Civic Intelligence

Jonathan R. Berman, M.D., P.A.

Plan context: Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust

EIN 65-0327072 • Boca Raton, FL • 19 filings • 3 plans

670 Glades Road, Suite 240Boca Raton, FL 33431-6464
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$723,669

2015 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$723,669$361,835$0199920092014YearValue
$723,669Latest year 2014

Participants Over Time

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

740199920072014YearValue
4Latest year 2014

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
201510$0$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-0$0$0-
201414$723,669$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$723,669--
201314$700,061$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$700,061$0-
201212$657,037$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-2$657,037$0-
201114$603,403$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$603,403$0-
201016$630,326$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-6$630,326$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200917$543,132$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-7$543,132$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200814$415,125$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$415,125$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200712$0$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-2---
200614$522,839$48,543$12,136iApproximate average salary by contribution assumption: employee only about $303,394 at 4% or $202,263 at 6%; with 50% employer match about $202,263 at 4% or $134,842 at 6%; with 100% employer match about $151,697 at 4% or $101,131 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$522,839$48,543$12,136iApproximate average salary by contribution assumption: employee only about $303,394 at 4% or $202,263 at 6%; with 50% employer match about $202,263 at 4% or $134,842 at 6%; with 100% employer match about $151,697 at 4% or $101,131 at 6%.
200515$419,502$58,268$11,654iApproximate average salary by contribution assumption: employee only about $291,340 at 4% or $194,227 at 6%; with 50% employer match about $194,227 at 4% or $129,484 at 6%; with 100% employer match about $145,670 at 4% or $97,113 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-5$419,502$58,268$11,654iApproximate average salary by contribution assumption: employee only about $291,340 at 4% or $194,227 at 6%; with 50% employer match about $194,227 at 4% or $129,484 at 6%; with 100% employer match about $145,670 at 4% or $97,113 at 6%.
200414$354,806$48,270$12,068iApproximate average salary by contribution assumption: employee only about $301,688 at 4% or $201,125 at 6%; with 50% employer match about $201,125 at 4% or $134,083 at 6%; with 100% employer match about $150,844 at 4% or $100,563 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$354,806$48,270$12,068iApproximate average salary by contribution assumption: employee only about $301,688 at 4% or $201,125 at 6%; with 50% employer match about $201,125 at 4% or $134,083 at 6%; with 100% employer match about $150,844 at 4% or $100,563 at 6%.
200314$290,776$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$290,776$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200215$0$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-5---
200115$0$0-
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-5---
200024$0$0-
Jonathan R. Berman, M.D., P.A. Money Purchase Pension Trust-0---
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4---
199925$227,250$41,002$8,200iApproximate average salary by contribution assumption: employee only about $205,010 at 4% or $136,673 at 6%; with 50% employer match about $136,673 at 4% or $91,116 at 6%; with 100% employer match about $102,505 at 4% or $68,337 at 6%.
Jonathan R. Berman, M.D., P.A. 401K Profit Sharing Plan & Trust-4$148,035$25,132$6,283iApproximate average salary by contribution assumption: employee only about $157,075 at 4% or $104,717 at 6%; with 50% employer match about $104,717 at 4% or $69,811 at 6%; with 100% employer match about $78,538 at 4% or $52,358 at 6%.
Jonathan R. Berman, M.D., P.A. Money Purchase Pension Trust-5$79,215$15,870$3,174iApproximate average salary by contribution assumption: employee only about $79,350 at 4% or $52,900 at 6%; with 50% employer match about $52,900 at 4% or $35,267 at 6%; with 100% employer match about $39,675 at 4% or $26,450 at 6%.