Civic Intelligence

Berman Financial Services Inc.

Plan context: Berman Financial Services Inc. 401K Plan

EIN 52-1508138 • Baltimore, MD • 24 filings • 4 plans

20 Stone Pine CourtBaltimore, MD 21208
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$479,493

2022 Contributions

$2,163

Historical Graphs

Total Assets Over Time

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

$600,902$300,451$0199920112021YearValue
$479,493Latest year 2021

Participants Over Time

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

320199920112021YearValue
2Latest year 2021

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
202210$0$0-
Berman Financial Services Inc. 401K Plan-0$0$0-
202112$479,493$0-
Berman Financial Services Inc. 401K Plan-2$479,493$0-
202012$455,623$0-
Berman Financial Services Inc. 401K Plan-2$455,623$0-
201912$426,269$0-
Berman Financial Services Inc. 401K Plan-2$426,269$0-
201812$407,934$0-
Berman Financial Services Inc. 401K Plan-2$407,934$0-
201712$423,177$0-
Berman Financial Services Inc. 401K Plan-2$423,177$0-
201612$398,953$0-
Berman Financial Services Inc. 401K Plan-2$398,953$0-
201512$382,688$0-
Berman Financial Services Inc. 401K Plan-2$382,688$0-
201413$388,799$0-
Berman Financial Services Inc. 401K Plan-3$388,799$0-
201313$369,517$2,163$721iApproximate average salary by contribution assumption: employee only about $18,025 at 4% or $12,017 at 6%; with 50% employer match about $12,017 at 4% or $8,011 at 6%; with 100% employer match about $9,013 at 4% or $6,008 at 6%.
Berman Financial Services Inc. 401K Plan-3$369,517$2,163$721iApproximate average salary by contribution assumption: employee only about $18,025 at 4% or $12,017 at 6%; with 50% employer match about $12,017 at 4% or $8,011 at 6%; with 100% employer match about $9,013 at 4% or $6,008 at 6%.
201213$342,269$0-
Berman Financial Services Inc. 401K Plan-3$342,269$0-
201113$325,270$0-
Berman Financial Services Inc. 401K Plan-3$325,270$0-
201013$316,268$0-
Berman Financial Services Inc. 401K Plan-3$316,268$0-
200923$600,902$6,328$2,109iApproximate average salary by contribution assumption: employee only about $52,733 at 4% or $35,156 at 6%; with 50% employer match about $35,156 at 4% or $23,437 at 6%; with 100% employer match about $26,367 at 4% or $17,578 at 6%.
Berman Financial Services Inc. 401K Plan-3$300,451$3,164$1,055iApproximate average salary by contribution assumption: employee only about $26,367 at 4% or $17,578 at 6%; with 50% employer match about $17,578 at 4% or $11,719 at 6%; with 100% employer match about $13,183 at 4% or $8,789 at 6%.
Berman Financial Services Inc. 401K Plan-3$300,451$3,164$1,055iApproximate average salary by contribution assumption: employee only about $26,367 at 4% or $17,578 at 6%; with 50% employer match about $17,578 at 4% or $11,719 at 6%; with 100% employer match about $13,183 at 4% or $8,789 at 6%.
200813$265,917$9,590$3,197iApproximate average salary by contribution assumption: employee only about $79,917 at 4% or $53,278 at 6%; with 50% employer match about $53,278 at 4% or $35,519 at 6%; with 100% employer match about $39,958 at 4% or $26,639 at 6%.
Berman Financial Services Inc. 401K Plan-3$265,917$9,590$3,197iApproximate average salary by contribution assumption: employee only about $79,917 at 4% or $53,278 at 6%; with 50% employer match about $53,278 at 4% or $35,519 at 6%; with 100% employer match about $39,958 at 4% or $26,639 at 6%.
200713$312,784$7,117$2,372iApproximate average salary by contribution assumption: employee only about $59,308 at 4% or $39,539 at 6%; with 50% employer match about $39,539 at 4% or $26,359 at 6%; with 100% employer match about $29,654 at 4% or $19,769 at 6%.
Berman Financial Services Inc. 401K Plan-3$312,784$7,117$2,372iApproximate average salary by contribution assumption: employee only about $59,308 at 4% or $39,539 at 6%; with 50% employer match about $39,539 at 4% or $26,359 at 6%; with 100% employer match about $29,654 at 4% or $19,769 at 6%.
200613$289,721$10,348$3,449iApproximate average salary by contribution assumption: employee only about $86,233 at 4% or $57,489 at 6%; with 50% employer match about $57,489 at 4% or $38,326 at 6%; with 100% employer match about $43,117 at 4% or $28,744 at 6%.
Berman Financial Services Inc. 401K Plan-3$289,721$10,348$3,449iApproximate average salary by contribution assumption: employee only about $86,233 at 4% or $57,489 at 6%; with 50% employer match about $57,489 at 4% or $38,326 at 6%; with 100% employer match about $43,117 at 4% or $28,744 at 6%.
200513$266,046$12,884$4,295iApproximate average salary by contribution assumption: employee only about $107,367 at 4% or $71,578 at 6%; with 50% employer match about $71,578 at 4% or $47,719 at 6%; with 100% employer match about $53,683 at 4% or $35,789 at 6%.
Berman Financial Services Inc. 401K Plan-3$266,046$12,884$4,295iApproximate average salary by contribution assumption: employee only about $107,367 at 4% or $71,578 at 6%; with 50% employer match about $71,578 at 4% or $47,719 at 6%; with 100% employer match about $53,683 at 4% or $35,789 at 6%.
200413$250,351$18,405$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
Berman Financial Services Inc. 401K Plan-3$250,351$18,405$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
200313$197,883$16,930$5,643iApproximate average salary by contribution assumption: employee only about $141,083 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%.
Berman Financial Services Inc. 401K Plan-3$197,883$16,930$5,643iApproximate average salary by contribution assumption: employee only about $141,083 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%.
200213$184,452$10,342$3,447iApproximate average salary by contribution assumption: employee only about $86,183 at 4% or $57,456 at 6%; with 50% employer match about $57,456 at 4% or $38,304 at 6%; with 100% employer match about $43,092 at 4% or $28,728 at 6%.
Berman Financial Services Inc. 401K Plan-3$184,452$10,342$3,447iApproximate average salary by contribution assumption: employee only about $86,183 at 4% or $57,456 at 6%; with 50% employer match about $57,456 at 4% or $38,304 at 6%; with 100% employer match about $43,092 at 4% or $28,728 at 6%.
200113$182,379$15,477$5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%.
Berman Financial Services Inc. 401K Plan-3$182,379$15,477$5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%.
199913$157,768$16,894$5,631iApproximate average salary by contribution assumption: employee only about $140,783 at 4% or $93,856 at 6%; with 50% employer match about $93,856 at 4% or $62,570 at 6%; with 100% employer match about $70,392 at 4% or $46,928 at 6%.
Berman Financial Services Inc. 401K Plan-3$157,768$16,894$5,631iApproximate average salary by contribution assumption: employee only about $140,783 at 4% or $93,856 at 6%; with 50% employer match about $93,856 at 4% or $62,570 at 6%; with 100% employer match about $70,392 at 4% or $46,928 at 6%.