Civic Intelligence

Bencivenga & Co., Cpas PC

Plan context: BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST

EIN 13-3274930 • Jefferson Valley, NY • 35 filings • 9 plans

3630 Hill Boulevard, Suite 202Jefferson Valley, NY 10535
Current Snapshot

Latest Year

2023

2023 Participants

24

2023 Assets

$4,485,490

2023 Contributions

$5,373

Historical Graphs

Total Assets Over Time

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

$5,163,602$2,581,801$0199920132022YearValue
$4,485,490Latest year 2022

Participants Over Time

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

25130199920112022YearValue
24Latest year 2022

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
202310$0$5,373-
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-0$0$5,373-
2022224$4,485,490$364,439$15,185iApproximate average salary by contribution assumption: employee only about $379,624 at 4% or $253,083 at 6%; with 50% employer match about $253,083 at 4% or $168,722 at 6%; with 100% employer match about $189,812 at 4% or $126,541 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-24$3,115,132$228,214$9,509iApproximate average salary by contribution assumption: employee only about $237,723 at 4% or $158,482 at 6%; with 50% employer match about $158,482 at 4% or $105,655 at 6%; with 100% employer match about $118,861 at 4% or $79,241 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-15$1,370,358$136,225$9,082iApproximate average salary by contribution assumption: employee only about $227,042 at 4% or $151,361 at 6%; with 50% employer match about $151,361 at 4% or $100,907 at 6%; with 100% employer match about $113,521 at 4% or $75,681 at 6%.
2021224$4,923,246$199,702$8,321iApproximate average salary by contribution assumption: employee only about $208,023 at 4% or $138,682 at 6%; with 50% employer match about $138,682 at 4% or $92,455 at 6%; with 100% employer match about $104,011 at 4% or $69,341 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-24$3,582,311$199,702$8,321iApproximate average salary by contribution assumption: employee only about $208,023 at 4% or $138,682 at 6%; with 50% employer match about $138,682 at 4% or $92,455 at 6%; with 100% employer match about $104,011 at 4% or $69,341 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-15$1,340,935--
2020224$5,163,602$374,857$15,619iApproximate average salary by contribution assumption: employee only about $390,476 at 4% or $260,317 at 6%; with 50% employer match about $260,317 at 4% or $173,545 at 6%; with 100% employer match about $195,238 at 4% or $130,159 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-24$3,519,873$199,857$8,327iApproximate average salary by contribution assumption: employee only about $208,184 at 4% or $138,790 at 6%; with 50% employer match about $138,790 at 4% or $92,526 at 6%; with 100% employer match about $104,092 at 4% or $69,395 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-14$1,643,729$175,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2019225$4,656,885$458,223$18,329iApproximate average salary by contribution assumption: employee only about $458,223 at 4% or $305,482 at 6%; with 50% employer match about $305,482 at 4% or $203,655 at 6%; with 100% employer match about $229,111 at 4% or $152,741 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-25$3,522,969$253,223$10,129iApproximate average salary by contribution assumption: employee only about $253,223 at 4% or $168,815 at 6%; with 50% employer match about $168,815 at 4% or $112,544 at 6%; with 100% employer match about $126,612 at 4% or $84,408 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-15$1,133,916$205,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
2018223$4,508,214$308,606$13,418iApproximate average salary by contribution assumption: employee only about $335,441 at 4% or $223,628 at 6%; with 50% employer match about $223,628 at 4% or $149,085 at 6%; with 100% employer match about $167,721 at 4% or $111,814 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-23$3,305,163$203,606$8,852iApproximate average salary by contribution assumption: employee only about $221,311 at 4% or $147,541 at 6%; with 50% employer match about $147,541 at 4% or $98,360 at 6%; with 100% employer match about $110,655 at 4% or $73,770 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-14$1,203,051$105,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2017222$4,241,465$290,749$13,216iApproximate average salary by contribution assumption: employee only about $330,397 at 4% or $220,264 at 6%; with 50% employer match about $220,264 at 4% or $146,843 at 6%; with 100% employer match about $165,198 at 4% or $110,132 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-22$3,110,283$190,749$8,670iApproximate average salary by contribution assumption: employee only about $216,760 at 4% or $144,507 at 6%; with 50% employer match about $144,507 at 4% or $96,338 at 6%; with 100% employer match about $108,380 at 4% or $72,253 at 6%.
BENCIVENGA, WARD AND CO., CPA S PC CASH BALANCE PLAN AND TRUST-14$1,131,182$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2016223$3,738,950$368,607$16,026iApproximate average salary by contribution assumption: employee only about $400,660 at 4% or $267,107 at 6%; with 50% employer match about $267,107 at 4% or $178,071 at 6%; with 100% employer match about $200,330 at 4% or $133,553 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-23$2,753,841$192,112$8,353iApproximate average salary by contribution assumption: employee only about $208,817 at 4% or $139,212 at 6%; with 50% employer match about $139,212 at 4% or $92,808 at 6%; with 100% employer match about $104,409 at 4% or $69,606 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-14$985,109$176,495$12,607iApproximate average salary by contribution assumption: employee only about $315,170 at 4% or $210,113 at 6%; with 50% employer match about $210,113 at 4% or $140,075 at 6%; with 100% employer match about $157,585 at 4% or $105,057 at 6%.
2015223$3,122,839$383,328$16,666iApproximate average salary by contribution assumption: employee only about $416,661 at 4% or $277,774 at 6%; with 50% employer match about $277,774 at 4% or $185,183 at 6%; with 100% employer match about $208,330 at 4% or $138,887 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-23$2,405,766$183,328$7,971iApproximate average salary by contribution assumption: employee only about $199,270 at 4% or $132,846 at 6%; with 50% employer match about $132,846 at 4% or $88,564 at 6%; with 100% employer match about $99,635 at 4% or $66,423 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-15$717,073$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2014222$2,558,346$363,541$16,525iApproximate average salary by contribution assumption: employee only about $413,115 at 4% or $275,410 at 6%; with 50% employer match about $275,410 at 4% or $183,607 at 6%; with 100% employer match about $206,557 at 4% or $137,705 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-22$2,106,907$156,124$7,097iApproximate average salary by contribution assumption: employee only about $177,414 at 4% or $118,276 at 6%; with 50% employer match about $118,276 at 4% or $78,851 at 6%; with 100% employer match about $88,707 at 4% or $59,138 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-14$451,439$207,417$14,816iApproximate average salary by contribution assumption: employee only about $370,388 at 4% or $246,925 at 6%; with 50% employer match about $246,925 at 4% or $164,617 at 6%; with 100% employer match about $185,194 at 4% or $123,463 at 6%.
2013221$2,097,915$394,332$18,778iApproximate average salary by contribution assumption: employee only about $469,443 at 4% or $312,962 at 6%; with 50% employer match about $312,962 at 4% or $208,641 at 6%; with 100% employer match about $234,721 at 4% or $156,481 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-21$1,858,258$154,675$7,365iApproximate average salary by contribution assumption: employee only about $184,137 at 4% or $122,758 at 6%; with 50% employer match about $122,758 at 4% or $81,839 at 6%; with 100% employer match about $92,068 at 4% or $61,379 at 6%.
BENCIVENGA, WARD & CO., CPA'S PC CASH BALANCE PLAN AND TRUST-13$239,657$239,657$18,435iApproximate average salary by contribution assumption: employee only about $460,879 at 4% or $307,253 at 6%; with 50% employer match about $307,253 at 4% or $204,835 at 6%; with 100% employer match about $230,439 at 4% or $153,626 at 6%.
2012121$1,578,887$165,544$7,883iApproximate average salary by contribution assumption: employee only about $197,076 at 4% or $131,384 at 6%; with 50% employer match about $131,384 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-21$1,578,887$165,544$7,883iApproximate average salary by contribution assumption: employee only about $197,076 at 4% or $131,384 at 6%; with 50% employer match about $131,384 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
2011121$1,362,243$150,437$7,164iApproximate average salary by contribution assumption: employee only about $179,092 at 4% or $119,394 at 6%; with 50% employer match about $119,394 at 4% or $79,596 at 6%; with 100% employer match about $89,546 at 4% or $59,697 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-21$1,362,243$150,437$7,164iApproximate average salary by contribution assumption: employee only about $179,092 at 4% or $119,394 at 6%; with 50% employer match about $119,394 at 4% or $79,596 at 6%; with 100% employer match about $89,546 at 4% or $59,697 at 6%.
2010121$1,209,908$155,603$7,410iApproximate average salary by contribution assumption: employee only about $185,242 at 4% or $123,494 at 6%; with 50% employer match about $123,494 at 4% or $82,330 at 6%; with 100% employer match about $92,621 at 4% or $61,747 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-21$1,209,908$155,603$7,410iApproximate average salary by contribution assumption: employee only about $185,242 at 4% or $123,494 at 6%; with 50% employer match about $123,494 at 4% or $82,330 at 6%; with 100% employer match about $92,621 at 4% or $61,747 at 6%.
2009121$914,923$123,965$5,903iApproximate average salary by contribution assumption: employee only about $147,577 at 4% or $98,385 at 6%; with 50% employer match about $98,385 at 4% or $65,590 at 6%; with 100% employer match about $73,789 at 4% or $49,192 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-21$914,923$123,965$5,903iApproximate average salary by contribution assumption: employee only about $147,577 at 4% or $98,385 at 6%; with 50% employer match about $98,385 at 4% or $65,590 at 6%; with 100% employer match about $73,789 at 4% or $49,192 at 6%.
2008113$0$0-
Bencivenga & Co., Cpas PC 401K Plan-13---
2007111$0$0-
Bencivenga & Co., Cpas PC 401K Plan-11---
200619$741,304$100,746$11,194iApproximate average salary by contribution assumption: employee only about $279,850 at 4% or $186,567 at 6%; with 50% employer match about $186,567 at 4% or $124,378 at 6%; with 100% employer match about $139,925 at 4% or $93,283 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-9$741,304$100,746$11,194iApproximate average salary by contribution assumption: employee only about $279,850 at 4% or $186,567 at 6%; with 50% employer match about $186,567 at 4% or $124,378 at 6%; with 100% employer match about $139,925 at 4% or $93,283 at 6%.
200516$517,804$73,966$12,328iApproximate average salary by contribution assumption: employee only about $308,192 at 4% or $205,461 at 6%; with 50% employer match about $205,461 at 4% or $136,974 at 6%; with 100% employer match about $154,096 at 4% or $102,731 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-6$517,804$73,966$12,328iApproximate average salary by contribution assumption: employee only about $308,192 at 4% or $205,461 at 6%; with 50% employer match about $205,461 at 4% or $136,974 at 6%; with 100% employer match about $154,096 at 4% or $102,731 at 6%.
200416$459,313$57,966$9,661iApproximate average salary by contribution assumption: employee only about $241,525 at 4% or $161,017 at 6%; with 50% employer match about $161,017 at 4% or $107,344 at 6%; with 100% employer match about $120,763 at 4% or $80,508 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-6$459,313$57,966$9,661iApproximate average salary by contribution assumption: employee only about $241,525 at 4% or $161,017 at 6%; with 50% employer match about $161,017 at 4% or $107,344 at 6%; with 100% employer match about $120,763 at 4% or $80,508 at 6%.
200315$0$0-
Bencivenga & Co., Cpas PC 401K Plan-5---
2002111$432,485$54,050$4,914iApproximate average salary by contribution assumption: employee only about $122,841 at 4% or $81,894 at 6%; with 50% employer match about $81,894 at 4% or $54,596 at 6%; with 100% employer match about $61,420 at 4% or $40,947 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-11$432,485$54,050$4,914iApproximate average salary by contribution assumption: employee only about $122,841 at 4% or $81,894 at 6%; with 50% employer match about $81,894 at 4% or $54,596 at 6%; with 100% employer match about $61,420 at 4% or $40,947 at 6%.
2001111$0$0-
Bencivenga & Co., Cpas PC 401K Plan-11---
200019$0$0-
Bencivenga & Co., Cpas PC 401K Plan-9---
199919$943,167$33,654$3,739iApproximate average salary by contribution assumption: employee only about $93,483 at 4% or $62,322 at 6%; with 50% employer match about $62,322 at 4% or $41,548 at 6%; with 100% employer match about $46,742 at 4% or $31,161 at 6%.
Bencivenga & Co., Cpas PC 401K Plan-9$943,167$33,654$3,739iApproximate average salary by contribution assumption: employee only about $93,483 at 4% or $62,322 at 6%; with 50% employer match about $62,322 at 4% or $41,548 at 6%; with 100% employer match about $46,742 at 4% or $31,161 at 6%.