Civic Intelligence

Berkman Bottger Newman & Schein LLP

Plan context: BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN

EIN 13-3732251 • New York, NY • 32 filings • 13 plans

521 Fifth Ave - 31st FloorNew York, NY 10175
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$6,975,131

2024 Contributions

$900,741

Historical Graphs

Total Assets Over Time

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

$6,975,131$3,487,566$0200420152024YearValue
$6,975,131Latest year 2024

Participants Over Time

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

36180200520152024YearValue
36Latest 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
2024236$6,975,131$900,741$25,021iApproximate average salary by contribution assumption: employee only about $625,515 at 4% or $417,010 at 6%; with 50% employer match about $417,010 at 4% or $278,006 at 6%; with 100% employer match about $312,757 at 4% or $208,505 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-36$5,075,321$687,945$19,110iApproximate average salary by contribution assumption: employee only about $477,740 at 4% or $318,493 at 6%; with 50% employer match about $318,493 at 4% or $212,329 at 6%; with 100% employer match about $238,870 at 4% or $159,247 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-23$1,899,810$212,796$9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%.
2023235$5,852,834$776,250$22,179iApproximate average salary by contribution assumption: employee only about $554,464 at 4% or $369,643 at 6%; with 50% employer match about $369,643 at 4% or $246,429 at 6%; with 100% employer match about $277,232 at 4% or $184,821 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-35$4,372,754$566,439$16,184iApproximate average salary by contribution assumption: employee only about $404,599 at 4% or $269,733 at 6%; with 50% employer match about $269,733 at 4% or $179,822 at 6%; with 100% employer match about $202,300 at 4% or $134,866 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-20$1,480,080$209,811$10,491iApproximate average salary by contribution assumption: employee only about $262,264 at 4% or $174,843 at 6%; with 50% employer match about $174,843 at 4% or $116,562 at 6%; with 100% employer match about $131,132 at 4% or $87,421 at 6%.
2022233$4,411,687$758,029$22,971iApproximate average salary by contribution assumption: employee only about $574,264 at 4% or $382,843 at 6%; with 50% employer match about $382,843 at 4% or $255,229 at 6%; with 100% employer match about $287,132 at 4% or $191,421 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-33$3,282,403$549,406$16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-19$1,129,284$208,623$10,980iApproximate average salary by contribution assumption: employee only about $274,504 at 4% or $183,003 at 6%; with 50% employer match about $183,003 at 4% or $122,002 at 6%; with 100% employer match about $137,252 at 4% or $91,501 at 6%.
2021232$4,637,357$752,439$23,514iApproximate average salary by contribution assumption: employee only about $587,843 at 4% or $391,895 at 6%; with 50% employer match about $391,895 at 4% or $261,264 at 6%; with 100% employer match about $293,921 at 4% or $195,948 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-32$3,569,544$549,799$17,181iApproximate average salary by contribution assumption: employee only about $429,530 at 4% or $286,354 at 6%; with 50% employer match about $286,354 at 4% or $190,902 at 6%; with 100% employer match about $214,765 at 4% or $143,177 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-20$1,067,813$202,640$10,132iApproximate average salary by contribution assumption: employee only about $253,300 at 4% or $168,867 at 6%; with 50% employer match about $168,867 at 4% or $112,578 at 6%; with 100% employer match about $126,650 at 4% or $84,433 at 6%.
2020231$4,313,426$871,194$28,103iApproximate average salary by contribution assumption: employee only about $702,576 at 4% or $468,384 at 6%; with 50% employer match about $468,384 at 4% or $312,256 at 6%; with 100% employer match about $351,288 at 4% or $234,192 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-31$2,695,557$369,064$11,905iApproximate average salary by contribution assumption: employee only about $297,632 at 4% or $198,422 at 6%; with 50% employer match about $198,422 at 4% or $132,281 at 6%; with 100% employer match about $148,816 at 4% or $99,211 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-15$1,617,869$502,130$33,475iApproximate average salary by contribution assumption: employee only about $836,883 at 4% or $557,922 at 6%; with 50% employer match about $557,922 at 4% or $371,948 at 6%; with 100% employer match about $418,442 at 4% or $278,961 at 6%.
2019224$3,191,115$866,920$36,122iApproximate average salary by contribution assumption: employee only about $903,042 at 4% or $602,028 at 6%; with 50% employer match about $602,028 at 4% or $401,352 at 6%; with 100% employer match about $451,521 at 4% or $301,014 at 6%.
BERKMAN BOTTGER NEWMAN & SCHEIN, LLP 401(K) PROFIT SHARING PLAN-24$2,122,372$365,920$15,247iApproximate average salary by contribution assumption: employee only about $381,167 at 4% or $254,111 at 6%; with 50% employer match about $254,111 at 4% or $169,407 at 6%; with 100% employer match about $190,583 at 4% or $127,056 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-12$1,068,743$501,000$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
2018225$1,897,817$839,173$33,567iApproximate average salary by contribution assumption: employee only about $839,173 at 4% or $559,449 at 6%; with 50% employer match about $559,449 at 4% or $372,966 at 6%; with 100% employer match about $419,586 at 4% or $279,724 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP 401(K) PROFIT SHARING PLAN-25$1,392,817$334,173$13,367iApproximate average salary by contribution assumption: employee only about $334,173 at 4% or $222,782 at 6%; with 50% employer match about $222,782 at 4% or $148,521 at 6%; with 100% employer match about $167,087 at 4% or $111,391 at 6%.
Berkman Bottger Newman & Schein LLP Cash Balance Plan-18$505,000$505,000$28,056iApproximate average salary by contribution assumption: employee only about $701,389 at 4% or $467,593 at 6%; with 50% employer match about $467,593 at 4% or $311,728 at 6%; with 100% employer match about $350,694 at 4% or $233,796 at 6%.
2017224$1,407,531$294,543$12,273iApproximate average salary by contribution assumption: employee only about $306,816 at 4% or $204,544 at 6%; with 50% employer match about $204,544 at 4% or $136,363 at 6%; with 100% employer match about $153,408 at 4% or $102,272 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP 401(K) PROFIT SHARING PLAN-24$1,407,531$294,543$12,273iApproximate average salary by contribution assumption: employee only about $306,816 at 4% or $204,544 at 6%; with 50% employer match about $204,544 at 4% or $136,363 at 6%; with 100% employer match about $153,408 at 4% or $102,272 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP CASH BALANCE PLAN-0---
2016214$1,841,987$936,793$66,914iApproximate average salary by contribution assumption: employee only about $1,672,845 at 4% or $1,115,230 at 6%; with 50% employer match about $1,115,230 at 4% or $743,487 at 6%; with 100% employer match about $836,422 at 4% or $557,615 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP 401K PROFIT SHARING PLAN AND-14$1,169,987$264,793$18,914iApproximate average salary by contribution assumption: employee only about $472,845 at 4% or $315,230 at 6%; with 50% employer match about $315,230 at 4% or $210,153 at 6%; with 100% employer match about $236,422 at 4% or $157,615 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP CASH BALANCE PLAN-11$672,000$672,000$61,091iApproximate average salary by contribution assumption: employee only about $1,527,273 at 4% or $1,018,182 at 6%; with 50% employer match about $1,018,182 at 4% or $678,788 at 6%; with 100% employer match about $763,636 at 4% or $509,091 at 6%.
2015114$806,412$148,759$10,626iApproximate average salary by contribution assumption: employee only about $265,641 at 4% or $177,094 at 6%; with 50% employer match about $177,094 at 4% or $118,063 at 6%; with 100% employer match about $132,821 at 4% or $88,547 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP 401K PROFIT SHARING PLAN AND-14$806,412$148,759$10,626iApproximate average salary by contribution assumption: employee only about $265,641 at 4% or $177,094 at 6%; with 50% employer match about $177,094 at 4% or $118,063 at 6%; with 100% employer match about $132,821 at 4% or $88,547 at 6%.
2014112$811,930$74,334$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP 401(K) PROFIT SHARING PLAN AND TRUST-12$811,930$74,334$6,195iApproximate average salary by contribution assumption: employee only about $154,863 at 4% or $103,242 at 6%; with 50% employer match about $103,242 at 4% or $68,828 at 6%; with 100% employer match about $77,431 at 4% or $51,621 at 6%.
2013210$799,001$153,195$15,320iApproximate average salary by contribution assumption: employee only about $382,988 at 4% or $255,325 at 6%; with 50% employer match about $255,325 at 4% or $170,217 at 6%; with 100% employer match about $191,494 at 4% or $127,663 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP PROFIT SHARING PLAN-10$799,001$130,379$13,038iApproximate average salary by contribution assumption: employee only about $325,948 at 4% or $217,298 at 6%; with 50% employer match about $217,298 at 4% or $144,866 at 6%; with 100% employer match about $162,974 at 4% or $108,649 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP PROFIT SHARING PLAN-0$0$22,816-
2012210$611,757$65,367$6,537iApproximate average salary by contribution assumption: employee only about $163,418 at 4% or $108,945 at 6%; with 50% employer match about $108,945 at 4% or $72,630 at 6%; with 100% employer match about $81,709 at 4% or $54,473 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP PROFIT SHARING PLAN-10$604,778$58,535$5,854iApproximate average salary by contribution assumption: employee only about $146,338 at 4% or $97,558 at 6%; with 50% employer match about $97,558 at 4% or $65,039 at 6%; with 100% employer match about $73,169 at 4% or $48,779 at 6%.
BERKMAN BOTTGETR NEWMAN RODD 401 K PROFIT SHARING PLAN TRUST-2$6,979$6,832$3,416iApproximate average salary by contribution assumption: employee only about $85,400 at 4% or $56,933 at 6%; with 50% employer match about $56,933 at 4% or $37,956 at 6%; with 100% employer match about $42,700 at 4% or $28,467 at 6%.
201118$536,522$55,586$6,948iApproximate average salary by contribution assumption: employee only about $173,706 at 4% or $115,804 at 6%; with 50% employer match about $115,804 at 4% or $77,203 at 6%; with 100% employer match about $86,853 at 4% or $57,902 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP PROFIT SHARING PLAN-8$536,522$55,586$6,948iApproximate average salary by contribution assumption: employee only about $173,706 at 4% or $115,804 at 6%; with 50% employer match about $115,804 at 4% or $77,203 at 6%; with 100% employer match about $86,853 at 4% or $57,902 at 6%.
2010110$570,611$108,649$10,865iApproximate average salary by contribution assumption: employee only about $271,623 at 4% or $181,082 at 6%; with 50% employer match about $181,082 at 4% or $120,721 at 6%; with 100% employer match about $135,811 at 4% or $90,541 at 6%.
BERKMAN BOTTGER NEWMAN & RODD, LLP PROFIT SHARING PLAN-10$570,611$108,649$10,865iApproximate average salary by contribution assumption: employee only about $271,623 at 4% or $181,082 at 6%; with 50% employer match about $181,082 at 4% or $120,721 at 6%; with 100% employer match about $135,811 at 4% or $90,541 at 6%.
200918$432,636$102,899$12,862iApproximate average salary by contribution assumption: employee only about $321,559 at 4% or $214,373 at 6%; with 50% employer match about $214,373 at 4% or $142,915 at 6%; with 100% employer match about $160,780 at 4% or $107,186 at 6%.
BERKMAN, BOTTGER & RODD PROFIT SHARING PLAN-8$432,636$102,899$12,862iApproximate average salary by contribution assumption: employee only about $321,559 at 4% or $214,373 at 6%; with 50% employer match about $214,373 at 4% or $142,915 at 6%; with 100% employer match about $160,780 at 4% or $107,186 at 6%.
2008111$310,538$84,345$7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
BERKMAN BOTTGER & RODD PROFIT SHARIN-11$310,538$84,345$7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
2007110$0$0-
BERKMAN BOTTGER & RODD PROFIT SHARING PLAN-10---
200618$235,727$68,093$8,512iApproximate average salary by contribution assumption: employee only about $212,791 at 4% or $141,860 at 6%; with 50% employer match about $141,860 at 4% or $94,574 at 6%; with 100% employer match about $106,395 at 4% or $70,930 at 6%.
BERKMAN BOTTGER & RODD PROFIT SHARING PLAN-8$235,727$68,093$8,512iApproximate average salary by contribution assumption: employee only about $212,791 at 4% or $141,860 at 6%; with 50% employer match about $141,860 at 4% or $94,574 at 6%; with 100% employer match about $106,395 at 4% or $70,930 at 6%.
200518$190,424$86,031$10,754iApproximate average salary by contribution assumption: employee only about $268,847 at 4% or $179,231 at 6%; with 50% employer match about $179,231 at 4% or $119,488 at 6%; with 100% employer match about $134,423 at 4% or $89,616 at 6%.
BERKMAN BOTTGER & RODD PROFIT SHARING PLAN-8$190,424$86,031$10,754iApproximate average salary by contribution assumption: employee only about $268,847 at 4% or $179,231 at 6%; with 50% employer match about $179,231 at 4% or $119,488 at 6%; with 100% employer match about $134,423 at 4% or $89,616 at 6%.
200410$106,589$0-
BERKMAN, BOTTGER & RODD PROFIT SHARING PLAN-0$106,589--