Berkman & Hudak PC.
Plan context: Berkman & Hudak PC Retirement Trust
EIN 13-2755622 • Mahopac, NY • 20 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$572,524
2018 Contributions
$32,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $572,524 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 2 | $572,524 | - | - |
| 2016 | 1 | 2 | $499,442 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 2 | $499,442 | - | - |
| 2015 | 1 | 2 | $464,445 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 2 | $464,445 | - | - |
| 2014 | 1 | 2 | $476,654 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 2 | $476,654 | - | - |
| 2013 | 1 | 2 | $460,236 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 2 | $460,236 | - | - |
| 2012 | 1 | 3 | $443,950 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | $443,950 | - | - |
| 2011 | 1 | 3 | $399,740 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | $399,740 | - | - |
| 2010 | 1 | 3 | $427,394 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | $427,394 | - | - |
| 2009 | 1 | 3 | $377,739 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | $377,739 | - | - |
| 2008 | 1 | 3 | $313,556 | $32,000 | $10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $313,556 | $32,000 | $10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $401,332 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $401,332 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2005 | 1 | 3 | $372,547 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $372,547 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2004 | 1 | 3 | $292,265 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $292,265 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2003 | 1 | 3 | $253,801 | $23,000 | $7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $253,801 | $23,000 | $7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | - | - | - |
| 2001 | 1 | 3 | $2,079,432 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $2,079,432 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2000 | 1 | 3 | $2,173,571 | $24,915 | $8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%. |
| Berkman & Hudak PC Retirement Trust | - | 3 | $2,173,571 | $24,915 | $8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%. |
| 1999 | 1 | 3 | $2,180,676 | $0 | - |
| Berkman & Hudak PC Retirement Trust | - | 3 | $2,180,676 | - | - |