Civic Intelligence

KELLY BERENS PA

Plan context: BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN

EIN 26-0771304 • Minneapolis, MN • 16 filings • 5 plans

3720 Ids Center80 South 8th StreetMinneapolis, MN 55402
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$817,494

2025 Contributions

$103,587

Historical Graphs

Total Assets Over Time

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

$1,060,805$530,403$0200820182025YearValue
$817,494Latest year 2025

Participants Over Time

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

21110200820182025YearValue
6Latest year 2025

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
202516$817,494$0-
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-6$817,494$0-
202416$702,111$0-
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-6$702,111$0-
202316$634,303$0-
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-6$634,303$0-
202219$669,189$103,587$11,510iApproximate average salary by contribution assumption: employee only about $287,742 at 4% or $191,828 at 6%; with 50% employer match about $191,828 at 4% or $127,885 at 6%; with 100% employer match about $143,871 at 4% or $95,914 at 6%.
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-9$669,189$103,587$11,510iApproximate average salary by contribution assumption: employee only about $287,742 at 4% or $191,828 at 6%; with 50% employer match about $191,828 at 4% or $127,885 at 6%; with 100% employer match about $143,871 at 4% or $95,914 at 6%.
202119$1,060,805$266,546$29,616iApproximate average salary by contribution assumption: employee only about $740,406 at 4% or $493,604 at 6%; with 50% employer match about $493,604 at 4% or $329,069 at 6%; with 100% employer match about $370,203 at 4% or $246,802 at 6%.
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-9$1,060,805$266,546$29,616iApproximate average salary by contribution assumption: employee only about $740,406 at 4% or $493,604 at 6%; with 50% employer match about $493,604 at 4% or $329,069 at 6%; with 100% employer match about $370,203 at 4% or $246,802 at 6%.
202017$637,833$0-
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-7$637,833$0-
2019110$563,977$43,033$4,303iApproximate average salary by contribution assumption: employee only about $107,583 at 4% or $71,722 at 6%; with 50% employer match about $71,722 at 4% or $47,814 at 6%; with 100% employer match about $53,791 at 4% or $35,861 at 6%.
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-10$563,977$43,033$4,303iApproximate average salary by contribution assumption: employee only about $107,583 at 4% or $71,722 at 6%; with 50% employer match about $71,722 at 4% or $47,814 at 6%; with 100% employer match about $53,791 at 4% or $35,861 at 6%.
2018110$626,230$84,063$8,406iApproximate average salary by contribution assumption: employee only about $210,157 at 4% or $140,105 at 6%; with 50% employer match about $140,105 at 4% or $93,403 at 6%; with 100% employer match about $105,079 at 4% or $70,053 at 6%.
BERENS & MILLER, P.A. RETIREMENT SAVINGS PLAN-10$626,230$84,063$8,406iApproximate average salary by contribution assumption: employee only about $210,157 at 4% or $140,105 at 6%; with 50% employer match about $140,105 at 4% or $93,403 at 6%; with 100% employer match about $105,079 at 4% or $70,053 at 6%.
201514$307,025$0-
BERENS MILLER PA 401 K PROFIT SHARING PLAN TRUST-4$307,025$0-
201414$297,174$0-
BERENS MILLER PA 401 K PROFIT SHARING PLAN TRUST-4$297,174$0-
201315$502,537$0-
BERENS MILLER PA 401 K PROFIT SHARING PLAN TRUST-5$502,537$0-
201216$430,649$46,162$7,694iApproximate average salary by contribution assumption: employee only about $192,342 at 4% or $128,228 at 6%; with 50% employer match about $128,228 at 4% or $85,485 at 6%; with 100% employer match about $96,171 at 4% or $64,114 at 6%.
BERENS MILLER PA 401 K PROFIT SHARING PLAN TRUST-6$430,649$46,162$7,694iApproximate average salary by contribution assumption: employee only about $192,342 at 4% or $128,228 at 6%; with 50% employer match about $128,228 at 4% or $85,485 at 6%; with 100% employer match about $96,171 at 4% or $64,114 at 6%.
201117$650,356$60,232$8,605iApproximate average salary by contribution assumption: employee only about $215,114 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,606 at 6%; with 100% employer match about $107,557 at 4% or $71,705 at 6%.
BERENS MILLER PA 401 K PROFIT SHARING PLAN TRUST-7$650,356$60,232$8,605iApproximate average salary by contribution assumption: employee only about $215,114 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,606 at 6%; with 100% employer match about $107,557 at 4% or $71,705 at 6%.
2010114$1,055,794$145,736$10,410iApproximate average salary by contribution assumption: employee only about $260,243 at 4% or $173,495 at 6%; with 50% employer match about $173,495 at 4% or $115,663 at 6%; with 100% employer match about $130,121 at 4% or $86,748 at 6%.
KELLY BERENS PA 401 K PROFIT SHARING PLAN TRUST-14$1,055,794$145,736$10,410iApproximate average salary by contribution assumption: employee only about $260,243 at 4% or $173,495 at 6%; with 50% employer match about $173,495 at 4% or $115,663 at 6%; with 100% employer match about $130,121 at 4% or $86,748 at 6%.
2009114$798,846$126,805$9,058iApproximate average salary by contribution assumption: employee only about $226,438 at 4% or $150,958 at 6%; with 50% employer match about $150,958 at 4% or $100,639 at 6%; with 100% employer match about $113,219 at 4% or $75,479 at 6%.
KELLY BERENS PA-14$798,846$126,805$9,058iApproximate average salary by contribution assumption: employee only about $226,438 at 4% or $150,958 at 6%; with 50% employer match about $150,958 at 4% or $100,639 at 6%; with 100% employer match about $113,219 at 4% or $75,479 at 6%.
2008121$520,031$752,583$35,837iApproximate average salary by contribution assumption: employee only about $895,932 at 4% or $597,288 at 6%; with 50% employer match about $597,288 at 4% or $398,192 at 6%; with 100% employer match about $447,966 at 4% or $298,644 at 6%.
KELLY & BERENS PA 401K PROFIT SHARING PLAN & TRUST-21$520,031$752,583$35,837iApproximate average salary by contribution assumption: employee only about $895,932 at 4% or $597,288 at 6%; with 50% employer match about $597,288 at 4% or $398,192 at 6%; with 100% employer match about $447,966 at 4% or $298,644 at 6%.