Civic Intelligence

Bruce Oberfest

Plan context: BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN

EIN 11-2563918 • Chappaqua, NY • 26 filings • 4 plans

287 King StreetChappaqua, NY 10514-3431
Current Snapshot

Latest Year

2020

2020 Participants

10

2020 Assets

$1,431,479

2020 Contributions

$180,493

Historical Graphs

Total Assets Over Time

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

$1,671,460$835,730$0199920132020YearValue
$1,431,479Latest year 2020

Participants Over Time

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

1260199920112020YearValue
10Latest year 2020

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
2020110$1,431,479$180,493$18,049iApproximate average salary by contribution assumption: employee only about $451,233 at 4% or $300,822 at 6%; with 50% employer match about $300,822 at 4% or $200,548 at 6%; with 100% employer match about $225,616 at 4% or $150,411 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-10$1,431,479$180,493$18,049iApproximate average salary by contribution assumption: employee only about $451,233 at 4% or $300,822 at 6%; with 50% employer match about $300,822 at 4% or $200,548 at 6%; with 100% employer match about $225,616 at 4% or $150,411 at 6%.
2019110$1,395,019$136,913$13,691iApproximate average salary by contribution assumption: employee only about $342,283 at 4% or $228,188 at 6%; with 50% employer match about $228,188 at 4% or $152,126 at 6%; with 100% employer match about $171,141 at 4% or $114,094 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-10$1,395,019$136,913$13,691iApproximate average salary by contribution assumption: employee only about $342,283 at 4% or $228,188 at 6%; with 50% employer match about $228,188 at 4% or $152,126 at 6%; with 100% employer match about $171,141 at 4% or $114,094 at 6%.
2018110$1,440,904$136,703$13,670iApproximate average salary by contribution assumption: employee only about $341,758 at 4% or $227,838 at 6%; with 50% employer match about $227,838 at 4% or $151,892 at 6%; with 100% employer match about $170,879 at 4% or $113,919 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-10$1,440,904$136,703$13,670iApproximate average salary by contribution assumption: employee only about $341,758 at 4% or $227,838 at 6%; with 50% employer match about $227,838 at 4% or $151,892 at 6%; with 100% employer match about $170,879 at 4% or $113,919 at 6%.
201719$1,355,192$136,898$15,211iApproximate average salary by contribution assumption: employee only about $380,272 at 4% or $253,515 at 6%; with 50% employer match about $253,515 at 4% or $169,010 at 6%; with 100% employer match about $190,136 at 4% or $126,757 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-9$1,355,192$136,898$15,211iApproximate average salary by contribution assumption: employee only about $380,272 at 4% or $253,515 at 6%; with 50% employer match about $253,515 at 4% or $169,010 at 6%; with 100% employer match about $190,136 at 4% or $126,757 at 6%.
2016111$1,139,509$132,960$12,087iApproximate average salary by contribution assumption: employee only about $302,182 at 4% or $201,455 at 6%; with 50% employer match about $201,455 at 4% or $134,303 at 6%; with 100% employer match about $151,091 at 4% or $100,727 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-11$1,139,509$132,960$12,087iApproximate average salary by contribution assumption: employee only about $302,182 at 4% or $201,455 at 6%; with 50% employer match about $201,455 at 4% or $134,303 at 6%; with 100% employer match about $151,091 at 4% or $100,727 at 6%.
2015112$1,084,457$138,050$11,504iApproximate average salary by contribution assumption: employee only about $287,604 at 4% or $191,736 at 6%; with 50% employer match about $191,736 at 4% or $127,824 at 6%; with 100% employer match about $143,802 at 4% or $95,868 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-12$1,084,457$138,050$11,504iApproximate average salary by contribution assumption: employee only about $287,604 at 4% or $191,736 at 6%; with 50% employer match about $191,736 at 4% or $127,824 at 6%; with 100% employer match about $143,802 at 4% or $95,868 at 6%.
2014112$966,283$143,074$11,923iApproximate average salary by contribution assumption: employee only about $298,071 at 4% or $198,714 at 6%; with 50% employer match about $198,714 at 4% or $132,476 at 6%; with 100% employer match about $149,035 at 4% or $99,357 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-12$966,283$143,074$11,923iApproximate average salary by contribution assumption: employee only about $298,071 at 4% or $198,714 at 6%; with 50% employer match about $198,714 at 4% or $132,476 at 6%; with 100% employer match about $149,035 at 4% or $99,357 at 6%.
2013112$808,046$143,146$11,929iApproximate average salary by contribution assumption: employee only about $298,221 at 4% or $198,814 at 6%; with 50% employer match about $198,814 at 4% or $132,543 at 6%; with 100% employer match about $149,110 at 4% or $99,407 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-12$808,046$143,146$11,929iApproximate average salary by contribution assumption: employee only about $298,221 at 4% or $198,814 at 6%; with 50% employer match about $198,814 at 4% or $132,543 at 6%; with 100% employer match about $149,110 at 4% or $99,407 at 6%.
2012112$593,593$138,015$11,501iApproximate average salary by contribution assumption: employee only about $287,531 at 4% or $191,688 at 6%; with 50% employer match about $191,688 at 4% or $127,792 at 6%; with 100% employer match about $143,766 at 4% or $95,844 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-12$593,593$138,015$11,501iApproximate average salary by contribution assumption: employee only about $287,531 at 4% or $191,688 at 6%; with 50% employer match about $191,688 at 4% or $127,792 at 6%; with 100% employer match about $143,766 at 4% or $95,844 at 6%.
2011112$434,447$134,985$11,249iApproximate average salary by contribution assumption: employee only about $281,219 at 4% or $187,479 at 6%; with 50% employer match about $187,479 at 4% or $124,986 at 6%; with 100% employer match about $140,609 at 4% or $93,740 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-12$434,447$134,985$11,249iApproximate average salary by contribution assumption: employee only about $281,219 at 4% or $187,479 at 6%; with 50% employer match about $187,479 at 4% or $124,986 at 6%; with 100% employer match about $140,609 at 4% or $93,740 at 6%.
2010110$350,892$124,474$12,447iApproximate average salary by contribution assumption: employee only about $311,185 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,304 at 6%; with 100% employer match about $155,593 at 4% or $103,728 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-10$350,892$124,474$12,447iApproximate average salary by contribution assumption: employee only about $311,185 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,304 at 6%; with 100% employer match about $155,593 at 4% or $103,728 at 6%.
200919$226,378$118,667$13,185iApproximate average salary by contribution assumption: employee only about $329,631 at 4% or $219,754 at 6%; with 50% employer match about $219,754 at 4% or $146,502 at 6%; with 100% employer match about $164,815 at 4% or $109,877 at 6%.
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-9$226,378$118,667$13,185iApproximate average salary by contribution assumption: employee only about $329,631 at 4% or $219,754 at 6%; with 50% employer match about $219,754 at 4% or $146,502 at 6%; with 100% employer match about $164,815 at 4% or $109,877 at 6%.
200810$0$0-
BRUCE D. OBERFEST PROFIT SHARING & 401K PLAN-0---
200610$0$0-
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-0---
200513$1,288,396$0-
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3$1,288,396--
200413$1,244,494$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3$1,244,494$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
200313$0$0-
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3---
200213$0$0-
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3---
200133$0$0-
Bruce Oberfest Profit Sharing Plan-2---
Bruce Oberfest Money Purchase Plan-0---
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3---
200033$0$0-
Bruce Oberfest Profit Sharing Plan-2---
Bruce Oberfest Money Purchase Plan-2---
PENSION PLAN FOR BRUCE OBERFEST & ASSOCIATES-3---
199923$1,671,460$47,316$15,772iApproximate average salary by contribution assumption: employee only about $394,300 at 4% or $262,867 at 6%; with 50% employer match about $262,867 at 4% or $175,244 at 6%; with 100% employer match about $197,150 at 4% or $131,433 at 6%.
Bruce Oberfest Profit Sharing Plan-3$1,563,443--
Bruce Oberfest Money Purchase Plan-3$108,017$47,316$15,772iApproximate average salary by contribution assumption: employee only about $394,300 at 4% or $262,867 at 6%; with 50% employer match about $262,867 at 4% or $175,244 at 6%; with 100% employer match about $197,150 at 4% or $131,433 at 6%.