Civic Intelligence

Stewart J. Berger PC.

Plan context: Stewart J. Berger PC. Safe Harbor 401K Plan

EIN 23-2627504 • Philadelphia, PA • 17 filings • 4 plans

7207 Rising Sun AvenuePhiladelphia, PA 19111
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$3,430,939

2014 Contributions

$13,416

Historical Graphs

Total Assets Over Time

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

$3,430,939$1,715,470$0199920062013YearValue
$3,430,939Latest year 2013

Participants Over Time

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

840199920062013YearValue
5Latest year 2013

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
201410$0$13,416-
Stewart J. Berger PC. Safe Harbor 401K Plan-0$0$13,416-
201315$3,430,939$54,759$10,952iApproximate average salary by contribution assumption: employee only about $273,795 at 4% or $182,530 at 6%; with 50% employer match about $182,530 at 4% or $121,687 at 6%; with 100% employer match about $136,898 at 4% or $91,265 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-5$3,430,939$54,759$10,952iApproximate average salary by contribution assumption: employee only about $273,795 at 4% or $182,530 at 6%; with 50% employer match about $182,530 at 4% or $121,687 at 6%; with 100% employer match about $136,898 at 4% or $91,265 at 6%.
201215$2,937,046$84,114$16,823iApproximate average salary by contribution assumption: employee only about $420,570 at 4% or $280,380 at 6%; with 50% employer match about $280,380 at 4% or $186,920 at 6%; with 100% employer match about $210,285 at 4% or $140,190 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-5$2,937,046$84,114$16,823iApproximate average salary by contribution assumption: employee only about $420,570 at 4% or $280,380 at 6%; with 50% employer match about $280,380 at 4% or $186,920 at 6%; with 100% employer match about $210,285 at 4% or $140,190 at 6%.
201117$2,796,833$89,009$12,716iApproximate average salary by contribution assumption: employee only about $317,889 at 4% or $211,926 at 6%; with 50% employer match about $211,926 at 4% or $141,284 at 6%; with 100% employer match about $158,945 at 4% or $105,963 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-7$2,796,833$89,009$12,716iApproximate average salary by contribution assumption: employee only about $317,889 at 4% or $211,926 at 6%; with 50% employer match about $211,926 at 4% or $141,284 at 6%; with 100% employer match about $158,945 at 4% or $105,963 at 6%.
201017$2,658,789$89,196$12,742iApproximate average salary by contribution assumption: employee only about $318,557 at 4% or $212,371 at 6%; with 50% employer match about $212,371 at 4% or $141,581 at 6%; with 100% employer match about $159,279 at 4% or $106,186 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-7$2,658,789$89,196$12,742iApproximate average salary by contribution assumption: employee only about $318,557 at 4% or $212,371 at 6%; with 50% employer match about $212,371 at 4% or $141,581 at 6%; with 100% employer match about $159,279 at 4% or $106,186 at 6%.
200918$2,401,177$86,934$10,867iApproximate average salary by contribution assumption: employee only about $271,669 at 4% or $181,113 at 6%; with 50% employer match about $181,113 at 4% or $120,742 at 6%; with 100% employer match about $135,834 at 4% or $90,556 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-8$2,401,177$86,934$10,867iApproximate average salary by contribution assumption: employee only about $271,669 at 4% or $181,113 at 6%; with 50% employer match about $181,113 at 4% or $120,742 at 6%; with 100% employer match about $135,834 at 4% or $90,556 at 6%.
200815$2,017,696$73,563$14,713iApproximate average salary by contribution assumption: employee only about $367,815 at 4% or $245,210 at 6%; with 50% employer match about $245,210 at 4% or $163,473 at 6%; with 100% employer match about $183,908 at 4% or $122,605 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-5$2,017,696$73,563$14,713iApproximate average salary by contribution assumption: employee only about $367,815 at 4% or $245,210 at 6%; with 50% employer match about $245,210 at 4% or $163,473 at 6%; with 100% employer match about $183,908 at 4% or $122,605 at 6%.
200716$2,575,795$78,044$13,007iApproximate average salary by contribution assumption: employee only about $325,183 at 4% or $216,789 at 6%; with 50% employer match about $216,789 at 4% or $144,526 at 6%; with 100% employer match about $162,592 at 4% or $108,394 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-6$2,575,795$78,044$13,007iApproximate average salary by contribution assumption: employee only about $325,183 at 4% or $216,789 at 6%; with 50% employer match about $216,789 at 4% or $144,526 at 6%; with 100% employer match about $162,592 at 4% or $108,394 at 6%.
200617$2,331,771$78,056$11,151iApproximate average salary by contribution assumption: employee only about $278,771 at 4% or $185,848 at 6%; with 50% employer match about $185,848 at 4% or $123,898 at 6%; with 100% employer match about $139,386 at 4% or $92,924 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-7$2,331,771$78,056$11,151iApproximate average salary by contribution assumption: employee only about $278,771 at 4% or $185,848 at 6%; with 50% employer match about $185,848 at 4% or $123,898 at 6%; with 100% employer match about $139,386 at 4% or $92,924 at 6%.
200517$2,122,259$74,393$10,628iApproximate average salary by contribution assumption: employee only about $265,689 at 4% or $177,126 at 6%; with 50% employer match about $177,126 at 4% or $118,084 at 6%; with 100% employer match about $132,845 at 4% or $88,563 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-7$2,122,259$74,393$10,628iApproximate average salary by contribution assumption: employee only about $265,689 at 4% or $177,126 at 6%; with 50% employer match about $177,126 at 4% or $118,084 at 6%; with 100% employer match about $132,845 at 4% or $88,563 at 6%.
200426$1,938,910$72,785$12,131iApproximate average salary by contribution assumption: employee only about $303,271 at 4% or $202,181 at 6%; with 50% employer match about $202,181 at 4% or $134,787 at 6%; with 100% employer match about $151,635 at 4% or $101,090 at 6%.
Stewart J. Berger PC. Safe Harbor 401K Plan-6$1,938,910$72,785$12,131iApproximate average salary by contribution assumption: employee only about $303,271 at 4% or $202,181 at 6%; with 50% employer match about $202,181 at 4% or $134,787 at 6%; with 100% employer match about $151,635 at 4% or $101,090 at 6%.
Stewart J. Berger PC. Money Purchase Plan-0---
200315$1,684,750$36,330$7,266iApproximate average salary by contribution assumption: employee only about $181,650 at 4% or $121,100 at 6%; with 50% employer match about $121,100 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
Stewart J. Berger PC. Money Purchase Plan-5$1,684,750$36,330$7,266iApproximate average salary by contribution assumption: employee only about $181,650 at 4% or $121,100 at 6%; with 50% employer match about $121,100 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
200216$1,357,347$36,183$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,508 at 6%; with 50% employer match about $100,508 at 4% or $67,006 at 6%; with 100% employer match about $75,381 at 4% or $50,254 at 6%.
Stewart J. Berger PC. Money Purchase Plan-6$1,357,347$36,183$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,508 at 6%; with 50% employer match about $100,508 at 4% or $67,006 at 6%; with 100% employer match about $75,381 at 4% or $50,254 at 6%.
200116$1,606,167$34,961$5,827iApproximate average salary by contribution assumption: employee only about $145,671 at 4% or $97,114 at 6%; with 50% employer match about $97,114 at 4% or $64,743 at 6%; with 100% employer match about $72,835 at 4% or $48,557 at 6%.
Stewart J. Berger PC. Money Purchase Plan-6$1,606,167$34,961$5,827iApproximate average salary by contribution assumption: employee only about $145,671 at 4% or $97,114 at 6%; with 50% employer match about $97,114 at 4% or $64,743 at 6%; with 100% employer match about $72,835 at 4% or $48,557 at 6%.
200017$1,750,092$38,262$5,466iApproximate average salary by contribution assumption: employee only about $136,650 at 4% or $91,100 at 6%; with 50% employer match about $91,100 at 4% or $60,733 at 6%; with 100% employer match about $68,325 at 4% or $45,550 at 6%.
Stewart J. Berger PC. Money Purchase Plan-7$1,750,092$38,262$5,466iApproximate average salary by contribution assumption: employee only about $136,650 at 4% or $91,100 at 6%; with 50% employer match about $91,100 at 4% or $60,733 at 6%; with 100% employer match about $68,325 at 4% or $45,550 at 6%.
199917$1,877,842$43,206$6,172iApproximate average salary by contribution assumption: employee only about $154,307 at 4% or $102,871 at 6%; with 50% employer match about $102,871 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.
Stewart J. Berger PC. Money Purchase Plan-7$1,877,842$43,206$6,172iApproximate average salary by contribution assumption: employee only about $154,307 at 4% or $102,871 at 6%; with 50% employer match about $102,871 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.