Eric H. Berkowitz Inc.
Plan context: Eric H. Berkowitz Inc. 401(K) Plan
EIN 47-2752099 • Stuart, FL • 4 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$103,233
2017 Contributions
$34,334
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 3 | $103,233 | $34,334 | $11,445iApproximate average salary by contribution assumption: employee only about $286,117 at 4% or $190,744 at 6%; with 50% employer match about $190,744 at 4% or $127,163 at 6%; with 100% employer match about $143,058 at 4% or $95,372 at 6%. |
| Eric H. Berkowitz Inc. 401(K) Plan | - | 3 | $103,233 | $34,334 | $11,445iApproximate average salary by contribution assumption: employee only about $286,117 at 4% or $190,744 at 6%; with 50% employer match about $190,744 at 4% or $127,163 at 6%; with 100% employer match about $143,058 at 4% or $95,372 at 6%. |
| Eric H. Berkowitz Inc. 401(K) Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 5 | $62,589 | $38,597 | $7,719iApproximate average salary by contribution assumption: employee only about $192,985 at 4% or $128,657 at 6%; with 50% employer match about $128,657 at 4% or $85,771 at 6%; with 100% employer match about $96,493 at 4% or $64,328 at 6%. |
| Eric H. Berkowitz Inc. 401(K) Plan | - | 5 | $62,589 | $38,597 | $7,719iApproximate average salary by contribution assumption: employee only about $192,985 at 4% or $128,657 at 6%; with 50% employer match about $128,657 at 4% or $85,771 at 6%; with 100% employer match about $96,493 at 4% or $64,328 at 6%. |
| 2015 | 1 | 5 | $26,487 | $27,132 | $5,426iApproximate average salary by contribution assumption: employee only about $135,660 at 4% or $90,440 at 6%; with 50% employer match about $90,440 at 4% or $60,293 at 6%; with 100% employer match about $67,830 at 4% or $45,220 at 6%. |
| Eric H. Berkowitz Inc. 401(K) Plan | - | 5 | $26,487 | $27,132 | $5,426iApproximate average salary by contribution assumption: employee only about $135,660 at 4% or $90,440 at 6%; with 50% employer match about $90,440 at 4% or $60,293 at 6%; with 100% employer match about $67,830 at 4% or $45,220 at 6%. |