Civic Intelligence

BERNSTEIN & FELDMAN, P.A. PENSION PLAN

Plan context: Bernstein & Feldman, P.A., 401(K) Plan

EIN 52-1215328 • Annapolis, MD • 20 filings • 5 plans

12 Taney AvenueAnnapolis, MD 21401
Current Snapshot

Latest Year

2018

2018 Participants

15

2018 Assets

$2,186,109

2018 Contributions

$62,217

Historical Graphs

Total Assets Over Time

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

$3,313,939$1,656,970$0200120092017YearValue
$2,186,109Latest year 2017

Participants Over Time

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

1580200120092017YearValue
15Latest year 2017

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
201810$0$62,217-
Bernstein & Feldman, P.A., 401(K) Plan-0$0$62,217-
2017115$2,186,109$87,788$5,853iApproximate average salary by contribution assumption: employee only about $146,313 at 4% or $97,542 at 6%; with 50% employer match about $97,542 at 4% or $65,028 at 6%; with 100% employer match about $73,157 at 4% or $48,771 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-15$2,186,109$87,788$5,853iApproximate average salary by contribution assumption: employee only about $146,313 at 4% or $97,542 at 6%; with 50% employer match about $97,542 at 4% or $65,028 at 6%; with 100% employer match about $73,157 at 4% or $48,771 at 6%.
2016115$3,313,939$93,835$6,256iApproximate average salary by contribution assumption: employee only about $156,392 at 4% or $104,261 at 6%; with 50% employer match about $104,261 at 4% or $69,507 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-15$3,313,939$93,835$6,256iApproximate average salary by contribution assumption: employee only about $156,392 at 4% or $104,261 at 6%; with 50% employer match about $104,261 at 4% or $69,507 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%.
2015114$2,827,892$147,032$10,502iApproximate average salary by contribution assumption: employee only about $262,557 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-14$2,827,892$147,032$10,502iApproximate average salary by contribution assumption: employee only about $262,557 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.
2014114$2,779,215$141,453$10,104iApproximate average salary by contribution assumption: employee only about $252,595 at 4% or $168,396 at 6%; with 50% employer match about $168,396 at 4% or $112,264 at 6%; with 100% employer match about $126,297 at 4% or $84,198 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-14$2,779,215$141,453$10,104iApproximate average salary by contribution assumption: employee only about $252,595 at 4% or $168,396 at 6%; with 50% employer match about $168,396 at 4% or $112,264 at 6%; with 100% employer match about $126,297 at 4% or $84,198 at 6%.
201319$2,529,722$130,418$14,491iApproximate average salary by contribution assumption: employee only about $362,272 at 4% or $241,515 at 6%; with 50% employer match about $241,515 at 4% or $161,010 at 6%; with 100% employer match about $181,136 at 4% or $120,757 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-9$2,529,722$130,418$14,491iApproximate average salary by contribution assumption: employee only about $362,272 at 4% or $241,515 at 6%; with 50% employer match about $241,515 at 4% or $161,010 at 6%; with 100% employer match about $181,136 at 4% or $120,757 at 6%.
2012112$1,987,081$143,314$11,943iApproximate average salary by contribution assumption: employee only about $298,571 at 4% or $199,047 at 6%; with 50% employer match about $199,047 at 4% or $132,698 at 6%; with 100% employer match about $149,285 at 4% or $99,524 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-12$1,987,081$143,314$11,943iApproximate average salary by contribution assumption: employee only about $298,571 at 4% or $199,047 at 6%; with 50% employer match about $199,047 at 4% or $132,698 at 6%; with 100% employer match about $149,285 at 4% or $99,524 at 6%.
2011110$1,643,270$132,212$13,221iApproximate average salary by contribution assumption: employee only about $330,530 at 4% or $220,353 at 6%; with 50% employer match about $220,353 at 4% or $146,902 at 6%; with 100% employer match about $165,265 at 4% or $110,177 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-10$1,643,270$132,212$13,221iApproximate average salary by contribution assumption: employee only about $330,530 at 4% or $220,353 at 6%; with 50% employer match about $220,353 at 4% or $146,902 at 6%; with 100% employer match about $165,265 at 4% or $110,177 at 6%.
201019$1,607,036$127,134$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-9$1,607,036$127,134$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.
200919$1,533,968$124,763$13,863iApproximate average salary by contribution assumption: employee only about $346,564 at 4% or $231,043 at 6%; with 50% employer match about $231,043 at 4% or $154,028 at 6%; with 100% employer match about $173,282 at 4% or $115,521 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-9$1,533,968$124,763$13,863iApproximate average salary by contribution assumption: employee only about $346,564 at 4% or $231,043 at 6%; with 50% employer match about $231,043 at 4% or $154,028 at 6%; with 100% employer match about $173,282 at 4% or $115,521 at 6%.
200819$1,100,480$122,607$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-9$1,100,480$122,607$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.
2007111$1,592,481$123,358$11,214iApproximate average salary by contribution assumption: employee only about $280,359 at 4% or $186,906 at 6%; with 50% employer match about $186,906 at 4% or $124,604 at 6%; with 100% employer match about $140,180 at 4% or $93,453 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-11$1,592,481$123,358$11,214iApproximate average salary by contribution assumption: employee only about $280,359 at 4% or $186,906 at 6%; with 50% employer match about $186,906 at 4% or $124,604 at 6%; with 100% employer match about $140,180 at 4% or $93,453 at 6%.
2006111$1,346,280$122,042$11,095iApproximate average salary by contribution assumption: employee only about $277,368 at 4% or $184,912 at 6%; with 50% employer match about $184,912 at 4% or $123,275 at 6%; with 100% employer match about $138,684 at 4% or $92,456 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-11$1,346,280$122,042$11,095iApproximate average salary by contribution assumption: employee only about $277,368 at 4% or $184,912 at 6%; with 50% employer match about $184,912 at 4% or $123,275 at 6%; with 100% employer match about $138,684 at 4% or $92,456 at 6%.
2005110$1,058,857$110,012$11,001iApproximate average salary by contribution assumption: employee only about $275,030 at 4% or $183,353 at 6%; with 50% employer match about $183,353 at 4% or $122,236 at 6%; with 100% employer match about $137,515 at 4% or $91,677 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-10$1,058,857$110,012$11,001iApproximate average salary by contribution assumption: employee only about $275,030 at 4% or $183,353 at 6%; with 50% employer match about $183,353 at 4% or $122,236 at 6%; with 100% employer match about $137,515 at 4% or $91,677 at 6%.
200416$884,657$96,698$16,116iApproximate average salary by contribution assumption: employee only about $402,908 at 4% or $268,606 at 6%; with 50% employer match about $268,606 at 4% or $179,070 at 6%; with 100% employer match about $201,454 at 4% or $134,303 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-6$884,657$96,698$16,116iApproximate average salary by contribution assumption: employee only about $402,908 at 4% or $268,606 at 6%; with 50% employer match about $268,606 at 4% or $179,070 at 6%; with 100% employer match about $201,454 at 4% or $134,303 at 6%.
200315$756,414$90,393$18,079iApproximate average salary by contribution assumption: employee only about $451,965 at 4% or $301,310 at 6%; with 50% employer match about $301,310 at 4% or $200,873 at 6%; with 100% employer match about $225,982 at 4% or $150,655 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-5$756,414$90,393$18,079iApproximate average salary by contribution assumption: employee only about $451,965 at 4% or $301,310 at 6%; with 50% employer match about $301,310 at 4% or $200,873 at 6%; with 100% employer match about $225,982 at 4% or $150,655 at 6%.
200225$544,161$658,216$131,643iApproximate average salary by contribution assumption: employee only about $3,291,080 at 4% or $2,194,053 at 6%; with 50% employer match about $2,194,053 at 4% or $1,462,702 at 6%; with 100% employer match about $1,645,540 at 4% or $1,097,027 at 6%.
Bernstein & Feldman, P.A., 401(K) Plan-5$544,161$658,216$131,643iApproximate average salary by contribution assumption: employee only about $3,291,080 at 4% or $2,194,053 at 6%; with 50% employer match about $2,194,053 at 4% or $1,462,702 at 6%; with 100% employer match about $1,645,540 at 4% or $1,097,027 at 6%.
BERNSTEIN & FELDMAN, P.A. PENSION PLAN-0---
200114$571,458$72,737$18,184iApproximate average salary by contribution assumption: employee only about $454,606 at 4% or $303,071 at 6%; with 50% employer match about $303,071 at 4% or $202,047 at 6%; with 100% employer match about $227,303 at 4% or $151,535 at 6%.
BERNSTEIN & FELDMAN, P.A. PENSION PLAN-4$571,458$72,737$18,184iApproximate average salary by contribution assumption: employee only about $454,606 at 4% or $303,071 at 6%; with 50% employer match about $303,071 at 4% or $202,047 at 6%; with 100% employer match about $227,303 at 4% or $151,535 at 6%.
199910$0$0-
Bernstein & Feldman, P.A. Profit Sharing Plan-0---