Civic Intelligence

Barrett, Ross, Rothstein, Tufo, Lambert

Plan context: Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan

EIN 11-2539360 • Commack, NY • 19 filings • 5 plans

340 Veterans Highway, Suite 3Commack, NY 11725
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,940,661

2017 Contributions

$67,143

Historical Graphs

Total Assets Over Time

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

$1,940,661$970,331$0199920092017YearValue
$1,940,661Latest year 2017

Participants Over Time

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

630199920082017YearValue
4Latest year 2017

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
201714$1,940,661$67,143$16,786iApproximate average salary by contribution assumption: employee only about $419,644 at 4% or $279,763 at 6%; with 50% employer match about $279,763 at 4% or $186,508 at 6%; with 100% employer match about $209,822 at 4% or $139,881 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,940,661$67,143$16,786iApproximate average salary by contribution assumption: employee only about $419,644 at 4% or $279,763 at 6%; with 50% employer match about $279,763 at 4% or $186,508 at 6%; with 100% employer match about $209,822 at 4% or $139,881 at 6%.
201614$1,681,238$55,054$13,764iApproximate average salary by contribution assumption: employee only about $344,088 at 4% or $229,392 at 6%; with 50% employer match about $229,392 at 4% or $152,928 at 6%; with 100% employer match about $172,044 at 4% or $114,696 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,681,238$55,054$13,764iApproximate average salary by contribution assumption: employee only about $344,088 at 4% or $229,392 at 6%; with 50% employer match about $229,392 at 4% or $152,928 at 6%; with 100% employer match about $172,044 at 4% or $114,696 at 6%.
201514$1,519,797$57,354$14,339iApproximate average salary by contribution assumption: employee only about $358,463 at 4% or $238,975 at 6%; with 50% employer match about $238,975 at 4% or $159,317 at 6%; with 100% employer match about $179,231 at 4% or $119,488 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,519,797$57,354$14,339iApproximate average salary by contribution assumption: employee only about $358,463 at 4% or $238,975 at 6%; with 50% employer match about $238,975 at 4% or $159,317 at 6%; with 100% employer match about $179,231 at 4% or $119,488 at 6%.
201414$1,503,201$54,730$13,683iApproximate average salary by contribution assumption: employee only about $342,063 at 4% or $228,042 at 6%; with 50% employer match about $228,042 at 4% or $152,028 at 6%; with 100% employer match about $171,031 at 4% or $114,021 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,503,201$54,730$13,683iApproximate average salary by contribution assumption: employee only about $342,063 at 4% or $228,042 at 6%; with 50% employer match about $228,042 at 4% or $152,028 at 6%; with 100% employer match about $171,031 at 4% or $114,021 at 6%.
201314$1,402,579$58,293$14,573iApproximate average salary by contribution assumption: employee only about $364,331 at 4% or $242,888 at 6%; with 50% employer match about $242,888 at 4% or $161,925 at 6%; with 100% employer match about $182,166 at 4% or $121,444 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,402,579$58,293$14,573iApproximate average salary by contribution assumption: employee only about $364,331 at 4% or $242,888 at 6%; with 50% employer match about $242,888 at 4% or $161,925 at 6%; with 100% employer match about $182,166 at 4% or $121,444 at 6%.
201214$1,182,739$58,535$14,634iApproximate average salary by contribution assumption: employee only about $365,844 at 4% or $243,896 at 6%; with 50% employer match about $243,896 at 4% or $162,597 at 6%; with 100% employer match about $182,922 at 4% or $121,948 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$1,182,739$58,535$14,634iApproximate average salary by contribution assumption: employee only about $365,844 at 4% or $243,896 at 6%; with 50% employer match about $243,896 at 4% or $162,597 at 6%; with 100% employer match about $182,922 at 4% or $121,948 at 6%.
201114$995,158$57,087$14,272iApproximate average salary by contribution assumption: employee only about $356,794 at 4% or $237,863 at 6%; with 50% employer match about $237,863 at 4% or $158,575 at 6%; with 100% employer match about $178,397 at 4% or $118,931 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$995,158$57,087$14,272iApproximate average salary by contribution assumption: employee only about $356,794 at 4% or $237,863 at 6%; with 50% employer match about $237,863 at 4% or $158,575 at 6%; with 100% employer match about $178,397 at 4% or $118,931 at 6%.
201014$974,185$54,586$13,647iApproximate average salary by contribution assumption: employee only about $341,163 at 4% or $227,442 at 6%; with 50% employer match about $227,442 at 4% or $151,628 at 6%; with 100% employer match about $170,581 at 4% or $113,721 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$974,185$54,586$13,647iApproximate average salary by contribution assumption: employee only about $341,163 at 4% or $227,442 at 6%; with 50% employer match about $227,442 at 4% or $151,628 at 6%; with 100% employer match about $170,581 at 4% or $113,721 at 6%.
200914$817,940$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$817,940$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
200815$675,660$55,874$11,175iApproximate average salary by contribution assumption: employee only about $279,370 at 4% or $186,247 at 6%; with 50% employer match about $186,247 at 4% or $124,164 at 6%; with 100% employer match about $139,685 at 4% or $93,123 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5$675,660$55,874$11,175iApproximate average salary by contribution assumption: employee only about $279,370 at 4% or $186,247 at 6%; with 50% employer match about $186,247 at 4% or $124,164 at 6%; with 100% employer match about $139,685 at 4% or $93,123 at 6%.
200715$0$0-
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5---
200615$949,967$54,460$10,892iApproximate average salary by contribution assumption: employee only about $272,300 at 4% or $181,533 at 6%; with 50% employer match about $181,533 at 4% or $121,022 at 6%; with 100% employer match about $136,150 at 4% or $90,767 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5$949,967$54,460$10,892iApproximate average salary by contribution assumption: employee only about $272,300 at 4% or $181,533 at 6%; with 50% employer match about $181,533 at 4% or $121,022 at 6%; with 100% employer match about $136,150 at 4% or $90,767 at 6%.
200514$786,359$43,530$10,883iApproximate average salary by contribution assumption: employee only about $272,063 at 4% or $181,375 at 6%; with 50% employer match about $181,375 at 4% or $120,917 at 6%; with 100% employer match about $136,031 at 4% or $90,688 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$786,359$43,530$10,883iApproximate average salary by contribution assumption: employee only about $272,063 at 4% or $181,375 at 6%; with 50% employer match about $181,375 at 4% or $120,917 at 6%; with 100% employer match about $136,031 at 4% or $90,688 at 6%.
200414$675,641$43,020$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$675,641$43,020$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
200314$639,955$47,622$11,906iApproximate average salary by contribution assumption: employee only about $297,638 at 4% or $198,425 at 6%; with 50% employer match about $198,425 at 4% or $132,283 at 6%; with 100% employer match about $148,819 at 4% or $99,213 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-4$639,955$47,622$11,906iApproximate average salary by contribution assumption: employee only about $297,638 at 4% or $198,425 at 6%; with 50% employer match about $198,425 at 4% or $132,283 at 6%; with 100% employer match about $148,819 at 4% or $99,213 at 6%.
200215$486,057$44,771$8,954iApproximate average salary by contribution assumption: employee only about $223,855 at 4% or $149,237 at 6%; with 50% employer match about $149,237 at 4% or $99,491 at 6%; with 100% employer match about $111,928 at 4% or $74,618 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5$486,057$44,771$8,954iApproximate average salary by contribution assumption: employee only about $223,855 at 4% or $149,237 at 6%; with 50% employer match about $149,237 at 4% or $99,491 at 6%; with 100% employer match about $111,928 at 4% or $74,618 at 6%.
200115$558,445$43,657$8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,523 at 6%; with 50% employer match about $145,523 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5$558,445$43,657$8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,523 at 6%; with 50% employer match about $145,523 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%.
200015$542,413$49,470$9,894iApproximate average salary by contribution assumption: employee only about $247,350 at 4% or $164,900 at 6%; with 50% employer match about $164,900 at 4% or $109,933 at 6%; with 100% employer match about $123,675 at 4% or $82,450 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-5$542,413$49,470$9,894iApproximate average salary by contribution assumption: employee only about $247,350 at 4% or $164,900 at 6%; with 50% employer match about $164,900 at 4% or $109,933 at 6%; with 100% employer match about $123,675 at 4% or $82,450 at 6%.
199916$721,886$64,339$10,723iApproximate average salary by contribution assumption: employee only about $268,079 at 4% or $178,719 at 6%; with 50% employer match about $178,719 at 4% or $119,146 at 6%; with 100% employer match about $134,040 at 4% or $89,360 at 6%.
Barrett, Ross, Rothstein, Tufo, Lambert PC. 401K Plan-6$721,886$64,339$10,723iApproximate average salary by contribution assumption: employee only about $268,079 at 4% or $178,719 at 6%; with 50% employer match about $178,719 at 4% or $119,146 at 6%; with 100% employer match about $134,040 at 4% or $89,360 at 6%.