Civic Intelligence

Sugarman, Rogers, Barshak & Cohen PC.

Plan context: Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust

EIN 04-2806770 • Boston, MA • 27 filings • 6 plans

PO Box 961919Boston, MA 02196
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$951,482

2023 Contributions

$287,815

Historical Graphs

Total Assets Over Time

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

$19,288,064$9,644,032$0200020132023YearValue
$951,482Latest year 2023

Participants Over Time

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

70350200020122023YearValue
12Latest 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
2023112$951,482$287,815$23,985iApproximate average salary by contribution assumption: employee only about $599,615 at 4% or $399,743 at 6%; with 50% employer match about $399,743 at 4% or $266,495 at 6%; with 100% employer match about $299,807 at 4% or $199,872 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-12$951,482$287,815$23,985iApproximate average salary by contribution assumption: employee only about $599,615 at 4% or $399,743 at 6%; with 50% employer match about $399,743 at 4% or $266,495 at 6%; with 100% employer match about $299,807 at 4% or $199,872 at 6%.
2022142$11,535,731$689,181$16,409iApproximate average salary by contribution assumption: employee only about $410,227 at 4% or $273,485 at 6%; with 50% employer match about $273,485 at 4% or $182,323 at 6%; with 100% employer match about $205,113 at 4% or $136,742 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-42$11,535,731$689,181$16,409iApproximate average salary by contribution assumption: employee only about $410,227 at 4% or $273,485 at 6%; with 50% employer match about $273,485 at 4% or $182,323 at 6%; with 100% employer match about $205,113 at 4% or $136,742 at 6%.
2021140$13,560,089$567,029$14,176iApproximate average salary by contribution assumption: employee only about $354,393 at 4% or $236,262 at 6%; with 50% employer match about $236,262 at 4% or $157,508 at 6%; with 100% employer match about $177,197 at 4% or $118,131 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-40$13,560,089$567,029$14,176iApproximate average salary by contribution assumption: employee only about $354,393 at 4% or $236,262 at 6%; with 50% employer match about $236,262 at 4% or $157,508 at 6%; with 100% employer match about $177,197 at 4% or $118,131 at 6%.
2020144$16,533,523$511,293$11,620iApproximate average salary by contribution assumption: employee only about $290,507 at 4% or $193,672 at 6%; with 50% employer match about $193,672 at 4% or $129,114 at 6%; with 100% employer match about $145,254 at 4% or $96,836 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-44$16,533,523$511,293$11,620iApproximate average salary by contribution assumption: employee only about $290,507 at 4% or $193,672 at 6%; with 50% employer match about $193,672 at 4% or $129,114 at 6%; with 100% employer match about $145,254 at 4% or $96,836 at 6%.
2019150$14,627,909$341,126$6,823iApproximate average salary by contribution assumption: employee only about $170,563 at 4% or $113,709 at 6%; with 50% employer match about $113,709 at 4% or $75,806 at 6%; with 100% employer match about $85,282 at 4% or $56,854 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-50$14,627,909$341,126$6,823iApproximate average salary by contribution assumption: employee only about $170,563 at 4% or $113,709 at 6%; with 50% employer match about $113,709 at 4% or $75,806 at 6%; with 100% employer match about $85,282 at 4% or $56,854 at 6%.
2018151$16,129,927$670,842$13,154iApproximate average salary by contribution assumption: employee only about $328,844 at 4% or $219,229 at 6%; with 50% employer match about $219,229 at 4% or $146,153 at 6%; with 100% employer match about $164,422 at 4% or $109,615 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-51$16,129,927$670,842$13,154iApproximate average salary by contribution assumption: employee only about $328,844 at 4% or $219,229 at 6%; with 50% employer match about $219,229 at 4% or $146,153 at 6%; with 100% employer match about $164,422 at 4% or $109,615 at 6%.
2017149$17,388,823$1,263,634$25,788iApproximate average salary by contribution assumption: employee only about $644,711 at 4% or $429,807 at 6%; with 50% employer match about $429,807 at 4% or $286,538 at 6%; with 100% employer match about $322,356 at 4% or $214,904 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-49$17,388,823$1,263,634$25,788iApproximate average salary by contribution assumption: employee only about $644,711 at 4% or $429,807 at 6%; with 50% employer match about $429,807 at 4% or $286,538 at 6%; with 100% employer match about $322,356 at 4% or $214,904 at 6%.
2016157$14,386,537$709,592$12,449iApproximate average salary by contribution assumption: employee only about $311,225 at 4% or $207,483 at 6%; with 50% employer match about $207,483 at 4% or $138,322 at 6%; with 100% employer match about $155,612 at 4% or $103,742 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-57$14,386,537$709,592$12,449iApproximate average salary by contribution assumption: employee only about $311,225 at 4% or $207,483 at 6%; with 50% employer match about $207,483 at 4% or $138,322 at 6%; with 100% employer match about $155,612 at 4% or $103,742 at 6%.
2015159$15,971,441$687,391$11,651iApproximate average salary by contribution assumption: employee only about $291,267 at 4% or $194,178 at 6%; with 50% employer match about $194,178 at 4% or $129,452 at 6%; with 100% employer match about $145,634 at 4% or $97,089 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-59$15,971,441$687,391$11,651iApproximate average salary by contribution assumption: employee only about $291,267 at 4% or $194,178 at 6%; with 50% employer match about $194,178 at 4% or $129,452 at 6%; with 100% employer match about $145,634 at 4% or $97,089 at 6%.
2014159$18,536,677$739,905$12,541iApproximate average salary by contribution assumption: employee only about $313,519 at 4% or $209,013 at 6%; with 50% employer match about $209,013 at 4% or $139,342 at 6%; with 100% employer match about $156,760 at 4% or $104,506 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-59$18,536,677$739,905$12,541iApproximate average salary by contribution assumption: employee only about $313,519 at 4% or $209,013 at 6%; with 50% employer match about $209,013 at 4% or $139,342 at 6%; with 100% employer match about $156,760 at 4% or $104,506 at 6%.
2013159$19,288,064$814,873$13,811iApproximate average salary by contribution assumption: employee only about $345,285 at 4% or $230,190 at 6%; with 50% employer match about $230,190 at 4% or $153,460 at 6%; with 100% employer match about $172,643 at 4% or $115,095 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-59$19,288,064$814,873$13,811iApproximate average salary by contribution assumption: employee only about $345,285 at 4% or $230,190 at 6%; with 50% employer match about $230,190 at 4% or $153,460 at 6%; with 100% employer match about $172,643 at 4% or $115,095 at 6%.
2012158$16,503,372$734,262$12,660iApproximate average salary by contribution assumption: employee only about $316,492 at 4% or $210,995 at 6%; with 50% employer match about $210,995 at 4% or $140,663 at 6%; with 100% employer match about $158,246 at 4% or $105,497 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-58$16,503,372$734,262$12,660iApproximate average salary by contribution assumption: employee only about $316,492 at 4% or $210,995 at 6%; with 50% employer match about $210,995 at 4% or $140,663 at 6%; with 100% employer match about $158,246 at 4% or $105,497 at 6%.
2011162$15,714,043$735,517$11,863iApproximate average salary by contribution assumption: employee only about $296,579 at 4% or $197,720 at 6%; with 50% employer match about $197,720 at 4% or $131,813 at 6%; with 100% employer match about $148,290 at 4% or $98,860 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-62$15,714,043$735,517$11,863iApproximate average salary by contribution assumption: employee only about $296,579 at 4% or $197,720 at 6%; with 50% employer match about $197,720 at 4% or $131,813 at 6%; with 100% employer match about $148,290 at 4% or $98,860 at 6%.
2010166$15,643,250$804,672$12,192iApproximate average salary by contribution assumption: employee only about $304,800 at 4% or $203,200 at 6%; with 50% employer match about $203,200 at 4% or $135,467 at 6%; with 100% employer match about $152,400 at 4% or $101,600 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-66$15,643,250$804,672$12,192iApproximate average salary by contribution assumption: employee only about $304,800 at 4% or $203,200 at 6%; with 50% employer match about $203,200 at 4% or $135,467 at 6%; with 100% employer match about $152,400 at 4% or $101,600 at 6%.
2009170$13,581,843$1,205,915$17,227iApproximate average salary by contribution assumption: employee only about $430,684 at 4% or $287,123 at 6%; with 50% employer match about $287,123 at 4% or $191,415 at 6%; with 100% employer match about $215,342 at 4% or $143,561 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-70$13,581,843$1,205,915$17,227iApproximate average salary by contribution assumption: employee only about $430,684 at 4% or $287,123 at 6%; with 50% employer match about $287,123 at 4% or $191,415 at 6%; with 100% employer match about $215,342 at 4% or $143,561 at 6%.
2008142$10,045,738$694,242$16,530iApproximate average salary by contribution assumption: employee only about $413,239 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,620 at 4% or $137,746 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-42$10,045,738$694,242$16,530iApproximate average salary by contribution assumption: employee only about $413,239 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,620 at 4% or $137,746 at 6%.
2007143$0$0-
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-43---
2006153$11,603,852$753,179$14,211iApproximate average salary by contribution assumption: employee only about $355,273 at 4% or $236,849 at 6%; with 50% employer match about $236,849 at 4% or $157,899 at 6%; with 100% employer match about $177,637 at 4% or $118,424 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-53$11,603,852$753,179$14,211iApproximate average salary by contribution assumption: employee only about $355,273 at 4% or $236,849 at 6%; with 50% employer match about $236,849 at 4% or $157,899 at 6%; with 100% employer match about $177,637 at 4% or $118,424 at 6%.
2005140$10,014,348$555,506$13,888iApproximate average salary by contribution assumption: employee only about $347,191 at 4% or $231,461 at 6%; with 50% employer match about $231,461 at 4% or $154,307 at 6%; with 100% employer match about $173,596 at 4% or $115,730 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-40$10,014,348$555,506$13,888iApproximate average salary by contribution assumption: employee only about $347,191 at 4% or $231,461 at 6%; with 50% employer match about $231,461 at 4% or $154,307 at 6%; with 100% employer match about $173,596 at 4% or $115,730 at 6%.
2004139$9,475,147$596,221$15,288iApproximate average salary by contribution assumption: employee only about $382,193 at 4% or $254,795 at 6%; with 50% employer match about $254,795 at 4% or $169,864 at 6%; with 100% employer match about $191,096 at 4% or $127,398 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-39$9,475,147$596,221$15,288iApproximate average salary by contribution assumption: employee only about $382,193 at 4% or $254,795 at 6%; with 50% employer match about $254,795 at 4% or $169,864 at 6%; with 100% employer match about $191,096 at 4% or $127,398 at 6%.
2003136$8,056,684$458,110$12,725iApproximate average salary by contribution assumption: employee only about $318,132 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-36$8,056,684$458,110$12,725iApproximate average salary by contribution assumption: employee only about $318,132 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
2002239$6,244,453$154,588$3,964iApproximate average salary by contribution assumption: employee only about $99,095 at 4% or $66,063 at 6%; with 50% employer match about $66,063 at 4% or $44,042 at 6%; with 100% employer match about $49,547 at 4% or $33,032 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-39$6,244,453$154,588$3,964iApproximate average salary by contribution assumption: employee only about $99,095 at 4% or $66,063 at 6%; with 50% employer match about $66,063 at 4% or $44,042 at 6%; with 100% employer match about $49,547 at 4% or $33,032 at 6%.
SUGARMAN, ROGERS, BARSHAK & COHEN, P.C. RETIREMENT PLAN AND TRUST-0---
2001239$0$0-
SUGARMAN, ROGERS, BARSHAK & COHEN, P.C. RETIREMENT PLAN & TRUST-30---
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-39---
2000249$5,960,529$195,263$3,985iApproximate average salary by contribution assumption: employee only about $99,624 at 4% or $66,416 at 6%; with 50% employer match about $66,416 at 4% or $44,277 at 6%; with 100% employer match about $49,812 at 4% or $33,208 at 6%.
Sugarman, Rogers, Barshak & Cohen PC. Cash or Deferred Plan and Trust-49$5,960,529$195,263$3,985iApproximate average salary by contribution assumption: employee only about $99,624 at 4% or $66,416 at 6%; with 50% employer match about $66,416 at 4% or $44,277 at 6%; with 100% employer match about $49,812 at 4% or $33,208 at 6%.
SUGARMAN, ROGERS, BARSHAK & COHEN, P.C. RETIREMENT PLAN & TRUST-31---