Samuel I. Bernstein, Esq.
Plan context: Samuel I Bernstein Keogh Plan
EIN 38-1976696 • 11 filings • 5 plans
Current Snapshot
Latest Year
2009
2009 Participants
38
2009 Assets
$6,948,007
2009 Contributions
$1,020,006
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 38 | $6,948,007 | $1,020,006 | $26,842iApproximate average salary by contribution assumption: employee only about $671,057 at 4% or $447,371 at 6%; with 50% employer match about $447,371 at 4% or $298,247 at 6%; with 100% employer match about $335,528 at 4% or $223,686 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 38 | $6,948,007 | $1,020,006 | $26,842iApproximate average salary by contribution assumption: employee only about $671,057 at 4% or $447,371 at 6%; with 50% employer match about $447,371 at 4% or $298,247 at 6%; with 100% employer match about $335,528 at 4% or $223,686 at 6%. |
| 2008 | 1 | 34 | $5,409,193 | $464,550 | $13,663iApproximate average salary by contribution assumption: employee only about $341,581 at 4% or $227,721 at 6%; with 50% employer match about $227,721 at 4% or $151,814 at 6%; with 100% employer match about $170,790 at 4% or $113,860 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 34 | $5,409,193 | $464,550 | $13,663iApproximate average salary by contribution assumption: employee only about $341,581 at 4% or $227,721 at 6%; with 50% employer match about $227,721 at 4% or $151,814 at 6%; with 100% employer match about $170,790 at 4% or $113,860 at 6%. |
| 2007 | 1 | 30 | $0 | $0 | - |
| Samuel I Bernstein Keogh Plan | - | 30 | - | - | - |
| 2006 | 1 | 29 | $5,366,849 | $362,656 | $12,505iApproximate average salary by contribution assumption: employee only about $312,634 at 4% or $208,423 at 6%; with 50% employer match about $208,423 at 4% or $138,949 at 6%; with 100% employer match about $156,317 at 4% or $104,211 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 29 | $5,366,849 | $362,656 | $12,505iApproximate average salary by contribution assumption: employee only about $312,634 at 4% or $208,423 at 6%; with 50% employer match about $208,423 at 4% or $138,949 at 6%; with 100% employer match about $156,317 at 4% or $104,211 at 6%. |
| 2005 | 1 | 27 | $4,585,103 | $385,885 | $14,292iApproximate average salary by contribution assumption: employee only about $357,301 at 4% or $238,201 at 6%; with 50% employer match about $238,201 at 4% or $158,800 at 6%; with 100% employer match about $178,650 at 4% or $119,100 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 27 | $4,585,103 | $385,885 | $14,292iApproximate average salary by contribution assumption: employee only about $357,301 at 4% or $238,201 at 6%; with 50% employer match about $238,201 at 4% or $158,800 at 6%; with 100% employer match about $178,650 at 4% or $119,100 at 6%. |
| 2004 | 1 | 28 | $4,304,089 | $411,453 | $14,695iApproximate average salary by contribution assumption: employee only about $367,369 at 4% or $244,913 at 6%; with 50% employer match about $244,913 at 4% or $163,275 at 6%; with 100% employer match about $183,684 at 4% or $122,456 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 28 | $4,304,089 | $411,453 | $14,695iApproximate average salary by contribution assumption: employee only about $367,369 at 4% or $244,913 at 6%; with 50% employer match about $244,913 at 4% or $163,275 at 6%; with 100% employer match about $183,684 at 4% or $122,456 at 6%. |
| 2003 | 1 | 23 | $3,847,107 | $390,393 | $16,974iApproximate average salary by contribution assumption: employee only about $424,340 at 4% or $282,893 at 6%; with 50% employer match about $282,893 at 4% or $188,596 at 6%; with 100% employer match about $212,170 at 4% or $141,447 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 23 | $3,847,107 | $390,393 | $16,974iApproximate average salary by contribution assumption: employee only about $424,340 at 4% or $282,893 at 6%; with 50% employer match about $282,893 at 4% or $188,596 at 6%; with 100% employer match about $212,170 at 4% or $141,447 at 6%. |
| 2002 | 1 | 19 | $0 | $0 | - |
| Samuel I Bernstein Keogh Plan | - | 19 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Samuel I Bernstein Keogh Plan | - | 16 | - | - | - |
| 2000 | 1 | 16 | $3,019,800 | $230,354 | $14,397iApproximate average salary by contribution assumption: employee only about $359,928 at 4% or $239,952 at 6%; with 50% employer match about $239,952 at 4% or $159,968 at 6%; with 100% employer match about $179,964 at 4% or $119,976 at 6%. |
| Samuel I Bernstein Keogh Plan | - | 16 | $3,019,800 | $230,354 | $14,397iApproximate average salary by contribution assumption: employee only about $359,928 at 4% or $239,952 at 6%; with 50% employer match about $239,952 at 4% or $159,968 at 6%; with 100% employer match about $179,964 at 4% or $119,976 at 6%. |
| 1999 | 1 | 0 | $3,003,231 | $240,864 | - |
| Samuel I Bernstein Keogh Plan | - | 0 | $3,003,231 | $240,864 | - |