Civic Intelligence

Berkowitz & Berkowitz Cpas

Plan context: Berkowitz & Berkowitz Self Employed Retirement Plan

EIN 23-2000627 • 24 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$7,015,555

2022 Contributions

$183,147

Historical Graphs

Total Assets Over Time

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

$7,015,555$3,507,778$0199920132021YearValue
$7,015,555Latest year 2021

Participants Over Time

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

840199920112021YearValue
7Latest year 2021

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
202210$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-0---
202117$7,015,555$183,147$26,164iApproximate average salary by contribution assumption: employee only about $654,096 at 4% or $436,064 at 6%; with 50% employer match about $436,064 at 4% or $290,710 at 6%; with 100% employer match about $327,048 at 4% or $218,032 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$7,015,555$183,147$26,164iApproximate average salary by contribution assumption: employee only about $654,096 at 4% or $436,064 at 6%; with 50% employer match about $436,064 at 4% or $290,710 at 6%; with 100% employer match about $327,048 at 4% or $218,032 at 6%.
202016$6,135,942$166,445$27,741iApproximate average salary by contribution assumption: employee only about $693,521 at 4% or $462,347 at 6%; with 50% employer match about $462,347 at 4% or $308,231 at 6%; with 100% employer match about $346,760 at 4% or $231,174 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-6$6,135,942$166,445$27,741iApproximate average salary by contribution assumption: employee only about $693,521 at 4% or $462,347 at 6%; with 50% employer match about $462,347 at 4% or $308,231 at 6%; with 100% employer match about $346,760 at 4% or $231,174 at 6%.
201917$5,626,480$177,344$25,335iApproximate average salary by contribution assumption: employee only about $633,371 at 4% or $422,248 at 6%; with 50% employer match about $422,248 at 4% or $281,498 at 6%; with 100% employer match about $316,686 at 4% or $211,124 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$5,626,480$177,344$25,335iApproximate average salary by contribution assumption: employee only about $633,371 at 4% or $422,248 at 6%; with 50% employer match about $422,248 at 4% or $281,498 at 6%; with 100% employer match about $316,686 at 4% or $211,124 at 6%.
201817$4,693,749$184,987$26,427iApproximate average salary by contribution assumption: employee only about $660,668 at 4% or $440,445 at 6%; with 50% employer match about $440,445 at 4% or $293,630 at 6%; with 100% employer match about $330,334 at 4% or $220,223 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$4,693,749$184,987$26,427iApproximate average salary by contribution assumption: employee only about $660,668 at 4% or $440,445 at 6%; with 50% employer match about $440,445 at 4% or $293,630 at 6%; with 100% employer match about $330,334 at 4% or $220,223 at 6%.
201717$4,761,759$162,242$23,177iApproximate average salary by contribution assumption: employee only about $579,436 at 4% or $386,290 at 6%; with 50% employer match about $386,290 at 4% or $257,527 at 6%; with 100% employer match about $289,718 at 4% or $193,145 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$4,761,759$162,242$23,177iApproximate average salary by contribution assumption: employee only about $579,436 at 4% or $386,290 at 6%; with 50% employer match about $386,290 at 4% or $257,527 at 6%; with 100% employer match about $289,718 at 4% or $193,145 at 6%.
201618$4,101,955$156,868$19,609iApproximate average salary by contribution assumption: employee only about $490,213 at 4% or $326,808 at 6%; with 50% employer match about $326,808 at 4% or $217,872 at 6%; with 100% employer match about $245,106 at 4% or $163,404 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-8$4,101,955$156,868$19,609iApproximate average salary by contribution assumption: employee only about $490,213 at 4% or $326,808 at 6%; with 50% employer match about $326,808 at 4% or $217,872 at 6%; with 100% employer match about $245,106 at 4% or $163,404 at 6%.
201516$3,601,065$127,715$21,286iApproximate average salary by contribution assumption: employee only about $532,146 at 4% or $354,764 at 6%; with 50% employer match about $354,764 at 4% or $236,509 at 6%; with 100% employer match about $266,073 at 4% or $177,382 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-6$3,601,065$127,715$21,286iApproximate average salary by contribution assumption: employee only about $532,146 at 4% or $354,764 at 6%; with 50% employer match about $354,764 at 4% or $236,509 at 6%; with 100% employer match about $266,073 at 4% or $177,382 at 6%.
201418$3,600,003$144,116$18,015iApproximate average salary by contribution assumption: employee only about $450,363 at 4% or $300,242 at 6%; with 50% employer match about $300,242 at 4% or $200,161 at 6%; with 100% employer match about $225,181 at 4% or $150,121 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-8$3,600,003$144,116$18,015iApproximate average salary by contribution assumption: employee only about $450,363 at 4% or $300,242 at 6%; with 50% employer match about $300,242 at 4% or $200,161 at 6%; with 100% employer match about $225,181 at 4% or $150,121 at 6%.
201318$3,248,826$190,362$23,795iApproximate average salary by contribution assumption: employee only about $594,881 at 4% or $396,588 at 6%; with 50% employer match about $396,588 at 4% or $264,392 at 6%; with 100% employer match about $297,441 at 4% or $198,294 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-8$3,248,826$190,362$23,795iApproximate average salary by contribution assumption: employee only about $594,881 at 4% or $396,588 at 6%; with 50% employer match about $396,588 at 4% or $264,392 at 6%; with 100% employer match about $297,441 at 4% or $198,294 at 6%.
201217$2,653,599$160,740$22,963iApproximate average salary by contribution assumption: employee only about $574,071 at 4% or $382,714 at 6%; with 50% employer match about $382,714 at 4% or $255,143 at 6%; with 100% employer match about $287,036 at 4% or $191,357 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$2,653,599$160,740$22,963iApproximate average salary by contribution assumption: employee only about $574,071 at 4% or $382,714 at 6%; with 50% employer match about $382,714 at 4% or $255,143 at 6%; with 100% employer match about $287,036 at 4% or $191,357 at 6%.
201117$3,429,959$150,189$21,456iApproximate average salary by contribution assumption: employee only about $536,389 at 4% or $357,593 at 6%; with 50% employer match about $357,593 at 4% or $238,395 at 6%; with 100% employer match about $268,195 at 4% or $178,796 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$3,429,959$150,189$21,456iApproximate average salary by contribution assumption: employee only about $536,389 at 4% or $357,593 at 6%; with 50% employer match about $357,593 at 4% or $238,395 at 6%; with 100% employer match about $268,195 at 4% or $178,796 at 6%.
201017$3,383,512$135,701$19,386iApproximate average salary by contribution assumption: employee only about $484,646 at 4% or $323,098 at 6%; with 50% employer match about $323,098 at 4% or $215,398 at 6%; with 100% employer match about $242,323 at 4% or $161,549 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$3,383,512$135,701$19,386iApproximate average salary by contribution assumption: employee only about $484,646 at 4% or $323,098 at 6%; with 50% employer match about $323,098 at 4% or $215,398 at 6%; with 100% employer match about $242,323 at 4% or $161,549 at 6%.
200917$3,015,615$121,730$17,390iApproximate average salary by contribution assumption: employee only about $434,750 at 4% or $289,833 at 6%; with 50% employer match about $289,833 at 4% or $193,222 at 6%; with 100% employer match about $217,375 at 4% or $144,917 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$3,015,615$121,730$17,390iApproximate average salary by contribution assumption: employee only about $434,750 at 4% or $289,833 at 6%; with 50% employer match about $289,833 at 4% or $193,222 at 6%; with 100% employer match about $217,375 at 4% or $144,917 at 6%.
200810$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-0---
200715$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-5---
200615$3,195,350$114,255$22,851iApproximate average salary by contribution assumption: employee only about $571,275 at 4% or $380,850 at 6%; with 50% employer match about $380,850 at 4% or $253,900 at 6%; with 100% employer match about $285,638 at 4% or $190,425 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-5$3,195,350$114,255$22,851iApproximate average salary by contribution assumption: employee only about $571,275 at 4% or $380,850 at 6%; with 50% employer match about $380,850 at 4% or $253,900 at 6%; with 100% employer match about $285,638 at 4% or $190,425 at 6%.
200516$3,503,684$105,962$17,660iApproximate average salary by contribution assumption: employee only about $441,508 at 4% or $294,339 at 6%; with 50% employer match about $294,339 at 4% or $196,226 at 6%; with 100% employer match about $220,754 at 4% or $147,169 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-6$3,503,684$105,962$17,660iApproximate average salary by contribution assumption: employee only about $441,508 at 4% or $294,339 at 6%; with 50% employer match about $294,339 at 4% or $196,226 at 6%; with 100% employer match about $220,754 at 4% or $147,169 at 6%.
200417$3,584,725$68,705$9,815iApproximate average salary by contribution assumption: employee only about $245,375 at 4% or $163,583 at 6%; with 50% employer match about $163,583 at 4% or $109,056 at 6%; with 100% employer match about $122,688 at 4% or $81,792 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$3,584,725$68,705$9,815iApproximate average salary by contribution assumption: employee only about $245,375 at 4% or $163,583 at 6%; with 50% employer match about $163,583 at 4% or $109,056 at 6%; with 100% employer match about $122,688 at 4% or $81,792 at 6%.
200318$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-8---
200217$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-7---
200118$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-8---
200017$0$0-
Berkowitz & Berkowitz Self Employed Retirement Plan-7---
199917$3,645,534$81,515$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
Berkowitz & Berkowitz Self Employed Retirement Plan-7$3,645,534$81,515$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.