N.W. Bernstein & Associates LLC
Plan context: N.W. Bernstein & Associates LLC Profit Sharing Plan
EIN 52-2088943 • Rye Brook, NY • 23 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$561,883
2021 Contributions
$26,194
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $26,194 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 0 | $0 | $26,194 | - |
| 2020 | 1 | 5 | $561,883 | $52,422 | $10,484iApproximate average salary by contribution assumption: employee only about $262,110 at 4% or $174,740 at 6%; with 50% employer match about $174,740 at 4% or $116,493 at 6%; with 100% employer match about $131,055 at 4% or $87,370 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 5 | $561,883 | $52,422 | $10,484iApproximate average salary by contribution assumption: employee only about $262,110 at 4% or $174,740 at 6%; with 50% employer match about $174,740 at 4% or $116,493 at 6%; with 100% employer match about $131,055 at 4% or $87,370 at 6%. |
| 2019 | 1 | 4 | $483,119 | $55,287 | $13,822iApproximate average salary by contribution assumption: employee only about $345,544 at 4% or $230,363 at 6%; with 50% employer match about $230,363 at 4% or $153,575 at 6%; with 100% employer match about $172,772 at 4% or $115,181 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 4 | $483,119 | $55,287 | $13,822iApproximate average salary by contribution assumption: employee only about $345,544 at 4% or $230,363 at 6%; with 50% employer match about $230,363 at 4% or $153,575 at 6%; with 100% employer match about $172,772 at 4% or $115,181 at 6%. |
| 2018 | 1 | 4 | $407,740 | $42,081 | $10,520iApproximate average salary by contribution assumption: employee only about $263,006 at 4% or $175,338 at 6%; with 50% employer match about $175,338 at 4% or $116,892 at 6%; with 100% employer match about $131,503 at 4% or $87,669 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 4 | $407,740 | $42,081 | $10,520iApproximate average salary by contribution assumption: employee only about $263,006 at 4% or $175,338 at 6%; with 50% employer match about $175,338 at 4% or $116,892 at 6%; with 100% employer match about $131,503 at 4% or $87,669 at 6%. |
| 2017 | 1 | 4 | $381,025 | $71,637 | $17,909iApproximate average salary by contribution assumption: employee only about $447,731 at 4% or $298,488 at 6%; with 50% employer match about $298,488 at 4% or $198,992 at 6%; with 100% employer match about $223,866 at 4% or $149,244 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 4 | $381,025 | $71,637 | $17,909iApproximate average salary by contribution assumption: employee only about $447,731 at 4% or $298,488 at 6%; with 50% employer match about $298,488 at 4% or $198,992 at 6%; with 100% employer match about $223,866 at 4% or $149,244 at 6%. |
| 2016 | 1 | 4 | $297,960 | $65,500 | $16,375iApproximate average salary by contribution assumption: employee only about $409,375 at 4% or $272,917 at 6%; with 50% employer match about $272,917 at 4% or $181,944 at 6%; with 100% employer match about $204,688 at 4% or $136,458 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 4 | $297,960 | $65,500 | $16,375iApproximate average salary by contribution assumption: employee only about $409,375 at 4% or $272,917 at 6%; with 50% employer match about $272,917 at 4% or $181,944 at 6%; with 100% employer match about $204,688 at 4% or $136,458 at 6%. |
| 2015 | 1 | 4 | $228,725 | $39,778 | $9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 4 | $228,725 | $39,778 | $9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%. |
| 2014 | 1 | 3 | $200,636 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $200,636 | $0 | - |
| 2013 | 1 | 3 | $211,939 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $211,939 | - | - |
| 2012 | 1 | 3 | $225,724 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $225,724 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2011 | 1 | 2 | $223,343 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | $223,343 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2010 | 1 | 3 | $210,315 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $210,315 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2009 | 1 | 3 | $190,830 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $190,830 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2008 | 1 | 2 | $151,615 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | $151,615 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $139,805 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $139,805 | - | - |
| 2005 | 1 | 3 | $137,209 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $137,209 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2004 | 1 | 3 | $113,741 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 3 | $113,741 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2003 | 1 | 2 | $97,254 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | $97,254 | - | - |
| 2002 | 1 | 2 | $88,594 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | $88,594 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $29,325 | $29,325 | $14,663iApproximate average salary by contribution assumption: employee only about $366,563 at 4% or $244,375 at 6%; with 50% employer match about $244,375 at 4% or $162,917 at 6%; with 100% employer match about $183,281 at 4% or $122,188 at 6%. |
| N.W. Bernstein & Associates LLC Profit Sharing Plan | - | 2 | $29,325 | $29,325 | $14,663iApproximate average salary by contribution assumption: employee only about $366,563 at 4% or $244,375 at 6%; with 50% employer match about $244,375 at 4% or $162,917 at 6%; with 100% employer match about $183,281 at 4% or $122,188 at 6%. |