Civic Intelligence

Oram Yelon & Bernstein, Cpas PC.

Plan context: Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust

EIN 13-3180816 • Katonah, NY • 12 filings • 1 plans

27 Fieldstone DriveKatonah, NY 10536-3341
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$8,765

2010 Contributions

$63,795

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,354,983$677,492$0199920042009YearValue
$8,765Latest year 2009

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680199920032009YearValue
4Latest year 2009

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-0$0--
200914$8,765$0-
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-4$8,765--
200810$8,394$0-
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-0$8,394--
200710$0$0-
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-0---
200610$629,279$63,795-
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-0$629,279$63,795-
2005111$1,354,983$187,089$17,008iApproximate average salary by contribution assumption: employee only about $425,202 at 4% or $283,468 at 6%; with 50% employer match about $283,468 at 4% or $188,979 at 6%; with 100% employer match about $212,601 at 4% or $141,734 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-11$1,354,983$187,089$17,008iApproximate average salary by contribution assumption: employee only about $425,202 at 4% or $283,468 at 6%; with 50% employer match about $283,468 at 4% or $188,979 at 6%; with 100% employer match about $212,601 at 4% or $141,734 at 6%.
2004116$1,031,757$183,250$11,453iApproximate average salary by contribution assumption: employee only about $286,328 at 4% or $190,885 at 6%; with 50% employer match about $190,885 at 4% or $127,257 at 6%; with 100% employer match about $143,164 at 4% or $95,443 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-16$1,031,757$183,250$11,453iApproximate average salary by contribution assumption: employee only about $286,328 at 4% or $190,885 at 6%; with 50% employer match about $190,885 at 4% or $127,257 at 6%; with 100% employer match about $143,164 at 4% or $95,443 at 6%.
2003111$767,518$111,442$10,131iApproximate average salary by contribution assumption: employee only about $253,277 at 4% or $168,852 at 6%; with 50% employer match about $168,852 at 4% or $112,568 at 6%; with 100% employer match about $126,639 at 4% or $84,426 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-11$767,518$111,442$10,131iApproximate average salary by contribution assumption: employee only about $253,277 at 4% or $168,852 at 6%; with 50% employer match about $168,852 at 4% or $112,568 at 6%; with 100% employer match about $126,639 at 4% or $84,426 at 6%.
2002114$462,021$172,808$12,343iApproximate average salary by contribution assumption: employee only about $308,586 at 4% or $205,724 at 6%; with 50% employer match about $205,724 at 4% or $137,149 at 6%; with 100% employer match about $154,293 at 4% or $102,862 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-14$462,021$172,808$12,343iApproximate average salary by contribution assumption: employee only about $308,586 at 4% or $205,724 at 6%; with 50% employer match about $205,724 at 4% or $137,149 at 6%; with 100% employer match about $154,293 at 4% or $102,862 at 6%.
2001112$403,916$103,385$8,615iApproximate average salary by contribution assumption: employee only about $215,385 at 4% or $143,590 at 6%; with 50% employer match about $143,590 at 4% or $95,727 at 6%; with 100% employer match about $107,693 at 4% or $71,795 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-12$403,916$103,385$8,615iApproximate average salary by contribution assumption: employee only about $215,385 at 4% or $143,590 at 6%; with 50% employer match about $143,590 at 4% or $95,727 at 6%; with 100% employer match about $107,693 at 4% or $71,795 at 6%.
2000113$410,856$144,738$11,134iApproximate average salary by contribution assumption: employee only about $278,342 at 4% or $185,562 at 6%; with 50% employer match about $185,562 at 4% or $123,708 at 6%; with 100% employer match about $139,171 at 4% or $92,781 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-13$410,856$144,738$11,134iApproximate average salary by contribution assumption: employee only about $278,342 at 4% or $185,562 at 6%; with 50% employer match about $185,562 at 4% or $123,708 at 6%; with 100% employer match about $139,171 at 4% or $92,781 at 6%.
199918$324,465$124,771$15,596iApproximate average salary by contribution assumption: employee only about $389,909 at 4% or $259,940 at 6%; with 50% employer match about $259,940 at 4% or $173,293 at 6%; with 100% employer match about $194,955 at 4% or $129,970 at 6%.
Oram Yelon & Bernstein Cpas PC. 401K Profit Sharing Plan & Trust-8$324,465$124,771$15,596iApproximate average salary by contribution assumption: employee only about $389,909 at 4% or $259,940 at 6%; with 50% employer match about $259,940 at 4% or $173,293 at 6%; with 100% employer match about $194,955 at 4% or $129,970 at 6%.