Civic Intelligence

Dr. Steven Berkowitz

Plan context: Steven Berkowitz, D.D.S. Profit Sharing Plan

EIN 13-3506601 • New York, NY • 51 filings • 2 plans

40 W. 86th StreetNew York, NY 10024
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$775,292

2024 Contributions

$39,791

Historical Graphs

Total Assets Over Time

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

$775,292$387,646$0199920132024YearValue
$775,292Latest year 2024

Participants Over Time

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

630199920122024YearValue
2Latest 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
202422$775,292$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-2$567,874$0-
Dr. Steven Berkowitz Pension Plan-1$207,418$0-
202322$720,147$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-2$527,480$0-
Dr. Steven Berkowitz Pension Plan-1$192,667$0-
202222$642,463$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-2$470,577$0-
Dr. Steven Berkowitz Pension Plan-1$171,886$0-
202123$762,018$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-3$558,234$0-
Dr. Steven Berkowitz Pension Plan-1$203,784$0-
202024$719,146$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-4$525,473$0-
Dr. Steven Berkowitz Pension Plan-2$193,673$0-
201924$647,908$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-4$473,415$0-
Dr. Steven Berkowitz Pension Plan-2$174,493$0-
201825$595,003$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$443,595$0-
Dr. Steven Berkowitz Pension Plan-2$151,408$0-
201725$626,320$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$466,940$0-
Dr. Steven Berkowitz Pension Plan-2$159,380$0-
201625$565,477$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$421,577$0-
Dr. Steven Berkowitz Pension Plan-2$143,900$0-
201525$538,094$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$401,160$0-
Dr. Steven Berkowitz Pension Plan-2$136,934$0-
201426$574,640$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$436,145$0-
Dr. Steven Berkowitz Pension Plan-2$138,495$0-
201326$569,177$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$434,410$0-
Dr. Steven Berkowitz Pension Plan-2$134,767$0-
201226$504,599$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$385,121$0-
Dr. Steven Berkowitz Pension Plan-2$119,478$0-
201126$465,066$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$354,948$0-
Dr. Steven Berkowitz Pension Plan-2$110,118$0-
201026$477,673$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$364,569$0-
Dr. Steven Berkowitz Pension Plan-2$113,104$0-
200926$435,831$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-6$332,599$0-
Dr. Steven Berkowitz Pension Plan-2$103,232$0-
200825$374,017$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$285,488--
Dr. Steven Berkowitz Pension Plan-1$88,529--
200725$0$0-
Dr. Steven Berkowitz Pension Plan-1---
Steven Berkowitz, D.D.S. Profit Sharing Plan-5---
200625$473,772$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$360,844--
Dr. Steven Berkowitz Pension Plan-1$112,928--
200525$431,339$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$327,270--
Dr. Steven Berkowitz Pension Plan-1$104,069--
200425$400,824$39,791$7,958iApproximate average salary by contribution assumption: employee only about $198,955 at 4% or $132,637 at 6%; with 50% employer match about $132,637 at 4% or $88,424 at 6%; with 100% employer match about $99,478 at 4% or $66,318 at 6%.
Steven Berkowitz, D.D.S. Profit Sharing Plan-5$305,458$39,791$7,958iApproximate average salary by contribution assumption: employee only about $198,955 at 4% or $132,637 at 6%; with 50% employer match about $132,637 at 4% or $88,424 at 6%; with 100% employer match about $99,478 at 4% or $66,318 at 6%.
Dr. Steven Berkowitz Pension Plan-1$95,366--
200324$323,948$37,520$9,380iApproximate average salary by contribution assumption: employee only about $234,500 at 4% or $156,333 at 6%; with 50% employer match about $156,333 at 4% or $104,222 at 6%; with 100% employer match about $117,250 at 4% or $78,167 at 6%.
Steven Berkowitz, D.D.S. Profit Sharing Plan-4$240,299$37,520$9,380iApproximate average salary by contribution assumption: employee only about $234,500 at 4% or $156,333 at 6%; with 50% employer match about $156,333 at 4% or $104,222 at 6%; with 100% employer match about $117,250 at 4% or $78,167 at 6%.
Dr. Steven Berkowitz Pension Plan-2$83,649--
200223$231,376$44,395$14,798iApproximate average salary by contribution assumption: employee only about $369,958 at 4% or $246,639 at 6%; with 50% employer match about $246,639 at 4% or $164,426 at 6%; with 100% employer match about $184,979 at 4% or $123,319 at 6%.
Steven Berkowitz, D.D.S. Profit Sharing Plan-3$167,567$44,395$14,798iApproximate average salary by contribution assumption: employee only about $369,958 at 4% or $246,639 at 6%; with 50% employer match about $246,639 at 4% or $164,426 at 6%; with 100% employer match about $184,979 at 4% or $123,319 at 6%.
Dr. Steven Berkowitz Pension Plan-2$63,809--
200124$0$0-
Dr. Steven Berkowitz Pension Plan-4---
Steven Berkowitz, D.D.S. Profit Sharing Plan-4---
200014$0$0-
Steven Berkowitz, D.D.S. Profit Sharing Plan-4---
199924$262,880$30,383$7,596iApproximate average salary by contribution assumption: employee only about $189,894 at 4% or $126,596 at 6%; with 50% employer match about $126,596 at 4% or $84,397 at 6%; with 100% employer match about $94,947 at 4% or $63,298 at 6%.
Steven Berkowitz, D.D.S. Profit Sharing Plan-4$148,708$10,599$2,650iApproximate average salary by contribution assumption: employee only about $66,244 at 4% or $44,163 at 6%; with 50% employer match about $44,163 at 4% or $29,442 at 6%; with 100% employer match about $33,122 at 4% or $22,081 at 6%.
Dr. Steven Berkowitz Pension Plan-4$114,172$19,784$4,946iApproximate average salary by contribution assumption: employee only about $123,650 at 4% or $82,433 at 6%; with 50% employer match about $82,433 at 4% or $54,956 at 6%; with 100% employer match about $61,825 at 4% or $41,217 at 6%.
Dr. Steven Berkowitz | EIN 13-3506601 | 2024 Form 5500 Company Profile