Cohen Bergman & Klepper, M.D.S PC
Plan context: Cohen Bergman & Klepper 401K Plan
EIN 11-3255508 • Huntington, NY • 48 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
40
2024 Assets
$6,153,332
2024 Contributions
$557,424
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 | 40 | $6,153,332 | $557,424 | $13,936iApproximate average salary by contribution assumption: employee only about $348,390 at 4% or $232,260 at 6%; with 50% employer match about $232,260 at 4% or $154,840 at 6%; with 100% employer match about $174,195 at 4% or $116,130 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 40 | $6,153,332 | $557,424 | $13,936iApproximate average salary by contribution assumption: employee only about $348,390 at 4% or $232,260 at 6%; with 50% employer match about $232,260 at 4% or $154,840 at 6%; with 100% employer match about $174,195 at 4% or $116,130 at 6%. |
| 2023 | 1 | 37 | $6,551,372 | $437,221 | $11,817iApproximate average salary by contribution assumption: employee only about $295,420 at 4% or $196,946 at 6%; with 50% employer match about $196,946 at 4% or $131,298 at 6%; with 100% employer match about $147,710 at 4% or $98,473 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 37 | $6,551,372 | $437,221 | $11,817iApproximate average salary by contribution assumption: employee only about $295,420 at 4% or $196,946 at 6%; with 50% employer match about $196,946 at 4% or $131,298 at 6%; with 100% employer match about $147,710 at 4% or $98,473 at 6%. |
| 2022 | 1 | 34 | $5,534,062 | $423,058 | $12,443iApproximate average salary by contribution assumption: employee only about $311,072 at 4% or $207,381 at 6%; with 50% employer match about $207,381 at 4% or $138,254 at 6%; with 100% employer match about $155,536 at 4% or $103,691 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 34 | $5,534,062 | $423,058 | $12,443iApproximate average salary by contribution assumption: employee only about $311,072 at 4% or $207,381 at 6%; with 50% employer match about $207,381 at 4% or $138,254 at 6%; with 100% employer match about $155,536 at 4% or $103,691 at 6%. |
| 2021 | 1 | 31 | $6,011,395 | $386,056 | $12,453iApproximate average salary by contribution assumption: employee only about $311,335 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,371 at 6%; with 100% employer match about $155,668 at 4% or $103,778 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 31 | $6,011,395 | $386,056 | $12,453iApproximate average salary by contribution assumption: employee only about $311,335 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,371 at 6%; with 100% employer match about $155,668 at 4% or $103,778 at 6%. |
| 2020 | 2 | 18 | $5,049,122 | $748,137 | $41,563iApproximate average salary by contribution assumption: employee only about $1,039,079 at 4% or $692,719 at 6%; with 50% employer match about $692,719 at 4% or $461,813 at 6%; with 100% employer match about $519,540 at 4% or $346,360 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 18 | $5,049,122 | $142,907 | $7,939iApproximate average salary by contribution assumption: employee only about $198,482 at 4% or $132,321 at 6%; with 50% employer match about $132,321 at 4% or $88,214 at 6%; with 100% employer match about $99,241 at 4% or $66,161 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 0 | - | $605,230 | - |
| 2019 | 2 | 24 | $10,154,480 | $169,078 | $7,045iApproximate average salary by contribution assumption: employee only about $176,123 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,277 at 6%; with 100% employer match about $88,061 at 4% or $58,708 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 24 | $5,202,898 | $169,078 | $7,045iApproximate average salary by contribution assumption: employee only about $176,123 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,277 at 6%; with 100% employer match about $88,061 at 4% or $58,708 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $4,951,582 | - | - |
| 2018 | 2 | 22 | $8,509,397 | $327,112 | $14,869iApproximate average salary by contribution assumption: employee only about $371,718 at 4% or $247,812 at 6%; with 50% employer match about $247,812 at 4% or $165,208 at 6%; with 100% employer match about $185,859 at 4% or $123,906 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 22 | $4,280,920 | $147,112 | $6,687iApproximate average salary by contribution assumption: employee only about $167,173 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,299 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $4,228,477 | $180,000 | $25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%. |
| 2017 | 2 | 20 | $8,690,927 | $394,194 | $19,710iApproximate average salary by contribution assumption: employee only about $492,743 at 4% or $328,495 at 6%; with 50% employer match about $328,495 at 4% or $218,997 at 6%; with 100% employer match about $246,371 at 4% or $164,248 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 20 | $4,364,272 | $144,194 | $7,210iApproximate average salary by contribution assumption: employee only about $180,243 at 4% or $120,162 at 6%; with 50% employer match about $120,162 at 4% or $80,108 at 6%; with 100% employer match about $90,121 at 4% or $60,081 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $4,326,655 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2016 | 2 | 20 | $7,412,955 | $348,155 | $17,408iApproximate average salary by contribution assumption: employee only about $435,194 at 4% or $290,129 at 6%; with 50% employer match about $290,129 at 4% or $193,419 at 6%; with 100% employer match about $217,597 at 4% or $145,065 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $3,725,309 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 20 | $3,687,646 | $148,155 | $7,408iApproximate average salary by contribution assumption: employee only about $185,194 at 4% or $123,463 at 6%; with 50% employer match about $123,463 at 4% or $82,308 at 6%; with 100% employer match about $92,597 at 4% or $61,731 at 6%. |
| 2015 | 2 | 20 | $7,987,679 | $313,855 | $15,693iApproximate average salary by contribution assumption: employee only about $392,319 at 4% or $261,546 at 6%; with 50% employer match about $261,546 at 4% or $174,364 at 6%; with 100% employer match about $196,159 at 4% or $130,773 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 20 | $4,569,308 | $113,855 | $5,693iApproximate average salary by contribution assumption: employee only about $142,319 at 4% or $94,879 at 6%; with 50% employer match about $94,879 at 4% or $63,253 at 6%; with 100% employer match about $71,159 at 4% or $47,440 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $3,418,371 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| 2014 | 2 | 19 | $7,838,592 | $404,355 | $21,282iApproximate average salary by contribution assumption: employee only about $532,046 at 4% or $354,697 at 6%; with 50% employer match about $354,697 at 4% or $236,465 at 6%; with 100% employer match about $266,023 at 4% or $177,349 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 19 | $4,530,849 | $129,355 | $6,808iApproximate average salary by contribution assumption: employee only about $170,204 at 4% or $113,469 at 6%; with 50% employer match about $113,469 at 4% or $75,646 at 6%; with 100% employer match about $85,102 at 4% or $56,735 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 7 | $3,307,743 | $275,000 | $39,286iApproximate average salary by contribution assumption: employee only about $982,143 at 4% or $654,762 at 6%; with 50% employer match about $654,762 at 4% or $436,508 at 6%; with 100% employer match about $491,071 at 4% or $327,381 at 6%. |
| 2013 | 2 | 19 | $9,761,063 | $462,387 | $24,336iApproximate average salary by contribution assumption: employee only about $608,404 at 4% or $405,603 at 6%; with 50% employer match about $405,603 at 4% or $270,402 at 6%; with 100% employer match about $304,202 at 4% or $202,801 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 12 | $5,243,182 | $332,600 | $27,717iApproximate average salary by contribution assumption: employee only about $692,917 at 4% or $461,944 at 6%; with 50% employer match about $461,944 at 4% or $307,963 at 6%; with 100% employer match about $346,458 at 4% or $230,972 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 19 | $4,517,881 | $129,787 | $6,831iApproximate average salary by contribution assumption: employee only about $170,772 at 4% or $113,848 at 6%; with 50% employer match about $113,848 at 4% or $75,899 at 6%; with 100% employer match about $85,386 at 4% or $56,924 at 6%. |
| 2012 | 2 | 22 | $9,081,407 | $578,113 | $26,278iApproximate average salary by contribution assumption: employee only about $656,947 at 4% or $437,964 at 6%; with 50% employer match about $437,964 at 4% or $291,976 at 6%; with 100% employer match about $328,473 at 4% or $218,982 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 12 | $4,869,444 | $433,000 | $36,083iApproximate average salary by contribution assumption: employee only about $902,083 at 4% or $601,389 at 6%; with 50% employer match about $601,389 at 4% or $400,926 at 6%; with 100% employer match about $451,042 at 4% or $300,694 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 22 | $4,211,963 | $145,113 | $6,596iApproximate average salary by contribution assumption: employee only about $164,901 at 4% or $109,934 at 6%; with 50% employer match about $109,934 at 4% or $73,289 at 6%; with 100% employer match about $82,451 at 4% or $54,967 at 6%. |
| 2011 | 2 | 23 | $7,951,315 | $551,238 | $23,967iApproximate average salary by contribution assumption: employee only about $599,172 at 4% or $399,448 at 6%; with 50% employer match about $399,448 at 4% or $266,299 at 6%; with 100% employer match about $299,586 at 4% or $199,724 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 15 | $4,237,543 | $413,700 | $27,580iApproximate average salary by contribution assumption: employee only about $689,500 at 4% or $459,667 at 6%; with 50% employer match about $459,667 at 4% or $306,444 at 6%; with 100% employer match about $344,750 at 4% or $229,833 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 23 | $3,713,772 | $137,538 | $5,980iApproximate average salary by contribution assumption: employee only about $149,498 at 4% or $99,665 at 6%; with 50% employer match about $99,665 at 4% or $66,443 at 6%; with 100% employer match about $74,749 at 4% or $49,833 at 6%. |
| 2010 | 2 | 24 | $7,309,293 | $560,543 | $23,356iApproximate average salary by contribution assumption: employee only about $583,899 at 4% or $389,266 at 6%; with 50% employer match about $389,266 at 4% or $259,511 at 6%; with 100% employer match about $291,949 at 4% or $194,633 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 13 | $3,691,334 | $402,000 | $30,923iApproximate average salary by contribution assumption: employee only about $773,077 at 4% or $515,385 at 6%; with 50% employer match about $515,385 at 4% or $343,590 at 6%; with 100% employer match about $386,538 at 4% or $257,692 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 24 | $3,617,959 | $158,543 | $6,606iApproximate average salary by contribution assumption: employee only about $165,149 at 4% or $110,099 at 6%; with 50% employer match about $110,099 at 4% or $73,400 at 6%; with 100% employer match about $82,574 at 4% or $55,050 at 6%. |
| 2009 | 2 | 26 | $6,382,475 | $597,359 | $22,975iApproximate average salary by contribution assumption: employee only about $574,384 at 4% or $382,922 at 6%; with 50% employer match about $382,922 at 4% or $255,282 at 6%; with 100% employer match about $287,192 at 4% or $191,461 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | $3,195,991 | $417,462 | $37,951iApproximate average salary by contribution assumption: employee only about $948,777 at 4% or $632,518 at 6%; with 50% employer match about $632,518 at 4% or $421,679 at 6%; with 100% employer match about $474,389 at 4% or $316,259 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 26 | $3,186,484 | $179,897 | $6,919iApproximate average salary by contribution assumption: employee only about $172,978 at 4% or $115,319 at 6%; with 50% employer match about $115,319 at 4% or $76,879 at 6%; with 100% employer match about $86,489 at 4% or $57,659 at 6%. |
| 2008 | 2 | 21 | $2,423,416 | $178,039 | $8,478iApproximate average salary by contribution assumption: employee only about $211,951 at 4% or $141,301 at 6%; with 50% employer match about $141,301 at 4% or $94,201 at 6%; with 100% employer match about $105,976 at 4% or $70,650 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 21 | $2,423,416 | $178,039 | $8,478iApproximate average salary by contribution assumption: employee only about $211,951 at 4% or $141,301 at 6%; with 50% employer match about $141,301 at 4% or $94,201 at 6%; with 100% employer match about $105,976 at 4% or $70,650 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | - | - | - |
| 2007 | 2 | 21 | $3,513,207 | $183,947 | $8,759iApproximate average salary by contribution assumption: employee only about $218,985 at 4% or $145,990 at 6%; with 50% employer match about $145,990 at 4% or $97,326 at 6%; with 100% employer match about $109,492 at 4% or $72,995 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 21 | $3,513,207 | $183,947 | $8,759iApproximate average salary by contribution assumption: employee only about $218,985 at 4% or $145,990 at 6%; with 50% employer match about $145,990 at 4% or $97,326 at 6%; with 100% employer match about $109,492 at 4% or $72,995 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 12 | - | - | - |
| 2006 | 2 | 21 | $5,529,726 | $609,204 | $29,010iApproximate average salary by contribution assumption: employee only about $725,243 at 4% or $483,495 at 6%; with 50% employer match about $483,495 at 4% or $322,330 at 6%; with 100% employer match about $362,621 at 4% or $241,748 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 21 | $3,424,978 | $197,105 | $9,386iApproximate average salary by contribution assumption: employee only about $234,649 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,288 at 6%; with 100% employer match about $117,324 at 4% or $78,216 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | $2,104,748 | $412,099 | $37,464iApproximate average salary by contribution assumption: employee only about $936,589 at 4% or $624,392 at 6%; with 50% employer match about $624,392 at 4% or $416,262 at 6%; with 100% employer match about $468,294 at 4% or $312,196 at 6%. |
| 2005 | 2 | 20 | $4,424,549 | $541,269 | $27,063iApproximate average salary by contribution assumption: employee only about $676,586 at 4% or $451,058 at 6%; with 50% employer match about $451,058 at 4% or $300,705 at 6%; with 100% employer match about $338,293 at 4% or $225,529 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 20 | $2,881,200 | $156,667 | $7,833iApproximate average salary by contribution assumption: employee only about $195,834 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | $1,543,349 | $384,602 | $34,964iApproximate average salary by contribution assumption: employee only about $874,095 at 4% or $582,730 at 6%; with 50% employer match about $582,730 at 4% or $388,487 at 6%; with 100% employer match about $437,048 at 4% or $291,365 at 6%. |
| 2004 | 2 | 21 | $3,723,765 | $505,247 | $24,059iApproximate average salary by contribution assumption: employee only about $601,485 at 4% or $400,990 at 6%; with 50% employer match about $400,990 at 4% or $267,326 at 6%; with 100% employer match about $300,742 at 4% or $200,495 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 21 | $2,598,793 | $151,509 | $7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,245 at 6%; with 50% employer match about $120,245 at 4% or $80,163 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | $1,124,972 | $353,738 | $32,158iApproximate average salary by contribution assumption: employee only about $803,950 at 4% or $535,967 at 6%; with 50% employer match about $535,967 at 4% or $357,311 at 6%; with 100% employer match about $401,975 at 4% or $267,983 at 6%. |
| 2003 | 2 | 23 | $704,012 | $343,982 | $14,956iApproximate average salary by contribution assumption: employee only about $373,893 at 4% or $249,262 at 6%; with 50% employer match about $249,262 at 4% or $166,175 at 6%; with 100% employer match about $186,947 at 4% or $124,631 at 6%. |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 13 | $704,012 | $343,982 | $26,460iApproximate average salary by contribution assumption: employee only about $661,504 at 4% or $441,003 at 6%; with 50% employer match about $441,003 at 4% or $294,002 at 6%; with 100% employer match about $330,752 at 4% or $220,501 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 23 | - | - | - |
| 2002 | 2 | 18 | $0 | $0 | - |
| Cohen Bergman & Klepper, M.D.S PC. Defined Benefit Pension Plan | - | 11 | - | - | - |
| Cohen Bergman & Klepper 401K Plan | - | 18 | - | - | - |
| 2001 | 2 | 13 | $1,883,007 | $125,597 | $9,661iApproximate average salary by contribution assumption: employee only about $241,533 at 4% or $161,022 at 6%; with 50% employer match about $161,022 at 4% or $107,348 at 6%; with 100% employer match about $120,766 at 4% or $80,511 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 13 | $1,883,007 | $125,597 | $9,661iApproximate average salary by contribution assumption: employee only about $241,533 at 4% or $161,022 at 6%; with 50% employer match about $161,022 at 4% or $107,348 at 6%; with 100% employer match about $120,766 at 4% or $80,511 at 6%. |
| Cohen Bergman & Klepper Money Purchase Plan | - | 0 | - | - | - |
| 2000 | 2 | 14 | $1,973,760 | $138,379 | $9,884iApproximate average salary by contribution assumption: employee only about $247,105 at 4% or $164,737 at 6%; with 50% employer match about $164,737 at 4% or $109,825 at 6%; with 100% employer match about $123,553 at 4% or $82,368 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 14 | $1,557,498 | $90,770 | $6,484iApproximate average salary by contribution assumption: employee only about $162,089 at 4% or $108,060 at 6%; with 50% employer match about $108,060 at 4% or $72,040 at 6%; with 100% employer match about $81,045 at 4% or $54,030 at 6%. |
| Cohen Bergman & Klepper Money Purchase Plan | - | 14 | $416,262 | $47,609 | $3,401iApproximate average salary by contribution assumption: employee only about $85,016 at 4% or $56,677 at 6%; with 50% employer match about $56,677 at 4% or $37,785 at 6%; with 100% employer match about $42,508 at 4% or $28,339 at 6%. |
| 1999 | 2 | 13 | $1,838,213 | $134,518 | $10,348iApproximate average salary by contribution assumption: employee only about $258,688 at 4% or $172,459 at 6%; with 50% employer match about $172,459 at 4% or $114,973 at 6%; with 100% employer match about $129,344 at 4% or $86,229 at 6%. |
| Cohen Bergman & Klepper 401K Plan | - | 13 | $1,467,581 | $91,834 | $7,064iApproximate average salary by contribution assumption: employee only about $176,604 at 4% or $117,736 at 6%; with 50% employer match about $117,736 at 4% or $78,491 at 6%; with 100% employer match about $88,302 at 4% or $58,868 at 6%. |
| Cohen Bergman & Klepper Money Purchase Plan | - | 13 | $370,632 | $42,684 | $3,283iApproximate average salary by contribution assumption: employee only about $82,085 at 4% or $54,723 at 6%; with 50% employer match about $54,723 at 4% or $36,482 at 6%; with 100% employer match about $41,042 at 4% or $27,362 at 6%. |