Howard O. Bernstein PC.
Plan context: Howard O. Bernstein PC. 401(K) Plan
EIN 84-1288492 • Boulder, CO • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$220,274
2024 Contributions
$2,395
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 | 0 | $0 | $2,395 | - |
| Howard O. Bernstein PC. 401(K) Plan | - | 0 | $0 | $2,395 | - |
| 2023 | 1 | 8 | $220,274 | $70,605 | $8,826iApproximate average salary by contribution assumption: employee only about $220,641 at 4% or $147,094 at 6%; with 50% employer match about $147,094 at 4% or $98,063 at 6%; with 100% employer match about $110,320 at 4% or $73,547 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 8 | $220,274 | $70,605 | $8,826iApproximate average salary by contribution assumption: employee only about $220,641 at 4% or $147,094 at 6%; with 50% employer match about $147,094 at 4% or $98,063 at 6%; with 100% employer match about $110,320 at 4% or $73,547 at 6%. |
| 2022 | 1 | 8 | $120,434 | $42,088 | $5,261iApproximate average salary by contribution assumption: employee only about $131,525 at 4% or $87,683 at 6%; with 50% employer match about $87,683 at 4% or $58,456 at 6%; with 100% employer match about $65,763 at 4% or $43,842 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 8 | $120,434 | $42,088 | $5,261iApproximate average salary by contribution assumption: employee only about $131,525 at 4% or $87,683 at 6%; with 50% employer match about $87,683 at 4% or $58,456 at 6%; with 100% employer match about $65,763 at 4% or $43,842 at 6%. |
| 2021 | 1 | 8 | $107,352 | $70,409 | $8,801iApproximate average salary by contribution assumption: employee only about $220,028 at 4% or $146,685 at 6%; with 50% employer match about $146,685 at 4% or $97,790 at 6%; with 100% employer match about $110,014 at 4% or $73,343 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 8 | $107,352 | $70,409 | $8,801iApproximate average salary by contribution assumption: employee only about $220,028 at 4% or $146,685 at 6%; with 50% employer match about $146,685 at 4% or $97,790 at 6%; with 100% employer match about $110,014 at 4% or $73,343 at 6%. |
| 2020 | 1 | 4 | $39,220 | $34,851 | $8,713iApproximate average salary by contribution assumption: employee only about $217,819 at 4% or $145,213 at 6%; with 50% employer match about $145,213 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 4 | $39,220 | $34,851 | $8,713iApproximate average salary by contribution assumption: employee only about $217,819 at 4% or $145,213 at 6%; with 50% employer match about $145,213 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%. |
| 2018 | 1 | 1 | $15,763 | $0 | - |
| Howard O. Bernstein PC. 401(K) Plan | - | 1 | $15,763 | - | - |
| 2017 | 1 | 1 | $16,513 | $0 | - |
| Howard O. Bernstein PC. 401(K) Plan | - | 1 | $16,513 | - | - |
| 2016 | 1 | 1 | $14,923 | $620 | $620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 1 | $14,923 | $620 | $620iApproximate average salary by contribution assumption: employee only about $15,500 at 4% or $10,333 at 6%; with 50% employer match about $10,333 at 4% or $6,889 at 6%; with 100% employer match about $7,750 at 4% or $5,167 at 6%. |
| 2015 | 1 | 1 | $22,350 | $14,725 | $14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 1 | $22,350 | $14,725 | $14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%. |
| 2014 | 1 | 2 | $144,207 | $130,199 | $65,100iApproximate average salary by contribution assumption: employee only about $1,627,488 at 4% or $1,084,992 at 6%; with 50% employer match about $1,084,992 at 4% or $723,328 at 6%; with 100% employer match about $813,744 at 4% or $542,496 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 2 | $144,207 | $130,199 | $65,100iApproximate average salary by contribution assumption: employee only about $1,627,488 at 4% or $1,084,992 at 6%; with 50% employer match about $1,084,992 at 4% or $723,328 at 6%; with 100% employer match about $813,744 at 4% or $542,496 at 6%. |
| 2013 | 1 | 2 | $4,265 | $4,172 | $2,086iApproximate average salary by contribution assumption: employee only about $52,150 at 4% or $34,767 at 6%; with 50% employer match about $34,767 at 4% or $23,178 at 6%; with 100% employer match about $26,075 at 4% or $17,383 at 6%. |
| Howard O. Bernstein PC. 401(K) Plan | - | 2 | $4,265 | $4,172 | $2,086iApproximate average salary by contribution assumption: employee only about $52,150 at 4% or $34,767 at 6%; with 50% employer match about $34,767 at 4% or $23,178 at 6%; with 100% employer match about $26,075 at 4% or $17,383 at 6%. |