Civic Intelligence

Forman, Itzkowitz, Berenson, & Lagreca PC.

Plan context: Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan

EIN 04-2771354 • Waltham, MA • 16 filings • 2 plans

404 Wyman StreetSuite 275Waltham, MA 02451
Current Snapshot

Latest Year

2016

2016 Participants

14

2016 Assets

$2,199,988

2016 Contributions

$81,291

Historical Graphs

Total Assets Over Time

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

$3,346,510$1,673,255$0200220092016YearValue
$2,199,988Latest year 2016

Participants Over Time

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

24120200120092016YearValue
14Latest 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
2016114$2,199,988$81,291$5,807iApproximate average salary by contribution assumption: employee only about $145,163 at 4% or $96,775 at 6%; with 50% employer match about $96,775 at 4% or $64,517 at 6%; with 100% employer match about $72,581 at 4% or $48,388 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-14$2,199,988$81,291$5,807iApproximate average salary by contribution assumption: employee only about $145,163 at 4% or $96,775 at 6%; with 50% employer match about $96,775 at 4% or $64,517 at 6%; with 100% employer match about $72,581 at 4% or $48,388 at 6%.
2015111$2,168,202$81,035$7,367iApproximate average salary by contribution assumption: employee only about $184,170 at 4% or $122,780 at 6%; with 50% employer match about $122,780 at 4% or $81,854 at 6%; with 100% employer match about $92,085 at 4% or $61,390 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-11$2,168,202$81,035$7,367iApproximate average salary by contribution assumption: employee only about $184,170 at 4% or $122,780 at 6%; with 50% employer match about $122,780 at 4% or $81,854 at 6%; with 100% employer match about $92,085 at 4% or $61,390 at 6%.
2014114$2,177,129$96,954$6,925iApproximate average salary by contribution assumption: employee only about $173,132 at 4% or $115,421 at 6%; with 50% employer match about $115,421 at 4% or $76,948 at 6%; with 100% employer match about $86,566 at 4% or $57,711 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-14$2,177,129$96,954$6,925iApproximate average salary by contribution assumption: employee only about $173,132 at 4% or $115,421 at 6%; with 50% employer match about $115,421 at 4% or $76,948 at 6%; with 100% employer match about $86,566 at 4% or $57,711 at 6%.
2013116$2,004,263$106,972$6,686iApproximate average salary by contribution assumption: employee only about $167,144 at 4% or $111,429 at 6%; with 50% employer match about $111,429 at 4% or $74,286 at 6%; with 100% employer match about $83,572 at 4% or $55,715 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-16$2,004,263$106,972$6,686iApproximate average salary by contribution assumption: employee only about $167,144 at 4% or $111,429 at 6%; with 50% employer match about $111,429 at 4% or $74,286 at 6%; with 100% employer match about $83,572 at 4% or $55,715 at 6%.
2012116$2,967,007$109,450$6,841iApproximate average salary by contribution assumption: employee only about $171,016 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-16$2,967,007$109,450$6,841iApproximate average salary by contribution assumption: employee only about $171,016 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
2011118$2,701,830$142,331$7,907iApproximate average salary by contribution assumption: employee only about $197,682 at 4% or $131,788 at 6%; with 50% employer match about $131,788 at 4% or $87,859 at 6%; with 100% employer match about $98,841 at 4% or $65,894 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-18$2,701,830$142,331$7,907iApproximate average salary by contribution assumption: employee only about $197,682 at 4% or $131,788 at 6%; with 50% employer match about $131,788 at 4% or $87,859 at 6%; with 100% employer match about $98,841 at 4% or $65,894 at 6%.
2010119$2,596,825$173,631$9,138iApproximate average salary by contribution assumption: employee only about $228,462 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-19$2,596,825$173,631$9,138iApproximate average salary by contribution assumption: employee only about $228,462 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%.
2009119$2,234,029$162,668$8,561iApproximate average salary by contribution assumption: employee only about $214,037 at 4% or $142,691 at 6%; with 50% employer match about $142,691 at 4% or $95,127 at 6%; with 100% employer match about $107,018 at 4% or $71,346 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-19$2,234,029$162,668$8,561iApproximate average salary by contribution assumption: employee only about $214,037 at 4% or $142,691 at 6%; with 50% employer match about $142,691 at 4% or $95,127 at 6%; with 100% employer match about $107,018 at 4% or $71,346 at 6%.
2008119$2,313,423$162,668$8,561iApproximate average salary by contribution assumption: employee only about $214,037 at 4% or $142,691 at 6%; with 50% employer match about $142,691 at 4% or $95,127 at 6%; with 100% employer match about $107,018 at 4% or $71,346 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-19$2,313,423$162,668$8,561iApproximate average salary by contribution assumption: employee only about $214,037 at 4% or $142,691 at 6%; with 50% employer match about $142,691 at 4% or $95,127 at 6%; with 100% employer match about $107,018 at 4% or $71,346 at 6%.
2007117$3,346,510$146,413$8,613iApproximate average salary by contribution assumption: employee only about $215,313 at 4% or $143,542 at 6%; with 50% employer match about $143,542 at 4% or $95,695 at 6%; with 100% employer match about $107,657 at 4% or $71,771 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-17$3,346,510$146,413$8,613iApproximate average salary by contribution assumption: employee only about $215,313 at 4% or $143,542 at 6%; with 50% employer match about $143,542 at 4% or $95,695 at 6%; with 100% employer match about $107,657 at 4% or $71,771 at 6%.
2006117$3,031,299$145,681$8,569iApproximate average salary by contribution assumption: employee only about $214,237 at 4% or $142,825 at 6%; with 50% employer match about $142,825 at 4% or $95,216 at 6%; with 100% employer match about $107,118 at 4% or $71,412 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-17$3,031,299$145,681$8,569iApproximate average salary by contribution assumption: employee only about $214,237 at 4% or $142,825 at 6%; with 50% employer match about $142,825 at 4% or $95,216 at 6%; with 100% employer match about $107,118 at 4% or $71,412 at 6%.
2005117$2,667,210$138,844$8,167iApproximate average salary by contribution assumption: employee only about $204,182 at 4% or $136,122 at 6%; with 50% employer match about $136,122 at 4% or $90,748 at 6%; with 100% employer match about $102,091 at 4% or $68,061 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-17$2,667,210$138,844$8,167iApproximate average salary by contribution assumption: employee only about $204,182 at 4% or $136,122 at 6%; with 50% employer match about $136,122 at 4% or $90,748 at 6%; with 100% employer match about $102,091 at 4% or $68,061 at 6%.
2004116$2,404,387$131,107$8,194iApproximate average salary by contribution assumption: employee only about $204,855 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,427 at 4% or $68,285 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-16$2,404,387$131,107$8,194iApproximate average salary by contribution assumption: employee only about $204,855 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,427 at 4% or $68,285 at 6%.
2003124$2,135,047$123,715$5,155iApproximate average salary by contribution assumption: employee only about $128,870 at 4% or $85,913 at 6%; with 50% employer match about $85,913 at 4% or $57,275 at 6%; with 100% employer match about $64,435 at 4% or $42,957 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-24$2,135,047$123,715$5,155iApproximate average salary by contribution assumption: employee only about $128,870 at 4% or $85,913 at 6%; with 50% employer match about $85,913 at 4% or $57,275 at 6%; with 100% employer match about $64,435 at 4% or $42,957 at 6%.
2002116$1,790,595$116,780$7,299iApproximate average salary by contribution assumption: employee only about $182,469 at 4% or $121,646 at 6%; with 50% employer match about $121,646 at 4% or $81,097 at 6%; with 100% employer match about $91,234 at 4% or $60,823 at 6%.
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-16$1,790,595$116,780$7,299iApproximate average salary by contribution assumption: employee only about $182,469 at 4% or $121,646 at 6%; with 50% employer match about $121,646 at 4% or $81,097 at 6%; with 100% employer match about $91,234 at 4% or $60,823 at 6%.
2001114$0$0-
Forman, Itzkowitz, Berenson, & Lagreca PC. Profit Sharing Plan-14---