Berenson & Company
Plan context: Berenson & Company 401K Profit Sharing Plan
EIN 13-0485140 • New York, NY • 15 filings • 4 plans
Current Snapshot
Latest Year
2010
2010 Participants
1
2010 Assets
$6,261
2010 Contributions
$156,872
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 1 | $6,261 | $0 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 1 | $6,261 | - | - |
| 2009 | 1 | 3 | $63,382 | $0 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 3 | $63,382 | - | - |
| 2008 | 2 | 0 | $579,498 | $156,872 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 0 | $579,498 | - | - |
| BERENSON LLP CASH BALANCE PLAN | - | 0 | - | $156,872 | - |
| 2007 | 2 | 11 | $0 | $0 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 0 | - | - | - |
| BERENSON LLP CASH BALANCE PLAN | - | 11 | - | - | - |
| 2006 | 2 | 31 | $6,491,485 | $1,014,664 | $32,731iApproximate average salary by contribution assumption: employee only about $818,277 at 4% or $545,518 at 6%; with 50% employer match about $545,518 at 4% or $363,679 at 6%; with 100% employer match about $409,139 at 4% or $272,759 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 31 | $6,141,265 | $664,444 | $21,434iApproximate average salary by contribution assumption: employee only about $535,842 at 4% or $357,228 at 6%; with 50% employer match about $357,228 at 4% or $238,152 at 6%; with 100% employer match about $267,921 at 4% or $178,614 at 6%. |
| BERENSON LLP CASH BALANCE PLAN | - | 30 | $350,220 | $350,220 | $11,674iApproximate average salary by contribution assumption: employee only about $291,850 at 4% or $194,567 at 6%; with 50% employer match about $194,567 at 4% or $129,711 at 6%; with 100% employer match about $145,925 at 4% or $97,283 at 6%. |
| 2005 | 1 | 33 | $4,925,627 | $607,527 | $18,410iApproximate average salary by contribution assumption: employee only about $460,248 at 4% or $306,832 at 6%; with 50% employer match about $306,832 at 4% or $204,555 at 6%; with 100% employer match about $230,124 at 4% or $153,416 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 33 | $4,925,627 | $607,527 | $18,410iApproximate average salary by contribution assumption: employee only about $460,248 at 4% or $306,832 at 6%; with 50% employer match about $306,832 at 4% or $204,555 at 6%; with 100% employer match about $230,124 at 4% or $153,416 at 6%. |
| 2004 | 1 | 39 | $4,482,592 | $551,754 | $14,148iApproximate average salary by contribution assumption: employee only about $353,688 at 4% or $235,792 at 6%; with 50% employer match about $235,792 at 4% or $157,195 at 6%; with 100% employer match about $176,844 at 4% or $117,896 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 39 | $4,482,592 | $551,754 | $14,148iApproximate average salary by contribution assumption: employee only about $353,688 at 4% or $235,792 at 6%; with 50% employer match about $235,792 at 4% or $157,195 at 6%; with 100% employer match about $176,844 at 4% or $117,896 at 6%. |
| 2003 | 1 | 33 | $3,823,579 | $524,150 | $15,883iApproximate average salary by contribution assumption: employee only about $397,083 at 4% or $264,722 at 6%; with 50% employer match about $264,722 at 4% or $176,481 at 6%; with 100% employer match about $198,542 at 4% or $132,361 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 33 | $3,823,579 | $524,150 | $15,883iApproximate average salary by contribution assumption: employee only about $397,083 at 4% or $264,722 at 6%; with 50% employer match about $264,722 at 4% or $176,481 at 6%; with 100% employer match about $198,542 at 4% or $132,361 at 6%. |
| 2002 | 1 | 30 | $2,762,514 | $534,681 | $17,823iApproximate average salary by contribution assumption: employee only about $445,568 at 4% or $297,045 at 6%; with 50% employer match about $297,045 at 4% or $198,030 at 6%; with 100% employer match about $222,784 at 4% or $148,523 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 30 | $2,762,514 | $534,681 | $17,823iApproximate average salary by contribution assumption: employee only about $445,568 at 4% or $297,045 at 6%; with 50% employer match about $297,045 at 4% or $198,030 at 6%; with 100% employer match about $222,784 at 4% or $148,523 at 6%. |
| 2001 | 1 | 40 | $0 | $0 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 40 | - | - | - |
| 2000 | 1 | 31 | $0 | $0 | - |
| Berenson & Company 401K Profit Sharing Plan | - | 31 | - | - | - |
| 1999 | 1 | 32 | $2,556,271 | $334,252 | $10,445iApproximate average salary by contribution assumption: employee only about $261,134 at 4% or $174,090 at 6%; with 50% employer match about $174,090 at 4% or $116,060 at 6%; with 100% employer match about $130,567 at 4% or $87,045 at 6%. |
| Berenson & Company 401K Profit Sharing Plan | - | 32 | $2,556,271 | $334,252 | $10,445iApproximate average salary by contribution assumption: employee only about $261,134 at 4% or $174,090 at 6%; with 50% employer match about $174,090 at 4% or $116,060 at 6%; with 100% employer match about $130,567 at 4% or $87,045 at 6%. |