Civic Intelligence

Stuart B. Ratner, P. C.

Plan context: Stuart B. Ratner PC. Cash Balance Plan

EIN 06-1388150 • Stamford, CT • 25 filings • 2 plans

1111 Summer Street, Suite 301Stamford, CT 06905
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,486,680

2024 Contributions

$242,102

Historical Graphs

Total Assets Over Time

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

$4,486,680$2,243,340$0201220182024YearValue
$4,486,680Latest year 2024

Participants Over Time

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

740201220182024YearValue
7Latest 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
202427$4,486,680$242,102$34,586iApproximate average salary by contribution assumption: employee only about $864,650 at 4% or $576,433 at 6%; with 50% employer match about $576,433 at 4% or $384,289 at 6%; with 100% employer match about $432,325 at 4% or $288,217 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-7$3,618,695$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Stuart B. Ratner PC. 401(K) Plan-5$867,985$92,102$18,420iApproximate average salary by contribution assumption: employee only about $460,510 at 4% or $307,007 at 6%; with 50% employer match about $307,007 at 4% or $204,671 at 6%; with 100% employer match about $230,255 at 4% or $153,503 at 6%.
202327$2,955,452$319,085$45,584iApproximate average salary by contribution assumption: employee only about $1,139,589 at 4% or $759,726 at 6%; with 50% employer match about $759,726 at 4% or $506,484 at 6%; with 100% employer match about $569,795 at 4% or $379,863 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-7$2,352,461$212,910$30,416iApproximate average salary by contribution assumption: employee only about $760,393 at 4% or $506,929 at 6%; with 50% employer match about $506,929 at 4% or $337,952 at 6%; with 100% employer match about $380,196 at 4% or $253,464 at 6%.
Stuart B. Ratner PC. 401(K) Plan-5$602,991$106,175$21,235iApproximate average salary by contribution assumption: employee only about $530,875 at 4% or $353,917 at 6%; with 50% employer match about $353,917 at 4% or $235,944 at 6%; with 100% employer match about $265,438 at 4% or $176,958 at 6%.
202225$1,949,374$281,050$56,210iApproximate average salary by contribution assumption: employee only about $1,405,250 at 4% or $936,833 at 6%; with 50% employer match about $936,833 at 4% or $624,556 at 6%; with 100% employer match about $702,625 at 4% or $468,417 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-5$1,511,643$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Stuart B. Ratner PC. 401(K) Plan-4$437,731$81,050$20,263iApproximate average salary by contribution assumption: employee only about $506,563 at 4% or $337,708 at 6%; with 50% employer match about $337,708 at 4% or $225,139 at 6%; with 100% employer match about $253,281 at 4% or $168,854 at 6%.
202125$2,107,677$237,538$47,508iApproximate average salary by contribution assumption: employee only about $1,187,690 at 4% or $791,793 at 6%; with 50% employer match about $791,793 at 4% or $527,862 at 6%; with 100% employer match about $593,845 at 4% or $395,897 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-5$1,662,081$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Stuart B. Ratner PC. 401(K) Plan-4$445,596$37,538$9,385iApproximate average salary by contribution assumption: employee only about $234,613 at 4% or $156,408 at 6%; with 50% employer match about $156,408 at 4% or $104,272 at 6%; with 100% employer match about $117,306 at 4% or $78,204 at 6%.
202025$1,734,366$221,336$44,267iApproximate average salary by contribution assumption: employee only about $1,106,680 at 4% or $737,787 at 6%; with 50% employer match about $737,787 at 4% or $491,858 at 6%; with 100% employer match about $553,340 at 4% or $368,893 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-5$1,381,440$188,836$37,767iApproximate average salary by contribution assumption: employee only about $944,180 at 4% or $629,453 at 6%; with 50% employer match about $629,453 at 4% or $419,636 at 6%; with 100% employer match about $472,090 at 4% or $314,727 at 6%.
Stuart B. Ratner PC. 401(K) Plan-3$352,926$32,500$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
201923$1,230,336$188,483$62,828iApproximate average salary by contribution assumption: employee only about $1,570,692 at 4% or $1,047,128 at 6%; with 50% employer match about $1,047,128 at 4% or $698,085 at 6%; with 100% employer match about $785,346 at 4% or $523,564 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-3$955,304$150,619$50,206iApproximate average salary by contribution assumption: employee only about $1,255,158 at 4% or $836,772 at 6%; with 50% employer match about $836,772 at 4% or $557,848 at 6%; with 100% employer match about $627,579 at 4% or $418,386 at 6%.
Stuart B. Ratner PC. 401(K) Plan-3$275,032$37,864$12,621iApproximate average salary by contribution assumption: employee only about $315,533 at 4% or $210,356 at 6%; with 50% employer match about $210,356 at 4% or $140,237 at 6%; with 100% employer match about $157,767 at 4% or $105,178 at 6%.
201823$937,983$195,970$65,323iApproximate average salary by contribution assumption: employee only about $1,633,083 at 4% or $1,088,722 at 6%; with 50% employer match about $1,088,722 at 4% or $725,815 at 6%; with 100% employer match about $816,542 at 4% or $544,361 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-3$734,913$177,500$59,167iApproximate average salary by contribution assumption: employee only about $1,479,167 at 4% or $986,111 at 6%; with 50% employer match about $986,111 at 4% or $657,407 at 6%; with 100% employer match about $739,583 at 4% or $493,056 at 6%.
Stuart B. Ratner PC. 401(K) Plan-3$203,070$18,470$6,157iApproximate average salary by contribution assumption: employee only about $153,917 at 4% or $102,611 at 6%; with 50% employer match about $102,611 at 4% or $68,407 at 6%; with 100% employer match about $76,958 at 4% or $51,306 at 6%.
201722$853,909$110,210$55,105iApproximate average salary by contribution assumption: employee only about $1,377,625 at 4% or $918,417 at 6%; with 50% employer match about $918,417 at 4% or $612,278 at 6%; with 100% employer match about $688,813 at 4% or $459,208 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-2$653,820$93,710$46,855iApproximate average salary by contribution assumption: employee only about $1,171,375 at 4% or $780,917 at 6%; with 50% employer match about $780,917 at 4% or $520,611 at 6%; with 100% employer match about $585,688 at 4% or $390,458 at 6%.
Stuart B. Ratner PC. 401(K) Plan-2$200,089$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
201622$670,863$147,455$73,728iApproximate average salary by contribution assumption: employee only about $1,843,188 at 4% or $1,228,792 at 6%; with 50% employer match about $1,228,792 at 4% or $819,194 at 6%; with 100% employer match about $921,594 at 4% or $614,396 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-2$505,219$132,455$66,228iApproximate average salary by contribution assumption: employee only about $1,655,688 at 4% or $1,103,792 at 6%; with 50% employer match about $1,103,792 at 4% or $735,861 at 6%; with 100% employer match about $827,844 at 4% or $551,896 at 6%.
Stuart B. Ratner PC. 401(K) Plan-2$165,644$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201522$492,039$133,226$66,613iApproximate average salary by contribution assumption: employee only about $1,665,325 at 4% or $1,110,217 at 6%; with 50% employer match about $1,110,217 at 4% or $740,144 at 6%; with 100% employer match about $832,663 at 4% or $555,108 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-2$354,300$93,113$46,557iApproximate average salary by contribution assumption: employee only about $1,163,913 at 4% or $775,942 at 6%; with 50% employer match about $775,942 at 4% or $517,294 at 6%; with 100% employer match about $581,956 at 4% or $387,971 at 6%.
Stuart B. Ratner PC. 401(K) Plan-2$137,739$40,113$20,057iApproximate average salary by contribution assumption: employee only about $501,413 at 4% or $334,275 at 6%; with 50% employer match about $334,275 at 4% or $222,850 at 6%; with 100% employer match about $250,706 at 4% or $167,138 at 6%.
201424$391,567$150,617$37,654iApproximate average salary by contribution assumption: employee only about $941,356 at 4% or $627,571 at 6%; with 50% employer match about $627,571 at 4% or $418,381 at 6%; with 100% employer match about $470,678 at 4% or $313,785 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-4$261,169$89,404$22,351iApproximate average salary by contribution assumption: employee only about $558,775 at 4% or $372,517 at 6%; with 50% employer match about $372,517 at 4% or $248,344 at 6%; with 100% employer match about $279,388 at 4% or $186,258 at 6%.
Stuart B. Ratner PC. 401(K) Plan-4$130,398$61,213$15,303iApproximate average salary by contribution assumption: employee only about $382,581 at 4% or $255,054 at 6%; with 50% employer match about $255,054 at 4% or $170,036 at 6%; with 100% employer match about $191,291 at 4% or $127,527 at 6%.
201323$240,970$155,917$51,972iApproximate average salary by contribution assumption: employee only about $1,299,308 at 4% or $866,206 at 6%; with 50% employer match about $866,206 at 4% or $577,470 at 6%; with 100% employer match about $649,654 at 4% or $433,103 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-3$172,860$87,807$29,269iApproximate average salary by contribution assumption: employee only about $731,725 at 4% or $487,817 at 6%; with 50% employer match about $487,817 at 4% or $325,211 at 6%; with 100% employer match about $365,863 at 4% or $243,908 at 6%.
Stuart B. Ratner PC. 401(K) Plan-3$68,110$68,110$22,703iApproximate average salary by contribution assumption: employee only about $567,583 at 4% or $378,389 at 6%; with 50% employer match about $378,389 at 4% or $252,259 at 6%; with 100% employer match about $283,792 at 4% or $189,194 at 6%.
201213$85,050$85,050$28,350iApproximate average salary by contribution assumption: employee only about $708,750 at 4% or $472,500 at 6%; with 50% employer match about $472,500 at 4% or $315,000 at 6%; with 100% employer match about $354,375 at 4% or $236,250 at 6%.
Stuart B. Ratner PC. Cash Balance Plan-3$85,050$85,050$28,350iApproximate average salary by contribution assumption: employee only about $708,750 at 4% or $472,500 at 6%; with 50% employer match about $472,500 at 4% or $315,000 at 6%; with 100% employer match about $354,375 at 4% or $236,250 at 6%.