Civic Intelligence

Cohen, Burger, Schwartz & Sax LLC

Plan context: Cohen, Burger, Schwartz & Sax 401K Retirement Plan

EIN 06-1533534 • Fairfield, CT • 15 filings • 4 plans

2228 Black Rock Turnpike, Ste 204Fairfield, CT 06825
Current Snapshot

Latest Year

2015

2015 Participants

18

2015 Assets

$2,506,367

2015 Contributions

$205,901

Historical Graphs

Total Assets Over Time

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

$2,506,367$1,253,184$0199920092014YearValue
$2,506,367Latest year 2014

Participants Over Time

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

19100199920082014YearValue
18Latest year 2014

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
201510$0$0-
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-0$0--
2014118$2,506,367$205,901$11,439iApproximate average salary by contribution assumption: employee only about $285,974 at 4% or $190,649 at 6%; with 50% employer match about $190,649 at 4% or $127,099 at 6%; with 100% employer match about $142,987 at 4% or $95,325 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-18$2,506,367$205,901$11,439iApproximate average salary by contribution assumption: employee only about $285,974 at 4% or $190,649 at 6%; with 50% employer match about $190,649 at 4% or $127,099 at 6%; with 100% employer match about $142,987 at 4% or $95,325 at 6%.
2013117$2,407,861$171,216$10,072iApproximate average salary by contribution assumption: employee only about $251,788 at 4% or $167,859 at 6%; with 50% employer match about $167,859 at 4% or $111,906 at 6%; with 100% employer match about $125,894 at 4% or $83,929 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-17$2,407,861$171,216$10,072iApproximate average salary by contribution assumption: employee only about $251,788 at 4% or $167,859 at 6%; with 50% employer match about $167,859 at 4% or $111,906 at 6%; with 100% employer match about $125,894 at 4% or $83,929 at 6%.
2012117$1,853,054$175,141$10,302iApproximate average salary by contribution assumption: employee only about $257,560 at 4% or $171,707 at 6%; with 50% employer match about $171,707 at 4% or $114,471 at 6%; with 100% employer match about $128,780 at 4% or $85,853 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-17$1,853,054$175,141$10,302iApproximate average salary by contribution assumption: employee only about $257,560 at 4% or $171,707 at 6%; with 50% employer match about $171,707 at 4% or $114,471 at 6%; with 100% employer match about $128,780 at 4% or $85,853 at 6%.
2011117$1,490,068$168,392$9,905iApproximate average salary by contribution assumption: employee only about $247,635 at 4% or $165,090 at 6%; with 50% employer match about $165,090 at 4% or $110,060 at 6%; with 100% employer match about $123,818 at 4% or $82,545 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-17$1,490,068$168,392$9,905iApproximate average salary by contribution assumption: employee only about $247,635 at 4% or $165,090 at 6%; with 50% employer match about $165,090 at 4% or $110,060 at 6%; with 100% employer match about $123,818 at 4% or $82,545 at 6%.
2010119$1,356,939$152,503$8,026iApproximate average salary by contribution assumption: employee only about $200,662 at 4% or $133,775 at 6%; with 50% employer match about $133,775 at 4% or $89,183 at 6%; with 100% employer match about $100,331 at 4% or $66,887 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-19$1,356,939$152,503$8,026iApproximate average salary by contribution assumption: employee only about $200,662 at 4% or $133,775 at 6%; with 50% employer match about $133,775 at 4% or $89,183 at 6%; with 100% employer match about $100,331 at 4% or $66,887 at 6%.
2009119$1,089,900$105,400$5,547iApproximate average salary by contribution assumption: employee only about $138,684 at 4% or $92,456 at 6%; with 50% employer match about $92,456 at 4% or $61,637 at 6%; with 100% employer match about $69,342 at 4% or $46,228 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-19$1,089,900$105,400$5,547iApproximate average salary by contribution assumption: employee only about $138,684 at 4% or $92,456 at 6%; with 50% employer match about $92,456 at 4% or $61,637 at 6%; with 100% employer match about $69,342 at 4% or $46,228 at 6%.
2008119$0$0-
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-19---
2007119$958,858$217,510$11,448iApproximate average salary by contribution assumption: employee only about $286,197 at 4% or $190,798 at 6%; with 50% employer match about $190,798 at 4% or $127,199 at 6%; with 100% employer match about $143,099 at 4% or $95,399 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-19$958,858$217,510$11,448iApproximate average salary by contribution assumption: employee only about $286,197 at 4% or $190,798 at 6%; with 50% employer match about $190,798 at 4% or $127,199 at 6%; with 100% employer match about $143,099 at 4% or $95,399 at 6%.
2006114$668,679$107,863$7,705iApproximate average salary by contribution assumption: employee only about $192,613 at 4% or $128,408 at 6%; with 50% employer match about $128,408 at 4% or $85,606 at 6%; with 100% employer match about $96,306 at 4% or $64,204 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-14$668,679$107,863$7,705iApproximate average salary by contribution assumption: employee only about $192,613 at 4% or $128,408 at 6%; with 50% employer match about $128,408 at 4% or $85,606 at 6%; with 100% employer match about $96,306 at 4% or $64,204 at 6%.
2005111$494,815$80,831$7,348iApproximate average salary by contribution assumption: employee only about $183,707 at 4% or $122,471 at 6%; with 50% employer match about $122,471 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,236 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-11$494,815$80,831$7,348iApproximate average salary by contribution assumption: employee only about $183,707 at 4% or $122,471 at 6%; with 50% employer match about $122,471 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,236 at 6%.
2004111$380,479$80,839$7,349iApproximate average salary by contribution assumption: employee only about $183,725 at 4% or $122,483 at 6%; with 50% employer match about $122,483 at 4% or $81,656 at 6%; with 100% employer match about $91,863 at 4% or $61,242 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-11$380,479$80,839$7,349iApproximate average salary by contribution assumption: employee only about $183,725 at 4% or $122,483 at 6%; with 50% employer match about $122,483 at 4% or $81,656 at 6%; with 100% employer match about $91,863 at 4% or $61,242 at 6%.
2003111$0$0-
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-11---
2002110$0$0-
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-10---
1999118$119,161$110,606$6,145iApproximate average salary by contribution assumption: employee only about $153,619 at 4% or $102,413 at 6%; with 50% employer match about $102,413 at 4% or $68,275 at 6%; with 100% employer match about $76,810 at 4% or $51,206 at 6%.
Cohen, Burger, Schwartz & Sax 401K Retirement Plan-18$119,161$110,606$6,145iApproximate average salary by contribution assumption: employee only about $153,619 at 4% or $102,413 at 6%; with 50% employer match about $102,413 at 4% or $68,275 at 6%; with 100% employer match about $76,810 at 4% or $51,206 at 6%.