Civic Intelligence

Paul T. Berkowitz & Associates Ltd

Plan context: Paul T. Berkowitz & Associates Ltd Profit Sharing Plan

EIN 36-3780998 • Chicago, IL • 35 filings • 10 plans

1212 N Lake Shore Dr Apt 33csChicago, IL 60610-6674
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,342,900

2020 Contributions

$32,906

Historical Graphs

Total Assets Over Time

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

$1,342,900$671,450$0199920112019YearValue
$1,342,900Latest year 2019

Participants Over Time

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

740199920092019YearValue
4Latest year 2019

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
202010$0$32,906-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-0-$32,906-
201914$1,342,900$63,160$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$1,342,900$63,160$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
201814$1,149,933$51,906$12,977iApproximate average salary by contribution assumption: employee only about $324,413 at 4% or $216,275 at 6%; with 50% employer match about $216,275 at 4% or $144,183 at 6%; with 100% employer match about $162,206 at 4% or $108,138 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$1,149,933$51,906$12,977iApproximate average salary by contribution assumption: employee only about $324,413 at 4% or $216,275 at 6%; with 50% employer match about $216,275 at 4% or $144,183 at 6%; with 100% employer match about $162,206 at 4% or $108,138 at 6%.
201714$1,154,451$61,991$15,498iApproximate average salary by contribution assumption: employee only about $387,444 at 4% or $258,296 at 6%; with 50% employer match about $258,296 at 4% or $172,197 at 6%; with 100% employer match about $193,722 at 4% or $129,148 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$1,154,451$61,991$15,498iApproximate average salary by contribution assumption: employee only about $387,444 at 4% or $258,296 at 6%; with 50% employer match about $258,296 at 4% or $172,197 at 6%; with 100% employer match about $193,722 at 4% or $129,148 at 6%.
201614$934,636$61,201$15,300iApproximate average salary by contribution assumption: employee only about $382,506 at 4% or $255,004 at 6%; with 50% employer match about $255,004 at 4% or $170,003 at 6%; with 100% employer match about $191,253 at 4% or $127,502 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$934,636$61,201$15,300iApproximate average salary by contribution assumption: employee only about $382,506 at 4% or $255,004 at 6%; with 50% employer match about $255,004 at 4% or $170,003 at 6%; with 100% employer match about $191,253 at 4% or $127,502 at 6%.
201514$821,113$59,765$14,941iApproximate average salary by contribution assumption: employee only about $373,531 at 4% or $249,021 at 6%; with 50% employer match about $249,021 at 4% or $166,014 at 6%; with 100% employer match about $186,766 at 4% or $124,510 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$821,113$59,765$14,941iApproximate average salary by contribution assumption: employee only about $373,531 at 4% or $249,021 at 6%; with 50% employer match about $249,021 at 4% or $166,014 at 6%; with 100% employer match about $186,766 at 4% or $124,510 at 6%.
201414$757,885$59,093$14,773iApproximate average salary by contribution assumption: employee only about $369,331 at 4% or $246,221 at 6%; with 50% employer match about $246,221 at 4% or $164,147 at 6%; with 100% employer match about $184,666 at 4% or $123,110 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$757,885$59,093$14,773iApproximate average salary by contribution assumption: employee only about $369,331 at 4% or $246,221 at 6%; with 50% employer match about $246,221 at 4% or $164,147 at 6%; with 100% employer match about $184,666 at 4% or $123,110 at 6%.
201314$673,888$62,713$15,678iApproximate average salary by contribution assumption: employee only about $391,956 at 4% or $261,304 at 6%; with 50% employer match about $261,304 at 4% or $174,203 at 6%; with 100% employer match about $195,978 at 4% or $130,652 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$673,888$62,713$15,678iApproximate average salary by contribution assumption: employee only about $391,956 at 4% or $261,304 at 6%; with 50% employer match about $261,304 at 4% or $174,203 at 6%; with 100% employer match about $195,978 at 4% or $130,652 at 6%.
201214$538,835$65,406$16,352iApproximate average salary by contribution assumption: employee only about $408,788 at 4% or $272,525 at 6%; with 50% employer match about $272,525 at 4% or $181,683 at 6%; with 100% employer match about $204,394 at 4% or $136,263 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$538,835$65,406$16,352iApproximate average salary by contribution assumption: employee only about $408,788 at 4% or $272,525 at 6%; with 50% employer match about $272,525 at 4% or $181,683 at 6%; with 100% employer match about $204,394 at 4% or $136,263 at 6%.
201114$440,877$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$440,877$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201022$718,043$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-2$718,043$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION-0$0--
200924$1,278,924$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-2$644,052--
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION-4$634,872--
200813$0$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-3---
200727$0$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-3---
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-7---
200627$614,646$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-3$614,646--
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-7---
200524$1,136,051$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-3$568,967--
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-4$567,084--
200424$1,203,202$174,756$43,689iApproximate average salary by contribution assumption: employee only about $1,092,225 at 4% or $728,150 at 6%; with 50% employer match about $728,150 at 4% or $485,433 at 6%; with 100% employer match about $546,113 at 4% or $364,075 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-3$658,030--
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-4$545,172$174,756$43,689iApproximate average salary by contribution assumption: employee only about $1,092,225 at 4% or $728,150 at 6%; with 50% employer match about $728,150 at 4% or $485,433 at 6%; with 100% employer match about $546,113 at 4% or $364,075 at 6%.
200334$616,262$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$616,262--
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-4---
Paul T. Berkowitz & Associates Ltd Money Purchase Plan-0---
200234$253,814$38,347$9,587iApproximate average salary by contribution assumption: employee only about $239,669 at 4% or $159,779 at 6%; with 50% employer match about $159,779 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,890 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$253,814$38,347$9,587iApproximate average salary by contribution assumption: employee only about $239,669 at 4% or $159,779 at 6%; with 50% employer match about $159,779 at 4% or $106,519 at 6%; with 100% employer match about $119,834 at 4% or $79,890 at 6%.
PAUL T. BERKOWITZ & ASSOCIATES, LTD. DEFINED BENEFIT PENSION PLAN AND TRUST-4---
Paul T. Berkowitz & Associates Ltd Money Purchase Plan-4---
200124$0$0-
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4---
Paul T. Berkowitz & Associates Ltd Money Purchase Plan-4---
200024$463,387$53,693$13,423iApproximate average salary by contribution assumption: employee only about $335,581 at 4% or $223,721 at 6%; with 50% employer match about $223,721 at 4% or $149,147 at 6%; with 100% employer match about $167,791 at 4% or $111,860 at 6%.
Paul T. Berkowitz & Associates Ltd Money Purchase Plan-4$254,909$26,477$6,619iApproximate average salary by contribution assumption: employee only about $165,481 at 4% or $110,321 at 6%; with 50% employer match about $110,321 at 4% or $73,547 at 6%; with 100% employer match about $82,741 at 4% or $55,160 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$208,478$27,216$6,804iApproximate average salary by contribution assumption: employee only about $170,100 at 4% or $113,400 at 6%; with 50% employer match about $113,400 at 4% or $75,600 at 6%; with 100% employer match about $85,050 at 4% or $56,700 at 6%.
199924$372,021$51,640$12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,444 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%.
Paul T. Berkowitz & Associates Ltd Money Purchase Plan-4$213,061$24,656$6,164iApproximate average salary by contribution assumption: employee only about $154,100 at 4% or $102,733 at 6%; with 50% employer match about $102,733 at 4% or $68,489 at 6%; with 100% employer match about $77,050 at 4% or $51,367 at 6%.
Paul T. Berkowitz & Associates Ltd Profit Sharing Plan-4$158,960$26,984$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.