Civic Intelligence

Edelstein & Company

Plan context: Edelstein & Company Profit Sharing Trust

EIN 04-2442519 • Boston, MA • 35 filings • 7 plans

160 Federal Street , 9th FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

136

2024 Assets

$31,970,864

2024 Contributions

$1,720,807

Historical Graphs

Total Assets Over Time

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

$31,970,864$15,985,432$0199920112023YearValue
$31,970,864Latest year 2023

Participants Over Time

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

143720199920112023YearValue
136Latest year 2023

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
202410$0$1,720,807-
Edelstein & Company Profit Sharing Trust-0-$1,720,807-
20232136$31,970,864$2,608,481$19,180iApproximate average salary by contribution assumption: employee only about $479,500 at 4% or $319,667 at 6%; with 50% employer match about $319,667 at 4% or $213,111 at 6%; with 100% employer match about $239,750 at 4% or $159,833 at 6%.
Edelstein & Company Profit Sharing Trust-136$31,970,864$2,608,481$19,180iApproximate average salary by contribution assumption: employee only about $479,500 at 4% or $319,667 at 6%; with 50% employer match about $319,667 at 4% or $213,111 at 6%; with 100% employer match about $239,750 at 4% or $159,833 at 6%.
Edelstein & Company LLP Employee Benefit Plan-134---
20222143$26,850,286$2,482,264$17,358iApproximate average salary by contribution assumption: employee only about $433,962 at 4% or $289,308 at 6%; with 50% employer match about $289,308 at 4% or $192,872 at 6%; with 100% employer match about $216,981 at 4% or $144,654 at 6%.
Edelstein & Company Profit Sharing Trust-143$26,850,286$2,482,264$17,358iApproximate average salary by contribution assumption: employee only about $433,962 at 4% or $289,308 at 6%; with 50% employer match about $289,308 at 4% or $192,872 at 6%; with 100% employer match about $216,981 at 4% or $144,654 at 6%.
Edelstein & Company LLP Employee Benefit Plan-136---
20212134$31,086,260$2,091,802$15,610iApproximate average salary by contribution assumption: employee only about $390,262 at 4% or $260,174 at 6%; with 50% employer match about $260,174 at 4% or $173,450 at 6%; with 100% employer match about $195,131 at 4% or $130,087 at 6%.
Edelstein & Company Profit Sharing Trust-134$31,086,260$2,091,802$15,610iApproximate average salary by contribution assumption: employee only about $390,262 at 4% or $260,174 at 6%; with 50% employer match about $260,174 at 4% or $173,450 at 6%; with 100% employer match about $195,131 at 4% or $130,087 at 6%.
Edelstein & Company LLP Employee Benefit Plan-129---
20202108$25,522,878$1,480,629$13,710iApproximate average salary by contribution assumption: employee only about $342,738 at 4% or $228,492 at 6%; with 50% employer match about $228,492 at 4% or $152,328 at 6%; with 100% employer match about $171,369 at 4% or $114,246 at 6%.
Edelstein & Company Profit Sharing Trust-98$25,522,878$1,480,629$15,108iApproximate average salary by contribution assumption: employee only about $377,711 at 4% or $251,808 at 6%; with 50% employer match about $251,808 at 4% or $167,872 at 6%; with 100% employer match about $188,856 at 4% or $125,904 at 6%.
Edelstein & Company LLP Employee Benefit Plan-108---
2019187$20,479,238$1,822,887$20,953iApproximate average salary by contribution assumption: employee only about $523,818 at 4% or $349,212 at 6%; with 50% employer match about $349,212 at 4% or $232,808 at 6%; with 100% employer match about $261,909 at 4% or $174,606 at 6%.
Edelstein & Company Profit Sharing Trust-87$20,479,238$1,822,887$20,953iApproximate average salary by contribution assumption: employee only about $523,818 at 4% or $349,212 at 6%; with 50% employer match about $349,212 at 4% or $232,808 at 6%; with 100% employer match about $261,909 at 4% or $174,606 at 6%.
20181106$15,216,826$1,439,911$13,584iApproximate average salary by contribution assumption: employee only about $339,602 at 4% or $226,401 at 6%; with 50% employer match about $226,401 at 4% or $150,934 at 6%; with 100% employer match about $169,801 at 4% or $113,201 at 6%.
Edelstein & Company Profit Sharing Trust-106$15,216,826$1,439,911$13,584iApproximate average salary by contribution assumption: employee only about $339,602 at 4% or $226,401 at 6%; with 50% employer match about $226,401 at 4% or $150,934 at 6%; with 100% employer match about $169,801 at 4% or $113,201 at 6%.
2017180$17,414,517$1,517,953$18,974iApproximate average salary by contribution assumption: employee only about $474,360 at 4% or $316,240 at 6%; with 50% employer match about $316,240 at 4% or $210,827 at 6%; with 100% employer match about $237,180 at 4% or $158,120 at 6%.
Edelstein & Company Profit Sharing Trust-80$17,414,517$1,517,953$18,974iApproximate average salary by contribution assumption: employee only about $474,360 at 4% or $316,240 at 6%; with 50% employer match about $316,240 at 4% or $210,827 at 6%; with 100% employer match about $237,180 at 4% or $158,120 at 6%.
2016191$13,269,257$1,248,672$13,722iApproximate average salary by contribution assumption: employee only about $343,042 at 4% or $228,695 at 6%; with 50% employer match about $228,695 at 4% or $152,463 at 6%; with 100% employer match about $171,521 at 4% or $114,347 at 6%.
Edelstein & Company Profit Sharing Trust-91$13,269,257$1,248,672$13,722iApproximate average salary by contribution assumption: employee only about $343,042 at 4% or $228,695 at 6%; with 50% employer match about $228,695 at 4% or $152,463 at 6%; with 100% employer match about $171,521 at 4% or $114,347 at 6%.
2015180$11,200,201$1,106,713$13,834iApproximate average salary by contribution assumption: employee only about $345,848 at 4% or $230,565 at 6%; with 50% employer match about $230,565 at 4% or $153,710 at 6%; with 100% employer match about $172,924 at 4% or $115,283 at 6%.
Edelstein & Company Profit Sharing Trust-80$11,200,201$1,106,713$13,834iApproximate average salary by contribution assumption: employee only about $345,848 at 4% or $230,565 at 6%; with 50% employer match about $230,565 at 4% or $153,710 at 6%; with 100% employer match about $172,924 at 4% or $115,283 at 6%.
2014175$10,548,475$916,444$12,219iApproximate average salary by contribution assumption: employee only about $305,481 at 4% or $203,654 at 6%; with 50% employer match about $203,654 at 4% or $135,769 at 6%; with 100% employer match about $152,741 at 4% or $101,827 at 6%.
Edelstein & Company Profit Sharing Trust-75$10,548,475$916,444$12,219iApproximate average salary by contribution assumption: employee only about $305,481 at 4% or $203,654 at 6%; with 50% employer match about $203,654 at 4% or $135,769 at 6%; with 100% employer match about $152,741 at 4% or $101,827 at 6%.
2013166$9,592,928$1,269,192$19,230iApproximate average salary by contribution assumption: employee only about $480,755 at 4% or $320,503 at 6%; with 50% employer match about $320,503 at 4% or $213,669 at 6%; with 100% employer match about $240,377 at 4% or $160,252 at 6%.
Edelstein & Company Profit Sharing Trust-66$9,592,928$1,269,192$19,230iApproximate average salary by contribution assumption: employee only about $480,755 at 4% or $320,503 at 6%; with 50% employer match about $320,503 at 4% or $213,669 at 6%; with 100% employer match about $240,377 at 4% or $160,252 at 6%.
2012161$6,569,164$921,651$15,109iApproximate average salary by contribution assumption: employee only about $377,726 at 4% or $251,817 at 6%; with 50% employer match about $251,817 at 4% or $167,878 at 6%; with 100% employer match about $188,863 at 4% or $125,909 at 6%.
Edelstein & Company Profit Sharing Trust-61$6,569,164$921,651$15,109iApproximate average salary by contribution assumption: employee only about $377,726 at 4% or $251,817 at 6%; with 50% employer match about $251,817 at 4% or $167,878 at 6%; with 100% employer match about $188,863 at 4% or $125,909 at 6%.
2011158$6,244,480$708,330$12,213iApproximate average salary by contribution assumption: employee only about $305,315 at 4% or $203,543 at 6%; with 50% employer match about $203,543 at 4% or $135,695 at 6%; with 100% employer match about $152,657 at 4% or $101,772 at 6%.
Edelstein & Company Profit Sharing Trust-58$6,244,480$708,330$12,213iApproximate average salary by contribution assumption: employee only about $305,315 at 4% or $203,543 at 6%; with 50% employer match about $203,543 at 4% or $135,695 at 6%; with 100% employer match about $152,657 at 4% or $101,772 at 6%.
2010153$5,937,490$791,181$14,928iApproximate average salary by contribution assumption: employee only about $373,199 at 4% or $248,799 at 6%; with 50% employer match about $248,799 at 4% or $165,866 at 6%; with 100% employer match about $186,599 at 4% or $124,400 at 6%.
Edelstein & Company Profit Sharing Trust-53$5,937,490$791,181$14,928iApproximate average salary by contribution assumption: employee only about $373,199 at 4% or $248,799 at 6%; with 50% employer match about $248,799 at 4% or $165,866 at 6%; with 100% employer match about $186,599 at 4% or $124,400 at 6%.
2009148$4,463,617$632,535$13,178iApproximate average salary by contribution assumption: employee only about $329,445 at 4% or $219,630 at 6%; with 50% employer match about $219,630 at 4% or $146,420 at 6%; with 100% employer match about $164,723 at 4% or $109,815 at 6%.
Edelstein & Company Profit Sharing Trust-48$4,463,617$632,535$13,178iApproximate average salary by contribution assumption: employee only about $329,445 at 4% or $219,630 at 6%; with 50% employer match about $219,630 at 4% or $146,420 at 6%; with 100% employer match about $164,723 at 4% or $109,815 at 6%.
2008147$3,454,203$590,371$12,561iApproximate average salary by contribution assumption: employee only about $314,027 at 4% or $209,351 at 6%; with 50% employer match about $209,351 at 4% or $139,568 at 6%; with 100% employer match about $157,014 at 4% or $104,676 at 6%.
Edelstein & Company Profit Sharing Trust-47$3,454,203$590,371$12,561iApproximate average salary by contribution assumption: employee only about $314,027 at 4% or $209,351 at 6%; with 50% employer match about $209,351 at 4% or $139,568 at 6%; with 100% employer match about $157,014 at 4% or $104,676 at 6%.
2007141$4,578,293$652,009$15,903iApproximate average salary by contribution assumption: employee only about $397,566 at 4% or $265,044 at 6%; with 50% employer match about $265,044 at 4% or $176,696 at 6%; with 100% employer match about $198,783 at 4% or $132,522 at 6%.
Edelstein & Company Profit Sharing Trust-41$4,578,293$652,009$15,903iApproximate average salary by contribution assumption: employee only about $397,566 at 4% or $265,044 at 6%; with 50% employer match about $265,044 at 4% or $176,696 at 6%; with 100% employer match about $198,783 at 4% or $132,522 at 6%.
2006239$3,773,311$491,582$12,605iApproximate average salary by contribution assumption: employee only about $315,117 at 4% or $210,078 at 6%; with 50% employer match about $210,078 at 4% or $140,052 at 6%; with 100% employer match about $157,558 at 4% or $105,039 at 6%.
Edelstein & Company Profit Sharing Trust-39$3,773,311$392,560$10,066iApproximate average salary by contribution assumption: employee only about $251,641 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,840 at 6%; with 100% employer match about $125,821 at 4% or $83,880 at 6%.
Edelstein & Company 401K Plan-0-$99,022-
2005233$3,182,952$471,888$14,300iApproximate average salary by contribution assumption: employee only about $357,491 at 4% or $238,327 at 6%; with 50% employer match about $238,327 at 4% or $158,885 at 6%; with 100% employer match about $178,745 at 4% or $119,164 at 6%.
Edelstein & Company Profit Sharing Trust-33$2,433,652$258,470$7,832iApproximate average salary by contribution assumption: employee only about $195,811 at 4% or $130,540 at 6%; with 50% employer match about $130,540 at 4% or $87,027 at 6%; with 100% employer match about $97,905 at 4% or $65,270 at 6%.
Edelstein & Company Profit Sharing Trust-33$749,300$213,418$6,467iApproximate average salary by contribution assumption: employee only about $161,680 at 4% or $107,787 at 6%; with 50% employer match about $107,787 at 4% or $71,858 at 6%; with 100% employer match about $80,840 at 4% or $53,893 at 6%.
2004232$2,548,557$406,609$12,707iApproximate average salary by contribution assumption: employee only about $317,663 at 4% or $211,776 at 6%; with 50% employer match about $211,776 at 4% or $141,184 at 6%; with 100% employer match about $158,832 at 4% or $105,888 at 6%.
Edelstein & Company Profit Sharing Trust-28$2,050,933$232,836$8,316iApproximate average salary by contribution assumption: employee only about $207,889 at 4% or $138,593 at 6%; with 50% employer match about $138,593 at 4% or $92,395 at 6%; with 100% employer match about $103,945 at 4% or $69,296 at 6%.
Edelstein & Company Profit Sharing Trust-32$497,624$173,773$5,430iApproximate average salary by contribution assumption: employee only about $135,760 at 4% or $90,507 at 6%; with 50% employer match about $90,507 at 4% or $60,338 at 6%; with 100% employer match about $67,880 at 4% or $45,253 at 6%.
2003222$2,010,755$285,692$12,986iApproximate average salary by contribution assumption: employee only about $324,650 at 4% or $216,433 at 6%; with 50% employer match about $216,433 at 4% or $144,289 at 6%; with 100% employer match about $162,325 at 4% or $108,217 at 6%.
Edelstein & Company Profit Sharing Trust-19$1,711,948$179,878$9,467iApproximate average salary by contribution assumption: employee only about $236,682 at 4% or $157,788 at 6%; with 50% employer match about $157,788 at 4% or $105,192 at 6%; with 100% employer match about $118,341 at 4% or $78,894 at 6%.
Edelstein & Company Profit Sharing Trust-22$298,807$105,814$4,810iApproximate average salary by contribution assumption: employee only about $120,243 at 4% or $80,162 at 6%; with 50% employer match about $80,162 at 4% or $53,441 at 6%; with 100% employer match about $60,122 at 4% or $40,081 at 6%.
2002120$140,743$86,047$4,302iApproximate average salary by contribution assumption: employee only about $107,559 at 4% or $71,706 at 6%; with 50% employer match about $71,706 at 4% or $47,804 at 6%; with 100% employer match about $53,779 at 4% or $35,853 at 6%.
Edelstein & Company Profit Sharing Trust-20$140,743$86,047$4,302iApproximate average salary by contribution assumption: employee only about $107,559 at 4% or $71,706 at 6%; with 50% employer match about $71,706 at 4% or $47,804 at 6%; with 100% employer match about $53,779 at 4% or $35,853 at 6%.
2001119$83,115$70,519$3,712iApproximate average salary by contribution assumption: employee only about $92,788 at 4% or $61,859 at 6%; with 50% employer match about $61,859 at 4% or $41,239 at 6%; with 100% employer match about $46,394 at 4% or $30,929 at 6%.
Edelstein & Company Profit Sharing Trust-19$83,115$70,519$3,712iApproximate average salary by contribution assumption: employee only about $92,788 at 4% or $61,859 at 6%; with 50% employer match about $61,859 at 4% or $41,239 at 6%; with 100% employer match about $46,394 at 4% or $30,929 at 6%.
2000215$1,248,529$148,259$9,884iApproximate average salary by contribution assumption: employee only about $247,098 at 4% or $164,732 at 6%; with 50% employer match about $164,732 at 4% or $109,821 at 6%; with 100% employer match about $123,549 at 4% or $82,366 at 6%.
Edelstein & Company Profit Sharing Trust-14$1,219,475$115,656$8,261iApproximate average salary by contribution assumption: employee only about $206,529 at 4% or $137,686 at 6%; with 50% employer match about $137,686 at 4% or $91,790 at 6%; with 100% employer match about $103,264 at 4% or $68,843 at 6%.
Edelstein & Company Profit Sharing Trust-15$29,054$32,603$2,174iApproximate average salary by contribution assumption: employee only about $54,338 at 4% or $36,226 at 6%; with 50% employer match about $36,226 at 4% or $24,150 at 6%; with 100% employer match about $27,169 at 4% or $18,113 at 6%.
1999115$1,239,542$119,100$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.
Edelstein & Company Profit Sharing Trust-15$1,239,542$119,100$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.