Civic Intelligence

Berns, Ockner & Greenberger LLC

Plan context: Berns, Ockner & Greenberger LLC 401(K) Plan

EIN 26-0017865 • Beachwood, OH • 20 filings • 2 plans

3201 Enterprise ParkwaySuite 220Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,082,555

2024 Contributions

$140,182

Historical Graphs

Total Assets Over Time

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

$4,082,555$2,041,278$0200520152024YearValue
$4,082,555Latest year 2024

Participants Over Time

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

950200520152024YearValue
7Latest 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
202417$4,082,555$140,182$20,026iApproximate average salary by contribution assumption: employee only about $500,650 at 4% or $333,767 at 6%; with 50% employer match about $333,767 at 4% or $222,511 at 6%; with 100% employer match about $250,325 at 4% or $166,883 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$4,082,555$140,182$20,026iApproximate average salary by contribution assumption: employee only about $500,650 at 4% or $333,767 at 6%; with 50% employer match about $333,767 at 4% or $222,511 at 6%; with 100% employer match about $250,325 at 4% or $166,883 at 6%.
202316$3,231,155$65,455$10,909iApproximate average salary by contribution assumption: employee only about $272,729 at 4% or $181,819 at 6%; with 50% employer match about $181,819 at 4% or $121,213 at 6%; with 100% employer match about $136,365 at 4% or $90,910 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-6$3,231,155$65,455$10,909iApproximate average salary by contribution assumption: employee only about $272,729 at 4% or $181,819 at 6%; with 50% employer match about $181,819 at 4% or $121,213 at 6%; with 100% employer match about $136,365 at 4% or $90,910 at 6%.
202217$2,631,430$191,810$27,401iApproximate average salary by contribution assumption: employee only about $685,036 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,518 at 4% or $228,345 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$2,631,430$191,810$27,401iApproximate average salary by contribution assumption: employee only about $685,036 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,518 at 4% or $228,345 at 6%.
202117$3,208,443$58,196$8,314iApproximate average salary by contribution assumption: employee only about $207,843 at 4% or $138,562 at 6%; with 50% employer match about $138,562 at 4% or $92,375 at 6%; with 100% employer match about $103,921 at 4% or $69,281 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$3,208,443$58,196$8,314iApproximate average salary by contribution assumption: employee only about $207,843 at 4% or $138,562 at 6%; with 50% employer match about $138,562 at 4% or $92,375 at 6%; with 100% employer match about $103,921 at 4% or $69,281 at 6%.
202018$2,792,990$250,634$31,329iApproximate average salary by contribution assumption: employee only about $783,231 at 4% or $522,154 at 6%; with 50% employer match about $522,154 at 4% or $348,103 at 6%; with 100% employer match about $391,616 at 4% or $261,077 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-8$2,792,990$250,634$31,329iApproximate average salary by contribution assumption: employee only about $783,231 at 4% or $522,154 at 6%; with 50% employer match about $522,154 at 4% or $348,103 at 6%; with 100% employer match about $391,616 at 4% or $261,077 at 6%.
201917$2,176,785$160,211$22,887iApproximate average salary by contribution assumption: employee only about $572,182 at 4% or $381,455 at 6%; with 50% employer match about $381,455 at 4% or $254,303 at 6%; with 100% employer match about $286,091 at 4% or $190,727 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$2,176,785$160,211$22,887iApproximate average salary by contribution assumption: employee only about $572,182 at 4% or $381,455 at 6%; with 50% employer match about $381,455 at 4% or $254,303 at 6%; with 100% employer match about $286,091 at 4% or $190,727 at 6%.
201817$1,865,171$162,848$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$1,865,171$162,848$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
201719$2,380,520$206,312$22,924iApproximate average salary by contribution assumption: employee only about $573,089 at 4% or $382,059 at 6%; with 50% employer match about $382,059 at 4% or $254,706 at 6%; with 100% employer match about $286,544 at 4% or $191,030 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-9$2,380,520$206,312$22,924iApproximate average salary by contribution assumption: employee only about $573,089 at 4% or $382,059 at 6%; with 50% employer match about $382,059 at 4% or $254,706 at 6%; with 100% employer match about $286,544 at 4% or $191,030 at 6%.
201619$1,773,375$190,357$21,151iApproximate average salary by contribution assumption: employee only about $528,769 at 4% or $352,513 at 6%; with 50% employer match about $352,513 at 4% or $235,009 at 6%; with 100% employer match about $264,385 at 4% or $176,256 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-9$1,773,375$190,357$21,151iApproximate average salary by contribution assumption: employee only about $528,769 at 4% or $352,513 at 6%; with 50% employer match about $352,513 at 4% or $235,009 at 6%; with 100% employer match about $264,385 at 4% or $176,256 at 6%.
201518$1,650,832$163,591$20,449iApproximate average salary by contribution assumption: employee only about $511,222 at 4% or $340,815 at 6%; with 50% employer match about $340,815 at 4% or $227,210 at 6%; with 100% employer match about $255,611 at 4% or $170,407 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-8$1,650,832$163,591$20,449iApproximate average salary by contribution assumption: employee only about $511,222 at 4% or $340,815 at 6%; with 50% employer match about $340,815 at 4% or $227,210 at 6%; with 100% employer match about $255,611 at 4% or $170,407 at 6%.
201417$1,463,016$95,410$13,630iApproximate average salary by contribution assumption: employee only about $340,750 at 4% or $227,167 at 6%; with 50% employer match about $227,167 at 4% or $151,444 at 6%; with 100% employer match about $170,375 at 4% or $113,583 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$1,463,016$95,410$13,630iApproximate average salary by contribution assumption: employee only about $340,750 at 4% or $227,167 at 6%; with 50% employer match about $227,167 at 4% or $151,444 at 6%; with 100% employer match about $170,375 at 4% or $113,583 at 6%.
201317$1,271,822$92,931$13,276iApproximate average salary by contribution assumption: employee only about $331,896 at 4% or $221,264 at 6%; with 50% employer match about $221,264 at 4% or $147,510 at 6%; with 100% employer match about $165,948 at 4% or $110,632 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$1,271,822$92,931$13,276iApproximate average salary by contribution assumption: employee only about $331,896 at 4% or $221,264 at 6%; with 50% employer match about $221,264 at 4% or $147,510 at 6%; with 100% employer match about $165,948 at 4% or $110,632 at 6%.
201217$962,472$88,896$12,699iApproximate average salary by contribution assumption: employee only about $317,486 at 4% or $211,657 at 6%; with 50% employer match about $211,657 at 4% or $141,105 at 6%; with 100% employer match about $158,743 at 4% or $105,829 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$962,472$88,896$12,699iApproximate average salary by contribution assumption: employee only about $317,486 at 4% or $211,657 at 6%; with 50% employer match about $211,657 at 4% or $141,105 at 6%; with 100% employer match about $158,743 at 4% or $105,829 at 6%.
201117$860,018$109,139$15,591iApproximate average salary by contribution assumption: employee only about $389,782 at 4% or $259,855 at 6%; with 50% employer match about $259,855 at 4% or $173,237 at 6%; with 100% employer match about $194,891 at 4% or $129,927 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$860,018$109,139$15,591iApproximate average salary by contribution assumption: employee only about $389,782 at 4% or $259,855 at 6%; with 50% employer match about $259,855 at 4% or $173,237 at 6%; with 100% employer match about $194,891 at 4% or $129,927 at 6%.
201017$760,451$118,282$16,897iApproximate average salary by contribution assumption: employee only about $422,436 at 4% or $281,624 at 6%; with 50% employer match about $281,624 at 4% or $187,749 at 6%; with 100% employer match about $211,218 at 4% or $140,812 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$760,451$118,282$16,897iApproximate average salary by contribution assumption: employee only about $422,436 at 4% or $281,624 at 6%; with 50% employer match about $281,624 at 4% or $187,749 at 6%; with 100% employer match about $211,218 at 4% or $140,812 at 6%.
200918$768,646$177,684$22,211iApproximate average salary by contribution assumption: employee only about $555,263 at 4% or $370,175 at 6%; with 50% employer match about $370,175 at 4% or $246,783 at 6%; with 100% employer match about $277,631 at 4% or $185,088 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-8$768,646$177,684$22,211iApproximate average salary by contribution assumption: employee only about $555,263 at 4% or $370,175 at 6%; with 50% employer match about $370,175 at 4% or $246,783 at 6%; with 100% employer match about $277,631 at 4% or $185,088 at 6%.
200818$480,400$159,258$19,907iApproximate average salary by contribution assumption: employee only about $497,681 at 4% or $331,788 at 6%; with 50% employer match about $331,788 at 4% or $221,192 at 6%; with 100% employer match about $248,841 at 4% or $165,894 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-8$480,400$159,258$19,907iApproximate average salary by contribution assumption: employee only about $497,681 at 4% or $331,788 at 6%; with 50% employer match about $331,788 at 4% or $221,192 at 6%; with 100% employer match about $248,841 at 4% or $165,894 at 6%.
200718$0$0-
Berns, Ockner & Greenberger LLC 401(K) Plan-8---
200618$280,483$181,826$22,728iApproximate average salary by contribution assumption: employee only about $568,206 at 4% or $378,804 at 6%; with 50% employer match about $378,804 at 4% or $252,536 at 6%; with 100% employer match about $284,103 at 4% or $189,402 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-8$280,483$181,826$22,728iApproximate average salary by contribution assumption: employee only about $568,206 at 4% or $378,804 at 6%; with 50% employer match about $378,804 at 4% or $252,536 at 6%; with 100% employer match about $284,103 at 4% or $189,402 at 6%.
200517$82,927$80,771$11,539iApproximate average salary by contribution assumption: employee only about $288,468 at 4% or $192,312 at 6%; with 50% employer match about $192,312 at 4% or $128,208 at 6%; with 100% employer match about $144,234 at 4% or $96,156 at 6%.
Berns, Ockner & Greenberger LLC 401(K) Plan-7$82,927$80,771$11,539iApproximate average salary by contribution assumption: employee only about $288,468 at 4% or $192,312 at 6%; with 50% employer match about $192,312 at 4% or $128,208 at 6%; with 100% employer match about $144,234 at 4% or $96,156 at 6%.