Civic Intelligence

Bregman, Berbert, Schwartz & Gilday LLC

Plan context: Bregman, Berbert, Schwartz & Gilday LLC Psp

EIN 52-1580768 • Bethesda, MD • 25 filings • 6 plans

7315 Wisconsin AvenueSuite 800 WestBethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$11,435,289

2024 Contributions

$698,006

Historical Graphs

Total Assets Over Time

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

$14,470,553$7,235,277$0199920142024YearValue
$11,435,289Latest year 2024

Participants Over Time

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

45230199920122024YearValue
44Latest 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
2024144$11,435,289$698,006$15,864iApproximate average salary by contribution assumption: employee only about $396,594 at 4% or $264,396 at 6%; with 50% employer match about $264,396 at 4% or $176,264 at 6%; with 100% employer match about $198,297 at 4% or $132,198 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-44$11,435,289$698,006$15,864iApproximate average salary by contribution assumption: employee only about $396,594 at 4% or $264,396 at 6%; with 50% employer match about $264,396 at 4% or $176,264 at 6%; with 100% employer match about $198,297 at 4% or $132,198 at 6%.
2023145$11,746,376$582,527$12,945iApproximate average salary by contribution assumption: employee only about $323,626 at 4% or $215,751 at 6%; with 50% employer match about $215,751 at 4% or $143,834 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-45$11,746,376$582,527$12,945iApproximate average salary by contribution assumption: employee only about $323,626 at 4% or $215,751 at 6%; with 50% employer match about $215,751 at 4% or $143,834 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
2022143$12,959,791$573,700$13,342iApproximate average salary by contribution assumption: employee only about $333,547 at 4% or $222,364 at 6%; with 50% employer match about $222,364 at 4% or $148,243 at 6%; with 100% employer match about $166,773 at 4% or $111,182 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-43$12,959,791$573,700$13,342iApproximate average salary by contribution assumption: employee only about $333,547 at 4% or $222,364 at 6%; with 50% employer match about $222,364 at 4% or $148,243 at 6%; with 100% employer match about $166,773 at 4% or $111,182 at 6%.
2021143$14,470,553$508,446$11,824iApproximate average salary by contribution assumption: employee only about $295,608 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-43$14,470,553$508,446$11,824iApproximate average salary by contribution assumption: employee only about $295,608 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%.
2020141$13,097,185$463,589$11,307iApproximate average salary by contribution assumption: employee only about $282,676 at 4% or $188,451 at 6%; with 50% employer match about $188,451 at 4% or $125,634 at 6%; with 100% employer match about $141,338 at 4% or $94,225 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-41$13,097,185$463,589$11,307iApproximate average salary by contribution assumption: employee only about $282,676 at 4% or $188,451 at 6%; with 50% employer match about $188,451 at 4% or $125,634 at 6%; with 100% employer match about $141,338 at 4% or $94,225 at 6%.
2019138$11,481,272$268,237$7,059iApproximate average salary by contribution assumption: employee only about $176,472 at 4% or $117,648 at 6%; with 50% employer match about $117,648 at 4% or $78,432 at 6%; with 100% employer match about $88,236 at 4% or $58,824 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-38$11,481,272$268,237$7,059iApproximate average salary by contribution assumption: employee only about $176,472 at 4% or $117,648 at 6%; with 50% employer match about $117,648 at 4% or $78,432 at 6%; with 100% employer match about $88,236 at 4% or $58,824 at 6%.
2018136$9,879,920$406,183$11,283iApproximate average salary by contribution assumption: employee only about $282,072 at 4% or $188,048 at 6%; with 50% employer match about $188,048 at 4% or $125,365 at 6%; with 100% employer match about $141,036 at 4% or $94,024 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-36$9,879,920$406,183$11,283iApproximate average salary by contribution assumption: employee only about $282,072 at 4% or $188,048 at 6%; with 50% employer match about $188,048 at 4% or $125,365 at 6%; with 100% employer match about $141,036 at 4% or $94,024 at 6%.
2017134$9,819,399$351,028$10,324iApproximate average salary by contribution assumption: employee only about $258,109 at 4% or $172,073 at 6%; with 50% employer match about $172,073 at 4% or $114,715 at 6%; with 100% employer match about $129,054 at 4% or $86,036 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-34$9,819,399$351,028$10,324iApproximate average salary by contribution assumption: employee only about $258,109 at 4% or $172,073 at 6%; with 50% employer match about $172,073 at 4% or $114,715 at 6%; with 100% employer match about $129,054 at 4% or $86,036 at 6%.
2016134$8,316,158$385,059$11,325iApproximate average salary by contribution assumption: employee only about $283,132 at 4% or $188,754 at 6%; with 50% employer match about $188,754 at 4% or $125,836 at 6%; with 100% employer match about $141,566 at 4% or $94,377 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-34$8,316,158$385,059$11,325iApproximate average salary by contribution assumption: employee only about $283,132 at 4% or $188,754 at 6%; with 50% employer match about $188,754 at 4% or $125,836 at 6%; with 100% employer match about $141,566 at 4% or $94,377 at 6%.
2015134$7,421,756$397,253$11,684iApproximate average salary by contribution assumption: employee only about $292,098 at 4% or $194,732 at 6%; with 50% employer match about $194,732 at 4% or $129,821 at 6%; with 100% employer match about $146,049 at 4% or $97,366 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-34$7,421,756$397,253$11,684iApproximate average salary by contribution assumption: employee only about $292,098 at 4% or $194,732 at 6%; with 50% employer match about $194,732 at 4% or $129,821 at 6%; with 100% employer match about $146,049 at 4% or $97,366 at 6%.
2014134$7,148,318$408,446$12,013iApproximate average salary by contribution assumption: employee only about $300,328 at 4% or $200,219 at 6%; with 50% employer match about $200,219 at 4% or $133,479 at 6%; with 100% employer match about $150,164 at 4% or $100,109 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-34$7,148,318$408,446$12,013iApproximate average salary by contribution assumption: employee only about $300,328 at 4% or $200,219 at 6%; with 50% employer match about $200,219 at 4% or $133,479 at 6%; with 100% employer match about $150,164 at 4% or $100,109 at 6%.
2013134$6,389,316$389,080$11,444iApproximate average salary by contribution assumption: employee only about $286,088 at 4% or $190,725 at 6%; with 50% employer match about $190,725 at 4% or $127,150 at 6%; with 100% employer match about $143,044 at 4% or $95,363 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-34$6,389,316$389,080$11,444iApproximate average salary by contribution assumption: employee only about $286,088 at 4% or $190,725 at 6%; with 50% employer match about $190,725 at 4% or $127,150 at 6%; with 100% employer match about $143,044 at 4% or $95,363 at 6%.
2012130$5,082,061$345,077$11,503iApproximate average salary by contribution assumption: employee only about $287,564 at 4% or $191,709 at 6%; with 50% employer match about $191,709 at 4% or $127,806 at 6%; with 100% employer match about $143,782 at 4% or $95,855 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-30$5,082,061$345,077$11,503iApproximate average salary by contribution assumption: employee only about $287,564 at 4% or $191,709 at 6%; with 50% employer match about $191,709 at 4% or $127,806 at 6%; with 100% employer match about $143,782 at 4% or $95,855 at 6%.
2011129$4,171,429$339,862$11,719iApproximate average salary by contribution assumption: employee only about $292,984 at 4% or $195,323 at 6%; with 50% employer match about $195,323 at 4% or $130,215 at 6%; with 100% employer match about $146,492 at 4% or $97,661 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-29$4,171,429$339,862$11,719iApproximate average salary by contribution assumption: employee only about $292,984 at 4% or $195,323 at 6%; with 50% employer match about $195,323 at 4% or $130,215 at 6%; with 100% employer match about $146,492 at 4% or $97,661 at 6%.
2010130$4,037,648$339,222$11,307iApproximate average salary by contribution assumption: employee only about $282,685 at 4% or $188,457 at 6%; with 50% employer match about $188,457 at 4% or $125,638 at 6%; with 100% employer match about $141,343 at 4% or $94,228 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-30$4,037,648$339,222$11,307iApproximate average salary by contribution assumption: employee only about $282,685 at 4% or $188,457 at 6%; with 50% employer match about $188,457 at 4% or $125,638 at 6%; with 100% employer match about $141,343 at 4% or $94,228 at 6%.
2009129$3,326,353$332,081$11,451iApproximate average salary by contribution assumption: employee only about $286,277 at 4% or $190,851 at 6%; with 50% employer match about $190,851 at 4% or $127,234 at 6%; with 100% employer match about $143,138 at 4% or $95,426 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-29$3,326,353$332,081$11,451iApproximate average salary by contribution assumption: employee only about $286,277 at 4% or $190,851 at 6%; with 50% employer match about $190,851 at 4% or $127,234 at 6%; with 100% employer match about $143,138 at 4% or $95,426 at 6%.
2008125$2,261,540$366,363$14,655iApproximate average salary by contribution assumption: employee only about $366,363 at 4% or $244,242 at 6%; with 50% employer match about $244,242 at 4% or $162,828 at 6%; with 100% employer match about $183,182 at 4% or $122,121 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-25$2,261,540$366,363$14,655iApproximate average salary by contribution assumption: employee only about $366,363 at 4% or $244,242 at 6%; with 50% employer match about $244,242 at 4% or $162,828 at 6%; with 100% employer match about $183,182 at 4% or $122,121 at 6%.
2007123$0$0-
Bregman, Berbert, Schwartz & Gilday LLC Psp-23---
2006120$3,329,733$283,893$14,195iApproximate average salary by contribution assumption: employee only about $354,866 at 4% or $236,578 at 6%; with 50% employer match about $236,578 at 4% or $157,718 at 6%; with 100% employer match about $177,433 at 4% or $118,289 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-20$3,329,733$283,893$14,195iApproximate average salary by contribution assumption: employee only about $354,866 at 4% or $236,578 at 6%; with 50% employer match about $236,578 at 4% or $157,718 at 6%; with 100% employer match about $177,433 at 4% or $118,289 at 6%.
2005123$2,752,651$254,119$11,049iApproximate average salary by contribution assumption: employee only about $276,216 at 4% or $184,144 at 6%; with 50% employer match about $184,144 at 4% or $122,763 at 6%; with 100% employer match about $138,108 at 4% or $92,072 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-23$2,752,651$254,119$11,049iApproximate average salary by contribution assumption: employee only about $276,216 at 4% or $184,144 at 6%; with 50% employer match about $184,144 at 4% or $122,763 at 6%; with 100% employer match about $138,108 at 4% or $92,072 at 6%.
2004123$2,456,901$241,168$10,486iApproximate average salary by contribution assumption: employee only about $262,139 at 4% or $174,759 at 6%; with 50% employer match about $174,759 at 4% or $116,506 at 6%; with 100% employer match about $131,070 at 4% or $87,380 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-23$2,456,901$241,168$10,486iApproximate average salary by contribution assumption: employee only about $262,139 at 4% or $174,759 at 6%; with 50% employer match about $174,759 at 4% or $116,506 at 6%; with 100% employer match about $131,070 at 4% or $87,380 at 6%.
2002123$0$0-
Bregman, Berbert, Schwartz & Gilday LLC Psp-23---
2001123$0$0-
Bregman, Berbert, Schwartz & Gilday LLC Psp-23---
2000120$1,631,126$177,120$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-20$1,631,126$177,120$8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%.
1999120$1,682,870$138,408$6,920iApproximate average salary by contribution assumption: employee only about $173,010 at 4% or $115,340 at 6%; with 50% employer match about $115,340 at 4% or $76,893 at 6%; with 100% employer match about $86,505 at 4% or $57,670 at 6%.
Bregman, Berbert, Schwartz & Gilday LLC Psp-20$1,682,870$138,408$6,920iApproximate average salary by contribution assumption: employee only about $173,010 at 4% or $115,340 at 6%; with 50% employer match about $115,340 at 4% or $76,893 at 6%; with 100% employer match about $86,505 at 4% or $57,670 at 6%.