Civic Intelligence

Collard & Roe PC

Plan context: Collard & Re Retirement Savings Plan

EIN 11-2481988 • Roslyn, NY • 23 filings • 4 plans

1077 Northern Blvd.Roslyn, NY 11576
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$9,087,157

2024 Contributions

$255,591

Historical Graphs

Total Assets Over Time

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

$9,087,157$4,543,579$0199920152024YearValue
$9,087,157Latest year 2024

Participants Over Time

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

25130199920142024YearValue
23Latest 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
2024123$9,087,157$255,591$11,113iApproximate average salary by contribution assumption: employee only about $277,816 at 4% or $185,211 at 6%; with 50% employer match about $185,211 at 4% or $123,474 at 6%; with 100% employer match about $138,908 at 4% or $92,605 at 6%.
Collard & Re Retirement Savings Plan-23$9,087,157$255,591$11,113iApproximate average salary by contribution assumption: employee only about $277,816 at 4% or $185,211 at 6%; with 50% employer match about $185,211 at 4% or $123,474 at 6%; with 100% employer match about $138,908 at 4% or $92,605 at 6%.
2023117$8,663,721$239,536$14,090iApproximate average salary by contribution assumption: employee only about $352,259 at 4% or $234,839 at 6%; with 50% employer match about $234,839 at 4% or $156,559 at 6%; with 100% employer match about $176,129 at 4% or $117,420 at 6%.
Collard & Re Retirement Savings Plan-17$8,663,721$239,536$14,090iApproximate average salary by contribution assumption: employee only about $352,259 at 4% or $234,839 at 6%; with 50% employer match about $234,839 at 4% or $156,559 at 6%; with 100% employer match about $176,129 at 4% or $117,420 at 6%.
2022117$7,099,979$224,312$13,195iApproximate average salary by contribution assumption: employee only about $329,871 at 4% or $219,914 at 6%; with 50% employer match about $219,914 at 4% or $146,609 at 6%; with 100% employer match about $164,935 at 4% or $109,957 at 6%.
Collard & Re Retirement Savings Plan-17$7,099,979$224,312$13,195iApproximate average salary by contribution assumption: employee only about $329,871 at 4% or $219,914 at 6%; with 50% employer match about $219,914 at 4% or $146,609 at 6%; with 100% employer match about $164,935 at 4% or $109,957 at 6%.
2021119$6,194,090$231,859$12,203iApproximate average salary by contribution assumption: employee only about $305,078 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,693 at 6%.
Collard & Re Retirement Savings Plan-19$6,194,090$231,859$12,203iApproximate average salary by contribution assumption: employee only about $305,078 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,693 at 6%.
2020119$8,321,929$264,468$13,919iApproximate average salary by contribution assumption: employee only about $347,984 at 4% or $231,989 at 6%; with 50% employer match about $231,989 at 4% or $154,660 at 6%; with 100% employer match about $173,992 at 4% or $115,995 at 6%.
Collard & Re Retirement Savings Plan-19$8,321,929$264,468$13,919iApproximate average salary by contribution assumption: employee only about $347,984 at 4% or $231,989 at 6%; with 50% employer match about $231,989 at 4% or $154,660 at 6%; with 100% employer match about $173,992 at 4% or $115,995 at 6%.
2019121$6,814,951$197,331$9,397iApproximate average salary by contribution assumption: employee only about $234,918 at 4% or $156,612 at 6%; with 50% employer match about $156,612 at 4% or $104,408 at 6%; with 100% employer match about $117,459 at 4% or $78,306 at 6%.
Collard & Re Retirement Savings Plan-21$6,814,951$197,331$9,397iApproximate average salary by contribution assumption: employee only about $234,918 at 4% or $156,612 at 6%; with 50% employer match about $156,612 at 4% or $104,408 at 6%; with 100% employer match about $117,459 at 4% or $78,306 at 6%.
2018124$6,049,633$503,390$20,975iApproximate average salary by contribution assumption: employee only about $524,365 at 4% or $349,576 at 6%; with 50% employer match about $349,576 at 4% or $233,051 at 6%; with 100% employer match about $262,182 at 4% or $174,788 at 6%.
Collard & Re Retirement Savings Plan-24$6,049,633$503,390$20,975iApproximate average salary by contribution assumption: employee only about $524,365 at 4% or $349,576 at 6%; with 50% employer match about $349,576 at 4% or $233,051 at 6%; with 100% employer match about $262,182 at 4% or $174,788 at 6%.
2017125$5,574,943$359,876$14,395iApproximate average salary by contribution assumption: employee only about $359,876 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,945 at 6%; with 100% employer match about $179,938 at 4% or $119,959 at 6%.
Collard & Re Retirement Savings Plan-25$5,574,943$359,876$14,395iApproximate average salary by contribution assumption: employee only about $359,876 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,945 at 6%; with 100% employer match about $179,938 at 4% or $119,959 at 6%.
2016124$4,882,391$356,924$14,872iApproximate average salary by contribution assumption: employee only about $371,796 at 4% or $247,864 at 6%; with 50% employer match about $247,864 at 4% or $165,243 at 6%; with 100% employer match about $185,898 at 4% or $123,932 at 6%.
Collard & Re Retirement Savings Plan-24$4,882,391$356,924$14,872iApproximate average salary by contribution assumption: employee only about $371,796 at 4% or $247,864 at 6%; with 50% employer match about $247,864 at 4% or $165,243 at 6%; with 100% employer match about $185,898 at 4% or $123,932 at 6%.
2015125$4,062,648$342,495$13,700iApproximate average salary by contribution assumption: employee only about $342,495 at 4% or $228,330 at 6%; with 50% employer match about $228,330 at 4% or $152,220 at 6%; with 100% employer match about $171,248 at 4% or $114,165 at 6%.
Collard & Re Retirement Savings Plan-25$4,062,648$342,495$13,700iApproximate average salary by contribution assumption: employee only about $342,495 at 4% or $228,330 at 6%; with 50% employer match about $228,330 at 4% or $152,220 at 6%; with 100% employer match about $171,248 at 4% or $114,165 at 6%.
2014124$3,454,297$326,079$13,587iApproximate average salary by contribution assumption: employee only about $339,666 at 4% or $226,444 at 6%; with 50% employer match about $226,444 at 4% or $150,963 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%.
Collard & Re Retirement Savings Plan-24$3,454,297$326,079$13,587iApproximate average salary by contribution assumption: employee only about $339,666 at 4% or $226,444 at 6%; with 50% employer match about $226,444 at 4% or $150,963 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%.
2013123$3,133,810$292,800$12,730iApproximate average salary by contribution assumption: employee only about $318,261 at 4% or $212,174 at 6%; with 50% employer match about $212,174 at 4% or $141,449 at 6%; with 100% employer match about $159,130 at 4% or $106,087 at 6%.
Collard & Re Retirement Savings Plan-23$3,133,810$292,800$12,730iApproximate average salary by contribution assumption: employee only about $318,261 at 4% or $212,174 at 6%; with 50% employer match about $212,174 at 4% or $141,449 at 6%; with 100% employer match about $159,130 at 4% or $106,087 at 6%.
2012124$2,651,170$300,911$12,538iApproximate average salary by contribution assumption: employee only about $313,449 at 4% or $208,966 at 6%; with 50% employer match about $208,966 at 4% or $139,311 at 6%; with 100% employer match about $156,724 at 4% or $104,483 at 6%.
Collard & Re Retirement Savings Plan-24$2,651,170$300,911$12,538iApproximate average salary by contribution assumption: employee only about $313,449 at 4% or $208,966 at 6%; with 50% employer match about $208,966 at 4% or $139,311 at 6%; with 100% employer match about $156,724 at 4% or $104,483 at 6%.
2011125$2,146,015$275,603$11,024iApproximate average salary by contribution assumption: employee only about $275,603 at 4% or $183,735 at 6%; with 50% employer match about $183,735 at 4% or $122,490 at 6%; with 100% employer match about $137,802 at 4% or $91,868 at 6%.
Collard & Re Retirement Savings Plan-25$2,146,015$275,603$11,024iApproximate average salary by contribution assumption: employee only about $275,603 at 4% or $183,735 at 6%; with 50% employer match about $183,735 at 4% or $122,490 at 6%; with 100% employer match about $137,802 at 4% or $91,868 at 6%.
2010125$1,661,630$258,863$10,355iApproximate average salary by contribution assumption: employee only about $258,863 at 4% or $172,575 at 6%; with 50% employer match about $172,575 at 4% or $115,050 at 6%; with 100% employer match about $129,432 at 4% or $86,288 at 6%.
Collard & Re Retirement Savings Plan-25$1,661,630$258,863$10,355iApproximate average salary by contribution assumption: employee only about $258,863 at 4% or $172,575 at 6%; with 50% employer match about $172,575 at 4% or $115,050 at 6%; with 100% employer match about $129,432 at 4% or $86,288 at 6%.
2009325$2,082,597$644,465$25,779iApproximate average salary by contribution assumption: employee only about $644,465 at 4% or $429,643 at 6%; with 50% employer match about $429,643 at 4% or $286,429 at 6%; with 100% employer match about $322,233 at 4% or $214,822 at 6%.
Collard & Re Retirement Savings Plan-25$1,471,700$273,048$10,922iApproximate average salary by contribution assumption: employee only about $273,048 at 4% or $182,032 at 6%; with 50% employer match about $182,032 at 4% or $121,355 at 6%; with 100% employer match about $136,524 at 4% or $91,016 at 6%.
Collard & Re Retirement Savings Plan-25$393,794$162,614$6,505iApproximate average salary by contribution assumption: employee only about $162,614 at 4% or $108,409 at 6%; with 50% employer match about $108,409 at 4% or $72,273 at 6%; with 100% employer match about $81,307 at 4% or $54,205 at 6%.
Collard & Re Retirement Savings Plan-24$217,103$208,803$8,700iApproximate average salary by contribution assumption: employee only about $217,503 at 4% or $145,002 at 6%; with 50% employer match about $145,002 at 4% or $96,668 at 6%; with 100% employer match about $108,752 at 4% or $72,501 at 6%.
2007125$0$0-
Collard & Re Retirement Savings Plan-25---
2003117$1,109,235$136,938$8,055iApproximate average salary by contribution assumption: employee only about $201,379 at 4% or $134,253 at 6%; with 50% employer match about $134,253 at 4% or $89,502 at 6%; with 100% employer match about $100,690 at 4% or $67,126 at 6%.
Collard & Roe PC Profit Sharing Plan-17$1,109,235$136,938$8,055iApproximate average salary by contribution assumption: employee only about $201,379 at 4% or $134,253 at 6%; with 50% employer match about $134,253 at 4% or $89,502 at 6%; with 100% employer match about $100,690 at 4% or $67,126 at 6%.
2002115$923,741$163,535$10,902iApproximate average salary by contribution assumption: employee only about $272,558 at 4% or $181,706 at 6%; with 50% employer match about $181,706 at 4% or $121,137 at 6%; with 100% employer match about $136,279 at 4% or $90,853 at 6%.
Collard & Roe PC Profit Sharing Plan-15$923,741$163,535$10,902iApproximate average salary by contribution assumption: employee only about $272,558 at 4% or $181,706 at 6%; with 50% employer match about $181,706 at 4% or $121,137 at 6%; with 100% employer match about $136,279 at 4% or $90,853 at 6%.
2001114$0$0-
Collard & Roe PC Profit Sharing Plan-14---
1999111$965,191$78,956$7,178iApproximate average salary by contribution assumption: employee only about $179,445 at 4% or $119,630 at 6%; with 50% employer match about $119,630 at 4% or $79,754 at 6%; with 100% employer match about $89,723 at 4% or $59,815 at 6%.
Collard & Roe PC Profit Sharing Plan-11$965,191$78,956$7,178iApproximate average salary by contribution assumption: employee only about $179,445 at 4% or $119,630 at 6%; with 50% employer match about $119,630 at 4% or $79,754 at 6%; with 100% employer match about $89,723 at 4% or $59,815 at 6%.