Civic Intelligence

Zalkind Duncan & Bernstein LLP

Plan context: Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan

EIN 04-2552214 • Boston, MA • 26 filings • 5 plans

65A Atlantic AvenueBoston, MA 02110-3621
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$6,083,723

2024 Contributions

$591,246

Historical Graphs

Total Assets Over Time

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

$14,299,817$7,149,909$0199920132024YearValue
$6,083,723Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest 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
2024125$6,083,723$591,246$23,650iApproximate average salary by contribution assumption: employee only about $591,246 at 4% or $394,164 at 6%; with 50% employer match about $394,164 at 4% or $262,776 at 6%; with 100% employer match about $295,623 at 4% or $197,082 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-25$6,083,723$591,246$23,650iApproximate average salary by contribution assumption: employee only about $591,246 at 4% or $394,164 at 6%; with 50% employer match about $394,164 at 4% or $262,776 at 6%; with 100% employer match about $295,623 at 4% or $197,082 at 6%.
2023120$5,248,312$373,480$18,674iApproximate average salary by contribution assumption: employee only about $466,850 at 4% or $311,233 at 6%; with 50% employer match about $311,233 at 4% or $207,489 at 6%; with 100% employer match about $233,425 at 4% or $155,617 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-20$5,248,312$373,480$18,674iApproximate average salary by contribution assumption: employee only about $466,850 at 4% or $311,233 at 6%; with 50% employer match about $311,233 at 4% or $207,489 at 6%; with 100% employer match about $233,425 at 4% or $155,617 at 6%.
2022118$10,335,532$344,473$19,137iApproximate average salary by contribution assumption: employee only about $478,435 at 4% or $318,956 at 6%; with 50% employer match about $318,956 at 4% or $212,638 at 6%; with 100% employer match about $239,217 at 4% or $159,478 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-18$10,335,532$344,473$19,137iApproximate average salary by contribution assumption: employee only about $478,435 at 4% or $318,956 at 6%; with 50% employer match about $318,956 at 4% or $212,638 at 6%; with 100% employer match about $239,217 at 4% or $159,478 at 6%.
2021117$14,299,817$401,680$23,628iApproximate average salary by contribution assumption: employee only about $590,706 at 4% or $393,804 at 6%; with 50% employer match about $393,804 at 4% or $262,536 at 6%; with 100% employer match about $295,353 at 4% or $196,902 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-17$14,299,817$401,680$23,628iApproximate average salary by contribution assumption: employee only about $590,706 at 4% or $393,804 at 6%; with 50% employer match about $393,804 at 4% or $262,536 at 6%; with 100% employer match about $295,353 at 4% or $196,902 at 6%.
2020115$12,659,488$423,971$28,265iApproximate average salary by contribution assumption: employee only about $706,618 at 4% or $471,079 at 6%; with 50% employer match about $471,079 at 4% or $314,053 at 6%; with 100% employer match about $353,309 at 4% or $235,539 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-15$12,659,488$423,971$28,265iApproximate average salary by contribution assumption: employee only about $706,618 at 4% or $471,079 at 6%; with 50% employer match about $471,079 at 4% or $314,053 at 6%; with 100% employer match about $353,309 at 4% or $235,539 at 6%.
2019114$8,715,919$257,453$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-14$8,715,919$257,453$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
2018116$7,068,578$199,941$12,496iApproximate average salary by contribution assumption: employee only about $312,408 at 4% or $208,272 at 6%; with 50% employer match about $208,272 at 4% or $138,848 at 6%; with 100% employer match about $156,204 at 4% or $104,136 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-16$7,068,578$199,941$12,496iApproximate average salary by contribution assumption: employee only about $312,408 at 4% or $208,272 at 6%; with 50% employer match about $208,272 at 4% or $138,848 at 6%; with 100% employer match about $156,204 at 4% or $104,136 at 6%.
2017114$7,320,202$183,154$13,082iApproximate average salary by contribution assumption: employee only about $327,061 at 4% or $218,040 at 6%; with 50% employer match about $218,040 at 4% or $145,360 at 6%; with 100% employer match about $163,530 at 4% or $109,020 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-14$7,320,202$183,154$13,082iApproximate average salary by contribution assumption: employee only about $327,061 at 4% or $218,040 at 6%; with 50% employer match about $218,040 at 4% or $145,360 at 6%; with 100% employer match about $163,530 at 4% or $109,020 at 6%.
2016112$5,841,108$143,584$11,965iApproximate average salary by contribution assumption: employee only about $299,133 at 4% or $199,422 at 6%; with 50% employer match about $199,422 at 4% or $132,948 at 6%; with 100% employer match about $149,567 at 4% or $99,711 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-12$5,841,108$143,584$11,965iApproximate average salary by contribution assumption: employee only about $299,133 at 4% or $199,422 at 6%; with 50% employer match about $199,422 at 4% or $132,948 at 6%; with 100% employer match about $149,567 at 4% or $99,711 at 6%.
2015113$5,504,552$133,353$10,258iApproximate average salary by contribution assumption: employee only about $256,448 at 4% or $170,965 at 6%; with 50% employer match about $170,965 at 4% or $113,977 at 6%; with 100% employer match about $128,224 at 4% or $85,483 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-13$5,504,552$133,353$10,258iApproximate average salary by contribution assumption: employee only about $256,448 at 4% or $170,965 at 6%; with 50% employer match about $170,965 at 4% or $113,977 at 6%; with 100% employer match about $128,224 at 4% or $85,483 at 6%.
2014110$5,457,492$67,733$6,773iApproximate average salary by contribution assumption: employee only about $169,333 at 4% or $112,888 at 6%; with 50% employer match about $112,888 at 4% or $75,259 at 6%; with 100% employer match about $84,666 at 4% or $56,444 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-10$5,457,492$67,733$6,773iApproximate average salary by contribution assumption: employee only about $169,333 at 4% or $112,888 at 6%; with 50% employer match about $112,888 at 4% or $75,259 at 6%; with 100% employer match about $84,666 at 4% or $56,444 at 6%.
2013110$5,519,652$138,802$13,880iApproximate average salary by contribution assumption: employee only about $347,005 at 4% or $231,337 at 6%; with 50% employer match about $231,337 at 4% or $154,224 at 6%; with 100% employer match about $173,503 at 4% or $115,668 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-10$5,519,652$138,802$13,880iApproximate average salary by contribution assumption: employee only about $347,005 at 4% or $231,337 at 6%; with 50% employer match about $231,337 at 4% or $154,224 at 6%; with 100% employer match about $173,503 at 4% or $115,668 at 6%.
2012113$6,195,265$98,372$7,567iApproximate average salary by contribution assumption: employee only about $189,177 at 4% or $126,118 at 6%; with 50% employer match about $126,118 at 4% or $84,079 at 6%; with 100% employer match about $94,588 at 4% or $63,059 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-13$6,195,265$98,372$7,567iApproximate average salary by contribution assumption: employee only about $189,177 at 4% or $126,118 at 6%; with 50% employer match about $126,118 at 4% or $84,079 at 6%; with 100% employer match about $94,588 at 4% or $63,059 at 6%.
2011114$5,970,106$104,179$7,441iApproximate average salary by contribution assumption: employee only about $186,034 at 4% or $124,023 at 6%; with 50% employer match about $124,023 at 4% or $82,682 at 6%; with 100% employer match about $93,017 at 4% or $62,011 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-14$5,970,106$104,179$7,441iApproximate average salary by contribution assumption: employee only about $186,034 at 4% or $124,023 at 6%; with 50% employer match about $124,023 at 4% or $82,682 at 6%; with 100% employer match about $93,017 at 4% or $62,011 at 6%.
2010115$6,610,051$41,260$2,751iApproximate average salary by contribution assumption: employee only about $68,767 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,563 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-15$6,610,051$41,260$2,751iApproximate average salary by contribution assumption: employee only about $68,767 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,563 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
2009110$5,694,612$139,026$13,903iApproximate average salary by contribution assumption: employee only about $347,565 at 4% or $231,710 at 6%; with 50% employer match about $231,710 at 4% or $154,473 at 6%; with 100% employer match about $173,783 at 4% or $115,855 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-10$5,694,612$139,026$13,903iApproximate average salary by contribution assumption: employee only about $347,565 at 4% or $231,710 at 6%; with 50% employer match about $231,710 at 4% or $154,473 at 6%; with 100% employer match about $173,783 at 4% or $115,855 at 6%.
200815$4,028,002$228,792$45,758iApproximate average salary by contribution assumption: employee only about $1,143,960 at 4% or $762,640 at 6%; with 50% employer match about $762,640 at 4% or $508,427 at 6%; with 100% employer match about $571,980 at 4% or $381,320 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-5$4,028,002$228,792$45,758iApproximate average salary by contribution assumption: employee only about $1,143,960 at 4% or $762,640 at 6%; with 50% employer match about $762,640 at 4% or $508,427 at 6%; with 100% employer match about $571,980 at 4% or $381,320 at 6%.
200717$5,097,229$234,164$33,452iApproximate average salary by contribution assumption: employee only about $836,300 at 4% or $557,533 at 6%; with 50% employer match about $557,533 at 4% or $371,689 at 6%; with 100% employer match about $418,150 at 4% or $278,767 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-7$5,097,229$234,164$33,452iApproximate average salary by contribution assumption: employee only about $836,300 at 4% or $557,533 at 6%; with 50% employer match about $557,533 at 4% or $371,689 at 6%; with 100% employer match about $418,150 at 4% or $278,767 at 6%.
200616$0$0-
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6---
200516$4,737,798$161,567$26,928iApproximate average salary by contribution assumption: employee only about $673,196 at 4% or $448,797 at 6%; with 50% employer match about $448,797 at 4% or $299,198 at 6%; with 100% employer match about $336,598 at 4% or $224,399 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6$4,737,798$161,567$26,928iApproximate average salary by contribution assumption: employee only about $673,196 at 4% or $448,797 at 6%; with 50% employer match about $448,797 at 4% or $299,198 at 6%; with 100% employer match about $336,598 at 4% or $224,399 at 6%.
200416$4,958,445$105,748$17,625iApproximate average salary by contribution assumption: employee only about $440,617 at 4% or $293,744 at 6%; with 50% employer match about $293,744 at 4% or $195,830 at 6%; with 100% employer match about $220,308 at 4% or $146,872 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6$4,958,445$105,748$17,625iApproximate average salary by contribution assumption: employee only about $440,617 at 4% or $293,744 at 6%; with 50% employer match about $293,744 at 4% or $195,830 at 6%; with 100% employer match about $220,308 at 4% or $146,872 at 6%.
200316$3,953,051$100,688$16,781iApproximate average salary by contribution assumption: employee only about $419,533 at 4% or $279,689 at 6%; with 50% employer match about $279,689 at 4% or $186,459 at 6%; with 100% employer match about $209,767 at 4% or $139,844 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6$3,953,051$100,688$16,781iApproximate average salary by contribution assumption: employee only about $419,533 at 4% or $279,689 at 6%; with 50% employer match about $279,689 at 4% or $186,459 at 6%; with 100% employer match about $209,767 at 4% or $139,844 at 6%.
200216$2,712,012$102,560$17,093iApproximate average salary by contribution assumption: employee only about $427,333 at 4% or $284,889 at 6%; with 50% employer match about $284,889 at 4% or $189,926 at 6%; with 100% employer match about $213,667 at 4% or $142,444 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6$2,712,012$102,560$17,093iApproximate average salary by contribution assumption: employee only about $427,333 at 4% or $284,889 at 6%; with 50% employer match about $284,889 at 4% or $189,926 at 6%; with 100% employer match about $213,667 at 4% or $142,444 at 6%.
200116$0$0-
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6---
200017$0$0-
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-7---
199916$2,256,067$48,241$8,040iApproximate average salary by contribution assumption: employee only about $201,004 at 4% or $134,003 at 6%; with 50% employer match about $134,003 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,001 at 6%.
Zalkind Duncan & Bernstein LLP 401(K) Profit Shring Plan-6$2,256,067$48,241$8,040iApproximate average salary by contribution assumption: employee only about $201,004 at 4% or $134,003 at 6%; with 50% employer match about $134,003 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,001 at 6%.