Civic Intelligence

BERMAN NORTH LLP

Plan context: BERMAN NORTH LLP 401(K) PLAN & TRUST

EIN 83-2675075 • San Francisco, CA • 4 filings • 1 plans

2001 Van Ness AveSte. 300San Francisco, CA 94109
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$844,154

2025 Contributions

$2,031

Historical Graphs

Total Assets Over Time

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

$844,154$422,077$0202220232024YearValue
$844,154Latest year 2024

Participants Over Time

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

420202220232024YearValue
4Latest 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
202510$0$2,031-
BERMAN NORTH LLP 401(K) PLAN & TRUST-0$0$2,031-
202414$844,154$162,857$40,714iApproximate average salary by contribution assumption: employee only about $1,017,856 at 4% or $678,571 at 6%; with 50% employer match about $678,571 at 4% or $452,381 at 6%; with 100% employer match about $508,928 at 4% or $339,285 at 6%.
BERMAN NORTH LLP 401(K) PLAN & TRUST-4$844,154$162,857$40,714iApproximate average salary by contribution assumption: employee only about $1,017,856 at 4% or $678,571 at 6%; with 50% employer match about $678,571 at 4% or $452,381 at 6%; with 100% employer match about $508,928 at 4% or $339,285 at 6%.
202314$606,029$410,921$102,730iApproximate average salary by contribution assumption: employee only about $2,568,256 at 4% or $1,712,171 at 6%; with 50% employer match about $1,712,171 at 4% or $1,141,447 at 6%; with 100% employer match about $1,284,128 at 4% or $856,085 at 6%.
BERMAN NORTH LLP 401(K) PLAN & TRUST-4$606,029$410,921$102,730iApproximate average salary by contribution assumption: employee only about $2,568,256 at 4% or $1,712,171 at 6%; with 50% employer match about $1,712,171 at 4% or $1,141,447 at 6%; with 100% employer match about $1,284,128 at 4% or $856,085 at 6%.
202213$141,324$141,471$47,157iApproximate average salary by contribution assumption: employee only about $1,178,925 at 4% or $785,950 at 6%; with 50% employer match about $785,950 at 4% or $523,967 at 6%; with 100% employer match about $589,463 at 4% or $392,975 at 6%.
BERMAN NORTH LLP 401(K) PLAN & TRUST-3$141,324$141,471$47,157iApproximate average salary by contribution assumption: employee only about $1,178,925 at 4% or $785,950 at 6%; with 50% employer match about $785,950 at 4% or $523,967 at 6%; with 100% employer match about $589,463 at 4% or $392,975 at 6%.