Edward M. Bernstein & Associates
Plan context: Edward M. Bernstein & Associates 401K Plan
EIN 88-0356110 • Las Vegas, NV • 34 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$6,820,532
2024 Contributions
$178,074
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 | 27 | $6,820,532 | $178,074 | $6,595iApproximate average salary by contribution assumption: employee only about $164,883 at 4% or $109,922 at 6%; with 50% employer match about $109,922 at 4% or $73,281 at 6%; with 100% employer match about $82,442 at 4% or $54,961 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 27 | $6,820,532 | $178,074 | $6,595iApproximate average salary by contribution assumption: employee only about $164,883 at 4% or $109,922 at 6%; with 50% employer match about $109,922 at 4% or $73,281 at 6%; with 100% employer match about $82,442 at 4% or $54,961 at 6%. |
| 2023 | 1 | 31 | $6,859,790 | $221,989 | $7,161iApproximate average salary by contribution assumption: employee only about $179,023 at 4% or $119,349 at 6%; with 50% employer match about $119,349 at 4% or $79,566 at 6%; with 100% employer match about $89,512 at 4% or $59,674 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 31 | $6,859,790 | $221,989 | $7,161iApproximate average salary by contribution assumption: employee only about $179,023 at 4% or $119,349 at 6%; with 50% employer match about $119,349 at 4% or $79,566 at 6%; with 100% employer match about $89,512 at 4% or $59,674 at 6%. |
| 2022 | 1 | 36 | $5,722,750 | $248,762 | $6,910iApproximate average salary by contribution assumption: employee only about $172,751 at 4% or $115,168 at 6%; with 50% employer match about $115,168 at 4% or $76,778 at 6%; with 100% employer match about $86,376 at 4% or $57,584 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 36 | $5,722,750 | $248,762 | $6,910iApproximate average salary by contribution assumption: employee only about $172,751 at 4% or $115,168 at 6%; with 50% employer match about $115,168 at 4% or $76,778 at 6%; with 100% employer match about $86,376 at 4% or $57,584 at 6%. |
| 2021 | 1 | 33 | $7,101,179 | $263,705 | $7,991iApproximate average salary by contribution assumption: employee only about $199,777 at 4% or $133,184 at 6%; with 50% employer match about $133,184 at 4% or $88,790 at 6%; with 100% employer match about $99,888 at 4% or $66,592 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 33 | $7,101,179 | $263,705 | $7,991iApproximate average salary by contribution assumption: employee only about $199,777 at 4% or $133,184 at 6%; with 50% employer match about $133,184 at 4% or $88,790 at 6%; with 100% employer match about $99,888 at 4% or $66,592 at 6%. |
| 2020 | 1 | 43 | $6,490,565 | $268,766 | $6,250iApproximate average salary by contribution assumption: employee only about $156,259 at 4% or $104,173 at 6%; with 50% employer match about $104,173 at 4% or $69,449 at 6%; with 100% employer match about $78,130 at 4% or $52,086 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 43 | $6,490,565 | $268,766 | $6,250iApproximate average salary by contribution assumption: employee only about $156,259 at 4% or $104,173 at 6%; with 50% employer match about $104,173 at 4% or $69,449 at 6%; with 100% employer match about $78,130 at 4% or $52,086 at 6%. |
| 2019 | 1 | 39 | $5,596,858 | $275,727 | $7,070iApproximate average salary by contribution assumption: employee only about $176,748 at 4% or $117,832 at 6%; with 50% employer match about $117,832 at 4% or $78,555 at 6%; with 100% employer match about $88,374 at 4% or $58,916 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 39 | $5,596,858 | $275,727 | $7,070iApproximate average salary by contribution assumption: employee only about $176,748 at 4% or $117,832 at 6%; with 50% employer match about $117,832 at 4% or $78,555 at 6%; with 100% employer match about $88,374 at 4% or $58,916 at 6%. |
| 2018 | 1 | 40 | $4,900,200 | $298,980 | $7,475iApproximate average salary by contribution assumption: employee only about $186,863 at 4% or $124,575 at 6%; with 50% employer match about $124,575 at 4% or $83,050 at 6%; with 100% employer match about $93,431 at 4% or $62,288 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 40 | $4,900,200 | $298,980 | $7,475iApproximate average salary by contribution assumption: employee only about $186,863 at 4% or $124,575 at 6%; with 50% employer match about $124,575 at 4% or $83,050 at 6%; with 100% employer match about $93,431 at 4% or $62,288 at 6%. |
| 2017 | 1 | 42 | $5,318,893 | $281,704 | $6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,787 at 6%; with 50% employer match about $111,787 at 4% or $74,525 at 6%; with 100% employer match about $83,840 at 4% or $55,894 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 42 | $5,318,893 | $281,704 | $6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,787 at 6%; with 50% employer match about $111,787 at 4% or $74,525 at 6%; with 100% employer match about $83,840 at 4% or $55,894 at 6%. |
| 2016 | 1 | 38 | $4,324,255 | $371,766 | $9,783iApproximate average salary by contribution assumption: employee only about $244,583 at 4% or $163,055 at 6%; with 50% employer match about $163,055 at 4% or $108,704 at 6%; with 100% employer match about $122,291 at 4% or $81,528 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 38 | $4,324,255 | $371,766 | $9,783iApproximate average salary by contribution assumption: employee only about $244,583 at 4% or $163,055 at 6%; with 50% employer match about $163,055 at 4% or $108,704 at 6%; with 100% employer match about $122,291 at 4% or $81,528 at 6%. |
| 2015 | 1 | 36 | $3,700,536 | $248,071 | $6,891iApproximate average salary by contribution assumption: employee only about $172,272 at 4% or $114,848 at 6%; with 50% employer match about $114,848 at 4% or $76,565 at 6%; with 100% employer match about $86,136 at 4% or $57,424 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 36 | $3,700,536 | $248,071 | $6,891iApproximate average salary by contribution assumption: employee only about $172,272 at 4% or $114,848 at 6%; with 50% employer match about $114,848 at 4% or $76,565 at 6%; with 100% employer match about $86,136 at 4% or $57,424 at 6%. |
| 2014 | 1 | 35 | $3,793,326 | $227,380 | $6,497iApproximate average salary by contribution assumption: employee only about $162,414 at 4% or $108,276 at 6%; with 50% employer match about $108,276 at 4% or $72,184 at 6%; with 100% employer match about $81,207 at 4% or $54,138 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 35 | $3,793,326 | $227,380 | $6,497iApproximate average salary by contribution assumption: employee only about $162,414 at 4% or $108,276 at 6%; with 50% employer match about $108,276 at 4% or $72,184 at 6%; with 100% employer match about $81,207 at 4% or $54,138 at 6%. |
| 2013 | 1 | 33 | $3,384,331 | $240,459 | $7,287iApproximate average salary by contribution assumption: employee only about $182,166 at 4% or $121,444 at 6%; with 50% employer match about $121,444 at 4% or $80,963 at 6%; with 100% employer match about $91,083 at 4% or $60,722 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 33 | $3,384,331 | $240,459 | $7,287iApproximate average salary by contribution assumption: employee only about $182,166 at 4% or $121,444 at 6%; with 50% employer match about $121,444 at 4% or $80,963 at 6%; with 100% employer match about $91,083 at 4% or $60,722 at 6%. |
| 2012 | 1 | 34 | $2,582,152 | $272,626 | $8,018iApproximate average salary by contribution assumption: employee only about $200,460 at 4% or $133,640 at 6%; with 50% employer match about $133,640 at 4% or $89,093 at 6%; with 100% employer match about $100,230 at 4% or $66,820 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 34 | $2,582,152 | $272,626 | $8,018iApproximate average salary by contribution assumption: employee only about $200,460 at 4% or $133,640 at 6%; with 50% employer match about $133,640 at 4% or $89,093 at 6%; with 100% employer match about $100,230 at 4% or $66,820 at 6%. |
| 2011 | 1 | 34 | $2,066,880 | $208,547 | $6,134iApproximate average salary by contribution assumption: employee only about $153,343 at 4% or $102,229 at 6%; with 50% employer match about $102,229 at 4% or $68,153 at 6%; with 100% employer match about $76,672 at 4% or $51,114 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 34 | $2,066,880 | $208,547 | $6,134iApproximate average salary by contribution assumption: employee only about $153,343 at 4% or $102,229 at 6%; with 50% employer match about $102,229 at 4% or $68,153 at 6%; with 100% employer match about $76,672 at 4% or $51,114 at 6%. |
| 2010 | 1 | 37 | $2,270,329 | $203,348 | $5,496iApproximate average salary by contribution assumption: employee only about $137,397 at 4% or $91,598 at 6%; with 50% employer match about $91,598 at 4% or $61,065 at 6%; with 100% employer match about $68,699 at 4% or $45,799 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 37 | $2,270,329 | $203,348 | $5,496iApproximate average salary by contribution assumption: employee only about $137,397 at 4% or $91,598 at 6%; with 50% employer match about $91,598 at 4% or $61,065 at 6%; with 100% employer match about $68,699 at 4% or $45,799 at 6%. |
| 2009 | 1 | 33 | $1,873,091 | $218,349 | $6,617iApproximate average salary by contribution assumption: employee only about $165,416 at 4% or $110,277 at 6%; with 50% employer match about $110,277 at 4% or $73,518 at 6%; with 100% employer match about $82,708 at 4% or $55,139 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 33 | $1,873,091 | $218,349 | $6,617iApproximate average salary by contribution assumption: employee only about $165,416 at 4% or $110,277 at 6%; with 50% employer match about $110,277 at 4% or $73,518 at 6%; with 100% employer match about $82,708 at 4% or $55,139 at 6%. |
| 2008 | 1 | 38 | $1,674,104 | $251,659 | $6,623iApproximate average salary by contribution assumption: employee only about $165,565 at 4% or $110,377 at 6%; with 50% employer match about $110,377 at 4% or $73,585 at 6%; with 100% employer match about $82,783 at 4% or $55,188 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 38 | $1,674,104 | $251,659 | $6,623iApproximate average salary by contribution assumption: employee only about $165,565 at 4% or $110,377 at 6%; with 50% employer match about $110,377 at 4% or $73,585 at 6%; with 100% employer match about $82,783 at 4% or $55,188 at 6%. |
| 2007 | 1 | 34 | $2,092,302 | $246,979 | $7,264iApproximate average salary by contribution assumption: employee only about $181,602 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 34 | $2,092,302 | $246,979 | $7,264iApproximate average salary by contribution assumption: employee only about $181,602 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%. |
| 2006 | 2 | 34 | $1,745,458 | $256,385 | $7,541iApproximate average salary by contribution assumption: employee only about $188,518 at 4% or $125,679 at 6%; with 50% employer match about $125,679 at 4% or $83,786 at 6%; with 100% employer match about $94,259 at 4% or $62,839 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 34 | $1,730,559 | $221,932 | $6,527iApproximate average salary by contribution assumption: employee only about $163,185 at 4% or $108,790 at 6%; with 50% employer match about $108,790 at 4% or $72,527 at 6%; with 100% employer match about $81,593 at 4% or $54,395 at 6%. |
| Edward M Bernstein & Associates Inc | - | 21 | $14,899 | $34,453 | $1,641iApproximate average salary by contribution assumption: employee only about $41,015 at 4% or $27,344 at 6%; with 50% employer match about $27,344 at 4% or $18,229 at 6%; with 100% employer match about $20,508 at 4% or $13,672 at 6%. |
| 2005 | 2 | 30 | $1,376,850 | $213,374 | $7,112iApproximate average salary by contribution assumption: employee only about $177,812 at 4% or $118,541 at 6%; with 50% employer match about $118,541 at 4% or $79,027 at 6%; with 100% employer match about $88,906 at 4% or $59,271 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 30 | $1,366,571 | $182,247 | $6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,248 at 6%; with 50% employer match about $101,248 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%. |
| Edward M Bernstein & Associates Inc | - | 16 | $10,279 | $31,127 | $1,945iApproximate average salary by contribution assumption: employee only about $48,636 at 4% or $32,424 at 6%; with 50% employer match about $32,424 at 4% or $21,616 at 6%; with 100% employer match about $24,318 at 4% or $16,212 at 6%. |
| 2004 | 2 | 33 | $1,297,486 | $212,126 | $6,428iApproximate average salary by contribution assumption: employee only about $160,702 at 4% or $107,134 at 6%; with 50% employer match about $107,134 at 4% or $71,423 at 6%; with 100% employer match about $80,351 at 4% or $53,567 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 33 | $1,287,014 | $175,206 | $5,309iApproximate average salary by contribution assumption: employee only about $132,732 at 4% or $88,488 at 6%; with 50% employer match about $88,488 at 4% or $58,992 at 6%; with 100% employer match about $66,366 at 4% or $44,244 at 6%. |
| Edward M Bernstein & Associates Inc | - | 19 | $10,472 | $36,920 | $1,943iApproximate average salary by contribution assumption: employee only about $48,579 at 4% or $32,386 at 6%; with 50% employer match about $32,386 at 4% or $21,591 at 6%; with 100% employer match about $24,289 at 4% or $16,193 at 6%. |
| 2003 | 2 | 37 | $1,052,534 | $186,604 | $5,043iApproximate average salary by contribution assumption: employee only about $126,084 at 4% or $84,056 at 6%; with 50% employer match about $84,056 at 4% or $56,037 at 6%; with 100% employer match about $63,042 at 4% or $42,028 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 37 | $1,041,283 | $162,313 | $4,387iApproximate average salary by contribution assumption: employee only about $109,671 at 4% or $73,114 at 6%; with 50% employer match about $73,114 at 4% or $48,743 at 6%; with 100% employer match about $54,835 at 4% or $36,557 at 6%. |
| Edward M Bernstein & Associates Inc | - | 16 | $11,251 | $24,291 | $1,518iApproximate average salary by contribution assumption: employee only about $37,955 at 4% or $25,303 at 6%; with 50% employer match about $25,303 at 4% or $16,869 at 6%; with 100% employer match about $18,977 at 4% or $12,652 at 6%. |
| 2002 | 2 | 19 | $823,702 | $204,014 | $10,738iApproximate average salary by contribution assumption: employee only about $268,439 at 4% or $178,960 at 6%; with 50% employer match about $178,960 at 4% or $119,306 at 6%; with 100% employer match about $134,220 at 4% or $89,480 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 0 | $792,159 | $184,301 | - |
| Edward M Bernstein & Associates Inc | - | 19 | $31,543 | $19,713 | $1,038iApproximate average salary by contribution assumption: employee only about $25,938 at 4% or $17,292 at 6%; with 50% employer match about $17,292 at 4% or $11,528 at 6%; with 100% employer match about $12,969 at 4% or $8,646 at 6%. |
| 2001 | 2 | 43 | $814,983 | $268,175 | $6,237iApproximate average salary by contribution assumption: employee only about $155,916 at 4% or $103,944 at 6%; with 50% employer match about $103,944 at 4% or $69,296 at 6%; with 100% employer match about $77,958 at 4% or $51,972 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 43 | $814,983 | $268,175 | $6,237iApproximate average salary by contribution assumption: employee only about $155,916 at 4% or $103,944 at 6%; with 50% employer match about $103,944 at 4% or $69,296 at 6%; with 100% employer match about $77,958 at 4% or $51,972 at 6%. |
| Edward M Bernstein & Associates Inc | - | 15 | - | - | - |
| 2000 | 2 | 66 | $893,618 | $184,760 | $2,799iApproximate average salary by contribution assumption: employee only about $69,985 at 4% or $46,657 at 6%; with 50% employer match about $46,657 at 4% or $31,104 at 6%; with 100% employer match about $34,992 at 4% or $23,328 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 66 | $893,618 | $184,760 | $2,799iApproximate average salary by contribution assumption: employee only about $69,985 at 4% or $46,657 at 6%; with 50% employer match about $46,657 at 4% or $31,104 at 6%; with 100% employer match about $34,992 at 4% or $23,328 at 6%. |
| Edward M Bernstein & Associates Inc | - | 55 | - | - | - |
| 1999 | 2 | 47 | $898,629 | $184,356 | $3,922iApproximate average salary by contribution assumption: employee only about $98,062 at 4% or $65,374 at 6%; with 50% employer match about $65,374 at 4% or $43,583 at 6%; with 100% employer match about $49,031 at 4% or $32,687 at 6%. |
| Edward M. Bernstein & Associates 401K Plan | - | 47 | $898,629 | $184,356 | $3,922iApproximate average salary by contribution assumption: employee only about $98,062 at 4% or $65,374 at 6%; with 50% employer match about $65,374 at 4% or $43,583 at 6%; with 100% employer match about $49,031 at 4% or $32,687 at 6%. |
| Edward M Bernstein & Associates Inc | - | 15 | - | - | - |