Civic Intelligence

E. Berkowitz & Company

Plan context: E. Berkowitz & Company Profit Sharing Plan and Trust

EIN 23-2333799 • Mt. Laurel, NJ • 24 filings • 3 plans

Fellowship Business Center520 Fellowship Rd., Suite B202Mt. Laurel, NJ 08054
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$933,254

2024 Contributions

$64,652

Historical Graphs

Total Assets Over Time

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

$1,899,691$949,846$0199920142024YearValue
$933,254Latest year 2024

Participants Over Time

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

740199920132024YearValue
7Latest 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
202417$933,254$64,652$9,236iApproximate average salary by contribution assumption: employee only about $230,900 at 4% or $153,933 at 6%; with 50% employer match about $153,933 at 4% or $102,622 at 6%; with 100% employer match about $115,450 at 4% or $76,967 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-7$933,254$64,652$9,236iApproximate average salary by contribution assumption: employee only about $230,900 at 4% or $153,933 at 6%; with 50% employer match about $153,933 at 4% or $102,622 at 6%; with 100% employer match about $115,450 at 4% or $76,967 at 6%.
202316$795,293$96,959$16,160iApproximate average salary by contribution assumption: employee only about $403,996 at 4% or $269,331 at 6%; with 50% employer match about $269,331 at 4% or $179,554 at 6%; with 100% employer match about $201,998 at 4% or $134,665 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-6$795,293$96,959$16,160iApproximate average salary by contribution assumption: employee only about $403,996 at 4% or $269,331 at 6%; with 50% employer match about $269,331 at 4% or $179,554 at 6%; with 100% employer match about $201,998 at 4% or $134,665 at 6%.
202216$613,927$86,886$14,481iApproximate average salary by contribution assumption: employee only about $362,025 at 4% or $241,350 at 6%; with 50% employer match about $241,350 at 4% or $160,900 at 6%; with 100% employer match about $181,013 at 4% or $120,675 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-6$613,927$86,886$14,481iApproximate average salary by contribution assumption: employee only about $362,025 at 4% or $241,350 at 6%; with 50% employer match about $241,350 at 4% or $160,900 at 6%; with 100% employer match about $181,013 at 4% or $120,675 at 6%.
202115$620,927$75,266$15,053iApproximate average salary by contribution assumption: employee only about $376,330 at 4% or $250,887 at 6%; with 50% employer match about $250,887 at 4% or $167,258 at 6%; with 100% employer match about $188,165 at 4% or $125,443 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$620,927$75,266$15,053iApproximate average salary by contribution assumption: employee only about $376,330 at 4% or $250,887 at 6%; with 50% employer match about $250,887 at 4% or $167,258 at 6%; with 100% employer match about $188,165 at 4% or $125,443 at 6%.
202016$1,899,691$131,641$21,940iApproximate average salary by contribution assumption: employee only about $548,504 at 4% or $365,669 at 6%; with 50% employer match about $365,669 at 4% or $243,780 at 6%; with 100% employer match about $274,252 at 4% or $182,835 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-6$1,899,691$131,641$21,940iApproximate average salary by contribution assumption: employee only about $548,504 at 4% or $365,669 at 6%; with 50% employer match about $365,669 at 4% or $243,780 at 6%; with 100% employer match about $274,252 at 4% or $182,835 at 6%.
201916$1,610,903$112,583$18,764iApproximate average salary by contribution assumption: employee only about $469,096 at 4% or $312,731 at 6%; with 50% employer match about $312,731 at 4% or $208,487 at 6%; with 100% employer match about $234,548 at 4% or $156,365 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-6$1,610,903$112,583$18,764iApproximate average salary by contribution assumption: employee only about $469,096 at 4% or $312,731 at 6%; with 50% employer match about $312,731 at 4% or $208,487 at 6%; with 100% employer match about $234,548 at 4% or $156,365 at 6%.
201815$1,306,939$104,256$20,851iApproximate average salary by contribution assumption: employee only about $521,280 at 4% or $347,520 at 6%; with 50% employer match about $347,520 at 4% or $231,680 at 6%; with 100% employer match about $260,640 at 4% or $173,760 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$1,306,939$104,256$20,851iApproximate average salary by contribution assumption: employee only about $521,280 at 4% or $347,520 at 6%; with 50% employer match about $347,520 at 4% or $231,680 at 6%; with 100% employer match about $260,640 at 4% or $173,760 at 6%.
201715$1,319,712$102,862$20,572iApproximate average salary by contribution assumption: employee only about $514,310 at 4% or $342,873 at 6%; with 50% employer match about $342,873 at 4% or $228,582 at 6%; with 100% employer match about $257,155 at 4% or $171,437 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$1,319,712$102,862$20,572iApproximate average salary by contribution assumption: employee only about $514,310 at 4% or $342,873 at 6%; with 50% employer match about $342,873 at 4% or $228,582 at 6%; with 100% employer match about $257,155 at 4% or $171,437 at 6%.
201614$1,118,761$73,914$18,479iApproximate average salary by contribution assumption: employee only about $461,963 at 4% or $307,975 at 6%; with 50% employer match about $307,975 at 4% or $205,317 at 6%; with 100% employer match about $230,981 at 4% or $153,988 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-4$1,118,761$73,914$18,479iApproximate average salary by contribution assumption: employee only about $461,963 at 4% or $307,975 at 6%; with 50% employer match about $307,975 at 4% or $205,317 at 6%; with 100% employer match about $230,981 at 4% or $153,988 at 6%.
201514$956,979$71,016$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-4$956,979$71,016$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
201414$957,772$68,588$17,147iApproximate average salary by contribution assumption: employee only about $428,675 at 4% or $285,783 at 6%; with 50% employer match about $285,783 at 4% or $190,522 at 6%; with 100% employer match about $214,338 at 4% or $142,892 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-4$957,772$68,588$17,147iApproximate average salary by contribution assumption: employee only about $428,675 at 4% or $285,783 at 6%; with 50% employer match about $285,783 at 4% or $190,522 at 6%; with 100% employer match about $214,338 at 4% or $142,892 at 6%.
201315$874,263$48,577$9,715iApproximate average salary by contribution assumption: employee only about $242,885 at 4% or $161,923 at 6%; with 50% employer match about $161,923 at 4% or $107,949 at 6%; with 100% employer match about $121,443 at 4% or $80,962 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$874,263$48,577$9,715iApproximate average salary by contribution assumption: employee only about $242,885 at 4% or $161,923 at 6%; with 50% employer match about $161,923 at 4% or $107,949 at 6%; with 100% employer match about $121,443 at 4% or $80,962 at 6%.
201215$766,254$48,240$9,648iApproximate average salary by contribution assumption: employee only about $241,200 at 4% or $160,800 at 6%; with 50% employer match about $160,800 at 4% or $107,200 at 6%; with 100% employer match about $120,600 at 4% or $80,400 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$766,254$48,240$9,648iApproximate average salary by contribution assumption: employee only about $241,200 at 4% or $160,800 at 6%; with 50% employer match about $160,800 at 4% or $107,200 at 6%; with 100% employer match about $120,600 at 4% or $80,400 at 6%.
201115$662,097$44,190$8,838iApproximate average salary by contribution assumption: employee only about $220,950 at 4% or $147,300 at 6%; with 50% employer match about $147,300 at 4% or $98,200 at 6%; with 100% employer match about $110,475 at 4% or $73,650 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$662,097$44,190$8,838iApproximate average salary by contribution assumption: employee only about $220,950 at 4% or $147,300 at 6%; with 50% employer match about $147,300 at 4% or $98,200 at 6%; with 100% employer match about $110,475 at 4% or $73,650 at 6%.
201015$671,689$28,493$5,699iApproximate average salary by contribution assumption: employee only about $142,465 at 4% or $94,977 at 6%; with 50% employer match about $94,977 at 4% or $63,318 at 6%; with 100% employer match about $71,233 at 4% or $47,488 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$671,689$28,493$5,699iApproximate average salary by contribution assumption: employee only about $142,465 at 4% or $94,977 at 6%; with 50% employer match about $94,977 at 4% or $63,318 at 6%; with 100% employer match about $71,233 at 4% or $47,488 at 6%.
200914$637,354$44,162$11,041iApproximate average salary by contribution assumption: employee only about $276,013 at 4% or $184,008 at 6%; with 50% employer match about $184,008 at 4% or $122,672 at 6%; with 100% employer match about $138,006 at 4% or $92,004 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-4$637,354$44,162$11,041iApproximate average salary by contribution assumption: employee only about $276,013 at 4% or $184,008 at 6%; with 50% employer match about $184,008 at 4% or $122,672 at 6%; with 100% employer match about $138,006 at 4% or $92,004 at 6%.
200813$593,614$0-
E. Berkowitz & Company Profit Sharing Plan and Trust-3$593,614--
200713$0$0-
E. Berkowitz & Company Profit Sharing Plan and Trust-3---
200616$556,185$0-
E. Berkowitz & Company Profit Sharing Plan and Trust-6$556,185--
200513$489,992$15,000$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%.
E. Berkowitz & Company Profit Sharing Plan and Trust-3$489,992$15,000$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%.
200413$468,398$15,000$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%.
E. Berkowitz & Company Profit Sharing Plan and Trust-3$468,398$15,000$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%.
200315$435,702$5,688$1,138iApproximate average salary by contribution assumption: employee only about $28,440 at 4% or $18,960 at 6%; with 50% employer match about $18,960 at 4% or $12,640 at 6%; with 100% employer match about $14,220 at 4% or $9,480 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-5$435,702$5,688$1,138iApproximate average salary by contribution assumption: employee only about $28,440 at 4% or $18,960 at 6%; with 50% employer match about $18,960 at 4% or $12,640 at 6%; with 100% employer match about $14,220 at 4% or $9,480 at 6%.
200115$0$0-
E. Berkowitz & Company Profit Sharing Plan and Trust-5---
199916$370,831$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
E. Berkowitz & Company Profit Sharing Plan and Trust-6$370,831$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.