Civic Intelligence

Sugarman and Sugarman PC.

Plan context: Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan

EIN 04-2601866 • Boston, MA • 27 filings • 7 plans

31 St. James Avenue10th FloorBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$16,425,713

2024 Contributions

$421,954

Historical Graphs

Total Assets Over Time

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

$16,425,713$8,212,857$0199920122024YearValue
$16,425,713Latest year 2024

Participants Over Time

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

40200199920122024YearValue
40Latest year 2024

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
2024140$16,425,713$421,954$10,549iApproximate average salary by contribution assumption: employee only about $263,721 at 4% or $175,814 at 6%; with 50% employer match about $175,814 at 4% or $117,209 at 6%; with 100% employer match about $131,861 at 4% or $87,907 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-40$16,425,713$421,954$10,549iApproximate average salary by contribution assumption: employee only about $263,721 at 4% or $175,814 at 6%; with 50% employer match about $175,814 at 4% or $117,209 at 6%; with 100% employer match about $131,861 at 4% or $87,907 at 6%.
2023137$14,631,385$416,873$11,267iApproximate average salary by contribution assumption: employee only about $281,671 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,187 at 6%; with 100% employer match about $140,835 at 4% or $93,890 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-37$14,631,385$416,873$11,267iApproximate average salary by contribution assumption: employee only about $281,671 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,187 at 6%; with 100% employer match about $140,835 at 4% or $93,890 at 6%.
2022135$12,449,509$386,329$11,038iApproximate average salary by contribution assumption: employee only about $275,949 at 4% or $183,966 at 6%; with 50% employer match about $183,966 at 4% or $122,644 at 6%; with 100% employer match about $137,975 at 4% or $91,983 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-35$12,449,509$386,329$11,038iApproximate average salary by contribution assumption: employee only about $275,949 at 4% or $183,966 at 6%; with 50% employer match about $183,966 at 4% or $122,644 at 6%; with 100% employer match about $137,975 at 4% or $91,983 at 6%.
2021135$14,717,631$386,347$11,038iApproximate average salary by contribution assumption: employee only about $275,962 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,987 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-35$14,717,631$386,347$11,038iApproximate average salary by contribution assumption: employee only about $275,962 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,987 at 6%.
2020135$12,796,637$360,492$10,300iApproximate average salary by contribution assumption: employee only about $257,494 at 4% or $171,663 at 6%; with 50% employer match about $171,663 at 4% or $114,442 at 6%; with 100% employer match about $128,747 at 4% or $85,831 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-35$12,796,637$360,492$10,300iApproximate average salary by contribution assumption: employee only about $257,494 at 4% or $171,663 at 6%; with 50% employer match about $171,663 at 4% or $114,442 at 6%; with 100% employer match about $128,747 at 4% or $85,831 at 6%.
2019136$11,880,087$352,271$9,785iApproximate average salary by contribution assumption: employee only about $244,633 at 4% or $163,088 at 6%; with 50% employer match about $163,088 at 4% or $108,726 at 6%; with 100% employer match about $122,316 at 4% or $81,544 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-36$11,880,087$352,271$9,785iApproximate average salary by contribution assumption: employee only about $244,633 at 4% or $163,088 at 6%; with 50% employer match about $163,088 at 4% or $108,726 at 6%; with 100% employer match about $122,316 at 4% or $81,544 at 6%.
2018136$11,384,059$385,741$10,715iApproximate average salary by contribution assumption: employee only about $267,876 at 4% or $178,584 at 6%; with 50% employer match about $178,584 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-36$11,384,059$385,741$10,715iApproximate average salary by contribution assumption: employee only about $267,876 at 4% or $178,584 at 6%; with 50% employer match about $178,584 at 4% or $119,056 at 6%; with 100% employer match about $133,938 at 4% or $89,292 at 6%.
2017140$11,932,534$464,824$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,677 at 6%; with 50% employer match about $193,677 at 4% or $129,118 at 6%; with 100% employer match about $145,258 at 4% or $96,838 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-40$11,932,534$464,824$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,677 at 6%; with 50% employer match about $193,677 at 4% or $129,118 at 6%; with 100% employer match about $145,258 at 4% or $96,838 at 6%.
2016131$9,988,804$448,504$14,468iApproximate average salary by contribution assumption: employee only about $361,697 at 4% or $241,131 at 6%; with 50% employer match about $241,131 at 4% or $160,754 at 6%; with 100% employer match about $180,848 at 4% or $120,566 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-31$9,988,804$448,504$14,468iApproximate average salary by contribution assumption: employee only about $361,697 at 4% or $241,131 at 6%; with 50% employer match about $241,131 at 4% or $160,754 at 6%; with 100% employer match about $180,848 at 4% or $120,566 at 6%.
2015132$10,605,767$469,281$14,665iApproximate average salary by contribution assumption: employee only about $366,626 at 4% or $244,417 at 6%; with 50% employer match about $244,417 at 4% or $162,945 at 6%; with 100% employer match about $183,313 at 4% or $122,209 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-32$10,605,767$469,281$14,665iApproximate average salary by contribution assumption: employee only about $366,626 at 4% or $244,417 at 6%; with 50% employer match about $244,417 at 4% or $162,945 at 6%; with 100% employer match about $183,313 at 4% or $122,209 at 6%.
2014129$11,260,851$464,814$16,028iApproximate average salary by contribution assumption: employee only about $400,702 at 4% or $267,134 at 6%; with 50% employer match about $267,134 at 4% or $178,090 at 6%; with 100% employer match about $200,351 at 4% or $133,567 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-29$11,260,851$464,814$16,028iApproximate average salary by contribution assumption: employee only about $400,702 at 4% or $267,134 at 6%; with 50% employer match about $267,134 at 4% or $178,090 at 6%; with 100% employer match about $200,351 at 4% or $133,567 at 6%.
2013134$11,854,021$472,392$13,894iApproximate average salary by contribution assumption: employee only about $347,347 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,376 at 6%; with 100% employer match about $173,674 at 4% or $115,782 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-34$11,854,021$472,392$13,894iApproximate average salary by contribution assumption: employee only about $347,347 at 4% or $231,565 at 6%; with 50% employer match about $231,565 at 4% or $154,376 at 6%; with 100% employer match about $173,674 at 4% or $115,782 at 6%.
2012133$9,695,052$224,847$6,814iApproximate average salary by contribution assumption: employee only about $170,339 at 4% or $113,559 at 6%; with 50% employer match about $113,559 at 4% or $75,706 at 6%; with 100% employer match about $85,169 at 4% or $56,780 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-33$9,695,052$224,847$6,814iApproximate average salary by contribution assumption: employee only about $170,339 at 4% or $113,559 at 6%; with 50% employer match about $113,559 at 4% or $75,706 at 6%; with 100% employer match about $85,169 at 4% or $56,780 at 6%.
2011133$12,671,173$368,215$11,158iApproximate average salary by contribution assumption: employee only about $278,951 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,984 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-33$12,671,173$368,215$11,158iApproximate average salary by contribution assumption: employee only about $278,951 at 4% or $185,967 at 6%; with 50% employer match about $185,967 at 4% or $123,978 at 6%; with 100% employer match about $139,475 at 4% or $92,984 at 6%.
2010138$13,135,989$387,769$10,204iApproximate average salary by contribution assumption: employee only about $255,111 at 4% or $170,074 at 6%; with 50% employer match about $170,074 at 4% or $113,383 at 6%; with 100% employer match about $127,556 at 4% or $85,037 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-38$13,135,989$387,769$10,204iApproximate average salary by contribution assumption: employee only about $255,111 at 4% or $170,074 at 6%; with 50% employer match about $170,074 at 4% or $113,383 at 6%; with 100% employer match about $127,556 at 4% or $85,037 at 6%.
2009140$11,758,107$447,342$11,184iApproximate average salary by contribution assumption: employee only about $279,589 at 4% or $186,393 at 6%; with 50% employer match about $186,393 at 4% or $124,262 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-40$11,758,107$447,342$11,184iApproximate average salary by contribution assumption: employee only about $279,589 at 4% or $186,393 at 6%; with 50% employer match about $186,393 at 4% or $124,262 at 6%; with 100% employer match about $139,794 at 4% or $93,196 at 6%.
2008122$9,583,795$455,698$20,714iApproximate average salary by contribution assumption: employee only about $517,839 at 4% or $345,226 at 6%; with 50% employer match about $345,226 at 4% or $230,151 at 6%; with 100% employer match about $258,919 at 4% or $172,613 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-22$9,583,795$455,698$20,714iApproximate average salary by contribution assumption: employee only about $517,839 at 4% or $345,226 at 6%; with 50% employer match about $345,226 at 4% or $230,151 at 6%; with 100% employer match about $258,919 at 4% or $172,613 at 6%.
2007123$12,693,536$413,131$17,962iApproximate average salary by contribution assumption: employee only about $449,055 at 4% or $299,370 at 6%; with 50% employer match about $299,370 at 4% or $199,580 at 6%; with 100% employer match about $224,528 at 4% or $149,685 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-23$12,693,536$413,131$17,962iApproximate average salary by contribution assumption: employee only about $449,055 at 4% or $299,370 at 6%; with 50% employer match about $299,370 at 4% or $199,580 at 6%; with 100% employer match about $224,528 at 4% or $149,685 at 6%.
2006125$11,864,186$366,139$14,646iApproximate average salary by contribution assumption: employee only about $366,139 at 4% or $244,093 at 6%; with 50% employer match about $244,093 at 4% or $162,728 at 6%; with 100% employer match about $183,070 at 4% or $122,046 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-25$11,864,186$366,139$14,646iApproximate average salary by contribution assumption: employee only about $366,139 at 4% or $244,093 at 6%; with 50% employer match about $244,093 at 4% or $162,728 at 6%; with 100% employer match about $183,070 at 4% or $122,046 at 6%.
2005123$10,500,319$348,271$15,142iApproximate average salary by contribution assumption: employee only about $378,555 at 4% or $252,370 at 6%; with 50% employer match about $252,370 at 4% or $168,247 at 6%; with 100% employer match about $189,278 at 4% or $126,185 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-23$10,500,319$348,271$15,142iApproximate average salary by contribution assumption: employee only about $378,555 at 4% or $252,370 at 6%; with 50% employer match about $252,370 at 4% or $168,247 at 6%; with 100% employer match about $189,278 at 4% or $126,185 at 6%.
2004120$9,773,935$307,359$15,368iApproximate average salary by contribution assumption: employee only about $384,199 at 4% or $256,133 at 6%; with 50% employer match about $256,133 at 4% or $170,755 at 6%; with 100% employer match about $192,099 at 4% or $128,066 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-20$9,773,935$307,359$15,368iApproximate average salary by contribution assumption: employee only about $384,199 at 4% or $256,133 at 6%; with 50% employer match about $256,133 at 4% or $170,755 at 6%; with 100% employer match about $192,099 at 4% or $128,066 at 6%.
2003124$9,287,433$289,926$12,080iApproximate average salary by contribution assumption: employee only about $302,006 at 4% or $201,338 at 6%; with 50% employer match about $201,338 at 4% or $134,225 at 6%; with 100% employer match about $151,003 at 4% or $100,669 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-24$9,287,433$289,926$12,080iApproximate average salary by contribution assumption: employee only about $302,006 at 4% or $201,338 at 6%; with 50% employer match about $201,338 at 4% or $134,225 at 6%; with 100% employer match about $151,003 at 4% or $100,669 at 6%.
2002124$7,741,892$225,916$9,413iApproximate average salary by contribution assumption: employee only about $235,329 at 4% or $156,886 at 6%; with 50% employer match about $156,886 at 4% or $104,591 at 6%; with 100% employer match about $117,665 at 4% or $78,443 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-24$7,741,892$225,916$9,413iApproximate average salary by contribution assumption: employee only about $235,329 at 4% or $156,886 at 6%; with 50% employer match about $156,886 at 4% or $104,591 at 6%; with 100% employer match about $117,665 at 4% or $78,443 at 6%.
2001124$8,982,451$233,845$9,744iApproximate average salary by contribution assumption: employee only about $243,589 at 4% or $162,392 at 6%; with 50% employer match about $162,392 at 4% or $108,262 at 6%; with 100% employer match about $121,794 at 4% or $81,196 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-24$8,982,451$233,845$9,744iApproximate average salary by contribution assumption: employee only about $243,589 at 4% or $162,392 at 6%; with 50% employer match about $162,392 at 4% or $108,262 at 6%; with 100% employer match about $121,794 at 4% or $81,196 at 6%.
2000225$9,763,605$150,170$6,007iApproximate average salary by contribution assumption: employee only about $150,170 at 4% or $100,113 at 6%; with 50% employer match about $100,113 at 4% or $66,742 at 6%; with 100% employer match about $75,085 at 4% or $50,057 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-22$9,763,605$150,170$6,826iApproximate average salary by contribution assumption: employee only about $170,648 at 4% or $113,765 at 6%; with 50% employer match about $113,765 at 4% or $75,843 at 6%; with 100% employer match about $85,324 at 4% or $56,883 at 6%.
SUGARMAN & SUGARMAN, P.C. CAFETERIA PLAN-25---
1999120$9,655,974$148,889$7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.
Sugarman and Sugarman PC. Profit Sharing and 401(K) Plan-20$9,655,974$148,889$7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.