Brian Alperstein
Plan context: Brian Alperstein PLLC Cash Balance Plan
EIN 20-4129126 • Washington, DC • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$3,918,037
2024 Contributions
$790,503
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 | 15 | $3,918,037 | $790,503 | $52,700iApproximate average salary by contribution assumption: employee only about $1,317,505 at 4% or $878,337 at 6%; with 50% employer match about $878,337 at 4% or $585,558 at 6%; with 100% employer match about $658,753 at 4% or $439,168 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 11 | $2,640,076 | $537,490 | $48,863iApproximate average salary by contribution assumption: employee only about $1,221,568 at 4% or $814,379 at 6%; with 50% employer match about $814,379 at 4% or $542,919 at 6%; with 100% employer match about $610,784 at 4% or $407,189 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 15 | $1,277,961 | $253,013 | $16,868iApproximate average salary by contribution assumption: employee only about $421,688 at 4% or $281,126 at 6%; with 50% employer match about $281,126 at 4% or $187,417 at 6%; with 100% employer match about $210,844 at 4% or $140,563 at 6%. |
| 2023 | 2 | 10 | $2,884,745 | $397,160 | $39,716iApproximate average salary by contribution assumption: employee only about $992,900 at 4% or $661,933 at 6%; with 50% employer match about $661,933 at 4% or $441,289 at 6%; with 100% employer match about $496,450 at 4% or $330,967 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 8 | $1,949,731 | $248,316 | $31,040iApproximate average salary by contribution assumption: employee only about $775,988 at 4% or $517,325 at 6%; with 50% employer match about $517,325 at 4% or $344,883 at 6%; with 100% employer match about $387,994 at 4% or $258,663 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 10 | $935,014 | $148,844 | $14,884iApproximate average salary by contribution assumption: employee only about $372,110 at 4% or $248,073 at 6%; with 50% employer match about $248,073 at 4% or $165,382 at 6%; with 100% employer match about $186,055 at 4% or $124,037 at 6%. |
| 2022 | 2 | 8 | $2,429,294 | $283,966 | $35,496iApproximate average salary by contribution assumption: employee only about $887,394 at 4% or $591,596 at 6%; with 50% employer match about $591,596 at 4% or $394,397 at 6%; with 100% employer match about $443,697 at 4% or $295,798 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 6 | $1,511,897 | $135,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 8 | $917,397 | $148,966 | $18,621iApproximate average salary by contribution assumption: employee only about $465,519 at 4% or $310,346 at 6%; with 50% employer match about $310,346 at 4% or $206,897 at 6%; with 100% employer match about $232,759 at 4% or $155,173 at 6%. |
| 2021 | 2 | 6 | $2,488,389 | $169,280 | $28,213iApproximate average salary by contribution assumption: employee only about $705,333 at 4% or $470,222 at 6%; with 50% employer match about $470,222 at 4% or $313,481 at 6%; with 100% employer match about $352,667 at 4% or $235,111 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 5 | $1,583,562 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 6 | $904,827 | $119,280 | $19,880iApproximate average salary by contribution assumption: employee only about $497,000 at 4% or $331,333 at 6%; with 50% employer match about $331,333 at 4% or $220,889 at 6%; with 100% employer match about $248,500 at 4% or $165,667 at 6%. |
| 2020 | 2 | 5 | $2,087,356 | $154,212 | $30,842iApproximate average salary by contribution assumption: employee only about $771,060 at 4% or $514,040 at 6%; with 50% employer match about $514,040 at 4% or $342,693 at 6%; with 100% employer match about $385,530 at 4% or $257,020 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 5 | $1,392,566 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 5 | $694,790 | $104,212 | $20,842iApproximate average salary by contribution assumption: employee only about $521,060 at 4% or $347,373 at 6%; with 50% employer match about $347,373 at 4% or $231,582 at 6%; with 100% employer match about $260,530 at 4% or $173,687 at 6%. |
| 2019 | 2 | 5 | $1,697,272 | $129,291 | $25,858iApproximate average salary by contribution assumption: employee only about $646,455 at 4% or $430,970 at 6%; with 50% employer match about $430,970 at 4% or $287,313 at 6%; with 100% employer match about $323,228 at 4% or $215,485 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 5 | $1,189,822 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 5 | $507,450 | $104,291 | $20,858iApproximate average salary by contribution assumption: employee only about $521,455 at 4% or $347,637 at 6%; with 50% employer match about $347,637 at 4% or $231,758 at 6%; with 100% employer match about $260,728 at 4% or $173,818 at 6%. |
| 2018 | 2 | 4 | $1,353,210 | $105,839 | $26,460iApproximate average salary by contribution assumption: employee only about $661,494 at 4% or $440,996 at 6%; with 50% employer match about $440,996 at 4% or $293,997 at 6%; with 100% employer match about $330,747 at 4% or $220,498 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 4 | $1,009,637 | $50,000 | $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%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 4 | $343,573 | $55,839 | $13,960iApproximate average salary by contribution assumption: employee only about $348,994 at 4% or $232,663 at 6%; with 50% employer match about $232,663 at 4% or $155,108 at 6%; with 100% employer match about $174,497 at 4% or $116,331 at 6%. |
| 2017 | 2 | 4 | $1,336,471 | $168,887 | $42,222iApproximate average salary by contribution assumption: employee only about $1,055,544 at 4% or $703,696 at 6%; with 50% employer match about $703,696 at 4% or $469,131 at 6%; with 100% employer match about $527,772 at 4% or $351,848 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 2 | $1,022,193 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 4 | $314,278 | $68,887 | $17,222iApproximate average salary by contribution assumption: employee only about $430,544 at 4% or $287,029 at 6%; with 50% employer match about $287,029 at 4% or $191,353 at 6%; with 100% employer match about $215,272 at 4% or $143,515 at 6%. |
| 2016 | 2 | 2 | $1,041,714 | $215,100 | $107,550iApproximate average salary by contribution assumption: employee only about $2,688,750 at 4% or $1,792,500 at 6%; with 50% employer match about $1,792,500 at 4% or $1,195,000 at 6%; with 100% employer match about $1,344,375 at 4% or $896,250 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 2 | $818,943 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 2 | $222,771 | $65,100 | $32,550iApproximate average salary by contribution assumption: employee only about $813,750 at 4% or $542,500 at 6%; with 50% employer match about $542,500 at 4% or $361,667 at 6%; with 100% employer match about $406,875 at 4% or $271,250 at 6%. |
| 2015 | 2 | 2 | $790,049 | $93,580 | $46,790iApproximate average salary by contribution assumption: employee only about $1,169,750 at 4% or $779,833 at 6%; with 50% employer match about $779,833 at 4% or $519,889 at 6%; with 100% employer match about $584,875 at 4% or $389,917 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 2 | $637,438 | $40,000 | $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%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 2 | $152,611 | $53,580 | $26,790iApproximate average salary by contribution assumption: employee only about $669,750 at 4% or $446,500 at 6%; with 50% employer match about $446,500 at 4% or $297,667 at 6%; with 100% employer match about $334,875 at 4% or $223,250 at 6%. |
| 2014 | 1 | 2 | $103,166 | $24,064 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 2 | $103,166 | $24,064 | $12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%. |
| 2012 | 2 | 1 | $462,091 | $190,000 | $190,000iApproximate average salary by contribution assumption: employee only about $4,750,000 at 4% or $3,166,667 at 6%; with 50% employer match about $3,166,667 at 4% or $2,111,111 at 6%; with 100% employer match about $2,375,000 at 4% or $1,583,333 at 6%. |
| Brian Alperstein PLLC Cash Balance Plan | - | 1 | $412,441 | $158,000 | $158,000iApproximate average salary by contribution assumption: employee only about $3,950,000 at 4% or $2,633,333 at 6%; with 50% employer match about $2,633,333 at 4% or $1,755,556 at 6%; with 100% employer match about $1,975,000 at 4% or $1,316,667 at 6%. |
| Brian Alperstein PLLC 401(K) Profit Sharing Plan | - | 1 | $49,650 | $32,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |