Steven Bernstein Agency
Plan context: Steven Bernstein Agency Profit Sharing Plan
EIN 11-3406510 • 6 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
4
2007 Assets
$425,747
2007 Contributions
$50,582
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 4 | $0 | $0 | - |
| Steven Bernstein Agency Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 1 | 4 | $425,747 | $50,582 | $12,646iApproximate average salary by contribution assumption: employee only about $316,138 at 4% or $210,758 at 6%; with 50% employer match about $210,758 at 4% or $140,506 at 6%; with 100% employer match about $158,069 at 4% or $105,379 at 6%. |
| Steven Bernstein Agency Profit Sharing Plan | - | 4 | $425,747 | $50,582 | $12,646iApproximate average salary by contribution assumption: employee only about $316,138 at 4% or $210,758 at 6%; with 50% employer match about $210,758 at 4% or $140,506 at 6%; with 100% employer match about $158,069 at 4% or $105,379 at 6%. |
| 2004 | 1 | 3 | $343,044 | $52,778 | $17,593iApproximate average salary by contribution assumption: employee only about $439,817 at 4% or $293,211 at 6%; with 50% employer match about $293,211 at 4% or $195,474 at 6%; with 100% employer match about $219,908 at 4% or $146,606 at 6%. |
| Steven Bernstein Agency Profit Sharing Plan | - | 3 | $343,044 | $52,778 | $17,593iApproximate average salary by contribution assumption: employee only about $439,817 at 4% or $293,211 at 6%; with 50% employer match about $293,211 at 4% or $195,474 at 6%; with 100% employer match about $219,908 at 4% or $146,606 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Steven Bernstein Agency Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 2 | 1 | $53,004 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Steven Bernstein Agency Profit Sharing Plan | - | 1 | $46,996 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Steven Bernstein Agency Money Purchase Plan | - | 1 | $6,008 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |