Civic Intelligence

Steven a Berkowitz & Assoc PC

Plan context: Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust

EIN 30-0064462 • Cherry Hill, NJ • 19 filings • 5 plans

54 Cohasset LnCherry Hill, NJ 08003-1983
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,444,041

2023 Contributions

$15,501

Historical Graphs

Total Assets Over Time

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

$1,593,052$796,526$0200420142022YearValue
$1,444,041Latest year 2022

Participants Over Time

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

320200420142022YearValue
3Latest year 2022

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
202310$0$15,501-
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-0$0$15,501-
202213$1,444,041$73,174$24,391iApproximate average salary by contribution assumption: employee only about $609,783 at 4% or $406,522 at 6%; with 50% employer match about $406,522 at 4% or $271,015 at 6%; with 100% employer match about $304,892 at 4% or $203,261 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$1,444,041$73,174$24,391iApproximate average salary by contribution assumption: employee only about $609,783 at 4% or $406,522 at 6%; with 50% employer match about $406,522 at 4% or $271,015 at 6%; with 100% employer match about $304,892 at 4% or $203,261 at 6%.
202113$1,593,052$70,416$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$1,593,052$70,416$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
202013$1,326,969$70,490$23,497iApproximate average salary by contribution assumption: employee only about $587,417 at 4% or $391,611 at 6%; with 50% employer match about $391,611 at 4% or $261,074 at 6%; with 100% employer match about $293,708 at 4% or $195,806 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$1,326,969$70,490$23,497iApproximate average salary by contribution assumption: employee only about $587,417 at 4% or $391,611 at 6%; with 50% employer match about $391,611 at 4% or $261,074 at 6%; with 100% employer match about $293,708 at 4% or $195,806 at 6%.
201913$1,132,207$65,281$21,760iApproximate average salary by contribution assumption: employee only about $544,008 at 4% or $362,672 at 6%; with 50% employer match about $362,672 at 4% or $241,781 at 6%; with 100% employer match about $272,004 at 4% or $181,336 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$1,132,207$65,281$21,760iApproximate average salary by contribution assumption: employee only about $544,008 at 4% or $362,672 at 6%; with 50% employer match about $362,672 at 4% or $241,781 at 6%; with 100% employer match about $272,004 at 4% or $181,336 at 6%.
201813$907,994$62,712$20,904iApproximate average salary by contribution assumption: employee only about $522,600 at 4% or $348,400 at 6%; with 50% employer match about $348,400 at 4% or $232,267 at 6%; with 100% employer match about $261,300 at 4% or $174,200 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$907,994$62,712$20,904iApproximate average salary by contribution assumption: employee only about $522,600 at 4% or $348,400 at 6%; with 50% employer match about $348,400 at 4% or $232,267 at 6%; with 100% employer match about $261,300 at 4% or $174,200 at 6%.
201713$900,384$61,419$20,473iApproximate average salary by contribution assumption: employee only about $511,825 at 4% or $341,217 at 6%; with 50% employer match about $341,217 at 4% or $227,478 at 6%; with 100% employer match about $255,913 at 4% or $170,608 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$900,384$61,419$20,473iApproximate average salary by contribution assumption: employee only about $511,825 at 4% or $341,217 at 6%; with 50% employer match about $341,217 at 4% or $227,478 at 6%; with 100% employer match about $255,913 at 4% or $170,608 at 6%.
201613$732,585$61,135$20,378iApproximate average salary by contribution assumption: employee only about $509,458 at 4% or $339,639 at 6%; with 50% employer match about $339,639 at 4% or $226,426 at 6%; with 100% employer match about $254,729 at 4% or $169,819 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$732,585$61,135$20,378iApproximate average salary by contribution assumption: employee only about $509,458 at 4% or $339,639 at 6%; with 50% employer match about $339,639 at 4% or $226,426 at 6%; with 100% employer match about $254,729 at 4% or $169,819 at 6%.
201513$652,187$49,868$16,623iApproximate average salary by contribution assumption: employee only about $415,567 at 4% or $277,044 at 6%; with 50% employer match about $277,044 at 4% or $184,696 at 6%; with 100% employer match about $207,783 at 4% or $138,522 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$652,187$49,868$16,623iApproximate average salary by contribution assumption: employee only about $415,567 at 4% or $277,044 at 6%; with 50% employer match about $277,044 at 4% or $184,696 at 6%; with 100% employer match about $207,783 at 4% or $138,522 at 6%.
201413$596,025$48,614$16,205iApproximate average salary by contribution assumption: employee only about $405,117 at 4% or $270,078 at 6%; with 50% employer match about $270,078 at 4% or $180,052 at 6%; with 100% employer match about $202,558 at 4% or $135,039 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$596,025$48,614$16,205iApproximate average salary by contribution assumption: employee only about $405,117 at 4% or $270,078 at 6%; with 50% employer match about $270,078 at 4% or $180,052 at 6%; with 100% employer match about $202,558 at 4% or $135,039 at 6%.
201313$528,522$38,442$12,814iApproximate average salary by contribution assumption: employee only about $320,350 at 4% or $213,567 at 6%; with 50% employer match about $213,567 at 4% or $142,378 at 6%; with 100% employer match about $160,175 at 4% or $106,783 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$528,522$38,442$12,814iApproximate average salary by contribution assumption: employee only about $320,350 at 4% or $213,567 at 6%; with 50% employer match about $213,567 at 4% or $142,378 at 6%; with 100% employer match about $160,175 at 4% or $106,783 at 6%.
201213$423,587$44,800$14,933iApproximate average salary by contribution assumption: employee only about $373,333 at 4% or $248,889 at 6%; with 50% employer match about $248,889 at 4% or $165,926 at 6%; with 100% employer match about $186,667 at 4% or $124,444 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$423,587$44,800$14,933iApproximate average salary by contribution assumption: employee only about $373,333 at 4% or $248,889 at 6%; with 50% employer match about $248,889 at 4% or $165,926 at 6%; with 100% employer match about $186,667 at 4% or $124,444 at 6%.
201113$349,216$49,732$16,577iApproximate average salary by contribution assumption: employee only about $414,433 at 4% or $276,289 at 6%; with 50% employer match about $276,289 at 4% or $184,193 at 6%; with 100% employer match about $207,217 at 4% or $138,144 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$349,216$49,732$16,577iApproximate average salary by contribution assumption: employee only about $414,433 at 4% or $276,289 at 6%; with 50% employer match about $276,289 at 4% or $184,193 at 6%; with 100% employer match about $207,217 at 4% or $138,144 at 6%.
201013$310,580$41,385$13,795iApproximate average salary by contribution assumption: employee only about $344,875 at 4% or $229,917 at 6%; with 50% employer match about $229,917 at 4% or $153,278 at 6%; with 100% employer match about $172,438 at 4% or $114,958 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$310,580$41,385$13,795iApproximate average salary by contribution assumption: employee only about $344,875 at 4% or $229,917 at 6%; with 50% employer match about $229,917 at 4% or $153,278 at 6%; with 100% employer match about $172,438 at 4% or $114,958 at 6%.
200913$247,027$46,899$15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$247,027$46,899$15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%.
200813$171,897$35,929$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,606 at 6%; with 50% employer match about $199,606 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$171,897$35,929$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,606 at 6%; with 50% employer match about $199,606 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
200713$173,661$44,171$14,724iApproximate average salary by contribution assumption: employee only about $368,092 at 4% or $245,394 at 6%; with 50% employer match about $245,394 at 4% or $163,596 at 6%; with 100% employer match about $184,046 at 4% or $122,697 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$173,661$44,171$14,724iApproximate average salary by contribution assumption: employee only about $368,092 at 4% or $245,394 at 6%; with 50% employer match about $245,394 at 4% or $163,596 at 6%; with 100% employer match about $184,046 at 4% or $122,697 at 6%.
200513$84,336$31,475$10,492iApproximate average salary by contribution assumption: employee only about $262,292 at 4% or $174,861 at 6%; with 50% employer match about $174,861 at 4% or $116,574 at 6%; with 100% employer match about $131,146 at 4% or $87,431 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$84,336$31,475$10,492iApproximate average salary by contribution assumption: employee only about $262,292 at 4% or $174,861 at 6%; with 50% employer match about $174,861 at 4% or $116,574 at 6%; with 100% employer match about $131,146 at 4% or $87,431 at 6%.
200413$53,503$28,875$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
Steven a Berkowitz Assoc PC 401 K Profit Sharing Plan Trust-3$53,503$28,875$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.