Max Finkelstein Inc.
Plan context: Max Finkelstein Inc. Retirement Plan Trust
EIN 11-1551149 • New York, NY • 31 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
361
2022 Assets
$39,762,823
2022 Contributions
$2,419,047
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $2,419,047 | - |
| Max Finkelstein Inc. Retirement Plan Trust | - | 0 | - | $2,419,047 | - |
| Max Finkelstein Health and Welfare Benefits | - | 0 | - | - | - |
| 2021 | 2 | 361 | $39,762,823 | $2,447,966 | $6,781iApproximate average salary by contribution assumption: employee only about $169,527 at 4% or $113,018 at 6%; with 50% employer match about $113,018 at 4% or $75,345 at 6%; with 100% employer match about $84,763 at 4% or $56,509 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 177 | $39,762,823 | $2,447,966 | $13,830iApproximate average salary by contribution assumption: employee only about $345,758 at 4% or $230,505 at 6%; with 50% employer match about $230,505 at 4% or $153,670 at 6%; with 100% employer match about $172,879 at 4% or $115,253 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 361 | - | - | - |
| 2020 | 2 | 176 | $36,229,099 | $2,120,652 | $12,049iApproximate average salary by contribution assumption: employee only about $301,229 at 4% or $200,819 at 6%; with 50% employer match about $200,819 at 4% or $133,880 at 6%; with 100% employer match about $150,614 at 4% or $100,410 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 170 | $36,229,099 | $2,120,652 | $12,474iApproximate average salary by contribution assumption: employee only about $311,861 at 4% or $207,907 at 6%; with 50% employer match about $207,907 at 4% or $138,605 at 6%; with 100% employer match about $155,930 at 4% or $103,954 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 176 | - | - | - |
| 2019 | 2 | 183 | $28,741,985 | $1,947,172 | $10,640iApproximate average salary by contribution assumption: employee only about $266,007 at 4% or $177,338 at 6%; with 50% employer match about $177,338 at 4% or $118,225 at 6%; with 100% employer match about $133,004 at 4% or $88,669 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 116 | $28,741,985 | $1,947,172 | $16,786iApproximate average salary by contribution assumption: employee only about $419,649 at 4% or $279,766 at 6%; with 50% employer match about $279,766 at 4% or $186,511 at 6%; with 100% employer match about $209,825 at 4% or $139,883 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 183 | - | - | - |
| 2018 | 2 | 133 | $22,165,009 | $1,868,163 | $14,046iApproximate average salary by contribution assumption: employee only about $351,158 at 4% or $234,106 at 6%; with 50% employer match about $234,106 at 4% or $156,070 at 6%; with 100% employer match about $175,579 at 4% or $117,053 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 107 | $22,165,009 | $1,868,163 | $17,459iApproximate average salary by contribution assumption: employee only about $436,487 at 4% or $290,991 at 6%; with 50% employer match about $290,991 at 4% or $193,994 at 6%; with 100% employer match about $218,243 at 4% or $145,496 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 133 | - | - | - |
| 2017 | 2 | 117 | $23,452,020 | $1,436,754 | $12,280iApproximate average salary by contribution assumption: employee only about $306,999 at 4% or $204,666 at 6%; with 50% employer match about $204,666 at 4% or $136,444 at 6%; with 100% employer match about $153,499 at 4% or $102,333 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 115 | $23,452,020 | $1,436,754 | $12,494iApproximate average salary by contribution assumption: employee only about $312,338 at 4% or $208,225 at 6%; with 50% employer match about $208,225 at 4% or $138,817 at 6%; with 100% employer match about $156,169 at 4% or $104,113 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 117 | - | - | - |
| 2016 | 2 | 115 | $20,144,598 | $1,405,647 | $12,223iApproximate average salary by contribution assumption: employee only about $305,575 at 4% or $203,717 at 6%; with 50% employer match about $203,717 at 4% or $135,811 at 6%; with 100% employer match about $152,788 at 4% or $101,858 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 110 | $20,144,598 | $1,405,647 | $12,779iApproximate average salary by contribution assumption: employee only about $319,465 at 4% or $212,977 at 6%; with 50% employer match about $212,977 at 4% or $141,985 at 6%; with 100% employer match about $159,733 at 4% or $106,488 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 115 | - | - | - |
| 2015 | 2 | 114 | $18,704,723 | $1,244,518 | $10,917iApproximate average salary by contribution assumption: employee only about $272,921 at 4% or $181,947 at 6%; with 50% employer match about $181,947 at 4% or $121,298 at 6%; with 100% employer match about $136,460 at 4% or $90,974 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 95 | $18,704,723 | $1,244,518 | $13,100iApproximate average salary by contribution assumption: employee only about $327,505 at 4% or $218,336 at 6%; with 50% employer match about $218,336 at 4% or $145,558 at 6%; with 100% employer match about $163,752 at 4% or $109,168 at 6%. |
| Max Finkelstein Health and Welfare Benefits | - | 114 | - | - | - |
| 2014 | 1 | 93 | $18,531,712 | $1,241,530 | $13,350iApproximate average salary by contribution assumption: employee only about $333,745 at 4% or $222,496 at 6%; with 50% employer match about $222,496 at 4% or $148,331 at 6%; with 100% employer match about $166,872 at 4% or $111,248 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 93 | $18,531,712 | $1,241,530 | $13,350iApproximate average salary by contribution assumption: employee only about $333,745 at 4% or $222,496 at 6%; with 50% employer match about $222,496 at 4% or $148,331 at 6%; with 100% employer match about $166,872 at 4% or $111,248 at 6%. |
| 2013 | 1 | 86 | $17,131,893 | $1,045,772 | $12,160iApproximate average salary by contribution assumption: employee only about $304,003 at 4% or $202,669 at 6%; with 50% employer match about $202,669 at 4% or $135,113 at 6%; with 100% employer match about $152,002 at 4% or $101,334 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 86 | $17,131,893 | $1,045,772 | $12,160iApproximate average salary by contribution assumption: employee only about $304,003 at 4% or $202,669 at 6%; with 50% employer match about $202,669 at 4% or $135,113 at 6%; with 100% employer match about $152,002 at 4% or $101,334 at 6%. |
| 2012 | 1 | 97 | $14,519,419 | $1,070,531 | $11,036iApproximate average salary by contribution assumption: employee only about $275,910 at 4% or $183,940 at 6%; with 50% employer match about $183,940 at 4% or $122,627 at 6%; with 100% employer match about $137,955 at 4% or $91,970 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 97 | $14,519,419 | $1,070,531 | $11,036iApproximate average salary by contribution assumption: employee only about $275,910 at 4% or $183,940 at 6%; with 50% employer match about $183,940 at 4% or $122,627 at 6%; with 100% employer match about $137,955 at 4% or $91,970 at 6%. |
| 2011 | 1 | 74 | $12,656,560 | $912,880 | $12,336iApproximate average salary by contribution assumption: employee only about $308,405 at 4% or $205,604 at 6%; with 50% employer match about $205,604 at 4% or $137,069 at 6%; with 100% employer match about $154,203 at 4% or $102,802 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 74 | $12,656,560 | $912,880 | $12,336iApproximate average salary by contribution assumption: employee only about $308,405 at 4% or $205,604 at 6%; with 50% employer match about $205,604 at 4% or $137,069 at 6%; with 100% employer match about $154,203 at 4% or $102,802 at 6%. |
| 2010 | 1 | 65 | $13,264,837 | $833,653 | $12,825iApproximate average salary by contribution assumption: employee only about $320,636 at 4% or $213,757 at 6%; with 50% employer match about $213,757 at 4% or $142,505 at 6%; with 100% employer match about $160,318 at 4% or $106,879 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 65 | $13,264,837 | $833,653 | $12,825iApproximate average salary by contribution assumption: employee only about $320,636 at 4% or $213,757 at 6%; with 50% employer match about $213,757 at 4% or $142,505 at 6%; with 100% employer match about $160,318 at 4% or $106,879 at 6%. |
| 2009 | 1 | 76 | $12,117,951 | $902,380 | $11,873iApproximate average salary by contribution assumption: employee only about $296,836 at 4% or $197,890 at 6%; with 50% employer match about $197,890 at 4% or $131,927 at 6%; with 100% employer match about $148,418 at 4% or $98,945 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 76 | $12,117,951 | $902,380 | $11,873iApproximate average salary by contribution assumption: employee only about $296,836 at 4% or $197,890 at 6%; with 50% employer match about $197,890 at 4% or $131,927 at 6%; with 100% employer match about $148,418 at 4% or $98,945 at 6%. |
| 2008 | 1 | 59 | $9,391,184 | $927,031 | $15,712iApproximate average salary by contribution assumption: employee only about $392,810 at 4% or $261,873 at 6%; with 50% employer match about $261,873 at 4% or $174,582 at 6%; with 100% employer match about $196,405 at 4% or $130,937 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 59 | $9,391,184 | $927,031 | $15,712iApproximate average salary by contribution assumption: employee only about $392,810 at 4% or $261,873 at 6%; with 50% employer match about $261,873 at 4% or $174,582 at 6%; with 100% employer match about $196,405 at 4% or $130,937 at 6%. |
| 2007 | 1 | 62 | $12,602,738 | $934,234 | $15,068iApproximate average salary by contribution assumption: employee only about $376,707 at 4% or $251,138 at 6%; with 50% employer match about $251,138 at 4% or $167,425 at 6%; with 100% employer match about $188,354 at 4% or $125,569 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 62 | $12,602,738 | $934,234 | $15,068iApproximate average salary by contribution assumption: employee only about $376,707 at 4% or $251,138 at 6%; with 50% employer match about $251,138 at 4% or $167,425 at 6%; with 100% employer match about $188,354 at 4% or $125,569 at 6%. |
| 2006 | 1 | 58 | $10,609,714 | $901,470 | $15,543iApproximate average salary by contribution assumption: employee only about $388,565 at 4% or $259,043 at 6%; with 50% employer match about $259,043 at 4% or $172,695 at 6%; with 100% employer match about $194,282 at 4% or $129,522 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 58 | $10,609,714 | $901,470 | $15,543iApproximate average salary by contribution assumption: employee only about $388,565 at 4% or $259,043 at 6%; with 50% employer match about $259,043 at 4% or $172,695 at 6%; with 100% employer match about $194,282 at 4% or $129,522 at 6%. |
| 2005 | 1 | 68 | $9,144,677 | $842,318 | $12,387iApproximate average salary by contribution assumption: employee only about $309,676 at 4% or $206,450 at 6%; with 50% employer match about $206,450 at 4% or $137,634 at 6%; with 100% employer match about $154,838 at 4% or $103,225 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 68 | $9,144,677 | $842,318 | $12,387iApproximate average salary by contribution assumption: employee only about $309,676 at 4% or $206,450 at 6%; with 50% employer match about $206,450 at 4% or $137,634 at 6%; with 100% employer match about $154,838 at 4% or $103,225 at 6%. |
| 2004 | 1 | 59 | $7,927,773 | $815,226 | $13,817iApproximate average salary by contribution assumption: employee only about $345,435 at 4% or $230,290 at 6%; with 50% employer match about $230,290 at 4% or $153,527 at 6%; with 100% employer match about $172,717 at 4% or $115,145 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 59 | $7,927,773 | $815,226 | $13,817iApproximate average salary by contribution assumption: employee only about $345,435 at 4% or $230,290 at 6%; with 50% employer match about $230,290 at 4% or $153,527 at 6%; with 100% employer match about $172,717 at 4% or $115,145 at 6%. |
| 2003 | 1 | 59 | $6,697,953 | $787,269 | $13,344iApproximate average salary by contribution assumption: employee only about $333,589 at 4% or $222,392 at 6%; with 50% employer match about $222,392 at 4% or $148,262 at 6%; with 100% employer match about $166,794 at 4% or $111,196 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 59 | $6,697,953 | $787,269 | $13,344iApproximate average salary by contribution assumption: employee only about $333,589 at 4% or $222,392 at 6%; with 50% employer match about $222,392 at 4% or $148,262 at 6%; with 100% employer match about $166,794 at 4% or $111,196 at 6%. |
| 2002 | 1 | 50 | $5,227,973 | $714,448 | $14,289iApproximate average salary by contribution assumption: employee only about $357,224 at 4% or $238,149 at 6%; with 50% employer match about $238,149 at 4% or $158,766 at 6%; with 100% employer match about $178,612 at 4% or $119,075 at 6%. |
| Max Finkelstein Inc. Retirement Plan Trust | - | 50 | $5,227,973 | $714,448 | $14,289iApproximate average salary by contribution assumption: employee only about $357,224 at 4% or $238,149 at 6%; with 50% employer match about $238,149 at 4% or $158,766 at 6%; with 100% employer match about $178,612 at 4% or $119,075 at 6%. |
| 2001 | 1 | 50 | $0 | $0 | - |
| Max Finkelstein Inc. Retirement Plan Trust | - | 50 | - | - | - |
| 2000 | 1 | 60 | $0 | $0 | - |
| Max Finkelstein Inc. Retirement Plan Trust | - | 60 | - | - | - |