Civic Intelligence

RICHARD BERMAN AND COMPANY, INC. DBA BERMAN AND COMPANY, INC.

Plan context: Berman and Company Inc. Profit Sharing Plan and Trust

EIN 52-1536666 • Arlington, VA • 22 filings • 1 plans

1655 Fort Myer DrSuite 600Arlington, VA 22209
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$4,944,897

2024 Contributions

$366,628

Historical Graphs

Total Assets Over Time

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

$8,227,171$4,113,586$0200320142024YearValue
$4,944,897Latest year 2024

Participants Over Time

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

41210200320142024YearValue
33Latest 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
2024133$4,944,897$366,628$11,110iApproximate average salary by contribution assumption: employee only about $277,748 at 4% or $185,166 at 6%; with 50% employer match about $185,166 at 4% or $123,444 at 6%; with 100% employer match about $138,874 at 4% or $92,583 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-33$4,944,897$366,628$11,110iApproximate average salary by contribution assumption: employee only about $277,748 at 4% or $185,166 at 6%; with 50% employer match about $185,166 at 4% or $123,444 at 6%; with 100% employer match about $138,874 at 4% or $92,583 at 6%.
2023132$4,060,788$270,024$8,438iApproximate average salary by contribution assumption: employee only about $210,956 at 4% or $140,638 at 6%; with 50% employer match about $140,638 at 4% or $93,758 at 6%; with 100% employer match about $105,478 at 4% or $70,319 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-32$4,060,788$270,024$8,438iApproximate average salary by contribution assumption: employee only about $210,956 at 4% or $140,638 at 6%; with 50% employer match about $140,638 at 4% or $93,758 at 6%; with 100% employer match about $105,478 at 4% or $70,319 at 6%.
2022130$6,321,195$126,205$4,207iApproximate average salary by contribution assumption: employee only about $105,171 at 4% or $70,114 at 6%; with 50% employer match about $70,114 at 4% or $46,743 at 6%; with 100% employer match about $52,585 at 4% or $35,057 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-30$6,321,195$126,205$4,207iApproximate average salary by contribution assumption: employee only about $105,171 at 4% or $70,114 at 6%; with 50% employer match about $70,114 at 4% or $46,743 at 6%; with 100% employer match about $52,585 at 4% or $35,057 at 6%.
2021131$8,227,171$298,306$9,623iApproximate average salary by contribution assumption: employee only about $240,569 at 4% or $160,380 at 6%; with 50% employer match about $160,380 at 4% or $106,920 at 6%; with 100% employer match about $120,285 at 4% or $80,190 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-31$8,227,171$298,306$9,623iApproximate average salary by contribution assumption: employee only about $240,569 at 4% or $160,380 at 6%; with 50% employer match about $160,380 at 4% or $106,920 at 6%; with 100% employer match about $120,285 at 4% or $80,190 at 6%.
2020133$7,612,170$259,824$7,873iApproximate average salary by contribution assumption: employee only about $196,836 at 4% or $131,224 at 6%; with 50% employer match about $131,224 at 4% or $87,483 at 6%; with 100% employer match about $98,418 at 4% or $65,612 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-33$7,612,170$259,824$7,873iApproximate average salary by contribution assumption: employee only about $196,836 at 4% or $131,224 at 6%; with 50% employer match about $131,224 at 4% or $87,483 at 6%; with 100% employer match about $98,418 at 4% or $65,612 at 6%.
2019136$6,918,748$358,993$9,972iApproximate average salary by contribution assumption: employee only about $249,301 at 4% or $166,200 at 6%; with 50% employer match about $166,200 at 4% or $110,800 at 6%; with 100% employer match about $124,650 at 4% or $83,100 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-36$6,918,748$358,993$9,972iApproximate average salary by contribution assumption: employee only about $249,301 at 4% or $166,200 at 6%; with 50% employer match about $166,200 at 4% or $110,800 at 6%; with 100% employer match about $124,650 at 4% or $83,100 at 6%.
2018141$6,083,191$328,703$8,017iApproximate average salary by contribution assumption: employee only about $200,429 at 4% or $133,619 at 6%; with 50% employer match about $133,619 at 4% or $89,079 at 6%; with 100% employer match about $100,214 at 4% or $66,810 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-41$6,083,191$328,703$8,017iApproximate average salary by contribution assumption: employee only about $200,429 at 4% or $133,619 at 6%; with 50% employer match about $133,619 at 4% or $89,079 at 6%; with 100% employer match about $100,214 at 4% or $66,810 at 6%.
2017141$6,403,844$376,176$9,175iApproximate average salary by contribution assumption: employee only about $229,376 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,945 at 6%; with 100% employer match about $114,688 at 4% or $76,459 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-41$6,403,844$376,176$9,175iApproximate average salary by contribution assumption: employee only about $229,376 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,945 at 6%; with 100% employer match about $114,688 at 4% or $76,459 at 6%.
2016140$5,298,908$382,607$9,565iApproximate average salary by contribution assumption: employee only about $239,129 at 4% or $159,420 at 6%; with 50% employer match about $159,420 at 4% or $106,280 at 6%; with 100% employer match about $119,565 at 4% or $79,710 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-40$5,298,908$382,607$9,565iApproximate average salary by contribution assumption: employee only about $239,129 at 4% or $159,420 at 6%; with 50% employer match about $159,420 at 4% or $106,280 at 6%; with 100% employer match about $119,565 at 4% or $79,710 at 6%.
2015136$4,743,688$426,881$11,858iApproximate average salary by contribution assumption: employee only about $296,445 at 4% or $197,630 at 6%; with 50% employer match about $197,630 at 4% or $131,753 at 6%; with 100% employer match about $148,223 at 4% or $98,815 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-36$4,743,688$426,881$11,858iApproximate average salary by contribution assumption: employee only about $296,445 at 4% or $197,630 at 6%; with 50% employer match about $197,630 at 4% or $131,753 at 6%; with 100% employer match about $148,223 at 4% or $98,815 at 6%.
2014136$5,092,287$430,959$11,971iApproximate average salary by contribution assumption: employee only about $299,277 at 4% or $199,518 at 6%; with 50% employer match about $199,518 at 4% or $133,012 at 6%; with 100% employer match about $149,639 at 4% or $99,759 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-36$5,092,287$430,959$11,971iApproximate average salary by contribution assumption: employee only about $299,277 at 4% or $199,518 at 6%; with 50% employer match about $199,518 at 4% or $133,012 at 6%; with 100% employer match about $149,639 at 4% or $99,759 at 6%.
2013136$4,691,380$380,697$10,575iApproximate average salary by contribution assumption: employee only about $264,373 at 4% or $176,249 at 6%; with 50% employer match about $176,249 at 4% or $117,499 at 6%; with 100% employer match about $132,186 at 4% or $88,124 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-36$4,691,380$380,697$10,575iApproximate average salary by contribution assumption: employee only about $264,373 at 4% or $176,249 at 6%; with 50% employer match about $176,249 at 4% or $117,499 at 6%; with 100% employer match about $132,186 at 4% or $88,124 at 6%.
2012132$3,839,774$382,507$11,953iApproximate average salary by contribution assumption: employee only about $298,834 at 4% or $199,222 at 6%; with 50% employer match about $199,222 at 4% or $132,815 at 6%; with 100% employer match about $149,417 at 4% or $99,611 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-32$3,839,774$382,507$11,953iApproximate average salary by contribution assumption: employee only about $298,834 at 4% or $199,222 at 6%; with 50% employer match about $199,222 at 4% or $132,815 at 6%; with 100% employer match about $149,417 at 4% or $99,611 at 6%.
2011129$3,206,168$370,841$12,788iApproximate average salary by contribution assumption: employee only about $319,691 at 4% or $213,127 at 6%; with 50% employer match about $213,127 at 4% or $142,085 at 6%; with 100% employer match about $159,845 at 4% or $106,564 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-29$3,206,168$370,841$12,788iApproximate average salary by contribution assumption: employee only about $319,691 at 4% or $213,127 at 6%; with 50% employer match about $213,127 at 4% or $142,085 at 6%; with 100% employer match about $159,845 at 4% or $106,564 at 6%.
2010130$2,979,592$351,596$11,720iApproximate average salary by contribution assumption: employee only about $292,997 at 4% or $195,331 at 6%; with 50% employer match about $195,331 at 4% or $130,221 at 6%; with 100% employer match about $146,498 at 4% or $97,666 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-30$2,979,592$351,596$11,720iApproximate average salary by contribution assumption: employee only about $292,997 at 4% or $195,331 at 6%; with 50% employer match about $195,331 at 4% or $130,221 at 6%; with 100% employer match about $146,498 at 4% or $97,666 at 6%.
2009129$2,399,807$285,610$9,849iApproximate average salary by contribution assumption: employee only about $246,216 at 4% or $164,144 at 6%; with 50% employer match about $164,144 at 4% or $109,429 at 6%; with 100% employer match about $123,108 at 4% or $82,072 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-29$2,399,807$285,610$9,849iApproximate average salary by contribution assumption: employee only about $246,216 at 4% or $164,144 at 6%; with 50% employer match about $164,144 at 4% or $109,429 at 6%; with 100% employer match about $123,108 at 4% or $82,072 at 6%.
2008122$1,864,533$216,745$9,852iApproximate average salary by contribution assumption: employee only about $246,301 at 4% or $164,201 at 6%; with 50% employer match about $164,201 at 4% or $109,467 at 6%; with 100% employer match about $123,151 at 4% or $82,100 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-22$1,864,533$216,745$9,852iApproximate average salary by contribution assumption: employee only about $246,301 at 4% or $164,201 at 6%; with 50% employer match about $164,201 at 4% or $109,467 at 6%; with 100% employer match about $123,151 at 4% or $82,100 at 6%.
2007119$0$0-
Berman and Company Inc. Profit Sharing Plan and Trust-19---
2006120$2,283,543$206,837$10,342iApproximate average salary by contribution assumption: employee only about $258,546 at 4% or $172,364 at 6%; with 50% employer match about $172,364 at 4% or $114,909 at 6%; with 100% employer match about $129,273 at 4% or $86,182 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-20$2,283,543$206,837$10,342iApproximate average salary by contribution assumption: employee only about $258,546 at 4% or $172,364 at 6%; with 50% employer match about $172,364 at 4% or $114,909 at 6%; with 100% employer match about $129,273 at 4% or $86,182 at 6%.
2005118$1,950,147$203,382$11,299iApproximate average salary by contribution assumption: employee only about $282,475 at 4% or $188,317 at 6%; with 50% employer match about $188,317 at 4% or $125,544 at 6%; with 100% employer match about $141,238 at 4% or $94,158 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-18$1,950,147$203,382$11,299iApproximate average salary by contribution assumption: employee only about $282,475 at 4% or $188,317 at 6%; with 50% employer match about $188,317 at 4% or $125,544 at 6%; with 100% employer match about $141,238 at 4% or $94,158 at 6%.
2004119$1,658,224$242,374$12,757iApproximate average salary by contribution assumption: employee only about $318,913 at 4% or $212,609 at 6%; with 50% employer match about $212,609 at 4% or $141,739 at 6%; with 100% employer match about $159,457 at 4% or $106,304 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-19$1,658,224$242,374$12,757iApproximate average salary by contribution assumption: employee only about $318,913 at 4% or $212,609 at 6%; with 50% employer match about $212,609 at 4% or $141,739 at 6%; with 100% employer match about $159,457 at 4% or $106,304 at 6%.
2003119$1,288,996$196,822$10,359iApproximate average salary by contribution assumption: employee only about $258,976 at 4% or $172,651 at 6%; with 50% employer match about $172,651 at 4% or $115,101 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-19$1,288,996$196,822$10,359iApproximate average salary by contribution assumption: employee only about $258,976 at 4% or $172,651 at 6%; with 50% employer match about $172,651 at 4% or $115,101 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%.