Civic Intelligence

Alan E. Berkowitz, C.P.A., Chartered

Plan context: Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust

EIN 52-0963432 • Baltimore, MD • 33 filings • 8 plans

1829 Reisterstown Road,Suite 430Baltimore, MD 21208-7107
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$5,777,085

2020 Contributions

$7,500

Historical Graphs

Total Assets Over Time

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

$6,339,498$3,169,749$0199920102019YearValue
$5,777,085Latest year 2019

Participants Over Time

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

950199920092019YearValue
6Latest 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$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-0$0--
201916$5,777,085$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$5,777,085--
201816$6,339,498$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$6,339,498--
201716$6,268,536$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$6,268,536--
201617$6,182,795$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7$6,182,795--
201516$6,013,562$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$6,013,562--
201416$6,028,213$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$6,028,213--
201316$6,108,881$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$6,108,881--
201216$5,570,262$7,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$5,570,262$7,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
201116$5,199,852$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$5,199,852$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201016$5,536,558$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$5,536,558$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200926$4,731,473$23,400$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6$4,731,473$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-0$0$8,400-
200826$281,519$8,400$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-5$281,519$8,400$1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6---
200726$0$0-
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-6---
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-5---
200627$6,043,187$24,637$3,520iApproximate average salary by contribution assumption: employee only about $87,989 at 4% or $58,660 at 6%; with 50% employer match about $58,660 at 4% or $39,106 at 6%; with 100% employer match about $43,995 at 4% or $29,330 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7$5,658,720$15,537$2,220iApproximate average salary by contribution assumption: employee only about $55,489 at 4% or $36,993 at 6%; with 50% employer match about $36,993 at 4% or $24,662 at 6%; with 100% employer match about $27,745 at 4% or $18,496 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-6$384,467$9,100$1,517iApproximate average salary by contribution assumption: employee only about $37,917 at 4% or $25,278 at 6%; with 50% employer match about $25,278 at 4% or $16,852 at 6%; with 100% employer match about $18,958 at 4% or $12,639 at 6%.
200527$5,036,424$23,509$3,358iApproximate average salary by contribution assumption: employee only about $83,961 at 4% or $55,974 at 6%; with 50% employer match about $55,974 at 4% or $37,316 at 6%; with 100% employer match about $41,980 at 4% or $27,987 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7$4,699,299$14,409$2,058iApproximate average salary by contribution assumption: employee only about $51,461 at 4% or $34,307 at 6%; with 50% employer match about $34,307 at 4% or $22,871 at 6%; with 100% employer match about $25,730 at 4% or $17,154 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-6$337,125$9,100$1,517iApproximate average salary by contribution assumption: employee only about $37,917 at 4% or $25,278 at 6%; with 50% employer match about $25,278 at 4% or $16,852 at 6%; with 100% employer match about $18,958 at 4% or $12,639 at 6%.
200427$4,658,819$40,639$5,806iApproximate average salary by contribution assumption: employee only about $145,139 at 4% or $96,760 at 6%; with 50% employer match about $96,760 at 4% or $64,506 at 6%; with 100% employer match about $72,570 at 4% or $48,380 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7$4,337,249$16,727$2,390iApproximate average salary by contribution assumption: employee only about $59,739 at 4% or $39,826 at 6%; with 50% employer match about $39,826 at 4% or $26,551 at 6%; with 100% employer match about $29,870 at 4% or $19,913 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-7$321,570$23,912$3,416iApproximate average salary by contribution assumption: employee only about $85,400 at 4% or $56,933 at 6%; with 50% employer match about $56,933 at 4% or $37,956 at 6%; with 100% employer match about $42,700 at 4% or $28,467 at 6%.
200328$273,365$23,100$2,888iApproximate average salary by contribution assumption: employee only about $72,188 at 4% or $48,125 at 6%; with 50% employer match about $48,125 at 4% or $32,083 at 6%; with 100% employer match about $36,094 at 4% or $24,063 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-7$273,365$23,100$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-8---
200229$210,404$21,700$2,411iApproximate average salary by contribution assumption: employee only about $60,278 at 4% or $40,185 at 6%; with 50% employer match about $40,185 at 4% or $26,790 at 6%; with 100% employer match about $30,139 at 4% or $20,093 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-9$210,404$21,700$2,411iApproximate average salary by contribution assumption: employee only about $60,278 at 4% or $40,185 at 6%; with 50% employer match about $40,185 at 4% or $26,790 at 6%; with 100% employer match about $30,139 at 4% or $20,093 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7---
200129$0$0-
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-7---
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-9---
200027$339,826$32,300$4,614iApproximate average salary by contribution assumption: employee only about $115,357 at 4% or $76,905 at 6%; with 50% employer match about $76,905 at 4% or $51,270 at 6%; with 100% employer match about $57,679 at 4% or $38,452 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-7$339,826$32,300$4,614iApproximate average salary by contribution assumption: employee only about $115,357 at 4% or $76,905 at 6%; with 50% employer match about $76,905 at 4% or $51,270 at 6%; with 100% employer match about $57,679 at 4% or $38,452 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-7---
199928$3,871,627$48,373$6,047iApproximate average salary by contribution assumption: employee only about $151,166 at 4% or $100,777 at 6%; with 50% employer match about $100,777 at 4% or $67,185 at 6%; with 100% employer match about $75,583 at 4% or $50,389 at 6%.
Alan E. Berkowitz, C.P.A. Chartered Profit Sharing Plan and Trust-8$3,432,403$14,573$1,822iApproximate average salary by contribution assumption: employee only about $45,541 at 4% or $30,360 at 6%; with 50% employer match about $30,360 at 4% or $20,240 at 6%; with 100% employer match about $22,770 at 4% or $15,180 at 6%.
Alan E. Berkowitz, CPA, Chartered 401K Profit Sharing Plan and T-8$439,224$33,800$4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%.