The Leonard Bernstein Office Inc.
Plan context: The Amberson Retirement Plan
EIN 13-3852400 • New York, NY • 49 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$11,500,827
2024 Contributions
$101,280
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 11 | $11,500,827 | $101,280 | $9,207iApproximate average salary by contribution assumption: employee only about $230,182 at 4% or $153,455 at 6%; with 50% employer match about $153,455 at 4% or $102,303 at 6%; with 100% employer match about $115,091 at 4% or $76,727 at 6%. |
| The Amberson Retirement Plan | - | 10 | $6,698,402 | $0 | - |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 11 | $4,802,425 | $101,280 | $9,207iApproximate average salary by contribution assumption: employee only about $230,182 at 4% or $153,455 at 6%; with 50% employer match about $153,455 at 4% or $102,303 at 6%; with 100% employer match about $115,091 at 4% or $76,727 at 6%. |
| 2023 | 2 | 12 | $10,661,741 | $108,790 | $9,066iApproximate average salary by contribution assumption: employee only about $226,646 at 4% or $151,097 at 6%; with 50% employer match about $151,097 at 4% or $100,731 at 6%; with 100% employer match about $113,323 at 4% or $75,549 at 6%. |
| The Amberson Retirement Plan | - | 11 | $6,424,249 | $4,000 | $364iApproximate average salary by contribution assumption: employee only about $9,091 at 4% or $6,061 at 6%; with 50% employer match about $6,061 at 4% or $4,040 at 6%; with 100% employer match about $4,545 at 4% or $3,030 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 12 | $4,237,492 | $104,790 | $8,733iApproximate average salary by contribution assumption: employee only about $218,313 at 4% or $145,542 at 6%; with 50% employer match about $145,542 at 4% or $97,028 at 6%; with 100% employer match about $109,156 at 4% or $72,771 at 6%. |
| 2022 | 2 | 12 | $10,629,070 | $225,450 | $18,788iApproximate average salary by contribution assumption: employee only about $469,688 at 4% or $313,125 at 6%; with 50% employer match about $313,125 at 4% or $208,750 at 6%; with 100% employer match about $234,844 at 4% or $156,563 at 6%. |
| The Amberson Retirement Plan | - | 11 | $6,460,032 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 12 | $4,169,038 | $125,450 | $10,454iApproximate average salary by contribution assumption: employee only about $261,354 at 4% or $174,236 at 6%; with 50% employer match about $174,236 at 4% or $116,157 at 6%; with 100% employer match about $130,677 at 4% or $87,118 at 6%. |
| 2021 | 2 | 13 | $12,880,658 | $129,370 | $9,952iApproximate average salary by contribution assumption: employee only about $248,788 at 4% or $165,859 at 6%; with 50% employer match about $165,859 at 4% or $110,573 at 6%; with 100% employer match about $124,394 at 4% or $82,929 at 6%. |
| The Amberson Retirement Plan | - | 12 | $7,939,057 | $0 | - |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $4,941,601 | $129,370 | $9,952iApproximate average salary by contribution assumption: employee only about $248,788 at 4% or $165,859 at 6%; with 50% employer match about $165,859 at 4% or $110,573 at 6%; with 100% employer match about $124,394 at 4% or $82,929 at 6%. |
| 2020 | 2 | 13 | $12,039,641 | $157,958 | $12,151iApproximate average salary by contribution assumption: employee only about $303,765 at 4% or $202,510 at 6%; with 50% employer match about $202,510 at 4% or $135,007 at 6%; with 100% employer match about $151,883 at 4% or $101,255 at 6%. |
| The Amberson Retirement Plan | - | 13 | $7,067,821 | $33,333 | $2,564iApproximate average salary by contribution assumption: employee only about $64,102 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,367 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $4,971,820 | $124,625 | $9,587iApproximate average salary by contribution assumption: employee only about $239,663 at 4% or $159,776 at 6%; with 50% employer match about $159,776 at 4% or $106,517 at 6%; with 100% employer match about $119,832 at 4% or $79,888 at 6%. |
| 2019 | 2 | 18 | $11,210,800 | $483,630 | $26,868iApproximate average salary by contribution assumption: employee only about $671,708 at 4% or $447,806 at 6%; with 50% employer match about $447,806 at 4% or $298,537 at 6%; with 100% employer match about $335,854 at 4% or $223,903 at 6%. |
| The Amberson Retirement Plan | - | 18 | $6,985,482 | $400,000 | $22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $4,225,318 | $83,630 | $6,433iApproximate average salary by contribution assumption: employee only about $160,827 at 4% or $107,218 at 6%; with 50% employer match about $107,218 at 4% or $71,479 at 6%; with 100% employer match about $80,413 at 4% or $53,609 at 6%. |
| 2018 | 2 | 17 | $9,377,196 | $319,854 | $18,815iApproximate average salary by contribution assumption: employee only about $470,374 at 4% or $313,582 at 6%; with 50% employer match about $313,582 at 4% or $209,055 at 6%; with 100% employer match about $235,187 at 4% or $156,791 at 6%. |
| The Amberson Retirement Plan | - | 17 | $5,793,302 | $200,000 | $11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 14 | $3,583,894 | $119,854 | $8,561iApproximate average salary by contribution assumption: employee only about $214,025 at 4% or $142,683 at 6%; with 50% employer match about $142,683 at 4% or $95,122 at 6%; with 100% employer match about $107,013 at 4% or $71,342 at 6%. |
| 2017 | 2 | 16 | $9,542,423 | $323,355 | $20,210iApproximate average salary by contribution assumption: employee only about $505,242 at 4% or $336,828 at 6%; with 50% employer match about $336,828 at 4% or $224,552 at 6%; with 100% employer match about $252,621 at 4% or $168,414 at 6%. |
| The Amberson Retirement Plan | - | 16 | $5,889,134 | $200,000 | $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%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $3,653,289 | $123,355 | $9,489iApproximate average salary by contribution assumption: employee only about $237,221 at 4% or $158,147 at 6%; with 50% employer match about $158,147 at 4% or $105,432 at 6%; with 100% employer match about $118,611 at 4% or $79,074 at 6%. |
| 2016 | 2 | 16 | $7,937,148 | $323,105 | $20,194iApproximate average salary by contribution assumption: employee only about $504,852 at 4% or $336,568 at 6%; with 50% employer match about $336,568 at 4% or $224,378 at 6%; with 100% employer match about $252,426 at 4% or $168,284 at 6%. |
| The Amberson Retirement Plan | - | 16 | $4,898,704 | $200,000 | $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%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $3,038,444 | $123,105 | $9,470iApproximate average salary by contribution assumption: employee only about $236,740 at 4% or $157,827 at 6%; with 50% employer match about $157,827 at 4% or $105,218 at 6%; with 100% employer match about $118,370 at 4% or $78,913 at 6%. |
| 2015 | 2 | 15 | $7,030,051 | $313,405 | $20,894iApproximate average salary by contribution assumption: employee only about $522,342 at 4% or $348,228 at 6%; with 50% employer match about $348,228 at 4% or $232,152 at 6%; with 100% employer match about $261,171 at 4% or $174,114 at 6%. |
| The Amberson Retirement Plan | - | 15 | $4,363,645 | $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%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 11 | $2,666,406 | $113,405 | $10,310iApproximate average salary by contribution assumption: employee only about $257,739 at 4% or $171,826 at 6%; with 50% employer match about $171,826 at 4% or $114,551 at 6%; with 100% employer match about $128,869 at 4% or $85,913 at 6%. |
| 2014 | 2 | 14 | $6,810,261 | $313,314 | $22,380iApproximate average salary by contribution assumption: employee only about $559,489 at 4% or $372,993 at 6%; with 50% employer match about $372,993 at 4% or $248,662 at 6%; with 100% employer match about $279,745 at 4% or $186,496 at 6%. |
| The Amberson Retirement Plan | - | 14 | $4,181,492 | $200,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $2,628,769 | $113,314 | $8,716iApproximate average salary by contribution assumption: employee only about $217,912 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,850 at 6%; with 100% employer match about $108,956 at 4% or $72,637 at 6%. |
| 2013 | 2 | 14 | $6,045,457 | $519,450 | $37,104iApproximate average salary by contribution assumption: employee only about $927,589 at 4% or $618,393 at 6%; with 50% employer match about $618,393 at 4% or $412,262 at 6%; with 100% employer match about $463,795 at 4% or $309,196 at 6%. |
| The Amberson Retirement Plan | - | 14 | $3,725,297 | $400,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $2,320,160 | $119,450 | $9,188iApproximate average salary by contribution assumption: employee only about $229,712 at 4% or $153,141 at 6%; with 50% employer match about $153,141 at 4% or $102,094 at 6%; with 100% employer match about $114,856 at 4% or $76,571 at 6%. |
| 2012 | 2 | 14 | $4,563,498 | $113,510 | $8,108iApproximate average salary by contribution assumption: employee only about $202,696 at 4% or $135,131 at 6%; with 50% employer match about $135,131 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%. |
| The Amberson Retirement Plan | - | 14 | $2,754,182 | $0 | - |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 14 | $1,809,316 | $113,510 | $8,108iApproximate average salary by contribution assumption: employee only about $202,696 at 4% or $135,131 at 6%; with 50% employer match about $135,131 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%. |
| 2011 | 2 | 14 | $3,966,465 | $301,450 | $21,532iApproximate average salary by contribution assumption: employee only about $538,304 at 4% or $358,869 at 6%; with 50% employer match about $358,869 at 4% or $239,246 at 6%; with 100% employer match about $269,152 at 4% or $179,435 at 6%. |
| The Amberson Retirement Plan | - | 14 | $2,457,010 | $200,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $1,509,455 | $101,450 | $7,804iApproximate average salary by contribution assumption: employee only about $195,096 at 4% or $130,064 at 6%; with 50% employer match about $130,064 at 4% or $86,709 at 6%; with 100% employer match about $97,548 at 4% or $65,032 at 6%. |
| 2010 | 2 | 14 | $3,662,819 | $304,101 | $21,722iApproximate average salary by contribution assumption: employee only about $543,038 at 4% or $362,025 at 6%; with 50% employer match about $362,025 at 4% or $241,350 at 6%; with 100% employer match about $271,519 at 4% or $181,013 at 6%. |
| The Amberson Retirement Plan | - | 14 | $2,263,569 | $200,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 13 | $1,399,250 | $104,101 | $8,008iApproximate average salary by contribution assumption: employee only about $200,194 at 4% or $133,463 at 6%; with 50% employer match about $133,463 at 4% or $88,975 at 6%; with 100% employer match about $100,097 at 4% or $66,731 at 6%. |
| 2009 | 2 | 14 | $3,533,404 | $318,541 | $22,753iApproximate average salary by contribution assumption: employee only about $568,823 at 4% or $379,215 at 6%; with 50% employer match about $379,215 at 4% or $252,810 at 6%; with 100% employer match about $284,412 at 4% or $189,608 at 6%. |
| The Amberson Retirement Plan | - | 13 | $2,165,307 | $200,000 | $15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 14 | $1,368,097 | $118,541 | $8,467iApproximate average salary by contribution assumption: employee only about $211,680 at 4% or $141,120 at 6%; with 50% employer match about $141,120 at 4% or $94,080 at 6%; with 100% employer match about $105,840 at 4% or $70,560 at 6%. |
| 2008 | 2 | 8 | $2,584,708 | $324,095 | $40,512iApproximate average salary by contribution assumption: employee only about $1,012,797 at 4% or $675,198 at 6%; with 50% employer match about $675,198 at 4% or $450,132 at 6%; with 100% employer match about $506,398 at 4% or $337,599 at 6%. |
| The Amberson Retirement Plan | - | 8 | $1,577,703 | $235,000 | $29,375iApproximate average salary by contribution assumption: employee only about $734,375 at 4% or $489,583 at 6%; with 50% employer match about $489,583 at 4% or $326,389 at 6%; with 100% employer match about $367,188 at 4% or $244,792 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 8 | $1,007,005 | $89,095 | $11,137iApproximate average salary by contribution assumption: employee only about $278,422 at 4% or $185,615 at 6%; with 50% employer match about $185,615 at 4% or $123,743 at 6%; with 100% employer match about $139,211 at 4% or $92,807 at 6%. |
| 2007 | 2 | 10 | $0 | $0 | - |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 10 | - | - | - |
| The Amberson Retirement Plan | - | 10 | - | - | - |
| 2006 | 2 | 11 | $2,624,624 | $334,475 | $30,407iApproximate average salary by contribution assumption: employee only about $760,170 at 4% or $506,780 at 6%; with 50% employer match about $506,780 at 4% or $337,854 at 6%; with 100% employer match about $380,085 at 4% or $253,390 at 6%. |
| The Amberson Retirement Plan | - | 10 | $1,390,969 | $237,711 | $23,771iApproximate average salary by contribution assumption: employee only about $594,278 at 4% or $396,185 at 6%; with 50% employer match about $396,185 at 4% or $264,123 at 6%; with 100% employer match about $297,139 at 4% or $198,093 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 11 | $1,233,655 | $96,764 | $8,797iApproximate average salary by contribution assumption: employee only about $219,918 at 4% or $146,612 at 6%; with 50% employer match about $146,612 at 4% or $97,741 at 6%; with 100% employer match about $109,959 at 4% or $73,306 at 6%. |
| 2005 | 2 | 10 | $2,046,908 | $263,064 | $26,306iApproximate average salary by contribution assumption: employee only about $657,660 at 4% or $438,440 at 6%; with 50% employer match about $438,440 at 4% or $292,293 at 6%; with 100% employer match about $328,830 at 4% or $219,220 at 6%. |
| The Amberson Retirement Plan | - | 9 | $1,047,081 | $177,000 | $19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 10 | $999,827 | $86,064 | $8,606iApproximate average salary by contribution assumption: employee only about $215,160 at 4% or $143,440 at 6%; with 50% employer match about $143,440 at 4% or $95,627 at 6%; with 100% employer match about $107,580 at 4% or $71,720 at 6%. |
| 2003 | 1 | 12 | $656,775 | $51,796 | $4,316iApproximate average salary by contribution assumption: employee only about $107,908 at 4% or $71,939 at 6%; with 50% employer match about $71,939 at 4% or $47,959 at 6%; with 100% employer match about $53,954 at 4% or $35,969 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 12 | $656,775 | $51,796 | $4,316iApproximate average salary by contribution assumption: employee only about $107,908 at 4% or $71,939 at 6%; with 50% employer match about $71,939 at 4% or $47,959 at 6%; with 100% employer match about $53,954 at 4% or $35,969 at 6%. |
| 2002 | 2 | 14 | $486,493 | $56,728 | $4,052iApproximate average salary by contribution assumption: employee only about $101,300 at 4% or $67,533 at 6%; with 50% employer match about $67,533 at 4% or $45,022 at 6%; with 100% employer match about $50,650 at 4% or $33,767 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 14 | $486,493 | $56,728 | $4,052iApproximate average salary by contribution assumption: employee only about $101,300 at 4% or $67,533 at 6%; with 50% employer match about $67,533 at 4% or $45,022 at 6%; with 100% employer match about $50,650 at 4% or $33,767 at 6%. |
| The Amberson Retirement Plan | - | 12 | - | - | - |
| 2001 | 2 | 15 | $0 | $0 | - |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 15 | - | - | - |
| The Amberson Retirement Plan | - | 12 | - | - | - |
| 2000 | 2 | 14 | $484,265 | $63,495 | $4,535iApproximate average salary by contribution assumption: employee only about $113,384 at 4% or $75,589 at 6%; with 50% employer match about $75,589 at 4% or $50,393 at 6%; with 100% employer match about $56,692 at 4% or $37,795 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 14 | $484,265 | $63,495 | $4,535iApproximate average salary by contribution assumption: employee only about $113,384 at 4% or $75,589 at 6%; with 50% employer match about $75,589 at 4% or $50,393 at 6%; with 100% employer match about $56,692 at 4% or $37,795 at 6%. |
| The Amberson Retirement Plan | - | 13 | - | - | - |
| 1999 | 2 | 15 | $945,569 | $86,189 | $5,746iApproximate average salary by contribution assumption: employee only about $143,648 at 4% or $95,766 at 6%; with 50% employer match about $95,766 at 4% or $63,844 at 6%; with 100% employer match about $71,824 at 4% or $47,883 at 6%. |
| The Leonard Bernstein Office Inc. 401(K) Plan | - | 15 | $514,622 | $61,512 | $4,101iApproximate average salary by contribution assumption: employee only about $102,520 at 4% or $68,347 at 6%; with 50% employer match about $68,347 at 4% or $45,564 at 6%; with 100% employer match about $51,260 at 4% or $34,173 at 6%. |
| The Amberson Retirement Plan | - | 14 | $430,947 | $24,677 | $1,763iApproximate average salary by contribution assumption: employee only about $44,066 at 4% or $29,377 at 6%; with 50% employer match about $29,377 at 4% or $19,585 at 6%; with 100% employer match about $22,033 at 4% or $14,689 at 6%. |