Civic Intelligence

Berman Devalerio & Tabacco PC.

Plan context: TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST

EIN 94-3227819 • San Francisco, CA • 35 filings • 7 plans

425 California Street, Suite 2300San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$14,041,641

2024 Contributions

$298,867

Historical Graphs

Total Assets Over Time

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

$14,041,641$7,020,821$0200420152024YearValue
$14,041,641Latest year 2024

Participants Over Time

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

27140200420142024YearValue
26Latest 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
2024126$14,041,641$298,867$11,495iApproximate average salary by contribution assumption: employee only about $287,372 at 4% or $191,581 at 6%; with 50% employer match about $191,581 at 4% or $127,721 at 6%; with 100% employer match about $143,686 at 4% or $95,791 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-26$14,041,641$298,867$11,495iApproximate average salary by contribution assumption: employee only about $287,372 at 4% or $191,581 at 6%; with 50% employer match about $191,581 at 4% or $127,721 at 6%; with 100% employer match about $143,686 at 4% or $95,791 at 6%.
2023124$12,089,503$524,131$21,839iApproximate average salary by contribution assumption: employee only about $545,970 at 4% or $363,980 at 6%; with 50% employer match about $363,980 at 4% or $242,653 at 6%; with 100% employer match about $272,985 at 4% or $181,990 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-24$12,089,503$524,131$21,839iApproximate average salary by contribution assumption: employee only about $545,970 at 4% or $363,980 at 6%; with 50% employer match about $363,980 at 4% or $242,653 at 6%; with 100% employer match about $272,985 at 4% or $181,990 at 6%.
2022122$9,762,254$518,210$23,555iApproximate average salary by contribution assumption: employee only about $588,875 at 4% or $392,583 at 6%; with 50% employer match about $392,583 at 4% or $261,722 at 6%; with 100% employer match about $294,438 at 4% or $196,292 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-22$9,762,254$518,210$23,555iApproximate average salary by contribution assumption: employee only about $588,875 at 4% or $392,583 at 6%; with 50% employer match about $392,583 at 4% or $261,722 at 6%; with 100% employer match about $294,438 at 4% or $196,292 at 6%.
2021124$11,189,743$607,251$25,302iApproximate average salary by contribution assumption: employee only about $632,553 at 4% or $421,702 at 6%; with 50% employer match about $421,702 at 4% or $281,135 at 6%; with 100% employer match about $316,277 at 4% or $210,851 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-24$11,189,743$607,251$25,302iApproximate average salary by contribution assumption: employee only about $632,553 at 4% or $421,702 at 6%; with 50% employer match about $421,702 at 4% or $281,135 at 6%; with 100% employer match about $316,277 at 4% or $210,851 at 6%.
2020121$9,065,623$324,349$15,445iApproximate average salary by contribution assumption: employee only about $386,130 at 4% or $257,420 at 6%; with 50% employer match about $257,420 at 4% or $171,613 at 6%; with 100% employer match about $193,065 at 4% or $128,710 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-21$9,065,623$324,349$15,445iApproximate average salary by contribution assumption: employee only about $386,130 at 4% or $257,420 at 6%; with 50% employer match about $257,420 at 4% or $171,613 at 6%; with 100% employer match about $193,065 at 4% or $128,710 at 6%.
2019121$7,950,678$366,994$17,476iApproximate average salary by contribution assumption: employee only about $436,898 at 4% or $291,265 at 6%; with 50% employer match about $291,265 at 4% or $194,177 at 6%; with 100% employer match about $218,449 at 4% or $145,633 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-21$7,950,678$366,994$17,476iApproximate average salary by contribution assumption: employee only about $436,898 at 4% or $291,265 at 6%; with 50% employer match about $291,265 at 4% or $194,177 at 6%; with 100% employer match about $218,449 at 4% or $145,633 at 6%.
2018120$6,284,837$369,161$18,458iApproximate average salary by contribution assumption: employee only about $461,451 at 4% or $307,634 at 6%; with 50% employer match about $307,634 at 4% or $205,089 at 6%; with 100% employer match about $230,726 at 4% or $153,817 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-20$6,284,837$369,161$18,458iApproximate average salary by contribution assumption: employee only about $461,451 at 4% or $307,634 at 6%; with 50% employer match about $307,634 at 4% or $205,089 at 6%; with 100% employer match about $230,726 at 4% or $153,817 at 6%.
2017125$6,519,309$330,500$13,220iApproximate average salary by contribution assumption: employee only about $330,500 at 4% or $220,333 at 6%; with 50% employer match about $220,333 at 4% or $146,889 at 6%; with 100% employer match about $165,250 at 4% or $110,167 at 6%.
TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST-25$6,519,309$330,500$13,220iApproximate average salary by contribution assumption: employee only about $330,500 at 4% or $220,333 at 6%; with 50% employer match about $220,333 at 4% or $146,889 at 6%; with 100% employer match about $165,250 at 4% or $110,167 at 6%.
2016223$5,314,133$486,397$21,148iApproximate average salary by contribution assumption: employee only about $528,692 at 4% or $352,462 at 6%; with 50% employer match about $352,462 at 4% or $234,974 at 6%; with 100% employer match about $264,346 at 4% or $176,231 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-23$5,314,133$486,397$21,148iApproximate average salary by contribution assumption: employee only about $528,692 at 4% or $352,462 at 6%; with 50% employer match about $352,462 at 4% or $234,974 at 6%; with 100% employer match about $264,346 at 4% or $176,231 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-0$0$0-
2015223$8,303,602$308,352$13,407iApproximate average salary by contribution assumption: employee only about $335,165 at 4% or $223,443 at 6%; with 50% employer match about $223,443 at 4% or $148,962 at 6%; with 100% employer match about $167,583 at 4% or $111,722 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-23$4,397,658$308,352$13,407iApproximate average salary by contribution assumption: employee only about $335,165 at 4% or $223,443 at 6%; with 50% employer match about $223,443 at 4% or $148,962 at 6%; with 100% employer match about $167,583 at 4% or $111,722 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-22$3,905,944$0-
2014223$8,598,698$985,408$42,844iApproximate average salary by contribution assumption: employee only about $1,071,096 at 4% or $714,064 at 6%; with 50% employer match about $714,064 at 4% or $476,043 at 6%; with 100% employer match about $535,548 at 4% or $357,032 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-23$4,453,469$485,408$21,105iApproximate average salary by contribution assumption: employee only about $527,617 at 4% or $351,745 at 6%; with 50% employer match about $351,745 at 4% or $234,497 at 6%; with 100% employer match about $263,809 at 4% or $175,872 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-22$4,145,229$500,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2013222$6,839,530$681,435$30,974iApproximate average salary by contribution assumption: employee only about $774,358 at 4% or $516,239 at 6%; with 50% employer match about $516,239 at 4% or $344,159 at 6%; with 100% employer match about $387,179 at 4% or $258,119 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-22$3,729,278$276,435$12,565iApproximate average salary by contribution assumption: employee only about $314,131 at 4% or $209,420 at 6%; with 50% employer match about $209,420 at 4% or $139,614 at 6%; with 100% employer match about $157,065 at 4% or $104,710 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-22$3,110,252$405,000$18,409iApproximate average salary by contribution assumption: employee only about $460,227 at 4% or $306,818 at 6%; with 50% employer match about $306,818 at 4% or $204,545 at 6%; with 100% employer match about $230,114 at 4% or $153,409 at 6%.
2012226$5,852,785$580,865$22,341iApproximate average salary by contribution assumption: employee only about $558,524 at 4% or $372,349 at 6%; with 50% employer match about $372,349 at 4% or $248,233 at 6%; with 100% employer match about $279,262 at 4% or $186,175 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-26$3,068,497$280,865$10,803iApproximate average salary by contribution assumption: employee only about $270,063 at 4% or $180,042 at 6%; with 50% employer match about $180,042 at 4% or $120,028 at 6%; with 100% employer match about $135,031 at 4% or $90,021 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-22$2,784,288$300,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2011223$4,747,335$645,899$28,083iApproximate average salary by contribution assumption: employee only about $702,064 at 4% or $468,043 at 6%; with 50% employer match about $468,043 at 4% or $312,029 at 6%; with 100% employer match about $351,032 at 4% or $234,021 at 6%.
BERMAN DEVALERIO & TABACCO, P.C. 401(K) PLAN-22$2,456,004$319,899$14,541iApproximate average salary by contribution assumption: employee only about $363,522 at 4% or $242,348 at 6%; with 50% employer match about $242,348 at 4% or $161,565 at 6%; with 100% employer match about $181,761 at 4% or $121,174 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-23$2,291,331$326,000$14,174iApproximate average salary by contribution assumption: employee only about $354,348 at 4% or $236,232 at 6%; with 50% employer match about $236,232 at 4% or $157,488 at 6%; with 100% employer match about $177,174 at 4% or $118,116 at 6%.
2010227$4,330,071$1,025,229$37,971iApproximate average salary by contribution assumption: employee only about $949,286 at 4% or $632,857 at 6%; with 50% employer match about $632,857 at 4% or $421,905 at 6%; with 100% employer match about $474,643 at 4% or $316,429 at 6%.
BERMAN, DEVALERIO, PEASE & TABACCO 401(K) PLAN-27$2,409,000$525,229$19,453iApproximate average salary by contribution assumption: employee only about $486,323 at 4% or $324,215 at 6%; with 50% employer match about $324,215 at 4% or $216,144 at 6%; with 100% employer match about $243,162 at 4% or $162,108 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-22$1,921,071$500,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2009225$2,994,051$684,970$27,399iApproximate average salary by contribution assumption: employee only about $684,970 at 4% or $456,647 at 6%; with 50% employer match about $456,647 at 4% or $304,431 at 6%; with 100% employer match about $342,485 at 4% or $228,323 at 6%.
BERMAN, DEVALERIO, PEASE & TABACCO 401K PLAN-25$1,624,814$376,348$15,054iApproximate average salary by contribution assumption: employee only about $376,348 at 4% or $250,899 at 6%; with 50% employer match about $250,899 at 4% or $167,266 at 6%; with 100% employer match about $188,174 at 4% or $125,449 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-20$1,369,237$308,622$15,431iApproximate average salary by contribution assumption: employee only about $385,778 at 4% or $257,185 at 6%; with 50% employer match about $257,185 at 4% or $171,457 at 6%; with 100% employer match about $192,889 at 4% or $128,593 at 6%.
2008216$0$0-
BERMAN, DEVALERIO, PEASE & TABACCO 401 K PLAN-16---
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-16---
2007320$0$0-
BERMAN, DEVALERIO, PEASE & TABACCO 401K PLAN-20---
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-15---
BERMAN, DEVALERIO, PEASE & TABACCO 401 K PLAN-20---
2006212$1,407,803$479,183$39,932iApproximate average salary by contribution assumption: employee only about $998,298 at 4% or $665,532 at 6%; with 50% employer match about $665,532 at 4% or $443,688 at 6%; with 100% employer match about $499,149 at 4% or $332,766 at 6%.
BERMAN, DEVALERIO, PEASE & TABACCO 401K PLAN-12$774,217$269,402$22,450iApproximate average salary by contribution assumption: employee only about $561,254 at 4% or $374,169 at 6%; with 50% employer match about $374,169 at 4% or $249,446 at 6%; with 100% employer match about $280,627 at 4% or $187,085 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-12$633,586$209,781$17,482iApproximate average salary by contribution assumption: employee only about $437,044 at 4% or $291,363 at 6%; with 50% employer match about $291,363 at 4% or $194,242 at 6%; with 100% employer match about $218,522 at 4% or $145,681 at 6%.
2005210$829,810$475,216$47,522iApproximate average salary by contribution assumption: employee only about $1,188,040 at 4% or $792,027 at 6%; with 50% employer match about $792,027 at 4% or $528,018 at 6%; with 100% employer match about $594,020 at 4% or $396,013 at 6%.
BERMAN, DEVALERIO, PEASE & TABACCO 401K PLAN-10$450,692$292,478$29,248iApproximate average salary by contribution assumption: employee only about $731,195 at 4% or $487,463 at 6%; with 50% employer match about $487,463 at 4% or $324,976 at 6%; with 100% employer match about $365,598 at 4% or $243,732 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-10$379,118$182,738$18,274iApproximate average salary by contribution assumption: employee only about $456,845 at 4% or $304,563 at 6%; with 50% employer match about $304,563 at 4% or $203,042 at 6%; with 100% employer match about $228,423 at 4% or $152,282 at 6%.
2004212$357,240$350,116$29,176iApproximate average salary by contribution assumption: employee only about $729,408 at 4% or $486,272 at 6%; with 50% employer match about $486,272 at 4% or $324,181 at 6%; with 100% employer match about $364,704 at 4% or $243,136 at 6%.
Berman, Devalerio & Tabacco Defined Benefit Pension Plan-9$191,762$191,762$21,307iApproximate average salary by contribution assumption: employee only about $532,672 at 4% or $355,115 at 6%; with 50% employer match about $355,115 at 4% or $236,743 at 6%; with 100% employer match about $266,336 at 4% or $177,557 at 6%.
BERMAN, DEVALERIO, PEASE & TABACCO 401K PLAN-12$165,478$158,354$13,196iApproximate average salary by contribution assumption: employee only about $329,904 at 4% or $219,936 at 6%; with 50% employer match about $219,936 at 4% or $146,624 at 6%; with 100% employer match about $164,952 at 4% or $109,968 at 6%.