Civic Intelligence

Bernstein Simpson Gilbert & Morowitz LLC

Plan context: Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan

EIN 22-2354790 • Sanatoga, PA • 18 filings • 3 plans

2081 E. High Street, Suite 200Sanatoga, PA 19464
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,355,081

2016 Contributions

$117,980

Historical Graphs

Total Assets Over Time

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

$2,296,243$1,148,122$0199920082016YearValue
$1,355,081Latest year 2016

Participants Over Time

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

19100199920082016YearValue
3Latest year 2016

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
201613$1,355,081$117,980$39,327iApproximate average salary by contribution assumption: employee only about $983,167 at 4% or $655,444 at 6%; with 50% employer match about $655,444 at 4% or $436,963 at 6%; with 100% employer match about $491,583 at 4% or $327,722 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-3$1,355,081$117,980$39,327iApproximate average salary by contribution assumption: employee only about $983,167 at 4% or $655,444 at 6%; with 50% employer match about $655,444 at 4% or $436,963 at 6%; with 100% employer match about $491,583 at 4% or $327,722 at 6%.
201514$1,189,670$109,047$27,262iApproximate average salary by contribution assumption: employee only about $681,544 at 4% or $454,363 at 6%; with 50% employer match about $454,363 at 4% or $302,908 at 6%; with 100% employer match about $340,772 at 4% or $227,181 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-4$1,189,670$109,047$27,262iApproximate average salary by contribution assumption: employee only about $681,544 at 4% or $454,363 at 6%; with 50% employer match about $454,363 at 4% or $302,908 at 6%; with 100% employer match about $340,772 at 4% or $227,181 at 6%.
201414$1,124,174$59,025$14,756iApproximate average salary by contribution assumption: employee only about $368,906 at 4% or $245,938 at 6%; with 50% employer match about $245,938 at 4% or $163,958 at 6%; with 100% employer match about $184,453 at 4% or $122,969 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-4$1,124,174$59,025$14,756iApproximate average salary by contribution assumption: employee only about $368,906 at 4% or $245,938 at 6%; with 50% employer match about $245,938 at 4% or $163,958 at 6%; with 100% employer match about $184,453 at 4% or $122,969 at 6%.
201316$1,197,769$97,553$16,259iApproximate average salary by contribution assumption: employee only about $406,471 at 4% or $270,981 at 6%; with 50% employer match about $270,981 at 4% or $180,654 at 6%; with 100% employer match about $203,235 at 4% or $135,490 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-6$1,197,769$97,553$16,259iApproximate average salary by contribution assumption: employee only about $406,471 at 4% or $270,981 at 6%; with 50% employer match about $270,981 at 4% or $180,654 at 6%; with 100% employer match about $203,235 at 4% or $135,490 at 6%.
2012113$1,947,788$200,790$15,445iApproximate average salary by contribution assumption: employee only about $386,135 at 4% or $257,423 at 6%; with 50% employer match about $257,423 at 4% or $171,615 at 6%; with 100% employer match about $193,067 at 4% or $128,712 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-13$1,947,788$200,790$15,445iApproximate average salary by contribution assumption: employee only about $386,135 at 4% or $257,423 at 6%; with 50% employer match about $257,423 at 4% or $171,615 at 6%; with 100% employer match about $193,067 at 4% or $128,712 at 6%.
2011114$2,282,874$224,486$16,035iApproximate average salary by contribution assumption: employee only about $400,868 at 4% or $267,245 at 6%; with 50% employer match about $267,245 at 4% or $178,163 at 6%; with 100% employer match about $200,434 at 4% or $133,623 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-14$2,282,874$224,486$16,035iApproximate average salary by contribution assumption: employee only about $400,868 at 4% or $267,245 at 6%; with 50% employer match about $267,245 at 4% or $178,163 at 6%; with 100% employer match about $200,434 at 4% or $133,623 at 6%.
2010119$2,296,243$206,912$10,890iApproximate average salary by contribution assumption: employee only about $272,253 at 4% or $181,502 at 6%; with 50% employer match about $181,502 at 4% or $121,001 at 6%; with 100% employer match about $136,126 at 4% or $90,751 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-19$2,296,243$206,912$10,890iApproximate average salary by contribution assumption: employee only about $272,253 at 4% or $181,502 at 6%; with 50% employer match about $181,502 at 4% or $121,001 at 6%; with 100% employer match about $136,126 at 4% or $90,751 at 6%.
2009119$1,899,746$165,024$8,685iApproximate average salary by contribution assumption: employee only about $217,137 at 4% or $144,758 at 6%; with 50% employer match about $144,758 at 4% or $96,505 at 6%; with 100% employer match about $108,568 at 4% or $72,379 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-19$1,899,746$165,024$8,685iApproximate average salary by contribution assumption: employee only about $217,137 at 4% or $144,758 at 6%; with 50% employer match about $144,758 at 4% or $96,505 at 6%; with 100% employer match about $108,568 at 4% or $72,379 at 6%.
2008114$1,486,389$168,895$12,064iApproximate average salary by contribution assumption: employee only about $301,598 at 4% or $201,065 at 6%; with 50% employer match about $201,065 at 4% or $134,044 at 6%; with 100% employer match about $150,799 at 4% or $100,533 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-14$1,486,389$168,895$12,064iApproximate average salary by contribution assumption: employee only about $301,598 at 4% or $201,065 at 6%; with 50% employer match about $201,065 at 4% or $134,044 at 6%; with 100% employer match about $150,799 at 4% or $100,533 at 6%.
2007113$0$0-
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-13---
2006115$1,905,008$281,117$18,741iApproximate average salary by contribution assumption: employee only about $468,528 at 4% or $312,352 at 6%; with 50% employer match about $312,352 at 4% or $208,235 at 6%; with 100% employer match about $234,264 at 4% or $156,176 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-15$1,905,008$281,117$18,741iApproximate average salary by contribution assumption: employee only about $468,528 at 4% or $312,352 at 6%; with 50% employer match about $312,352 at 4% or $208,235 at 6%; with 100% employer match about $234,264 at 4% or $156,176 at 6%.
2005115$1,508,964$248,697$16,580iApproximate average salary by contribution assumption: employee only about $414,495 at 4% or $276,330 at 6%; with 50% employer match about $276,330 at 4% or $184,220 at 6%; with 100% employer match about $207,248 at 4% or $138,165 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-15$1,508,964$248,697$16,580iApproximate average salary by contribution assumption: employee only about $414,495 at 4% or $276,330 at 6%; with 50% employer match about $276,330 at 4% or $184,220 at 6%; with 100% employer match about $207,248 at 4% or $138,165 at 6%.
2004113$1,212,739$158,276$12,175iApproximate average salary by contribution assumption: employee only about $304,377 at 4% or $202,918 at 6%; with 50% employer match about $202,918 at 4% or $135,279 at 6%; with 100% employer match about $152,188 at 4% or $101,459 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-13$1,212,739$158,276$12,175iApproximate average salary by contribution assumption: employee only about $304,377 at 4% or $202,918 at 6%; with 50% employer match about $202,918 at 4% or $135,279 at 6%; with 100% employer match about $152,188 at 4% or $101,459 at 6%.
2003111$1,007,288$102,666$9,333iApproximate average salary by contribution assumption: employee only about $233,332 at 4% or $155,555 at 6%; with 50% employer match about $155,555 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-11$1,007,288$102,666$9,333iApproximate average salary by contribution assumption: employee only about $233,332 at 4% or $155,555 at 6%; with 50% employer match about $155,555 at 4% or $103,703 at 6%; with 100% employer match about $116,666 at 4% or $77,777 at 6%.
2002112$804,841$108,273$9,023iApproximate average salary by contribution assumption: employee only about $225,569 at 4% or $150,379 at 6%; with 50% employer match about $150,379 at 4% or $100,253 at 6%; with 100% employer match about $112,784 at 4% or $75,190 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-12$804,841$108,273$9,023iApproximate average salary by contribution assumption: employee only about $225,569 at 4% or $150,379 at 6%; with 50% employer match about $150,379 at 4% or $100,253 at 6%; with 100% employer match about $112,784 at 4% or $75,190 at 6%.
2001110$1,079,138$109,225$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-10$1,079,138$109,225$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
2000115$1,016,946$82,117$5,474iApproximate average salary by contribution assumption: employee only about $136,862 at 4% or $91,241 at 6%; with 50% employer match about $91,241 at 4% or $60,827 at 6%; with 100% employer match about $68,431 at 4% or $45,621 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-15$1,016,946$82,117$5,474iApproximate average salary by contribution assumption: employee only about $136,862 at 4% or $91,241 at 6%; with 50% employer match about $91,241 at 4% or $60,827 at 6%; with 100% employer match about $68,431 at 4% or $45,621 at 6%.
1999114$871,990$68,890$4,921iApproximate average salary by contribution assumption: employee only about $123,018 at 4% or $82,012 at 6%; with 50% employer match about $82,012 at 4% or $54,675 at 6%; with 100% employer match about $61,509 at 4% or $41,006 at 6%.
Kalter Snyder Bernstein Cohen & Simpson Profit Sharing Savings Plan-14$871,990$68,890$4,921iApproximate average salary by contribution assumption: employee only about $123,018 at 4% or $82,012 at 6%; with 50% employer match about $82,012 at 4% or $54,675 at 6%; with 100% employer match about $61,509 at 4% or $41,006 at 6%.