Civic Intelligence

Jeremy M. Bernstein

Plan context: Jeremy M. Bernstein Profit Sharing Plan

EIN 84-1077174 • Aspen, CO • 23 filings • 1 plans

215 South Monarch Street 202Aspen, CO 81611
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$2,524,485

2021 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$2,524,485$1,262,243$0199920102020YearValue
$2,524,485Latest year 2020

Participants Over Time

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

420199920102020YearValue
3Latest year 2020

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
202110$0$0-
Jeremy M. Bernstein Profit Sharing Plan-0---
202013$2,524,485$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$2,524,485$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201914$2,355,573$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$2,355,573$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201813$2,049,382$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$2,049,382$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201714$1,924,355$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$1,924,355$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201613$1,646,875$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$1,646,875$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201513$1,531,011$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$1,531,011$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201414$1,499,762$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$1,499,762$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201314$1,385,956$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$1,385,956$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201213$1,231,667$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$1,231,667$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201113$1,188,865$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$1,188,865$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201014$1,055,650$26,405$6,601iApproximate average salary by contribution assumption: employee only about $165,031 at 4% or $110,021 at 6%; with 50% employer match about $110,021 at 4% or $73,347 at 6%; with 100% employer match about $82,516 at 4% or $55,010 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$1,055,650$26,405$6,601iApproximate average salary by contribution assumption: employee only about $165,031 at 4% or $110,021 at 6%; with 50% employer match about $110,021 at 4% or $73,347 at 6%; with 100% employer match about $82,516 at 4% or $55,010 at 6%.
200914$947,176$27,498$6,875iApproximate average salary by contribution assumption: employee only about $171,863 at 4% or $114,575 at 6%; with 50% employer match about $114,575 at 4% or $76,383 at 6%; with 100% employer match about $85,931 at 4% or $57,288 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-4$947,176$27,498$6,875iApproximate average salary by contribution assumption: employee only about $171,863 at 4% or $114,575 at 6%; with 50% employer match about $114,575 at 4% or $76,383 at 6%; with 100% employer match about $85,931 at 4% or $57,288 at 6%.
200813$827,251$56,948$18,983iApproximate average salary by contribution assumption: employee only about $474,567 at 4% or $316,378 at 6%; with 50% employer match about $316,378 at 4% or $210,919 at 6%; with 100% employer match about $237,283 at 4% or $158,189 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$827,251$56,948$18,983iApproximate average salary by contribution assumption: employee only about $474,567 at 4% or $316,378 at 6%; with 50% employer match about $316,378 at 4% or $210,919 at 6%; with 100% employer match about $237,283 at 4% or $158,189 at 6%.
200712$0$0-
Jeremy M. Bernstein Profit Sharing Plan-2---
200613$855,050$55,783$18,594iApproximate average salary by contribution assumption: employee only about $464,858 at 4% or $309,906 at 6%; with 50% employer match about $309,906 at 4% or $206,604 at 6%; with 100% employer match about $232,429 at 4% or $154,953 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$855,050$55,783$18,594iApproximate average salary by contribution assumption: employee only about $464,858 at 4% or $309,906 at 6%; with 50% employer match about $309,906 at 4% or $206,604 at 6%; with 100% employer match about $232,429 at 4% or $154,953 at 6%.
200513$696,231$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-3$696,231$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200412$659,249$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$659,249$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200312$646,197$48,020$24,010iApproximate average salary by contribution assumption: employee only about $600,250 at 4% or $400,167 at 6%; with 50% employer match about $400,167 at 4% or $266,778 at 6%; with 100% employer match about $300,125 at 4% or $200,083 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$646,197$48,020$24,010iApproximate average salary by contribution assumption: employee only about $600,250 at 4% or $400,167 at 6%; with 50% employer match about $400,167 at 4% or $266,778 at 6%; with 100% employer match about $300,125 at 4% or $200,083 at 6%.
200212$556,957$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$556,957$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
200112$505,417$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$505,417$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200012$507,092$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$507,092$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
199912$525,103$30,171$15,086iApproximate average salary by contribution assumption: employee only about $377,138 at 4% or $251,425 at 6%; with 50% employer match about $251,425 at 4% or $167,617 at 6%; with 100% employer match about $188,569 at 4% or $125,713 at 6%.
Jeremy M. Bernstein Profit Sharing Plan-2$525,103$30,171$15,086iApproximate average salary by contribution assumption: employee only about $377,138 at 4% or $251,425 at 6%; with 50% employer match about $251,425 at 4% or $167,617 at 6%; with 100% employer match about $188,569 at 4% or $125,713 at 6%.