Civic Intelligence

Bernath & Rosenberg PC

Plan context: Bernath & Rosenberg PC 401K Profit Sharing Plan

EIN 13-3358774 • Airmont, NY • 25 filings • 3 plans

365 Route 59 Suite 203Airmont, NY 10952
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$10,811,727

2024 Contributions

$710,318

Historical Graphs

Total Assets Over Time

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

$10,811,727$5,405,864$0200120142024YearValue
$10,811,727Latest year 2024

Participants Over Time

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

82410200020122024YearValue
82Latest year 2024

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
2024182$10,811,727$710,318$8,662iApproximate average salary by contribution assumption: employee only about $216,560 at 4% or $144,374 at 6%; with 50% employer match about $144,374 at 4% or $96,249 at 6%; with 100% employer match about $108,280 at 4% or $72,187 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-82$10,811,727$710,318$8,662iApproximate average salary by contribution assumption: employee only about $216,560 at 4% or $144,374 at 6%; with 50% employer match about $144,374 at 4% or $96,249 at 6%; with 100% employer match about $108,280 at 4% or $72,187 at 6%.
2023160$9,185,250$540,199$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-60$9,185,250$540,199$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
2022156$7,662,110$480,302$8,577iApproximate average salary by contribution assumption: employee only about $214,421 at 4% or $142,947 at 6%; with 50% employer match about $142,947 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,474 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-56$7,662,110$480,302$8,577iApproximate average salary by contribution assumption: employee only about $214,421 at 4% or $142,947 at 6%; with 50% employer match about $142,947 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,474 at 6%.
2021159$8,269,029$253,302$4,293iApproximate average salary by contribution assumption: employee only about $107,331 at 4% or $71,554 at 6%; with 50% employer match about $71,554 at 4% or $47,703 at 6%; with 100% employer match about $53,666 at 4% or $35,777 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-59$8,269,029$253,302$4,293iApproximate average salary by contribution assumption: employee only about $107,331 at 4% or $71,554 at 6%; with 50% employer match about $71,554 at 4% or $47,703 at 6%; with 100% employer match about $53,666 at 4% or $35,777 at 6%.
2020145$7,075,366$377,018$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-45$7,075,366$377,018$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
2019126$6,370,182$326,744$12,567iApproximate average salary by contribution assumption: employee only about $314,177 at 4% or $209,451 at 6%; with 50% employer match about $209,451 at 4% or $139,634 at 6%; with 100% employer match about $157,088 at 4% or $104,726 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-26$6,370,182$326,744$12,567iApproximate average salary by contribution assumption: employee only about $314,177 at 4% or $209,451 at 6%; with 50% employer match about $209,451 at 4% or $139,634 at 6%; with 100% employer match about $157,088 at 4% or $104,726 at 6%.
2018132$5,385,043$309,400$9,669iApproximate average salary by contribution assumption: employee only about $241,719 at 4% or $161,146 at 6%; with 50% employer match about $161,146 at 4% or $107,431 at 6%; with 100% employer match about $120,859 at 4% or $80,573 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-32$5,385,043$309,400$9,669iApproximate average salary by contribution assumption: employee only about $241,719 at 4% or $161,146 at 6%; with 50% employer match about $161,146 at 4% or $107,431 at 6%; with 100% employer match about $120,859 at 4% or $80,573 at 6%.
2017131$5,420,019$293,524$9,469iApproximate average salary by contribution assumption: employee only about $236,713 at 4% or $157,809 at 6%; with 50% employer match about $157,809 at 4% or $105,206 at 6%; with 100% employer match about $118,356 at 4% or $78,904 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-31$5,420,019$293,524$9,469iApproximate average salary by contribution assumption: employee only about $236,713 at 4% or $157,809 at 6%; with 50% employer match about $157,809 at 4% or $105,206 at 6%; with 100% employer match about $118,356 at 4% or $78,904 at 6%.
2016118$4,630,575$292,764$16,265iApproximate average salary by contribution assumption: employee only about $406,617 at 4% or $271,078 at 6%; with 50% employer match about $271,078 at 4% or $180,719 at 6%; with 100% employer match about $203,308 at 4% or $135,539 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-18$4,630,575$292,764$16,265iApproximate average salary by contribution assumption: employee only about $406,617 at 4% or $271,078 at 6%; with 50% employer match about $271,078 at 4% or $180,719 at 6%; with 100% employer match about $203,308 at 4% or $135,539 at 6%.
2015118$3,972,933$279,956$15,553iApproximate average salary by contribution assumption: employee only about $388,828 at 4% or $259,219 at 6%; with 50% employer match about $259,219 at 4% or $172,812 at 6%; with 100% employer match about $194,414 at 4% or $129,609 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-18$3,972,933$279,956$15,553iApproximate average salary by contribution assumption: employee only about $388,828 at 4% or $259,219 at 6%; with 50% employer match about $259,219 at 4% or $172,812 at 6%; with 100% employer match about $194,414 at 4% or $129,609 at 6%.
2014120$3,767,027$269,295$13,465iApproximate average salary by contribution assumption: employee only about $336,619 at 4% or $224,413 at 6%; with 50% employer match about $224,413 at 4% or $149,608 at 6%; with 100% employer match about $168,309 at 4% or $112,206 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-20$3,767,027$269,295$13,465iApproximate average salary by contribution assumption: employee only about $336,619 at 4% or $224,413 at 6%; with 50% employer match about $224,413 at 4% or $149,608 at 6%; with 100% employer match about $168,309 at 4% or $112,206 at 6%.
2013117$3,198,470$204,351$12,021iApproximate average salary by contribution assumption: employee only about $300,516 at 4% or $200,344 at 6%; with 50% employer match about $200,344 at 4% or $133,563 at 6%; with 100% employer match about $150,258 at 4% or $100,172 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-17$3,198,470$204,351$12,021iApproximate average salary by contribution assumption: employee only about $300,516 at 4% or $200,344 at 6%; with 50% employer match about $200,344 at 4% or $133,563 at 6%; with 100% employer match about $150,258 at 4% or $100,172 at 6%.
2012116$2,500,222$178,077$11,130iApproximate average salary by contribution assumption: employee only about $278,245 at 4% or $185,497 at 6%; with 50% employer match about $185,497 at 4% or $123,665 at 6%; with 100% employer match about $139,123 at 4% or $92,748 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-16$2,500,222$178,077$11,130iApproximate average salary by contribution assumption: employee only about $278,245 at 4% or $185,497 at 6%; with 50% employer match about $185,497 at 4% or $123,665 at 6%; with 100% employer match about $139,123 at 4% or $92,748 at 6%.
2011115$2,075,325$149,799$9,987iApproximate average salary by contribution assumption: employee only about $249,665 at 4% or $166,443 at 6%; with 50% employer match about $166,443 at 4% or $110,962 at 6%; with 100% employer match about $124,833 at 4% or $83,222 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-15$2,075,325$149,799$9,987iApproximate average salary by contribution assumption: employee only about $249,665 at 4% or $166,443 at 6%; with 50% employer match about $166,443 at 4% or $110,962 at 6%; with 100% employer match about $124,833 at 4% or $83,222 at 6%.
2010112$2,011,150$132,095$11,008iApproximate average salary by contribution assumption: employee only about $275,198 at 4% or $183,465 at 6%; with 50% employer match about $183,465 at 4% or $122,310 at 6%; with 100% employer match about $137,599 at 4% or $91,733 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-12$2,011,150$132,095$11,008iApproximate average salary by contribution assumption: employee only about $275,198 at 4% or $183,465 at 6%; with 50% employer match about $183,465 at 4% or $122,310 at 6%; with 100% employer match about $137,599 at 4% or $91,733 at 6%.
2009111$1,664,283$126,319$11,484iApproximate average salary by contribution assumption: employee only about $287,089 at 4% or $191,392 at 6%; with 50% employer match about $191,392 at 4% or $127,595 at 6%; with 100% employer match about $143,544 at 4% or $95,696 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-11$1,664,283$126,319$11,484iApproximate average salary by contribution assumption: employee only about $287,089 at 4% or $191,392 at 6%; with 50% employer match about $191,392 at 4% or $127,595 at 6%; with 100% employer match about $143,544 at 4% or $95,696 at 6%.
2008110$0$0-
Bernath & Rosenberg PC 401K Profit Sharing Plan-10---
2007110$0$0-
Bernath & Rosenberg PC 401K Profit Sharing Plan-10---
200616$1,459,425$165,478$27,580iApproximate average salary by contribution assumption: employee only about $689,492 at 4% or $459,661 at 6%; with 50% employer match about $459,661 at 4% or $306,441 at 6%; with 100% employer match about $344,746 at 4% or $229,831 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-6$1,459,425$165,478$27,580iApproximate average salary by contribution assumption: employee only about $689,492 at 4% or $459,661 at 6%; with 50% employer match about $459,661 at 4% or $306,441 at 6%; with 100% employer match about $344,746 at 4% or $229,831 at 6%.
200516$1,139,913$147,767$24,628iApproximate average salary by contribution assumption: employee only about $615,696 at 4% or $410,464 at 6%; with 50% employer match about $410,464 at 4% or $273,643 at 6%; with 100% employer match about $307,848 at 4% or $205,232 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-6$1,139,913$147,767$24,628iApproximate average salary by contribution assumption: employee only about $615,696 at 4% or $410,464 at 6%; with 50% employer match about $410,464 at 4% or $273,643 at 6%; with 100% employer match about $307,848 at 4% or $205,232 at 6%.
200417$940,093$137,680$19,669iApproximate average salary by contribution assumption: employee only about $491,714 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-7$940,093$137,680$19,669iApproximate average salary by contribution assumption: employee only about $491,714 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
200317$741,101$129,494$18,499iApproximate average salary by contribution assumption: employee only about $462,479 at 4% or $308,319 at 6%; with 50% employer match about $308,319 at 4% or $205,546 at 6%; with 100% employer match about $231,239 at 4% or $154,160 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-7$741,101$129,494$18,499iApproximate average salary by contribution assumption: employee only about $462,479 at 4% or $308,319 at 6%; with 50% employer match about $308,319 at 4% or $205,546 at 6%; with 100% employer match about $231,239 at 4% or $154,160 at 6%.
200219$565,218$129,341$14,371iApproximate average salary by contribution assumption: employee only about $359,281 at 4% or $239,520 at 6%; with 50% employer match about $239,520 at 4% or $159,680 at 6%; with 100% employer match about $179,640 at 4% or $119,760 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-9$565,218$129,341$14,371iApproximate average salary by contribution assumption: employee only about $359,281 at 4% or $239,520 at 6%; with 50% employer match about $239,520 at 4% or $159,680 at 6%; with 100% employer match about $179,640 at 4% or $119,760 at 6%.
200119$493,481$108,222$12,025iApproximate average salary by contribution assumption: employee only about $300,617 at 4% or $200,411 at 6%; with 50% employer match about $200,411 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,206 at 6%.
Bernath & Rosenberg PC 401K Profit Sharing Plan-9$493,481$108,222$12,025iApproximate average salary by contribution assumption: employee only about $300,617 at 4% or $200,411 at 6%; with 50% employer match about $200,411 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,206 at 6%.
2000110$0$0-
Bernath & Rosenberg PC 401K Profit Sharing Plan-10---