Civic Intelligence

Bernstein Financial Group LLC

Plan context: Bernstein Financial Group 401(K) Profit Sharing Plan

EIN 11-3288123 • Garden City, NY • 22 filings • 3 plans

666 Old Country RoadSuite 104Garden City, NY 11530
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$10,350,860

2021 Contributions

$327,671

Historical Graphs

Total Assets Over Time

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

$10,350,860$5,175,430$0200220132021YearValue
$10,350,860Latest year 2021

Participants Over Time

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

1470200020112021YearValue
8Latest year 2021

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
202118$10,350,860$327,671$40,959iApproximate average salary by contribution assumption: employee only about $1,023,972 at 4% or $682,648 at 6%; with 50% employer match about $682,648 at 4% or $455,099 at 6%; with 100% employer match about $511,986 at 4% or $341,324 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-8$10,350,860$327,671$40,959iApproximate average salary by contribution assumption: employee only about $1,023,972 at 4% or $682,648 at 6%; with 50% employer match about $682,648 at 4% or $455,099 at 6%; with 100% employer match about $511,986 at 4% or $341,324 at 6%.
202018$8,758,289$306,469$38,309iApproximate average salary by contribution assumption: employee only about $957,716 at 4% or $638,477 at 6%; with 50% employer match about $638,477 at 4% or $425,651 at 6%; with 100% employer match about $478,858 at 4% or $319,239 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-8$8,758,289$306,469$38,309iApproximate average salary by contribution assumption: employee only about $957,716 at 4% or $638,477 at 6%; with 50% employer match about $638,477 at 4% or $425,651 at 6%; with 100% employer match about $478,858 at 4% or $319,239 at 6%.
201918$7,147,898$275,112$34,389iApproximate average salary by contribution assumption: employee only about $859,725 at 4% or $573,150 at 6%; with 50% employer match about $573,150 at 4% or $382,100 at 6%; with 100% employer match about $429,863 at 4% or $286,575 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-8$7,147,898$275,112$34,389iApproximate average salary by contribution assumption: employee only about $859,725 at 4% or $573,150 at 6%; with 50% employer match about $573,150 at 4% or $382,100 at 6%; with 100% employer match about $429,863 at 4% or $286,575 at 6%.
2018110$5,550,003$120,670$12,067iApproximate average salary by contribution assumption: employee only about $301,675 at 4% or $201,117 at 6%; with 50% employer match about $201,117 at 4% or $134,078 at 6%; with 100% employer match about $150,838 at 4% or $100,558 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-10$5,550,003$120,670$12,067iApproximate average salary by contribution assumption: employee only about $301,675 at 4% or $201,117 at 6%; with 50% employer match about $201,117 at 4% or $134,078 at 6%; with 100% employer match about $150,838 at 4% or $100,558 at 6%.
201719$5,844,503$266,680$29,631iApproximate average salary by contribution assumption: employee only about $740,778 at 4% or $493,852 at 6%; with 50% employer match about $493,852 at 4% or $329,235 at 6%; with 100% employer match about $370,389 at 4% or $246,926 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-9$5,844,503$266,680$29,631iApproximate average salary by contribution assumption: employee only about $740,778 at 4% or $493,852 at 6%; with 50% employer match about $493,852 at 4% or $329,235 at 6%; with 100% employer match about $370,389 at 4% or $246,926 at 6%.
2016110$5,762,139$291,293$29,129iApproximate average salary by contribution assumption: employee only about $728,233 at 4% or $485,488 at 6%; with 50% employer match about $485,488 at 4% or $323,659 at 6%; with 100% employer match about $364,116 at 4% or $242,744 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-10$5,762,139$291,293$29,129iApproximate average salary by contribution assumption: employee only about $728,233 at 4% or $485,488 at 6%; with 50% employer match about $485,488 at 4% or $323,659 at 6%; with 100% employer match about $364,116 at 4% or $242,744 at 6%.
2015112$5,276,993$265,998$22,167iApproximate average salary by contribution assumption: employee only about $554,163 at 4% or $369,442 at 6%; with 50% employer match about $369,442 at 4% or $246,294 at 6%; with 100% employer match about $277,081 at 4% or $184,721 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$5,276,993$265,998$22,167iApproximate average salary by contribution assumption: employee only about $554,163 at 4% or $369,442 at 6%; with 50% employer match about $369,442 at 4% or $246,294 at 6%; with 100% employer match about $277,081 at 4% or $184,721 at 6%.
2014112$5,082,384$275,658$22,972iApproximate average salary by contribution assumption: employee only about $574,288 at 4% or $382,858 at 6%; with 50% employer match about $382,858 at 4% or $255,239 at 6%; with 100% employer match about $287,144 at 4% or $191,429 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$5,082,384$275,658$22,972iApproximate average salary by contribution assumption: employee only about $574,288 at 4% or $382,858 at 6%; with 50% employer match about $382,858 at 4% or $255,239 at 6%; with 100% employer match about $287,144 at 4% or $191,429 at 6%.
2013112$4,563,424$321,718$26,810iApproximate average salary by contribution assumption: employee only about $670,246 at 4% or $446,831 at 6%; with 50% employer match about $446,831 at 4% or $297,887 at 6%; with 100% employer match about $335,123 at 4% or $223,415 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$4,563,424$321,718$26,810iApproximate average salary by contribution assumption: employee only about $670,246 at 4% or $446,831 at 6%; with 50% employer match about $446,831 at 4% or $297,887 at 6%; with 100% employer match about $335,123 at 4% or $223,415 at 6%.
2012112$3,687,225$223,137$18,595iApproximate average salary by contribution assumption: employee only about $464,869 at 4% or $309,913 at 6%; with 50% employer match about $309,913 at 4% or $206,608 at 6%; with 100% employer match about $232,434 at 4% or $154,956 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$3,687,225$223,137$18,595iApproximate average salary by contribution assumption: employee only about $464,869 at 4% or $309,913 at 6%; with 50% employer match about $309,913 at 4% or $206,608 at 6%; with 100% employer match about $232,434 at 4% or $154,956 at 6%.
2011112$3,268,704$145,783$12,149iApproximate average salary by contribution assumption: employee only about $303,715 at 4% or $202,476 at 6%; with 50% employer match about $202,476 at 4% or $134,984 at 6%; with 100% employer match about $151,857 at 4% or $101,238 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$3,268,704$145,783$12,149iApproximate average salary by contribution assumption: employee only about $303,715 at 4% or $202,476 at 6%; with 50% employer match about $202,476 at 4% or $134,984 at 6%; with 100% employer match about $151,857 at 4% or $101,238 at 6%.
2010112$3,274,381$224,393$18,699iApproximate average salary by contribution assumption: employee only about $467,485 at 4% or $311,657 at 6%; with 50% employer match about $311,657 at 4% or $207,771 at 6%; with 100% employer match about $233,743 at 4% or $155,828 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$3,274,381$224,393$18,699iApproximate average salary by contribution assumption: employee only about $467,485 at 4% or $311,657 at 6%; with 50% employer match about $311,657 at 4% or $207,771 at 6%; with 100% employer match about $233,743 at 4% or $155,828 at 6%.
2009112$2,755,851$229,041$19,087iApproximate average salary by contribution assumption: employee only about $477,169 at 4% or $318,113 at 6%; with 50% employer match about $318,113 at 4% or $212,075 at 6%; with 100% employer match about $238,584 at 4% or $159,056 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$2,755,851$229,041$19,087iApproximate average salary by contribution assumption: employee only about $477,169 at 4% or $318,113 at 6%; with 50% employer match about $318,113 at 4% or $212,075 at 6%; with 100% employer match about $238,584 at 4% or $159,056 at 6%.
2008110$0$0-
Bernstein Financial Group 401(K) Profit Sharing Plan-10---
2007110$0$0-
Bernstein Financial Group 401(K) Profit Sharing Plan-10---
2006110$2,571,639$216,453$21,645iApproximate average salary by contribution assumption: employee only about $541,133 at 4% or $360,755 at 6%; with 50% employer match about $360,755 at 4% or $240,503 at 6%; with 100% employer match about $270,566 at 4% or $180,378 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-10$2,571,639$216,453$21,645iApproximate average salary by contribution assumption: employee only about $541,133 at 4% or $360,755 at 6%; with 50% employer match about $360,755 at 4% or $240,503 at 6%; with 100% employer match about $270,566 at 4% or $180,378 at 6%.
2005110$2,163,322$197,280$19,728iApproximate average salary by contribution assumption: employee only about $493,200 at 4% or $328,800 at 6%; with 50% employer match about $328,800 at 4% or $219,200 at 6%; with 100% employer match about $246,600 at 4% or $164,400 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-10$2,163,322$197,280$19,728iApproximate average salary by contribution assumption: employee only about $493,200 at 4% or $328,800 at 6%; with 50% employer match about $328,800 at 4% or $219,200 at 6%; with 100% employer match about $246,600 at 4% or $164,400 at 6%.
2004111$1,799,166$188,510$17,137iApproximate average salary by contribution assumption: employee only about $428,432 at 4% or $285,621 at 6%; with 50% employer match about $285,621 at 4% or $190,414 at 6%; with 100% employer match about $214,216 at 4% or $142,811 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-11$1,799,166$188,510$17,137iApproximate average salary by contribution assumption: employee only about $428,432 at 4% or $285,621 at 6%; with 50% employer match about $285,621 at 4% or $190,414 at 6%; with 100% employer match about $214,216 at 4% or $142,811 at 6%.
2003112$1,472,954$190,516$15,876iApproximate average salary by contribution assumption: employee only about $396,908 at 4% or $264,606 at 6%; with 50% employer match about $264,606 at 4% or $176,404 at 6%; with 100% employer match about $198,454 at 4% or $132,303 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-12$1,472,954$190,516$15,876iApproximate average salary by contribution assumption: employee only about $396,908 at 4% or $264,606 at 6%; with 50% employer match about $264,606 at 4% or $176,404 at 6%; with 100% employer match about $198,454 at 4% or $132,303 at 6%.
2002114$1,231,529$159,579$11,399iApproximate average salary by contribution assumption: employee only about $284,963 at 4% or $189,975 at 6%; with 50% employer match about $189,975 at 4% or $126,650 at 6%; with 100% employer match about $142,481 at 4% or $94,988 at 6%.
Bernstein Financial Group 401(K) Profit Sharing Plan-14$1,231,529$159,579$11,399iApproximate average salary by contribution assumption: employee only about $284,963 at 4% or $189,975 at 6%; with 50% employer match about $189,975 at 4% or $126,650 at 6%; with 100% employer match about $142,481 at 4% or $94,988 at 6%.
2001111$0$0-
Bernstein Financial Group 401(K) Profit Sharing Plan-11---
2000111$0$0-
Bernstein Financial Group 401(K) Profit Sharing Plan-11---