Civic Intelligence

Berson-Sokol Agency Inc.

Plan context: Berson-Sokol Agency Inc. 401K Profit Sharing Plan

EIN 34-1127514 • Beachwood, OH • 25 filings • 2 plans

25550 Chagrin BlvdSte 101Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,340,067

2024 Contributions

$79,739

Historical Graphs

Total Assets Over Time

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

$2,340,067$1,170,034$0199920122024YearValue
$2,340,067Latest year 2024

Participants Over Time

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

22110199920122024YearValue
14Latest 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
2024114$2,340,067$79,739$5,696iApproximate average salary by contribution assumption: employee only about $142,391 at 4% or $94,927 at 6%; with 50% employer match about $94,927 at 4% or $63,285 at 6%; with 100% employer match about $71,196 at 4% or $47,464 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-14$2,340,067$79,739$5,696iApproximate average salary by contribution assumption: employee only about $142,391 at 4% or $94,927 at 6%; with 50% employer match about $94,927 at 4% or $63,285 at 6%; with 100% employer match about $71,196 at 4% or $47,464 at 6%.
2023113$2,132,875$68,107$5,239iApproximate average salary by contribution assumption: employee only about $130,975 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,658 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-13$2,132,875$68,107$5,239iApproximate average salary by contribution assumption: employee only about $130,975 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,658 at 6%.
2022113$1,909,646$66,914$5,147iApproximate average salary by contribution assumption: employee only about $128,681 at 4% or $85,787 at 6%; with 50% employer match about $85,787 at 4% or $57,191 at 6%; with 100% employer match about $64,340 at 4% or $42,894 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-13$1,909,646$66,914$5,147iApproximate average salary by contribution assumption: employee only about $128,681 at 4% or $85,787 at 6%; with 50% employer match about $85,787 at 4% or $57,191 at 6%; with 100% employer match about $64,340 at 4% or $42,894 at 6%.
2021113$2,214,355$74,558$5,735iApproximate average salary by contribution assumption: employee only about $143,381 at 4% or $95,587 at 6%; with 50% employer match about $95,587 at 4% or $63,725 at 6%; with 100% employer match about $71,690 at 4% or $47,794 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-13$2,214,355$74,558$5,735iApproximate average salary by contribution assumption: employee only about $143,381 at 4% or $95,587 at 6%; with 50% employer match about $95,587 at 4% or $63,725 at 6%; with 100% employer match about $71,690 at 4% or $47,794 at 6%.
2020113$1,921,395$52,813$4,063iApproximate average salary by contribution assumption: employee only about $101,563 at 4% or $67,709 at 6%; with 50% employer match about $67,709 at 4% or $45,139 at 6%; with 100% employer match about $50,782 at 4% or $33,854 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-13$1,921,395$52,813$4,063iApproximate average salary by contribution assumption: employee only about $101,563 at 4% or $67,709 at 6%; with 50% employer match about $67,709 at 4% or $45,139 at 6%; with 100% employer match about $50,782 at 4% or $33,854 at 6%.
2019113$1,865,734$41,324$3,179iApproximate average salary by contribution assumption: employee only about $79,469 at 4% or $52,979 at 6%; with 50% employer match about $52,979 at 4% or $35,320 at 6%; with 100% employer match about $39,735 at 4% or $26,490 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-13$1,865,734$41,324$3,179iApproximate average salary by contribution assumption: employee only about $79,469 at 4% or $52,979 at 6%; with 50% employer match about $52,979 at 4% or $35,320 at 6%; with 100% employer match about $39,735 at 4% or $26,490 at 6%.
2018114$1,521,286$52,395$3,743iApproximate average salary by contribution assumption: employee only about $93,563 at 4% or $62,375 at 6%; with 50% employer match about $62,375 at 4% or $41,583 at 6%; with 100% employer match about $46,781 at 4% or $31,188 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-14$1,521,286$52,395$3,743iApproximate average salary by contribution assumption: employee only about $93,563 at 4% or $62,375 at 6%; with 50% employer match about $62,375 at 4% or $41,583 at 6%; with 100% employer match about $46,781 at 4% or $31,188 at 6%.
2017114$1,621,369$62,828$4,488iApproximate average salary by contribution assumption: employee only about $112,193 at 4% or $74,795 at 6%; with 50% employer match about $74,795 at 4% or $49,863 at 6%; with 100% employer match about $56,096 at 4% or $37,398 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-14$1,621,369$62,828$4,488iApproximate average salary by contribution assumption: employee only about $112,193 at 4% or $74,795 at 6%; with 50% employer match about $74,795 at 4% or $49,863 at 6%; with 100% employer match about $56,096 at 4% or $37,398 at 6%.
2016114$1,456,499$56,912$4,065iApproximate average salary by contribution assumption: employee only about $101,629 at 4% or $67,752 at 6%; with 50% employer match about $67,752 at 4% or $45,168 at 6%; with 100% employer match about $50,814 at 4% or $33,876 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-14$1,456,499$56,912$4,065iApproximate average salary by contribution assumption: employee only about $101,629 at 4% or $67,752 at 6%; with 50% employer match about $67,752 at 4% or $45,168 at 6%; with 100% employer match about $50,814 at 4% or $33,876 at 6%.
2015117$1,516,228$67,566$3,974iApproximate average salary by contribution assumption: employee only about $99,362 at 4% or $66,241 at 6%; with 50% employer match about $66,241 at 4% or $44,161 at 6%; with 100% employer match about $49,681 at 4% or $33,121 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-17$1,516,228$67,566$3,974iApproximate average salary by contribution assumption: employee only about $99,362 at 4% or $66,241 at 6%; with 50% employer match about $66,241 at 4% or $44,161 at 6%; with 100% employer match about $49,681 at 4% or $33,121 at 6%.
2014118$1,521,214$73,973$4,110iApproximate average salary by contribution assumption: employee only about $102,740 at 4% or $68,494 at 6%; with 50% employer match about $68,494 at 4% or $45,662 at 6%; with 100% employer match about $51,370 at 4% or $34,247 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-18$1,521,214$73,973$4,110iApproximate average salary by contribution assumption: employee only about $102,740 at 4% or $68,494 at 6%; with 50% employer match about $68,494 at 4% or $45,662 at 6%; with 100% employer match about $51,370 at 4% or $34,247 at 6%.
2013116$1,378,747$84,572$5,286iApproximate average salary by contribution assumption: employee only about $132,144 at 4% or $88,096 at 6%; with 50% employer match about $88,096 at 4% or $58,731 at 6%; with 100% employer match about $66,072 at 4% or $44,048 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-16$1,378,747$84,572$5,286iApproximate average salary by contribution assumption: employee only about $132,144 at 4% or $88,096 at 6%; with 50% employer match about $88,096 at 4% or $58,731 at 6%; with 100% employer match about $66,072 at 4% or $44,048 at 6%.
2012116$1,199,005$76,697$4,794iApproximate average salary by contribution assumption: employee only about $119,839 at 4% or $79,893 at 6%; with 50% employer match about $79,893 at 4% or $53,262 at 6%; with 100% employer match about $59,920 at 4% or $39,946 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-16$1,199,005$76,697$4,794iApproximate average salary by contribution assumption: employee only about $119,839 at 4% or $79,893 at 6%; with 50% employer match about $79,893 at 4% or $53,262 at 6%; with 100% employer match about $59,920 at 4% or $39,946 at 6%.
2011116$1,151,524$69,124$4,320iApproximate average salary by contribution assumption: employee only about $108,006 at 4% or $72,004 at 6%; with 50% employer match about $72,004 at 4% or $48,003 at 6%; with 100% employer match about $54,003 at 4% or $36,002 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-16$1,151,524$69,124$4,320iApproximate average salary by contribution assumption: employee only about $108,006 at 4% or $72,004 at 6%; with 50% employer match about $72,004 at 4% or $48,003 at 6%; with 100% employer match about $54,003 at 4% or $36,002 at 6%.
2010118$1,177,344$75,696$4,205iApproximate average salary by contribution assumption: employee only about $105,133 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,044 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-18$1,177,344$75,696$4,205iApproximate average salary by contribution assumption: employee only about $105,133 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,044 at 6%.
2009119$1,008,312$96,686$5,089iApproximate average salary by contribution assumption: employee only about $127,218 at 4% or $84,812 at 6%; with 50% employer match about $84,812 at 4% or $56,542 at 6%; with 100% employer match about $63,609 at 4% or $42,406 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-19$1,008,312$96,686$5,089iApproximate average salary by contribution assumption: employee only about $127,218 at 4% or $84,812 at 6%; with 50% employer match about $84,812 at 4% or $56,542 at 6%; with 100% employer match about $63,609 at 4% or $42,406 at 6%.
2008119$727,945$92,445$4,866iApproximate average salary by contribution assumption: employee only about $121,638 at 4% or $81,092 at 6%; with 50% employer match about $81,092 at 4% or $54,061 at 6%; with 100% employer match about $60,819 at 4% or $40,546 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-19$727,945$92,445$4,866iApproximate average salary by contribution assumption: employee only about $121,638 at 4% or $81,092 at 6%; with 50% employer match about $81,092 at 4% or $54,061 at 6%; with 100% employer match about $60,819 at 4% or $40,546 at 6%.
2007118$966,030$85,149$4,731iApproximate average salary by contribution assumption: employee only about $118,263 at 4% or $78,842 at 6%; with 50% employer match about $78,842 at 4% or $52,561 at 6%; with 100% employer match about $59,131 at 4% or $39,421 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-18$966,030$85,149$4,731iApproximate average salary by contribution assumption: employee only about $118,263 at 4% or $78,842 at 6%; with 50% employer match about $78,842 at 4% or $52,561 at 6%; with 100% employer match about $59,131 at 4% or $39,421 at 6%.
2006117$906,460$87,374$5,140iApproximate average salary by contribution assumption: employee only about $128,491 at 4% or $85,661 at 6%; with 50% employer match about $85,661 at 4% or $57,107 at 6%; with 100% employer match about $64,246 at 4% or $42,830 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-17$906,460$87,374$5,140iApproximate average salary by contribution assumption: employee only about $128,491 at 4% or $85,661 at 6%; with 50% employer match about $85,661 at 4% or $57,107 at 6%; with 100% employer match about $64,246 at 4% or $42,830 at 6%.
2005119$757,553$91,234$4,802iApproximate average salary by contribution assumption: employee only about $120,045 at 4% or $80,030 at 6%; with 50% employer match about $80,030 at 4% or $53,353 at 6%; with 100% employer match about $60,022 at 4% or $40,015 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-19$757,553$91,234$4,802iApproximate average salary by contribution assumption: employee only about $120,045 at 4% or $80,030 at 6%; with 50% employer match about $80,030 at 4% or $53,353 at 6%; with 100% employer match about $60,022 at 4% or $40,015 at 6%.
2004122$684,772$98,409$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,702 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-22$684,772$98,409$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,702 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
2003120$570,603$125,861$6,293iApproximate average salary by contribution assumption: employee only about $157,326 at 4% or $104,884 at 6%; with 50% employer match about $104,884 at 4% or $69,923 at 6%; with 100% employer match about $78,663 at 4% or $52,442 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-20$570,603$125,861$6,293iApproximate average salary by contribution assumption: employee only about $157,326 at 4% or $104,884 at 6%; with 50% employer match about $104,884 at 4% or $69,923 at 6%; with 100% employer match about $78,663 at 4% or $52,442 at 6%.
2002120$356,266$103,713$5,186iApproximate average salary by contribution assumption: employee only about $129,641 at 4% or $86,428 at 6%; with 50% employer match about $86,428 at 4% or $57,618 at 6%; with 100% employer match about $64,821 at 4% or $43,214 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-20$356,266$103,713$5,186iApproximate average salary by contribution assumption: employee only about $129,641 at 4% or $86,428 at 6%; with 50% employer match about $86,428 at 4% or $57,618 at 6%; with 100% employer match about $64,821 at 4% or $43,214 at 6%.
2000119$453,135$65,021$3,422iApproximate average salary by contribution assumption: employee only about $85,554 at 4% or $57,036 at 6%; with 50% employer match about $57,036 at 4% or $38,024 at 6%; with 100% employer match about $42,777 at 4% or $28,518 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-19$453,135$65,021$3,422iApproximate average salary by contribution assumption: employee only about $85,554 at 4% or $57,036 at 6%; with 50% employer match about $57,036 at 4% or $38,024 at 6%; with 100% employer match about $42,777 at 4% or $28,518 at 6%.
1999117$471,584$97,612$5,742iApproximate average salary by contribution assumption: employee only about $143,547 at 4% or $95,698 at 6%; with 50% employer match about $95,698 at 4% or $63,799 at 6%; with 100% employer match about $71,774 at 4% or $47,849 at 6%.
Berson-Sokol Agency Inc. 401K Profit Sharing Plan-17$471,584$97,612$5,742iApproximate average salary by contribution assumption: employee only about $143,547 at 4% or $95,698 at 6%; with 50% employer match about $95,698 at 4% or $63,799 at 6%; with 100% employer match about $71,774 at 4% or $47,849 at 6%.