Civic Intelligence

Alan Boockvar

Plan context: Charles Schwab & Co Profit Sharing Plan for Alan Boockvar

EIN 11-2414604 • Mineola, NY • 27 filings • 3 plans

120 Front StreetMineola, NY 11501
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,578,115

2025 Contributions

$19,407

Historical Graphs

Total Assets Over Time

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

$1,578,115$789,058$0200020132025YearValue
$1,578,115Latest year 2025

Participants Over Time

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

210200020122025YearValue
2Latest year 2025

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
202512$1,578,115$0-
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$1,578,115--
202412$901,881$0-
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$901,881--
202312$790,344$0-
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$790,344--
202210$754,422$0-
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar--$754,422--
202112$892,488$19,407$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,725 at 6%; with 50% employer match about $161,725 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$892,488$19,407$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,725 at 6%; with 50% employer match about $161,725 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
202010$872,269$2,713-
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar--$872,269$2,713-
201912$761,574$4,227$2,114iApproximate average salary by contribution assumption: employee only about $52,838 at 4% or $35,225 at 6%; with 50% employer match about $35,225 at 4% or $23,483 at 6%; with 100% employer match about $26,419 at 4% or $17,613 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$761,574$4,227$2,114iApproximate average salary by contribution assumption: employee only about $52,838 at 4% or $35,225 at 6%; with 50% employer match about $35,225 at 4% or $23,483 at 6%; with 100% employer match about $26,419 at 4% or $17,613 at 6%.
201812$666,439$5,235$2,618iApproximate average salary by contribution assumption: employee only about $65,438 at 4% or $43,625 at 6%; with 50% employer match about $43,625 at 4% or $29,083 at 6%; with 100% employer match about $32,719 at 4% or $21,813 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$666,439$5,235$2,618iApproximate average salary by contribution assumption: employee only about $65,438 at 4% or $43,625 at 6%; with 50% employer match about $43,625 at 4% or $29,083 at 6%; with 100% employer match about $32,719 at 4% or $21,813 at 6%.
201712$713,538$4,437$2,219iApproximate average salary by contribution assumption: employee only about $55,463 at 4% or $36,975 at 6%; with 50% employer match about $36,975 at 4% or $24,650 at 6%; with 100% employer match about $27,731 at 4% or $18,488 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$713,538$4,437$2,219iApproximate average salary by contribution assumption: employee only about $55,463 at 4% or $36,975 at 6%; with 50% employer match about $36,975 at 4% or $24,650 at 6%; with 100% employer match about $27,731 at 4% or $18,488 at 6%.
201612$667,245$7,162$3,581iApproximate average salary by contribution assumption: employee only about $89,525 at 4% or $59,683 at 6%; with 50% employer match about $59,683 at 4% or $39,789 at 6%; with 100% employer match about $44,763 at 4% or $29,842 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$667,245$7,162$3,581iApproximate average salary by contribution assumption: employee only about $89,525 at 4% or $59,683 at 6%; with 50% employer match about $59,683 at 4% or $39,789 at 6%; with 100% employer match about $44,763 at 4% or $29,842 at 6%.
201512$599,684$5,018$2,509iApproximate average salary by contribution assumption: employee only about $62,725 at 4% or $41,817 at 6%; with 50% employer match about $41,817 at 4% or $27,878 at 6%; with 100% employer match about $31,363 at 4% or $20,908 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$599,684$5,018$2,509iApproximate average salary by contribution assumption: employee only about $62,725 at 4% or $41,817 at 6%; with 50% employer match about $41,817 at 4% or $27,878 at 6%; with 100% employer match about $31,363 at 4% or $20,908 at 6%.
201412$638,922$5,794$2,897iApproximate average salary by contribution assumption: employee only about $72,425 at 4% or $48,283 at 6%; with 50% employer match about $48,283 at 4% or $32,189 at 6%; with 100% employer match about $36,213 at 4% or $24,142 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$638,922$5,794$2,897iApproximate average salary by contribution assumption: employee only about $72,425 at 4% or $48,283 at 6%; with 50% employer match about $48,283 at 4% or $32,189 at 6%; with 100% employer match about $36,213 at 4% or $24,142 at 6%.
201312$659,723$5,003$2,502iApproximate average salary by contribution assumption: employee only about $62,538 at 4% or $41,692 at 6%; with 50% employer match about $41,692 at 4% or $27,794 at 6%; with 100% employer match about $31,269 at 4% or $20,846 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$659,723$5,003$2,502iApproximate average salary by contribution assumption: employee only about $62,538 at 4% or $41,692 at 6%; with 50% employer match about $41,692 at 4% or $27,794 at 6%; with 100% employer match about $31,269 at 4% or $20,846 at 6%.
201212$824,303$5,952$2,976iApproximate average salary by contribution assumption: employee only about $74,400 at 4% or $49,600 at 6%; with 50% employer match about $49,600 at 4% or $33,067 at 6%; with 100% employer match about $37,200 at 4% or $24,800 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$824,303$5,952$2,976iApproximate average salary by contribution assumption: employee only about $74,400 at 4% or $49,600 at 6%; with 50% employer match about $49,600 at 4% or $33,067 at 6%; with 100% employer match about $37,200 at 4% or $24,800 at 6%.
201112$786,680$5,885$2,943iApproximate average salary by contribution assumption: employee only about $73,563 at 4% or $49,042 at 6%; with 50% employer match about $49,042 at 4% or $32,694 at 6%; with 100% employer match about $36,781 at 4% or $24,521 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$786,680$5,885$2,943iApproximate average salary by contribution assumption: employee only about $73,563 at 4% or $49,042 at 6%; with 50% employer match about $49,042 at 4% or $32,694 at 6%; with 100% employer match about $36,781 at 4% or $24,521 at 6%.
201012$798,292$8,047$4,024iApproximate average salary by contribution assumption: employee only about $100,588 at 4% or $67,058 at 6%; with 50% employer match about $67,058 at 4% or $44,706 at 6%; with 100% employer match about $50,294 at 4% or $33,529 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$798,292$8,047$4,024iApproximate average salary by contribution assumption: employee only about $100,588 at 4% or $67,058 at 6%; with 50% employer match about $67,058 at 4% or $44,706 at 6%; with 100% employer match about $50,294 at 4% or $33,529 at 6%.
200912$648,605$9,713$4,857iApproximate average salary by contribution assumption: employee only about $121,413 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$648,605$9,713$4,857iApproximate average salary by contribution assumption: employee only about $121,413 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
200812$588,726$9,635$4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$588,726$9,635$4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%.
200712$664,112$8,543$4,272iApproximate average salary by contribution assumption: employee only about $106,788 at 4% or $71,192 at 6%; with 50% employer match about $71,192 at 4% or $47,461 at 6%; with 100% employer match about $53,394 at 4% or $35,596 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$664,112$8,543$4,272iApproximate average salary by contribution assumption: employee only about $106,788 at 4% or $71,192 at 6%; with 50% employer match about $71,192 at 4% or $47,461 at 6%; with 100% employer match about $53,394 at 4% or $35,596 at 6%.
200612$570,402$12,069$6,035iApproximate average salary by contribution assumption: employee only about $150,863 at 4% or $100,575 at 6%; with 50% employer match about $100,575 at 4% or $67,050 at 6%; with 100% employer match about $75,431 at 4% or $50,288 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$570,402$12,069$6,035iApproximate average salary by contribution assumption: employee only about $150,863 at 4% or $100,575 at 6%; with 50% employer match about $100,575 at 4% or $67,050 at 6%; with 100% employer match about $75,431 at 4% or $50,288 at 6%.
200512$436,801$8,507$4,254iApproximate average salary by contribution assumption: employee only about $106,338 at 4% or $70,892 at 6%; with 50% employer match about $70,892 at 4% or $47,261 at 6%; with 100% employer match about $53,169 at 4% or $35,446 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$436,801$8,507$4,254iApproximate average salary by contribution assumption: employee only about $106,338 at 4% or $70,892 at 6%; with 50% employer match about $70,892 at 4% or $47,261 at 6%; with 100% employer match about $53,169 at 4% or $35,446 at 6%.
200412$407,752$11,344$5,672iApproximate average salary by contribution assumption: employee only about $141,800 at 4% or $94,533 at 6%; with 50% employer match about $94,533 at 4% or $63,022 at 6%; with 100% employer match about $70,900 at 4% or $47,267 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$407,752$11,344$5,672iApproximate average salary by contribution assumption: employee only about $141,800 at 4% or $94,533 at 6%; with 50% employer match about $94,533 at 4% or $63,022 at 6%; with 100% employer match about $70,900 at 4% or $47,267 at 6%.
200322$387,820$387,820$193,910iApproximate average salary by contribution assumption: employee only about $4,847,750 at 4% or $3,231,833 at 6%; with 50% employer match about $3,231,833 at 4% or $2,154,556 at 6%; with 100% employer match about $2,423,875 at 4% or $1,615,917 at 6%.
Charles Schwab & Co Profit Sharing Plan for Alan Boockvar-2$387,820$387,820$193,910iApproximate average salary by contribution assumption: employee only about $4,847,750 at 4% or $3,231,833 at 6%; with 50% employer match about $3,231,833 at 4% or $2,154,556 at 6%; with 100% employer match about $2,423,875 at 4% or $1,615,917 at 6%.
Alan Boockvar Self Employed Profit Sharing Plan Janus Fund-0---
200210$368,659$0-
Alan Boockvar Self Employed Profit Sharing Plan Janus Fund-0$368,659--
200111$0$0-
Alan Boockvar Self Employed Profit Sharing Plan Janus Fund-1---
200012$330,266$16,848$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.
Alan Boockvar Self Employed Profit Sharing Plan Janus Fund-2$330,266$16,848$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.