Steven Bernstein Agency Inc.
Plan context: Steven Bernstein Agency Inc. Profit Sharing Plan
EIN 11-3556755 • Brooklyn, NY • 24 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$3,642,171
2025 Contributions
$94,837
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $3,642,171 | $94,837 | $15,806iApproximate average salary by contribution assumption: employee only about $395,154 at 4% or $263,436 at 6%; with 50% employer match about $263,436 at 4% or $175,624 at 6%; with 100% employer match about $197,577 at 4% or $131,718 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $3,642,171 | $94,837 | $15,806iApproximate average salary by contribution assumption: employee only about $395,154 at 4% or $263,436 at 6%; with 50% employer match about $263,436 at 4% or $175,624 at 6%; with 100% employer match about $197,577 at 4% or $131,718 at 6%. |
| 2024 | 1 | 8 | $3,556,553 | $106,132 | $13,267iApproximate average salary by contribution assumption: employee only about $331,663 at 4% or $221,108 at 6%; with 50% employer match about $221,108 at 4% or $147,406 at 6%; with 100% employer match about $165,831 at 4% or $110,554 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 8 | $3,556,553 | $106,132 | $13,267iApproximate average salary by contribution assumption: employee only about $331,663 at 4% or $221,108 at 6%; with 50% employer match about $221,108 at 4% or $147,406 at 6%; with 100% employer match about $165,831 at 4% or $110,554 at 6%. |
| 2023 | 1 | 6 | $3,365,851 | $98,787 | $16,465iApproximate average salary by contribution assumption: employee only about $411,613 at 4% or $274,408 at 6%; with 50% employer match about $274,408 at 4% or $182,939 at 6%; with 100% employer match about $205,806 at 4% or $137,204 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $3,365,851 | $98,787 | $16,465iApproximate average salary by contribution assumption: employee only about $411,613 at 4% or $274,408 at 6%; with 50% employer match about $274,408 at 4% or $182,939 at 6%; with 100% employer match about $205,806 at 4% or $137,204 at 6%. |
| 2022 | 1 | 5 | $3,147,692 | $89,935 | $17,987iApproximate average salary by contribution assumption: employee only about $449,675 at 4% or $299,783 at 6%; with 50% employer match about $299,783 at 4% or $199,856 at 6%; with 100% employer match about $224,838 at 4% or $149,892 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $3,147,692 | $89,935 | $17,987iApproximate average salary by contribution assumption: employee only about $449,675 at 4% or $299,783 at 6%; with 50% employer match about $299,783 at 4% or $199,856 at 6%; with 100% employer match about $224,838 at 4% or $149,892 at 6%. |
| 2021 | 1 | 5 | $3,477,775 | $88,760 | $17,752iApproximate average salary by contribution assumption: employee only about $443,800 at 4% or $295,867 at 6%; with 50% employer match about $295,867 at 4% or $197,244 at 6%; with 100% employer match about $221,900 at 4% or $147,933 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $3,477,775 | $88,760 | $17,752iApproximate average salary by contribution assumption: employee only about $443,800 at 4% or $295,867 at 6%; with 50% employer match about $295,867 at 4% or $197,244 at 6%; with 100% employer match about $221,900 at 4% or $147,933 at 6%. |
| 2020 | 1 | 4 | $3,038,777 | $75,809 | $18,952iApproximate average salary by contribution assumption: employee only about $473,806 at 4% or $315,871 at 6%; with 50% employer match about $315,871 at 4% or $210,581 at 6%; with 100% employer match about $236,903 at 4% or $157,935 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 4 | $3,038,777 | $75,809 | $18,952iApproximate average salary by contribution assumption: employee only about $473,806 at 4% or $315,871 at 6%; with 50% employer match about $315,871 at 4% or $210,581 at 6%; with 100% employer match about $236,903 at 4% or $157,935 at 6%. |
| 2019 | 1 | 6 | $2,602,751 | $74,088 | $12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $2,602,751 | $74,088 | $12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%. |
| 2018 | 1 | 6 | $2,116,136 | $81,484 | $13,581iApproximate average salary by contribution assumption: employee only about $339,517 at 4% or $226,344 at 6%; with 50% employer match about $226,344 at 4% or $150,896 at 6%; with 100% employer match about $169,758 at 4% or $113,172 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $2,116,136 | $81,484 | $13,581iApproximate average salary by contribution assumption: employee only about $339,517 at 4% or $226,344 at 6%; with 50% employer match about $226,344 at 4% or $150,896 at 6%; with 100% employer match about $169,758 at 4% or $113,172 at 6%. |
| 2017 | 1 | 6 | $2,108,935 | $82,917 | $13,820iApproximate average salary by contribution assumption: employee only about $345,488 at 4% or $230,325 at 6%; with 50% employer match about $230,325 at 4% or $153,550 at 6%; with 100% employer match about $172,744 at 4% or $115,163 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $2,108,935 | $82,917 | $13,820iApproximate average salary by contribution assumption: employee only about $345,488 at 4% or $230,325 at 6%; with 50% employer match about $230,325 at 4% or $153,550 at 6%; with 100% employer match about $172,744 at 4% or $115,163 at 6%. |
| 2016 | 1 | 6 | $1,821,018 | $79,802 | $13,300iApproximate average salary by contribution assumption: employee only about $332,508 at 4% or $221,672 at 6%; with 50% employer match about $221,672 at 4% or $147,781 at 6%; with 100% employer match about $166,254 at 4% or $110,836 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $1,821,018 | $79,802 | $13,300iApproximate average salary by contribution assumption: employee only about $332,508 at 4% or $221,672 at 6%; with 50% employer match about $221,672 at 4% or $147,781 at 6%; with 100% employer match about $166,254 at 4% or $110,836 at 6%. |
| 2015 | 1 | 6 | $1,591,507 | $78,751 | $13,125iApproximate average salary by contribution assumption: employee only about $328,129 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,835 at 6%; with 100% employer match about $164,065 at 4% or $109,376 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $1,591,507 | $78,751 | $13,125iApproximate average salary by contribution assumption: employee only about $328,129 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,835 at 6%; with 100% employer match about $164,065 at 4% or $109,376 at 6%. |
| 2014 | 1 | 5 | $1,533,064 | $207,370 | $41,474iApproximate average salary by contribution assumption: employee only about $1,036,850 at 4% or $691,233 at 6%; with 50% employer match about $691,233 at 4% or $460,822 at 6%; with 100% employer match about $518,425 at 4% or $345,617 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $1,533,064 | $207,370 | $41,474iApproximate average salary by contribution assumption: employee only about $1,036,850 at 4% or $691,233 at 6%; with 50% employer match about $691,233 at 4% or $460,822 at 6%; with 100% employer match about $518,425 at 4% or $345,617 at 6%. |
| 2013 | 1 | 5 | $1,325,694 | $64,134 | $12,827iApproximate average salary by contribution assumption: employee only about $320,670 at 4% or $213,780 at 6%; with 50% employer match about $213,780 at 4% or $142,520 at 6%; with 100% employer match about $160,335 at 4% or $106,890 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $1,325,694 | $64,134 | $12,827iApproximate average salary by contribution assumption: employee only about $320,670 at 4% or $213,780 at 6%; with 50% employer match about $213,780 at 4% or $142,520 at 6%; with 100% employer match about $160,335 at 4% or $106,890 at 6%. |
| 2012 | 1 | 5 | $997,858 | $65,794 | $13,159iApproximate average salary by contribution assumption: employee only about $328,970 at 4% or $219,313 at 6%; with 50% employer match about $219,313 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $997,858 | $65,794 | $13,159iApproximate average salary by contribution assumption: employee only about $328,970 at 4% or $219,313 at 6%; with 50% employer match about $219,313 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%. |
| 2011 | 1 | 5 | $856,408 | $69,881 | $13,976iApproximate average salary by contribution assumption: employee only about $349,405 at 4% or $232,937 at 6%; with 50% employer match about $232,937 at 4% or $155,291 at 6%; with 100% employer match about $174,703 at 4% or $116,468 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | $856,408 | $69,881 | $13,976iApproximate average salary by contribution assumption: employee only about $349,405 at 4% or $232,937 at 6%; with 50% employer match about $232,937 at 4% or $155,291 at 6%; with 100% employer match about $174,703 at 4% or $116,468 at 6%. |
| 2010 | 1 | 6 | $856,524 | $70,525 | $11,754iApproximate average salary by contribution assumption: employee only about $293,854 at 4% or $195,903 at 6%; with 50% employer match about $195,903 at 4% or $130,602 at 6%; with 100% employer match about $146,927 at 4% or $97,951 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $856,524 | $70,525 | $11,754iApproximate average salary by contribution assumption: employee only about $293,854 at 4% or $195,903 at 6%; with 50% employer match about $195,903 at 4% or $130,602 at 6%; with 100% employer match about $146,927 at 4% or $97,951 at 6%. |
| 2009 | 1 | 6 | $708,035 | $54,879 | $9,147iApproximate average salary by contribution assumption: employee only about $228,663 at 4% or $152,442 at 6%; with 50% employer match about $152,442 at 4% or $101,628 at 6%; with 100% employer match about $114,331 at 4% or $76,221 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 6 | $708,035 | $54,879 | $9,147iApproximate average salary by contribution assumption: employee only about $228,663 at 4% or $152,442 at 6%; with 50% employer match about $152,442 at 4% or $101,628 at 6%; with 100% employer match about $114,331 at 4% or $76,221 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $567,928 | $61,034 | $15,259iApproximate average salary by contribution assumption: employee only about $381,463 at 4% or $254,308 at 6%; with 50% employer match about $254,308 at 4% or $169,539 at 6%; with 100% employer match about $190,731 at 4% or $127,154 at 6%. |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 4 | $567,928 | $61,034 | $15,259iApproximate average salary by contribution assumption: employee only about $381,463 at 4% or $254,308 at 6%; with 50% employer match about $254,308 at 4% or $169,539 at 6%; with 100% employer match about $190,731 at 4% or $127,154 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Steven Bernstein Agency Inc Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Steven Bernstein Agency Inc Money Purchase Plan | - | 4 | - | - | - |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Steven Bernstein Agency Inc Money Purchase Plan | - | 4 | - | - | - |
| Steven Bernstein Agency Inc. Profit Sharing Plan | - | 4 | - | - | - |