Bernstein, Stair & McAdams
Plan context: Bernstein, Stair & Mcadams Profit Sharing Plan
EIN 62-0757559 • Knoxville, TN • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,943,433
2024 Contributions
$155,195
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $3,943,433 | $155,195 | $6,748iApproximate average salary by contribution assumption: employee only about $168,690 at 4% or $112,460 at 6%; with 50% employer match about $112,460 at 4% or $74,973 at 6%; with 100% employer match about $84,345 at 4% or $56,230 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 23 | $3,943,433 | $155,195 | $6,748iApproximate average salary by contribution assumption: employee only about $168,690 at 4% or $112,460 at 6%; with 50% employer match about $112,460 at 4% or $74,973 at 6%; with 100% employer match about $84,345 at 4% or $56,230 at 6%. |
| 2023 | 1 | 20 | $3,363,999 | $145,727 | $7,286iApproximate average salary by contribution assumption: employee only about $182,159 at 4% or $121,439 at 6%; with 50% employer match about $121,439 at 4% or $80,959 at 6%; with 100% employer match about $91,079 at 4% or $60,720 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 20 | $3,363,999 | $145,727 | $7,286iApproximate average salary by contribution assumption: employee only about $182,159 at 4% or $121,439 at 6%; with 50% employer match about $121,439 at 4% or $80,959 at 6%; with 100% employer match about $91,079 at 4% or $60,720 at 6%. |
| 2022 | 1 | 23 | $8,407,441 | $141,710 | $6,161iApproximate average salary by contribution assumption: employee only about $154,033 at 4% or $102,688 at 6%; with 50% employer match about $102,688 at 4% or $68,459 at 6%; with 100% employer match about $77,016 at 4% or $51,344 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 23 | $8,407,441 | $141,710 | $6,161iApproximate average salary by contribution assumption: employee only about $154,033 at 4% or $102,688 at 6%; with 50% employer match about $102,688 at 4% or $68,459 at 6%; with 100% employer match about $77,016 at 4% or $51,344 at 6%. |
| 2021 | 1 | 24 | $15,166,616 | $267,581 | $11,149iApproximate average salary by contribution assumption: employee only about $278,730 at 4% or $185,820 at 6%; with 50% employer match about $185,820 at 4% or $123,880 at 6%; with 100% employer match about $139,365 at 4% or $92,910 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 24 | $15,166,616 | $267,581 | $11,149iApproximate average salary by contribution assumption: employee only about $278,730 at 4% or $185,820 at 6%; with 50% employer match about $185,820 at 4% or $123,880 at 6%; with 100% employer match about $139,365 at 4% or $92,910 at 6%. |
| 2020 | 1 | 23 | $13,312,511 | $194,994 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 23 | $13,312,511 | $194,994 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| 2019 | 1 | 15 | $11,594,565 | $160,271 | $10,685iApproximate average salary by contribution assumption: employee only about $267,118 at 4% or $178,079 at 6%; with 50% employer match about $178,079 at 4% or $118,719 at 6%; with 100% employer match about $133,559 at 4% or $89,039 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 15 | $11,594,565 | $160,271 | $10,685iApproximate average salary by contribution assumption: employee only about $267,118 at 4% or $178,079 at 6%; with 50% employer match about $178,079 at 4% or $118,719 at 6%; with 100% employer match about $133,559 at 4% or $89,039 at 6%. |
| 2018 | 1 | 18 | $9,599,410 | $195,744 | $10,875iApproximate average salary by contribution assumption: employee only about $271,867 at 4% or $181,244 at 6%; with 50% employer match about $181,244 at 4% or $120,830 at 6%; with 100% employer match about $135,933 at 4% or $90,622 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 18 | $9,599,410 | $195,744 | $10,875iApproximate average salary by contribution assumption: employee only about $271,867 at 4% or $181,244 at 6%; with 50% employer match about $181,244 at 4% or $120,830 at 6%; with 100% employer match about $135,933 at 4% or $90,622 at 6%. |
| 2017 | 1 | 17 | $10,177,442 | $174,261 | $10,251iApproximate average salary by contribution assumption: employee only about $256,266 at 4% or $170,844 at 6%; with 50% employer match about $170,844 at 4% or $113,896 at 6%; with 100% employer match about $128,133 at 4% or $85,422 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $10,177,442 | $174,261 | $10,251iApproximate average salary by contribution assumption: employee only about $256,266 at 4% or $170,844 at 6%; with 50% employer match about $170,844 at 4% or $113,896 at 6%; with 100% employer match about $128,133 at 4% or $85,422 at 6%. |
| 2016 | 1 | 17 | $12,885,000 | $214,478 | $12,616iApproximate average salary by contribution assumption: employee only about $315,409 at 4% or $210,273 at 6%; with 50% employer match about $210,273 at 4% or $140,182 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $12,885,000 | $214,478 | $12,616iApproximate average salary by contribution assumption: employee only about $315,409 at 4% or $210,273 at 6%; with 50% employer match about $210,273 at 4% or $140,182 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%. |
| 2015 | 1 | 17 | $12,405,358 | $175,845 | $10,344iApproximate average salary by contribution assumption: employee only about $258,596 at 4% or $172,397 at 6%; with 50% employer match about $172,397 at 4% or $114,931 at 6%; with 100% employer match about $129,298 at 4% or $86,199 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $12,405,358 | $175,845 | $10,344iApproximate average salary by contribution assumption: employee only about $258,596 at 4% or $172,397 at 6%; with 50% employer match about $172,397 at 4% or $114,931 at 6%; with 100% employer match about $129,298 at 4% or $86,199 at 6%. |
| 2014 | 1 | 17 | $13,033,821 | $159,840 | $9,402iApproximate average salary by contribution assumption: employee only about $235,059 at 4% or $156,706 at 6%; with 50% employer match about $156,706 at 4% or $104,471 at 6%; with 100% employer match about $117,529 at 4% or $78,353 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $13,033,821 | $159,840 | $9,402iApproximate average salary by contribution assumption: employee only about $235,059 at 4% or $156,706 at 6%; with 50% employer match about $156,706 at 4% or $104,471 at 6%; with 100% employer match about $117,529 at 4% or $78,353 at 6%. |
| 2013 | 1 | 17 | $12,399,364 | $214,010 | $12,589iApproximate average salary by contribution assumption: employee only about $314,721 at 4% or $209,814 at 6%; with 50% employer match about $209,814 at 4% or $139,876 at 6%; with 100% employer match about $157,360 at 4% or $104,907 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $12,399,364 | $214,010 | $12,589iApproximate average salary by contribution assumption: employee only about $314,721 at 4% or $209,814 at 6%; with 50% employer match about $209,814 at 4% or $139,876 at 6%; with 100% employer match about $157,360 at 4% or $104,907 at 6%. |
| 2012 | 1 | 18 | $11,289,047 | $201,448 | $11,192iApproximate average salary by contribution assumption: employee only about $279,789 at 4% or $186,526 at 6%; with 50% employer match about $186,526 at 4% or $124,351 at 6%; with 100% employer match about $139,894 at 4% or $93,263 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 18 | $11,289,047 | $201,448 | $11,192iApproximate average salary by contribution assumption: employee only about $279,789 at 4% or $186,526 at 6%; with 50% employer match about $186,526 at 4% or $124,351 at 6%; with 100% employer match about $139,894 at 4% or $93,263 at 6%. |
| 2011 | 1 | 18 | $11,710,397 | $763,278 | $42,404iApproximate average salary by contribution assumption: employee only about $1,060,108 at 4% or $706,739 at 6%; with 50% employer match about $706,739 at 4% or $471,159 at 6%; with 100% employer match about $530,054 at 4% or $353,369 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 18 | $11,710,397 | $763,278 | $42,404iApproximate average salary by contribution assumption: employee only about $1,060,108 at 4% or $706,739 at 6%; with 50% employer match about $706,739 at 4% or $471,159 at 6%; with 100% employer match about $530,054 at 4% or $353,369 at 6%. |
| 2010 | 1 | 17 | $11,266,216 | $255,909 | $15,053iApproximate average salary by contribution assumption: employee only about $376,337 at 4% or $250,891 at 6%; with 50% employer match about $250,891 at 4% or $167,261 at 6%; with 100% employer match about $188,168 at 4% or $125,446 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $11,266,216 | $255,909 | $15,053iApproximate average salary by contribution assumption: employee only about $376,337 at 4% or $250,891 at 6%; with 50% employer match about $250,891 at 4% or $167,261 at 6%; with 100% employer match about $188,168 at 4% or $125,446 at 6%. |
| 2009 | 1 | 18 | $10,177,468 | $255,848 | $14,214iApproximate average salary by contribution assumption: employee only about $355,344 at 4% or $236,896 at 6%; with 50% employer match about $236,896 at 4% or $157,931 at 6%; with 100% employer match about $177,672 at 4% or $118,448 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 18 | $10,177,468 | $255,848 | $14,214iApproximate average salary by contribution assumption: employee only about $355,344 at 4% or $236,896 at 6%; with 50% employer match about $236,896 at 4% or $157,931 at 6%; with 100% employer match about $177,672 at 4% or $118,448 at 6%. |
| 2008 | 1 | 17 | $8,460,627 | $226,085 | $13,299iApproximate average salary by contribution assumption: employee only about $332,478 at 4% or $221,652 at 6%; with 50% employer match about $221,652 at 4% or $147,768 at 6%; with 100% employer match about $166,239 at 4% or $110,826 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $8,460,627 | $226,085 | $13,299iApproximate average salary by contribution assumption: employee only about $332,478 at 4% or $221,652 at 6%; with 50% employer match about $221,652 at 4% or $147,768 at 6%; with 100% employer match about $166,239 at 4% or $110,826 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 20 | - | - | - |
| 2006 | 1 | 17 | $10,621,771 | $267,374 | $15,728iApproximate average salary by contribution assumption: employee only about $393,197 at 4% or $262,131 at 6%; with 50% employer match about $262,131 at 4% or $174,754 at 6%; with 100% employer match about $196,599 at 4% or $131,066 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $10,621,771 | $267,374 | $15,728iApproximate average salary by contribution assumption: employee only about $393,197 at 4% or $262,131 at 6%; with 50% employer match about $262,131 at 4% or $174,754 at 6%; with 100% employer match about $196,599 at 4% or $131,066 at 6%. |
| 2005 | 1 | 15 | $9,696,758 | $250,120 | $16,675iApproximate average salary by contribution assumption: employee only about $416,867 at 4% or $277,911 at 6%; with 50% employer match about $277,911 at 4% or $185,274 at 6%; with 100% employer match about $208,433 at 4% or $138,956 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 15 | $9,696,758 | $250,120 | $16,675iApproximate average salary by contribution assumption: employee only about $416,867 at 4% or $277,911 at 6%; with 50% employer match about $277,911 at 4% or $185,274 at 6%; with 100% employer match about $208,433 at 4% or $138,956 at 6%. |
| 2004 | 1 | 17 | $9,899,455 | $243,571 | $14,328iApproximate average salary by contribution assumption: employee only about $358,193 at 4% or $238,795 at 6%; with 50% employer match about $238,795 at 4% or $159,197 at 6%; with 100% employer match about $179,096 at 4% or $119,398 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $9,899,455 | $243,571 | $14,328iApproximate average salary by contribution assumption: employee only about $358,193 at 4% or $238,795 at 6%; with 50% employer match about $238,795 at 4% or $159,197 at 6%; with 100% employer match about $179,096 at 4% or $119,398 at 6%. |
| 2003 | 1 | 18 | $8,970,000 | $260,776 | $14,488iApproximate average salary by contribution assumption: employee only about $362,189 at 4% or $241,459 at 6%; with 50% employer match about $241,459 at 4% or $160,973 at 6%; with 100% employer match about $181,094 at 4% or $120,730 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 18 | $8,970,000 | $260,776 | $14,488iApproximate average salary by contribution assumption: employee only about $362,189 at 4% or $241,459 at 6%; with 50% employer match about $241,459 at 4% or $160,973 at 6%; with 100% employer match about $181,094 at 4% or $120,730 at 6%. |
| 2002 | 2 | 20 | $7,425,440 | $277,455 | $13,873iApproximate average salary by contribution assumption: employee only about $346,819 at 4% or $231,213 at 6%; with 50% employer match about $231,213 at 4% or $154,142 at 6%; with 100% employer match about $173,409 at 4% or $115,606 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 20 | $7,425,440 | $277,455 | $13,873iApproximate average salary by contribution assumption: employee only about $346,819 at 4% or $231,213 at 6%; with 50% employer match about $231,213 at 4% or $154,142 at 6%; with 100% employer match about $173,409 at 4% or $115,606 at 6%. |
| Bernstein, Stair & Mcadams Self Employed Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 20 | $8,375,186 | $275,470 | $13,774iApproximate average salary by contribution assumption: employee only about $344,338 at 4% or $229,558 at 6%; with 50% employer match about $229,558 at 4% or $153,039 at 6%; with 100% employer match about $172,169 at 4% or $114,779 at 6%. |
| Bernstein, Stair & Mcadams Self Employed Pension Plan | - | 20 | $6,743,365 | $60,366 | $3,018iApproximate average salary by contribution assumption: employee only about $75,458 at 4% or $50,305 at 6%; with 50% employer match about $50,305 at 4% or $33,537 at 6%; with 100% employer match about $37,729 at 4% or $25,153 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 20 | $1,631,821 | $215,104 | $10,755iApproximate average salary by contribution assumption: employee only about $268,880 at 4% or $179,253 at 6%; with 50% employer match about $179,253 at 4% or $119,502 at 6%; with 100% employer match about $134,440 at 4% or $89,627 at 6%. |
| 2000 | 2 | 20 | $8,207,554 | $237,360 | $11,868iApproximate average salary by contribution assumption: employee only about $296,700 at 4% or $197,800 at 6%; with 50% employer match about $197,800 at 4% or $131,867 at 6%; with 100% employer match about $148,350 at 4% or $98,900 at 6%. |
| Bernstein, Stair & Mcadams Self Employed Pension Plan | - | 20 | $6,756,000 | $63,768 | $3,188iApproximate average salary by contribution assumption: employee only about $79,710 at 4% or $53,140 at 6%; with 50% employer match about $53,140 at 4% or $35,427 at 6%; with 100% employer match about $39,855 at 4% or $26,570 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 20 | $1,451,554 | $173,592 | $8,680iApproximate average salary by contribution assumption: employee only about $216,990 at 4% or $144,660 at 6%; with 50% employer match about $144,660 at 4% or $96,440 at 6%; with 100% employer match about $108,495 at 4% or $72,330 at 6%. |
| 1999 | 2 | 17 | $7,841,454 | $216,780 | $12,752iApproximate average salary by contribution assumption: employee only about $318,794 at 4% or $212,529 at 6%; with 50% employer match about $212,529 at 4% or $141,686 at 6%; with 100% employer match about $159,397 at 4% or $106,265 at 6%. |
| Bernstein, Stair & Mcadams Self Employed Pension Plan | - | 17 | $6,568,756 | $53,358 | $3,139iApproximate average salary by contribution assumption: employee only about $78,468 at 4% or $52,312 at 6%; with 50% employer match about $52,312 at 4% or $34,875 at 6%; with 100% employer match about $39,234 at 4% or $26,156 at 6%. |
| Bernstein, Stair & Mcadams Profit Sharing Plan | - | 17 | $1,272,698 | $163,422 | $9,613iApproximate average salary by contribution assumption: employee only about $240,326 at 4% or $160,218 at 6%; with 50% employer match about $160,218 at 4% or $106,812 at 6%; with 100% employer match about $120,163 at 4% or $80,109 at 6%. |