Civic Intelligence

Berger & Waddell LLC

Plan context: Berger & Waddell LLC Profit Sharing Plan

EIN 20-2016982 • Annapolis, MD • 20 filings • 1 plans

20 Ridgely Avenue, Suite 306Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$189,542

2024 Contributions

$9,750

Historical Graphs

Total Assets Over Time

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

$623,373$311,687$0200520152024YearValue
$189,542Latest year 2024

Participants Over Time

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

1370200520152024YearValue
8Latest 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
202418$189,542$9,750$1,219iApproximate average salary by contribution assumption: employee only about $30,469 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,234 at 4% or $10,156 at 6%.
Berger & Waddell LLC Profit Sharing Plan-8$189,542$9,750$1,219iApproximate average salary by contribution assumption: employee only about $30,469 at 4% or $20,313 at 6%; with 50% employer match about $20,313 at 4% or $13,542 at 6%; with 100% employer match about $15,234 at 4% or $10,156 at 6%.
202317$511,329$22,158$3,165iApproximate average salary by contribution assumption: employee only about $79,136 at 4% or $52,757 at 6%; with 50% employer match about $52,757 at 4% or $35,171 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
Berger & Waddell LLC Profit Sharing Plan-7$511,329$22,158$3,165iApproximate average salary by contribution assumption: employee only about $79,136 at 4% or $52,757 at 6%; with 50% employer match about $52,757 at 4% or $35,171 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
202217$421,203$23,763$3,395iApproximate average salary by contribution assumption: employee only about $84,868 at 4% or $56,579 at 6%; with 50% employer match about $56,579 at 4% or $37,719 at 6%; with 100% employer match about $42,434 at 4% or $28,289 at 6%.
Berger & Waddell LLC Profit Sharing Plan-7$421,203$23,763$3,395iApproximate average salary by contribution assumption: employee only about $84,868 at 4% or $56,579 at 6%; with 50% employer match about $56,579 at 4% or $37,719 at 6%; with 100% employer match about $42,434 at 4% or $28,289 at 6%.
202118$549,693$21,348$2,669iApproximate average salary by contribution assumption: employee only about $66,713 at 4% or $44,475 at 6%; with 50% employer match about $44,475 at 4% or $29,650 at 6%; with 100% employer match about $33,356 at 4% or $22,238 at 6%.
Berger & Waddell LLC Profit Sharing Plan-8$549,693$21,348$2,669iApproximate average salary by contribution assumption: employee only about $66,713 at 4% or $44,475 at 6%; with 50% employer match about $44,475 at 4% or $29,650 at 6%; with 100% employer match about $33,356 at 4% or $22,238 at 6%.
202018$465,701$8,457$1,057iApproximate average salary by contribution assumption: employee only about $26,428 at 4% or $17,619 at 6%; with 50% employer match about $17,619 at 4% or $11,746 at 6%; with 100% employer match about $13,214 at 4% or $8,809 at 6%.
Berger & Waddell LLC Profit Sharing Plan-8$465,701$8,457$1,057iApproximate average salary by contribution assumption: employee only about $26,428 at 4% or $17,619 at 6%; with 50% employer match about $17,619 at 4% or $11,746 at 6%; with 100% employer match about $13,214 at 4% or $8,809 at 6%.
201919$403,750$20,615$2,291iApproximate average salary by contribution assumption: employee only about $57,264 at 4% or $38,176 at 6%; with 50% employer match about $38,176 at 4% or $25,451 at 6%; with 100% employer match about $28,632 at 4% or $19,088 at 6%.
Berger & Waddell LLC Profit Sharing Plan-9$403,750$20,615$2,291iApproximate average salary by contribution assumption: employee only about $57,264 at 4% or $38,176 at 6%; with 50% employer match about $38,176 at 4% or $25,451 at 6%; with 100% employer match about $28,632 at 4% or $19,088 at 6%.
201819$315,385$46,096$5,122iApproximate average salary by contribution assumption: employee only about $128,044 at 4% or $85,363 at 6%; with 50% employer match about $85,363 at 4% or $56,909 at 6%; with 100% employer match about $64,022 at 4% or $42,681 at 6%.
Berger & Waddell LLC Profit Sharing Plan-9$315,385$46,096$5,122iApproximate average salary by contribution assumption: employee only about $128,044 at 4% or $85,363 at 6%; with 50% employer match about $85,363 at 4% or $56,909 at 6%; with 100% employer match about $64,022 at 4% or $42,681 at 6%.
2017112$367,991$21,057$1,755iApproximate average salary by contribution assumption: employee only about $43,869 at 4% or $29,246 at 6%; with 50% employer match about $29,246 at 4% or $19,497 at 6%; with 100% employer match about $21,934 at 4% or $14,623 at 6%.
Berger & Waddell LLC Profit Sharing Plan-12$367,991$21,057$1,755iApproximate average salary by contribution assumption: employee only about $43,869 at 4% or $29,246 at 6%; with 50% employer match about $29,246 at 4% or $19,497 at 6%; with 100% employer match about $21,934 at 4% or $14,623 at 6%.
2016112$313,072$0-
Berger & Waddell LLC Profit Sharing Plan-12$313,072$0-
2015112$287,143$0-
Berger & Waddell LLC Profit Sharing Plan-12$287,143$0-
2014113$282,989$55,885$4,299iApproximate average salary by contribution assumption: employee only about $107,471 at 4% or $71,647 at 6%; with 50% employer match about $71,647 at 4% or $47,765 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
Berger & Waddell LLC Profit Sharing Plan-13$282,989$55,885$4,299iApproximate average salary by contribution assumption: employee only about $107,471 at 4% or $71,647 at 6%; with 50% employer match about $71,647 at 4% or $47,765 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
2013112$216,189$55,227$4,602iApproximate average salary by contribution assumption: employee only about $115,056 at 4% or $76,704 at 6%; with 50% employer match about $76,704 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%.
Berger & Waddell LLC Profit Sharing Plan-12$216,189$55,227$4,602iApproximate average salary by contribution assumption: employee only about $115,056 at 4% or $76,704 at 6%; with 50% employer match about $76,704 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%.
2012113$156,475$53,285$4,099iApproximate average salary by contribution assumption: employee only about $102,471 at 4% or $68,314 at 6%; with 50% employer match about $68,314 at 4% or $45,543 at 6%; with 100% employer match about $51,236 at 4% or $34,157 at 6%.
Berger & Waddell LLC Profit Sharing Plan-13$156,475$53,285$4,099iApproximate average salary by contribution assumption: employee only about $102,471 at 4% or $68,314 at 6%; with 50% employer match about $68,314 at 4% or $45,543 at 6%; with 100% employer match about $51,236 at 4% or $34,157 at 6%.
201119$127,092$74,877$8,320iApproximate average salary by contribution assumption: employee only about $207,992 at 4% or $138,661 at 6%; with 50% employer match about $138,661 at 4% or $92,441 at 6%; with 100% employer match about $103,996 at 4% or $69,331 at 6%.
Berger & Waddell LLC Profit Sharing Plan-9$127,092$74,877$8,320iApproximate average salary by contribution assumption: employee only about $207,992 at 4% or $138,661 at 6%; with 50% employer match about $138,661 at 4% or $92,441 at 6%; with 100% employer match about $103,996 at 4% or $69,331 at 6%.
201018$623,373$64,063$8,008iApproximate average salary by contribution assumption: employee only about $200,197 at 4% or $133,465 at 6%; with 50% employer match about $133,465 at 4% or $88,976 at 6%; with 100% employer match about $100,098 at 4% or $66,732 at 6%.
Berger & Waddell LLC Profit Sharing Plan-8$623,373$64,063$8,008iApproximate average salary by contribution assumption: employee only about $200,197 at 4% or $133,465 at 6%; with 50% employer match about $133,465 at 4% or $88,976 at 6%; with 100% employer match about $100,098 at 4% or $66,732 at 6%.
200917$598,841$64,378$9,197iApproximate average salary by contribution assumption: employee only about $229,921 at 4% or $153,281 at 6%; with 50% employer match about $153,281 at 4% or $102,187 at 6%; with 100% employer match about $114,961 at 4% or $76,640 at 6%.
Berger & Waddell LLC Profit Sharing Plan-7$598,841$64,378$9,197iApproximate average salary by contribution assumption: employee only about $229,921 at 4% or $153,281 at 6%; with 50% employer match about $153,281 at 4% or $102,187 at 6%; with 100% employer match about $114,961 at 4% or $76,640 at 6%.
200816$462,002$54,677$9,113iApproximate average salary by contribution assumption: employee only about $227,821 at 4% or $151,881 at 6%; with 50% employer match about $151,881 at 4% or $101,254 at 6%; with 100% employer match about $113,910 at 4% or $75,940 at 6%.
Berger & Waddell LLC Profit Sharing Plan-6$462,002$54,677$9,113iApproximate average salary by contribution assumption: employee only about $227,821 at 4% or $151,881 at 6%; with 50% employer match about $151,881 at 4% or $101,254 at 6%; with 100% employer match about $113,910 at 4% or $75,940 at 6%.
200713$538,347$50,641$16,880iApproximate average salary by contribution assumption: employee only about $422,008 at 4% or $281,339 at 6%; with 50% employer match about $281,339 at 4% or $187,559 at 6%; with 100% employer match about $211,004 at 4% or $140,669 at 6%.
Berger & Waddell LLC Profit Sharing Plan-3$538,347$50,641$16,880iApproximate average salary by contribution assumption: employee only about $422,008 at 4% or $281,339 at 6%; with 50% employer match about $281,339 at 4% or $187,559 at 6%; with 100% employer match about $211,004 at 4% or $140,669 at 6%.
200617$491,132$52,979$7,568iApproximate average salary by contribution assumption: employee only about $189,211 at 4% or $126,140 at 6%; with 50% employer match about $126,140 at 4% or $84,094 at 6%; with 100% employer match about $94,605 at 4% or $63,070 at 6%.
Berger & Waddell LLC Profit Sharing Plan-7$491,132$52,979$7,568iApproximate average salary by contribution assumption: employee only about $189,211 at 4% or $126,140 at 6%; with 50% employer match about $126,140 at 4% or $84,094 at 6%; with 100% employer match about $94,605 at 4% or $63,070 at 6%.
200517$395,466$52,245$7,464iApproximate average salary by contribution assumption: employee only about $186,589 at 4% or $124,393 at 6%; with 50% employer match about $124,393 at 4% or $82,929 at 6%; with 100% employer match about $93,295 at 4% or $62,196 at 6%.
Berger & Waddell LLC Profit Sharing Plan-7$395,466$52,245$7,464iApproximate average salary by contribution assumption: employee only about $186,589 at 4% or $124,393 at 6%; with 50% employer match about $124,393 at 4% or $82,929 at 6%; with 100% employer match about $93,295 at 4% or $62,196 at 6%.