Civic Intelligence

Sandler & Company P C

Plan context: Sandler & Company P C 401(K) Profit Sharing Plan & Trust

EIN 04-3390751 • Needham Heights, MA • 16 filings • 3 plans

50 Cabot St Ste 204Needham Heights, MA 02494-2843
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$904,746

2024 Contributions

$94,436

Historical Graphs

Total Assets Over Time

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

$904,746$452,373$0200920162023YearValue
$904,746Latest year 2023

Participants Over Time

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

950200920162023YearValue
6Latest 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$94,436-
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-0$0$94,436-
202316$904,746$155,545$25,924iApproximate average salary by contribution assumption: employee only about $648,104 at 4% or $432,069 at 6%; with 50% employer match about $432,069 at 4% or $288,046 at 6%; with 100% employer match about $324,052 at 4% or $216,035 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-6$904,746$155,545$25,924iApproximate average salary by contribution assumption: employee only about $648,104 at 4% or $432,069 at 6%; with 50% employer match about $432,069 at 4% or $288,046 at 6%; with 100% employer match about $324,052 at 4% or $216,035 at 6%.
202219$803,644$132,810$14,757iApproximate average salary by contribution assumption: employee only about $368,917 at 4% or $245,944 at 6%; with 50% employer match about $245,944 at 4% or $163,963 at 6%; with 100% employer match about $184,458 at 4% or $122,972 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-9$803,644$132,810$14,757iApproximate average salary by contribution assumption: employee only about $368,917 at 4% or $245,944 at 6%; with 50% employer match about $245,944 at 4% or $163,963 at 6%; with 100% employer match about $184,458 at 4% or $122,972 at 6%.
202115$828,437$74,414$14,883iApproximate average salary by contribution assumption: employee only about $372,070 at 4% or $248,047 at 6%; with 50% employer match about $248,047 at 4% or $165,364 at 6%; with 100% employer match about $186,035 at 4% or $124,023 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$828,437$74,414$14,883iApproximate average salary by contribution assumption: employee only about $372,070 at 4% or $248,047 at 6%; with 50% employer match about $248,047 at 4% or $165,364 at 6%; with 100% employer match about $186,035 at 4% or $124,023 at 6%.
202015$655,038$60,997$12,199iApproximate average salary by contribution assumption: employee only about $304,985 at 4% or $203,323 at 6%; with 50% employer match about $203,323 at 4% or $135,549 at 6%; with 100% employer match about $152,493 at 4% or $101,662 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$655,038$60,997$12,199iApproximate average salary by contribution assumption: employee only about $304,985 at 4% or $203,323 at 6%; with 50% employer match about $203,323 at 4% or $135,549 at 6%; with 100% employer match about $152,493 at 4% or $101,662 at 6%.
201914$520,251$52,518$13,130iApproximate average salary by contribution assumption: employee only about $328,238 at 4% or $218,825 at 6%; with 50% employer match about $218,825 at 4% or $145,883 at 6%; with 100% employer match about $164,119 at 4% or $109,413 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-4$520,251$52,518$13,130iApproximate average salary by contribution assumption: employee only about $328,238 at 4% or $218,825 at 6%; with 50% employer match about $218,825 at 4% or $145,883 at 6%; with 100% employer match about $164,119 at 4% or $109,413 at 6%.
201815$425,539$47,747$9,549iApproximate average salary by contribution assumption: employee only about $238,735 at 4% or $159,157 at 6%; with 50% employer match about $159,157 at 4% or $106,104 at 6%; with 100% employer match about $119,368 at 4% or $79,578 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$425,539$47,747$9,549iApproximate average salary by contribution assumption: employee only about $238,735 at 4% or $159,157 at 6%; with 50% employer match about $159,157 at 4% or $106,104 at 6%; with 100% employer match about $119,368 at 4% or $79,578 at 6%.
201715$401,582$62,337$12,467iApproximate average salary by contribution assumption: employee only about $311,685 at 4% or $207,790 at 6%; with 50% employer match about $207,790 at 4% or $138,527 at 6%; with 100% employer match about $155,843 at 4% or $103,895 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$401,582$62,337$12,467iApproximate average salary by contribution assumption: employee only about $311,685 at 4% or $207,790 at 6%; with 50% employer match about $207,790 at 4% or $138,527 at 6%; with 100% employer match about $155,843 at 4% or $103,895 at 6%.
201616$294,922$49,995$8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-6$294,922$49,995$8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%.
201514$231,099$31,321$7,830iApproximate average salary by contribution assumption: employee only about $195,756 at 4% or $130,504 at 6%; with 50% employer match about $130,504 at 4% or $87,003 at 6%; with 100% employer match about $97,878 at 4% or $65,252 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-4$231,099$31,321$7,830iApproximate average salary by contribution assumption: employee only about $195,756 at 4% or $130,504 at 6%; with 50% employer match about $130,504 at 4% or $87,003 at 6%; with 100% employer match about $97,878 at 4% or $65,252 at 6%.
201415$244,699$80,262$16,052iApproximate average salary by contribution assumption: employee only about $401,310 at 4% or $267,540 at 6%; with 50% employer match about $267,540 at 4% or $178,360 at 6%; with 100% employer match about $200,655 at 4% or $133,770 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$244,699$80,262$16,052iApproximate average salary by contribution assumption: employee only about $401,310 at 4% or $267,540 at 6%; with 50% employer match about $267,540 at 4% or $178,360 at 6%; with 100% employer match about $200,655 at 4% or $133,770 at 6%.
201315$155,573$25,426$5,085iApproximate average salary by contribution assumption: employee only about $127,130 at 4% or $84,753 at 6%; with 50% employer match about $84,753 at 4% or $56,502 at 6%; with 100% employer match about $63,565 at 4% or $42,377 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-5$155,573$25,426$5,085iApproximate average salary by contribution assumption: employee only about $127,130 at 4% or $84,753 at 6%; with 50% employer match about $84,753 at 4% or $56,502 at 6%; with 100% employer match about $63,565 at 4% or $42,377 at 6%.
201214$108,147$27,073$6,768iApproximate average salary by contribution assumption: employee only about $169,206 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,203 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-4$108,147$27,073$6,768iApproximate average salary by contribution assumption: employee only about $169,206 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,203 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
201114$76,815$23,382$5,846iApproximate average salary by contribution assumption: employee only about $146,138 at 4% or $97,425 at 6%; with 50% employer match about $97,425 at 4% or $64,950 at 6%; with 100% employer match about $73,069 at 4% or $48,713 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-4$76,815$23,382$5,846iApproximate average salary by contribution assumption: employee only about $146,138 at 4% or $97,425 at 6%; with 50% employer match about $97,425 at 4% or $64,950 at 6%; with 100% employer match about $73,069 at 4% or $48,713 at 6%.
201013$56,586$26,992$8,997iApproximate average salary by contribution assumption: employee only about $224,933 at 4% or $149,956 at 6%; with 50% employer match about $149,956 at 4% or $99,970 at 6%; with 100% employer match about $112,467 at 4% or $74,978 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-3$56,586$26,992$8,997iApproximate average salary by contribution assumption: employee only about $224,933 at 4% or $149,956 at 6%; with 50% employer match about $149,956 at 4% or $99,970 at 6%; with 100% employer match about $112,467 at 4% or $74,978 at 6%.
200913$25,583$23,372$7,791iApproximate average salary by contribution assumption: employee only about $194,767 at 4% or $129,844 at 6%; with 50% employer match about $129,844 at 4% or $86,563 at 6%; with 100% employer match about $97,383 at 4% or $64,922 at 6%.
Sandler & Company P C 401(K) Profit Sharing Plan & Trust-3$25,583$23,372$7,791iApproximate average salary by contribution assumption: employee only about $194,767 at 4% or $129,844 at 6%; with 50% employer match about $129,844 at 4% or $86,563 at 6%; with 100% employer match about $97,383 at 4% or $64,922 at 6%.