Civic Intelligence

Mark Berman Son Ltd

Plan context: Mark Berman & 50N 40Ik Savings Plan

EIN 39-1383861 • Mequon, WI • 26 filings • 5 plans

11920 N Port Washington RoadMequon, WI 53092
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$237,124

2024 Contributions

$31,755

Historical Graphs

Total Assets Over Time

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

$680,353$340,177$0199920142023YearValue
$237,124Latest year 2023

Participants Over Time

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

1260199920122023YearValue
4Latest year 2023

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
202410$0$31,755-
Mark Berman & 50N 40Ik Savings Plan-0$0$31,755-
202314$237,124$76,311$19,078iApproximate average salary by contribution assumption: employee only about $476,944 at 4% or $317,963 at 6%; with 50% employer match about $317,963 at 4% or $211,975 at 6%; with 100% employer match about $238,472 at 4% or $158,981 at 6%.
Mark Berman & 50N 40Ik Savings Plan-4$237,124$76,311$19,078iApproximate average salary by contribution assumption: employee only about $476,944 at 4% or $317,963 at 6%; with 50% employer match about $317,963 at 4% or $211,975 at 6%; with 100% employer match about $238,472 at 4% or $158,981 at 6%.
202215$272,172$78,664$15,733iApproximate average salary by contribution assumption: employee only about $393,320 at 4% or $262,213 at 6%; with 50% employer match about $262,213 at 4% or $174,809 at 6%; with 100% employer match about $196,660 at 4% or $131,107 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$272,172$78,664$15,733iApproximate average salary by contribution assumption: employee only about $393,320 at 4% or $262,213 at 6%; with 50% employer match about $262,213 at 4% or $174,809 at 6%; with 100% employer match about $196,660 at 4% or $131,107 at 6%.
202115$466,441$68,778$13,756iApproximate average salary by contribution assumption: employee only about $343,890 at 4% or $229,260 at 6%; with 50% employer match about $229,260 at 4% or $152,840 at 6%; with 100% employer match about $171,945 at 4% or $114,630 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$466,441$68,778$13,756iApproximate average salary by contribution assumption: employee only about $343,890 at 4% or $229,260 at 6%; with 50% employer match about $229,260 at 4% or $152,840 at 6%; with 100% employer match about $171,945 at 4% or $114,630 at 6%.
202015$461,207$65,292$13,058iApproximate average salary by contribution assumption: employee only about $326,460 at 4% or $217,640 at 6%; with 50% employer match about $217,640 at 4% or $145,093 at 6%; with 100% employer match about $163,230 at 4% or $108,820 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$461,207$65,292$13,058iApproximate average salary by contribution assumption: employee only about $326,460 at 4% or $217,640 at 6%; with 50% employer match about $217,640 at 4% or $145,093 at 6%; with 100% employer match about $163,230 at 4% or $108,820 at 6%.
201915$316,739$64,751$12,950iApproximate average salary by contribution assumption: employee only about $323,755 at 4% or $215,837 at 6%; with 50% employer match about $215,837 at 4% or $143,891 at 6%; with 100% employer match about $161,878 at 4% or $107,918 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$316,739$64,751$12,950iApproximate average salary by contribution assumption: employee only about $323,755 at 4% or $215,837 at 6%; with 50% employer match about $215,837 at 4% or $143,891 at 6%; with 100% employer match about $161,878 at 4% or $107,918 at 6%.
201815$233,419$52,045$10,409iApproximate average salary by contribution assumption: employee only about $260,225 at 4% or $173,483 at 6%; with 50% employer match about $173,483 at 4% or $115,656 at 6%; with 100% employer match about $130,113 at 4% or $86,742 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$233,419$52,045$10,409iApproximate average salary by contribution assumption: employee only about $260,225 at 4% or $173,483 at 6%; with 50% employer match about $173,483 at 4% or $115,656 at 6%; with 100% employer match about $130,113 at 4% or $86,742 at 6%.
201713$674,919$47,460$15,820iApproximate average salary by contribution assumption: employee only about $395,500 at 4% or $263,667 at 6%; with 50% employer match about $263,667 at 4% or $175,778 at 6%; with 100% employer match about $197,750 at 4% or $131,833 at 6%.
Mark Berman & 50N 40Ik Savings Plan-3$674,919$47,460$15,820iApproximate average salary by contribution assumption: employee only about $395,500 at 4% or $263,667 at 6%; with 50% employer match about $263,667 at 4% or $175,778 at 6%; with 100% employer match about $197,750 at 4% or $131,833 at 6%.
201614$662,585$44,332$11,083iApproximate average salary by contribution assumption: employee only about $277,075 at 4% or $184,717 at 6%; with 50% employer match about $184,717 at 4% or $123,144 at 6%; with 100% employer match about $138,538 at 4% or $92,358 at 6%.
Mark Berman & 50N 40Ik Savings Plan-4$662,585$44,332$11,083iApproximate average salary by contribution assumption: employee only about $277,075 at 4% or $184,717 at 6%; with 50% employer match about $184,717 at 4% or $123,144 at 6%; with 100% employer match about $138,538 at 4% or $92,358 at 6%.
201515$680,353$55,588$11,118iApproximate average salary by contribution assumption: employee only about $277,940 at 4% or $185,293 at 6%; with 50% employer match about $185,293 at 4% or $123,529 at 6%; with 100% employer match about $138,970 at 4% or $92,647 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$680,353$55,588$11,118iApproximate average salary by contribution assumption: employee only about $277,940 at 4% or $185,293 at 6%; with 50% employer match about $185,293 at 4% or $123,529 at 6%; with 100% employer match about $138,970 at 4% or $92,647 at 6%.
201415$622,088$56,060$11,212iApproximate average salary by contribution assumption: employee only about $280,300 at 4% or $186,867 at 6%; with 50% employer match about $186,867 at 4% or $124,578 at 6%; with 100% employer match about $140,150 at 4% or $93,433 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$622,088$56,060$11,212iApproximate average salary by contribution assumption: employee only about $280,300 at 4% or $186,867 at 6%; with 50% employer match about $186,867 at 4% or $124,578 at 6%; with 100% employer match about $140,150 at 4% or $93,433 at 6%.
201314$544,530$30,279$7,570iApproximate average salary by contribution assumption: employee only about $189,244 at 4% or $126,163 at 6%; with 50% employer match about $126,163 at 4% or $84,108 at 6%; with 100% employer match about $94,622 at 4% or $63,081 at 6%.
Mark Berman & 50N 40Ik Savings Plan-4$544,530$30,279$7,570iApproximate average salary by contribution assumption: employee only about $189,244 at 4% or $126,163 at 6%; with 50% employer match about $126,163 at 4% or $84,108 at 6%; with 100% employer match about $94,622 at 4% or $63,081 at 6%.
201215$527,174$57,795$11,559iApproximate average salary by contribution assumption: employee only about $288,975 at 4% or $192,650 at 6%; with 50% employer match about $192,650 at 4% or $128,433 at 6%; with 100% employer match about $144,488 at 4% or $96,325 at 6%.
Mark Berman & 50N 40Ik Savings Plan-5$527,174$57,795$11,559iApproximate average salary by contribution assumption: employee only about $288,975 at 4% or $192,650 at 6%; with 50% employer match about $192,650 at 4% or $128,433 at 6%; with 100% employer match about $144,488 at 4% or $96,325 at 6%.
201110$470,812$53,609-
Mark Berman & 50N 40Ik Savings Plan-0$470,812$53,609-
201017$408,019$52,079$7,440iApproximate average salary by contribution assumption: employee only about $185,996 at 4% or $123,998 at 6%; with 50% employer match about $123,998 at 4% or $82,665 at 6%; with 100% employer match about $92,998 at 4% or $61,999 at 6%.
Mark Berman & 50N 40Ik Savings Plan-7$408,019$52,079$7,440iApproximate average salary by contribution assumption: employee only about $185,996 at 4% or $123,998 at 6%; with 50% employer match about $123,998 at 4% or $82,665 at 6%; with 100% employer match about $92,998 at 4% or $61,999 at 6%.
200919$330,574$51,228$5,692iApproximate average salary by contribution assumption: employee only about $142,300 at 4% or $94,867 at 6%; with 50% employer match about $94,867 at 4% or $63,244 at 6%; with 100% employer match about $71,150 at 4% or $47,433 at 6%.
Mark Berman & 50N 40Ik Savings Plan-9$330,574$51,228$5,692iApproximate average salary by contribution assumption: employee only about $142,300 at 4% or $94,867 at 6%; with 50% employer match about $94,867 at 4% or $63,244 at 6%; with 100% employer match about $71,150 at 4% or $47,433 at 6%.
200819$0$0-
Mark Berman & 50N 40Ik Savings Plan-9---
2007112$0$0-
Mark Berman & 50N 40Ik Savings Plan-12---
2006112$587,132$139,860$11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%.
Mark Berman & 50N 40Ik Savings Plan-12$587,132$139,860$11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%.
200518$393,721$53,360$6,670iApproximate average salary by contribution assumption: employee only about $166,750 at 4% or $111,167 at 6%; with 50% employer match about $111,167 at 4% or $74,111 at 6%; with 100% employer match about $83,375 at 4% or $55,583 at 6%.
Mark Berman & 50N 40Ik Savings Plan-8$393,721$53,360$6,670iApproximate average salary by contribution assumption: employee only about $166,750 at 4% or $111,167 at 6%; with 50% employer match about $111,167 at 4% or $74,111 at 6%; with 100% employer match about $83,375 at 4% or $55,583 at 6%.
200416$406,333$40,480$6,747iApproximate average salary by contribution assumption: employee only about $168,667 at 4% or $112,444 at 6%; with 50% employer match about $112,444 at 4% or $74,963 at 6%; with 100% employer match about $84,333 at 4% or $56,222 at 6%.
Mark Berman & 50N 40Ik Savings Plan-6$406,333$40,480$6,747iApproximate average salary by contribution assumption: employee only about $168,667 at 4% or $112,444 at 6%; with 50% employer match about $112,444 at 4% or $74,963 at 6%; with 100% employer match about $84,333 at 4% or $56,222 at 6%.
200315$0$0-
Mark Berman & 50N 40Ik Savings Plan-5---
200216$0$0-
Mark Berman & 50N 40Ik Savings Plan-6---
200116$0$0-
Mark Berman & 50N 40Ik Savings Plan-6---
200016$0$0-
Mark Berman & 50N 40Ik Savings Plan-6---
199916$348,180$42,960$7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%.
Mark Berman & 50N 40Ik Savings Plan-6$348,180$42,960$7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%.