Civic Intelligence

Bruderman Asset Management LLC

Plan context: Bruderman Asset Management LLC, Incentive Savings Trust

EIN 47-2020066 • Locust Valley, NY • 7 filings • 1 plans

119 Birch Hill RoadLocust Valley, NY 11560
Current Snapshot

Latest Year

2021

2021 Participants

52

2021 Assets

$6,052,513

2021 Contributions

$503,386

Historical Graphs

Total Assets Over Time

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

$6,052,513$3,026,257$0201520182021YearValue
$6,052,513Latest year 2021

Participants Over Time

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

66330201520182021YearValue
52Latest year 2021

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
2021152$6,052,513$503,386$9,681iApproximate average salary by contribution assumption: employee only about $242,013 at 4% or $161,342 at 6%; with 50% employer match about $161,342 at 4% or $107,561 at 6%; with 100% employer match about $121,006 at 4% or $80,671 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-52$6,052,513$503,386$9,681iApproximate average salary by contribution assumption: employee only about $242,013 at 4% or $161,342 at 6%; with 50% employer match about $161,342 at 4% or $107,561 at 6%; with 100% employer match about $121,006 at 4% or $80,671 at 6%.
2020166$5,452,468$659,804$9,997iApproximate average salary by contribution assumption: employee only about $249,926 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,309 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-66$5,452,468$659,804$9,997iApproximate average salary by contribution assumption: employee only about $249,926 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,309 at 6%.
2019159$4,372,295$374,106$6,341iApproximate average salary by contribution assumption: employee only about $158,519 at 4% or $105,680 at 6%; with 50% employer match about $105,680 at 4% or $70,453 at 6%; with 100% employer match about $79,260 at 4% or $52,840 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-59$4,372,295$374,106$6,341iApproximate average salary by contribution assumption: employee only about $158,519 at 4% or $105,680 at 6%; with 50% employer match about $105,680 at 4% or $70,453 at 6%; with 100% employer match about $79,260 at 4% or $52,840 at 6%.
2018153$5,293,600$381,453$7,197iApproximate average salary by contribution assumption: employee only about $179,931 at 4% or $119,954 at 6%; with 50% employer match about $119,954 at 4% or $79,969 at 6%; with 100% employer match about $89,965 at 4% or $59,977 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-53$5,293,600$381,453$7,197iApproximate average salary by contribution assumption: employee only about $179,931 at 4% or $119,954 at 6%; with 50% employer match about $119,954 at 4% or $79,969 at 6%; with 100% employer match about $89,965 at 4% or $59,977 at 6%.
2017149$5,635,061$587,398$11,988iApproximate average salary by contribution assumption: employee only about $299,693 at 4% or $199,795 at 6%; with 50% employer match about $199,795 at 4% or $133,197 at 6%; with 100% employer match about $149,846 at 4% or $99,898 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-49$5,635,061$587,398$11,988iApproximate average salary by contribution assumption: employee only about $299,693 at 4% or $199,795 at 6%; with 50% employer match about $199,795 at 4% or $133,197 at 6%; with 100% employer match about $149,846 at 4% or $99,898 at 6%.
2016145$4,993,568$420,767$9,350iApproximate average salary by contribution assumption: employee only about $233,759 at 4% or $155,840 at 6%; with 50% employer match about $155,840 at 4% or $103,893 at 6%; with 100% employer match about $116,880 at 4% or $77,920 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-45$4,993,568$420,767$9,350iApproximate average salary by contribution assumption: employee only about $233,759 at 4% or $155,840 at 6%; with 50% employer match about $155,840 at 4% or $103,893 at 6%; with 100% employer match about $116,880 at 4% or $77,920 at 6%.
2015138$5,047,824$376,908$9,919iApproximate average salary by contribution assumption: employee only about $247,966 at 4% or $165,311 at 6%; with 50% employer match about $165,311 at 4% or $110,207 at 6%; with 100% employer match about $123,983 at 4% or $82,655 at 6%.
Bruderman Asset Management LLC, Incentive Savings Trust-38$5,047,824$376,908$9,919iApproximate average salary by contribution assumption: employee only about $247,966 at 4% or $165,311 at 6%; with 50% employer match about $165,311 at 4% or $110,207 at 6%; with 100% employer match about $123,983 at 4% or $82,655 at 6%.