Civic Intelligence

Berk, Merchant & Sims PLC

Plan context: BERK, MERCHANT & SIMS, PLC 401(K) PLAN

EIN 20-3380304 • Coral Gables, FL • 36 filings • 4 plans

2 Alhambra PlazaSte 700Coral Gables, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$8,514,720

2024 Contributions

$1,156,433

Historical Graphs

Total Assets Over Time

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

$10,451,916$5,225,958$0200620152024YearValue
$8,514,720Latest year 2024

Participants Over Time

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

45230200620152024YearValue
44Latest 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
2024344$8,514,720$1,156,433$26,283iApproximate average salary by contribution assumption: employee only about $657,064 at 4% or $438,043 at 6%; with 50% employer match about $438,043 at 4% or $292,029 at 6%; with 100% employer match about $328,532 at 4% or $219,021 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-44$5,181,087$445,102$10,116iApproximate average salary by contribution assumption: employee only about $252,899 at 4% or $168,599 at 6%; with 50% employer match about $168,599 at 4% or $112,399 at 6%; with 100% employer match about $126,449 at 4% or $84,300 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-38$3,283,937$404,405$10,642iApproximate average salary by contribution assumption: employee only about $266,056 at 4% or $177,371 at 6%; with 50% employer match about $177,371 at 4% or $118,247 at 6%; with 100% employer match about $133,028 at 4% or $88,685 at 6%.
BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN-31$49,696$306,926$9,901iApproximate average salary by contribution assumption: employee only about $247,521 at 4% or $165,014 at 6%; with 50% employer match about $165,014 at 4% or $110,009 at 6%; with 100% employer match about $123,760 at 4% or $82,507 at 6%.
2023344$9,251,637$1,704,587$38,741iApproximate average salary by contribution assumption: employee only about $968,515 at 4% or $645,677 at 6%; with 50% employer match about $645,677 at 4% or $430,451 at 6%; with 100% employer match about $484,258 at 4% or $322,838 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-42$4,970,519$548,992$13,071iApproximate average salary by contribution assumption: employee only about $326,781 at 4% or $217,854 at 6%; with 50% employer match about $217,854 at 4% or $145,236 at 6%; with 100% employer match about $163,390 at 4% or $108,927 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-44$4,237,850$835,533$18,989iApproximate average salary by contribution assumption: employee only about $474,735 at 4% or $316,490 at 6%; with 50% employer match about $316,490 at 4% or $210,993 at 6%; with 100% employer match about $237,367 at 4% or $158,245 at 6%.
BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN-29$43,268$320,062$11,037iApproximate average salary by contribution assumption: employee only about $275,916 at 4% or $183,944 at 6%; with 50% employer match about $183,944 at 4% or $122,629 at 6%; with 100% employer match about $137,958 at 4% or $91,972 at 6%.
2022345$8,981,323$686,484$15,255iApproximate average salary by contribution assumption: employee only about $381,380 at 4% or $254,253 at 6%; with 50% employer match about $254,253 at 4% or $169,502 at 6%; with 100% employer match about $190,690 at 4% or $127,127 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-45$5,028,459$143,250$3,183iApproximate average salary by contribution assumption: employee only about $79,583 at 4% or $53,056 at 6%; with 50% employer match about $53,056 at 4% or $35,370 at 6%; with 100% employer match about $39,792 at 4% or $26,528 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-40$3,928,736$241,084$6,027iApproximate average salary by contribution assumption: employee only about $150,678 at 4% or $100,452 at 6%; with 50% employer match about $100,452 at 4% or $66,968 at 6%; with 100% employer match about $75,339 at 4% or $50,226 at 6%.
BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN-34$24,128$302,150$8,887iApproximate average salary by contribution assumption: employee only about $222,169 at 4% or $148,113 at 6%; with 50% employer match about $148,113 at 4% or $98,742 at 6%; with 100% employer match about $111,085 at 4% or $74,056 at 6%.
2021340$10,451,916$1,059,973$26,499iApproximate average salary by contribution assumption: employee only about $662,483 at 4% or $441,655 at 6%; with 50% employer match about $441,655 at 4% or $294,437 at 6%; with 100% employer match about $331,242 at 4% or $220,828 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-40$5,956,875$450,367$11,259iApproximate average salary by contribution assumption: employee only about $281,479 at 4% or $187,653 at 6%; with 50% employer match about $187,653 at 4% or $125,102 at 6%; with 100% employer match about $140,740 at 4% or $93,826 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-37$4,438,569$450,691$12,181iApproximate average salary by contribution assumption: employee only about $304,521 at 4% or $203,014 at 6%; with 50% employer match about $203,014 at 4% or $135,343 at 6%; with 100% employer match about $152,260 at 4% or $101,507 at 6%.
BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN-37$56,472$158,915$4,295iApproximate average salary by contribution assumption: employee only about $107,375 at 4% or $71,583 at 6%; with 50% employer match about $71,583 at 4% or $47,722 at 6%; with 100% employer match about $53,688 at 4% or $35,792 at 6%.
2020243$8,601,047$685,053$15,931iApproximate average salary by contribution assumption: employee only about $398,287 at 4% or $265,524 at 6%; with 50% employer match about $265,524 at 4% or $177,016 at 6%; with 100% employer match about $199,143 at 4% or $132,762 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-43$4,957,468$360,258$8,378iApproximate average salary by contribution assumption: employee only about $209,452 at 4% or $139,635 at 6%; with 50% employer match about $139,635 at 4% or $93,090 at 6%; with 100% employer match about $104,726 at 4% or $69,817 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-38$3,643,579$324,795$8,547iApproximate average salary by contribution assumption: employee only about $213,681 at 4% or $142,454 at 6%; with 50% employer match about $142,454 at 4% or $94,969 at 6%; with 100% employer match about $106,840 at 4% or $71,227 at 6%.
2019236$7,013,992$677,908$18,831iApproximate average salary by contribution assumption: employee only about $470,769 at 4% or $313,846 at 6%; with 50% employer match about $313,846 at 4% or $209,231 at 6%; with 100% employer match about $235,385 at 4% or $156,923 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-36$4,026,033$355,405$9,872iApproximate average salary by contribution assumption: employee only about $246,809 at 4% or $164,539 at 6%; with 50% employer match about $164,539 at 4% or $109,693 at 6%; with 100% employer match about $123,405 at 4% or $82,270 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-33$2,987,959$322,503$9,773iApproximate average salary by contribution assumption: employee only about $244,320 at 4% or $162,880 at 6%; with 50% employer match about $162,880 at 4% or $108,587 at 6%; with 100% employer match about $122,160 at 4% or $81,440 at 6%.
2018238$5,406,677$544,515$14,329iApproximate average salary by contribution assumption: employee only about $358,234 at 4% or $238,822 at 6%; with 50% employer match about $238,822 at 4% or $159,215 at 6%; with 100% employer match about $179,117 at 4% or $119,411 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-38$3,107,296$292,700$7,703iApproximate average salary by contribution assumption: employee only about $192,566 at 4% or $128,377 at 6%; with 50% employer match about $128,377 at 4% or $85,585 at 6%; with 100% employer match about $96,283 at 4% or $64,189 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-35$2,299,381$251,815$7,195iApproximate average salary by contribution assumption: employee only about $179,868 at 4% or $119,912 at 6%; with 50% employer match about $119,912 at 4% or $79,941 at 6%; with 100% employer match about $89,934 at 4% or $59,956 at 6%.
2017235$5,166,130$426,158$12,176iApproximate average salary by contribution assumption: employee only about $304,399 at 4% or $202,932 at 6%; with 50% employer match about $202,932 at 4% or $135,288 at 6%; with 100% employer match about $152,199 at 4% or $101,466 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-35$2,974,636$182,847$5,224iApproximate average salary by contribution assumption: employee only about $130,605 at 4% or $87,070 at 6%; with 50% employer match about $87,070 at 4% or $58,047 at 6%; with 100% employer match about $65,303 at 4% or $43,535 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-32$2,191,494$243,311$7,603iApproximate average salary by contribution assumption: employee only about $190,087 at 4% or $126,724 at 6%; with 50% employer match about $126,724 at 4% or $84,483 at 6%; with 100% employer match about $95,043 at 4% or $63,362 at 6%.
2016238$4,166,618$441,396$11,616iApproximate average salary by contribution assumption: employee only about $290,392 at 4% or $193,595 at 6%; with 50% employer match about $193,595 at 4% or $129,063 at 6%; with 100% employer match about $145,196 at 4% or $96,797 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-38$2,455,989$197,338$5,193iApproximate average salary by contribution assumption: employee only about $129,828 at 4% or $86,552 at 6%; with 50% employer match about $86,552 at 4% or $57,701 at 6%; with 100% employer match about $64,914 at 4% or $43,276 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-29$1,710,629$244,058$8,416iApproximate average salary by contribution assumption: employee only about $210,395 at 4% or $140,263 at 6%; with 50% employer match about $140,263 at 4% or $93,509 at 6%; with 100% employer match about $105,197 at 4% or $70,132 at 6%.
2015237$3,879,838$545,404$14,741iApproximate average salary by contribution assumption: employee only about $368,516 at 4% or $245,677 at 6%; with 50% employer match about $245,677 at 4% or $163,785 at 6%; with 100% employer match about $184,258 at 4% or $122,839 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-37$2,501,238$207,451$5,607iApproximate average salary by contribution assumption: employee only about $140,170 at 4% or $93,446 at 6%; with 50% employer match about $93,446 at 4% or $62,298 at 6%; with 100% employer match about $70,085 at 4% or $46,723 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-28$1,378,600$337,953$12,070iApproximate average salary by contribution assumption: employee only about $301,744 at 4% or $201,163 at 6%; with 50% employer match about $201,163 at 4% or $134,108 at 6%; with 100% employer match about $150,872 at 4% or $100,581 at 6%.
2014237$3,439,321$510,597$13,800iApproximate average salary by contribution assumption: employee only about $344,998 at 4% or $229,999 at 6%; with 50% employer match about $229,999 at 4% or $153,332 at 6%; with 100% employer match about $172,499 at 4% or $114,999 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-37$2,376,768$232,674$6,288iApproximate average salary by contribution assumption: employee only about $157,212 at 4% or $104,808 at 6%; with 50% employer match about $104,808 at 4% or $69,872 at 6%; with 100% employer match about $78,606 at 4% or $52,404 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-29$1,062,553$277,923$9,584iApproximate average salary by contribution assumption: employee only about $239,589 at 4% or $159,726 at 6%; with 50% employer match about $159,726 at 4% or $106,484 at 6%; with 100% employer match about $119,794 at 4% or $79,863 at 6%.
2013238$2,879,646$673,553$17,725iApproximate average salary by contribution assumption: employee only about $443,127 at 4% or $295,418 at 6%; with 50% employer match about $295,418 at 4% or $196,945 at 6%; with 100% employer match about $221,563 at 4% or $147,709 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-38$2,120,271$291,391$7,668iApproximate average salary by contribution assumption: employee only about $191,705 at 4% or $127,803 at 6%; with 50% employer match about $127,803 at 4% or $85,202 at 6%; with 100% employer match about $95,852 at 4% or $63,902 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-31$759,375$382,162$12,328iApproximate average salary by contribution assumption: employee only about $308,195 at 4% or $205,463 at 6%; with 50% employer match about $205,463 at 4% or $136,976 at 6%; with 100% employer match about $154,098 at 4% or $102,732 at 6%.
2012229$2,013,905$622,877$21,479iApproximate average salary by contribution assumption: employee only about $536,963 at 4% or $357,975 at 6%; with 50% employer match about $357,975 at 4% or $238,650 at 6%; with 100% employer match about $268,481 at 4% or $178,988 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-29$1,653,880$262,852$9,064iApproximate average salary by contribution assumption: employee only about $226,597 at 4% or $151,064 at 6%; with 50% employer match about $151,064 at 4% or $100,710 at 6%; with 100% employer match about $113,298 at 4% or $75,532 at 6%.
Berk, Merchant & Sims PLC Cash Balance Plan-29$360,025$360,025$12,415iApproximate average salary by contribution assumption: employee only about $310,366 at 4% or $206,911 at 6%; with 50% employer match about $206,911 at 4% or $137,941 at 6%; with 100% employer match about $155,183 at 4% or $103,455 at 6%.
2011128$1,282,372$175,877$6,281iApproximate average salary by contribution assumption: employee only about $157,033 at 4% or $104,689 at 6%; with 50% employer match about $104,689 at 4% or $69,792 at 6%; with 100% employer match about $78,517 at 4% or $52,344 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-28$1,282,372$175,877$6,281iApproximate average salary by contribution assumption: employee only about $157,033 at 4% or $104,689 at 6%; with 50% employer match about $104,689 at 4% or $69,792 at 6%; with 100% employer match about $78,517 at 4% or $52,344 at 6%.
2010130$1,162,891$179,019$5,967iApproximate average salary by contribution assumption: employee only about $149,183 at 4% or $99,455 at 6%; with 50% employer match about $99,455 at 4% or $66,303 at 6%; with 100% employer match about $74,591 at 4% or $49,728 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-30$1,162,891$179,019$5,967iApproximate average salary by contribution assumption: employee only about $149,183 at 4% or $99,455 at 6%; with 50% employer match about $99,455 at 4% or $66,303 at 6%; with 100% employer match about $74,591 at 4% or $49,728 at 6%.
2009128$918,341$174,597$6,236iApproximate average salary by contribution assumption: employee only about $155,890 at 4% or $103,927 at 6%; with 50% employer match about $103,927 at 4% or $69,285 at 6%; with 100% employer match about $77,945 at 4% or $51,963 at 6%.
BERK, MERCHANT & SIMS, PLC 401(K) PLAN-28$918,341$174,597$6,236iApproximate average salary by contribution assumption: employee only about $155,890 at 4% or $103,927 at 6%; with 50% employer match about $103,927 at 4% or $69,285 at 6%; with 100% employer match about $77,945 at 4% or $51,963 at 6%.
2008115$612,225$147,698$9,847iApproximate average salary by contribution assumption: employee only about $246,163 at 4% or $164,109 at 6%; with 50% employer match about $164,109 at 4% or $109,406 at 6%; with 100% employer match about $123,082 at 4% or $82,054 at 6%.
BERK, MERCHANT & SIMS, PLC 401K PLAN-15$612,225$147,698$9,847iApproximate average salary by contribution assumption: employee only about $246,163 at 4% or $164,109 at 6%; with 50% employer match about $164,109 at 4% or $109,406 at 6%; with 100% employer match about $123,082 at 4% or $82,054 at 6%.
2007116$687,354$555,202$34,700iApproximate average salary by contribution assumption: employee only about $867,503 at 4% or $578,335 at 6%; with 50% employer match about $578,335 at 4% or $385,557 at 6%; with 100% employer match about $433,752 at 4% or $289,168 at 6%.
BERK, MERCHANT & SIMS, PLC 401K PLAN-16$687,354$555,202$34,700iApproximate average salary by contribution assumption: employee only about $867,503 at 4% or $578,335 at 6%; with 50% employer match about $578,335 at 4% or $385,557 at 6%; with 100% employer match about $433,752 at 4% or $289,168 at 6%.
2006117$93,257$89,372$5,257iApproximate average salary by contribution assumption: employee only about $131,429 at 4% or $87,620 at 6%; with 50% employer match about $87,620 at 4% or $58,413 at 6%; with 100% employer match about $65,715 at 4% or $43,810 at 6%.
BERK, MERCHANT & SIMS, PLC 401K PLAN-17$93,257$89,372$5,257iApproximate average salary by contribution assumption: employee only about $131,429 at 4% or $87,620 at 6%; with 50% employer match about $87,620 at 4% or $58,413 at 6%; with 100% employer match about $65,715 at 4% or $43,810 at 6%.