Civic Intelligence

North, Berman & Beebe, Limited

Plan context: North, Berman & Beebe Ltd. Section 401K Plan and Trust

EIN 52-2035844 • Washington, DC • 52 filings • 10 plans

1211 Connecticut Avenue, NWSuite 406Washington, DC 20036
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$7,364,950

2024 Contributions

$602,295

Historical Graphs

Total Assets Over Time

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

$7,364,950$3,682,475$0199920142024YearValue
$7,364,950Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest 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
2024210$7,364,950$602,295$60,230iApproximate average salary by contribution assumption: employee only about $1,505,738 at 4% or $1,003,825 at 6%; with 50% employer match about $1,003,825 at 4% or $669,217 at 6%; with 100% employer match about $752,869 at 4% or $501,913 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-10$6,348,845$299,295$29,930iApproximate average salary by contribution assumption: employee only about $748,238 at 4% or $498,825 at 6%; with 50% employer match about $498,825 at 4% or $332,550 at 6%; with 100% employer match about $374,119 at 4% or $249,413 at 6%.
BERMAN & BEEBE, LTD. CASH BALANCE PLAN-4$1,016,105$303,000$75,750iApproximate average salary by contribution assumption: employee only about $1,893,750 at 4% or $1,262,500 at 6%; with 50% employer match about $1,262,500 at 4% or $841,667 at 6%; with 100% employer match about $946,875 at 4% or $631,250 at 6%.
202329$5,828,037$355,599$39,511iApproximate average salary by contribution assumption: employee only about $987,775 at 4% or $658,517 at 6%; with 50% employer match about $658,517 at 4% or $439,011 at 6%; with 100% employer match about $493,888 at 4% or $329,258 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$5,191,019$165,599$18,400iApproximate average salary by contribution assumption: employee only about $459,997 at 4% or $306,665 at 6%; with 50% employer match about $306,665 at 4% or $204,443 at 6%; with 100% employer match about $229,999 at 4% or $153,332 at 6%.
BERMAN & BEEBE, LTD. CASH BALANCE PLAN-4$637,018$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
202228$4,971,685$383,443$47,930iApproximate average salary by contribution assumption: employee only about $1,198,259 at 4% or $798,840 at 6%; with 50% employer match about $798,840 at 4% or $532,560 at 6%; with 100% employer match about $599,130 at 4% or $399,420 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$4,558,333$188,443$23,555iApproximate average salary by contribution assumption: employee only about $588,884 at 4% or $392,590 at 6%; with 50% employer match about $392,590 at 4% or $261,726 at 6%; with 100% employer match about $294,442 at 4% or $196,295 at 6%.
BERMAN & BEEBE, LTD. CASH BALANCE PLAN-4$413,352$195,000$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
202138$4,869,921$1,038,489$129,811iApproximate average salary by contribution assumption: employee only about $3,245,278 at 4% or $2,163,519 at 6%; with 50% employer match about $2,163,519 at 4% or $1,442,346 at 6%; with 100% employer match about $1,622,639 at 4% or $1,081,759 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$4,674,921$841,889$105,236iApproximate average salary by contribution assumption: employee only about $2,630,903 at 4% or $1,753,935 at 6%; with 50% employer match about $1,753,935 at 4% or $1,169,290 at 6%; with 100% employer match about $1,315,452 at 4% or $876,968 at 6%.
BERMAN & BEEBE, LTD. CASH BALANCE PLAN-4$195,000$195,000$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-0$0$1,600-
202028$5,221,630$245,565$30,696iApproximate average salary by contribution assumption: employee only about $767,391 at 4% or $511,594 at 6%; with 50% employer match about $511,594 at 4% or $341,063 at 6%; with 100% employer match about $383,695 at 4% or $255,797 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$2,999,313$105,565$13,196iApproximate average salary by contribution assumption: employee only about $329,891 at 4% or $219,927 at 6%; with 50% employer match about $219,927 at 4% or $146,618 at 6%; with 100% employer match about $164,945 at 4% or $109,964 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-7$2,222,317$140,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201929$4,916,721$233,007$25,890iApproximate average salary by contribution assumption: employee only about $647,242 at 4% or $431,494 at 6%; with 50% employer match about $431,494 at 4% or $287,663 at 6%; with 100% employer match about $323,621 at 4% or $215,747 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$2,920,473$51,985$5,776iApproximate average salary by contribution assumption: employee only about $144,403 at 4% or $96,269 at 6%; with 50% employer match about $96,269 at 4% or $64,179 at 6%; with 100% employer match about $72,201 at 4% or $48,134 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,996,248$181,022$22,628iApproximate average salary by contribution assumption: employee only about $565,694 at 4% or $377,129 at 6%; with 50% employer match about $377,129 at 4% or $251,419 at 6%; with 100% employer match about $282,847 at 4% or $188,565 at 6%.
201829$4,594,033$271,342$30,149iApproximate average salary by contribution assumption: employee only about $753,728 at 4% or $502,485 at 6%; with 50% employer match about $502,485 at 4% or $334,990 at 6%; with 100% employer match about $376,864 at 4% or $251,243 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$2,930,493$105,549$11,728iApproximate average salary by contribution assumption: employee only about $293,192 at 4% or $195,461 at 6%; with 50% employer match about $195,461 at 4% or $130,307 at 6%; with 100% employer match about $146,596 at 4% or $97,731 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,663,540$165,793$20,724iApproximate average salary by contribution assumption: employee only about $518,103 at 4% or $345,402 at 6%; with 50% employer match about $345,402 at 4% or $230,268 at 6%; with 100% employer match about $259,052 at 4% or $172,701 at 6%.
201729$4,508,530$283,234$31,470iApproximate average salary by contribution assumption: employee only about $786,761 at 4% or $524,507 at 6%; with 50% employer match about $524,507 at 4% or $349,672 at 6%; with 100% employer match about $393,381 at 4% or $262,254 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$2,968,886$96,234$10,693iApproximate average salary by contribution assumption: employee only about $267,317 at 4% or $178,211 at 6%; with 50% employer match about $178,211 at 4% or $118,807 at 6%; with 100% employer match about $133,658 at 4% or $89,106 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,539,644$187,000$23,375iApproximate average salary by contribution assumption: employee only about $584,375 at 4% or $389,583 at 6%; with 50% employer match about $389,583 at 4% or $259,722 at 6%; with 100% employer match about $292,188 at 4% or $194,792 at 6%.
201629$3,745,563$249,586$27,732iApproximate average salary by contribution assumption: employee only about $693,294 at 4% or $462,196 at 6%; with 50% employer match about $462,196 at 4% or $308,131 at 6%; with 100% employer match about $346,647 at 4% or $231,098 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$2,522,926$129,586$14,398iApproximate average salary by contribution assumption: employee only about $359,961 at 4% or $239,974 at 6%; with 50% employer match about $239,974 at 4% or $159,983 at 6%; with 100% employer match about $179,981 at 4% or $119,987 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,222,637$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201528$3,677,609$396,658$49,582iApproximate average salary by contribution assumption: employee only about $1,239,556 at 4% or $826,371 at 6%; with 50% employer match about $826,371 at 4% or $550,914 at 6%; with 100% employer match about $619,778 at 4% or $413,185 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$2,532,446$146,658$18,332iApproximate average salary by contribution assumption: employee only about $458,306 at 4% or $305,538 at 6%; with 50% employer match about $305,538 at 4% or $203,692 at 6%; with 100% employer match about $229,153 at 4% or $152,769 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,145,163$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201428$3,783,159$393,567$49,196iApproximate average salary by contribution assumption: employee only about $1,229,897 at 4% or $819,931 at 6%; with 50% employer match about $819,931 at 4% or $546,621 at 6%; with 100% employer match about $614,948 at 4% or $409,966 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$2,446,924$113,567$14,196iApproximate average salary by contribution assumption: employee only about $354,897 at 4% or $236,598 at 6%; with 50% employer match about $236,598 at 4% or $157,732 at 6%; with 100% employer match about $177,448 at 4% or $118,299 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-8$1,336,235$280,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201327$3,264,568$292,997$41,857iApproximate average salary by contribution assumption: employee only about $1,046,418 at 4% or $697,612 at 6%; with 50% employer match about $697,612 at 4% or $465,075 at 6%; with 100% employer match about $523,209 at 4% or $348,806 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-7$2,222,197$71,654$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,605 at 6%; with 50% employer match about $170,605 at 4% or $113,737 at 6%; with 100% employer match about $127,954 at 4% or $85,302 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-7$1,042,371$221,343$31,620iApproximate average salary by contribution assumption: employee only about $790,511 at 4% or $527,007 at 6%; with 50% employer match about $527,007 at 4% or $351,338 at 6%; with 100% employer match about $395,255 at 4% or $263,504 at 6%.
201228$2,798,318$357,219$44,652iApproximate average salary by contribution assumption: employee only about $1,116,309 at 4% or $744,206 at 6%; with 50% employer match about $744,206 at 4% or $496,138 at 6%; with 100% employer match about $558,155 at 4% or $372,103 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$2,001,026$133,719$16,715iApproximate average salary by contribution assumption: employee only about $417,872 at 4% or $278,581 at 6%; with 50% employer match about $278,581 at 4% or $185,721 at 6%; with 100% employer match about $208,936 at 4% or $139,291 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST-6$797,292$223,500$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
201128$2,408,084$347,702$43,463iApproximate average salary by contribution assumption: employee only about $1,086,569 at 4% or $724,379 at 6%; with 50% employer match about $724,379 at 4% or $482,919 at 6%; with 100% employer match about $543,284 at 4% or $362,190 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8$1,665,804$145,188$18,149iApproximate average salary by contribution assumption: employee only about $453,713 at 4% or $302,475 at 6%; with 50% employer match about $302,475 at 4% or $201,650 at 6%; with 100% employer match about $226,856 at 4% or $151,238 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-6$742,280$202,514$33,752iApproximate average salary by contribution assumption: employee only about $843,808 at 4% or $562,539 at 6%; with 50% employer match about $562,539 at 4% or $375,026 at 6%; with 100% employer match about $421,904 at 4% or $281,269 at 6%.
201029$2,153,618$327,789$36,421iApproximate average salary by contribution assumption: employee only about $910,525 at 4% or $607,017 at 6%; with 50% employer match about $607,017 at 4% or $404,678 at 6%; with 100% employer match about $455,263 at 4% or $303,508 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$1,613,963$34,559$3,840iApproximate average salary by contribution assumption: employee only about $95,997 at 4% or $63,998 at 6%; with 50% employer match about $63,998 at 4% or $42,665 at 6%; with 100% employer match about $47,999 at 4% or $31,999 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-6$539,655$293,230$48,872iApproximate average salary by contribution assumption: employee only about $1,221,792 at 4% or $814,528 at 6%; with 50% employer match about $814,528 at 4% or $543,019 at 6%; with 100% employer match about $610,896 at 4% or $407,264 at 6%.
200929$2,290,593$117,021$13,002iApproximate average salary by contribution assumption: employee only about $325,058 at 4% or $216,706 at 6%; with 50% employer match about $216,706 at 4% or $144,470 at 6%; with 100% employer match about $162,529 at 4% or $108,353 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-9$1,470,059$37,021$4,113iApproximate average salary by contribution assumption: employee only about $102,836 at 4% or $68,557 at 6%; with 50% employer match about $68,557 at 4% or $45,705 at 6%; with 100% employer match about $51,418 at 4% or $34,279 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-6$820,534$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200827$0$0-
North, Berman & Beebe Ltd. Section 401K Plan and Trust-6---
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-7---
200728$0$0-
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-8---
North, Berman & Beebe Ltd. Section 401K Plan and Trust-8---
200627$2,042,432$364,476$52,068iApproximate average salary by contribution assumption: employee only about $1,301,700 at 4% or $867,800 at 6%; with 50% employer match about $867,800 at 4% or $578,533 at 6%; with 100% employer match about $650,850 at 4% or $433,900 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-7$1,709,388$178,047$25,435iApproximate average salary by contribution assumption: employee only about $635,882 at 4% or $423,921 at 6%; with 50% employer match about $423,921 at 4% or $282,614 at 6%; with 100% employer match about $317,941 at 4% or $211,961 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-7$333,044$186,429$26,633iApproximate average salary by contribution assumption: employee only about $665,818 at 4% or $443,879 at 6%; with 50% employer match about $443,879 at 4% or $295,919 at 6%; with 100% employer match about $332,909 at 4% or $221,939 at 6%.
200527$1,565,330$336,692$48,099iApproximate average salary by contribution assumption: employee only about $1,202,471 at 4% or $801,648 at 6%; with 50% employer match about $801,648 at 4% or $534,432 at 6%; with 100% employer match about $601,236 at 4% or $400,824 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-6$1,420,526$191,888$31,981iApproximate average salary by contribution assumption: employee only about $799,533 at 4% or $533,022 at 6%; with 50% employer match about $533,022 at 4% or $355,348 at 6%; with 100% employer match about $399,767 at 4% or $266,511 at 6%.
NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN-7$144,804$144,804$20,686iApproximate average salary by contribution assumption: employee only about $517,157 at 4% or $344,771 at 6%; with 50% employer match about $344,771 at 4% or $229,848 at 6%; with 100% employer match about $258,579 at 4% or $172,386 at 6%.
200416$1,113,039$202,932$33,822iApproximate average salary by contribution assumption: employee only about $845,550 at 4% or $563,700 at 6%; with 50% employer match about $563,700 at 4% or $375,800 at 6%; with 100% employer match about $422,775 at 4% or $281,850 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-6$1,113,039$202,932$33,822iApproximate average salary by contribution assumption: employee only about $845,550 at 4% or $563,700 at 6%; with 50% employer match about $563,700 at 4% or $375,800 at 6%; with 100% employer match about $422,775 at 4% or $281,850 at 6%.
200326$0$0-
North, Berman & Beebe Ltd. Money Purchase Pension Plan and Trust-0---
North, Berman & Beebe Ltd. Section 401K Plan and Trust-6---
200225$437,820$107,877$21,575iApproximate average salary by contribution assumption: employee only about $539,385 at 4% or $359,590 at 6%; with 50% employer match about $359,590 at 4% or $239,727 at 6%; with 100% employer match about $269,693 at 4% or $179,795 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-5$437,820$107,877$21,575iApproximate average salary by contribution assumption: employee only about $539,385 at 4% or $359,590 at 6%; with 50% employer match about $359,590 at 4% or $239,727 at 6%; with 100% employer match about $269,693 at 4% or $179,795 at 6%.
North, Berman & Beebe Ltd. Money Purchase Pension Plan and Trust-5---
200124$0$0-
North, Berman & Beebe Ltd. Money Purchase Pension Plan and Trust-4---
North, Berman & Beebe Ltd. Section 401K Plan and Trust-4---
200024$0$0-
North, Berman & Beebe Ltd. Money Purchase Pension Plan and Trust-4---
North, Berman & Beebe Ltd. Section 401K Plan and Trust-4---
199924$504,986$94,102$23,526iApproximate average salary by contribution assumption: employee only about $588,138 at 4% or $392,092 at 6%; with 50% employer match about $392,092 at 4% or $261,394 at 6%; with 100% employer match about $294,069 at 4% or $196,046 at 6%.
North, Berman & Beebe Ltd. Section 401K Plan and Trust-4$487,183$76,299$19,075iApproximate average salary by contribution assumption: employee only about $476,869 at 4% or $317,913 at 6%; with 50% employer match about $317,913 at 4% or $211,942 at 6%; with 100% employer match about $238,434 at 4% or $158,956 at 6%.
North, Berman & Beebe Ltd. Money Purchase Pension Plan and Trust-4$17,803$17,803$4,451iApproximate average salary by contribution assumption: employee only about $111,269 at 4% or $74,179 at 6%; with 50% employer match about $74,179 at 4% or $49,453 at 6%; with 100% employer match about $55,634 at 4% or $37,090 at 6%.