Civic Intelligence

Bortstein Legal LLC

Plan context: Bortstein Legal LLC 401(K) Retirement Plan

EIN 80-0291030 • Scarsdale, NY • 33 filings • 3 plans

39 Walbrooke RdScarsdale, NY 10583
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$8,767,102

2025 Contributions

$507,095

Historical Graphs

Total Assets Over Time

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

$9,217,729$4,608,865$0201220192025YearValue
$8,767,102Latest year 2025

Participants Over Time

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

20100201220192025YearValue
20Latest 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
2025220$8,767,102$507,095$25,355iApproximate average salary by contribution assumption: employee only about $633,869 at 4% or $422,579 at 6%; with 50% employer match about $422,579 at 4% or $281,719 at 6%; with 100% employer match about $316,934 at 4% or $211,290 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-20$5,047,851$254,913$12,746iApproximate average salary by contribution assumption: employee only about $318,641 at 4% or $212,428 at 6%; with 50% employer match about $212,428 at 4% or $141,618 at 6%; with 100% employer match about $159,321 at 4% or $106,214 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-13$3,719,251$252,182$19,399iApproximate average salary by contribution assumption: employee only about $484,965 at 4% or $323,310 at 6%; with 50% employer match about $323,310 at 4% or $215,540 at 6%; with 100% employer match about $242,483 at 4% or $161,655 at 6%.
2024320$9,217,729$712,956$35,648iApproximate average salary by contribution assumption: employee only about $891,195 at 4% or $594,130 at 6%; with 50% employer match about $594,130 at 4% or $396,087 at 6%; with 100% employer match about $445,598 at 4% or $297,065 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-20$4,101,114$180,500$9,025iApproximate average salary by contribution assumption: employee only about $225,625 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,813 at 4% or $75,208 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-14$3,013,866$270,496$19,321iApproximate average salary by contribution assumption: employee only about $483,029 at 4% or $322,019 at 6%; with 50% employer match about $322,019 at 4% or $214,679 at 6%; with 100% employer match about $241,514 at 4% or $161,010 at 6%.
Bortstein Legal LLC Cash Balance Plan-19$2,102,749$261,960$13,787iApproximate average salary by contribution assumption: employee only about $344,684 at 4% or $229,789 at 6%; with 50% employer match about $229,789 at 4% or $153,193 at 6%; with 100% employer match about $172,342 at 4% or $114,895 at 6%.
2023320$7,539,690$735,276$36,764iApproximate average salary by contribution assumption: employee only about $919,095 at 4% or $612,730 at 6%; with 50% employer match about $612,730 at 4% or $408,487 at 6%; with 100% employer match about $459,548 at 4% or $306,365 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-20$3,442,239$190,378$9,519iApproximate average salary by contribution assumption: employee only about $237,973 at 4% or $158,648 at 6%; with 50% employer match about $158,648 at 4% or $105,766 at 6%; with 100% employer match about $118,986 at 4% or $79,324 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-14$2,393,711$290,822$20,773iApproximate average salary by contribution assumption: employee only about $519,325 at 4% or $346,217 at 6%; with 50% employer match about $346,217 at 4% or $230,811 at 6%; with 100% employer match about $259,663 at 4% or $173,108 at 6%.
Bortstein Legal LLC Cash Balance Plan-18$1,703,740$254,076$14,115iApproximate average salary by contribution assumption: employee only about $352,883 at 4% or $235,256 at 6%; with 50% employer match about $235,256 at 4% or $156,837 at 6%; with 100% employer match about $176,442 at 4% or $117,628 at 6%.
2022320$5,829,984$655,657$32,783iApproximate average salary by contribution assumption: employee only about $819,571 at 4% or $546,381 at 6%; with 50% employer match about $546,381 at 4% or $364,254 at 6%; with 100% employer match about $409,786 at 4% or $273,190 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-20$2,742,011$180,053$9,003iApproximate average salary by contribution assumption: employee only about $225,066 at 4% or $150,044 at 6%; with 50% employer match about $150,044 at 4% or $100,029 at 6%; with 100% employer match about $112,533 at 4% or $75,022 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-11$1,764,841$227,297$20,663iApproximate average salary by contribution assumption: employee only about $516,584 at 4% or $344,389 at 6%; with 50% employer match about $344,389 at 4% or $229,593 at 6%; with 100% employer match about $258,292 at 4% or $172,195 at 6%.
Bortstein Legal LLC Cash Balance Plan-14$1,323,132$248,307$17,736iApproximate average salary by contribution assumption: employee only about $443,405 at 4% or $295,604 at 6%; with 50% employer match about $295,604 at 4% or $197,069 at 6%; with 100% employer match about $221,703 at 4% or $147,802 at 6%.
2021318$6,155,459$587,835$32,658iApproximate average salary by contribution assumption: employee only about $816,438 at 4% or $544,292 at 6%; with 50% employer match about $544,292 at 4% or $362,861 at 6%; with 100% employer match about $408,219 at 4% or $272,146 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-18$3,104,990$145,816$8,101iApproximate average salary by contribution assumption: employee only about $202,522 at 4% or $135,015 at 6%; with 50% employer match about $135,015 at 4% or $90,010 at 6%; with 100% employer match about $101,261 at 4% or $67,507 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-10$1,865,163$194,901$19,490iApproximate average salary by contribution assumption: employee only about $487,252 at 4% or $324,835 at 6%; with 50% employer match about $324,835 at 4% or $216,557 at 6%; with 100% employer match about $243,626 at 4% or $162,418 at 6%.
Bortstein Legal LLC Cash Balance Plan-15$1,185,306$247,118$16,475iApproximate average salary by contribution assumption: employee only about $411,863 at 4% or $274,576 at 6%; with 50% employer match about $274,576 at 4% or $183,050 at 6%; with 100% employer match about $205,932 at 4% or $137,288 at 6%.
2020316$4,804,406$572,135$35,758iApproximate average salary by contribution assumption: employee only about $893,961 at 4% or $595,974 at 6%; with 50% employer match about $595,974 at 4% or $397,316 at 6%; with 100% employer match about $446,980 at 4% or $297,987 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-16$2,523,238$139,251$8,703iApproximate average salary by contribution assumption: employee only about $217,580 at 4% or $145,053 at 6%; with 50% employer match about $145,053 at 4% or $96,702 at 6%; with 100% employer match about $108,790 at 4% or $72,527 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-9$1,454,504$186,880$20,764iApproximate average salary by contribution assumption: employee only about $519,111 at 4% or $346,074 at 6%; with 50% employer match about $346,074 at 4% or $230,716 at 6%; with 100% employer match about $259,556 at 4% or $173,037 at 6%.
Bortstein Legal LLC Cash Balance Plan-9$826,664$246,004$27,334iApproximate average salary by contribution assumption: employee only about $683,344 at 4% or $455,563 at 6%; with 50% employer match about $455,563 at 4% or $303,709 at 6%; with 100% employer match about $341,672 at 4% or $227,781 at 6%.
2019317$3,723,000$517,772$30,457iApproximate average salary by contribution assumption: employee only about $761,429 at 4% or $507,620 at 6%; with 50% employer match about $507,620 at 4% or $338,413 at 6%; with 100% employer match about $380,715 at 4% or $253,810 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-17$2,097,636$124,193$7,305iApproximate average salary by contribution assumption: employee only about $182,637 at 4% or $121,758 at 6%; with 50% employer match about $121,758 at 4% or $81,172 at 6%; with 100% employer match about $91,318 at 4% or $60,879 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-9$1,123,059$293,579$32,620iApproximate average salary by contribution assumption: employee only about $815,497 at 4% or $543,665 at 6%; with 50% employer match about $543,665 at 4% or $362,443 at 6%; with 100% employer match about $407,749 at 4% or $271,832 at 6%.
Bortstein Legal LLC Cash Balance Plan-9$502,305$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2018315$2,577,578$365,462$24,364iApproximate average salary by contribution assumption: employee only about $609,103 at 4% or $406,069 at 6%; with 50% employer match about $406,069 at 4% or $270,713 at 6%; with 100% employer match about $304,552 at 4% or $203,034 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-15$1,595,733$113,144$7,543iApproximate average salary by contribution assumption: employee only about $188,573 at 4% or $125,716 at 6%; with 50% employer match about $125,716 at 4% or $83,810 at 6%; with 100% employer match about $94,287 at 4% or $62,858 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-9$656,233$152,318$16,924iApproximate average salary by contribution assumption: employee only about $423,106 at 4% or $282,070 at 6%; with 50% employer match about $282,070 at 4% or $188,047 at 6%; with 100% employer match about $211,553 at 4% or $141,035 at 6%.
Bortstein Legal LLC Cash Balance Plan-6$325,612$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2017314$2,427,453$371,793$26,557iApproximate average salary by contribution assumption: employee only about $663,916 at 4% or $442,611 at 6%; with 50% employer match about $442,611 at 4% or $295,074 at 6%; with 100% employer match about $331,958 at 4% or $221,305 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-14$1,614,656$141,184$10,085iApproximate average salary by contribution assumption: employee only about $252,114 at 4% or $168,076 at 6%; with 50% employer match about $168,076 at 4% or $112,051 at 6%; with 100% employer match about $126,057 at 4% or $84,038 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-9$580,079$121,350$13,483iApproximate average salary by contribution assumption: employee only about $337,083 at 4% or $224,722 at 6%; with 50% employer match about $224,722 at 4% or $149,815 at 6%; with 100% employer match about $168,542 at 4% or $112,361 at 6%.
Bortstein Legal LLC Cash Balance Plan-5$232,718$109,259$21,852iApproximate average salary by contribution assumption: employee only about $546,295 at 4% or $364,197 at 6%; with 50% employer match about $364,197 at 4% or $242,798 at 6%; with 100% employer match about $273,148 at 4% or $182,098 at 6%.
2016311$1,725,717$310,929$28,266iApproximate average salary by contribution assumption: employee only about $706,657 at 4% or $471,105 at 6%; with 50% employer match about $471,105 at 4% or $314,070 at 6%; with 100% employer match about $353,328 at 4% or $235,552 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-11$1,250,949$124,154$11,287iApproximate average salary by contribution assumption: employee only about $282,168 at 4% or $188,112 at 6%; with 50% employer match about $188,112 at 4% or $125,408 at 6%; with 100% employer match about $141,084 at 4% or $94,056 at 6%.
BORTSTEIN LEGAL LLC HCE 401(K) PLAN-7$374,181$86,775$12,396iApproximate average salary by contribution assumption: employee only about $309,911 at 4% or $206,607 at 6%; with 50% employer match about $206,607 at 4% or $137,738 at 6%; with 100% employer match about $154,955 at 4% or $103,304 at 6%.
Bortstein Legal LLC Cash Balance Plan-5$100,587$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2015116$1,302,947$108,914$6,807iApproximate average salary by contribution assumption: employee only about $170,178 at 4% or $113,452 at 6%; with 50% employer match about $113,452 at 4% or $75,635 at 6%; with 100% employer match about $85,089 at 4% or $56,726 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-16$1,302,947$108,914$6,807iApproximate average salary by contribution assumption: employee only about $170,178 at 4% or $113,452 at 6%; with 50% employer match about $113,452 at 4% or $75,635 at 6%; with 100% employer match about $85,089 at 4% or $56,726 at 6%.
2014114$1,194,912$64,761$4,626iApproximate average salary by contribution assumption: employee only about $115,645 at 4% or $77,096 at 6%; with 50% employer match about $77,096 at 4% or $51,398 at 6%; with 100% employer match about $57,822 at 4% or $38,548 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-14$1,194,912$64,761$4,626iApproximate average salary by contribution assumption: employee only about $115,645 at 4% or $77,096 at 6%; with 50% employer match about $77,096 at 4% or $51,398 at 6%; with 100% employer match about $57,822 at 4% or $38,548 at 6%.
2013112$1,106,720$173,973$14,498iApproximate average salary by contribution assumption: employee only about $362,444 at 4% or $241,629 at 6%; with 50% employer match about $241,629 at 4% or $161,086 at 6%; with 100% employer match about $181,222 at 4% or $120,815 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-12$1,106,720$173,973$14,498iApproximate average salary by contribution assumption: employee only about $362,444 at 4% or $241,629 at 6%; with 50% employer match about $241,629 at 4% or $161,086 at 6%; with 100% employer match about $181,222 at 4% or $120,815 at 6%.
2012112$825,122$150,322$12,527iApproximate average salary by contribution assumption: employee only about $313,171 at 4% or $208,781 at 6%; with 50% employer match about $208,781 at 4% or $139,187 at 6%; with 100% employer match about $156,585 at 4% or $104,390 at 6%.
Bortstein Legal LLC 401(K) Retirement Plan-12$825,122$150,322$12,527iApproximate average salary by contribution assumption: employee only about $313,171 at 4% or $208,781 at 6%; with 50% employer match about $208,781 at 4% or $139,187 at 6%; with 100% employer match about $156,585 at 4% or $104,390 at 6%.