Civic Intelligence

Nelson & Bernstein LLC

Plan context: Nelson & Bernstein LLC 401K Plan

EIN 94-3327844 • San Francisco, CA • 9 filings • 1 plans

600 California St FL 18San Francisco, CA 94108-2711
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$405,561

2013 Contributions

$61,995

Historical Graphs

Total Assets Over Time

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

$405,561$202,781$0200520092012YearValue
$405,561Latest year 2012

Participants Over Time

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

530200520092012YearValue
4Latest year 2012

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
201310$0$0-
Nelson & Bernstein LLC 401K Plan-0$0$0-
201214$405,561$61,995$15,499iApproximate average salary by contribution assumption: employee only about $387,469 at 4% or $258,313 at 6%; with 50% employer match about $258,313 at 4% or $172,208 at 6%; with 100% employer match about $193,734 at 4% or $129,156 at 6%.
Nelson & Bernstein LLC 401K Plan-4$405,561$61,995$15,499iApproximate average salary by contribution assumption: employee only about $387,469 at 4% or $258,313 at 6%; with 50% employer match about $258,313 at 4% or $172,208 at 6%; with 100% employer match about $193,734 at 4% or $129,156 at 6%.
201114$299,680$45,627$11,407iApproximate average salary by contribution assumption: employee only about $285,169 at 4% or $190,113 at 6%; with 50% employer match about $190,113 at 4% or $126,742 at 6%; with 100% employer match about $142,584 at 4% or $95,056 at 6%.
Nelson & Bernstein LLC 401K Plan-4$299,680$45,627$11,407iApproximate average salary by contribution assumption: employee only about $285,169 at 4% or $190,113 at 6%; with 50% employer match about $190,113 at 4% or $126,742 at 6%; with 100% employer match about $142,584 at 4% or $95,056 at 6%.
201014$276,193$46,630$11,658iApproximate average salary by contribution assumption: employee only about $291,438 at 4% or $194,292 at 6%; with 50% employer match about $194,292 at 4% or $129,528 at 6%; with 100% employer match about $145,719 at 4% or $97,146 at 6%.
Nelson & Bernstein LLC 401K Plan-4$276,193$46,630$11,658iApproximate average salary by contribution assumption: employee only about $291,438 at 4% or $194,292 at 6%; with 50% employer match about $194,292 at 4% or $129,528 at 6%; with 100% employer match about $145,719 at 4% or $97,146 at 6%.
200913$188,726$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Nelson & Bernstein LLC 401K Plan-3$188,726$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200815$105,801$38,496$7,699iApproximate average salary by contribution assumption: employee only about $192,480 at 4% or $128,320 at 6%; with 50% employer match about $128,320 at 4% or $85,547 at 6%; with 100% employer match about $96,240 at 4% or $64,160 at 6%.
Nelson & Bernstein LLC 401K Plan-5$105,801$38,496$7,699iApproximate average salary by contribution assumption: employee only about $192,480 at 4% or $128,320 at 6%; with 50% employer match about $128,320 at 4% or $85,547 at 6%; with 100% employer match about $96,240 at 4% or $64,160 at 6%.
200715$123,432$39,596$7,919iApproximate average salary by contribution assumption: employee only about $197,980 at 4% or $131,987 at 6%; with 50% employer match about $131,987 at 4% or $87,991 at 6%; with 100% employer match about $98,990 at 4% or $65,993 at 6%.
Nelson & Bernstein LLC 401K Plan-5$123,432$39,596$7,919iApproximate average salary by contribution assumption: employee only about $197,980 at 4% or $131,987 at 6%; with 50% employer match about $131,987 at 4% or $87,991 at 6%; with 100% employer match about $98,990 at 4% or $65,993 at 6%.
200615$79,450$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
Nelson & Bernstein LLC 401K Plan-5$79,450$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
200515$34,188$32,697$6,539iApproximate average salary by contribution assumption: employee only about $163,485 at 4% or $108,990 at 6%; with 50% employer match about $108,990 at 4% or $72,660 at 6%; with 100% employer match about $81,743 at 4% or $54,495 at 6%.
Nelson & Bernstein LLC 401K Plan-5$34,188$32,697$6,539iApproximate average salary by contribution assumption: employee only about $163,485 at 4% or $108,990 at 6%; with 50% employer match about $108,990 at 4% or $72,660 at 6%; with 100% employer match about $81,743 at 4% or $54,495 at 6%.