Civic Intelligence

Berl Financial Services LLC

Plan context: Berl Financial Services LLC 401(K) Savings Plan

EIN 30-0397081 • Stevenson, WA • 14 filings • 2 plans

1201 Woodard Creek RdStevenson, WA 98648
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$1,890,999

2020 Contributions

$63,500

Historical Graphs

Total Assets Over Time

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

$2,329,097$1,164,549$0200720142020YearValue
$1,890,999Latest year 2020

Participants Over Time

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

210200720142020YearValue
1Latest year 2020

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
202011$1,890,999$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-1$1,890,999$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
201912$1,930,987$101,019$50,510iApproximate average salary by contribution assumption: employee only about $1,262,738 at 4% or $841,825 at 6%; with 50% employer match about $841,825 at 4% or $561,217 at 6%; with 100% employer match about $631,369 at 4% or $420,913 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$1,930,987$101,019$50,510iApproximate average salary by contribution assumption: employee only about $1,262,738 at 4% or $841,825 at 6%; with 50% employer match about $841,825 at 4% or $561,217 at 6%; with 100% employer match about $631,369 at 4% or $420,913 at 6%.
201812$2,329,097$98,990$49,495iApproximate average salary by contribution assumption: employee only about $1,237,375 at 4% or $824,917 at 6%; with 50% employer match about $824,917 at 4% or $549,944 at 6%; with 100% employer match about $618,688 at 4% or $412,458 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$2,329,097$98,990$49,495iApproximate average salary by contribution assumption: employee only about $1,237,375 at 4% or $824,917 at 6%; with 50% employer match about $824,917 at 4% or $549,944 at 6%; with 100% employer match about $618,688 at 4% or $412,458 at 6%.
201712$1,329,088$94,927$47,464iApproximate average salary by contribution assumption: employee only about $1,186,588 at 4% or $791,058 at 6%; with 50% employer match about $791,058 at 4% or $527,372 at 6%; with 100% employer match about $593,294 at 4% or $395,529 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$1,329,088$94,927$47,464iApproximate average salary by contribution assumption: employee only about $1,186,588 at 4% or $791,058 at 6%; with 50% employer match about $791,058 at 4% or $527,372 at 6%; with 100% employer match about $593,294 at 4% or $395,529 at 6%.
201612$1,148,620$80,300$40,150iApproximate average salary by contribution assumption: employee only about $1,003,750 at 4% or $669,167 at 6%; with 50% employer match about $669,167 at 4% or $446,111 at 6%; with 100% employer match about $501,875 at 4% or $334,583 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$1,148,620$80,300$40,150iApproximate average salary by contribution assumption: employee only about $1,003,750 at 4% or $669,167 at 6%; with 50% employer match about $669,167 at 4% or $446,111 at 6%; with 100% employer match about $501,875 at 4% or $334,583 at 6%.
201512$1,036,638$82,115$41,058iApproximate average salary by contribution assumption: employee only about $1,026,438 at 4% or $684,292 at 6%; with 50% employer match about $684,292 at 4% or $456,194 at 6%; with 100% employer match about $513,219 at 4% or $342,146 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$1,036,638$82,115$41,058iApproximate average salary by contribution assumption: employee only about $1,026,438 at 4% or $684,292 at 6%; with 50% employer match about $684,292 at 4% or $456,194 at 6%; with 100% employer match about $513,219 at 4% or $342,146 at 6%.
201412$956,076$76,872$38,436iApproximate average salary by contribution assumption: employee only about $960,900 at 4% or $640,600 at 6%; with 50% employer match about $640,600 at 4% or $427,067 at 6%; with 100% employer match about $480,450 at 4% or $320,300 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$956,076$76,872$38,436iApproximate average salary by contribution assumption: employee only about $960,900 at 4% or $640,600 at 6%; with 50% employer match about $640,600 at 4% or $427,067 at 6%; with 100% employer match about $480,450 at 4% or $320,300 at 6%.
201312$778,802$59,500$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$778,802$59,500$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
201212$478,180$50,800$25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$478,180$50,800$25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%.
201112$464,964$49,328$24,664iApproximate average salary by contribution assumption: employee only about $616,600 at 4% or $411,067 at 6%; with 50% employer match about $411,067 at 4% or $274,044 at 6%; with 100% employer match about $308,300 at 4% or $205,533 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$464,964$49,328$24,664iApproximate average salary by contribution assumption: employee only about $616,600 at 4% or $411,067 at 6%; with 50% employer match about $411,067 at 4% or $274,044 at 6%; with 100% employer match about $308,300 at 4% or $205,533 at 6%.
201012$394,057$37,328$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$394,057$37,328$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
200912$331,661$250,627$125,314iApproximate average salary by contribution assumption: employee only about $3,132,838 at 4% or $2,088,558 at 6%; with 50% employer match about $2,088,558 at 4% or $1,392,372 at 6%; with 100% employer match about $1,566,419 at 4% or $1,044,279 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$331,661$250,627$125,314iApproximate average salary by contribution assumption: employee only about $3,132,838 at 4% or $2,088,558 at 6%; with 50% employer match about $2,088,558 at 4% or $1,392,372 at 6%; with 100% employer match about $1,566,419 at 4% or $1,044,279 at 6%.
200812$39,616$23,374$11,687iApproximate average salary by contribution assumption: employee only about $292,175 at 4% or $194,783 at 6%; with 50% employer match about $194,783 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$39,616$23,374$11,687iApproximate average salary by contribution assumption: employee only about $292,175 at 4% or $194,783 at 6%; with 50% employer match about $194,783 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
200712$22,705$23,374$11,687iApproximate average salary by contribution assumption: employee only about $292,175 at 4% or $194,783 at 6%; with 50% employer match about $194,783 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
Berl Financial Services LLC 401(K) Savings Plan-2$22,705$23,374$11,687iApproximate average salary by contribution assumption: employee only about $292,175 at 4% or $194,783 at 6%; with 50% employer match about $194,783 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.