Civic Intelligence

Steven M Berkson CPA a Profess

Plan context: Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust

EIN 95-4707764 • Woodland Hills, CA • 10 filings • 2 plans

5550 Topanga Cyn Blvd Ste 350Woodland Hills, CA 91367
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$238,080

2022 Contributions

$197,457

Historical Graphs

Total Assets Over Time

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

$2,967,068$1,483,534$0201320182022YearValue
$238,080Latest year 2022

Participants Over Time

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

1260201320182022YearValue
4Latest year 2022

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
202214$238,080$197,457$49,364iApproximate average salary by contribution assumption: employee only about $1,234,106 at 4% or $822,738 at 6%; with 50% employer match about $822,738 at 4% or $548,492 at 6%; with 100% employer match about $617,053 at 4% or $411,369 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-4$238,080$197,457$49,364iApproximate average salary by contribution assumption: employee only about $1,234,106 at 4% or $822,738 at 6%; with 50% employer match about $822,738 at 4% or $548,492 at 6%; with 100% employer match about $617,053 at 4% or $411,369 at 6%.
2021112$2,967,068$250,702$20,892iApproximate average salary by contribution assumption: employee only about $522,296 at 4% or $348,197 at 6%; with 50% employer match about $348,197 at 4% or $232,131 at 6%; with 100% employer match about $261,148 at 4% or $174,099 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-12$2,967,068$250,702$20,892iApproximate average salary by contribution assumption: employee only about $522,296 at 4% or $348,197 at 6%; with 50% employer match about $348,197 at 4% or $232,131 at 6%; with 100% employer match about $261,148 at 4% or $174,099 at 6%.
2020111$2,313,621$247,170$22,470iApproximate average salary by contribution assumption: employee only about $561,750 at 4% or $374,500 at 6%; with 50% employer match about $374,500 at 4% or $249,667 at 6%; with 100% employer match about $280,875 at 4% or $187,250 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-11$2,313,621$247,170$22,470iApproximate average salary by contribution assumption: employee only about $561,750 at 4% or $374,500 at 6%; with 50% employer match about $374,500 at 4% or $249,667 at 6%; with 100% employer match about $280,875 at 4% or $187,250 at 6%.
2019110$1,858,013$239,266$23,927iApproximate average salary by contribution assumption: employee only about $598,165 at 4% or $398,777 at 6%; with 50% employer match about $398,777 at 4% or $265,851 at 6%; with 100% employer match about $299,083 at 4% or $199,388 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$1,858,013$239,266$23,927iApproximate average salary by contribution assumption: employee only about $598,165 at 4% or $398,777 at 6%; with 50% employer match about $398,777 at 4% or $265,851 at 6%; with 100% employer match about $299,083 at 4% or $199,388 at 6%.
2018110$1,356,855$233,225$23,323iApproximate average salary by contribution assumption: employee only about $583,063 at 4% or $388,708 at 6%; with 50% employer match about $388,708 at 4% or $259,139 at 6%; with 100% employer match about $291,531 at 4% or $194,354 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$1,356,855$233,225$23,323iApproximate average salary by contribution assumption: employee only about $583,063 at 4% or $388,708 at 6%; with 50% employer match about $388,708 at 4% or $259,139 at 6%; with 100% employer match about $291,531 at 4% or $194,354 at 6%.
2017110$1,239,369$227,783$22,778iApproximate average salary by contribution assumption: employee only about $569,458 at 4% or $379,638 at 6%; with 50% employer match about $379,638 at 4% or $253,092 at 6%; with 100% employer match about $284,729 at 4% or $189,819 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$1,239,369$227,783$22,778iApproximate average salary by contribution assumption: employee only about $569,458 at 4% or $379,638 at 6%; with 50% employer match about $379,638 at 4% or $253,092 at 6%; with 100% employer match about $284,729 at 4% or $189,819 at 6%.
2016110$882,228$223,120$22,312iApproximate average salary by contribution assumption: employee only about $557,800 at 4% or $371,867 at 6%; with 50% employer match about $371,867 at 4% or $247,911 at 6%; with 100% employer match about $278,900 at 4% or $185,933 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$882,228$223,120$22,312iApproximate average salary by contribution assumption: employee only about $557,800 at 4% or $371,867 at 6%; with 50% employer match about $371,867 at 4% or $247,911 at 6%; with 100% employer match about $278,900 at 4% or $185,933 at 6%.
2015110$584,606$215,475$21,548iApproximate average salary by contribution assumption: employee only about $538,688 at 4% or $359,125 at 6%; with 50% employer match about $359,125 at 4% or $239,417 at 6%; with 100% employer match about $269,344 at 4% or $179,563 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$584,606$215,475$21,548iApproximate average salary by contribution assumption: employee only about $538,688 at 4% or $359,125 at 6%; with 50% employer match about $359,125 at 4% or $239,417 at 6%; with 100% employer match about $269,344 at 4% or $179,563 at 6%.
2014110$387,922$227,114$22,711iApproximate average salary by contribution assumption: employee only about $567,785 at 4% or $378,523 at 6%; with 50% employer match about $378,523 at 4% or $252,349 at 6%; with 100% employer match about $283,893 at 4% or $189,262 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-10$387,922$227,114$22,711iApproximate average salary by contribution assumption: employee only about $567,785 at 4% or $378,523 at 6%; with 50% employer match about $378,523 at 4% or $252,349 at 6%; with 100% employer match about $283,893 at 4% or $189,262 at 6%.
201319$172,775$160,282$17,809iApproximate average salary by contribution assumption: employee only about $445,228 at 4% or $296,819 at 6%; with 50% employer match about $296,819 at 4% or $197,879 at 6%; with 100% employer match about $222,614 at 4% or $148,409 at 6%.
Steven M Berkson CPA a Profess 401 K Profit Sharing Plan Trust-9$172,775$160,282$17,809iApproximate average salary by contribution assumption: employee only about $445,228 at 4% or $296,819 at 6%; with 50% employer match about $296,819 at 4% or $197,879 at 6%; with 100% employer match about $222,614 at 4% or $148,409 at 6%.