Bernard Alpert, MD
Plan context: Bernard Alpert, MD 401(K) Plan & Trust
EIN 94-3311730 • San Francisco, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$1,100,831
2021 Contributions
$159,760
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 5 | $1,100,831 | $159,760 | $31,952iApproximate average salary by contribution assumption: employee only about $798,800 at 4% or $532,533 at 6%; with 50% employer match about $532,533 at 4% or $355,022 at 6%; with 100% employer match about $399,400 at 4% or $266,267 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 5 | $1,100,831 | $159,760 | $31,952iApproximate average salary by contribution assumption: employee only about $798,800 at 4% or $532,533 at 6%; with 50% employer match about $532,533 at 4% or $355,022 at 6%; with 100% employer match about $399,400 at 4% or $266,267 at 6%. |
| 2020 | 1 | 5 | $873,882 | $92,373 | $18,475iApproximate average salary by contribution assumption: employee only about $461,865 at 4% or $307,910 at 6%; with 50% employer match about $307,910 at 4% or $205,273 at 6%; with 100% employer match about $230,932 at 4% or $153,955 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 5 | $873,882 | $92,373 | $18,475iApproximate average salary by contribution assumption: employee only about $461,865 at 4% or $307,910 at 6%; with 50% employer match about $307,910 at 4% or $205,273 at 6%; with 100% employer match about $230,932 at 4% or $153,955 at 6%. |
| 2019 | 1 | 5 | $748,436 | $142,554 | $28,511iApproximate average salary by contribution assumption: employee only about $712,770 at 4% or $475,180 at 6%; with 50% employer match about $475,180 at 4% or $316,787 at 6%; with 100% employer match about $356,385 at 4% or $237,590 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 5 | $748,436 | $142,554 | $28,511iApproximate average salary by contribution assumption: employee only about $712,770 at 4% or $475,180 at 6%; with 50% employer match about $475,180 at 4% or $316,787 at 6%; with 100% employer match about $356,385 at 4% or $237,590 at 6%. |
| 2018 | 1 | 5 | $489,151 | $91,405 | $18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 5 | $489,151 | $91,405 | $18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%. |
| 2017 | 1 | 5 | $443,242 | $106,174 | $21,235iApproximate average salary by contribution assumption: employee only about $530,870 at 4% or $353,913 at 6%; with 50% employer match about $353,913 at 4% or $235,942 at 6%; with 100% employer match about $265,435 at 4% or $176,957 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 5 | $443,242 | $106,174 | $21,235iApproximate average salary by contribution assumption: employee only about $530,870 at 4% or $353,913 at 6%; with 50% employer match about $353,913 at 4% or $235,942 at 6%; with 100% employer match about $265,435 at 4% or $176,957 at 6%. |
| 2016 | 1 | 7 | $277,483 | $68,005 | $9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 7 | $277,483 | $68,005 | $9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%. |
| 2015 | 1 | 6 | $198,004 | $64,476 | $10,746iApproximate average salary by contribution assumption: employee only about $268,650 at 4% or $179,100 at 6%; with 50% employer match about $179,100 at 4% or $119,400 at 6%; with 100% employer match about $134,325 at 4% or $89,550 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 6 | $198,004 | $64,476 | $10,746iApproximate average salary by contribution assumption: employee only about $268,650 at 4% or $179,100 at 6%; with 50% employer match about $179,100 at 4% or $119,400 at 6%; with 100% employer match about $134,325 at 4% or $89,550 at 6%. |
| 2014 | 1 | 6 | $141,374 | $73,155 | $12,193iApproximate average salary by contribution assumption: employee only about $304,813 at 4% or $203,208 at 6%; with 50% employer match about $203,208 at 4% or $135,472 at 6%; with 100% employer match about $152,406 at 4% or $101,604 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 6 | $141,374 | $73,155 | $12,193iApproximate average salary by contribution assumption: employee only about $304,813 at 4% or $203,208 at 6%; with 50% employer match about $203,208 at 4% or $135,472 at 6%; with 100% employer match about $152,406 at 4% or $101,604 at 6%. |
| 2013 | 1 | 6 | $63,407 | $60,189 | $10,032iApproximate average salary by contribution assumption: employee only about $250,788 at 4% or $167,192 at 6%; with 50% employer match about $167,192 at 4% or $111,461 at 6%; with 100% employer match about $125,394 at 4% or $83,596 at 6%. |
| Bernard Alpert, MD 401(K) Plan & Trust | - | 6 | $63,407 | $60,189 | $10,032iApproximate average salary by contribution assumption: employee only about $250,788 at 4% or $167,192 at 6%; with 50% employer match about $167,192 at 4% or $111,461 at 6%; with 100% employer match about $125,394 at 4% or $83,596 at 6%. |
| 2007 | 1 | 0 | $0 | $181,302 | - |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 0 | - | $181,302 | - |
| 2006 | 1 | 5 | $1,946,244 | $379,138 | $75,828iApproximate average salary by contribution assumption: employee only about $1,895,690 at 4% or $1,263,793 at 6%; with 50% employer match about $1,263,793 at 4% or $842,529 at 6%; with 100% employer match about $947,845 at 4% or $631,897 at 6%. |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 5 | $1,946,244 | $379,138 | $75,828iApproximate average salary by contribution assumption: employee only about $1,895,690 at 4% or $1,263,793 at 6%; with 50% employer match about $1,263,793 at 4% or $842,529 at 6%; with 100% employer match about $947,845 at 4% or $631,897 at 6%. |
| 2005 | 1 | 5 | $1,522,333 | $262,000 | $52,400iApproximate average salary by contribution assumption: employee only about $1,310,000 at 4% or $873,333 at 6%; with 50% employer match about $873,333 at 4% or $582,222 at 6%; with 100% employer match about $655,000 at 4% or $436,667 at 6%. |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 5 | $1,522,333 | $262,000 | $52,400iApproximate average salary by contribution assumption: employee only about $1,310,000 at 4% or $873,333 at 6%; with 50% employer match about $873,333 at 4% or $582,222 at 6%; with 100% employer match about $655,000 at 4% or $436,667 at 6%. |
| 2004 | 1 | 5 | $1,314,631 | $190,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 5 | $1,314,631 | $190,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| 2003 | 1 | 4 | $981,712 | $192,318 | $48,080iApproximate average salary by contribution assumption: employee only about $1,201,988 at 4% or $801,325 at 6%; with 50% employer match about $801,325 at 4% or $534,217 at 6%; with 100% employer match about $600,994 at 4% or $400,663 at 6%. |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 4 | $981,712 | $192,318 | $48,080iApproximate average salary by contribution assumption: employee only about $1,201,988 at 4% or $801,325 at 6%; with 50% employer match about $801,325 at 4% or $534,217 at 6%; with 100% employer match about $600,994 at 4% or $400,663 at 6%. |
| 2002 | 1 | 3 | $400,638 | $155,486 | $51,829iApproximate average salary by contribution assumption: employee only about $1,295,717 at 4% or $863,811 at 6%; with 50% employer match about $863,811 at 4% or $575,874 at 6%; with 100% employer match about $647,858 at 4% or $431,906 at 6%. |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 3 | $400,638 | $155,486 | $51,829iApproximate average salary by contribution assumption: employee only about $1,295,717 at 4% or $863,811 at 6%; with 50% employer match about $863,811 at 4% or $575,874 at 6%; with 100% employer match about $647,858 at 4% or $431,906 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Bernard S. Alpert, M.D. Inc. Defined Benefit Plan | - | 5 | - | - | - |