Marshall R. Kopelman, CPA
Plan context: Marshall R. Kopelman, CPA Profit Sharing Plan
EIN 11-3037470 • Garden City, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,919,061
2024 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,919,061 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $1,919,061 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2023 | 1 | 2 | $1,696,533 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $1,696,533 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2022 | 1 | 2 | $1,483,920 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $1,483,920 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2021 | 1 | 3 | $1,797,436 | $13,351 | $4,450iApproximate average salary by contribution assumption: employee only about $111,258 at 4% or $74,172 at 6%; with 50% employer match about $74,172 at 4% or $49,448 at 6%; with 100% employer match about $55,629 at 4% or $37,086 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $1,797,436 | $13,351 | $4,450iApproximate average salary by contribution assumption: employee only about $111,258 at 4% or $74,172 at 6%; with 50% employer match about $74,172 at 4% or $49,448 at 6%; with 100% employer match about $55,629 at 4% or $37,086 at 6%. |
| 2020 | 1 | 3 | $1,570,721 | $23,161 | $7,720iApproximate average salary by contribution assumption: employee only about $193,008 at 4% or $128,672 at 6%; with 50% employer match about $128,672 at 4% or $85,781 at 6%; with 100% employer match about $96,504 at 4% or $64,336 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $1,570,721 | $23,161 | $7,720iApproximate average salary by contribution assumption: employee only about $193,008 at 4% or $128,672 at 6%; with 50% employer match about $128,672 at 4% or $85,781 at 6%; with 100% employer match about $96,504 at 4% or $64,336 at 6%. |
| 2019 | 1 | 3 | $1,394,619 | $53,113 | $17,704iApproximate average salary by contribution assumption: employee only about $442,608 at 4% or $295,072 at 6%; with 50% employer match about $295,072 at 4% or $196,715 at 6%; with 100% employer match about $221,304 at 4% or $147,536 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $1,394,619 | $53,113 | $17,704iApproximate average salary by contribution assumption: employee only about $442,608 at 4% or $295,072 at 6%; with 50% employer match about $295,072 at 4% or $196,715 at 6%; with 100% employer match about $221,304 at 4% or $147,536 at 6%. |
| 2018 | 1 | 3 | $1,153,349 | $49,517 | $16,506iApproximate average salary by contribution assumption: employee only about $412,642 at 4% or $275,094 at 6%; with 50% employer match about $275,094 at 4% or $183,396 at 6%; with 100% employer match about $206,321 at 4% or $137,547 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $1,153,349 | $49,517 | $16,506iApproximate average salary by contribution assumption: employee only about $412,642 at 4% or $275,094 at 6%; with 50% employer match about $275,094 at 4% or $183,396 at 6%; with 100% employer match about $206,321 at 4% or $137,547 at 6%. |
| 2017 | 1 | 2 | $1,174,736 | $42,279 | $21,140iApproximate average salary by contribution assumption: employee only about $528,488 at 4% or $352,325 at 6%; with 50% employer match about $352,325 at 4% or $234,883 at 6%; with 100% employer match about $264,244 at 4% or $176,163 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $1,174,736 | $42,279 | $21,140iApproximate average salary by contribution assumption: employee only about $528,488 at 4% or $352,325 at 6%; with 50% employer match about $352,325 at 4% or $234,883 at 6%; with 100% employer match about $264,244 at 4% or $176,163 at 6%. |
| 2016 | 1 | 3 | $1,001,996 | $47,444 | $15,815iApproximate average salary by contribution assumption: employee only about $395,367 at 4% or $263,578 at 6%; with 50% employer match about $263,578 at 4% or $175,719 at 6%; with 100% employer match about $197,683 at 4% or $131,789 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $1,001,996 | $47,444 | $15,815iApproximate average salary by contribution assumption: employee only about $395,367 at 4% or $263,578 at 6%; with 50% employer match about $263,578 at 4% or $175,719 at 6%; with 100% employer match about $197,683 at 4% or $131,789 at 6%. |
| 2015 | 1 | 3 | $916,521 | $51,083 | $17,028iApproximate average salary by contribution assumption: employee only about $425,692 at 4% or $283,794 at 6%; with 50% employer match about $283,794 at 4% or $189,196 at 6%; with 100% employer match about $212,846 at 4% or $141,897 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $916,521 | $51,083 | $17,028iApproximate average salary by contribution assumption: employee only about $425,692 at 4% or $283,794 at 6%; with 50% employer match about $283,794 at 4% or $189,196 at 6%; with 100% employer match about $212,846 at 4% or $141,897 at 6%. |
| 2014 | 1 | 3 | $871,853 | $51,089 | $17,030iApproximate average salary by contribution assumption: employee only about $425,742 at 4% or $283,828 at 6%; with 50% employer match about $283,828 at 4% or $189,219 at 6%; with 100% employer match about $212,871 at 4% or $141,914 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $871,853 | $51,089 | $17,030iApproximate average salary by contribution assumption: employee only about $425,742 at 4% or $283,828 at 6%; with 50% employer match about $283,828 at 4% or $189,219 at 6%; with 100% employer match about $212,871 at 4% or $141,914 at 6%. |
| 2013 | 1 | 3 | $784,494 | $47,123 | $15,708iApproximate average salary by contribution assumption: employee only about $392,692 at 4% or $261,794 at 6%; with 50% employer match about $261,794 at 4% or $174,530 at 6%; with 100% employer match about $196,346 at 4% or $130,897 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $784,494 | $47,123 | $15,708iApproximate average salary by contribution assumption: employee only about $392,692 at 4% or $261,794 at 6%; with 50% employer match about $261,794 at 4% or $174,530 at 6%; with 100% employer match about $196,346 at 4% or $130,897 at 6%. |
| 2012 | 1 | 3 | $651,575 | $52,390 | $17,463iApproximate average salary by contribution assumption: employee only about $436,583 at 4% or $291,056 at 6%; with 50% employer match about $291,056 at 4% or $194,037 at 6%; with 100% employer match about $218,292 at 4% or $145,528 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $651,575 | $52,390 | $17,463iApproximate average salary by contribution assumption: employee only about $436,583 at 4% or $291,056 at 6%; with 50% employer match about $291,056 at 4% or $194,037 at 6%; with 100% employer match about $218,292 at 4% or $145,528 at 6%. |
| 2011 | 1 | 3 | $549,659 | $20,694 | $6,898iApproximate average salary by contribution assumption: employee only about $172,450 at 4% or $114,967 at 6%; with 50% employer match about $114,967 at 4% or $76,644 at 6%; with 100% employer match about $86,225 at 4% or $57,483 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $549,659 | $20,694 | $6,898iApproximate average salary by contribution assumption: employee only about $172,450 at 4% or $114,967 at 6%; with 50% employer match about $114,967 at 4% or $76,644 at 6%; with 100% employer match about $86,225 at 4% or $57,483 at 6%. |
| 2010 | 1 | 3 | $528,965 | $52,695 | $17,565iApproximate average salary by contribution assumption: employee only about $439,125 at 4% or $292,750 at 6%; with 50% employer match about $292,750 at 4% or $195,167 at 6%; with 100% employer match about $219,563 at 4% or $146,375 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $528,965 | $52,695 | $17,565iApproximate average salary by contribution assumption: employee only about $439,125 at 4% or $292,750 at 6%; with 50% employer match about $292,750 at 4% or $195,167 at 6%; with 100% employer match about $219,563 at 4% or $146,375 at 6%. |
| 2009 | 1 | 3 | $437,327 | $49,834 | $16,611iApproximate average salary by contribution assumption: employee only about $415,283 at 4% or $276,856 at 6%; with 50% employer match about $276,856 at 4% or $184,570 at 6%; with 100% employer match about $207,642 at 4% or $138,428 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $437,327 | $49,834 | $16,611iApproximate average salary by contribution assumption: employee only about $415,283 at 4% or $276,856 at 6%; with 50% employer match about $276,856 at 4% or $184,570 at 6%; with 100% employer match about $207,642 at 4% or $138,428 at 6%. |
| 2008 | 1 | 3 | $303,369 | $49,604 | $16,535iApproximate average salary by contribution assumption: employee only about $413,367 at 4% or $275,578 at 6%; with 50% employer match about $275,578 at 4% or $183,719 at 6%; with 100% employer match about $206,683 at 4% or $137,789 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $303,369 | $49,604 | $16,535iApproximate average salary by contribution assumption: employee only about $413,367 at 4% or $275,578 at 6%; with 50% employer match about $275,578 at 4% or $183,719 at 6%; with 100% employer match about $206,683 at 4% or $137,789 at 6%. |
| 2007 | 1 | 2 | $414,932 | $47,082 | $23,541iApproximate average salary by contribution assumption: employee only about $588,525 at 4% or $392,350 at 6%; with 50% employer match about $392,350 at 4% or $261,567 at 6%; with 100% employer match about $294,263 at 4% or $196,175 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $414,932 | $47,082 | $23,541iApproximate average salary by contribution assumption: employee only about $588,525 at 4% or $392,350 at 6%; with 50% employer match about $392,350 at 4% or $261,567 at 6%; with 100% employer match about $294,263 at 4% or $196,175 at 6%. |
| 2006 | 1 | 3 | $346,506 | $47,224 | $15,741iApproximate average salary by contribution assumption: employee only about $393,533 at 4% or $262,356 at 6%; with 50% employer match about $262,356 at 4% or $174,904 at 6%; with 100% employer match about $196,767 at 4% or $131,178 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $346,506 | $47,224 | $15,741iApproximate average salary by contribution assumption: employee only about $393,533 at 4% or $262,356 at 6%; with 50% employer match about $262,356 at 4% or $174,904 at 6%; with 100% employer match about $196,767 at 4% or $131,178 at 6%. |
| 2005 | 1 | 2 | $270,059 | $42,940 | $21,470iApproximate average salary by contribution assumption: employee only about $536,750 at 4% or $357,833 at 6%; with 50% employer match about $357,833 at 4% or $238,556 at 6%; with 100% employer match about $268,375 at 4% or $178,917 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $270,059 | $42,940 | $21,470iApproximate average salary by contribution assumption: employee only about $536,750 at 4% or $357,833 at 6%; with 50% employer match about $357,833 at 4% or $238,556 at 6%; with 100% employer match about $268,375 at 4% or $178,917 at 6%. |
| 2004 | 1 | 2 | $213,632 | $39,514 | $19,757iApproximate average salary by contribution assumption: employee only about $493,925 at 4% or $329,283 at 6%; with 50% employer match about $329,283 at 4% or $219,522 at 6%; with 100% employer match about $246,963 at 4% or $164,642 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $213,632 | $39,514 | $19,757iApproximate average salary by contribution assumption: employee only about $493,925 at 4% or $329,283 at 6%; with 50% employer match about $329,283 at 4% or $219,522 at 6%; with 100% employer match about $246,963 at 4% or $164,642 at 6%. |
| 2003 | 1 | 3 | $157,474 | $42,785 | $14,262iApproximate average salary by contribution assumption: employee only about $356,542 at 4% or $237,694 at 6%; with 50% employer match about $237,694 at 4% or $158,463 at 6%; with 100% employer match about $178,271 at 4% or $118,847 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $157,474 | $42,785 | $14,262iApproximate average salary by contribution assumption: employee only about $356,542 at 4% or $237,694 at 6%; with 50% employer match about $237,694 at 4% or $158,463 at 6%; with 100% employer match about $178,271 at 4% or $118,847 at 6%. |
| 2002 | 1 | 3 | $92,365 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $92,365 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2001 | 1 | 2 | $79,698 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $79,698 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2000 | 1 | 2 | $66,634 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 2 | $66,634 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 1999 | 1 | 3 | $41,595 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Marshall R. Kopelman, CPA Profit Sharing Plan | - | 3 | $41,595 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |