Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$698,318
2009 Contributions
$12,382
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 4 | $698,318 | $12,382 | $3,096iApproximate average salary by contribution assumption: employee only about $77,388 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,394 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%. |
| Bernstein & Berger PA | - | 4 | $698,318 | $12,382 | $3,096iApproximate average salary by contribution assumption: employee only about $77,388 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,394 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%. |
| 2008 | 1 | 5 | $773,472 | $132,936 | $26,587iApproximate average salary by contribution assumption: employee only about $664,680 at 4% or $443,120 at 6%; with 50% employer match about $443,120 at 4% or $295,413 at 6%; with 100% employer match about $332,340 at 4% or $221,560 at 6%. |
| Bernstein & Berger PA | - | 5 | $773,472 | $132,936 | $26,587iApproximate average salary by contribution assumption: employee only about $664,680 at 4% or $443,120 at 6%; with 50% employer match about $443,120 at 4% or $295,413 at 6%; with 100% employer match about $332,340 at 4% or $221,560 at 6%. |
| 2007 | 1 | 5 | $918,353 | $20,804 | $4,161iApproximate average salary by contribution assumption: employee only about $104,020 at 4% or $69,347 at 6%; with 50% employer match about $69,347 at 4% or $46,231 at 6%; with 100% employer match about $52,010 at 4% or $34,673 at 6%. |
| Bernstein & Berger PA | - | 5 | $918,353 | $20,804 | $4,161iApproximate average salary by contribution assumption: employee only about $104,020 at 4% or $69,347 at 6%; with 50% employer match about $69,347 at 4% or $46,231 at 6%; with 100% employer match about $52,010 at 4% or $34,673 at 6%. |
| 2006 | 1 | 4 | $825,869 | $20,405 | $5,101iApproximate average salary by contribution assumption: employee only about $127,531 at 4% or $85,021 at 6%; with 50% employer match about $85,021 at 4% or $56,681 at 6%; with 100% employer match about $63,766 at 4% or $42,510 at 6%. |
| Bernstein & Berger PA | - | 4 | $825,869 | $20,405 | $5,101iApproximate average salary by contribution assumption: employee only about $127,531 at 4% or $85,021 at 6%; with 50% employer match about $85,021 at 4% or $56,681 at 6%; with 100% employer match about $63,766 at 4% or $42,510 at 6%. |
| 2005 | 1 | 4 | $722,481 | $20,477 | $5,119iApproximate average salary by contribution assumption: employee only about $127,981 at 4% or $85,321 at 6%; with 50% employer match about $85,321 at 4% or $56,881 at 6%; with 100% employer match about $63,991 at 4% or $42,660 at 6%. |
| Bernstein & Berger PA | - | 4 | $722,481 | $20,477 | $5,119iApproximate average salary by contribution assumption: employee only about $127,981 at 4% or $85,321 at 6%; with 50% employer match about $85,321 at 4% or $56,881 at 6%; with 100% employer match about $63,991 at 4% or $42,660 at 6%. |
| 2004 | 1 | 4 | $698,382 | $20,375 | $5,094iApproximate average salary by contribution assumption: employee only about $127,344 at 4% or $84,896 at 6%; with 50% employer match about $84,896 at 4% or $56,597 at 6%; with 100% employer match about $63,672 at 4% or $42,448 at 6%. |
| Bernstein & Berger PA | - | 4 | $698,382 | $20,375 | $5,094iApproximate average salary by contribution assumption: employee only about $127,344 at 4% or $84,896 at 6%; with 50% employer match about $84,896 at 4% or $56,597 at 6%; with 100% employer match about $63,672 at 4% or $42,448 at 6%. |
| 2003 | 1 | 5 | $623,187 | $23,090 | $4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%. |
| Bernstein & Berger PA | - | 5 | $623,187 | $23,090 | $4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%. |
| 2002 | 1 | 5 | $492,449 | $22,797 | $4,559iApproximate average salary by contribution assumption: employee only about $113,985 at 4% or $75,990 at 6%; with 50% employer match about $75,990 at 4% or $50,660 at 6%; with 100% employer match about $56,992 at 4% or $37,995 at 6%. |
| Bernstein & Berger PA | - | 5 | $492,449 | $22,797 | $4,559iApproximate average salary by contribution assumption: employee only about $113,985 at 4% or $75,990 at 6%; with 50% employer match about $75,990 at 4% or $50,660 at 6%; with 100% employer match about $56,992 at 4% or $37,995 at 6%. |
| 2001 | 1 | 0 | $606,582 | $22,328 | - |
| Bernstein & Berger PA | - | 0 | $606,582 | $22,328 | - |
| 2000 | 1 | 4 | $656,501 | $20,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,006 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%. |
| Bernstein & Berger PA | - | 4 | $656,501 | $20,001 | $5,000iApproximate average salary by contribution assumption: employee only about $125,006 at 4% or $83,338 at 6%; with 50% employer match about $83,338 at 4% or $55,558 at 6%; with 100% employer match about $62,503 at 4% or $41,669 at 6%. |
| 1999 | 1 | 5 | $658,612 | $22,513 | $4,503iApproximate average salary by contribution assumption: employee only about $112,565 at 4% or $75,043 at 6%; with 50% employer match about $75,043 at 4% or $50,029 at 6%; with 100% employer match about $56,283 at 4% or $37,522 at 6%. |
| Bernstein & Berger PA | - | 5 | $658,612 | $22,513 | $4,503iApproximate average salary by contribution assumption: employee only about $112,565 at 4% or $75,043 at 6%; with 50% employer match about $75,043 at 4% or $50,029 at 6%; with 100% employer match about $56,283 at 4% or $37,522 at 6%. |