Civic Intelligence

Lowe Hauptman Gopstein Gilman & Berner LLP

Plan context: Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan

EIN 54-1878251 • Alexandria, VA • 58 filings • 16 plans

2318 Mill RdAlexandria, VA 22314
Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$23,035,048

2024 Contributions

$1,993,329

Historical Graphs

Total Assets Over Time

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

$23,035,048$11,517,524$0199920142024YearValue
$23,035,048Latest year 2024

Participants Over Time

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

94470199920122024YearValue
80Latest 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
2024280$23,035,048$1,993,329$24,917iApproximate average salary by contribution assumption: employee only about $622,915 at 4% or $415,277 at 6%; with 50% employer match about $415,277 at 4% or $276,851 at 6%; with 100% employer match about $311,458 at 4% or $207,638 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-80$18,137,422$1,449,064$18,113iApproximate average salary by contribution assumption: employee only about $452,833 at 4% or $301,888 at 6%; with 50% employer match about $301,888 at 4% or $201,259 at 6%; with 100% employer match about $226,416 at 4% or $150,944 at 6%.
HAUPTMAN HAM, LLP CASH BALANCE PLAN-35$4,897,626$544,265$15,550iApproximate average salary by contribution assumption: employee only about $388,761 at 4% or $259,174 at 6%; with 50% employer match about $259,174 at 4% or $172,783 at 6%; with 100% employer match about $194,380 at 4% or $129,587 at 6%.
2023282$18,605,825$1,318,220$16,076iApproximate average salary by contribution assumption: employee only about $401,896 at 4% or $267,931 at 6%; with 50% employer match about $267,931 at 4% or $178,621 at 6%; with 100% employer match about $200,948 at 4% or $133,965 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-82$14,637,769$774,905$9,450iApproximate average salary by contribution assumption: employee only about $236,252 at 4% or $157,501 at 6%; with 50% employer match about $157,501 at 4% or $105,001 at 6%; with 100% employer match about $118,126 at 4% or $78,751 at 6%.
HAUPTMAN HAM CASH BALANCE PLAN-33$3,968,056$543,315$16,464iApproximate average salary by contribution assumption: employee only about $411,602 at 4% or $274,402 at 6%; with 50% employer match about $274,402 at 4% or $182,934 at 6%; with 100% employer match about $205,801 at 4% or $137,201 at 6%.
2022385$14,524,166$1,658,908$19,517iApproximate average salary by contribution assumption: employee only about $487,914 at 4% or $325,276 at 6%; with 50% employer match about $325,276 at 4% or $216,851 at 6%; with 100% employer match about $243,957 at 4% or $162,638 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-85$11,481,403$1,118,610$13,160iApproximate average salary by contribution assumption: employee only about $329,003 at 4% or $219,335 at 6%; with 50% employer match about $219,335 at 4% or $146,224 at 6%; with 100% employer match about $164,501 at 4% or $109,668 at 6%.
HAUPTMAN HAM CASH BALANCE PLAN-30$3,042,763$536,040$17,868iApproximate average salary by contribution assumption: employee only about $446,700 at 4% or $297,800 at 6%; with 50% employer match about $297,800 at 4% or $198,533 at 6%; with 100% employer match about $223,350 at 4% or $148,900 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-0$0$4,258-
2021394$15,477,635$1,244,567$13,240iApproximate average salary by contribution assumption: employee only about $331,002 at 4% or $220,668 at 6%; with 50% employer match about $220,668 at 4% or $147,112 at 6%; with 100% employer match about $165,501 at 4% or $110,334 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-94$12,595,798$838,317$8,918iApproximate average salary by contribution assumption: employee only about $222,957 at 4% or $148,638 at 6%; with 50% employer match about $148,638 at 4% or $99,092 at 6%; with 100% employer match about $111,478 at 4% or $74,319 at 6%.
HAUPTMAN HAM, LLP CASH BALANCE PLAN AND TRUST-33$2,863,724$406,250$12,311iApproximate average salary by contribution assumption: employee only about $307,765 at 4% or $205,177 at 6%; with 50% employer match about $205,177 at 4% or $136,785 at 6%; with 100% employer match about $153,883 at 4% or $102,588 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-2$18,113--
2020387$14,138,771$1,042,922$11,988iApproximate average salary by contribution assumption: employee only about $299,690 at 4% or $199,793 at 6%; with 50% employer match about $199,793 at 4% or $133,196 at 6%; with 100% employer match about $149,845 at 4% or $99,897 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-87$9,994,046$546,613$6,283iApproximate average salary by contribution assumption: employee only about $157,073 at 4% or $104,715 at 6%; with 50% employer match about $104,715 at 4% or $69,810 at 6%; with 100% employer match about $78,536 at 4% or $52,358 at 6%.
HAUPTMAN HAM, LLP CASH BALANCE PLAN AND TRUST-27$2,349,359$496,309$18,382iApproximate average salary by contribution assumption: employee only about $459,545 at 4% or $306,364 at 6%; with 50% employer match about $306,364 at 4% or $204,242 at 6%; with 100% employer match about $229,773 at 4% or $153,182 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$1,795,366--
2019390$12,001,820$1,075,495$11,950iApproximate average salary by contribution assumption: employee only about $298,749 at 4% or $199,166 at 6%; with 50% employer match about $199,166 at 4% or $132,777 at 6%; with 100% employer match about $149,374 at 4% or $99,583 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-90$8,568,666$569,020$6,322iApproximate average salary by contribution assumption: employee only about $158,061 at 4% or $105,374 at 6%; with 50% employer match about $105,374 at 4% or $70,249 at 6%; with 100% employer match about $79,031 at 4% or $52,687 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$1,788,766--
HAUPTMAN HAM, LLP CASH BALANCE PLAN AND TRUST-22$1,644,388$506,475$23,022iApproximate average salary by contribution assumption: employee only about $575,540 at 4% or $383,693 at 6%; with 50% employer match about $383,693 at 4% or $255,795 at 6%; with 100% employer match about $287,770 at 4% or $191,847 at 6%.
2018389$9,380,713$1,239,525$13,927iApproximate average salary by contribution assumption: employee only about $348,181 at 4% or $232,121 at 6%; with 50% employer match about $232,121 at 4% or $154,747 at 6%; with 100% employer match about $174,091 at 4% or $116,060 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-89$6,528,834$727,188$8,171iApproximate average salary by contribution assumption: employee only about $204,266 at 4% or $136,178 at 6%; with 50% employer match about $136,178 at 4% or $90,785 at 6%; with 100% employer match about $102,133 at 4% or $68,089 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$1,760,742--
HAUPTMAN HAM, LLP CASH BALANCE PLAN AND TRUST-22$1,091,137$512,337$23,288iApproximate average salary by contribution assumption: employee only about $582,201 at 4% or $388,134 at 6%; with 50% employer match about $388,134 at 4% or $258,756 at 6%; with 100% employer match about $291,101 at 4% or $194,067 at 6%.
2017386$8,971,312$1,227,981$14,279iApproximate average salary by contribution assumption: employee only about $356,971 at 4% or $237,981 at 6%; with 50% employer match about $237,981 at 4% or $158,654 at 6%; with 100% employer match about $178,486 at 4% or $118,990 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-86$6,594,009$626,547$7,285iApproximate average salary by contribution assumption: employee only about $182,136 at 4% or $121,424 at 6%; with 50% employer match about $121,424 at 4% or $80,949 at 6%; with 100% employer match about $91,068 at 4% or $60,712 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$1,798,503$22,634$3,233iApproximate average salary by contribution assumption: employee only about $80,836 at 4% or $53,890 at 6%; with 50% employer match about $53,890 at 4% or $35,927 at 6%; with 100% employer match about $40,418 at 4% or $26,945 at 6%.
HAUPTMAN HAM, LLP CASH BALANCE PLAN AND TRUST-18$578,800$578,800$32,156iApproximate average salary by contribution assumption: employee only about $803,889 at 4% or $535,926 at 6%; with 50% employer match about $535,926 at 4% or $357,284 at 6%; with 100% employer match about $401,944 at 4% or $267,963 at 6%.
2016271$6,765,309$1,459,551$20,557iApproximate average salary by contribution assumption: employee only about $513,926 at 4% or $342,618 at 6%; with 50% employer match about $342,618 at 4% or $228,412 at 6%; with 100% employer match about $256,963 at 4% or $171,309 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-71$5,134,183$598,321$8,427iApproximate average salary by contribution assumption: employee only about $210,676 at 4% or $140,451 at 6%; with 50% employer match about $140,451 at 4% or $93,634 at 6%; with 100% employer match about $105,338 at 4% or $70,225 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$1,631,126$861,230$123,033iApproximate average salary by contribution assumption: employee only about $3,075,821 at 4% or $2,050,548 at 6%; with 50% employer match about $2,050,548 at 4% or $1,367,032 at 6%; with 100% employer match about $1,537,911 at 4% or $1,025,274 at 6%.
2015272$5,003,121$811,129$11,266iApproximate average salary by contribution assumption: employee only about $281,642 at 4% or $187,761 at 6%; with 50% employer match about $187,761 at 4% or $125,174 at 6%; with 100% employer match about $140,821 at 4% or $93,881 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-72$4,251,873$766,129$10,641iApproximate average salary by contribution assumption: employee only about $266,017 at 4% or $177,345 at 6%; with 50% employer match about $177,345 at 4% or $118,230 at 6%; with 100% employer match about $133,009 at 4% or $88,672 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN AND TRUST-7$751,248$45,000$6,429iApproximate average salary by contribution assumption: employee only about $160,714 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,357 at 4% or $53,571 at 6%.
2014256$4,788,671$441,220$7,879iApproximate average salary by contribution assumption: employee only about $196,973 at 4% or $131,315 at 6%; with 50% employer match about $131,315 at 4% or $87,544 at 6%; with 100% employer match about $98,487 at 4% or $65,658 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-56$4,060,811$405,806$7,247iApproximate average salary by contribution assumption: employee only about $181,163 at 4% or $120,776 at 6%; with 50% employer match about $120,776 at 4% or $80,517 at 6%; with 100% employer match about $90,582 at 4% or $60,388 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN AND TRUST-7$727,860$35,414$5,059iApproximate average salary by contribution assumption: employee only about $126,479 at 4% or $84,319 at 6%; with 50% employer match about $84,319 at 4% or $56,213 at 6%; with 100% employer match about $63,239 at 4% or $42,160 at 6%.
2013248$4,203,961$387,801$8,079iApproximate average salary by contribution assumption: employee only about $201,980 at 4% or $134,653 at 6%; with 50% employer match about $134,653 at 4% or $89,769 at 6%; with 100% employer match about $100,990 at 4% or $67,327 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-48$3,518,129$344,801$7,183iApproximate average salary by contribution assumption: employee only about $179,584 at 4% or $119,723 at 6%; with 50% employer match about $119,723 at 4% or $79,815 at 6%; with 100% employer match about $89,792 at 4% or $59,861 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN AND TRUST-7$685,832$43,000$6,143iApproximate average salary by contribution assumption: employee only about $153,571 at 4% or $102,381 at 6%; with 50% employer match about $102,381 at 4% or $68,254 at 6%; with 100% employer match about $76,786 at 4% or $51,190 at 6%.
201217$578,526$34,000$4,857iApproximate average salary by contribution assumption: employee only about $121,429 at 4% or $80,952 at 6%; with 50% employer match about $80,952 at 4% or $53,968 at 6%; with 100% employer match about $60,714 at 4% or $40,476 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN PLAN AND TRUST-7$578,526$34,000$4,857iApproximate average salary by contribution assumption: employee only about $121,429 at 4% or $80,952 at 6%; with 50% employer match about $80,952 at 4% or $53,968 at 6%; with 100% employer match about $60,714 at 4% or $40,476 at 6%.
2011242$2,752,001$130,960$3,118iApproximate average salary by contribution assumption: employee only about $77,952 at 4% or $51,968 at 6%; with 50% employer match about $51,968 at 4% or $34,646 at 6%; with 100% employer match about $38,976 at 4% or $25,984 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-42$2,233,578$91,785$2,185iApproximate average salary by contribution assumption: employee only about $54,634 at 4% or $36,423 at 6%; with 50% employer match about $36,423 at 4% or $24,282 at 6%; with 100% employer match about $27,317 at 4% or $18,211 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN PLAN AND TRUST-7$518,423$39,175$5,596iApproximate average salary by contribution assumption: employee only about $139,911 at 4% or $93,274 at 6%; with 50% employer match about $93,274 at 4% or $62,183 at 6%; with 100% employer match about $69,955 at 4% or $46,637 at 6%.
2010237$3,457,332$392,007$10,595iApproximate average salary by contribution assumption: employee only about $264,870 at 4% or $176,580 at 6%; with 50% employer match about $176,580 at 4% or $117,720 at 6%; with 100% employer match about $132,435 at 4% or $88,290 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-37$2,964,220$342,007$9,243iApproximate average salary by contribution assumption: employee only about $231,086 at 4% or $154,057 at 6%; with 50% employer match about $154,057 at 4% or $102,705 at 6%; with 100% employer match about $115,543 at 4% or $77,029 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN PLAN AND TRUST-7$493,112$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2009235$2,866,862$352,120$10,061iApproximate average salary by contribution assumption: employee only about $251,514 at 4% or $167,676 at 6%; with 50% employer match about $167,676 at 4% or $111,784 at 6%; with 100% employer match about $125,757 at 4% or $83,838 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-35$2,461,076$305,881$8,739iApproximate average salary by contribution assumption: employee only about $218,486 at 4% or $145,658 at 6%; with 50% employer match about $145,658 at 4% or $97,105 at 6%; with 100% employer match about $109,243 at 4% or $72,829 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-7$405,786$46,239$6,606iApproximate average salary by contribution assumption: employee only about $165,139 at 4% or $110,093 at 6%; with 50% employer match about $110,093 at 4% or $73,395 at 6%; with 100% employer match about $82,570 at 4% or $55,046 at 6%.
2008221$0$0-
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-21---
LOWE HAUPTMAN DEFINED BENEFIT PLAN-4---
2007219$0$0-
LOWE HAUPTMAN DEFINED BENEFIT PLAN-4---
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-19---
2006218$5,349,894$501,285$27,849iApproximate average salary by contribution assumption: employee only about $696,229 at 4% or $464,153 at 6%; with 50% employer match about $464,153 at 4% or $309,435 at 6%; with 100% employer match about $348,115 at 4% or $232,076 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-18$4,424,493$327,604$18,200iApproximate average salary by contribution assumption: employee only about $455,006 at 4% or $303,337 at 6%; with 50% employer match about $303,337 at 4% or $202,225 at 6%; with 100% employer match about $227,503 at 4% or $151,669 at 6%.
LOWE HAUPTMAN DEFINED BENEFIT PLAN-6$925,401$173,681$28,947iApproximate average salary by contribution assumption: employee only about $723,671 at 4% or $482,447 at 6%; with 50% employer match about $482,447 at 4% or $321,631 at 6%; with 100% employer match about $361,835 at 4% or $241,224 at 6%.
2005217$4,454,204$453,511$26,677iApproximate average salary by contribution assumption: employee only about $666,928 at 4% or $444,619 at 6%; with 50% employer match about $444,619 at 4% or $296,412 at 6%; with 100% employer match about $333,464 at 4% or $222,309 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-17$3,735,728$293,186$17,246iApproximate average salary by contribution assumption: employee only about $431,156 at 4% or $287,437 at 6%; with 50% employer match about $287,437 at 4% or $191,625 at 6%; with 100% employer match about $215,578 at 4% or $143,719 at 6%.
LOWE, HAUPTMAN, GILMAN & BERNER, LLP DEFINED BENEF IT PENSION PLAN AND TRUST-7$718,476$160,325$22,904iApproximate average salary by contribution assumption: employee only about $572,589 at 4% or $381,726 at 6%; with 50% employer match about $381,726 at 4% or $254,484 at 6%; with 100% employer match about $286,295 at 4% or $190,863 at 6%.
2004219$3,882,801$456,006$24,000iApproximate average salary by contribution assumption: employee only about $600,008 at 4% or $400,005 at 6%; with 50% employer match about $400,005 at 4% or $266,670 at 6%; with 100% employer match about $300,004 at 4% or $200,003 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-19$3,307,095$251,481$13,236iApproximate average salary by contribution assumption: employee only about $330,896 at 4% or $220,597 at 6%; with 50% employer match about $220,597 at 4% or $147,065 at 6%; with 100% employer match about $165,448 at 4% or $110,299 at 6%.
LOWE, HAUPTMAN, GILMAN & BERNER, LLP DEFINED BENEFIT PENSION PLAN AND TRUST-6$575,706$204,525$34,088iApproximate average salary by contribution assumption: employee only about $852,188 at 4% or $568,125 at 6%; with 50% employer match about $568,125 at 4% or $378,750 at 6%; with 100% employer match about $426,094 at 4% or $284,063 at 6%.
2003316$3,465,036$424,873$26,555iApproximate average salary by contribution assumption: employee only about $663,864 at 4% or $442,576 at 6%; with 50% employer match about $442,576 at 4% or $295,051 at 6%; with 100% employer match about $331,932 at 4% or $221,288 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-16$3,089,586$186,198$11,637iApproximate average salary by contribution assumption: employee only about $290,934 at 4% or $193,956 at 6%; with 50% employer match about $193,956 at 4% or $129,304 at 6%; with 100% employer match about $145,467 at 4% or $96,978 at 6%.
LOWE, HAUPTMAN, GILMAN & BERNER, LLP DEFINED BENEFIT PENSION PLAN AND TRUST-7$375,450$188,817$26,974iApproximate average salary by contribution assumption: employee only about $674,346 at 4% or $449,564 at 6%; with 50% employer match about $449,564 at 4% or $299,710 at 6%; with 100% employer match about $337,173 at 4% or $224,782 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Retirement Plan-0-$49,858-
2002315$2,760,836$221,413$14,761iApproximate average salary by contribution assumption: employee only about $369,022 at 4% or $246,014 at 6%; with 50% employer match about $246,014 at 4% or $164,010 at 6%; with 100% employer match about $184,511 at 4% or $123,007 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-15$2,602,744$162,704$10,847iApproximate average salary by contribution assumption: employee only about $271,173 at 4% or $180,782 at 6%; with 50% employer match about $180,782 at 4% or $120,521 at 6%; with 100% employer match about $135,587 at 4% or $90,391 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Retirement Plan-15$158,092$58,709$3,914iApproximate average salary by contribution assumption: employee only about $97,848 at 4% or $65,232 at 6%; with 50% employer match about $65,232 at 4% or $43,488 at 6%; with 100% employer match about $48,924 at 4% or $32,616 at 6%.
LOWE, HAUPTMAN, GILMAN & BERNER, LLP DEFINED BENEFIT PENSION PLAN AND TRUST-6---
2001213$0$0-
Lowe, Hauptman, Gopstein, Gilman & Berner Retirement Plan-13---
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-13---
2000114$0$0-
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-14---
1999213$3,940,691$192,867$14,836iApproximate average salary by contribution assumption: employee only about $370,898 at 4% or $247,265 at 6%; with 50% employer match about $247,265 at 4% or $164,844 at 6%; with 100% employer match about $185,449 at 4% or $123,633 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Retirement Plan-13$3,889,925$142,101$10,931iApproximate average salary by contribution assumption: employee only about $273,271 at 4% or $182,181 at 6%; with 50% employer match about $182,181 at 4% or $121,454 at 6%; with 100% employer match about $136,636 at 4% or $91,090 at 6%.
Lowe, Hauptman, Gopstein, Gilman & Berner Money Purchase Plan-13$50,766$50,766$3,905iApproximate average salary by contribution assumption: employee only about $97,627 at 4% or $65,085 at 6%; with 50% employer match about $65,085 at 4% or $43,390 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%.