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Joel I. Bernstein, M.D. Inc..

Plan context: Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan

EIN 33-0786717 • LA Jolla, CA • 17 filings • 4 plans

9850 Genesee Avenue Suite 420LA Jolla, CA 92037-1212
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$2,861,556

2013 Contributions

$230,000

Historical Graphs

Total Assets Over Time

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

$2,861,556$1,430,778$0199920062013YearValue
$2,861,556Latest year 2013

Participants Over Time

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

530199920062013YearValue
4Latest 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
201314$2,861,556$0-
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-4$2,861,556$0-
201215$2,593,033$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-5$2,593,033$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
201115$2,116,507$380,000$76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-5$2,116,507$380,000$76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%.
201015$1,815,801$340,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-5$1,815,801$340,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
200914$1,385,090$271,000$67,750iApproximate average salary by contribution assumption: employee only about $1,693,750 at 4% or $1,129,167 at 6%; with 50% employer match about $1,129,167 at 4% or $752,778 at 6%; with 100% employer match about $846,875 at 4% or $564,583 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-4$1,385,090$271,000$67,750iApproximate average salary by contribution assumption: employee only about $1,693,750 at 4% or $1,129,167 at 6%; with 50% employer match about $1,129,167 at 4% or $752,778 at 6%; with 100% employer match about $846,875 at 4% or $564,583 at 6%.
200813$918,928$97,000$32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$918,928$97,000$32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%.
200712$0$0-
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-2---
200613$924,700$118,879$39,626iApproximate average salary by contribution assumption: employee only about $990,658 at 4% or $660,439 at 6%; with 50% employer match about $660,439 at 4% or $440,293 at 6%; with 100% employer match about $495,329 at 4% or $330,219 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$924,700$118,879$39,626iApproximate average salary by contribution assumption: employee only about $990,658 at 4% or $660,439 at 6%; with 50% employer match about $660,439 at 4% or $440,293 at 6%; with 100% employer match about $495,329 at 4% or $330,219 at 6%.
200513$762,913$180,521$60,174iApproximate average salary by contribution assumption: employee only about $1,504,342 at 4% or $1,002,894 at 6%; with 50% employer match about $1,002,894 at 4% or $668,596 at 6%; with 100% employer match about $752,171 at 4% or $501,447 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$762,913$180,521$60,174iApproximate average salary by contribution assumption: employee only about $1,504,342 at 4% or $1,002,894 at 6%; with 50% employer match about $1,002,894 at 4% or $668,596 at 6%; with 100% employer match about $752,171 at 4% or $501,447 at 6%.
200414$571,304$136,033$34,008iApproximate average salary by contribution assumption: employee only about $850,206 at 4% or $566,804 at 6%; with 50% employer match about $566,804 at 4% or $377,869 at 6%; with 100% employer match about $425,103 at 4% or $283,402 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-4$571,304$136,033$34,008iApproximate average salary by contribution assumption: employee only about $850,206 at 4% or $566,804 at 6%; with 50% employer match about $566,804 at 4% or $377,869 at 6%; with 100% employer match about $425,103 at 4% or $283,402 at 6%.
200313$415,745$123,609$41,203iApproximate average salary by contribution assumption: employee only about $1,030,075 at 4% or $686,717 at 6%; with 50% employer match about $686,717 at 4% or $457,811 at 6%; with 100% employer match about $515,038 at 4% or $343,358 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$415,745$123,609$41,203iApproximate average salary by contribution assumption: employee only about $1,030,075 at 4% or $686,717 at 6%; with 50% employer match about $686,717 at 4% or $457,811 at 6%; with 100% employer match about $515,038 at 4% or $343,358 at 6%.
200213$266,851$103,817$34,606iApproximate average salary by contribution assumption: employee only about $865,142 at 4% or $576,761 at 6%; with 50% employer match about $576,761 at 4% or $384,507 at 6%; with 100% employer match about $432,571 at 4% or $288,381 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$266,851$103,817$34,606iApproximate average salary by contribution assumption: employee only about $865,142 at 4% or $576,761 at 6%; with 50% employer match about $576,761 at 4% or $384,507 at 6%; with 100% employer match about $432,571 at 4% or $288,381 at 6%.
200113$174,576$96,383$32,128iApproximate average salary by contribution assumption: employee only about $803,192 at 4% or $535,461 at 6%; with 50% employer match about $535,461 at 4% or $356,974 at 6%; with 100% employer match about $401,596 at 4% or $267,731 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$174,576$96,383$32,128iApproximate average salary by contribution assumption: employee only about $803,192 at 4% or $535,461 at 6%; with 50% employer match about $535,461 at 4% or $356,974 at 6%; with 100% employer match about $401,596 at 4% or $267,731 at 6%.
200023$608,095$60,972$20,324iApproximate average salary by contribution assumption: employee only about $508,100 at 4% or $338,733 at 6%; with 50% employer match about $338,733 at 4% or $225,822 at 6%; with 100% employer match about $254,050 at 4% or $169,367 at 6%.
Joel I Berstein M D Inc 401K Profit Sharing Plan & Trust-2$525,097$18,867$9,434iApproximate average salary by contribution assumption: employee only about $235,838 at 4% or $157,225 at 6%; with 50% employer match about $157,225 at 4% or $104,817 at 6%; with 100% employer match about $117,919 at 4% or $78,613 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$82,998$42,105$14,035iApproximate average salary by contribution assumption: employee only about $350,875 at 4% or $233,917 at 6%; with 50% employer match about $233,917 at 4% or $155,944 at 6%; with 100% employer match about $175,438 at 4% or $116,958 at 6%.
199923$647,570$114,819$38,273iApproximate average salary by contribution assumption: employee only about $956,825 at 4% or $637,883 at 6%; with 50% employer match about $637,883 at 4% or $425,256 at 6%; with 100% employer match about $478,413 at 4% or $318,942 at 6%.
Joel I Berstein M D Inc 401K Profit Sharing Plan & Trust-2$607,570$74,819$37,410iApproximate average salary by contribution assumption: employee only about $935,238 at 4% or $623,492 at 6%; with 50% employer match about $623,492 at 4% or $415,661 at 6%; with 100% employer match about $467,619 at 4% or $311,746 at 6%.
Joel I Bernstein, M.D. Inc. Defined Benefit Pension Plan-3$40,000$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.