Civic Intelligence

Brad D. Berman, M.D., F.A.A.P.

Plan context: Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan

EIN 94-3219124 • Walnut Creek, CA • 12 filings • 1 plans

3021 Citrus Circle, Suite 240Walnut Creek, CA 94598-2691
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,390,134

2017 Contributions

$55,531

Historical Graphs

Total Assets Over Time

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

$1,390,134$695,067$0200620112016YearValue
$1,390,134Latest year 2016

Participants Over Time

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

420200620112016YearValue
3Latest year 2016

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
201710$0$0-
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-0$0$0-
201613$1,390,134$55,531$18,510iApproximate average salary by contribution assumption: employee only about $462,758 at 4% or $308,506 at 6%; with 50% employer match about $308,506 at 4% or $205,670 at 6%; with 100% employer match about $231,379 at 4% or $154,253 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$1,390,134$55,531$18,510iApproximate average salary by contribution assumption: employee only about $462,758 at 4% or $308,506 at 6%; with 50% employer match about $308,506 at 4% or $205,670 at 6%; with 100% employer match about $231,379 at 4% or $154,253 at 6%.
201513$1,225,733$37,105$12,368iApproximate average salary by contribution assumption: employee only about $309,208 at 4% or $206,139 at 6%; with 50% employer match about $206,139 at 4% or $137,426 at 6%; with 100% employer match about $154,604 at 4% or $103,069 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$1,225,733$37,105$12,368iApproximate average salary by contribution assumption: employee only about $309,208 at 4% or $206,139 at 6%; with 50% employer match about $206,139 at 4% or $137,426 at 6%; with 100% employer match about $154,604 at 4% or $103,069 at 6%.
201414$1,203,823$68,506$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-4$1,203,823$68,506$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
201313$1,189,904$77,296$25,765iApproximate average salary by contribution assumption: employee only about $644,133 at 4% or $429,422 at 6%; with 50% employer match about $429,422 at 4% or $286,281 at 6%; with 100% employer match about $322,067 at 4% or $214,711 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$1,189,904$77,296$25,765iApproximate average salary by contribution assumption: employee only about $644,133 at 4% or $429,422 at 6%; with 50% employer match about $429,422 at 4% or $286,281 at 6%; with 100% employer match about $322,067 at 4% or $214,711 at 6%.
201213$944,861$77,105$25,702iApproximate average salary by contribution assumption: employee only about $642,542 at 4% or $428,361 at 6%; with 50% employer match about $428,361 at 4% or $285,574 at 6%; with 100% employer match about $321,271 at 4% or $214,181 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$944,861$77,105$25,702iApproximate average salary by contribution assumption: employee only about $642,542 at 4% or $428,361 at 6%; with 50% employer match about $428,361 at 4% or $285,574 at 6%; with 100% employer match about $321,271 at 4% or $214,181 at 6%.
201113$767,436$76,648$25,549iApproximate average salary by contribution assumption: employee only about $638,733 at 4% or $425,822 at 6%; with 50% employer match about $425,822 at 4% or $283,881 at 6%; with 100% employer match about $319,367 at 4% or $212,911 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$767,436$76,648$25,549iApproximate average salary by contribution assumption: employee only about $638,733 at 4% or $425,822 at 6%; with 50% employer match about $425,822 at 4% or $283,881 at 6%; with 100% employer match about $319,367 at 4% or $212,911 at 6%.
201013$750,359$74,095$24,698iApproximate average salary by contribution assumption: employee only about $617,458 at 4% or $411,639 at 6%; with 50% employer match about $411,639 at 4% or $274,426 at 6%; with 100% employer match about $308,729 at 4% or $205,819 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$750,359$74,095$24,698iApproximate average salary by contribution assumption: employee only about $617,458 at 4% or $411,639 at 6%; with 50% employer match about $411,639 at 4% or $274,426 at 6%; with 100% employer match about $308,729 at 4% or $205,819 at 6%.
200913$572,058$73,348$24,449iApproximate average salary by contribution assumption: employee only about $611,233 at 4% or $407,489 at 6%; with 50% employer match about $407,489 at 4% or $271,659 at 6%; with 100% employer match about $305,617 at 4% or $203,744 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$572,058$73,348$24,449iApproximate average salary by contribution assumption: employee only about $611,233 at 4% or $407,489 at 6%; with 50% employer match about $407,489 at 4% or $271,659 at 6%; with 100% employer match about $305,617 at 4% or $203,744 at 6%.
200813$379,599$67,789$22,596iApproximate average salary by contribution assumption: employee only about $564,908 at 4% or $376,606 at 6%; with 50% employer match about $376,606 at 4% or $251,070 at 6%; with 100% employer match about $282,454 at 4% or $188,303 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$379,599$67,789$22,596iApproximate average salary by contribution assumption: employee only about $564,908 at 4% or $376,606 at 6%; with 50% employer match about $376,606 at 4% or $251,070 at 6%; with 100% employer match about $282,454 at 4% or $188,303 at 6%.
200713$487,184$63,441$21,147iApproximate average salary by contribution assumption: employee only about $528,675 at 4% or $352,450 at 6%; with 50% employer match about $352,450 at 4% or $234,967 at 6%; with 100% employer match about $264,338 at 4% or $176,225 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$487,184$63,441$21,147iApproximate average salary by contribution assumption: employee only about $528,675 at 4% or $352,450 at 6%; with 50% employer match about $352,450 at 4% or $234,967 at 6%; with 100% employer match about $264,338 at 4% or $176,225 at 6%.
200613$425,687$395,440$131,813iApproximate average salary by contribution assumption: employee only about $3,295,333 at 4% or $2,196,889 at 6%; with 50% employer match about $2,196,889 at 4% or $1,464,593 at 6%; with 100% employer match about $1,647,667 at 4% or $1,098,444 at 6%.
Brad D. Berman, M.D., F.A.A.P. 401K Profit Sharing Plan-3$425,687$395,440$131,813iApproximate average salary by contribution assumption: employee only about $3,295,333 at 4% or $2,196,889 at 6%; with 50% employer match about $2,196,889 at 4% or $1,464,593 at 6%; with 100% employer match about $1,647,667 at 4% or $1,098,444 at 6%.