Civic Intelligence

Berenson & Company LLC

Plan context: Berenson & Company LLC 401(K) Plan

EIN 13-4100640 • New York, NY • 25 filings • 6 plans

667 Madison AvenueNew York, NY 10021
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$9,732,050

2024 Contributions

$394,367

Historical Graphs

Total Assets Over Time

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

$9,732,050$4,866,025$0200020142024YearValue
$9,732,050Latest year 2024

Participants Over Time

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

67340200020122024YearValue
18Latest 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
2024118$9,732,050$394,367$21,909iApproximate average salary by contribution assumption: employee only about $547,732 at 4% or $365,155 at 6%; with 50% employer match about $365,155 at 4% or $243,436 at 6%; with 100% employer match about $273,866 at 4% or $182,577 at 6%.
Berenson & Company LLC 401(K) Plan-18$9,732,050$394,367$21,909iApproximate average salary by contribution assumption: employee only about $547,732 at 4% or $365,155 at 6%; with 50% employer match about $365,155 at 4% or $243,436 at 6%; with 100% employer match about $273,866 at 4% or $182,577 at 6%.
2023122$9,188,270$518,245$23,557iApproximate average salary by contribution assumption: employee only about $588,915 at 4% or $392,610 at 6%; with 50% employer match about $392,610 at 4% or $261,740 at 6%; with 100% employer match about $294,457 at 4% or $196,305 at 6%.
Berenson & Company LLC 401(K) Plan-22$9,188,270$518,245$23,557iApproximate average salary by contribution assumption: employee only about $588,915 at 4% or $392,610 at 6%; with 50% employer match about $392,610 at 4% or $261,740 at 6%; with 100% employer match about $294,457 at 4% or $196,305 at 6%.
2022131$6,777,347$727,770$23,476iApproximate average salary by contribution assumption: employee only about $586,911 at 4% or $391,274 at 6%; with 50% employer match about $391,274 at 4% or $260,849 at 6%; with 100% employer match about $293,456 at 4% or $195,637 at 6%.
Berenson & Company LLC 401(K) Plan-31$6,777,347$727,770$23,476iApproximate average salary by contribution assumption: employee only about $586,911 at 4% or $391,274 at 6%; with 50% employer match about $391,274 at 4% or $260,849 at 6%; with 100% employer match about $293,456 at 4% or $195,637 at 6%.
2021125$8,291,545$465,452$18,618iApproximate average salary by contribution assumption: employee only about $465,452 at 4% or $310,301 at 6%; with 50% employer match about $310,301 at 4% or $206,868 at 6%; with 100% employer match about $232,726 at 4% or $155,151 at 6%.
Berenson & Company LLC 401(K) Plan-25$8,291,545$465,452$18,618iApproximate average salary by contribution assumption: employee only about $465,452 at 4% or $310,301 at 6%; with 50% employer match about $310,301 at 4% or $206,868 at 6%; with 100% employer match about $232,726 at 4% or $155,151 at 6%.
2020120$7,147,269$319,370$15,969iApproximate average salary by contribution assumption: employee only about $399,213 at 4% or $266,142 at 6%; with 50% employer match about $266,142 at 4% or $177,428 at 6%; with 100% employer match about $199,606 at 4% or $133,071 at 6%.
Berenson & Company LLC 401(K) Plan-20$7,147,269$319,370$15,969iApproximate average salary by contribution assumption: employee only about $399,213 at 4% or $266,142 at 6%; with 50% employer match about $266,142 at 4% or $177,428 at 6%; with 100% employer match about $199,606 at 4% or $133,071 at 6%.
2019114$6,659,408$242,013$17,287iApproximate average salary by contribution assumption: employee only about $432,166 at 4% or $288,111 at 6%; with 50% employer match about $288,111 at 4% or $192,074 at 6%; with 100% employer match about $216,083 at 4% or $144,055 at 6%.
Berenson & Company LLC 401(K) Plan-14$6,659,408$242,013$17,287iApproximate average salary by contribution assumption: employee only about $432,166 at 4% or $288,111 at 6%; with 50% employer match about $288,111 at 4% or $192,074 at 6%; with 100% employer match about $216,083 at 4% or $144,055 at 6%.
2018113$5,486,481$153,672$11,821iApproximate average salary by contribution assumption: employee only about $295,523 at 4% or $197,015 at 6%; with 50% employer match about $197,015 at 4% or $131,344 at 6%; with 100% employer match about $147,762 at 4% or $98,508 at 6%.
Berenson & Company LLC 401(K) Plan-13$5,486,481$153,672$11,821iApproximate average salary by contribution assumption: employee only about $295,523 at 4% or $197,015 at 6%; with 50% employer match about $197,015 at 4% or $131,344 at 6%; with 100% employer match about $147,762 at 4% or $98,508 at 6%.
2017112$6,036,335$129,025$10,752iApproximate average salary by contribution assumption: employee only about $268,802 at 4% or $179,201 at 6%; with 50% employer match about $179,201 at 4% or $119,468 at 6%; with 100% employer match about $134,401 at 4% or $89,601 at 6%.
Berenson & Company LLC 401(K) Plan-12$6,036,335$129,025$10,752iApproximate average salary by contribution assumption: employee only about $268,802 at 4% or $179,201 at 6%; with 50% employer match about $179,201 at 4% or $119,468 at 6%; with 100% employer match about $134,401 at 4% or $89,601 at 6%.
2016117$5,473,461$212,265$12,486iApproximate average salary by contribution assumption: employee only about $312,154 at 4% or $208,103 at 6%; with 50% employer match about $208,103 at 4% or $138,735 at 6%; with 100% employer match about $156,077 at 4% or $104,051 at 6%.
Berenson & Company LLC 401(K) Plan-17$5,473,461$212,265$12,486iApproximate average salary by contribution assumption: employee only about $312,154 at 4% or $208,103 at 6%; with 50% employer match about $208,103 at 4% or $138,735 at 6%; with 100% employer match about $156,077 at 4% or $104,051 at 6%.
2015124$5,774,396$283,865$11,828iApproximate average salary by contribution assumption: employee only about $295,693 at 4% or $197,128 at 6%; with 50% employer match about $197,128 at 4% or $131,419 at 6%; with 100% employer match about $147,846 at 4% or $98,564 at 6%.
Berenson & Company LLC 401(K) Plan-24$5,774,396$283,865$11,828iApproximate average salary by contribution assumption: employee only about $295,693 at 4% or $197,128 at 6%; with 50% employer match about $197,128 at 4% or $131,419 at 6%; with 100% employer match about $147,846 at 4% or $98,564 at 6%.
2014156$5,845,841$389,423$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,266 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
Berenson & Company LLC 401(K) Plan-56$5,845,841$389,423$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,266 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
2013160$5,348,034$420,740$7,012iApproximate average salary by contribution assumption: employee only about $175,308 at 4% or $116,872 at 6%; with 50% employer match about $116,872 at 4% or $77,915 at 6%; with 100% employer match about $87,654 at 4% or $58,436 at 6%.
Berenson & Company LLC 401(K) Plan-60$5,348,034$420,740$7,012iApproximate average salary by contribution assumption: employee only about $175,308 at 4% or $116,872 at 6%; with 50% employer match about $116,872 at 4% or $77,915 at 6%; with 100% employer match about $87,654 at 4% or $58,436 at 6%.
2012166$4,497,435$421,879$6,392iApproximate average salary by contribution assumption: employee only about $159,803 at 4% or $106,535 at 6%; with 50% employer match about $106,535 at 4% or $71,023 at 6%; with 100% employer match about $79,901 at 4% or $53,268 at 6%.
Berenson & Company LLC 401(K) Plan-66$4,497,435$421,879$6,392iApproximate average salary by contribution assumption: employee only about $159,803 at 4% or $106,535 at 6%; with 50% employer match about $106,535 at 4% or $71,023 at 6%; with 100% employer match about $79,901 at 4% or $53,268 at 6%.
2011167$3,676,231$568,116$8,479iApproximate average salary by contribution assumption: employee only about $211,984 at 4% or $141,322 at 6%; with 50% employer match about $141,322 at 4% or $94,215 at 6%; with 100% employer match about $105,992 at 4% or $70,661 at 6%.
Berenson & Company LLC 401(K) Plan-67$3,676,231$568,116$8,479iApproximate average salary by contribution assumption: employee only about $211,984 at 4% or $141,322 at 6%; with 50% employer match about $141,322 at 4% or $94,215 at 6%; with 100% employer match about $105,992 at 4% or $70,661 at 6%.
2010158$3,434,416$501,602$8,648iApproximate average salary by contribution assumption: employee only about $216,208 at 4% or $144,139 at 6%; with 50% employer match about $144,139 at 4% or $96,092 at 6%; with 100% employer match about $108,104 at 4% or $72,069 at 6%.
Berenson & Company LLC 401(K) Plan-58$3,434,416$501,602$8,648iApproximate average salary by contribution assumption: employee only about $216,208 at 4% or $144,139 at 6%; with 50% employer match about $144,139 at 4% or $96,092 at 6%; with 100% employer match about $108,104 at 4% or $72,069 at 6%.
2009140$2,506,444$319,503$7,988iApproximate average salary by contribution assumption: employee only about $199,689 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,751 at 6%; with 100% employer match about $99,845 at 4% or $66,563 at 6%.
Berenson & Company LLC 401(K) Plan-40$2,506,444$319,503$7,988iApproximate average salary by contribution assumption: employee only about $199,689 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,751 at 6%; with 100% employer match about $99,845 at 4% or $66,563 at 6%.
2008129$1,649,424$336,023$11,587iApproximate average salary by contribution assumption: employee only about $289,675 at 4% or $193,117 at 6%; with 50% employer match about $193,117 at 4% or $128,744 at 6%; with 100% employer match about $144,838 at 4% or $96,558 at 6%.
Berenson & Company LLC 401(K) Plan-29$1,649,424$336,023$11,587iApproximate average salary by contribution assumption: employee only about $289,675 at 4% or $193,117 at 6%; with 50% employer match about $193,117 at 4% or $128,744 at 6%; with 100% employer match about $144,838 at 4% or $96,558 at 6%.
2007121$0$0-
Berenson & Company LLC 401(K) Plan-21---
2006120$2,464,070$330,645$16,532iApproximate average salary by contribution assumption: employee only about $413,306 at 4% or $275,538 at 6%; with 50% employer match about $275,538 at 4% or $183,692 at 6%; with 100% employer match about $206,653 at 4% or $137,769 at 6%.
Berenson & Company LLC 401(K) Plan-20$2,464,070$330,645$16,532iApproximate average salary by contribution assumption: employee only about $413,306 at 4% or $275,538 at 6%; with 50% employer match about $275,538 at 4% or $183,692 at 6%; with 100% employer match about $206,653 at 4% or $137,769 at 6%.
2005126$2,273,700$426,731$16,413iApproximate average salary by contribution assumption: employee only about $410,318 at 4% or $273,546 at 6%; with 50% employer match about $273,546 at 4% or $182,364 at 6%; with 100% employer match about $205,159 at 4% or $136,773 at 6%.
Berenson & Company LLC 401(K) Plan-26$2,273,700$426,731$16,413iApproximate average salary by contribution assumption: employee only about $410,318 at 4% or $273,546 at 6%; with 50% employer match about $273,546 at 4% or $182,364 at 6%; with 100% employer match about $205,159 at 4% or $136,773 at 6%.
2004133$1,639,764$317,699$9,627iApproximate average salary by contribution assumption: employee only about $240,681 at 4% or $160,454 at 6%; with 50% employer match about $160,454 at 4% or $106,969 at 6%; with 100% employer match about $120,341 at 4% or $80,227 at 6%.
Berenson & Company LLC 401(K) Plan-33$1,639,764$317,699$9,627iApproximate average salary by contribution assumption: employee only about $240,681 at 4% or $160,454 at 6%; with 50% employer match about $160,454 at 4% or $106,969 at 6%; with 100% employer match about $120,341 at 4% or $80,227 at 6%.
2003134$1,237,481$239,867$7,055iApproximate average salary by contribution assumption: employee only about $176,373 at 4% or $117,582 at 6%; with 50% employer match about $117,582 at 4% or $78,388 at 6%; with 100% employer match about $88,186 at 4% or $58,791 at 6%.
Berenson & Company LLC 401(K) Plan-34$1,237,481$239,867$7,055iApproximate average salary by contribution assumption: employee only about $176,373 at 4% or $117,582 at 6%; with 50% employer match about $117,582 at 4% or $78,388 at 6%; with 100% employer match about $88,186 at 4% or $58,791 at 6%.
2002132$0$0-
Berenson & Company LLC 401(K) Plan-32---
2001147$0$0-
Berenson & Company LLC 401(K) Plan-47---
2000133$779,567$183,624$5,564iApproximate average salary by contribution assumption: employee only about $139,109 at 4% or $92,739 at 6%; with 50% employer match about $92,739 at 4% or $61,826 at 6%; with 100% employer match about $69,555 at 4% or $46,370 at 6%.
Berenson & Company LLC 401(K) Plan-33$779,567$183,624$5,564iApproximate average salary by contribution assumption: employee only about $139,109 at 4% or $92,739 at 6%; with 50% employer match about $92,739 at 4% or $61,826 at 6%; with 100% employer match about $69,555 at 4% or $46,370 at 6%.