Civic Intelligence

Stepen M. Berman & Associates L.L.C

Plan context: Stephen M. Berman & Associates Profit Sharing Plan & Trust

EIN 58-1540139 • Atlanta, GA • 27 filings • 8 plans

3445 Peachtree Rd NE Ste 1150Atlanta, GA 30326-3251
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$6,315,999

2024 Contributions

$124,515

Historical Graphs

Total Assets Over Time

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

$6,335,684$3,167,842$0199920132024YearValue
$6,315,999Latest year 2024

Participants Over Time

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

20100199920132024YearValue
8Latest 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
202418$6,315,999$0-
Stephen M. Berman & Associates Profit Sharing Plan & Trust-8$6,315,999$0-
202318$5,717,847$0-
Stephen M. Berman & Associates Profit Sharing Plan & Trust-8$5,717,847$0-
2022110$5,270,905$124,515$12,452iApproximate average salary by contribution assumption: employee only about $311,288 at 4% or $207,525 at 6%; with 50% employer match about $207,525 at 4% or $138,350 at 6%; with 100% employer match about $155,644 at 4% or $103,763 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-10$5,270,905$124,515$12,452iApproximate average salary by contribution assumption: employee only about $311,288 at 4% or $207,525 at 6%; with 50% employer match about $207,525 at 4% or $138,350 at 6%; with 100% employer match about $155,644 at 4% or $103,763 at 6%.
2021112$6,335,684$180,333$15,028iApproximate average salary by contribution assumption: employee only about $375,694 at 4% or $250,463 at 6%; with 50% employer match about $250,463 at 4% or $166,975 at 6%; with 100% employer match about $187,847 at 4% or $125,231 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-12$6,335,684$180,333$15,028iApproximate average salary by contribution assumption: employee only about $375,694 at 4% or $250,463 at 6%; with 50% employer match about $250,463 at 4% or $166,975 at 6%; with 100% employer match about $187,847 at 4% or $125,231 at 6%.
2020115$5,756,290$208,101$13,873iApproximate average salary by contribution assumption: employee only about $346,835 at 4% or $231,223 at 6%; with 50% employer match about $231,223 at 4% or $154,149 at 6%; with 100% employer match about $173,418 at 4% or $115,612 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-15$5,756,290$208,101$13,873iApproximate average salary by contribution assumption: employee only about $346,835 at 4% or $231,223 at 6%; with 50% employer match about $231,223 at 4% or $154,149 at 6%; with 100% employer match about $173,418 at 4% or $115,612 at 6%.
2019115$5,100,454$184,222$12,281iApproximate average salary by contribution assumption: employee only about $307,037 at 4% or $204,691 at 6%; with 50% employer match about $204,691 at 4% or $136,461 at 6%; with 100% employer match about $153,518 at 4% or $102,346 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-15$5,100,454$184,222$12,281iApproximate average salary by contribution assumption: employee only about $307,037 at 4% or $204,691 at 6%; with 50% employer match about $204,691 at 4% or $136,461 at 6%; with 100% employer match about $153,518 at 4% or $102,346 at 6%.
2018114$4,517,777$197,706$14,122iApproximate average salary by contribution assumption: employee only about $353,046 at 4% or $235,364 at 6%; with 50% employer match about $235,364 at 4% or $156,910 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-14$4,517,777$197,706$14,122iApproximate average salary by contribution assumption: employee only about $353,046 at 4% or $235,364 at 6%; with 50% employer match about $235,364 at 4% or $156,910 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%.
2017120$4,728,836$177,240$8,862iApproximate average salary by contribution assumption: employee only about $221,550 at 4% or $147,700 at 6%; with 50% employer match about $147,700 at 4% or $98,467 at 6%; with 100% employer match about $110,775 at 4% or $73,850 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-20$4,728,836$177,240$8,862iApproximate average salary by contribution assumption: employee only about $221,550 at 4% or $147,700 at 6%; with 50% employer match about $147,700 at 4% or $98,467 at 6%; with 100% employer match about $110,775 at 4% or $73,850 at 6%.
2016116$3,977,432$170,213$10,638iApproximate average salary by contribution assumption: employee only about $265,958 at 4% or $177,305 at 6%; with 50% employer match about $177,305 at 4% or $118,203 at 6%; with 100% employer match about $132,979 at 4% or $88,653 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-16$3,977,432$170,213$10,638iApproximate average salary by contribution assumption: employee only about $265,958 at 4% or $177,305 at 6%; with 50% employer match about $177,305 at 4% or $118,203 at 6%; with 100% employer match about $132,979 at 4% or $88,653 at 6%.
2015116$3,589,319$153,075$9,567iApproximate average salary by contribution assumption: employee only about $239,180 at 4% or $159,453 at 6%; with 50% employer match about $159,453 at 4% or $106,302 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-16$3,589,319$153,075$9,567iApproximate average salary by contribution assumption: employee only about $239,180 at 4% or $159,453 at 6%; with 50% employer match about $159,453 at 4% or $106,302 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%.
2014118$4,135,552$183,058$10,170iApproximate average salary by contribution assumption: employee only about $254,247 at 4% or $169,498 at 6%; with 50% employer match about $169,498 at 4% or $112,999 at 6%; with 100% employer match about $127,124 at 4% or $84,749 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-18$4,135,552$183,058$10,170iApproximate average salary by contribution assumption: employee only about $254,247 at 4% or $169,498 at 6%; with 50% employer match about $169,498 at 4% or $112,999 at 6%; with 100% employer match about $127,124 at 4% or $84,749 at 6%.
2013119$3,800,785$201,692$10,615iApproximate average salary by contribution assumption: employee only about $265,384 at 4% or $176,923 at 6%; with 50% employer match about $176,923 at 4% or $117,949 at 6%; with 100% employer match about $132,692 at 4% or $88,461 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-19$3,800,785$201,692$10,615iApproximate average salary by contribution assumption: employee only about $265,384 at 4% or $176,923 at 6%; with 50% employer match about $176,923 at 4% or $117,949 at 6%; with 100% employer match about $132,692 at 4% or $88,461 at 6%.
2012118$3,309,949$200,706$11,150iApproximate average salary by contribution assumption: employee only about $278,758 at 4% or $185,839 at 6%; with 50% employer match about $185,839 at 4% or $123,893 at 6%; with 100% employer match about $139,379 at 4% or $92,919 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-18$3,309,949$200,706$11,150iApproximate average salary by contribution assumption: employee only about $278,758 at 4% or $185,839 at 6%; with 50% employer match about $185,839 at 4% or $123,893 at 6%; with 100% employer match about $139,379 at 4% or $92,919 at 6%.
2011118$3,235,235$241,248$13,403iApproximate average salary by contribution assumption: employee only about $335,067 at 4% or $223,378 at 6%; with 50% employer match about $223,378 at 4% or $148,919 at 6%; with 100% employer match about $167,533 at 4% or $111,689 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-18$3,235,235$241,248$13,403iApproximate average salary by contribution assumption: employee only about $335,067 at 4% or $223,378 at 6%; with 50% employer match about $223,378 at 4% or $148,919 at 6%; with 100% employer match about $167,533 at 4% or $111,689 at 6%.
2010118$3,018,468$249,236$13,846iApproximate average salary by contribution assumption: employee only about $346,161 at 4% or $230,774 at 6%; with 50% employer match about $230,774 at 4% or $153,849 at 6%; with 100% employer match about $173,081 at 4% or $115,387 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-18$3,018,468$249,236$13,846iApproximate average salary by contribution assumption: employee only about $346,161 at 4% or $230,774 at 6%; with 50% employer match about $230,774 at 4% or $153,849 at 6%; with 100% employer match about $173,081 at 4% or $115,387 at 6%.
2009118$2,604,954$253,435$14,080iApproximate average salary by contribution assumption: employee only about $351,993 at 4% or $234,662 at 6%; with 50% employer match about $234,662 at 4% or $156,441 at 6%; with 100% employer match about $175,997 at 4% or $117,331 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-18$2,604,954$253,435$14,080iApproximate average salary by contribution assumption: employee only about $351,993 at 4% or $234,662 at 6%; with 50% employer match about $234,662 at 4% or $156,441 at 6%; with 100% employer match about $175,997 at 4% or $117,331 at 6%.
2008116$2,241,144$245,714$15,357iApproximate average salary by contribution assumption: employee only about $383,928 at 4% or $255,952 at 6%; with 50% employer match about $255,952 at 4% or $170,635 at 6%; with 100% employer match about $191,964 at 4% or $127,976 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-16$2,241,144$245,714$15,357iApproximate average salary by contribution assumption: employee only about $383,928 at 4% or $255,952 at 6%; with 50% employer match about $255,952 at 4% or $170,635 at 6%; with 100% employer match about $191,964 at 4% or $127,976 at 6%.
2007116$0$0-
Stephen M. Berman & Associates Profit Sharing Plan & Trust-16---
2006111$2,488,823$126,784$11,526iApproximate average salary by contribution assumption: employee only about $288,145 at 4% or $192,097 at 6%; with 50% employer match about $192,097 at 4% or $128,065 at 6%; with 100% employer match about $144,073 at 4% or $96,048 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-11$2,488,823$126,784$11,526iApproximate average salary by contribution assumption: employee only about $288,145 at 4% or $192,097 at 6%; with 50% employer match about $192,097 at 4% or $128,065 at 6%; with 100% employer match about $144,073 at 4% or $96,048 at 6%.
2005111$2,370,088$110,182$10,017iApproximate average salary by contribution assumption: employee only about $250,414 at 4% or $166,942 at 6%; with 50% employer match about $166,942 at 4% or $111,295 at 6%; with 100% employer match about $125,207 at 4% or $83,471 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-11$2,370,088$110,182$10,017iApproximate average salary by contribution assumption: employee only about $250,414 at 4% or $166,942 at 6%; with 50% employer match about $166,942 at 4% or $111,295 at 6%; with 100% employer match about $125,207 at 4% or $83,471 at 6%.
2004110$2,186,065$114,466$11,447iApproximate average salary by contribution assumption: employee only about $286,165 at 4% or $190,777 at 6%; with 50% employer match about $190,777 at 4% or $127,184 at 6%; with 100% employer match about $143,083 at 4% or $95,388 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-10$2,186,065$114,466$11,447iApproximate average salary by contribution assumption: employee only about $286,165 at 4% or $190,777 at 6%; with 50% employer match about $190,777 at 4% or $127,184 at 6%; with 100% employer match about $143,083 at 4% or $95,388 at 6%.
200319$1,866,201$101,258$11,251iApproximate average salary by contribution assumption: employee only about $281,272 at 4% or $187,515 at 6%; with 50% employer match about $187,515 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,757 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-9$1,866,201$101,258$11,251iApproximate average salary by contribution assumption: employee only about $281,272 at 4% or $187,515 at 6%; with 50% employer match about $187,515 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,757 at 6%.
2002112$1,518,922$108,820$9,068iApproximate average salary by contribution assumption: employee only about $226,708 at 4% or $151,139 at 6%; with 50% employer match about $151,139 at 4% or $100,759 at 6%; with 100% employer match about $113,354 at 4% or $75,569 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-12$1,518,922$108,820$9,068iApproximate average salary by contribution assumption: employee only about $226,708 at 4% or $151,139 at 6%; with 50% employer match about $151,139 at 4% or $100,759 at 6%; with 100% employer match about $113,354 at 4% or $75,569 at 6%.
200120$0$0-
STEPHEN M BERMAN & ASSOCIATES EMPLOYEE BENEFIT PLAN-0---
Stephen M. Berman & Associates Profit Sharing Plan & Trust-0---
200010$1,668,525$58,191-
Stephen M. Berman & Associates Profit Sharing Plan & Trust-0$1,668,525$58,191-
1999113$1,654,549$56,819$4,371iApproximate average salary by contribution assumption: employee only about $109,267 at 4% or $72,845 at 6%; with 50% employer match about $72,845 at 4% or $48,563 at 6%; with 100% employer match about $54,634 at 4% or $36,422 at 6%.
Stephen M. Berman & Associates Profit Sharing Plan & Trust-13$1,654,549$56,819$4,371iApproximate average salary by contribution assumption: employee only about $109,267 at 4% or $72,845 at 6%; with 50% employer match about $72,845 at 4% or $48,563 at 6%; with 100% employer match about $54,634 at 4% or $36,422 at 6%.