Civic Intelligence

Bershtein, Lippman, Bachman & Mckeon PC.

Plan context: Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan

EIN 06-1444399 • New Haven, CT • 33 filings • 10 plans

900 Chapel St.11th Fl.New Haven, CT 06510
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$12,270,689

2025 Contributions

$710,973

Historical Graphs

Total Assets Over Time

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

$12,270,689$6,135,345$0199920132025YearValue
$12,270,689Latest year 2025

Participants Over Time

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

19100199920122025YearValue
12Latest 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
2025212$12,270,689$710,973$59,248iApproximate average salary by contribution assumption: employee only about $1,481,194 at 4% or $987,463 at 6%; with 50% employer match about $987,463 at 4% or $658,308 at 6%; with 100% employer match about $740,597 at 4% or $493,731 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-12$9,867,781$360,973$30,081iApproximate average salary by contribution assumption: employee only about $752,027 at 4% or $501,351 at 6%; with 50% employer match about $501,351 at 4% or $334,234 at 6%; with 100% employer match about $376,014 at 4% or $250,676 at 6%.
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN-5$2,402,908$350,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
2024213$10,150,520$750,963$57,766iApproximate average salary by contribution assumption: employee only about $1,444,160 at 4% or $962,773 at 6%; with 50% employer match about $962,773 at 4% or $641,849 at 6%; with 100% employer match about $722,080 at 4% or $481,387 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-13$8,248,531$295,963$22,766iApproximate average salary by contribution assumption: employee only about $569,160 at 4% or $379,440 at 6%; with 50% employer match about $379,440 at 4% or $252,960 at 6%; with 100% employer match about $284,580 at 4% or $189,720 at 6%.
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN-4$1,901,989$455,000$113,750iApproximate average salary by contribution assumption: employee only about $2,843,750 at 4% or $1,895,833 at 6%; with 50% employer match about $1,895,833 at 4% or $1,263,889 at 6%; with 100% employer match about $1,421,875 at 4% or $947,917 at 6%.
2023214$8,128,376$650,636$46,474iApproximate average salary by contribution assumption: employee only about $1,161,850 at 4% or $774,567 at 6%; with 50% employer match about $774,567 at 4% or $516,378 at 6%; with 100% employer match about $580,925 at 4% or $387,283 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$6,780,287$286,969$20,498iApproximate average salary by contribution assumption: employee only about $512,445 at 4% or $341,630 at 6%; with 50% employer match about $341,630 at 4% or $227,753 at 6%; with 100% employer match about $256,222 at 4% or $170,815 at 6%.
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN-4$1,348,089$363,667$90,917iApproximate average salary by contribution assumption: employee only about $2,272,919 at 4% or $1,515,279 at 6%; with 50% employer match about $1,515,279 at 4% or $1,010,186 at 6%; with 100% employer match about $1,136,459 at 4% or $757,640 at 6%.
2022214$6,343,926$738,263$52,733iApproximate average salary by contribution assumption: employee only about $1,318,327 at 4% or $878,885 at 6%; with 50% employer match about $878,885 at 4% or $585,923 at 6%; with 100% employer match about $659,163 at 4% or $439,442 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$5,447,416$260,263$18,590iApproximate average salary by contribution assumption: employee only about $464,755 at 4% or $309,837 at 6%; with 50% employer match about $309,837 at 4% or $206,558 at 6%; with 100% employer match about $232,378 at 4% or $154,918 at 6%.
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN-4$896,510$478,000$119,500iApproximate average salary by contribution assumption: employee only about $2,987,500 at 4% or $1,991,667 at 6%; with 50% employer match about $1,991,667 at 4% or $1,327,778 at 6%; with 100% employer match about $1,493,750 at 4% or $995,833 at 6%.
2021214$6,916,887$706,074$50,434iApproximate average salary by contribution assumption: employee only about $1,260,846 at 4% or $840,564 at 6%; with 50% employer match about $840,564 at 4% or $560,376 at 6%; with 100% employer match about $630,423 at 4% or $420,282 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$6,464,467$253,656$18,118iApproximate average salary by contribution assumption: employee only about $452,957 at 4% or $301,971 at 6%; with 50% employer match about $301,971 at 4% or $201,314 at 6%; with 100% employer match about $226,479 at 4% or $150,986 at 6%.
BERSHTEIN, VOLPE & MCKEON, P.C. CASH BALANCE PLAN-4$452,420$452,418$113,105iApproximate average salary by contribution assumption: employee only about $2,827,613 at 4% or $1,885,075 at 6%; with 50% employer match about $1,885,075 at 4% or $1,256,717 at 6%; with 100% employer match about $1,413,806 at 4% or $942,538 at 6%.
2020115$5,499,345$313,817$20,921iApproximate average salary by contribution assumption: employee only about $523,028 at 4% or $348,686 at 6%; with 50% employer match about $348,686 at 4% or $232,457 at 6%; with 100% employer match about $261,514 at 4% or $174,343 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-15$5,499,345$313,817$20,921iApproximate average salary by contribution assumption: employee only about $523,028 at 4% or $348,686 at 6%; with 50% employer match about $348,686 at 4% or $232,457 at 6%; with 100% employer match about $261,514 at 4% or $174,343 at 6%.
2019116$4,747,473$324,827$20,302iApproximate average salary by contribution assumption: employee only about $507,542 at 4% or $338,361 at 6%; with 50% employer match about $338,361 at 4% or $225,574 at 6%; with 100% employer match about $253,771 at 4% or $169,181 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-16$4,747,473$324,827$20,302iApproximate average salary by contribution assumption: employee only about $507,542 at 4% or $338,361 at 6%; with 50% employer match about $338,361 at 4% or $225,574 at 6%; with 100% employer match about $253,771 at 4% or $169,181 at 6%.
2018116$3,824,503$233,191$14,574iApproximate average salary by contribution assumption: employee only about $364,361 at 4% or $242,907 at 6%; with 50% employer match about $242,907 at 4% or $161,938 at 6%; with 100% employer match about $182,180 at 4% or $121,454 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-16$3,824,503$233,191$14,574iApproximate average salary by contribution assumption: employee only about $364,361 at 4% or $242,907 at 6%; with 50% employer match about $242,907 at 4% or $161,938 at 6%; with 100% employer match about $182,180 at 4% or $121,454 at 6%.
2017116$3,860,202$239,175$14,948iApproximate average salary by contribution assumption: employee only about $373,711 at 4% or $249,141 at 6%; with 50% employer match about $249,141 at 4% or $166,094 at 6%; with 100% employer match about $186,855 at 4% or $124,570 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-16$3,860,202$239,175$14,948iApproximate average salary by contribution assumption: employee only about $373,711 at 4% or $249,141 at 6%; with 50% employer match about $249,141 at 4% or $166,094 at 6%; with 100% employer match about $186,855 at 4% or $124,570 at 6%.
2016118$3,169,501$232,131$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-18$3,169,501$232,131$12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%.
2015119$2,760,288$210,815$11,096iApproximate average salary by contribution assumption: employee only about $277,388 at 4% or $184,925 at 6%; with 50% employer match about $184,925 at 4% or $123,284 at 6%; with 100% employer match about $138,694 at 4% or $92,463 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-19$2,760,288$210,815$11,096iApproximate average salary by contribution assumption: employee only about $277,388 at 4% or $184,925 at 6%; with 50% employer match about $184,925 at 4% or $123,284 at 6%; with 100% employer match about $138,694 at 4% or $92,463 at 6%.
2014113$2,578,642$179,263$13,789iApproximate average salary by contribution assumption: employee only about $344,737 at 4% or $229,824 at 6%; with 50% employer match about $229,824 at 4% or $153,216 at 6%; with 100% employer match about $172,368 at 4% or $114,912 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-13$2,578,642$179,263$13,789iApproximate average salary by contribution assumption: employee only about $344,737 at 4% or $229,824 at 6%; with 50% employer match about $229,824 at 4% or $153,216 at 6%; with 100% employer match about $172,368 at 4% or $114,912 at 6%.
2013118$2,239,681$182,154$10,120iApproximate average salary by contribution assumption: employee only about $252,992 at 4% or $168,661 at 6%; with 50% employer match about $168,661 at 4% or $112,441 at 6%; with 100% employer match about $126,496 at 4% or $84,331 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-18$2,239,681$182,154$10,120iApproximate average salary by contribution assumption: employee only about $252,992 at 4% or $168,661 at 6%; with 50% employer match about $168,661 at 4% or $112,441 at 6%; with 100% employer match about $126,496 at 4% or $84,331 at 6%.
2012118$1,744,748$175,697$9,761iApproximate average salary by contribution assumption: employee only about $244,024 at 4% or $162,682 at 6%; with 50% employer match about $162,682 at 4% or $108,455 at 6%; with 100% employer match about $122,012 at 4% or $81,341 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-18$1,744,748$175,697$9,761iApproximate average salary by contribution assumption: employee only about $244,024 at 4% or $162,682 at 6%; with 50% employer match about $162,682 at 4% or $108,455 at 6%; with 100% employer match about $122,012 at 4% or $81,341 at 6%.
2011114$1,359,109$131,421$9,387iApproximate average salary by contribution assumption: employee only about $234,680 at 4% or $156,454 at 6%; with 50% employer match about $156,454 at 4% or $104,302 at 6%; with 100% employer match about $117,340 at 4% or $78,227 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$1,359,109$131,421$9,387iApproximate average salary by contribution assumption: employee only about $234,680 at 4% or $156,454 at 6%; with 50% employer match about $156,454 at 4% or $104,302 at 6%; with 100% employer match about $117,340 at 4% or $78,227 at 6%.
2010115$1,335,606$129,478$8,632iApproximate average salary by contribution assumption: employee only about $215,797 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,910 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-15$1,335,606$129,478$8,632iApproximate average salary by contribution assumption: employee only about $215,797 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,910 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%.
2009114$1,060,544$130,114$9,294iApproximate average salary by contribution assumption: employee only about $232,346 at 4% or $154,898 at 6%; with 50% employer match about $154,898 at 4% or $103,265 at 6%; with 100% employer match about $116,173 at 4% or $77,449 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$1,060,544$130,114$9,294iApproximate average salary by contribution assumption: employee only about $232,346 at 4% or $154,898 at 6%; with 50% employer match about $154,898 at 4% or $103,265 at 6%; with 100% employer match about $116,173 at 4% or $77,449 at 6%.
2008114$712,587$109,772$7,841iApproximate average salary by contribution assumption: employee only about $196,021 at 4% or $130,681 at 6%; with 50% employer match about $130,681 at 4% or $87,121 at 6%; with 100% employer match about $98,011 at 4% or $65,340 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-14$712,587$109,772$7,841iApproximate average salary by contribution assumption: employee only about $196,021 at 4% or $130,681 at 6%; with 50% employer match about $130,681 at 4% or $87,121 at 6%; with 100% employer match about $98,011 at 4% or $65,340 at 6%.
2007111$0$0-
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-11---
200619$759,681$111,620$12,402iApproximate average salary by contribution assumption: employee only about $310,056 at 4% or $206,704 at 6%; with 50% employer match about $206,704 at 4% or $137,802 at 6%; with 100% employer match about $155,028 at 4% or $103,352 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-9$759,681$111,620$12,402iApproximate average salary by contribution assumption: employee only about $310,056 at 4% or $206,704 at 6%; with 50% employer match about $206,704 at 4% or $137,802 at 6%; with 100% employer match about $155,028 at 4% or $103,352 at 6%.
200519$594,554$113,589$12,621iApproximate average salary by contribution assumption: employee only about $315,525 at 4% or $210,350 at 6%; with 50% employer match about $210,350 at 4% or $140,233 at 6%; with 100% employer match about $157,763 at 4% or $105,175 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-9$594,554$113,589$12,621iApproximate average salary by contribution assumption: employee only about $315,525 at 4% or $210,350 at 6%; with 50% employer match about $210,350 at 4% or $140,233 at 6%; with 100% employer match about $157,763 at 4% or $105,175 at 6%.
200418$448,864$87,030$10,879iApproximate average salary by contribution assumption: employee only about $271,969 at 4% or $181,313 at 6%; with 50% employer match about $181,313 at 4% or $120,875 at 6%; with 100% employer match about $135,984 at 4% or $90,656 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-8$448,864$87,030$10,879iApproximate average salary by contribution assumption: employee only about $271,969 at 4% or $181,313 at 6%; with 50% employer match about $181,313 at 4% or $120,875 at 6%; with 100% employer match about $135,984 at 4% or $90,656 at 6%.
200316$325,079$68,538$11,423iApproximate average salary by contribution assumption: employee only about $285,575 at 4% or $190,383 at 6%; with 50% employer match about $190,383 at 4% or $126,922 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-6$325,079$68,538$11,423iApproximate average salary by contribution assumption: employee only about $285,575 at 4% or $190,383 at 6%; with 50% employer match about $190,383 at 4% or $126,922 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%.
200216$278,885$74,375$12,396iApproximate average salary by contribution assumption: employee only about $309,896 at 4% or $206,597 at 6%; with 50% employer match about $206,597 at 4% or $137,731 at 6%; with 100% employer match about $154,948 at 4% or $103,299 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-6$278,885$74,375$12,396iApproximate average salary by contribution assumption: employee only about $309,896 at 4% or $206,597 at 6%; with 50% employer match about $206,597 at 4% or $137,731 at 6%; with 100% employer match about $154,948 at 4% or $103,299 at 6%.
200127$244,191$73,253$10,465iApproximate average salary by contribution assumption: employee only about $261,618 at 4% or $174,412 at 6%; with 50% employer match about $174,412 at 4% or $116,275 at 6%; with 100% employer match about $130,809 at 4% or $87,206 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-7$244,191$73,253$10,465iApproximate average salary by contribution assumption: employee only about $261,618 at 4% or $174,412 at 6%; with 50% employer match about $174,412 at 4% or $116,275 at 6%; with 100% employer match about $130,809 at 4% or $87,206 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-7---
200017$203,138$38,077$5,440iApproximate average salary by contribution assumption: employee only about $135,989 at 4% or $90,660 at 6%; with 50% employer match about $90,660 at 4% or $60,440 at 6%; with 100% employer match about $67,995 at 4% or $45,330 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-7$203,138$38,077$5,440iApproximate average salary by contribution assumption: employee only about $135,989 at 4% or $90,660 at 6%; with 50% employer match about $90,660 at 4% or $60,440 at 6%; with 100% employer match about $67,995 at 4% or $45,330 at 6%.
199917$186,480$84,416$12,059iApproximate average salary by contribution assumption: employee only about $301,486 at 4% or $200,990 at 6%; with 50% employer match about $200,990 at 4% or $133,994 at 6%; with 100% employer match about $150,743 at 4% or $100,495 at 6%.
Bershtein, Lippman, Bachman & Mckeon PC. Employees 401K Profit Sharing Plan-7$186,480$84,416$12,059iApproximate average salary by contribution assumption: employee only about $301,486 at 4% or $200,990 at 6%; with 50% employer match about $200,990 at 4% or $133,994 at 6%; with 100% employer match about $150,743 at 4% or $100,495 at 6%.