Civic Intelligence

Bernick & Lifson

Plan context: BERNICK LIFSON, P.A. 401(K) PLAN

EIN 41-1583375 • Minneapolis, MN • 26 filings • 7 plans

600 Highway 169 SSuite 1700Minneapolis, MN 55426
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,530,519

2024 Contributions

$215,153

Historical Graphs

Total Assets Over Time

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

$5,985,460$2,992,730$0199920142024YearValue
$5,530,519Latest year 2024

Participants Over Time

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

60300199920122024YearValue
16Latest 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
2024116$5,530,519$215,153$13,447iApproximate average salary by contribution assumption: employee only about $336,177 at 4% or $224,118 at 6%; with 50% employer match about $224,118 at 4% or $149,412 at 6%; with 100% employer match about $168,088 at 4% or $112,059 at 6%.
BERNICK LIFSON, P.A. 401(K) PLAN-16$5,530,519$215,153$13,447iApproximate average salary by contribution assumption: employee only about $336,177 at 4% or $224,118 at 6%; with 50% employer match about $224,118 at 4% or $149,412 at 6%; with 100% employer match about $168,088 at 4% or $112,059 at 6%.
2023128$5,295,847$289,738$10,348iApproximate average salary by contribution assumption: employee only about $258,695 at 4% or $172,463 at 6%; with 50% employer match about $172,463 at 4% or $114,975 at 6%; with 100% employer match about $129,347 at 4% or $86,232 at 6%.
BERNICK LIFSON, P.A. 401(K) PLAN-28$5,295,847$289,738$10,348iApproximate average salary by contribution assumption: employee only about $258,695 at 4% or $172,463 at 6%; with 50% employer match about $172,463 at 4% or $114,975 at 6%; with 100% employer match about $129,347 at 4% or $86,232 at 6%.
2022130$4,982,229$264,499$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-30$4,982,229$264,499$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
2021135$5,985,460$370,443$10,584iApproximate average salary by contribution assumption: employee only about $264,602 at 4% or $176,401 at 6%; with 50% employer match about $176,401 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-35$5,985,460$370,443$10,584iApproximate average salary by contribution assumption: employee only about $264,602 at 4% or $176,401 at 6%; with 50% employer match about $176,401 at 4% or $117,601 at 6%; with 100% employer match about $132,301 at 4% or $88,201 at 6%.
2020134$5,035,352$209,930$6,174iApproximate average salary by contribution assumption: employee only about $154,360 at 4% or $102,907 at 6%; with 50% employer match about $102,907 at 4% or $68,605 at 6%; with 100% employer match about $77,180 at 4% or $51,453 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-34$5,035,352$209,930$6,174iApproximate average salary by contribution assumption: employee only about $154,360 at 4% or $102,907 at 6%; with 50% employer match about $102,907 at 4% or $68,605 at 6%; with 100% employer match about $77,180 at 4% or $51,453 at 6%.
2019143$4,304,410$217,748$5,064iApproximate average salary by contribution assumption: employee only about $126,598 at 4% or $84,398 at 6%; with 50% employer match about $84,398 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,199 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-43$4,304,410$217,748$5,064iApproximate average salary by contribution assumption: employee only about $126,598 at 4% or $84,398 at 6%; with 50% employer match about $84,398 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,199 at 6%.
2018138$4,171,666$405,418$10,669iApproximate average salary by contribution assumption: employee only about $266,722 at 4% or $177,815 at 6%; with 50% employer match about $177,815 at 4% or $118,543 at 6%; with 100% employer match about $133,361 at 4% or $88,907 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-38$4,171,666$405,418$10,669iApproximate average salary by contribution assumption: employee only about $266,722 at 4% or $177,815 at 6%; with 50% employer match about $177,815 at 4% or $118,543 at 6%; with 100% employer match about $133,361 at 4% or $88,907 at 6%.
2017137$4,318,960$289,779$7,832iApproximate average salary by contribution assumption: employee only about $195,797 at 4% or $130,531 at 6%; with 50% employer match about $130,531 at 4% or $87,021 at 6%; with 100% employer match about $97,898 at 4% or $65,266 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-37$4,318,960$289,779$7,832iApproximate average salary by contribution assumption: employee only about $195,797 at 4% or $130,531 at 6%; with 50% employer match about $130,531 at 4% or $87,021 at 6%; with 100% employer match about $97,898 at 4% or $65,266 at 6%.
2016160$3,908,863$256,748$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,319 at 6%; with 50% employer match about $71,319 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.
BERNICK LIFSON, P.A. 401(K) & PROFIT SHARING PLAN-60$3,908,863$256,748$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,319 at 6%; with 50% employer match about $71,319 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.
2015156$3,693,712$241,857$4,319iApproximate average salary by contribution assumption: employee only about $107,972 at 4% or $71,981 at 6%; with 50% employer match about $71,981 at 4% or $47,988 at 6%; with 100% employer match about $53,986 at 4% or $35,991 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-56$3,693,712$241,857$4,319iApproximate average salary by contribution assumption: employee only about $107,972 at 4% or $71,981 at 6%; with 50% employer match about $71,981 at 4% or $47,988 at 6%; with 100% employer match about $53,986 at 4% or $35,991 at 6%.
2014157$3,732,605$568,656$9,976iApproximate average salary by contribution assumption: employee only about $249,411 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-57$3,732,605$568,656$9,976iApproximate average salary by contribution assumption: employee only about $249,411 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%.
2013153$3,104,274$272,395$5,140iApproximate average salary by contribution assumption: employee only about $128,488 at 4% or $85,659 at 6%; with 50% employer match about $85,659 at 4% or $57,106 at 6%; with 100% employer match about $64,244 at 4% or $42,829 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-53$3,104,274$272,395$5,140iApproximate average salary by contribution assumption: employee only about $128,488 at 4% or $85,659 at 6%; with 50% employer match about $85,659 at 4% or $57,106 at 6%; with 100% employer match about $64,244 at 4% or $42,829 at 6%.
2012150$3,200,483$301,968$6,039iApproximate average salary by contribution assumption: employee only about $150,984 at 4% or $100,656 at 6%; with 50% employer match about $100,656 at 4% or $67,104 at 6%; with 100% employer match about $75,492 at 4% or $50,328 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-50$3,200,483$301,968$6,039iApproximate average salary by contribution assumption: employee only about $150,984 at 4% or $100,656 at 6%; with 50% employer match about $100,656 at 4% or $67,104 at 6%; with 100% employer match about $75,492 at 4% or $50,328 at 6%.
2011139$2,871,612$352,371$9,035iApproximate average salary by contribution assumption: employee only about $225,879 at 4% or $150,586 at 6%; with 50% employer match about $150,586 at 4% or $100,391 at 6%; with 100% employer match about $112,939 at 4% or $75,293 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-39$2,871,612$352,371$9,035iApproximate average salary by contribution assumption: employee only about $225,879 at 4% or $150,586 at 6%; with 50% employer match about $150,586 at 4% or $100,391 at 6%; with 100% employer match about $112,939 at 4% or $75,293 at 6%.
2010137$2,697,721$202,467$5,472iApproximate average salary by contribution assumption: employee only about $136,802 at 4% or $91,201 at 6%; with 50% employer match about $91,201 at 4% or $60,801 at 6%; with 100% employer match about $68,401 at 4% or $45,601 at 6%.
BERNICK AND LIFSON 401K & PROFIT SHARING PLAN-37$2,697,721$202,467$5,472iApproximate average salary by contribution assumption: employee only about $136,802 at 4% or $91,201 at 6%; with 50% employer match about $91,201 at 4% or $60,801 at 6%; with 100% employer match about $68,401 at 4% or $45,601 at 6%.
2009137$2,235,154$346,670$9,369iApproximate average salary by contribution assumption: employee only about $234,236 at 4% or $156,158 at 6%; with 50% employer match about $156,158 at 4% or $104,105 at 6%; with 100% employer match about $117,118 at 4% or $78,079 at 6%.
BERNICK, LIFSON, GREENSTEIN, GREENE & LISZT, P.A. 401(K) PROFIT SHARING PLAN-37$2,235,154$346,670$9,369iApproximate average salary by contribution assumption: employee only about $234,236 at 4% or $156,158 at 6%; with 50% employer match about $156,158 at 4% or $104,105 at 6%; with 100% employer match about $117,118 at 4% or $78,079 at 6%.
2008127$1,476,707$260,797$9,659iApproximate average salary by contribution assumption: employee only about $241,479 at 4% or $160,986 at 6%; with 50% employer match about $160,986 at 4% or $107,324 at 6%; with 100% employer match about $120,739 at 4% or $80,493 at 6%.
BERNICK AND LIFSON 401K PROFIT SHARING PLAN-27$1,476,707$260,797$9,659iApproximate average salary by contribution assumption: employee only about $241,479 at 4% or $160,986 at 6%; with 50% employer match about $160,986 at 4% or $107,324 at 6%; with 100% employer match about $120,739 at 4% or $80,493 at 6%.
2007119$0$0-
BERNICK AND LIFSON 401K PROFIT SHARING PLAN-19---
2006121$2,145,498$148,657$7,079iApproximate average salary by contribution assumption: employee only about $176,973 at 4% or $117,982 at 6%; with 50% employer match about $117,982 at 4% or $78,654 at 6%; with 100% employer match about $88,486 at 4% or $58,991 at 6%.
BERNICK AND LIFSON P A 401K PROFIT SHARING PLAN & TRUST-21$2,145,498$148,657$7,079iApproximate average salary by contribution assumption: employee only about $176,973 at 4% or $117,982 at 6%; with 50% employer match about $117,982 at 4% or $78,654 at 6%; with 100% employer match about $88,486 at 4% or $58,991 at 6%.
2005118$1,875,706$202,807$11,267iApproximate average salary by contribution assumption: employee only about $281,676 at 4% or $187,784 at 6%; with 50% employer match about $187,784 at 4% or $125,190 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
BERNICK AND LIFSON P A 401K PROFIT SHARING PLAN & TRUST-18$1,875,706$202,807$11,267iApproximate average salary by contribution assumption: employee only about $281,676 at 4% or $187,784 at 6%; with 50% employer match about $187,784 at 4% or $125,190 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
2004120$1,663,413$169,207$8,460iApproximate average salary by contribution assumption: employee only about $211,509 at 4% or $141,006 at 6%; with 50% employer match about $141,006 at 4% or $94,004 at 6%; with 100% employer match about $105,754 at 4% or $70,503 at 6%.
BERNICK AND LIFSON P A 401K PROFIT SHARING PLAN & TRUST-20$1,663,413$169,207$8,460iApproximate average salary by contribution assumption: employee only about $211,509 at 4% or $141,006 at 6%; with 50% employer match about $141,006 at 4% or $94,004 at 6%; with 100% employer match about $105,754 at 4% or $70,503 at 6%.
2003120$1,591,970$151,701$7,585iApproximate average salary by contribution assumption: employee only about $189,626 at 4% or $126,418 at 6%; with 50% employer match about $126,418 at 4% or $84,278 at 6%; with 100% employer match about $94,813 at 4% or $63,209 at 6%.
Bernick & Lifson, P.A. Employee Savings Plan-20$1,591,970$151,701$7,585iApproximate average salary by contribution assumption: employee only about $189,626 at 4% or $126,418 at 6%; with 50% employer match about $126,418 at 4% or $84,278 at 6%; with 100% employer match about $94,813 at 4% or $63,209 at 6%.
2002119$0$0-
Bernick & Lifson, P.A. Employee Savings Plan-19---
2001111$0$0-
Bernick & Lifson, P.A. Employee Savings Plan-11---
2000111$0$0-
Bernick & Lifson, P.A. Employee Savings Plan-11---
1999113$1,384,000$99,260$7,635iApproximate average salary by contribution assumption: employee only about $190,885 at 4% or $127,256 at 6%; with 50% employer match about $127,256 at 4% or $84,838 at 6%; with 100% employer match about $95,442 at 4% or $63,628 at 6%.
Bernick & Lifson, P.A. Employee Savings Plan-13$1,384,000$99,260$7,635iApproximate average salary by contribution assumption: employee only about $190,885 at 4% or $127,256 at 6%; with 50% employer match about $127,256 at 4% or $84,838 at 6%; with 100% employer match about $95,442 at 4% or $63,628 at 6%.