Civic Intelligence

Sandra L. Margoles, M.D. LLC

Plan context: Sandra L. Margoles, M.D. 401(K) Retirement Plan

EIN 06-1552327 • Greenwich, CT • 17 filings • 3 plans

40 West Elm St., 1LGreenwich, CT 06830
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,957,178

2024 Contributions

$85,670

Historical Graphs

Total Assets Over Time

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

$1,957,178$978,589$0200820162024YearValue
$1,957,178Latest year 2024

Participants Over Time

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

210200820162024YearValue
2Latest 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
202412$1,957,178$85,670$42,835iApproximate average salary by contribution assumption: employee only about $1,070,875 at 4% or $713,917 at 6%; with 50% employer match about $713,917 at 4% or $475,944 at 6%; with 100% employer match about $535,438 at 4% or $356,958 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,957,178$85,670$42,835iApproximate average salary by contribution assumption: employee only about $1,070,875 at 4% or $713,917 at 6%; with 50% employer match about $713,917 at 4% or $475,944 at 6%; with 100% employer match about $535,438 at 4% or $356,958 at 6%.
202312$1,623,906$116,537$58,269iApproximate average salary by contribution assumption: employee only about $1,456,713 at 4% or $971,142 at 6%; with 50% employer match about $971,142 at 4% or $647,428 at 6%; with 100% employer match about $728,356 at 4% or $485,571 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,623,906$116,537$58,269iApproximate average salary by contribution assumption: employee only about $1,456,713 at 4% or $971,142 at 6%; with 50% employer match about $971,142 at 4% or $647,428 at 6%; with 100% employer match about $728,356 at 4% or $485,571 at 6%.
202212$1,302,132$90,071$45,036iApproximate average salary by contribution assumption: employee only about $1,125,888 at 4% or $750,592 at 6%; with 50% employer match about $750,592 at 4% or $500,394 at 6%; with 100% employer match about $562,944 at 4% or $375,296 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,302,132$90,071$45,036iApproximate average salary by contribution assumption: employee only about $1,125,888 at 4% or $750,592 at 6%; with 50% employer match about $750,592 at 4% or $500,394 at 6%; with 100% employer match about $562,944 at 4% or $375,296 at 6%.
202112$1,409,530$99,471$49,736iApproximate average salary by contribution assumption: employee only about $1,243,388 at 4% or $828,925 at 6%; with 50% employer match about $828,925 at 4% or $552,617 at 6%; with 100% employer match about $621,694 at 4% or $414,463 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,409,530$99,471$49,736iApproximate average salary by contribution assumption: employee only about $1,243,388 at 4% or $828,925 at 6%; with 50% employer match about $828,925 at 4% or $552,617 at 6%; with 100% employer match about $621,694 at 4% or $414,463 at 6%.
202012$1,187,493$82,496$41,248iApproximate average salary by contribution assumption: employee only about $1,031,200 at 4% or $687,467 at 6%; with 50% employer match about $687,467 at 4% or $458,311 at 6%; with 100% employer match about $515,600 at 4% or $343,733 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,187,493$82,496$41,248iApproximate average salary by contribution assumption: employee only about $1,031,200 at 4% or $687,467 at 6%; with 50% employer match about $687,467 at 4% or $458,311 at 6%; with 100% employer match about $515,600 at 4% or $343,733 at 6%.
201912$1,072,689$57,695$28,848iApproximate average salary by contribution assumption: employee only about $721,188 at 4% or $480,792 at 6%; with 50% employer match about $480,792 at 4% or $320,528 at 6%; with 100% employer match about $360,594 at 4% or $240,396 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$1,072,689$57,695$28,848iApproximate average salary by contribution assumption: employee only about $721,188 at 4% or $480,792 at 6%; with 50% employer match about $480,792 at 4% or $320,528 at 6%; with 100% employer match about $360,594 at 4% or $240,396 at 6%.
201812$818,508$26,232$13,116iApproximate average salary by contribution assumption: employee only about $327,900 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,733 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$818,508$26,232$13,116iApproximate average salary by contribution assumption: employee only about $327,900 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,733 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
201712$860,257$44,738$22,369iApproximate average salary by contribution assumption: employee only about $559,225 at 4% or $372,817 at 6%; with 50% employer match about $372,817 at 4% or $248,544 at 6%; with 100% employer match about $279,613 at 4% or $186,408 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$860,257$44,738$22,369iApproximate average salary by contribution assumption: employee only about $559,225 at 4% or $372,817 at 6%; with 50% employer match about $372,817 at 4% or $248,544 at 6%; with 100% employer match about $279,613 at 4% or $186,408 at 6%.
201612$695,687$26,966$13,483iApproximate average salary by contribution assumption: employee only about $337,075 at 4% or $224,717 at 6%; with 50% employer match about $224,717 at 4% or $149,811 at 6%; with 100% employer match about $168,538 at 4% or $112,358 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$695,687$26,966$13,483iApproximate average salary by contribution assumption: employee only about $337,075 at 4% or $224,717 at 6%; with 50% employer match about $224,717 at 4% or $149,811 at 6%; with 100% employer match about $168,538 at 4% or $112,358 at 6%.
201512$622,684$51,035$25,518iApproximate average salary by contribution assumption: employee only about $637,938 at 4% or $425,292 at 6%; with 50% employer match about $425,292 at 4% or $283,528 at 6%; with 100% employer match about $318,969 at 4% or $212,646 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$622,684$51,035$25,518iApproximate average salary by contribution assumption: employee only about $637,938 at 4% or $425,292 at 6%; with 50% employer match about $425,292 at 4% or $283,528 at 6%; with 100% employer match about $318,969 at 4% or $212,646 at 6%.
201412$593,764$56,157$28,079iApproximate average salary by contribution assumption: employee only about $701,963 at 4% or $467,975 at 6%; with 50% employer match about $467,975 at 4% or $311,983 at 6%; with 100% employer match about $350,981 at 4% or $233,988 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$593,764$56,157$28,079iApproximate average salary by contribution assumption: employee only about $701,963 at 4% or $467,975 at 6%; with 50% employer match about $467,975 at 4% or $311,983 at 6%; with 100% employer match about $350,981 at 4% or $233,988 at 6%.
201312$514,312$271,796$135,898iApproximate average salary by contribution assumption: employee only about $3,397,450 at 4% or $2,264,967 at 6%; with 50% employer match about $2,264,967 at 4% or $1,509,978 at 6%; with 100% employer match about $1,698,725 at 4% or $1,132,483 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$514,312$271,796$135,898iApproximate average salary by contribution assumption: employee only about $3,397,450 at 4% or $2,264,967 at 6%; with 50% employer match about $2,264,967 at 4% or $1,509,978 at 6%; with 100% employer match about $1,698,725 at 4% or $1,132,483 at 6%.
201212$176,843$45,364$22,682iApproximate average salary by contribution assumption: employee only about $567,050 at 4% or $378,033 at 6%; with 50% employer match about $378,033 at 4% or $252,022 at 6%; with 100% employer match about $283,525 at 4% or $189,017 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$176,843$45,364$22,682iApproximate average salary by contribution assumption: employee only about $567,050 at 4% or $378,033 at 6%; with 50% employer match about $378,033 at 4% or $252,022 at 6%; with 100% employer match about $283,525 at 4% or $189,017 at 6%.
201112$115,795$30,938$15,469iApproximate average salary by contribution assumption: employee only about $386,725 at 4% or $257,817 at 6%; with 50% employer match about $257,817 at 4% or $171,878 at 6%; with 100% employer match about $193,363 at 4% or $128,908 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$115,795$30,938$15,469iApproximate average salary by contribution assumption: employee only about $386,725 at 4% or $257,817 at 6%; with 50% employer match about $257,817 at 4% or $171,878 at 6%; with 100% employer match about $193,363 at 4% or $128,908 at 6%.
201012$89,501$25,149$12,575iApproximate average salary by contribution assumption: employee only about $314,363 at 4% or $209,575 at 6%; with 50% employer match about $209,575 at 4% or $139,717 at 6%; with 100% employer match about $157,181 at 4% or $104,788 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$89,501$25,149$12,575iApproximate average salary by contribution assumption: employee only about $314,363 at 4% or $209,575 at 6%; with 50% employer match about $209,575 at 4% or $139,717 at 6%; with 100% employer match about $157,181 at 4% or $104,788 at 6%.
200912$57,229$26,074$13,037iApproximate average salary by contribution assumption: employee only about $325,925 at 4% or $217,283 at 6%; with 50% employer match about $217,283 at 4% or $144,856 at 6%; with 100% employer match about $162,963 at 4% or $108,642 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$57,229$26,074$13,037iApproximate average salary by contribution assumption: employee only about $325,925 at 4% or $217,283 at 6%; with 50% employer match about $217,283 at 4% or $144,856 at 6%; with 100% employer match about $162,963 at 4% or $108,642 at 6%.
200812$26,531$26,531$13,266iApproximate average salary by contribution assumption: employee only about $331,638 at 4% or $221,092 at 6%; with 50% employer match about $221,092 at 4% or $147,394 at 6%; with 100% employer match about $165,819 at 4% or $110,546 at 6%.
Sandra L. Margoles, M.D. 401(K) Retirement Plan-2$26,531$26,531$13,266iApproximate average salary by contribution assumption: employee only about $331,638 at 4% or $221,092 at 6%; with 50% employer match about $221,092 at 4% or $147,394 at 6%; with 100% employer match about $165,819 at 4% or $110,546 at 6%.