Civic Intelligence

Berson Financial Group Inc.

Plan context: Berson Financial Group Profit Sharing 401K Plan

EIN 56-2667099 • Encino, CA • 17 filings • 2 plans

16255 Ventura Blvd, Ste 800Encino, CA 91436-2307
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,798,427

2024 Contributions

$80,465

Historical Graphs

Total Assets Over Time

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

$3,798,427$1,899,214$0200820162024YearValue
$3,798,427Latest year 2024

Participants Over Time

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

1160200920172024YearValue
2Latest 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
202412$3,798,427$80,465$40,233iApproximate average salary by contribution assumption: employee only about $1,005,813 at 4% or $670,542 at 6%; with 50% employer match about $670,542 at 4% or $447,028 at 6%; with 100% employer match about $502,906 at 4% or $335,271 at 6%.
Berson Financial Group Profit Sharing 401K Plan-2$3,798,427$80,465$40,233iApproximate average salary by contribution assumption: employee only about $1,005,813 at 4% or $670,542 at 6%; with 50% employer match about $670,542 at 4% or $447,028 at 6%; with 100% employer match about $502,906 at 4% or $335,271 at 6%.
2023111$3,189,785$155,087$14,099iApproximate average salary by contribution assumption: employee only about $352,470 at 4% or $234,980 at 6%; with 50% employer match about $234,980 at 4% or $156,654 at 6%; with 100% employer match about $176,235 at 4% or $117,490 at 6%.
Berson Financial Group Profit Sharing 401K Plan-11$3,189,785$155,087$14,099iApproximate average salary by contribution assumption: employee only about $352,470 at 4% or $234,980 at 6%; with 50% employer match about $234,980 at 4% or $156,654 at 6%; with 100% employer match about $176,235 at 4% or $117,490 at 6%.
202219$2,632,201$162,892$18,099iApproximate average salary by contribution assumption: employee only about $452,478 at 4% or $301,652 at 6%; with 50% employer match about $301,652 at 4% or $201,101 at 6%; with 100% employer match about $226,239 at 4% or $150,826 at 6%.
Berson Financial Group Profit Sharing 401K Plan-9$2,632,201$162,892$18,099iApproximate average salary by contribution assumption: employee only about $452,478 at 4% or $301,652 at 6%; with 50% employer match about $301,652 at 4% or $201,101 at 6%; with 100% employer match about $226,239 at 4% or $150,826 at 6%.
202119$3,000,608$132,029$14,670iApproximate average salary by contribution assumption: employee only about $366,747 at 4% or $244,498 at 6%; with 50% employer match about $244,498 at 4% or $162,999 at 6%; with 100% employer match about $183,374 at 4% or $122,249 at 6%.
Berson Financial Group Profit Sharing 401K Plan-9$3,000,608$132,029$14,670iApproximate average salary by contribution assumption: employee only about $366,747 at 4% or $244,498 at 6%; with 50% employer match about $244,498 at 4% or $162,999 at 6%; with 100% employer match about $183,374 at 4% or $122,249 at 6%.
202018$2,392,120$121,796$15,225iApproximate average salary by contribution assumption: employee only about $380,613 at 4% or $253,742 at 6%; with 50% employer match about $253,742 at 4% or $169,161 at 6%; with 100% employer match about $190,306 at 4% or $126,871 at 6%.
Berson Financial Group Profit Sharing 401K Plan-8$2,392,120$121,796$15,225iApproximate average salary by contribution assumption: employee only about $380,613 at 4% or $253,742 at 6%; with 50% employer match about $253,742 at 4% or $169,161 at 6%; with 100% employer match about $190,306 at 4% or $126,871 at 6%.
201917$1,913,164$109,963$15,709iApproximate average salary by contribution assumption: employee only about $392,725 at 4% or $261,817 at 6%; with 50% employer match about $261,817 at 4% or $174,544 at 6%; with 100% employer match about $196,363 at 4% or $130,908 at 6%.
Berson Financial Group Profit Sharing 401K Plan-7$1,913,164$109,963$15,709iApproximate average salary by contribution assumption: employee only about $392,725 at 4% or $261,817 at 6%; with 50% employer match about $261,817 at 4% or $174,544 at 6%; with 100% employer match about $196,363 at 4% or $130,908 at 6%.
201817$1,561,161$107,870$15,410iApproximate average salary by contribution assumption: employee only about $385,250 at 4% or $256,833 at 6%; with 50% employer match about $256,833 at 4% or $171,222 at 6%; with 100% employer match about $192,625 at 4% or $128,417 at 6%.
Berson Financial Group Profit Sharing 401K Plan-7$1,561,161$107,870$15,410iApproximate average salary by contribution assumption: employee only about $385,250 at 4% or $256,833 at 6%; with 50% employer match about $256,833 at 4% or $171,222 at 6%; with 100% employer match about $192,625 at 4% or $128,417 at 6%.
201715$1,519,254$101,642$20,328iApproximate average salary by contribution assumption: employee only about $508,210 at 4% or $338,807 at 6%; with 50% employer match about $338,807 at 4% or $225,871 at 6%; with 100% employer match about $254,105 at 4% or $169,403 at 6%.
Berson Financial Group Profit Sharing 401K Plan-5$1,519,254$101,642$20,328iApproximate average salary by contribution assumption: employee only about $508,210 at 4% or $338,807 at 6%; with 50% employer match about $338,807 at 4% or $225,871 at 6%; with 100% employer match about $254,105 at 4% or $169,403 at 6%.
201618$1,146,091$103,474$12,934iApproximate average salary by contribution assumption: employee only about $323,356 at 4% or $215,571 at 6%; with 50% employer match about $215,571 at 4% or $143,714 at 6%; with 100% employer match about $161,678 at 4% or $107,785 at 6%.
Berson Financial Group Profit Sharing 401K Plan-8$1,146,091$103,474$12,934iApproximate average salary by contribution assumption: employee only about $323,356 at 4% or $215,571 at 6%; with 50% employer match about $215,571 at 4% or $143,714 at 6%; with 100% employer match about $161,678 at 4% or $107,785 at 6%.
2015110$1,008,964$103,735$10,374iApproximate average salary by contribution assumption: employee only about $259,338 at 4% or $172,892 at 6%; with 50% employer match about $172,892 at 4% or $115,261 at 6%; with 100% employer match about $129,669 at 4% or $86,446 at 6%.
Berson Financial Group Profit Sharing 401K Plan-10$1,008,964$103,735$10,374iApproximate average salary by contribution assumption: employee only about $259,338 at 4% or $172,892 at 6%; with 50% employer match about $172,892 at 4% or $115,261 at 6%; with 100% employer match about $129,669 at 4% or $86,446 at 6%.
201417$980,031$93,033$13,290iApproximate average salary by contribution assumption: employee only about $332,261 at 4% or $221,507 at 6%; with 50% employer match about $221,507 at 4% or $147,671 at 6%; with 100% employer match about $166,130 at 4% or $110,754 at 6%.
Berson Financial Group Profit Sharing 401K Plan-7$980,031$93,033$13,290iApproximate average salary by contribution assumption: employee only about $332,261 at 4% or $221,507 at 6%; with 50% employer match about $221,507 at 4% or $147,671 at 6%; with 100% employer match about $166,130 at 4% or $110,754 at 6%.
201316$859,504$86,261$14,377iApproximate average salary by contribution assumption: employee only about $359,421 at 4% or $239,614 at 6%; with 50% employer match about $239,614 at 4% or $159,743 at 6%; with 100% employer match about $179,710 at 4% or $119,807 at 6%.
Berson Financial Group Profit Sharing 401K Plan-6$859,504$86,261$14,377iApproximate average salary by contribution assumption: employee only about $359,421 at 4% or $239,614 at 6%; with 50% employer match about $239,614 at 4% or $159,743 at 6%; with 100% employer match about $179,710 at 4% or $119,807 at 6%.
201214$675,095$75,835$18,959iApproximate average salary by contribution assumption: employee only about $473,969 at 4% or $315,979 at 6%; with 50% employer match about $315,979 at 4% or $210,653 at 6%; with 100% employer match about $236,984 at 4% or $157,990 at 6%.
Berson Financial Group Profit Sharing 401K Plan-4$675,095$75,835$18,959iApproximate average salary by contribution assumption: employee only about $473,969 at 4% or $315,979 at 6%; with 50% employer match about $315,979 at 4% or $210,653 at 6%; with 100% employer match about $236,984 at 4% or $157,990 at 6%.
201115$586,801$67,906$13,581iApproximate average salary by contribution assumption: employee only about $339,530 at 4% or $226,353 at 6%; with 50% employer match about $226,353 at 4% or $150,902 at 6%; with 100% employer match about $169,765 at 4% or $113,177 at 6%.
Berson Financial Group Profit Sharing 401K Plan-5$586,801$67,906$13,581iApproximate average salary by contribution assumption: employee only about $339,530 at 4% or $226,353 at 6%; with 50% employer match about $226,353 at 4% or $150,902 at 6%; with 100% employer match about $169,765 at 4% or $113,177 at 6%.
201019$562,273$81,837$9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%.
Berson Financial Group Profit Sharing 401K Plan-9$562,273$81,837$9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%.
200916$432,767$65,901$10,984iApproximate average salary by contribution assumption: employee only about $274,588 at 4% or $183,058 at 6%; with 50% employer match about $183,058 at 4% or $122,039 at 6%; with 100% employer match about $137,294 at 4% or $91,529 at 6%.
Berson Financial Group Profit Sharing 401K Plan-6$432,767$65,901$10,984iApproximate average salary by contribution assumption: employee only about $274,588 at 4% or $183,058 at 6%; with 50% employer match about $183,058 at 4% or $122,039 at 6%; with 100% employer match about $137,294 at 4% or $91,529 at 6%.
200810$300,826$409,103-
Berson Financial Group Profit Sharing 401K Plan-0$300,826$409,103-