Civic Intelligence

Jay a. Bernstein, MD, Pa

Plan context: Jay a. Bernstein, MD, Pa Profit Sharing Plan

EIN 52-1493467 • Rockville, MD • 30 filings • 6 plans

13211 Valley DriveRockville, MD 20850
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,462,681

2019 Contributions

$70,400

Historical Graphs

Total Assets Over Time

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

$4,043,227$2,021,614$0199920102019YearValue
$1,462,681Latest year 2019

Participants Over Time

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

29150199920092019YearValue
2Latest 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
201912$1,462,681$70,400$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-2$1,462,681$70,400$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
201825$4,043,227$367,250$73,450iApproximate average salary by contribution assumption: employee only about $1,836,250 at 4% or $1,224,167 at 6%; with 50% employer match about $1,224,167 at 4% or $816,111 at 6%; with 100% employer match about $918,125 at 4% or $612,083 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-2$2,647,393$298,150$149,075iApproximate average salary by contribution assumption: employee only about $3,726,875 at 4% or $2,484,583 at 6%; with 50% employer match about $2,484,583 at 4% or $1,656,389 at 6%; with 100% employer match about $1,863,438 at 4% or $1,242,292 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-5$1,395,834$69,100$13,820iApproximate average salary by contribution assumption: employee only about $345,500 at 4% or $230,333 at 6%; with 50% employer match about $230,333 at 4% or $153,556 at 6%; with 100% employer match about $172,750 at 4% or $115,167 at 6%.
201727$4,005,557$433,104$61,872iApproximate average salary by contribution assumption: employee only about $1,546,800 at 4% or $1,031,200 at 6%; with 50% employer match about $1,031,200 at 4% or $687,467 at 6%; with 100% employer match about $773,400 at 4% or $515,600 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-4$2,538,302$364,900$91,225iApproximate average salary by contribution assumption: employee only about $2,280,625 at 4% or $1,520,417 at 6%; with 50% employer match about $1,520,417 at 4% or $1,013,611 at 6%; with 100% employer match about $1,140,313 at 4% or $760,208 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-7$1,467,255$68,204$9,743iApproximate average salary by contribution assumption: employee only about $243,586 at 4% or $162,390 at 6%; with 50% employer match about $162,390 at 4% or $108,260 at 6%; with 100% employer match about $121,793 at 4% or $81,195 at 6%.
2016222$3,756,229$488,976$22,226iApproximate average salary by contribution assumption: employee only about $555,655 at 4% or $370,436 at 6%; with 50% employer match about $370,436 at 4% or $246,958 at 6%; with 100% employer match about $277,827 at 4% or $185,218 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-21$1,969,600$369,555$17,598iApproximate average salary by contribution assumption: employee only about $439,946 at 4% or $293,298 at 6%; with 50% employer match about $293,298 at 4% or $195,532 at 6%; with 100% employer match about $219,973 at 4% or $146,649 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-22$1,786,629$119,421$5,428iApproximate average salary by contribution assumption: employee only about $135,706 at 4% or $90,470 at 6%; with 50% employer match about $90,470 at 4% or $60,314 at 6%; with 100% employer match about $67,853 at 4% or $45,235 at 6%.
2015228$3,902,356$629,851$22,495iApproximate average salary by contribution assumption: employee only about $562,367 at 4% or $374,911 at 6%; with 50% employer match about $374,911 at 4% or $249,941 at 6%; with 100% employer match about $281,183 at 4% or $187,456 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-28$2,382,487$194,851$6,959iApproximate average salary by contribution assumption: employee only about $173,974 at 4% or $115,983 at 6%; with 50% employer match about $115,983 at 4% or $77,322 at 6%; with 100% employer match about $86,987 at 4% or $57,991 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-21$1,519,869$435,000$20,714iApproximate average salary by contribution assumption: employee only about $517,857 at 4% or $345,238 at 6%; with 50% employer match about $345,238 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%.
2014226$3,710,544$555,295$21,358iApproximate average salary by contribution assumption: employee only about $533,938 at 4% or $355,958 at 6%; with 50% employer match about $355,958 at 4% or $237,306 at 6%; with 100% employer match about $266,969 at 4% or $177,979 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-26$2,581,549$185,007$7,116iApproximate average salary by contribution assumption: employee only about $177,891 at 4% or $118,594 at 6%; with 50% employer match about $118,594 at 4% or $79,063 at 6%; with 100% employer match about $88,946 at 4% or $59,297 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-19$1,128,995$370,288$19,489iApproximate average salary by contribution assumption: employee only about $487,221 at 4% or $324,814 at 6%; with 50% employer match about $324,814 at 4% or $216,543 at 6%; with 100% employer match about $243,611 at 4% or $162,407 at 6%.
2013228$3,041,215$511,401$18,264iApproximate average salary by contribution assumption: employee only about $456,608 at 4% or $304,405 at 6%; with 50% employer match about $304,405 at 4% or $202,937 at 6%; with 100% employer match about $228,304 at 4% or $152,203 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-28$2,302,812$157,105$5,611iApproximate average salary by contribution assumption: employee only about $140,272 at 4% or $93,515 at 6%; with 50% employer match about $93,515 at 4% or $62,343 at 6%; with 100% employer match about $70,136 at 4% or $46,757 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-17$738,403$354,296$20,841iApproximate average salary by contribution assumption: employee only about $521,024 at 4% or $347,349 at 6%; with 50% employer match about $347,349 at 4% or $231,566 at 6%; with 100% employer match about $260,512 at 4% or $173,675 at 6%.
2012229$2,250,273$532,248$18,353iApproximate average salary by contribution assumption: employee only about $458,834 at 4% or $305,890 at 6%; with 50% employer match about $305,890 at 4% or $203,926 at 6%; with 100% employer match about $229,417 at 4% or $152,945 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-29$1,912,152$194,127$6,694iApproximate average salary by contribution assumption: employee only about $167,351 at 4% or $111,567 at 6%; with 50% employer match about $111,567 at 4% or $74,378 at 6%; with 100% employer match about $83,675 at 4% or $55,784 at 6%.
Jay a. Bernstein, M.D., P.A. Cash Balance Plan-17$338,121$338,121$19,889iApproximate average salary by contribution assumption: employee only about $497,237 at 4% or $331,491 at 6%; with 50% employer match about $331,491 at 4% or $220,994 at 6%; with 100% employer match about $248,618 at 4% or $165,746 at 6%.
2011128$1,554,611$226,837$8,101iApproximate average salary by contribution assumption: employee only about $202,533 at 4% or $135,022 at 6%; with 50% employer match about $135,022 at 4% or $90,015 at 6%; with 100% employer match about $101,267 at 4% or $67,511 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-28$1,554,611$226,837$8,101iApproximate average salary by contribution assumption: employee only about $202,533 at 4% or $135,022 at 6%; with 50% employer match about $135,022 at 4% or $90,015 at 6%; with 100% employer match about $101,267 at 4% or $67,511 at 6%.
2010127$1,473,676$226,848$8,402iApproximate average salary by contribution assumption: employee only about $210,044 at 4% or $140,030 at 6%; with 50% employer match about $140,030 at 4% or $93,353 at 6%; with 100% employer match about $105,022 at 4% or $70,015 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-27$1,473,676$226,848$8,402iApproximate average salary by contribution assumption: employee only about $210,044 at 4% or $140,030 at 6%; with 50% employer match about $140,030 at 4% or $93,353 at 6%; with 100% employer match about $105,022 at 4% or $70,015 at 6%.
2009127$2,119,878$215,870$7,995iApproximate average salary by contribution assumption: employee only about $199,880 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,627 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-27$2,119,878$215,870$7,995iApproximate average salary by contribution assumption: employee only about $199,880 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,627 at 6%.
2008115$1,479,513$173,420$11,561iApproximate average salary by contribution assumption: employee only about $289,033 at 4% or $192,689 at 6%; with 50% employer match about $192,689 at 4% or $128,459 at 6%; with 100% employer match about $144,517 at 4% or $96,344 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-15$1,479,513$173,420$11,561iApproximate average salary by contribution assumption: employee only about $289,033 at 4% or $192,689 at 6%; with 50% employer match about $192,689 at 4% or $128,459 at 6%; with 100% employer match about $144,517 at 4% or $96,344 at 6%.
2007111$0$0-
Jay a. Bernstein, MD, Pa Profit Sharing Plan-11---
2006111$1,932,003$181,412$16,492iApproximate average salary by contribution assumption: employee only about $412,300 at 4% or $274,867 at 6%; with 50% employer match about $274,867 at 4% or $183,244 at 6%; with 100% employer match about $206,150 at 4% or $137,433 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-11$1,932,003$181,412$16,492iApproximate average salary by contribution assumption: employee only about $412,300 at 4% or $274,867 at 6%; with 50% employer match about $274,867 at 4% or $183,244 at 6%; with 100% employer match about $206,150 at 4% or $137,433 at 6%.
2005115$1,577,551$189,073$12,605iApproximate average salary by contribution assumption: employee only about $315,122 at 4% or $210,081 at 6%; with 50% employer match about $210,081 at 4% or $140,054 at 6%; with 100% employer match about $157,561 at 4% or $105,041 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-15$1,577,551$189,073$12,605iApproximate average salary by contribution assumption: employee only about $315,122 at 4% or $210,081 at 6%; with 50% employer match about $210,081 at 4% or $140,054 at 6%; with 100% employer match about $157,561 at 4% or $105,041 at 6%.
2004115$1,339,096$171,810$11,454iApproximate average salary by contribution assumption: employee only about $286,350 at 4% or $190,900 at 6%; with 50% employer match about $190,900 at 4% or $127,267 at 6%; with 100% employer match about $143,175 at 4% or $95,450 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-15$1,339,096$171,810$11,454iApproximate average salary by contribution assumption: employee only about $286,350 at 4% or $190,900 at 6%; with 50% employer match about $190,900 at 4% or $127,267 at 6%; with 100% employer match about $143,175 at 4% or $95,450 at 6%.
2003114$1,054,181$162,816$11,630iApproximate average salary by contribution assumption: employee only about $290,743 at 4% or $193,829 at 6%; with 50% employer match about $193,829 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-14$1,054,181$162,816$11,630iApproximate average salary by contribution assumption: employee only about $290,743 at 4% or $193,829 at 6%; with 50% employer match about $193,829 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%.
2002114$709,604$148,123$10,580iApproximate average salary by contribution assumption: employee only about $264,505 at 4% or $176,337 at 6%; with 50% employer match about $176,337 at 4% or $117,558 at 6%; with 100% employer match about $132,253 at 4% or $88,168 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-14$709,604$148,123$10,580iApproximate average salary by contribution assumption: employee only about $264,505 at 4% or $176,337 at 6%; with 50% employer match about $176,337 at 4% or $117,558 at 6%; with 100% employer match about $132,253 at 4% or $88,168 at 6%.
2001213$0$0-
Jay a. Bernstein, MD, Pa Profit Sharing Plan-13---
JAY A. BERNSTEIN, MD, PA MONEY PURCHASE PENSION PLAN-0---
2000210$694,845$100,018$10,002iApproximate average salary by contribution assumption: employee only about $250,045 at 4% or $166,697 at 6%; with 50% employer match about $166,697 at 4% or $111,131 at 6%; with 100% employer match about $125,022 at 4% or $83,348 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-10$676,712$81,885$8,189iApproximate average salary by contribution assumption: employee only about $204,713 at 4% or $136,475 at 6%; with 50% employer match about $136,475 at 4% or $90,983 at 6%; with 100% employer match about $102,356 at 4% or $68,238 at 6%.
JAY A. BERNSTEIN, MD, PA MONEY PURCHASE PENSION PLAN-10$18,133$18,133$1,813iApproximate average salary by contribution assumption: employee only about $45,333 at 4% or $30,222 at 6%; with 50% employer match about $30,222 at 4% or $20,148 at 6%; with 100% employer match about $22,666 at 4% or $15,111 at 6%.
1999111$680,752$80,120$7,284iApproximate average salary by contribution assumption: employee only about $182,091 at 4% or $121,394 at 6%; with 50% employer match about $121,394 at 4% or $80,929 at 6%; with 100% employer match about $91,045 at 4% or $60,697 at 6%.
Jay a. Bernstein, MD, Pa Profit Sharing Plan-11$680,752$80,120$7,284iApproximate average salary by contribution assumption: employee only about $182,091 at 4% or $121,394 at 6%; with 50% employer match about $121,394 at 4% or $80,929 at 6%; with 100% employer match about $91,045 at 4% or $60,697 at 6%.