Civic Intelligence

Berman and Company Inc.

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

EIN 52-1554779 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

14

2002 Assets

$1,035,377

2002 Contributions

$207,398

Historical Graphs

Total Assets Over Time

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

$1,035,377$517,689$0199920012002YearValue
$1,035,377Latest year 2002

Participants Over Time

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

1470199920012002YearValue
14Latest year 2002

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
2002114$1,035,377$207,398$14,814iApproximate average salary by contribution assumption: employee only about $370,354 at 4% or $246,902 at 6%; with 50% employer match about $246,902 at 4% or $164,602 at 6%; with 100% employer match about $185,177 at 4% or $123,451 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-14$1,035,377$207,398$14,814iApproximate average salary by contribution assumption: employee only about $370,354 at 4% or $246,902 at 6%; with 50% employer match about $246,902 at 4% or $164,602 at 6%; with 100% employer match about $185,177 at 4% or $123,451 at 6%.
2001110$933,664$122,014$12,201iApproximate average salary by contribution assumption: employee only about $305,035 at 4% or $203,357 at 6%; with 50% employer match about $203,357 at 4% or $135,571 at 6%; with 100% employer match about $152,518 at 4% or $101,678 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-10$933,664$122,014$12,201iApproximate average salary by contribution assumption: employee only about $305,035 at 4% or $203,357 at 6%; with 50% employer match about $203,357 at 4% or $135,571 at 6%; with 100% employer match about $152,518 at 4% or $101,678 at 6%.
200019$846,664$96,568$10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,830 at 6%; with 50% employer match about $178,830 at 4% or $119,220 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-9$846,664$96,568$10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,830 at 6%; with 50% employer match about $178,830 at 4% or $119,220 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%.
199918$779,375$68,359$8,545iApproximate average salary by contribution assumption: employee only about $213,622 at 4% or $142,415 at 6%; with 50% employer match about $142,415 at 4% or $94,943 at 6%; with 100% employer match about $106,811 at 4% or $71,207 at 6%.
Berman and Company Inc. Profit Sharing Plan and Trust-8$779,375$68,359$8,545iApproximate average salary by contribution assumption: employee only about $213,622 at 4% or $142,415 at 6%; with 50% employer match about $142,415 at 4% or $94,943 at 6%; with 100% employer match about $106,811 at 4% or $71,207 at 6%.