Richard F Bernstein, CPA
Plan context: RICHARD F BERNSTEIN,CPA PROFIT SHARING PLAN AND TRUST
EIN 34-1201757 • 9 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$123,396
2008 Contributions
$25,400
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $123,396 | $0 | - |
| RICHARD F BERNSTEIN,CPA PROFIT SHARING PLAN AND TRUST | - | 1 | $123,396 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| RICHARD F BERNSTEIN, CPA PROFIT SHARING PLAN AND TRUST | - | 1 | - | - | - |
| 2006 | 1 | 1 | $0 | $0 | - |
| RICHARD F BERNSTEIN, CPA PROFIT SHARING PLAN AND TRUST | - | 1 | - | - | - |
| 2005 | 1 | 1 | $123,737 | $25,400 | $25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%. |
| RICHARD F. BERNSTEIN, CPA PROFIT SHARING PLAN AND TRUST | - | 1 | $123,737 | $25,400 | $25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%. |
| 2004 | 1 | 2 | $93,253 | $28,166 | $14,083iApproximate average salary by contribution assumption: employee only about $352,075 at 4% or $234,717 at 6%; with 50% employer match about $234,717 at 4% or $156,478 at 6%; with 100% employer match about $176,038 at 4% or $117,358 at 6%. |
| RICHARD F. BERNSTEIN, CPA PROFIT SHARING PLAN AND TRUST | - | 2 | $93,253 | $28,166 | $14,083iApproximate average salary by contribution assumption: employee only about $352,075 at 4% or $234,717 at 6%; with 50% employer match about $234,717 at 4% or $156,478 at 6%; with 100% employer match about $176,038 at 4% or $117,358 at 6%. |
| 2003 | 1 | 1 | $60,555 | $20,295 | $20,295iApproximate average salary by contribution assumption: employee only about $507,375 at 4% or $338,250 at 6%; with 50% employer match about $338,250 at 4% or $225,500 at 6%; with 100% employer match about $253,688 at 4% or $169,125 at 6%. |
| RICHARD F. BERNSTEIN, CPA PROFIT SHARING PLAN AND TRUST | - | 1 | $60,555 | $20,295 | $20,295iApproximate average salary by contribution assumption: employee only about $507,375 at 4% or $338,250 at 6%; with 50% employer match about $338,250 at 4% or $225,500 at 6%; with 100% employer match about $253,688 at 4% or $169,125 at 6%. |
| 2002 | 1 | 3 | $39,551 | $39,551 | $13,184iApproximate average salary by contribution assumption: employee only about $329,592 at 4% or $219,728 at 6%; with 50% employer match about $219,728 at 4% or $146,485 at 6%; with 100% employer match about $164,796 at 4% or $109,864 at 6%. |
| RICHARD F. BERNSTEIN, CPA PROFIT SHARING PLAN & TRUST | - | 3 | $39,551 | $39,551 | $13,184iApproximate average salary by contribution assumption: employee only about $329,592 at 4% or $219,728 at 6%; with 50% employer match about $219,728 at 4% or $146,485 at 6%; with 100% employer match about $164,796 at 4% or $109,864 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| Richard F Bernstein CPA Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $73,910 | $0 | - |
| Richard F Bernstein CPA Profit Sharing Plan and Trust | - | 2 | $73,910 | - | - |