Civic Intelligence

Berkshire Capital Securities LLC

Plan context: Berkshire Capital Securities LLC 401K Plan

EIN 20-0907947 • New York, NY • 20 filings • 5 plans

527 Madison Ave 3rd FloorNew York, NY 10022-4304
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$23,722,503

2024 Contributions

$1,207,594

Historical Graphs

Total Assets Over Time

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

$23,722,503$11,861,252$0200420152024YearValue
$23,722,503Latest year 2024

Participants Over Time

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

53270200420152024YearValue
53Latest 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
2024153$23,722,503$1,207,594$22,785iApproximate average salary by contribution assumption: employee only about $569,620 at 4% or $379,747 at 6%; with 50% employer match about $379,747 at 4% or $253,164 at 6%; with 100% employer match about $284,810 at 4% or $189,873 at 6%.
Berkshire Capital Securities LLC 401K Plan-53$23,722,503$1,207,594$22,785iApproximate average salary by contribution assumption: employee only about $569,620 at 4% or $379,747 at 6%; with 50% employer match about $379,747 at 4% or $253,164 at 6%; with 100% employer match about $284,810 at 4% or $189,873 at 6%.
2023150$19,790,124$1,051,910$21,038iApproximate average salary by contribution assumption: employee only about $525,955 at 4% or $350,637 at 6%; with 50% employer match about $350,637 at 4% or $233,758 at 6%; with 100% employer match about $262,978 at 4% or $175,318 at 6%.
Berkshire Capital Securities LLC 401K Plan-50$19,790,124$1,051,910$21,038iApproximate average salary by contribution assumption: employee only about $525,955 at 4% or $350,637 at 6%; with 50% employer match about $350,637 at 4% or $233,758 at 6%; with 100% employer match about $262,978 at 4% or $175,318 at 6%.
2022151$17,400,493$1,031,269$20,221iApproximate average salary by contribution assumption: employee only about $505,524 at 4% or $337,016 at 6%; with 50% employer match about $337,016 at 4% or $224,677 at 6%; with 100% employer match about $252,762 at 4% or $168,508 at 6%.
Berkshire Capital Securities LLC 401K Plan-51$17,400,493$1,031,269$20,221iApproximate average salary by contribution assumption: employee only about $505,524 at 4% or $337,016 at 6%; with 50% employer match about $337,016 at 4% or $224,677 at 6%; with 100% employer match about $252,762 at 4% or $168,508 at 6%.
2021147$20,548,014$886,606$18,864iApproximate average salary by contribution assumption: employee only about $471,599 at 4% or $314,399 at 6%; with 50% employer match about $314,399 at 4% or $209,600 at 6%; with 100% employer match about $235,799 at 4% or $157,200 at 6%.
Berkshire Capital Securities LLC 401K Plan-47$20,548,014$886,606$18,864iApproximate average salary by contribution assumption: employee only about $471,599 at 4% or $314,399 at 6%; with 50% employer match about $314,399 at 4% or $209,600 at 6%; with 100% employer match about $235,799 at 4% or $157,200 at 6%.
2020142$17,169,523$968,196$23,052iApproximate average salary by contribution assumption: employee only about $576,307 at 4% or $384,205 at 6%; with 50% employer match about $384,205 at 4% or $256,137 at 6%; with 100% employer match about $288,154 at 4% or $192,102 at 6%.
Berkshire Capital Securities LLC 401K Plan-42$17,169,523$968,196$23,052iApproximate average salary by contribution assumption: employee only about $576,307 at 4% or $384,205 at 6%; with 50% employer match about $384,205 at 4% or $256,137 at 6%; with 100% employer match about $288,154 at 4% or $192,102 at 6%.
2019143$17,124,932$891,531$20,733iApproximate average salary by contribution assumption: employee only about $518,332 at 4% or $345,555 at 6%; with 50% employer match about $345,555 at 4% or $230,370 at 6%; with 100% employer match about $259,166 at 4% or $172,777 at 6%.
Berkshire Capital Securities LLC 401K Plan-43$17,124,932$891,531$20,733iApproximate average salary by contribution assumption: employee only about $518,332 at 4% or $345,555 at 6%; with 50% employer match about $345,555 at 4% or $230,370 at 6%; with 100% employer match about $259,166 at 4% or $172,777 at 6%.
2018143$13,786,614$813,774$18,925iApproximate average salary by contribution assumption: employee only about $473,124 at 4% or $315,416 at 6%; with 50% employer match about $315,416 at 4% or $210,278 at 6%; with 100% employer match about $236,562 at 4% or $157,708 at 6%.
Berkshire Capital Securities LLC 401K Plan-43$13,786,614$813,774$18,925iApproximate average salary by contribution assumption: employee only about $473,124 at 4% or $315,416 at 6%; with 50% employer match about $315,416 at 4% or $210,278 at 6%; with 100% employer match about $236,562 at 4% or $157,708 at 6%.
2017142$14,573,511$690,252$16,435iApproximate average salary by contribution assumption: employee only about $410,864 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,606 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
Berkshire Capital Securities LLC 401K Plan-42$14,573,511$690,252$16,435iApproximate average salary by contribution assumption: employee only about $410,864 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,606 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
2016139$11,700,500$674,626$17,298iApproximate average salary by contribution assumption: employee only about $432,453 at 4% or $288,302 at 6%; with 50% employer match about $288,302 at 4% or $192,201 at 6%; with 100% employer match about $216,226 at 4% or $144,151 at 6%.
Berkshire Capital Securities LLC 401K Plan-39$11,700,500$674,626$17,298iApproximate average salary by contribution assumption: employee only about $432,453 at 4% or $288,302 at 6%; with 50% employer match about $288,302 at 4% or $192,201 at 6%; with 100% employer match about $216,226 at 4% or $144,151 at 6%.
2015138$11,548,744$632,993$16,658iApproximate average salary by contribution assumption: employee only about $416,443 at 4% or $277,629 at 6%; with 50% employer match about $277,629 at 4% or $185,086 at 6%; with 100% employer match about $208,221 at 4% or $138,814 at 6%.
Berkshire Capital Securities LLC 401K Plan-38$11,548,744$632,993$16,658iApproximate average salary by contribution assumption: employee only about $416,443 at 4% or $277,629 at 6%; with 50% employer match about $277,629 at 4% or $185,086 at 6%; with 100% employer match about $208,221 at 4% or $138,814 at 6%.
2014140$12,453,348$690,699$17,267iApproximate average salary by contribution assumption: employee only about $431,687 at 4% or $287,791 at 6%; with 50% employer match about $287,791 at 4% or $191,861 at 6%; with 100% employer match about $215,843 at 4% or $143,896 at 6%.
Berkshire Capital Securities LLC 401K Plan-40$12,453,348$690,699$17,267iApproximate average salary by contribution assumption: employee only about $431,687 at 4% or $287,791 at 6%; with 50% employer match about $287,791 at 4% or $191,861 at 6%; with 100% employer match about $215,843 at 4% or $143,896 at 6%.
2013140$11,786,925$499,439$12,486iApproximate average salary by contribution assumption: employee only about $312,149 at 4% or $208,100 at 6%; with 50% employer match about $208,100 at 4% or $138,733 at 6%; with 100% employer match about $156,075 at 4% or $104,050 at 6%.
Berkshire Capital Securities LLC 401K Plan-40$11,786,925$499,439$12,486iApproximate average salary by contribution assumption: employee only about $312,149 at 4% or $208,100 at 6%; with 50% employer match about $208,100 at 4% or $138,733 at 6%; with 100% employer match about $156,075 at 4% or $104,050 at 6%.
2012140$9,805,619$417,250$10,431iApproximate average salary by contribution assumption: employee only about $260,781 at 4% or $173,854 at 6%; with 50% employer match about $173,854 at 4% or $115,903 at 6%; with 100% employer match about $130,391 at 4% or $86,927 at 6%.
Berkshire Capital Securities LLC 401K Plan-40$9,805,619$417,250$10,431iApproximate average salary by contribution assumption: employee only about $260,781 at 4% or $173,854 at 6%; with 50% employer match about $173,854 at 4% or $115,903 at 6%; with 100% employer match about $130,391 at 4% or $86,927 at 6%.
2011137$8,471,609$348,622$9,422iApproximate average salary by contribution assumption: employee only about $235,555 at 4% or $157,037 at 6%; with 50% employer match about $157,037 at 4% or $104,691 at 6%; with 100% employer match about $117,778 at 4% or $78,518 at 6%.
Berkshire Capital Securities LLC 401K Plan-37$8,471,609$348,622$9,422iApproximate average salary by contribution assumption: employee only about $235,555 at 4% or $157,037 at 6%; with 50% employer match about $157,037 at 4% or $104,691 at 6%; with 100% employer match about $117,778 at 4% or $78,518 at 6%.
2010137$9,039,173$45,942$1,242iApproximate average salary by contribution assumption: employee only about $31,042 at 4% or $20,695 at 6%; with 50% employer match about $20,695 at 4% or $13,796 at 6%; with 100% employer match about $15,521 at 4% or $10,347 at 6%.
Berkshire Capital Securities LLC 401K Plan-37$9,039,173$45,942$1,242iApproximate average salary by contribution assumption: employee only about $31,042 at 4% or $20,695 at 6%; with 50% employer match about $20,695 at 4% or $13,796 at 6%; with 100% employer match about $15,521 at 4% or $10,347 at 6%.
2009136$7,721,941$550,858$15,302iApproximate average salary by contribution assumption: employee only about $382,540 at 4% or $255,027 at 6%; with 50% employer match about $255,027 at 4% or $170,018 at 6%; with 100% employer match about $191,270 at 4% or $127,513 at 6%.
Berkshire Capital Securities LLC 401K Plan-36$7,721,941$550,858$15,302iApproximate average salary by contribution assumption: employee only about $382,540 at 4% or $255,027 at 6%; with 50% employer match about $255,027 at 4% or $170,018 at 6%; with 100% employer match about $191,270 at 4% or $127,513 at 6%.
2008126$5,507,459$601,593$23,138iApproximate average salary by contribution assumption: employee only about $578,455 at 4% or $385,637 at 6%; with 50% employer match about $385,637 at 4% or $257,091 at 6%; with 100% employer match about $289,227 at 4% or $192,818 at 6%.
Berkshire Capital Securities LLC 401K Plan-26$5,507,459$601,593$23,138iApproximate average salary by contribution assumption: employee only about $578,455 at 4% or $385,637 at 6%; with 50% employer match about $385,637 at 4% or $257,091 at 6%; with 100% employer match about $289,227 at 4% or $192,818 at 6%.
2007123$8,414,840$282,392$12,278iApproximate average salary by contribution assumption: employee only about $306,948 at 4% or $204,632 at 6%; with 50% employer match about $204,632 at 4% or $136,421 at 6%; with 100% employer match about $153,474 at 4% or $102,316 at 6%.
Berkshire Capital Securities LLC 401K Plan-23$8,414,840$282,392$12,278iApproximate average salary by contribution assumption: employee only about $306,948 at 4% or $204,632 at 6%; with 50% employer match about $204,632 at 4% or $136,421 at 6%; with 100% employer match about $153,474 at 4% or $102,316 at 6%.
2006130$7,936,448$496,547$16,552iApproximate average salary by contribution assumption: employee only about $413,789 at 4% or $275,859 at 6%; with 50% employer match about $275,859 at 4% or $183,906 at 6%; with 100% employer match about $206,895 at 4% or $137,930 at 6%.
Berkshire Capital Securities LLC 401K Plan-30$7,936,448$496,547$16,552iApproximate average salary by contribution assumption: employee only about $413,789 at 4% or $275,859 at 6%; with 50% employer match about $275,859 at 4% or $183,906 at 6%; with 100% employer match about $206,895 at 4% or $137,930 at 6%.
2004126$6,085,897$620,905$23,881iApproximate average salary by contribution assumption: employee only about $597,024 at 4% or $398,016 at 6%; with 50% employer match about $398,016 at 4% or $265,344 at 6%; with 100% employer match about $298,512 at 4% or $199,008 at 6%.
Berkshire Capital Securities LLC 401K Plan-26$6,085,897$620,905$23,881iApproximate average salary by contribution assumption: employee only about $597,024 at 4% or $398,016 at 6%; with 50% employer match about $398,016 at 4% or $265,344 at 6%; with 100% employer match about $298,512 at 4% or $199,008 at 6%.