Civic Intelligence

Jack D Berns Dds & Anthony T D

Plan context: Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust

EIN 06-1321436 • New Haven, CT • 19 filings • 5 plans

123 York StNew Haven, CT 06511-5614
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,471,614

2025 Contributions

$109,470

Historical Graphs

Total Assets Over Time

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

$2,471,614$1,235,807$0200720162025YearValue
$2,471,614Latest year 2025

Participants Over Time

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

1160200720162025YearValue
11Latest 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
2025111$2,471,614$109,470$9,952iApproximate average salary by contribution assumption: employee only about $248,795 at 4% or $165,864 at 6%; with 50% employer match about $165,864 at 4% or $110,576 at 6%; with 100% employer match about $124,398 at 4% or $82,932 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-11$2,471,614$109,470$9,952iApproximate average salary by contribution assumption: employee only about $248,795 at 4% or $165,864 at 6%; with 50% employer match about $165,864 at 4% or $110,576 at 6%; with 100% employer match about $124,398 at 4% or $82,932 at 6%.
2024110$2,087,017$102,379$10,238iApproximate average salary by contribution assumption: employee only about $255,948 at 4% or $170,632 at 6%; with 50% employer match about $170,632 at 4% or $113,754 at 6%; with 100% employer match about $127,974 at 4% or $85,316 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-10$2,087,017$102,379$10,238iApproximate average salary by contribution assumption: employee only about $255,948 at 4% or $170,632 at 6%; with 50% employer match about $170,632 at 4% or $113,754 at 6%; with 100% employer match about $127,974 at 4% or $85,316 at 6%.
2023111$1,797,896$93,561$8,506iApproximate average salary by contribution assumption: employee only about $212,639 at 4% or $141,759 at 6%; with 50% employer match about $141,759 at 4% or $94,506 at 6%; with 100% employer match about $106,319 at 4% or $70,880 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-11$1,797,896$93,561$8,506iApproximate average salary by contribution assumption: employee only about $212,639 at 4% or $141,759 at 6%; with 50% employer match about $141,759 at 4% or $94,506 at 6%; with 100% employer match about $106,319 at 4% or $70,880 at 6%.
2022111$1,526,653$89,060$8,096iApproximate average salary by contribution assumption: employee only about $202,409 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,960 at 6%; with 100% employer match about $101,205 at 4% or $67,470 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-11$1,526,653$89,060$8,096iApproximate average salary by contribution assumption: employee only about $202,409 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,960 at 6%; with 100% employer match about $101,205 at 4% or $67,470 at 6%.
202119$1,676,645$96,338$10,704iApproximate average salary by contribution assumption: employee only about $267,606 at 4% or $178,404 at 6%; with 50% employer match about $178,404 at 4% or $118,936 at 6%; with 100% employer match about $133,803 at 4% or $89,202 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-9$1,676,645$96,338$10,704iApproximate average salary by contribution assumption: employee only about $267,606 at 4% or $178,404 at 6%; with 50% employer match about $178,404 at 4% or $118,936 at 6%; with 100% employer match about $133,803 at 4% or $89,202 at 6%.
202018$1,421,524$113,365$14,171iApproximate average salary by contribution assumption: employee only about $354,266 at 4% or $236,177 at 6%; with 50% employer match about $236,177 at 4% or $157,451 at 6%; with 100% employer match about $177,133 at 4% or $118,089 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$1,421,524$113,365$14,171iApproximate average salary by contribution assumption: employee only about $354,266 at 4% or $236,177 at 6%; with 50% employer match about $236,177 at 4% or $157,451 at 6%; with 100% employer match about $177,133 at 4% or $118,089 at 6%.
201919$1,391,358$87,875$9,764iApproximate average salary by contribution assumption: employee only about $244,097 at 4% or $162,731 at 6%; with 50% employer match about $162,731 at 4% or $108,488 at 6%; with 100% employer match about $122,049 at 4% or $81,366 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-9$1,391,358$87,875$9,764iApproximate average salary by contribution assumption: employee only about $244,097 at 4% or $162,731 at 6%; with 50% employer match about $162,731 at 4% or $108,488 at 6%; with 100% employer match about $122,049 at 4% or $81,366 at 6%.
201818$1,127,691$85,412$10,677iApproximate average salary by contribution assumption: employee only about $266,913 at 4% or $177,942 at 6%; with 50% employer match about $177,942 at 4% or $118,628 at 6%; with 100% employer match about $133,456 at 4% or $88,971 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$1,127,691$85,412$10,677iApproximate average salary by contribution assumption: employee only about $266,913 at 4% or $177,942 at 6%; with 50% employer match about $177,942 at 4% or $118,628 at 6%; with 100% employer match about $133,456 at 4% or $88,971 at 6%.
201718$1,083,881$77,574$9,697iApproximate average salary by contribution assumption: employee only about $242,419 at 4% or $161,613 at 6%; with 50% employer match about $161,613 at 4% or $107,742 at 6%; with 100% employer match about $121,209 at 4% or $80,806 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$1,083,881$77,574$9,697iApproximate average salary by contribution assumption: employee only about $242,419 at 4% or $161,613 at 6%; with 50% employer match about $161,613 at 4% or $107,742 at 6%; with 100% employer match about $121,209 at 4% or $80,806 at 6%.
201618$945,701$77,368$9,671iApproximate average salary by contribution assumption: employee only about $241,775 at 4% or $161,183 at 6%; with 50% employer match about $161,183 at 4% or $107,456 at 6%; with 100% employer match about $120,888 at 4% or $80,592 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$945,701$77,368$9,671iApproximate average salary by contribution assumption: employee only about $241,775 at 4% or $161,183 at 6%; with 50% employer match about $161,183 at 4% or $107,456 at 6%; with 100% employer match about $120,888 at 4% or $80,592 at 6%.
201518$799,648$77,129$9,641iApproximate average salary by contribution assumption: employee only about $241,028 at 4% or $160,685 at 6%; with 50% employer match about $160,685 at 4% or $107,124 at 6%; with 100% employer match about $120,514 at 4% or $80,343 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$799,648$77,129$9,641iApproximate average salary by contribution assumption: employee only about $241,028 at 4% or $160,685 at 6%; with 50% employer match about $160,685 at 4% or $107,124 at 6%; with 100% employer match about $120,514 at 4% or $80,343 at 6%.
201417$752,086$72,535$10,362iApproximate average salary by contribution assumption: employee only about $259,054 at 4% or $172,702 at 6%; with 50% employer match about $172,702 at 4% or $115,135 at 6%; with 100% employer match about $129,527 at 4% or $86,351 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-7$752,086$72,535$10,362iApproximate average salary by contribution assumption: employee only about $259,054 at 4% or $172,702 at 6%; with 50% employer match about $172,702 at 4% or $115,135 at 6%; with 100% employer match about $129,527 at 4% or $86,351 at 6%.
201317$645,202$84,837$12,120iApproximate average salary by contribution assumption: employee only about $302,989 at 4% or $201,993 at 6%; with 50% employer match about $201,993 at 4% or $134,662 at 6%; with 100% employer match about $151,495 at 4% or $100,996 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-7$645,202$84,837$12,120iApproximate average salary by contribution assumption: employee only about $302,989 at 4% or $201,993 at 6%; with 50% employer match about $201,993 at 4% or $134,662 at 6%; with 100% employer match about $151,495 at 4% or $100,996 at 6%.
201218$482,327$72,608$9,076iApproximate average salary by contribution assumption: employee only about $226,900 at 4% or $151,267 at 6%; with 50% employer match about $151,267 at 4% or $100,844 at 6%; with 100% employer match about $113,450 at 4% or $75,633 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$482,327$72,608$9,076iApproximate average salary by contribution assumption: employee only about $226,900 at 4% or $151,267 at 6%; with 50% employer match about $151,267 at 4% or $100,844 at 6%; with 100% employer match about $113,450 at 4% or $75,633 at 6%.
201118$368,253$70,741$8,843iApproximate average salary by contribution assumption: employee only about $221,066 at 4% or $147,377 at 6%; with 50% employer match about $147,377 at 4% or $98,251 at 6%; with 100% employer match about $110,533 at 4% or $73,689 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-8$368,253$70,741$8,843iApproximate average salary by contribution assumption: employee only about $221,066 at 4% or $147,377 at 6%; with 50% employer match about $147,377 at 4% or $98,251 at 6%; with 100% employer match about $110,533 at 4% or $73,689 at 6%.
201017$311,976$78,711$11,244iApproximate average salary by contribution assumption: employee only about $281,111 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,555 at 4% or $93,704 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-7$311,976$78,711$11,244iApproximate average salary by contribution assumption: employee only about $281,111 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,555 at 4% or $93,704 at 6%.
200917$202,020$68,832$9,833iApproximate average salary by contribution assumption: employee only about $245,829 at 4% or $163,886 at 6%; with 50% employer match about $163,886 at 4% or $109,257 at 6%; with 100% employer match about $122,914 at 4% or $81,943 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-7$202,020$68,832$9,833iApproximate average salary by contribution assumption: employee only about $245,829 at 4% or $163,886 at 6%; with 50% employer match about $163,886 at 4% or $109,257 at 6%; with 100% employer match about $122,914 at 4% or $81,943 at 6%.
200816$100,705$66,412$11,069iApproximate average salary by contribution assumption: employee only about $276,717 at 4% or $184,478 at 6%; with 50% employer match about $184,478 at 4% or $122,985 at 6%; with 100% employer match about $138,358 at 4% or $92,239 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-6$100,705$66,412$11,069iApproximate average salary by contribution assumption: employee only about $276,717 at 4% or $184,478 at 6%; with 50% employer match about $184,478 at 4% or $122,985 at 6%; with 100% employer match about $138,358 at 4% or $92,239 at 6%.
200714$66,051$66,174$16,544iApproximate average salary by contribution assumption: employee only about $413,588 at 4% or $275,725 at 6%; with 50% employer match about $275,725 at 4% or $183,817 at 6%; with 100% employer match about $206,794 at 4% or $137,863 at 6%.
Jack D Berns Dds & Anthony T D 401(K) Profit Sharing Plan & Trust-4$66,051$66,174$16,544iApproximate average salary by contribution assumption: employee only about $413,588 at 4% or $275,725 at 6%; with 50% employer match about $275,725 at 4% or $183,817 at 6%; with 100% employer match about $206,794 at 4% or $137,863 at 6%.