Civic Intelligence

Bernstein & Lipsett PC

Plan context: Bernstein & Lipsett PC Profit Sharing Plan

EIN 20-0747479 • Washington, DC • 38 filings • 8 plans

1629 K Street, N.w.Suite 1050Washington, DC 20006-1602
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,807,742

2024 Contributions

$88,877

Historical Graphs

Total Assets Over Time

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

$4,530,539$2,265,270$0200420142024YearValue
$2,807,742Latest year 2024

Participants Over Time

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

320200420142024YearValue
3Latest 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
202413$2,807,742$88,877$29,626iApproximate average salary by contribution assumption: employee only about $740,642 at 4% or $493,761 at 6%; with 50% employer match about $493,761 at 4% or $329,174 at 6%; with 100% employer match about $370,321 at 4% or $246,881 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,807,742$88,877$29,626iApproximate average salary by contribution assumption: employee only about $740,642 at 4% or $493,761 at 6%; with 50% employer match about $493,761 at 4% or $329,174 at 6%; with 100% employer match about $370,321 at 4% or $246,881 at 6%.
202313$2,618,098$91,829$30,610iApproximate average salary by contribution assumption: employee only about $765,242 at 4% or $510,161 at 6%; with 50% employer match about $510,161 at 4% or $340,107 at 6%; with 100% employer match about $382,621 at 4% or $255,081 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,618,098$91,829$30,610iApproximate average salary by contribution assumption: employee only about $765,242 at 4% or $510,161 at 6%; with 50% employer match about $510,161 at 4% or $340,107 at 6%; with 100% employer match about $382,621 at 4% or $255,081 at 6%.
202213$2,424,821$72,700$24,233iApproximate average salary by contribution assumption: employee only about $605,833 at 4% or $403,889 at 6%; with 50% employer match about $403,889 at 4% or $269,259 at 6%; with 100% employer match about $302,917 at 4% or $201,944 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,424,821$72,700$24,233iApproximate average salary by contribution assumption: employee only about $605,833 at 4% or $403,889 at 6%; with 50% employer match about $403,889 at 4% or $269,259 at 6%; with 100% employer match about $302,917 at 4% or $201,944 at 6%.
202113$2,843,488$161,959$53,986iApproximate average salary by contribution assumption: employee only about $1,349,658 at 4% or $899,772 at 6%; with 50% employer match about $899,772 at 4% or $599,848 at 6%; with 100% employer match about $674,829 at 4% or $449,886 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,843,488$161,959$53,986iApproximate average salary by contribution assumption: employee only about $1,349,658 at 4% or $899,772 at 6%; with 50% employer match about $899,772 at 4% or $599,848 at 6%; with 100% employer match about $674,829 at 4% or $449,886 at 6%.
202013$2,430,958$156,520$52,173iApproximate average salary by contribution assumption: employee only about $1,304,333 at 4% or $869,556 at 6%; with 50% employer match about $869,556 at 4% or $579,704 at 6%; with 100% employer match about $652,167 at 4% or $434,778 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,430,958$156,520$52,173iApproximate average salary by contribution assumption: employee only about $1,304,333 at 4% or $869,556 at 6%; with 50% employer match about $869,556 at 4% or $579,704 at 6%; with 100% employer match about $652,167 at 4% or $434,778 at 6%.
201913$2,069,343$152,708$50,903iApproximate average salary by contribution assumption: employee only about $1,272,567 at 4% or $848,378 at 6%; with 50% employer match about $848,378 at 4% or $565,585 at 6%; with 100% employer match about $636,283 at 4% or $424,189 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$2,069,343$152,708$50,903iApproximate average salary by contribution assumption: employee only about $1,272,567 at 4% or $848,378 at 6%; with 50% employer match about $848,378 at 4% or $565,585 at 6%; with 100% employer match about $636,283 at 4% or $424,189 at 6%.
201823$1,655,161$148,268$49,423iApproximate average salary by contribution assumption: employee only about $1,235,567 at 4% or $823,711 at 6%; with 50% employer match about $823,711 at 4% or $549,141 at 6%; with 100% employer match about $617,783 at 4% or $411,856 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$1,655,161$148,268$49,423iApproximate average salary by contribution assumption: employee only about $1,235,567 at 4% or $823,711 at 6%; with 50% employer match about $823,711 at 4% or $549,141 at 6%; with 100% employer match about $617,783 at 4% or $411,856 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-0$0$0-
201723$1,475,298$146,433$48,811iApproximate average salary by contribution assumption: employee only about $1,220,275 at 4% or $813,517 at 6%; with 50% employer match about $813,517 at 4% or $542,344 at 6%; with 100% employer match about $610,138 at 4% or $406,758 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$1,059,461$61,200$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$415,837$85,233$28,411iApproximate average salary by contribution assumption: employee only about $710,275 at 4% or $473,517 at 6%; with 50% employer match about $473,517 at 4% or $315,678 at 6%; with 100% employer match about $355,138 at 4% or $236,758 at 6%.
201623$1,206,881$140,609$46,870iApproximate average salary by contribution assumption: employee only about $1,171,742 at 4% or $781,161 at 6%; with 50% employer match about $781,161 at 4% or $520,774 at 6%; with 100% employer match about $585,871 at 4% or $390,581 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$875,445$56,925$18,975iApproximate average salary by contribution assumption: employee only about $474,375 at 4% or $316,250 at 6%; with 50% employer match about $316,250 at 4% or $210,833 at 6%; with 100% employer match about $237,188 at 4% or $158,125 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$331,436$83,684$27,895iApproximate average salary by contribution assumption: employee only about $697,367 at 4% or $464,911 at 6%; with 50% employer match about $464,911 at 4% or $309,941 at 6%; with 100% employer match about $348,683 at 4% or $232,456 at 6%.
201523$1,041,044$143,617$47,872iApproximate average salary by contribution assumption: employee only about $1,196,808 at 4% or $797,872 at 6%; with 50% employer match about $797,872 at 4% or $531,915 at 6%; with 100% employer match about $598,404 at 4% or $398,936 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$791,223$60,200$20,067iApproximate average salary by contribution assumption: employee only about $501,667 at 4% or $334,444 at 6%; with 50% employer match about $334,444 at 4% or $222,963 at 6%; with 100% employer match about $250,833 at 4% or $167,222 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$249,821$83,417$27,806iApproximate average salary by contribution assumption: employee only about $695,142 at 4% or $463,428 at 6%; with 50% employer match about $463,428 at 4% or $308,952 at 6%; with 100% employer match about $347,571 at 4% or $231,714 at 6%.
201423$890,020$86,271$28,757iApproximate average salary by contribution assumption: employee only about $718,925 at 4% or $479,283 at 6%; with 50% employer match about $479,283 at 4% or $319,522 at 6%; with 100% employer match about $359,463 at 4% or $239,642 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$723,466$58,200$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-3$166,554$28,071$9,357iApproximate average salary by contribution assumption: employee only about $233,925 at 4% or $155,950 at 6%; with 50% employer match about $155,950 at 4% or $103,967 at 6%; with 100% employer match about $116,963 at 4% or $77,975 at 6%.
201323$779,176$68,393$22,798iApproximate average salary by contribution assumption: employee only about $569,942 at 4% or $379,961 at 6%; with 50% employer match about $379,961 at 4% or $253,307 at 6%; with 100% employer match about $284,971 at 4% or $189,981 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$640,643$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$138,533$12,393$12,393iApproximate average salary by contribution assumption: employee only about $309,825 at 4% or $206,550 at 6%; with 50% employer match about $206,550 at 4% or $137,700 at 6%; with 100% employer match about $154,913 at 4% or $103,275 at 6%.
201233$4,530,539$349,976$116,659iApproximate average salary by contribution assumption: employee only about $2,916,467 at 4% or $1,944,311 at 6%; with 50% employer match about $1,944,311 at 4% or $1,296,207 at 6%; with 100% employer match about $1,458,233 at 4% or $972,156 at 6%.
BERNSTEIN & LIPSETT, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST-2$3,898,228$279,000$139,500iApproximate average salary by contribution assumption: employee only about $3,487,500 at 4% or $2,325,000 at 6%; with 50% employer match about $2,325,000 at 4% or $1,550,000 at 6%; with 100% employer match about $1,743,750 at 4% or $1,162,500 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$506,121$56,900$18,967iApproximate average salary by contribution assumption: employee only about $474,167 at 4% or $316,111 at 6%; with 50% employer match about $316,111 at 4% or $210,741 at 6%; with 100% employer match about $237,083 at 4% or $158,056 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$126,190$14,076$14,076iApproximate average salary by contribution assumption: employee only about $351,900 at 4% or $234,600 at 6%; with 50% employer match about $234,600 at 4% or $156,400 at 6%; with 100% employer match about $175,950 at 4% or $117,300 at 6%.
201123$530,596$66,045$22,015iApproximate average salary by contribution assumption: employee only about $550,375 at 4% or $366,917 at 6%; with 50% employer match about $366,917 at 4% or $244,611 at 6%; with 100% employer match about $275,188 at 4% or $183,458 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$418,432$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$112,164$12,045$12,045iApproximate average salary by contribution assumption: employee only about $301,125 at 4% or $200,750 at 6%; with 50% employer match about $200,750 at 4% or $133,833 at 6%; with 100% employer match about $150,563 at 4% or $100,375 at 6%.
201023$480,245$64,545$21,515iApproximate average salary by contribution assumption: employee only about $537,875 at 4% or $358,583 at 6%; with 50% employer match about $358,583 at 4% or $239,056 at 6%; with 100% employer match about $268,938 at 4% or $179,292 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$380,076$53,050$17,683iApproximate average salary by contribution assumption: employee only about $442,083 at 4% or $294,722 at 6%; with 50% employer match about $294,722 at 4% or $196,481 at 6%; with 100% employer match about $221,042 at 4% or $147,361 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$100,169$11,495$11,495iApproximate average salary by contribution assumption: employee only about $287,375 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,688 at 4% or $95,792 at 6%.
200923$391,113$64,290$21,430iApproximate average salary by contribution assumption: employee only about $535,750 at 4% or $357,167 at 6%; with 50% employer match about $357,167 at 4% or $238,111 at 6%; with 100% employer match about $267,875 at 4% or $178,583 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$302,390$53,100$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$88,723$11,190$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
200823$278,365$68,289$22,763iApproximate average salary by contribution assumption: employee only about $569,075 at 4% or $379,383 at 6%; with 50% employer match about $379,383 at 4% or $252,922 at 6%; with 100% employer match about $284,538 at 4% or $189,692 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$200,796$56,500$18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$77,569$11,789$11,789iApproximate average salary by contribution assumption: employee only about $294,725 at 4% or $196,483 at 6%; with 50% employer match about $196,483 at 4% or $130,989 at 6%; with 100% employer match about $147,363 at 4% or $98,242 at 6%.
200723$308,785$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$243,958$56,500$18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$64,827$13,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200623$198,495$53,492$17,831iApproximate average salary by contribution assumption: employee only about $445,767 at 4% or $297,178 at 6%; with 50% employer match about $297,178 at 4% or $198,119 at 6%; with 100% employer match about $222,883 at 4% or $148,589 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$149,234$49,050$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$49,261$4,442$4,442iApproximate average salary by contribution assumption: employee only about $111,050 at 4% or $74,033 at 6%; with 50% employer match about $74,033 at 4% or $49,356 at 6%; with 100% employer match about $55,525 at 4% or $37,017 at 6%.
200523$134,788$62,531$20,844iApproximate average salary by contribution assumption: employee only about $521,092 at 4% or $347,394 at 6%; with 50% employer match about $347,394 at 4% or $231,596 at 6%; with 100% employer match about $260,546 at 4% or $173,697 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$91,682$39,850$13,283iApproximate average salary by contribution assumption: employee only about $332,083 at 4% or $221,389 at 6%; with 50% employer match about $221,389 at 4% or $147,593 at 6%; with 100% employer match about $166,042 at 4% or $110,694 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$43,106$22,681$22,681iApproximate average salary by contribution assumption: employee only about $567,025 at 4% or $378,017 at 6%; with 50% employer match about $378,017 at 4% or $252,011 at 6%; with 100% employer match about $283,513 at 4% or $189,008 at 6%.
200433$491,479$491,113$163,704iApproximate average salary by contribution assumption: employee only about $4,092,608 at 4% or $2,728,406 at 6%; with 50% employer match about $2,728,406 at 4% or $1,818,937 at 6%; with 100% employer match about $2,046,304 at 4% or $1,364,203 at 6%.
BERNSTEIN & LIPSETT, PC DEFINED BENEFIT PESION PLA-2$426,432$426,113$213,057iApproximate average salary by contribution assumption: employee only about $5,326,413 at 4% or $3,550,942 at 6%; with 50% employer match about $3,550,942 at 4% or $2,367,294 at 6%; with 100% employer match about $2,663,206 at 4% or $1,775,471 at 6%.
Bernstein & Lipsett PC Section 401(K) Plan-3$45,031$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Bernstein & Lipsett PC Profit Sharing Plan-1$20,016$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.