Civic Intelligence

Bernstein Realty Inc.

Plan context: Bernstein Realty 401(K) Profit Sharing Retirement Plan

EIN 76-0420840 • Houston, TX • 20 filings • 2 plans

9575 Katy FreewaySuite 205Houston, TX 77024
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,976,701

2025 Contributions

$120,301

Historical Graphs

Total Assets Over Time

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

$2,976,701$1,488,351$0200620162025YearValue
$2,976,701Latest year 2025

Participants Over Time

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

1680200620162025YearValue
12Latest year 2025

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
2025112$2,976,701$120,301$10,025iApproximate average salary by contribution assumption: employee only about $250,627 at 4% or $167,085 at 6%; with 50% employer match about $167,085 at 4% or $111,390 at 6%; with 100% employer match about $125,314 at 4% or $83,542 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-12$2,976,701$120,301$10,025iApproximate average salary by contribution assumption: employee only about $250,627 at 4% or $167,085 at 6%; with 50% employer match about $167,085 at 4% or $111,390 at 6%; with 100% employer match about $125,314 at 4% or $83,542 at 6%.
2024115$2,217,733$112,831$7,522iApproximate average salary by contribution assumption: employee only about $188,052 at 4% or $125,368 at 6%; with 50% employer match about $125,368 at 4% or $83,579 at 6%; with 100% employer match about $94,026 at 4% or $62,684 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-15$2,217,733$112,831$7,522iApproximate average salary by contribution assumption: employee only about $188,052 at 4% or $125,368 at 6%; with 50% employer match about $125,368 at 4% or $83,579 at 6%; with 100% employer match about $94,026 at 4% or $62,684 at 6%.
2023116$2,046,405$64,678$4,042iApproximate average salary by contribution assumption: employee only about $101,059 at 4% or $67,373 at 6%; with 50% employer match about $67,373 at 4% or $44,915 at 6%; with 100% employer match about $50,530 at 4% or $33,686 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-16$2,046,405$64,678$4,042iApproximate average salary by contribution assumption: employee only about $101,059 at 4% or $67,373 at 6%; with 50% employer match about $67,373 at 4% or $44,915 at 6%; with 100% employer match about $50,530 at 4% or $33,686 at 6%.
2022114$1,759,088$132,357$9,454iApproximate average salary by contribution assumption: employee only about $236,352 at 4% or $157,568 at 6%; with 50% employer match about $157,568 at 4% or $105,045 at 6%; with 100% employer match about $118,176 at 4% or $78,784 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-14$1,759,088$132,357$9,454iApproximate average salary by contribution assumption: employee only about $236,352 at 4% or $157,568 at 6%; with 50% employer match about $157,568 at 4% or $105,045 at 6%; with 100% employer match about $118,176 at 4% or $78,784 at 6%.
2021112$2,166,008$104,131$8,678iApproximate average salary by contribution assumption: employee only about $216,940 at 4% or $144,626 at 6%; with 50% employer match about $144,626 at 4% or $96,418 at 6%; with 100% employer match about $108,470 at 4% or $72,313 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-12$2,166,008$104,131$8,678iApproximate average salary by contribution assumption: employee only about $216,940 at 4% or $144,626 at 6%; with 50% employer match about $144,626 at 4% or $96,418 at 6%; with 100% employer match about $108,470 at 4% or $72,313 at 6%.
202017$2,018,627$92,308$13,187iApproximate average salary by contribution assumption: employee only about $329,671 at 4% or $219,781 at 6%; with 50% employer match about $219,781 at 4% or $146,521 at 6%; with 100% employer match about $164,836 at 4% or $109,890 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-7$2,018,627$92,308$13,187iApproximate average salary by contribution assumption: employee only about $329,671 at 4% or $219,781 at 6%; with 50% employer match about $219,781 at 4% or $146,521 at 6%; with 100% employer match about $164,836 at 4% or $109,890 at 6%.
2019110$1,684,885$100,320$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-10$1,684,885$100,320$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
2018110$1,296,543$102,014$10,201iApproximate average salary by contribution assumption: employee only about $255,035 at 4% or $170,023 at 6%; with 50% employer match about $170,023 at 4% or $113,349 at 6%; with 100% employer match about $127,518 at 4% or $85,012 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-10$1,296,543$102,014$10,201iApproximate average salary by contribution assumption: employee only about $255,035 at 4% or $170,023 at 6%; with 50% employer match about $170,023 at 4% or $113,349 at 6%; with 100% employer match about $127,518 at 4% or $85,012 at 6%.
2017111$1,417,113$101,435$9,221iApproximate average salary by contribution assumption: employee only about $230,534 at 4% or $153,689 at 6%; with 50% employer match about $153,689 at 4% or $102,460 at 6%; with 100% employer match about $115,267 at 4% or $76,845 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-11$1,417,113$101,435$9,221iApproximate average salary by contribution assumption: employee only about $230,534 at 4% or $153,689 at 6%; with 50% employer match about $153,689 at 4% or $102,460 at 6%; with 100% employer match about $115,267 at 4% or $76,845 at 6%.
2016110$1,029,570$97,252$9,725iApproximate average salary by contribution assumption: employee only about $243,130 at 4% or $162,087 at 6%; with 50% employer match about $162,087 at 4% or $108,058 at 6%; with 100% employer match about $121,565 at 4% or $81,043 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-10$1,029,570$97,252$9,725iApproximate average salary by contribution assumption: employee only about $243,130 at 4% or $162,087 at 6%; with 50% employer match about $162,087 at 4% or $108,058 at 6%; with 100% employer match about $121,565 at 4% or $81,043 at 6%.
2015110$906,866$94,474$9,447iApproximate average salary by contribution assumption: employee only about $236,185 at 4% or $157,457 at 6%; with 50% employer match about $157,457 at 4% or $104,971 at 6%; with 100% employer match about $118,093 at 4% or $78,728 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-10$906,866$94,474$9,447iApproximate average salary by contribution assumption: employee only about $236,185 at 4% or $157,457 at 6%; with 50% employer match about $157,457 at 4% or $104,971 at 6%; with 100% employer match about $118,093 at 4% or $78,728 at 6%.
2014110$844,727$84,632$8,463iApproximate average salary by contribution assumption: employee only about $211,580 at 4% or $141,053 at 6%; with 50% employer match about $141,053 at 4% or $94,036 at 6%; with 100% employer match about $105,790 at 4% or $70,527 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-10$844,727$84,632$8,463iApproximate average salary by contribution assumption: employee only about $211,580 at 4% or $141,053 at 6%; with 50% employer match about $141,053 at 4% or $94,036 at 6%; with 100% employer match about $105,790 at 4% or $70,527 at 6%.
201318$750,190$69,767$8,721iApproximate average salary by contribution assumption: employee only about $218,022 at 4% or $145,348 at 6%; with 50% employer match about $145,348 at 4% or $96,899 at 6%; with 100% employer match about $109,011 at 4% or $72,674 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-8$750,190$69,767$8,721iApproximate average salary by contribution assumption: employee only about $218,022 at 4% or $145,348 at 6%; with 50% employer match about $145,348 at 4% or $96,899 at 6%; with 100% employer match about $109,011 at 4% or $72,674 at 6%.
201217$552,518$77,019$11,003iApproximate average salary by contribution assumption: employee only about $275,068 at 4% or $183,379 at 6%; with 50% employer match about $183,379 at 4% or $122,252 at 6%; with 100% employer match about $137,534 at 4% or $91,689 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-7$552,518$77,019$11,003iApproximate average salary by contribution assumption: employee only about $275,068 at 4% or $183,379 at 6%; with 50% employer match about $183,379 at 4% or $122,252 at 6%; with 100% employer match about $137,534 at 4% or $91,689 at 6%.
201118$414,994$73,601$9,200iApproximate average salary by contribution assumption: employee only about $230,003 at 4% or $153,335 at 6%; with 50% employer match about $153,335 at 4% or $102,224 at 6%; with 100% employer match about $115,002 at 4% or $76,668 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-8$414,994$73,601$9,200iApproximate average salary by contribution assumption: employee only about $230,003 at 4% or $153,335 at 6%; with 50% employer match about $153,335 at 4% or $102,224 at 6%; with 100% employer match about $115,002 at 4% or $76,668 at 6%.
201017$366,534$76,184$10,883iApproximate average salary by contribution assumption: employee only about $272,086 at 4% or $181,390 at 6%; with 50% employer match about $181,390 at 4% or $120,927 at 6%; with 100% employer match about $136,043 at 4% or $90,695 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-7$366,534$76,184$10,883iApproximate average salary by contribution assumption: employee only about $272,086 at 4% or $181,390 at 6%; with 50% employer match about $181,390 at 4% or $120,927 at 6%; with 100% employer match about $136,043 at 4% or $90,695 at 6%.
200917$246,547$71,974$10,282iApproximate average salary by contribution assumption: employee only about $257,050 at 4% or $171,367 at 6%; with 50% employer match about $171,367 at 4% or $114,244 at 6%; with 100% employer match about $128,525 at 4% or $85,683 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-7$246,547$71,974$10,282iApproximate average salary by contribution assumption: employee only about $257,050 at 4% or $171,367 at 6%; with 50% employer match about $171,367 at 4% or $114,244 at 6%; with 100% employer match about $128,525 at 4% or $85,683 at 6%.
200816$116,159$63,735$10,623iApproximate average salary by contribution assumption: employee only about $265,563 at 4% or $177,042 at 6%; with 50% employer match about $177,042 at 4% or $118,028 at 6%; with 100% employer match about $132,781 at 4% or $88,521 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-6$116,159$63,735$10,623iApproximate average salary by contribution assumption: employee only about $265,563 at 4% or $177,042 at 6%; with 50% employer match about $177,042 at 4% or $118,028 at 6%; with 100% employer match about $132,781 at 4% or $88,521 at 6%.
200716$114,673$48,135$8,023iApproximate average salary by contribution assumption: employee only about $200,563 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,139 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-6$114,673$48,135$8,023iApproximate average salary by contribution assumption: employee only about $200,563 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,139 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%.
200617$56,327$55,625$7,946iApproximate average salary by contribution assumption: employee only about $198,661 at 4% or $132,440 at 6%; with 50% employer match about $132,440 at 4% or $88,294 at 6%; with 100% employer match about $99,330 at 4% or $66,220 at 6%.
Bernstein Realty 401(K) Profit Sharing Retirement Plan-7$56,327$55,625$7,946iApproximate average salary by contribution assumption: employee only about $198,661 at 4% or $132,440 at 6%; with 50% employer match about $132,440 at 4% or $88,294 at 6%; with 100% employer match about $99,330 at 4% or $66,220 at 6%.