Eric M. Bernstein & Associates LLC
Plan context: Eric M. Bernstein & Associates LLC 401(K) Savings Plan
EIN 22-3690440 • Warren, NJ • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,214,348
2024 Contributions
$105,492
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 | 1 | 7 | $2,214,348 | $105,492 | $15,070iApproximate average salary by contribution assumption: employee only about $376,757 at 4% or $251,171 at 6%; with 50% employer match about $251,171 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 7 | $2,214,348 | $105,492 | $15,070iApproximate average salary by contribution assumption: employee only about $376,757 at 4% or $251,171 at 6%; with 50% employer match about $251,171 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%. |
| 2023 | 1 | 8 | $1,955,236 | $101,010 | $12,626iApproximate average salary by contribution assumption: employee only about $315,656 at 4% or $210,438 at 6%; with 50% employer match about $210,438 at 4% or $140,292 at 6%; with 100% employer match about $157,828 at 4% or $105,219 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 8 | $1,955,236 | $101,010 | $12,626iApproximate average salary by contribution assumption: employee only about $315,656 at 4% or $210,438 at 6%; with 50% employer match about $210,438 at 4% or $140,292 at 6%; with 100% employer match about $157,828 at 4% or $105,219 at 6%. |
| 2022 | 1 | 6 | $1,578,012 | $93,121 | $15,520iApproximate average salary by contribution assumption: employee only about $388,004 at 4% or $258,669 at 6%; with 50% employer match about $258,669 at 4% or $172,446 at 6%; with 100% employer match about $194,002 at 4% or $129,335 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $1,578,012 | $93,121 | $15,520iApproximate average salary by contribution assumption: employee only about $388,004 at 4% or $258,669 at 6%; with 50% employer match about $258,669 at 4% or $172,446 at 6%; with 100% employer match about $194,002 at 4% or $129,335 at 6%. |
| 2021 | 1 | 7 | $1,830,798 | $112,431 | $16,062iApproximate average salary by contribution assumption: employee only about $401,539 at 4% or $267,693 at 6%; with 50% employer match about $267,693 at 4% or $178,462 at 6%; with 100% employer match about $200,770 at 4% or $133,846 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 7 | $1,830,798 | $112,431 | $16,062iApproximate average salary by contribution assumption: employee only about $401,539 at 4% or $267,693 at 6%; with 50% employer match about $267,693 at 4% or $178,462 at 6%; with 100% employer match about $200,770 at 4% or $133,846 at 6%. |
| 2020 | 1 | 7 | $1,437,870 | $96,906 | $13,844iApproximate average salary by contribution assumption: employee only about $346,093 at 4% or $230,729 at 6%; with 50% employer match about $230,729 at 4% or $153,819 at 6%; with 100% employer match about $173,046 at 4% or $115,364 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 7 | $1,437,870 | $96,906 | $13,844iApproximate average salary by contribution assumption: employee only about $346,093 at 4% or $230,729 at 6%; with 50% employer match about $230,729 at 4% or $153,819 at 6%; with 100% employer match about $173,046 at 4% or $115,364 at 6%. |
| 2019 | 1 | 5 | $1,168,848 | $93,526 | $18,705iApproximate average salary by contribution assumption: employee only about $467,630 at 4% or $311,753 at 6%; with 50% employer match about $311,753 at 4% or $207,836 at 6%; with 100% employer match about $233,815 at 4% or $155,877 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $1,168,848 | $93,526 | $18,705iApproximate average salary by contribution assumption: employee only about $467,630 at 4% or $311,753 at 6%; with 50% employer match about $311,753 at 4% or $207,836 at 6%; with 100% employer match about $233,815 at 4% or $155,877 at 6%. |
| 2018 | 1 | 5 | $860,221 | $97,984 | $19,597iApproximate average salary by contribution assumption: employee only about $489,920 at 4% or $326,613 at 6%; with 50% employer match about $326,613 at 4% or $217,742 at 6%; with 100% employer match about $244,960 at 4% or $163,307 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $860,221 | $97,984 | $19,597iApproximate average salary by contribution assumption: employee only about $489,920 at 4% or $326,613 at 6%; with 50% employer match about $326,613 at 4% or $217,742 at 6%; with 100% employer match about $244,960 at 4% or $163,307 at 6%. |
| 2017 | 1 | 5 | $837,427 | $91,052 | $18,210iApproximate average salary by contribution assumption: employee only about $455,260 at 4% or $303,507 at 6%; with 50% employer match about $303,507 at 4% or $202,338 at 6%; with 100% employer match about $227,630 at 4% or $151,753 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $837,427 | $91,052 | $18,210iApproximate average salary by contribution assumption: employee only about $455,260 at 4% or $303,507 at 6%; with 50% employer match about $303,507 at 4% or $202,338 at 6%; with 100% employer match about $227,630 at 4% or $151,753 at 6%. |
| 2016 | 1 | 4 | $627,080 | $62,276 | $15,569iApproximate average salary by contribution assumption: employee only about $389,225 at 4% or $259,483 at 6%; with 50% employer match about $259,483 at 4% or $172,989 at 6%; with 100% employer match about $194,613 at 4% or $129,742 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 4 | $627,080 | $62,276 | $15,569iApproximate average salary by contribution assumption: employee only about $389,225 at 4% or $259,483 at 6%; with 50% employer match about $259,483 at 4% or $172,989 at 6%; with 100% employer match about $194,613 at 4% or $129,742 at 6%. |
| 2015 | 1 | 3 | $533,995 | $37,216 | $12,405iApproximate average salary by contribution assumption: employee only about $310,133 at 4% or $206,756 at 6%; with 50% employer match about $206,756 at 4% or $137,837 at 6%; with 100% employer match about $155,067 at 4% or $103,378 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 3 | $533,995 | $37,216 | $12,405iApproximate average salary by contribution assumption: employee only about $310,133 at 4% or $206,756 at 6%; with 50% employer match about $206,756 at 4% or $137,837 at 6%; with 100% employer match about $155,067 at 4% or $103,378 at 6%. |
| 2014 | 1 | 4 | $499,350 | $36,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 4 | $499,350 | $36,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2013 | 1 | 5 | $483,485 | $43,390 | $8,678iApproximate average salary by contribution assumption: employee only about $216,950 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,475 at 4% or $72,317 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $483,485 | $43,390 | $8,678iApproximate average salary by contribution assumption: employee only about $216,950 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,475 at 4% or $72,317 at 6%. |
| 2012 | 1 | 6 | $562,893 | $73,401 | $12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $562,893 | $73,401 | $12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%. |
| 2011 | 1 | 6 | $443,965 | $69,417 | $11,570iApproximate average salary by contribution assumption: employee only about $289,238 at 4% or $192,825 at 6%; with 50% employer match about $192,825 at 4% or $128,550 at 6%; with 100% employer match about $144,619 at 4% or $96,413 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $443,965 | $69,417 | $11,570iApproximate average salary by contribution assumption: employee only about $289,238 at 4% or $192,825 at 6%; with 50% employer match about $192,825 at 4% or $128,550 at 6%; with 100% employer match about $144,619 at 4% or $96,413 at 6%. |
| 2010 | 1 | 6 | $385,684 | $63,789 | $10,632iApproximate average salary by contribution assumption: employee only about $265,788 at 4% or $177,192 at 6%; with 50% employer match about $177,192 at 4% or $118,128 at 6%; with 100% employer match about $132,894 at 4% or $88,596 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $385,684 | $63,789 | $10,632iApproximate average salary by contribution assumption: employee only about $265,788 at 4% or $177,192 at 6%; with 50% employer match about $177,192 at 4% or $118,128 at 6%; with 100% employer match about $132,894 at 4% or $88,596 at 6%. |
| 2009 | 1 | 5 | $293,772 | $52,463 | $10,493iApproximate average salary by contribution assumption: employee only about $262,315 at 4% or $174,877 at 6%; with 50% employer match about $174,877 at 4% or $116,584 at 6%; with 100% employer match about $131,158 at 4% or $87,438 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $293,772 | $52,463 | $10,493iApproximate average salary by contribution assumption: employee only about $262,315 at 4% or $174,877 at 6%; with 50% employer match about $174,877 at 4% or $116,584 at 6%; with 100% employer match about $131,158 at 4% or $87,438 at 6%. |
| 2008 | 1 | 7 | $215,447 | $71,855 | $10,265iApproximate average salary by contribution assumption: employee only about $256,625 at 4% or $171,083 at 6%; with 50% employer match about $171,083 at 4% or $114,056 at 6%; with 100% employer match about $128,313 at 4% or $85,542 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 7 | $215,447 | $71,855 | $10,265iApproximate average salary by contribution assumption: employee only about $256,625 at 4% or $171,083 at 6%; with 50% employer match about $171,083 at 4% or $114,056 at 6%; with 100% employer match about $128,313 at 4% or $85,542 at 6%. |
| 2007 | 1 | 6 | $237,375 | $64,738 | $10,790iApproximate average salary by contribution assumption: employee only about $269,742 at 4% or $179,828 at 6%; with 50% employer match about $179,828 at 4% or $119,885 at 6%; with 100% employer match about $134,871 at 4% or $89,914 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $237,375 | $64,738 | $10,790iApproximate average salary by contribution assumption: employee only about $269,742 at 4% or $179,828 at 6%; with 50% employer match about $179,828 at 4% or $119,885 at 6%; with 100% employer match about $134,871 at 4% or $89,914 at 6%. |
| 2006 | 1 | 5 | $160,363 | $34,614 | $6,923iApproximate average salary by contribution assumption: employee only about $173,070 at 4% or $115,380 at 6%; with 50% employer match about $115,380 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $160,363 | $34,614 | $6,923iApproximate average salary by contribution assumption: employee only about $173,070 at 4% or $115,380 at 6%; with 50% employer match about $115,380 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%. |
| 2005 | 1 | 9 | $117,559 | $37,958 | $4,218iApproximate average salary by contribution assumption: employee only about $105,439 at 4% or $70,293 at 6%; with 50% employer match about $70,293 at 4% or $46,862 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 9 | $117,559 | $37,958 | $4,218iApproximate average salary by contribution assumption: employee only about $105,439 at 4% or $70,293 at 6%; with 50% employer match about $70,293 at 4% or $46,862 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%. |
| 2004 | 1 | 4 | $73,455 | $32,701 | $8,175iApproximate average salary by contribution assumption: employee only about $204,381 at 4% or $136,254 at 6%; with 50% employer match about $136,254 at 4% or $90,836 at 6%; with 100% employer match about $102,191 at 4% or $68,127 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 4 | $73,455 | $32,701 | $8,175iApproximate average salary by contribution assumption: employee only about $204,381 at 4% or $136,254 at 6%; with 50% employer match about $136,254 at 4% or $90,836 at 6%; with 100% employer match about $102,191 at 4% or $68,127 at 6%. |
| 2003 | 1 | 6 | $49,532 | $16,181 | $2,697iApproximate average salary by contribution assumption: employee only about $67,421 at 4% or $44,947 at 6%; with 50% employer match about $44,947 at 4% or $29,965 at 6%; with 100% employer match about $33,710 at 4% or $22,474 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 6 | $49,532 | $16,181 | $2,697iApproximate average salary by contribution assumption: employee only about $67,421 at 4% or $44,947 at 6%; with 50% employer match about $44,947 at 4% or $29,965 at 6%; with 100% employer match about $33,710 at 4% or $22,474 at 6%. |
| 2002 | 1 | 5 | $47,855 | $29,929 | $5,986iApproximate average salary by contribution assumption: employee only about $149,645 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,509 at 6%; with 100% employer match about $74,823 at 4% or $49,882 at 6%. |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 5 | $47,855 | $29,929 | $5,986iApproximate average salary by contribution assumption: employee only about $149,645 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,509 at 6%; with 100% employer match about $74,823 at 4% or $49,882 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 7 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Eric M. Bernstein & Associates LLC 401(K) Savings Plan | - | 4 | - | - | - |