Civic Intelligence

J.L. Berkowitz & Co. LLC

Plan context: J.L. Berkowitz & Co. LLC Profit Sharing Plan

EIN 52-2284683 • New York, NY • 10 filings • 1 plans

909 Third Avenue14th FloorNew York, NY 10022
Current Snapshot

Latest Year

2010

2010 Participants

11

2010 Assets

$1,310,736

2010 Contributions

$169,262

Historical Graphs

Total Assets Over Time

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

$1,747,695$873,848$0200220052009YearValue
$1,310,736Latest year 2009

Participants Over Time

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

1680200120052009YearValue
11Latest year 2009

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
201010$0$0-
J.L. Berkowitz & Co. LLC Profit Sharing Plan-0---
2009111$1,310,736$0-
J.L. Berkowitz & Co. LLC Profit Sharing Plan-11$1,310,736--
2008112$1,182,924$169,262$14,105iApproximate average salary by contribution assumption: employee only about $352,629 at 4% or $235,086 at 6%; with 50% employer match about $235,086 at 4% or $156,724 at 6%; with 100% employer match about $176,315 at 4% or $117,543 at 6%.
J.L. Berkowitz & Co. LLC Profit Sharing Plan-12$1,182,924$169,262$14,105iApproximate average salary by contribution assumption: employee only about $352,629 at 4% or $235,086 at 6%; with 50% employer match about $235,086 at 4% or $156,724 at 6%; with 100% employer match about $176,315 at 4% or $117,543 at 6%.
2007111$0$0-
J.L. Berkowitz & Co. LLC Profit Sharing Plan-11---
2006116$1,747,695$0-
J.L. Berkowitz & Co. LLC Profit Sharing Plan-16$1,747,695--
2005116$1,543,923$203,635$12,727iApproximate average salary by contribution assumption: employee only about $318,180 at 4% or $212,120 at 6%; with 50% employer match about $212,120 at 4% or $141,413 at 6%; with 100% employer match about $159,090 at 4% or $106,060 at 6%.
J.L. Berkowitz & Co. LLC Profit Sharing Plan-16$1,543,923$203,635$12,727iApproximate average salary by contribution assumption: employee only about $318,180 at 4% or $212,120 at 6%; with 50% employer match about $212,120 at 4% or $141,413 at 6%; with 100% employer match about $159,090 at 4% or $106,060 at 6%.
2004115$1,329,940$180,281$12,019iApproximate average salary by contribution assumption: employee only about $300,468 at 4% or $200,312 at 6%; with 50% employer match about $200,312 at 4% or $133,541 at 6%; with 100% employer match about $150,234 at 4% or $100,156 at 6%.
J.L. Berkowitz & Co. LLC Profit Sharing Plan-15$1,329,940$180,281$12,019iApproximate average salary by contribution assumption: employee only about $300,468 at 4% or $200,312 at 6%; with 50% employer match about $200,312 at 4% or $133,541 at 6%; with 100% employer match about $150,234 at 4% or $100,156 at 6%.
2003116$1,136,095$199,971$12,498iApproximate average salary by contribution assumption: employee only about $312,455 at 4% or $208,303 at 6%; with 50% employer match about $208,303 at 4% or $138,869 at 6%; with 100% employer match about $156,227 at 4% or $104,152 at 6%.
J.L. Berkowitz & Co. LLC Profit Sharing Plan-16$1,136,095$199,971$12,498iApproximate average salary by contribution assumption: employee only about $312,455 at 4% or $208,303 at 6%; with 50% employer match about $208,303 at 4% or $138,869 at 6%; with 100% employer match about $156,227 at 4% or $104,152 at 6%.
2002116$789,427$217,902$13,619iApproximate average salary by contribution assumption: employee only about $340,472 at 4% or $226,981 at 6%; with 50% employer match about $226,981 at 4% or $151,321 at 6%; with 100% employer match about $170,236 at 4% or $113,491 at 6%.
J.L. Berkowitz & Co. LLC Profit Sharing Plan-16$789,427$217,902$13,619iApproximate average salary by contribution assumption: employee only about $340,472 at 4% or $226,981 at 6%; with 50% employer match about $226,981 at 4% or $151,321 at 6%; with 100% employer match about $170,236 at 4% or $113,491 at 6%.
2001110$0$0-
J.L. Berkowitz & Co. LLC Profit Sharing Plan-10---