Heier Weisbrot & Bernstein LLC
Plan context: Heier & Bernstein LLC 401K Plan
EIN 80-0968889 • Gibbsboro, NJ • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,082,301
2025 Contributions
$93,061
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,082,301 | $93,061 | $15,510iApproximate average salary by contribution assumption: employee only about $387,754 at 4% or $258,503 at 6%; with 50% employer match about $258,503 at 4% or $172,335 at 6%; with 100% employer match about $193,877 at 4% or $129,251 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 6 | $1,082,301 | $93,061 | $15,510iApproximate average salary by contribution assumption: employee only about $387,754 at 4% or $258,503 at 6%; with 50% employer match about $258,503 at 4% or $172,335 at 6%; with 100% employer match about $193,877 at 4% or $129,251 at 6%. |
| 2024 | 1 | 6 | $907,455 | $107,542 | $17,924iApproximate average salary by contribution assumption: employee only about $448,092 at 4% or $298,728 at 6%; with 50% employer match about $298,728 at 4% or $199,152 at 6%; with 100% employer match about $224,046 at 4% or $149,364 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 6 | $907,455 | $107,542 | $17,924iApproximate average salary by contribution assumption: employee only about $448,092 at 4% or $298,728 at 6%; with 50% employer match about $298,728 at 4% or $199,152 at 6%; with 100% employer match about $224,046 at 4% or $149,364 at 6%. |
| 2023 | 1 | 7 | $713,231 | $129,479 | $18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 7 | $713,231 | $129,479 | $18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%. |
| 2022 | 1 | 6 | $500,196 | $107,154 | $17,859iApproximate average salary by contribution assumption: employee only about $446,475 at 4% or $297,650 at 6%; with 50% employer match about $297,650 at 4% or $198,433 at 6%; with 100% employer match about $223,238 at 4% or $148,825 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 6 | $500,196 | $107,154 | $17,859iApproximate average salary by contribution assumption: employee only about $446,475 at 4% or $297,650 at 6%; with 50% employer match about $297,650 at 4% or $198,433 at 6%; with 100% employer match about $223,238 at 4% or $148,825 at 6%. |
| 2021 | 1 | 6 | $493,281 | $97,709 | $16,285iApproximate average salary by contribution assumption: employee only about $407,121 at 4% or $271,414 at 6%; with 50% employer match about $271,414 at 4% or $180,943 at 6%; with 100% employer match about $203,560 at 4% or $135,707 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 6 | $493,281 | $97,709 | $16,285iApproximate average salary by contribution assumption: employee only about $407,121 at 4% or $271,414 at 6%; with 50% employer match about $271,414 at 4% or $180,943 at 6%; with 100% employer match about $203,560 at 4% or $135,707 at 6%. |
| 2020 | 1 | 3 | $346,991 | $63,171 | $21,057iApproximate average salary by contribution assumption: employee only about $526,425 at 4% or $350,950 at 6%; with 50% employer match about $350,950 at 4% or $233,967 at 6%; with 100% employer match about $263,213 at 4% or $175,475 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 3 | $346,991 | $63,171 | $21,057iApproximate average salary by contribution assumption: employee only about $526,425 at 4% or $350,950 at 6%; with 50% employer match about $350,950 at 4% or $233,967 at 6%; with 100% employer match about $263,213 at 4% or $175,475 at 6%. |
| 2019 | 1 | 3 | $239,525 | $57,488 | $19,163iApproximate average salary by contribution assumption: employee only about $479,067 at 4% or $319,378 at 6%; with 50% employer match about $319,378 at 4% or $212,919 at 6%; with 100% employer match about $239,533 at 4% or $159,689 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 3 | $239,525 | $57,488 | $19,163iApproximate average salary by contribution assumption: employee only about $479,067 at 4% or $319,378 at 6%; with 50% employer match about $319,378 at 4% or $212,919 at 6%; with 100% employer match about $239,533 at 4% or $159,689 at 6%. |
| 2018 | 1 | 3 | $150,659 | $57,748 | $19,249iApproximate average salary by contribution assumption: employee only about $481,233 at 4% or $320,822 at 6%; with 50% employer match about $320,822 at 4% or $213,881 at 6%; with 100% employer match about $240,617 at 4% or $160,411 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 3 | $150,659 | $57,748 | $19,249iApproximate average salary by contribution assumption: employee only about $481,233 at 4% or $320,822 at 6%; with 50% employer match about $320,822 at 4% or $213,881 at 6%; with 100% employer match about $240,617 at 4% or $160,411 at 6%. |
| 2017 | 1 | 3 | $101,397 | $55,346 | $18,449iApproximate average salary by contribution assumption: employee only about $461,217 at 4% or $307,478 at 6%; with 50% employer match about $307,478 at 4% or $204,985 at 6%; with 100% employer match about $230,608 at 4% or $153,739 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 3 | $101,397 | $55,346 | $18,449iApproximate average salary by contribution assumption: employee only about $461,217 at 4% or $307,478 at 6%; with 50% employer match about $307,478 at 4% or $204,985 at 6%; with 100% employer match about $230,608 at 4% or $153,739 at 6%. |
| 2016 | 1 | 2 | $36,916 | $12,982 | $6,491iApproximate average salary by contribution assumption: employee only about $162,275 at 4% or $108,183 at 6%; with 50% employer match about $108,183 at 4% or $72,122 at 6%; with 100% employer match about $81,138 at 4% or $54,092 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 2 | $36,916 | $12,982 | $6,491iApproximate average salary by contribution assumption: employee only about $162,275 at 4% or $108,183 at 6%; with 50% employer match about $108,183 at 4% or $72,122 at 6%; with 100% employer match about $81,138 at 4% or $54,092 at 6%. |
| 2015 | 1 | 2 | $21,858 | $21,590 | $10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%. |
| Heier & Bernstein LLC 401K Plan | - | 2 | $21,858 | $21,590 | $10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%. |