Berkowitz, Trager, & Trager LLC
Plan context: BERKOWITZ, TRAGER & TRAGER, LLC 401K
EIN 06-1531514 • Westport, CT • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$178,379
2024 Contributions
$162,979
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $178,379 | $162,979 | $18,109iApproximate average salary by contribution assumption: employee only about $452,719 at 4% or $301,813 at 6%; with 50% employer match about $301,813 at 4% or $201,209 at 6%; with 100% employer match about $226,360 at 4% or $150,906 at 6%. |
| BERKOWITZ, TRAGER & TRAGER, LLC 401K | - | 9 | $178,379 | $162,979 | $18,109iApproximate average salary by contribution assumption: employee only about $452,719 at 4% or $301,813 at 6%; with 50% employer match about $301,813 at 4% or $201,209 at 6%; with 100% employer match about $226,360 at 4% or $150,906 at 6%. |
| 2023 | 1 | 4 | $14,578 | $13,748 | $3,437iApproximate average salary by contribution assumption: employee only about $85,925 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,189 at 6%; with 100% employer match about $42,963 at 4% or $28,642 at 6%. |
| BERKOWITZ, TRAGER & TRAGER, LLC 401K | - | 4 | $14,578 | $13,748 | $3,437iApproximate average salary by contribution assumption: employee only about $85,925 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,189 at 6%; with 100% employer match about $42,963 at 4% or $28,642 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Berkowitz, Trager, & Trager LLC 401K Plan | - | 0 | - | - | - |
| 1999 | 1 | 13 | $49,895 | $18,828 | $1,448iApproximate average salary by contribution assumption: employee only about $36,208 at 4% or $24,138 at 6%; with 50% employer match about $24,138 at 4% or $16,092 at 6%; with 100% employer match about $18,104 at 4% or $12,069 at 6%. |
| Berkowitz, Trager, & Trager LLC 401K Plan | - | 13 | $49,895 | $18,828 | $1,448iApproximate average salary by contribution assumption: employee only about $36,208 at 4% or $24,138 at 6%; with 50% employer match about $24,138 at 4% or $16,092 at 6%; with 100% employer match about $18,104 at 4% or $12,069 at 6%. |