 at 6%; with 100% employer match about $142,399 at 4% or $94,933 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-13$4,726,500$148,095$11,392iApproximate average salary by contribution assumption: employee only about $284,798 at 4% or $189,865 at 6%; with 50% employer match about $189,865 at 4% or $126,577 at 6%; with 100% employer match about $142,399 at 4% or $94,933 at 6%.
2014110$4,808,979$98,410$9,841iApproximate average salary by contribution assumption: employee only about $246,025 at 4% or $164,017 at 6%; with 50% employer match about $164,017 at 4% or $109,344 at 6%; with 100% employer match about $123,013 at 4% or $82,008 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-10$4,808,979$98,410$9,841iApproximate average salary by contribution assumption: employee only about $246,025 at 4% or $164,017 at 6%; with 50% employer match about $164,017 at 4% or $109,344 at 6%; with 100% employer match about $123,013 at 4% or $82,008 at 6%.
2013113$4,584,956$140,856$10,835iApproximate average salary by contribution assumption: employee only about $270,877 at 4% or $180,585 at 6%; with 50% employer match about $180,585 at 4% or $120,390 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-13$4,584,956$140,856$10,835iApproximate average salary by contribution assumption: employee only about $270,877 at 4% or $180,585 at 6%; with 50% employer match about $180,585 at 4% or $120,390 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
2012113$4,298,329$118,070$9,082iApproximate average salary by contribution assumption: employee only about $227,058 at 4% or $151,372 at 6%; with 50% employer match about $151,372 at 4% or $100,915 at 6%; with 100% employer match about $113,529 at 4% or $75,686 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-13$4,298,329$118,070$9,082iApproximate average salary by contribution assumption: employee only about $227,058 at 4% or $151,372 at 6%; with 50% employer match about $151,372 at 4% or $100,915 at 6%; with 100% employer match about $113,529 at 4% or $75,686 at 6%.
2011111$3,829,506$99,151$9,014iApproximate average salary by contribution assumption: employee only about $225,343 at 4% or $150,229 at 6%; with 50% employer match about $150,229 at 4% or $100,153 at 6%; with 100% employer match about $112,672 at 4% or $75,114 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-11$3,829,506$99,151$9,014iApproximate average salary by contribution assumption: employee only about $225,343 at 4% or $150,229 at 6%; with 50% employer match about $150,229 at 4% or $100,153 at 6%; with 100% employer match about $112,672 at 4% or $75,114 at 6%.
2010110$3,791,006$125,309$12,531iApproximate average salary by contribution assumption: employee only about $313,273 at 4% or $208,848 at 6%; with 50% employer match about $208,848 at 4% or $139,232 at 6%; with 100% employer match about $156,636 at 4% or $104,424 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-10$3,791,006$125,309$12,531iApproximate average salary by contribution assumption: employee only about $313,273 at 4% or $208,848 at 6%; with 50% employer match about $208,848 at 4% or $139,232 at 6%; with 100% employer match about $156,636 at 4% or $104,424 at 6%.
2009110$3,455,334$129,527$12,953iApproximate average salary by contribution assumption: employee only about $323,818 at 4% or $215,878 at 6%; with 50% employer match about $215,878 at 4% or $143,919 at 6%; with 100% employer match about $161,909 at 4% or $107,939 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-10$3,455,334$129,527$12,953iApproximate average salary by contribution assumption: employee only about $323,818 at 4% or $215,878 at 6%; with 50% employer match about $215,878 at 4% or $143,919 at 6%; with 100% employer match about $161,909 at 4% or $107,939 at 6%.
200819$2,799,115$130,335$14,482iApproximate average salary by contribution assumption: employee only about $362,042 at 4% or $241,361 at 6%; with 50% employer match about $241,361 at 4% or $160,907 at 6%; with 100% employer match about $181,021 at 4% or $120,681 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-9$2,799,115$130,335$14,482iApproximate average salary by contribution assumption: employee only about $362,042 at 4% or $241,361 at 6%; with 50% employer match about $241,361 at 4% or $160,907 at 6%; with 100% employer match about $181,021 at 4% or $120,681 at 6%.
200718$0$0-
Berdon Young Margolis PC Profit Sharing Plan-8---
200619$4,001,844$113,083$12,565iApproximate average salary by contribution assumption: employee only about $314,119 at 4% or $209,413 at 6%; with 50% employer match about $209,413 at 4% or $139,609 at 6%; with 100% employer match about $157,060 at 4% or $104,706 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-9$4,001,844$113,083$12,565iApproximate average salary by contribution assumption: employee only about $314,119 at 4% or $209,413 at 6%; with 50% employer match about $209,413 at 4% or $139,609 at 6%; with 100% employer match about $157,060 at 4% or $104,706 at 6%.
200519$3,685,632$113,608$12,623iApproximate average salary by contribution assumption: employee only about $315,578 at 4% or $210,385 at 6%; with 50% employer match about $210,385 at 4% or $140,257 at 6%; with 100% employer match about $157,789 at 4% or $105,193 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-9$3,685,632$113,608$12,623iApproximate average salary by contribution assumption: employee only about $315,578 at 4% or $210,385 at 6%; with 50% employer match about $210,385 at 4% or $140,257 at 6%; with 100% employer match about $157,789 at 4% or $105,193 at 6%.
200419$3,500,562$120,090$13,343iApproximate average salary by contribution assumption: employee only about $333,583 at 4% or $222,389 at 6%; with 50% employer match about $222,389 at 4% or $148,259 at 6%; with 100% employer match about $166,792 at 4% or $111,194 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-9$3,500,562$120,090$13,343iApproximate average salary by contribution assumption: employee only about $333,583 at 4% or $222,389 at 6%; with 50% employer match about $222,389 at 4% or $148,259 at 6%; with 100% employer match about $166,792 at 4% or $111,194 at 6%.
200318$3,175,782$117,737$14,717iApproximate average salary by contribution assumption: employee only about $367,928 at 4% or $245,285 at 6%; with 50% employer match about $245,285 at 4% or $163,524 at 6%; with 100% employer match about $183,964 at 4% or $122,643 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-8$3,175,782$117,737$14,717iApproximate average salary by contribution assumption: employee only about $367,928 at 4% or $245,285 at 6%; with 50% employer match about $245,285 at 4% or $163,524 at 6%; with 100% employer match about $183,964 at 4% or $122,643 at 6%.
200217$2,630,994$85,525$12,218iApproximate average salary by contribution assumption: employee only about $305,446 at 4% or $203,631 at 6%; with 50% employer match about $203,631 at 4% or $135,754 at 6%; with 100% employer match about $152,723 at 4% or $101,815 at 6%.
Berdon Young Margolis PC Profit Sharing Plan-7$2,630,994$85,525$12,218iApproximate average salary by contribution assumption: employee only about $305,446 at 4% or $203,631 at 6%; with 50% employer match about $203,631 at 4% or $135,754 at 6%; with 100% employer match about $152,723 at 4% or $101,815 at 6%.
200117$0$0-
Berdon Young Margolis PC Profit Sharing Plan-7---