Leo D Bernstein & Sons Inc
Plan context: Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust
EIN 13-2515236 • New York, NY • 23 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
75
2024 Assets
$7,918,077
2024 Contributions
$484,280
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 75 | $7,918,077 | $484,280 | $6,457iApproximate average salary by contribution assumption: employee only about $161,427 at 4% or $107,618 at 6%; with 50% employer match about $107,618 at 4% or $71,745 at 6%; with 100% employer match about $80,713 at 4% or $53,809 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 75 | $7,918,077 | $484,280 | $6,457iApproximate average salary by contribution assumption: employee only about $161,427 at 4% or $107,618 at 6%; with 50% employer match about $107,618 at 4% or $71,745 at 6%; with 100% employer match about $80,713 at 4% or $53,809 at 6%. |
| 2023 | 1 | 82 | $6,769,456 | $465,720 | $5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,659 at 6%; with 50% employer match about $94,659 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 82 | $6,769,456 | $465,720 | $5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,659 at 6%; with 50% employer match about $94,659 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%. |
| 2022 | 1 | 82 | $5,465,673 | $382,779 | $4,668iApproximate average salary by contribution assumption: employee only about $116,701 at 4% or $77,801 at 6%; with 50% employer match about $77,801 at 4% or $51,867 at 6%; with 100% employer match about $58,350 at 4% or $38,900 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 82 | $5,465,673 | $382,779 | $4,668iApproximate average salary by contribution assumption: employee only about $116,701 at 4% or $77,801 at 6%; with 50% employer match about $77,801 at 4% or $51,867 at 6%; with 100% employer match about $58,350 at 4% or $38,900 at 6%. |
| 2021 | 1 | 74 | $6,806,338 | $309,469 | $4,182iApproximate average salary by contribution assumption: employee only about $104,550 at 4% or $69,700 at 6%; with 50% employer match about $69,700 at 4% or $46,467 at 6%; with 100% employer match about $52,275 at 4% or $34,850 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 74 | $6,806,338 | $309,469 | $4,182iApproximate average salary by contribution assumption: employee only about $104,550 at 4% or $69,700 at 6%; with 50% employer match about $69,700 at 4% or $46,467 at 6%; with 100% employer match about $52,275 at 4% or $34,850 at 6%. |
| 2020 | 1 | 85 | $6,266,606 | $328,210 | $3,861iApproximate average salary by contribution assumption: employee only about $96,532 at 4% or $64,355 at 6%; with 50% employer match about $64,355 at 4% or $42,903 at 6%; with 100% employer match about $48,266 at 4% or $32,177 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 85 | $6,266,606 | $328,210 | $3,861iApproximate average salary by contribution assumption: employee only about $96,532 at 4% or $64,355 at 6%; with 50% employer match about $64,355 at 4% or $42,903 at 6%; with 100% employer match about $48,266 at 4% or $32,177 at 6%. |
| 2019 | 1 | 104 | $5,392,206 | $488,051 | $4,693iApproximate average salary by contribution assumption: employee only about $117,320 at 4% or $78,213 at 6%; with 50% employer match about $78,213 at 4% or $52,142 at 6%; with 100% employer match about $58,660 at 4% or $39,107 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 104 | $5,392,206 | $488,051 | $4,693iApproximate average salary by contribution assumption: employee only about $117,320 at 4% or $78,213 at 6%; with 50% employer match about $78,213 at 4% or $52,142 at 6%; with 100% employer match about $58,660 at 4% or $39,107 at 6%. |
| 2018 | 1 | 105 | $3,908,984 | $566,478 | $5,395iApproximate average salary by contribution assumption: employee only about $134,876 at 4% or $89,917 at 6%; with 50% employer match about $89,917 at 4% or $59,945 at 6%; with 100% employer match about $67,438 at 4% or $44,959 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 105 | $3,908,984 | $566,478 | $5,395iApproximate average salary by contribution assumption: employee only about $134,876 at 4% or $89,917 at 6%; with 50% employer match about $89,917 at 4% or $59,945 at 6%; with 100% employer match about $67,438 at 4% or $44,959 at 6%. |
| 2017 | 1 | 70 | $3,800,472 | $297,383 | $4,248iApproximate average salary by contribution assumption: employee only about $106,208 at 4% or $70,805 at 6%; with 50% employer match about $70,805 at 4% or $47,204 at 6%; with 100% employer match about $53,104 at 4% or $35,403 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 70 | $3,800,472 | $297,383 | $4,248iApproximate average salary by contribution assumption: employee only about $106,208 at 4% or $70,805 at 6%; with 50% employer match about $70,805 at 4% or $47,204 at 6%; with 100% employer match about $53,104 at 4% or $35,403 at 6%. |
| 2016 | 1 | 75 | $3,132,533 | $419,941 | $5,599iApproximate average salary by contribution assumption: employee only about $139,980 at 4% or $93,320 at 6%; with 50% employer match about $93,320 at 4% or $62,213 at 6%; with 100% employer match about $69,990 at 4% or $46,660 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 75 | $3,132,533 | $419,941 | $5,599iApproximate average salary by contribution assumption: employee only about $139,980 at 4% or $93,320 at 6%; with 50% employer match about $93,320 at 4% or $62,213 at 6%; with 100% employer match about $69,990 at 4% or $46,660 at 6%. |
| 2015 | 1 | 79 | $2,677,756 | $426,914 | $5,404iApproximate average salary by contribution assumption: employee only about $135,099 at 4% or $90,066 at 6%; with 50% employer match about $90,066 at 4% or $60,044 at 6%; with 100% employer match about $67,550 at 4% or $45,033 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 79 | $2,677,756 | $426,914 | $5,404iApproximate average salary by contribution assumption: employee only about $135,099 at 4% or $90,066 at 6%; with 50% employer match about $90,066 at 4% or $60,044 at 6%; with 100% employer match about $67,550 at 4% or $45,033 at 6%. |
| 2014 | 1 | 77 | $2,310,138 | $330,517 | $4,292iApproximate average salary by contribution assumption: employee only about $107,311 at 4% or $71,540 at 6%; with 50% employer match about $71,540 at 4% or $47,694 at 6%; with 100% employer match about $53,655 at 4% or $35,770 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 77 | $2,310,138 | $330,517 | $4,292iApproximate average salary by contribution assumption: employee only about $107,311 at 4% or $71,540 at 6%; with 50% employer match about $71,540 at 4% or $47,694 at 6%; with 100% employer match about $53,655 at 4% or $35,770 at 6%. |
| 2013 | 1 | 91 | $1,885,051 | $336,748 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,257 at 4% or $30,838 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 91 | $1,885,051 | $336,748 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,257 at 4% or $30,838 at 6%. |
| 2012 | 1 | 93 | $1,319,735 | $270,446 | $2,908iApproximate average salary by contribution assumption: employee only about $72,701 at 4% or $48,467 at 6%; with 50% employer match about $48,467 at 4% or $32,311 at 6%; with 100% employer match about $36,350 at 4% or $24,234 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 93 | $1,319,735 | $270,446 | $2,908iApproximate average salary by contribution assumption: employee only about $72,701 at 4% or $48,467 at 6%; with 50% employer match about $48,467 at 4% or $32,311 at 6%; with 100% employer match about $36,350 at 4% or $24,234 at 6%. |
| 2011 | 1 | 86 | $1,041,146 | $154,674 | $1,799iApproximate average salary by contribution assumption: employee only about $44,963 at 4% or $29,976 at 6%; with 50% employer match about $29,976 at 4% or $19,984 at 6%; with 100% employer match about $22,482 at 4% or $14,988 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 86 | $1,041,146 | $154,674 | $1,799iApproximate average salary by contribution assumption: employee only about $44,963 at 4% or $29,976 at 6%; with 50% employer match about $29,976 at 4% or $19,984 at 6%; with 100% employer match about $22,482 at 4% or $14,988 at 6%. |
| 2010 | 1 | 45 | $1,243,576 | $61,378 | $1,364iApproximate average salary by contribution assumption: employee only about $34,099 at 4% or $22,733 at 6%; with 50% employer match about $22,733 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 45 | $1,243,576 | $61,378 | $1,364iApproximate average salary by contribution assumption: employee only about $34,099 at 4% or $22,733 at 6%; with 50% employer match about $22,733 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%. |
| 2009 | 1 | 81 | $1,104,762 | $66,271 | $818iApproximate average salary by contribution assumption: employee only about $20,454 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 81 | $1,104,762 | $66,271 | $818iApproximate average salary by contribution assumption: employee only about $20,454 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| 2008 | 1 | 96 | $1,050,604 | $173,558 | $1,808iApproximate average salary by contribution assumption: employee only about $45,197 at 4% or $30,132 at 6%; with 50% employer match about $30,132 at 4% or $20,088 at 6%; with 100% employer match about $22,599 at 4% or $15,066 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 96 | $1,050,604 | $173,558 | $1,808iApproximate average salary by contribution assumption: employee only about $45,197 at 4% or $30,132 at 6%; with 50% employer match about $30,132 at 4% or $20,088 at 6%; with 100% employer match about $22,599 at 4% or $15,066 at 6%. |
| 2006 | 1 | 138 | $1,442,089 | $125,765 | $911iApproximate average salary by contribution assumption: employee only about $22,784 at 4% or $15,189 at 6%; with 50% employer match about $15,189 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,595 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 138 | $1,442,089 | $125,765 | $911iApproximate average salary by contribution assumption: employee only about $22,784 at 4% or $15,189 at 6%; with 50% employer match about $15,189 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,595 at 6%. |
| 2004 | 1 | 131 | $0 | $0 | - |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 131 | - | - | - |
| 2002 | 1 | 86 | $0 | $0 | - |
| LEO D. BERNSTEIN & SONS, INC. PREMIUM CONVERSION PAYMENT CAFETERIA PLAN | - | 86 | - | - | - |
| 2000 | 1 | 174 | $1,110,200 | $267,614 | $1,538iApproximate average salary by contribution assumption: employee only about $38,450 at 4% or $25,634 at 6%; with 50% employer match about $25,634 at 4% or $17,089 at 6%; with 100% employer match about $19,225 at 4% or $12,817 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 174 | $1,110,200 | $267,614 | $1,538iApproximate average salary by contribution assumption: employee only about $38,450 at 4% or $25,634 at 6%; with 50% employer match about $25,634 at 4% or $17,089 at 6%; with 100% employer match about $19,225 at 4% or $12,817 at 6%. |
| 1999 | 2 | 140 | $2,040,892 | $248,798 | $1,777iApproximate average salary by contribution assumption: employee only about $44,428 at 4% or $29,619 at 6%; with 50% employer match about $29,619 at 4% or $19,746 at 6%; with 100% employer match about $22,214 at 4% or $14,809 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 140 | $1,020,446 | $124,399 | $889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%. |
| Leo D Bernstein & Sons Inc 401K Profit Sharing Plan && Trust | - | 140 | $1,020,446 | $124,399 | $889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%. |