Civic Intelligence

Robert G. Berman, D.D.S.

Plan context: Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust

EIN 91-1118718 • Seattle, WA • 25 filings • 6 plans

225 Terry Ave N, Ste 100Seattle, WA 98109
Current Snapshot

Latest Year

2014

2014 Participants

12

2014 Assets

$1,495,355

2014 Contributions

$198,116

Historical Graphs

Total Assets Over Time

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

$2,132,758$1,066,379$0199920062014YearValue
$1,495,355Latest year 2014

Participants Over Time

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

1370199920072014YearValue
12Latest 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
2014212$1,495,355$198,116$16,510iApproximate average salary by contribution assumption: employee only about $412,742 at 4% or $275,161 at 6%; with 50% employer match about $275,161 at 4% or $183,441 at 6%; with 100% employer match about $206,371 at 4% or $137,581 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-11$751,561$73,116$6,647iApproximate average salary by contribution assumption: employee only about $166,173 at 4% or $110,782 at 6%; with 50% employer match about $110,782 at 4% or $73,855 at 6%; with 100% employer match about $83,086 at 4% or $55,391 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-12$743,794$125,000$10,417iApproximate average salary by contribution assumption: employee only about $260,417 at 4% or $173,611 at 6%; with 50% employer match about $173,611 at 4% or $115,741 at 6%; with 100% employer match about $130,208 at 4% or $86,806 at 6%.
2013211$1,319,305$157,549$14,323iApproximate average salary by contribution assumption: employee only about $358,066 at 4% or $238,711 at 6%; with 50% employer match about $238,711 at 4% or $159,140 at 6%; with 100% employer match about $179,033 at 4% or $119,355 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-9$723,499$60,549$6,728iApproximate average salary by contribution assumption: employee only about $168,192 at 4% or $112,128 at 6%; with 50% employer match about $112,128 at 4% or $74,752 at 6%; with 100% employer match about $84,096 at 4% or $56,064 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-11$595,806$97,000$8,818iApproximate average salary by contribution assumption: employee only about $220,455 at 4% or $146,970 at 6%; with 50% employer match about $146,970 at 4% or $97,980 at 6%; with 100% employer match about $110,227 at 4% or $73,485 at 6%.
2012213$922,621$126,889$9,761iApproximate average salary by contribution assumption: employee only about $244,017 at 4% or $162,678 at 6%; with 50% employer match about $162,678 at 4% or $108,452 at 6%; with 100% employer match about $122,009 at 4% or $81,339 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-9$525,264$56,124$6,236iApproximate average salary by contribution assumption: employee only about $155,900 at 4% or $103,933 at 6%; with 50% employer match about $103,933 at 4% or $69,289 at 6%; with 100% employer match about $77,950 at 4% or $51,967 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-13$397,357$70,765$5,443iApproximate average salary by contribution assumption: employee only about $136,087 at 4% or $90,724 at 6%; with 50% employer match about $90,724 at 4% or $60,483 at 6%; with 100% employer match about $68,043 at 4% or $45,362 at 6%.
2011213$706,899$125,594$9,661iApproximate average salary by contribution assumption: employee only about $241,527 at 4% or $161,018 at 6%; with 50% employer match about $161,018 at 4% or $107,345 at 6%; with 100% employer match about $120,763 at 4% or $80,509 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-9$412,505$45,594$5,066iApproximate average salary by contribution assumption: employee only about $126,650 at 4% or $84,433 at 6%; with 50% employer match about $84,433 at 4% or $56,289 at 6%; with 100% employer match about $63,325 at 4% or $42,217 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-13$294,394$80,000$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
2010212$1,060,463$63,089$5,257iApproximate average salary by contribution assumption: employee only about $131,435 at 4% or $87,624 at 6%; with 50% employer match about $87,624 at 4% or $58,416 at 6%; with 100% employer match about $65,718 at 4% or $43,812 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-12$585,771$25,000$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-8$474,692$38,089$4,761iApproximate average salary by contribution assumption: employee only about $119,028 at 4% or $79,352 at 6%; with 50% employer match about $79,352 at 4% or $52,901 at 6%; with 100% employer match about $59,514 at 4% or $39,676 at 6%.
2009213$2,132,758$88,477$6,806iApproximate average salary by contribution assumption: employee only about $170,148 at 4% or $113,432 at 6%; with 50% employer match about $113,432 at 4% or $75,621 at 6%; with 100% employer match about $85,074 at 4% or $56,716 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-11$1,611,342$38,736$3,521iApproximate average salary by contribution assumption: employee only about $88,036 at 4% or $58,691 at 6%; with 50% employer match about $58,691 at 4% or $39,127 at 6%; with 100% employer match about $44,018 at 4% or $29,345 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-13$521,416$49,741$3,826iApproximate average salary by contribution assumption: employee only about $95,656 at 4% or $63,771 at 6%; with 50% employer match about $63,771 at 4% or $42,514 at 6%; with 100% employer match about $47,828 at 4% or $31,885 at 6%.
200813$404,673$73,079$24,360iApproximate average salary by contribution assumption: employee only about $608,992 at 4% or $405,994 at 6%; with 50% employer match about $405,994 at 4% or $270,663 at 6%; with 100% employer match about $304,496 at 4% or $202,997 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-3$404,673$73,079$24,360iApproximate average salary by contribution assumption: employee only about $608,992 at 4% or $405,994 at 6%; with 50% employer match about $405,994 at 4% or $270,663 at 6%; with 100% employer match about $304,496 at 4% or $202,997 at 6%.
200714$0$0-
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-4---
200615$341,447$76,464$15,293iApproximate average salary by contribution assumption: employee only about $382,320 at 4% or $254,880 at 6%; with 50% employer match about $254,880 at 4% or $169,920 at 6%; with 100% employer match about $191,160 at 4% or $127,440 at 6%.
ROBERT G. BERMAN, D.D.S. CASH BALANCE PENSION PLAN-5$341,447$76,464$15,293iApproximate average salary by contribution assumption: employee only about $382,320 at 4% or $254,880 at 6%; with 50% employer match about $254,880 at 4% or $169,920 at 6%; with 100% employer match about $191,160 at 4% or $127,440 at 6%.
200517$240,467$70,579$10,083iApproximate average salary by contribution assumption: employee only about $252,068 at 4% or $168,045 at 6%; with 50% employer match about $168,045 at 4% or $112,030 at 6%; with 100% employer match about $126,034 at 4% or $84,023 at 6%.
ROBERT G. BERMAN, D.D.S., P.C. CASH BALANCE PENSION PLAN-7$240,467$70,579$10,083iApproximate average salary by contribution assumption: employee only about $252,068 at 4% or $168,045 at 6%; with 50% employer match about $168,045 at 4% or $112,030 at 6%; with 100% employer match about $126,034 at 4% or $84,023 at 6%.
200427$1,618,618$164,326$23,475iApproximate average salary by contribution assumption: employee only about $586,879 at 4% or $391,252 at 6%; with 50% employer match about $391,252 at 4% or $260,835 at 6%; with 100% employer match about $293,439 at 4% or $195,626 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-7$1,461,759$82,946$11,849iApproximate average salary by contribution assumption: employee only about $296,236 at 4% or $197,490 at 6%; with 50% employer match about $197,490 at 4% or $131,660 at 6%; with 100% employer match about $148,118 at 4% or $98,745 at 6%.
ROBERT G BERMAN D.D.S. CASH BALANCE PENSION PLAN-7$156,859$81,380$11,626iApproximate average salary by contribution assumption: employee only about $290,643 at 4% or $193,762 at 6%; with 50% employer match about $193,762 at 4% or $129,175 at 6%; with 100% employer match about $145,321 at 4% or $96,881 at 6%.
200327$1,329,627$146,871$20,982iApproximate average salary by contribution assumption: employee only about $524,539 at 4% or $349,693 at 6%; with 50% employer match about $349,693 at 4% or $233,129 at 6%; with 100% employer match about $262,270 at 4% or $174,846 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-6$1,259,507$76,751$12,792iApproximate average salary by contribution assumption: employee only about $319,796 at 4% or $213,197 at 6%; with 50% employer match about $213,197 at 4% or $142,131 at 6%; with 100% employer match about $159,898 at 4% or $106,599 at 6%.
ROBERT G BERMAN D.D.S. CASH BALANCE PENSION PLAN-7$70,120$70,120$10,017iApproximate average salary by contribution assumption: employee only about $250,429 at 4% or $166,952 at 6%; with 50% employer match about $166,952 at 4% or $111,302 at 6%; with 100% employer match about $125,214 at 4% or $83,476 at 6%.
200217$944,316$71,011$10,144iApproximate average salary by contribution assumption: employee only about $253,611 at 4% or $169,074 at 6%; with 50% employer match about $169,074 at 4% or $112,716 at 6%; with 100% employer match about $126,805 at 4% or $84,537 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-7$944,316$71,011$10,144iApproximate average salary by contribution assumption: employee only about $253,611 at 4% or $169,074 at 6%; with 50% employer match about $169,074 at 4% or $112,716 at 6%; with 100% employer match about $126,805 at 4% or $84,537 at 6%.
200115$900,703$51,194$10,239iApproximate average salary by contribution assumption: employee only about $255,970 at 4% or $170,647 at 6%; with 50% employer match about $170,647 at 4% or $113,764 at 6%; with 100% employer match about $127,985 at 4% or $85,323 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-5$900,703$51,194$10,239iApproximate average salary by contribution assumption: employee only about $255,970 at 4% or $170,647 at 6%; with 50% employer match about $170,647 at 4% or $113,764 at 6%; with 100% employer match about $127,985 at 4% or $85,323 at 6%.
200024$1,791,190$98,144$24,536iApproximate average salary by contribution assumption: employee only about $613,400 at 4% or $408,933 at 6%; with 50% employer match about $408,933 at 4% or $272,622 at 6%; with 100% employer match about $306,700 at 4% or $204,467 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-4$895,595$49,072$12,268iApproximate average salary by contribution assumption: employee only about $306,700 at 4% or $204,467 at 6%; with 50% employer match about $204,467 at 4% or $136,311 at 6%; with 100% employer match about $153,350 at 4% or $102,233 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-4$895,595$49,072$12,268iApproximate average salary by contribution assumption: employee only about $306,700 at 4% or $204,467 at 6%; with 50% employer match about $204,467 at 4% or $136,311 at 6%; with 100% employer match about $153,350 at 4% or $102,233 at 6%.
199913$877,887$37,294$12,431iApproximate average salary by contribution assumption: employee only about $310,783 at 4% or $207,189 at 6%; with 50% employer match about $207,189 at 4% or $138,126 at 6%; with 100% employer match about $155,392 at 4% or $103,594 at 6%.
Robert G. Berman, D.D.S. 401K Profit Sharing Plan and Trust-3$877,887$37,294$12,431iApproximate average salary by contribution assumption: employee only about $310,783 at 4% or $207,189 at 6%; with 50% employer match about $207,189 at 4% or $138,126 at 6%; with 100% employer match about $155,392 at 4% or $103,594 at 6%.