Civic Intelligence

Murray J. Berkowitz, D.D.S.

Plan context: The Mjb Retirement Plan

EIN 34-1426427 • Willoughby, OH • 19 filings • 1 plans

36001 Euclid Avenue, #A-3Willoughby, OH 44094-4643
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$2,476,992

2018 Contributions

$66,477

Historical Graphs

Total Assets Over Time

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

$2,476,992$1,238,496$0199920092017YearValue
$2,476,992Latest year 2017

Participants Over Time

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

530199920092017YearValue
4Latest year 2017

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
201810$0$0-
The Mjb Retirement Plan-0$0--
201714$2,476,992$66,477$16,619iApproximate average salary by contribution assumption: employee only about $415,481 at 4% or $276,988 at 6%; with 50% employer match about $276,988 at 4% or $184,658 at 6%; with 100% employer match about $207,741 at 4% or $138,494 at 6%.
The Mjb Retirement Plan-4$2,476,992$66,477$16,619iApproximate average salary by contribution assumption: employee only about $415,481 at 4% or $276,988 at 6%; with 50% employer match about $276,988 at 4% or $184,658 at 6%; with 100% employer match about $207,741 at 4% or $138,494 at 6%.
201614$2,198,633$62,960$15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%.
The Mjb Retirement Plan-4$2,198,633$62,960$15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%.
201514$2,032,073$60,939$15,235iApproximate average salary by contribution assumption: employee only about $380,869 at 4% or $253,913 at 6%; with 50% employer match about $253,913 at 4% or $169,275 at 6%; with 100% employer match about $190,434 at 4% or $126,956 at 6%.
The Mjb Retirement Plan-4$2,032,073$60,939$15,235iApproximate average salary by contribution assumption: employee only about $380,869 at 4% or $253,913 at 6%; with 50% employer match about $253,913 at 4% or $169,275 at 6%; with 100% employer match about $190,434 at 4% or $126,956 at 6%.
201414$2,045,985$58,455$14,614iApproximate average salary by contribution assumption: employee only about $365,344 at 4% or $243,563 at 6%; with 50% employer match about $243,563 at 4% or $162,375 at 6%; with 100% employer match about $182,672 at 4% or $121,781 at 6%.
The Mjb Retirement Plan-4$2,045,985$58,455$14,614iApproximate average salary by contribution assumption: employee only about $365,344 at 4% or $243,563 at 6%; with 50% employer match about $243,563 at 4% or $162,375 at 6%; with 100% employer match about $182,672 at 4% or $121,781 at 6%.
201314$1,927,725$57,339$14,335iApproximate average salary by contribution assumption: employee only about $358,369 at 4% or $238,913 at 6%; with 50% employer match about $238,913 at 4% or $159,275 at 6%; with 100% employer match about $179,184 at 4% or $119,456 at 6%.
The Mjb Retirement Plan-4$1,927,725$57,339$14,335iApproximate average salary by contribution assumption: employee only about $358,369 at 4% or $238,913 at 6%; with 50% employer match about $238,913 at 4% or $159,275 at 6%; with 100% employer match about $179,184 at 4% or $119,456 at 6%.
201215$1,745,430$56,389$11,278iApproximate average salary by contribution assumption: employee only about $281,945 at 4% or $187,963 at 6%; with 50% employer match about $187,963 at 4% or $125,309 at 6%; with 100% employer match about $140,973 at 4% or $93,982 at 6%.
The Mjb Retirement Plan-5$1,745,430$56,389$11,278iApproximate average salary by contribution assumption: employee only about $281,945 at 4% or $187,963 at 6%; with 50% employer match about $187,963 at 4% or $125,309 at 6%; with 100% employer match about $140,973 at 4% or $93,982 at 6%.
201115$1,535,982$55,403$11,081iApproximate average salary by contribution assumption: employee only about $277,015 at 4% or $184,677 at 6%; with 50% employer match about $184,677 at 4% or $123,118 at 6%; with 100% employer match about $138,508 at 4% or $92,338 at 6%.
The Mjb Retirement Plan-5$1,535,982$55,403$11,081iApproximate average salary by contribution assumption: employee only about $277,015 at 4% or $184,677 at 6%; with 50% employer match about $184,677 at 4% or $123,118 at 6%; with 100% employer match about $138,508 at 4% or $92,338 at 6%.
201015$1,526,775$56,433$11,287iApproximate average salary by contribution assumption: employee only about $282,165 at 4% or $188,110 at 6%; with 50% employer match about $188,110 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,055 at 6%.
The Mjb Retirement Plan-5$1,526,775$56,433$11,287iApproximate average salary by contribution assumption: employee only about $282,165 at 4% or $188,110 at 6%; with 50% employer match about $188,110 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,055 at 6%.
200915$1,350,601$54,986$10,997iApproximate average salary by contribution assumption: employee only about $274,930 at 4% or $183,287 at 6%; with 50% employer match about $183,287 at 4% or $122,191 at 6%; with 100% employer match about $137,465 at 4% or $91,643 at 6%.
The Mjb Retirement Plan-5$1,350,601$54,986$10,997iApproximate average salary by contribution assumption: employee only about $274,930 at 4% or $183,287 at 6%; with 50% employer match about $183,287 at 4% or $122,191 at 6%; with 100% employer match about $137,465 at 4% or $91,643 at 6%.
200815$1,043,839$52,138$10,428iApproximate average salary by contribution assumption: employee only about $260,690 at 4% or $173,793 at 6%; with 50% employer match about $173,793 at 4% or $115,862 at 6%; with 100% employer match about $130,345 at 4% or $86,897 at 6%.
The Mjb Retirement Plan-5$1,043,839$52,138$10,428iApproximate average salary by contribution assumption: employee only about $260,690 at 4% or $173,793 at 6%; with 50% employer match about $173,793 at 4% or $115,862 at 6%; with 100% employer match about $130,345 at 4% or $86,897 at 6%.
200715$0$0-
The Mjb Retirement Plan-5---
200615$1,376,574$49,354$9,871iApproximate average salary by contribution assumption: employee only about $246,770 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,676 at 6%; with 100% employer match about $123,385 at 4% or $82,257 at 6%.
The Mjb Retirement Plan-5$1,376,574$49,354$9,871iApproximate average salary by contribution assumption: employee only about $246,770 at 4% or $164,513 at 6%; with 50% employer match about $164,513 at 4% or $109,676 at 6%; with 100% employer match about $123,385 at 4% or $82,257 at 6%.
200514$1,105,547$44,951$11,238iApproximate average salary by contribution assumption: employee only about $280,944 at 4% or $187,296 at 6%; with 50% employer match about $187,296 at 4% or $124,864 at 6%; with 100% employer match about $140,472 at 4% or $93,648 at 6%.
The Mjb Retirement Plan-4$1,105,547$44,951$11,238iApproximate average salary by contribution assumption: employee only about $280,944 at 4% or $187,296 at 6%; with 50% employer match about $187,296 at 4% or $124,864 at 6%; with 100% employer match about $140,472 at 4% or $93,648 at 6%.
200415$980,769$45,877$9,175iApproximate average salary by contribution assumption: employee only about $229,385 at 4% or $152,923 at 6%; with 50% employer match about $152,923 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%.
The Mjb Retirement Plan-5$980,769$45,877$9,175iApproximate average salary by contribution assumption: employee only about $229,385 at 4% or $152,923 at 6%; with 50% employer match about $152,923 at 4% or $101,949 at 6%; with 100% employer match about $114,693 at 4% or $76,462 at 6%.
200315$835,256$44,389$8,878iApproximate average salary by contribution assumption: employee only about $221,945 at 4% or $147,963 at 6%; with 50% employer match about $147,963 at 4% or $98,642 at 6%; with 100% employer match about $110,972 at 4% or $73,982 at 6%.
The Mjb Retirement Plan-5$835,256$44,389$8,878iApproximate average salary by contribution assumption: employee only about $221,945 at 4% or $147,963 at 6%; with 50% employer match about $147,963 at 4% or $98,642 at 6%; with 100% employer match about $110,972 at 4% or $73,982 at 6%.
200214$577,275$43,192$10,798iApproximate average salary by contribution assumption: employee only about $269,950 at 4% or $179,967 at 6%; with 50% employer match about $179,967 at 4% or $119,978 at 6%; with 100% employer match about $134,975 at 4% or $89,983 at 6%.
The Mjb Retirement Plan-4$577,275$43,192$10,798iApproximate average salary by contribution assumption: employee only about $269,950 at 4% or $179,967 at 6%; with 50% employer match about $179,967 at 4% or $119,978 at 6%; with 100% employer match about $134,975 at 4% or $89,983 at 6%.
200115$694,271$38,241$7,648iApproximate average salary by contribution assumption: employee only about $191,205 at 4% or $127,470 at 6%; with 50% employer match about $127,470 at 4% or $84,980 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%.
The Mjb Retirement Plan-5$694,271$38,241$7,648iApproximate average salary by contribution assumption: employee only about $191,205 at 4% or $127,470 at 6%; with 50% employer match about $127,470 at 4% or $84,980 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%.
199914$768,374$34,838$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
The Mjb Retirement Plan-4$768,374$34,838$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.