Shapiro, Bernstein and Co. Inc.
Plan context: Shapiro, Bernstein and Co. Inc.
EIN 13-1296180 • New York, NY • 22 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$2,456,466
2023 Contributions
$86,713
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $2,456,466 | $86,713 | $21,678iApproximate average salary by contribution assumption: employee only about $541,956 at 4% or $361,304 at 6%; with 50% employer match about $361,304 at 4% or $240,869 at 6%; with 100% employer match about $270,978 at 4% or $180,652 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 4 | $2,456,466 | $86,713 | $21,678iApproximate average salary by contribution assumption: employee only about $541,956 at 4% or $361,304 at 6%; with 50% employer match about $361,304 at 4% or $240,869 at 6%; with 100% employer match about $270,978 at 4% or $180,652 at 6%. |
| 2022 | 1 | 4 | $2,298,966 | $107,250 | $26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 4 | $2,298,966 | $107,250 | $26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%. |
| 2021 | 1 | 5 | $2,672,661 | $62,554 | $12,511iApproximate average salary by contribution assumption: employee only about $312,770 at 4% or $208,513 at 6%; with 50% employer match about $208,513 at 4% or $139,009 at 6%; with 100% employer match about $156,385 at 4% or $104,257 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 5 | $2,672,661 | $62,554 | $12,511iApproximate average salary by contribution assumption: employee only about $312,770 at 4% or $208,513 at 6%; with 50% employer match about $208,513 at 4% or $139,009 at 6%; with 100% employer match about $156,385 at 4% or $104,257 at 6%. |
| 2020 | 1 | 3 | $3,561,455 | $129,529 | $43,176iApproximate average salary by contribution assumption: employee only about $1,079,408 at 4% or $719,606 at 6%; with 50% employer match about $719,606 at 4% or $479,737 at 6%; with 100% employer match about $539,704 at 4% or $359,803 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 3 | $3,561,455 | $129,529 | $43,176iApproximate average salary by contribution assumption: employee only about $1,079,408 at 4% or $719,606 at 6%; with 50% employer match about $719,606 at 4% or $479,737 at 6%; with 100% employer match about $539,704 at 4% or $359,803 at 6%. |
| 2019 | 1 | 11 | $3,277,797 | $204,685 | $18,608iApproximate average salary by contribution assumption: employee only about $465,193 at 4% or $310,129 at 6%; with 50% employer match about $310,129 at 4% or $206,753 at 6%; with 100% employer match about $232,597 at 4% or $155,064 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 11 | $3,277,797 | $204,685 | $18,608iApproximate average salary by contribution assumption: employee only about $465,193 at 4% or $310,129 at 6%; with 50% employer match about $310,129 at 4% or $206,753 at 6%; with 100% employer match about $232,597 at 4% or $155,064 at 6%. |
| 2018 | 1 | 12 | $2,451,269 | $190,230 | $15,853iApproximate average salary by contribution assumption: employee only about $396,313 at 4% or $264,208 at 6%; with 50% employer match about $264,208 at 4% or $176,139 at 6%; with 100% employer match about $198,156 at 4% or $132,104 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 12 | $2,451,269 | $190,230 | $15,853iApproximate average salary by contribution assumption: employee only about $396,313 at 4% or $264,208 at 6%; with 50% employer match about $264,208 at 4% or $176,139 at 6%; with 100% employer match about $198,156 at 4% or $132,104 at 6%. |
| 2017 | 1 | 11 | $2,526,269 | $171,691 | $15,608iApproximate average salary by contribution assumption: employee only about $390,207 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,425 at 6%; with 100% employer match about $195,103 at 4% or $130,069 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 11 | $2,526,269 | $171,691 | $15,608iApproximate average salary by contribution assumption: employee only about $390,207 at 4% or $260,138 at 6%; with 50% employer match about $260,138 at 4% or $173,425 at 6%; with 100% employer match about $195,103 at 4% or $130,069 at 6%. |
| 2016 | 1 | 12 | $1,773,572 | $157,458 | $13,122iApproximate average salary by contribution assumption: employee only about $328,038 at 4% or $218,692 at 6%; with 50% employer match about $218,692 at 4% or $145,794 at 6%; with 100% employer match about $164,019 at 4% or $109,346 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 12 | $1,773,572 | $157,458 | $13,122iApproximate average salary by contribution assumption: employee only about $328,038 at 4% or $218,692 at 6%; with 50% employer match about $218,692 at 4% or $145,794 at 6%; with 100% employer match about $164,019 at 4% or $109,346 at 6%. |
| 2015 | 1 | 12 | $1,615,197 | $164,749 | $13,729iApproximate average salary by contribution assumption: employee only about $343,227 at 4% or $228,818 at 6%; with 50% employer match about $228,818 at 4% or $152,545 at 6%; with 100% employer match about $171,614 at 4% or $114,409 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 12 | $1,615,197 | $164,749 | $13,729iApproximate average salary by contribution assumption: employee only about $343,227 at 4% or $228,818 at 6%; with 50% employer match about $228,818 at 4% or $152,545 at 6%; with 100% employer match about $171,614 at 4% or $114,409 at 6%. |
| 2014 | 1 | 12 | $1,413,500 | $153,023 | $12,752iApproximate average salary by contribution assumption: employee only about $318,798 at 4% or $212,532 at 6%; with 50% employer match about $212,532 at 4% or $141,688 at 6%; with 100% employer match about $159,399 at 4% or $106,266 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 12 | $1,413,500 | $153,023 | $12,752iApproximate average salary by contribution assumption: employee only about $318,798 at 4% or $212,532 at 6%; with 50% employer match about $212,532 at 4% or $141,688 at 6%; with 100% employer match about $159,399 at 4% or $106,266 at 6%. |
| 2013 | 1 | 13 | $1,116,928 | $148,661 | $11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 13 | $1,116,928 | $148,661 | $11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%. |
| 2010 | 1 | 12 | $831,026 | $151,222 | $12,602iApproximate average salary by contribution assumption: employee only about $315,046 at 4% or $210,031 at 6%; with 50% employer match about $210,031 at 4% or $140,020 at 6%; with 100% employer match about $157,523 at 4% or $105,015 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 12 | $831,026 | $151,222 | $12,602iApproximate average salary by contribution assumption: employee only about $315,046 at 4% or $210,031 at 6%; with 50% employer match about $210,031 at 4% or $140,020 at 6%; with 100% employer match about $157,523 at 4% or $105,015 at 6%. |
| 2009 | 1 | 9 | $787,554 | $109,668 | $12,185iApproximate average salary by contribution assumption: employee only about $304,633 at 4% or $203,089 at 6%; with 50% employer match about $203,089 at 4% or $135,393 at 6%; with 100% employer match about $152,317 at 4% or $101,544 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 9 | $787,554 | $109,668 | $12,185iApproximate average salary by contribution assumption: employee only about $304,633 at 4% or $203,089 at 6%; with 50% employer match about $203,089 at 4% or $135,393 at 6%; with 100% employer match about $152,317 at 4% or $101,544 at 6%. |
| 2008 | 1 | 7 | $650,863 | $139,072 | $19,867iApproximate average salary by contribution assumption: employee only about $496,686 at 4% or $331,124 at 6%; with 50% employer match about $331,124 at 4% or $220,749 at 6%; with 100% employer match about $248,343 at 4% or $165,562 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 7 | $650,863 | $139,072 | $19,867iApproximate average salary by contribution assumption: employee only about $496,686 at 4% or $331,124 at 6%; with 50% employer match about $331,124 at 4% or $220,749 at 6%; with 100% employer match about $248,343 at 4% or $165,562 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Shapiro, Bernstein and Co. Inc. | - | 7 | - | - | - |
| 2006 | 1 | 7 | $675,900 | $102,665 | $14,666iApproximate average salary by contribution assumption: employee only about $366,661 at 4% or $244,440 at 6%; with 50% employer match about $244,440 at 4% or $162,960 at 6%; with 100% employer match about $183,330 at 4% or $122,220 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 7 | $675,900 | $102,665 | $14,666iApproximate average salary by contribution assumption: employee only about $366,661 at 4% or $244,440 at 6%; with 50% employer match about $244,440 at 4% or $162,960 at 6%; with 100% employer match about $183,330 at 4% or $122,220 at 6%. |
| 2005 | 1 | 8 | $632,956 | $101,567 | $12,696iApproximate average salary by contribution assumption: employee only about $317,397 at 4% or $211,598 at 6%; with 50% employer match about $211,598 at 4% or $141,065 at 6%; with 100% employer match about $158,698 at 4% or $105,799 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 8 | $632,956 | $101,567 | $12,696iApproximate average salary by contribution assumption: employee only about $317,397 at 4% or $211,598 at 6%; with 50% employer match about $211,598 at 4% or $141,065 at 6%; with 100% employer match about $158,698 at 4% or $105,799 at 6%. |
| 2004 | 1 | 8 | $492,590 | $99,560 | $12,445iApproximate average salary by contribution assumption: employee only about $311,125 at 4% or $207,417 at 6%; with 50% employer match about $207,417 at 4% or $138,278 at 6%; with 100% employer match about $155,563 at 4% or $103,708 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 8 | $492,590 | $99,560 | $12,445iApproximate average salary by contribution assumption: employee only about $311,125 at 4% or $207,417 at 6%; with 50% employer match about $207,417 at 4% or $138,278 at 6%; with 100% employer match about $155,563 at 4% or $103,708 at 6%. |
| 2003 | 1 | 8 | $351,983 | $91,282 | $11,410iApproximate average salary by contribution assumption: employee only about $285,256 at 4% or $190,171 at 6%; with 50% employer match about $190,171 at 4% or $126,781 at 6%; with 100% employer match about $142,628 at 4% or $95,085 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 8 | $351,983 | $91,282 | $11,410iApproximate average salary by contribution assumption: employee only about $285,256 at 4% or $190,171 at 6%; with 50% employer match about $190,171 at 4% or $126,781 at 6%; with 100% employer match about $142,628 at 4% or $95,085 at 6%. |
| 2002 | 1 | 7 | $217,381 | $71,875 | $10,268iApproximate average salary by contribution assumption: employee only about $256,696 at 4% or $171,131 at 6%; with 50% employer match about $171,131 at 4% or $114,087 at 6%; with 100% employer match about $128,348 at 4% or $85,565 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 7 | $217,381 | $71,875 | $10,268iApproximate average salary by contribution assumption: employee only about $256,696 at 4% or $171,131 at 6%; with 50% employer match about $171,131 at 4% or $114,087 at 6%; with 100% employer match about $128,348 at 4% or $85,565 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Shapiro, Bernstein and Co. Inc. | - | 9 | - | - | - |
| 2000 | 1 | 10 | $81,420 | $97,390 | $9,739iApproximate average salary by contribution assumption: employee only about $243,475 at 4% or $162,317 at 6%; with 50% employer match about $162,317 at 4% or $108,211 at 6%; with 100% employer match about $121,738 at 4% or $81,158 at 6%. |
| Shapiro, Bernstein and Co. Inc. | - | 10 | $81,420 | $97,390 | $9,739iApproximate average salary by contribution assumption: employee only about $243,475 at 4% or $162,317 at 6%; with 50% employer match about $162,317 at 4% or $108,211 at 6%; with 100% employer match about $121,738 at 4% or $81,158 at 6%. |