Civic Intelligence

Larry Berman LLC

Plan context: Larry Berman LLC 401(K) Profit Sharing Plan & Trust

EIN 11-2740915 • Quogue, NY • 26 filings • 3 plans

PO Box 1511Quogue, NY 11959-1511
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$416,567

2025 Contributions

$48,300

Historical Graphs

Total Assets Over Time

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

$965,332$482,666$0200020142025YearValue
$416,567Latest year 2025

Participants Over Time

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

740200020132025YearValue
4Latest 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
202514$416,567$48,300$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4$416,567$48,300$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
202414$308,233$53,682$13,421iApproximate average salary by contribution assumption: employee only about $335,513 at 4% or $223,675 at 6%; with 50% employer match about $223,675 at 4% or $149,117 at 6%; with 100% employer match about $167,756 at 4% or $111,838 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4$308,233$53,682$13,421iApproximate average salary by contribution assumption: employee only about $335,513 at 4% or $223,675 at 6%; with 50% employer match about $223,675 at 4% or $149,117 at 6%; with 100% employer match about $167,756 at 4% or $111,838 at 6%.
202316$914,767$67,895$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,597 at 6%; with 50% employer match about $188,597 at 4% or $125,731 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$914,767$67,895$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,597 at 6%; with 50% employer match about $188,597 at 4% or $125,731 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
202216$755,527$111,562$18,594iApproximate average salary by contribution assumption: employee only about $464,842 at 4% or $309,894 at 6%; with 50% employer match about $309,894 at 4% or $206,596 at 6%; with 100% employer match about $232,421 at 4% or $154,947 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$755,527$111,562$18,594iApproximate average salary by contribution assumption: employee only about $464,842 at 4% or $309,894 at 6%; with 50% employer match about $309,894 at 4% or $206,596 at 6%; with 100% employer match about $232,421 at 4% or $154,947 at 6%.
202116$773,088$93,523$15,587iApproximate average salary by contribution assumption: employee only about $389,679 at 4% or $259,786 at 6%; with 50% employer match about $259,786 at 4% or $173,191 at 6%; with 100% employer match about $194,840 at 4% or $129,893 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$773,088$93,523$15,587iApproximate average salary by contribution assumption: employee only about $389,679 at 4% or $259,786 at 6%; with 50% employer match about $259,786 at 4% or $173,191 at 6%; with 100% employer match about $194,840 at 4% or $129,893 at 6%.
202015$607,604$62,826$12,565iApproximate average salary by contribution assumption: employee only about $314,130 at 4% or $209,420 at 6%; with 50% employer match about $209,420 at 4% or $139,613 at 6%; with 100% employer match about $157,065 at 4% or $104,710 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$607,604$62,826$12,565iApproximate average salary by contribution assumption: employee only about $314,130 at 4% or $209,420 at 6%; with 50% employer match about $209,420 at 4% or $139,613 at 6%; with 100% employer match about $157,065 at 4% or $104,710 at 6%.
201915$494,113$63,304$12,661iApproximate average salary by contribution assumption: employee only about $316,520 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,676 at 6%; with 100% employer match about $158,260 at 4% or $105,507 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$494,113$63,304$12,661iApproximate average salary by contribution assumption: employee only about $316,520 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,676 at 6%; with 100% employer match about $158,260 at 4% or $105,507 at 6%.
201816$376,220$62,141$10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$376,220$62,141$10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%.
201716$352,126$61,312$10,219iApproximate average salary by contribution assumption: employee only about $255,467 at 4% or $170,311 at 6%; with 50% employer match about $170,311 at 4% or $113,541 at 6%; with 100% employer match about $127,733 at 4% or $85,156 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$352,126$61,312$10,219iApproximate average salary by contribution assumption: employee only about $255,467 at 4% or $170,311 at 6%; with 50% employer match about $170,311 at 4% or $113,541 at 6%; with 100% employer match about $127,733 at 4% or $85,156 at 6%.
201616$244,188$60,302$10,050iApproximate average salary by contribution assumption: employee only about $251,258 at 4% or $167,506 at 6%; with 50% employer match about $167,506 at 4% or $111,670 at 6%; with 100% employer match about $125,629 at 4% or $83,753 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$244,188$60,302$10,050iApproximate average salary by contribution assumption: employee only about $251,258 at 4% or $167,506 at 6%; with 50% employer match about $167,506 at 4% or $111,670 at 6%; with 100% employer match about $125,629 at 4% or $83,753 at 6%.
201517$170,423$61,177$8,740iApproximate average salary by contribution assumption: employee only about $218,489 at 4% or $145,660 at 6%; with 50% employer match about $145,660 at 4% or $97,106 at 6%; with 100% employer match about $109,245 at 4% or $72,830 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-7$170,423$61,177$8,740iApproximate average salary by contribution assumption: employee only about $218,489 at 4% or $145,660 at 6%; with 50% employer match about $145,660 at 4% or $97,106 at 6%; with 100% employer match about $109,245 at 4% or $72,830 at 6%.
201417$116,196$67,494$9,642iApproximate average salary by contribution assumption: employee only about $241,050 at 4% or $160,700 at 6%; with 50% employer match about $160,700 at 4% or $107,133 at 6%; with 100% employer match about $120,525 at 4% or $80,350 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-7$116,196$67,494$9,642iApproximate average salary by contribution assumption: employee only about $241,050 at 4% or $160,700 at 6%; with 50% employer match about $160,700 at 4% or $107,133 at 6%; with 100% employer match about $120,525 at 4% or $80,350 at 6%.
201317$46,103$44,143$6,306iApproximate average salary by contribution assumption: employee only about $157,654 at 4% or $105,102 at 6%; with 50% employer match about $105,102 at 4% or $70,068 at 6%; with 100% employer match about $78,827 at 4% or $52,551 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-7$46,103$44,143$6,306iApproximate average salary by contribution assumption: employee only about $157,654 at 4% or $105,102 at 6%; with 50% employer match about $105,102 at 4% or $70,068 at 6%; with 100% employer match about $78,827 at 4% or $52,551 at 6%.
201210$0$65,519-
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-0$0$65,519-
201115$965,332$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$965,332$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201016$838,536$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-6$838,536$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200915$680,786$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$680,786$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200814$490,254$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4$490,254$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200714$0$0-
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4---
200614$580,360$154,923$38,731iApproximate average salary by contribution assumption: employee only about $968,269 at 4% or $645,513 at 6%; with 50% employer match about $645,513 at 4% or $430,342 at 6%; with 100% employer match about $484,134 at 4% or $322,756 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4$580,360$154,923$38,731iApproximate average salary by contribution assumption: employee only about $968,269 at 4% or $645,513 at 6%; with 50% employer match about $645,513 at 4% or $430,342 at 6%; with 100% employer match about $484,134 at 4% or $322,756 at 6%.
200515$392,295$83,796$16,759iApproximate average salary by contribution assumption: employee only about $418,980 at 4% or $279,320 at 6%; with 50% employer match about $279,320 at 4% or $186,213 at 6%; with 100% employer match about $209,490 at 4% or $139,660 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$392,295$83,796$16,759iApproximate average salary by contribution assumption: employee only about $418,980 at 4% or $279,320 at 6%; with 50% employer match about $279,320 at 4% or $186,213 at 6%; with 100% employer match about $209,490 at 4% or $139,660 at 6%.
200415$312,904$83,795$16,759iApproximate average salary by contribution assumption: employee only about $418,975 at 4% or $279,317 at 6%; with 50% employer match about $279,317 at 4% or $186,211 at 6%; with 100% employer match about $209,488 at 4% or $139,658 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-5$312,904$83,795$16,759iApproximate average salary by contribution assumption: employee only about $418,975 at 4% or $279,317 at 6%; with 50% employer match about $279,317 at 4% or $186,211 at 6%; with 100% employer match about $209,488 at 4% or $139,658 at 6%.
200313$211,145$65,691$21,897iApproximate average salary by contribution assumption: employee only about $547,425 at 4% or $364,950 at 6%; with 50% employer match about $364,950 at 4% or $243,300 at 6%; with 100% employer match about $273,713 at 4% or $182,475 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-3$211,145$65,691$21,897iApproximate average salary by contribution assumption: employee only about $547,425 at 4% or $364,950 at 6%; with 50% employer match about $364,950 at 4% or $243,300 at 6%; with 100% employer match about $273,713 at 4% or $182,475 at 6%.
200213$141,352$63,291$21,097iApproximate average salary by contribution assumption: employee only about $527,425 at 4% or $351,617 at 6%; with 50% employer match about $351,617 at 4% or $234,411 at 6%; with 100% employer match about $263,713 at 4% or $175,808 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-3$141,352$63,291$21,097iApproximate average salary by contribution assumption: employee only about $527,425 at 4% or $351,617 at 6%; with 50% employer match about $351,617 at 4% or $234,411 at 6%; with 100% employer match about $263,713 at 4% or $175,808 at 6%.
200113$93,911$46,388$15,463iApproximate average salary by contribution assumption: employee only about $386,567 at 4% or $257,711 at 6%; with 50% employer match about $257,711 at 4% or $171,807 at 6%; with 100% employer match about $193,283 at 4% or $128,856 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-3$93,911$46,388$15,463iApproximate average salary by contribution assumption: employee only about $386,567 at 4% or $257,711 at 6%; with 50% employer match about $257,711 at 4% or $171,807 at 6%; with 100% employer match about $193,283 at 4% or $128,856 at 6%.
200014$49,606$50,200$12,550iApproximate average salary by contribution assumption: employee only about $313,750 at 4% or $209,167 at 6%; with 50% employer match about $209,167 at 4% or $139,444 at 6%; with 100% employer match about $156,875 at 4% or $104,583 at 6%.
Larry Berman LLC 401(K) Profit Sharing Plan & Trust-4$49,606$50,200$12,550iApproximate average salary by contribution assumption: employee only about $313,750 at 4% or $209,167 at 6%; with 50% employer match about $209,167 at 4% or $139,444 at 6%; with 100% employer match about $156,875 at 4% or $104,583 at 6%.