Sherman, Federman, Donovan & Sambur
Plan context: Sherman Federman Sambur & Levine 401(K) Plan
EIN 11-3039659 • Bay Shore, NY • 51 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
71
2024 Assets
$10,686,712
2024 Contributions
$797,030
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 | 71 | $10,686,712 | $797,030 | $11,226iApproximate average salary by contribution assumption: employee only about $280,644 at 4% or $187,096 at 6%; with 50% employer match about $187,096 at 4% or $124,731 at 6%; with 100% employer match about $140,322 at 4% or $93,548 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 71 | $10,686,712 | $797,030 | $11,226iApproximate average salary by contribution assumption: employee only about $280,644 at 4% or $187,096 at 6%; with 50% employer match about $187,096 at 4% or $124,731 at 6%; with 100% employer match about $140,322 at 4% or $93,548 at 6%. |
| 2023 | 1 | 67 | $11,264,029 | $743,924 | $11,103iApproximate average salary by contribution assumption: employee only about $277,584 at 4% or $185,056 at 6%; with 50% employer match about $185,056 at 4% or $123,370 at 6%; with 100% employer match about $138,792 at 4% or $92,528 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 67 | $11,264,029 | $743,924 | $11,103iApproximate average salary by contribution assumption: employee only about $277,584 at 4% or $185,056 at 6%; with 50% employer match about $185,056 at 4% or $123,370 at 6%; with 100% employer match about $138,792 at 4% or $92,528 at 6%. |
| 2022 | 1 | 66 | $9,143,617 | $711,480 | $10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 66 | $9,143,617 | $711,480 | $10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%. |
| 2021 | 1 | 60 | $10,382,411 | $562,281 | $9,371iApproximate average salary by contribution assumption: employee only about $234,284 at 4% or $156,189 at 6%; with 50% employer match about $156,189 at 4% or $104,126 at 6%; with 100% employer match about $117,142 at 4% or $78,095 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 60 | $10,382,411 | $562,281 | $9,371iApproximate average salary by contribution assumption: employee only about $234,284 at 4% or $156,189 at 6%; with 50% employer match about $156,189 at 4% or $104,126 at 6%; with 100% employer match about $117,142 at 4% or $78,095 at 6%. |
| 2020 | 1 | 55 | $8,962,085 | $648,995 | $11,800iApproximate average salary by contribution assumption: employee only about $294,998 at 4% or $196,665 at 6%; with 50% employer match about $196,665 at 4% or $131,110 at 6%; with 100% employer match about $147,499 at 4% or $98,333 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 55 | $8,962,085 | $648,995 | $11,800iApproximate average salary by contribution assumption: employee only about $294,998 at 4% or $196,665 at 6%; with 50% employer match about $196,665 at 4% or $131,110 at 6%; with 100% employer match about $147,499 at 4% or $98,333 at 6%. |
| 2019 | 1 | 55 | $7,557,793 | $587,059 | $10,674iApproximate average salary by contribution assumption: employee only about $266,845 at 4% or $177,897 at 6%; with 50% employer match about $177,897 at 4% or $118,598 at 6%; with 100% employer match about $133,423 at 4% or $88,948 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 55 | $7,557,793 | $587,059 | $10,674iApproximate average salary by contribution assumption: employee only about $266,845 at 4% or $177,897 at 6%; with 50% employer match about $177,897 at 4% or $118,598 at 6%; with 100% employer match about $133,423 at 4% or $88,948 at 6%. |
| 2018 | 1 | 55 | $5,870,876 | $539,176 | $9,803iApproximate average salary by contribution assumption: employee only about $245,080 at 4% or $163,387 at 6%; with 50% employer match about $163,387 at 4% or $108,924 at 6%; with 100% employer match about $122,540 at 4% or $81,693 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 55 | $5,870,876 | $539,176 | $9,803iApproximate average salary by contribution assumption: employee only about $245,080 at 4% or $163,387 at 6%; with 50% employer match about $163,387 at 4% or $108,924 at 6%; with 100% employer match about $122,540 at 4% or $81,693 at 6%. |
| 2017 | 1 | 54 | $5,816,675 | $498,019 | $9,223iApproximate average salary by contribution assumption: employee only about $230,564 at 4% or $153,710 at 6%; with 50% employer match about $153,710 at 4% or $102,473 at 6%; with 100% employer match about $115,282 at 4% or $76,855 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 54 | $5,816,675 | $498,019 | $9,223iApproximate average salary by contribution assumption: employee only about $230,564 at 4% or $153,710 at 6%; with 50% employer match about $153,710 at 4% or $102,473 at 6%; with 100% employer match about $115,282 at 4% or $76,855 at 6%. |
| 2016 | 2 | 51 | $4,626,358 | $73,416 | $1,440iApproximate average salary by contribution assumption: employee only about $35,988 at 4% or $23,992 at 6%; with 50% employer match about $23,992 at 4% or $15,995 at 6%; with 100% employer match about $17,994 at 4% or $11,996 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 51 | $4,626,358 | $73,416 | $1,440iApproximate average salary by contribution assumption: employee only about $35,988 at 4% or $23,992 at 6%; with 50% employer match about $23,992 at 4% or $15,995 at 6%; with 100% employer match about $17,994 at 4% or $11,996 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 0 | $0 | - | - |
| 2015 | 2 | 52 | $4,309,031 | $399,535 | $7,683iApproximate average salary by contribution assumption: employee only about $192,084 at 4% or $128,056 at 6%; with 50% employer match about $128,056 at 4% or $85,371 at 6%; with 100% employer match about $96,042 at 4% or $64,028 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 52 | $3,658,156 | $351,577 | $6,761iApproximate average salary by contribution assumption: employee only about $169,027 at 4% or $112,685 at 6%; with 50% employer match about $112,685 at 4% or $75,123 at 6%; with 100% employer match about $84,514 at 4% or $56,342 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 19 | $650,875 | $47,958 | $2,524iApproximate average salary by contribution assumption: employee only about $63,103 at 4% or $42,068 at 6%; with 50% employer match about $42,068 at 4% or $28,046 at 6%; with 100% employer match about $31,551 at 4% or $21,034 at 6%. |
| 2014 | 2 | 47 | $5,222,550 | $429,645 | $9,141iApproximate average salary by contribution assumption: employee only about $228,535 at 4% or $152,356 at 6%; with 50% employer match about $152,356 at 4% or $101,571 at 6%; with 100% employer match about $114,267 at 4% or $76,178 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 47 | $4,611,184 | $381,898 | $8,125iApproximate average salary by contribution assumption: employee only about $203,137 at 4% or $135,425 at 6%; with 50% employer match about $135,425 at 4% or $90,283 at 6%; with 100% employer match about $101,569 at 4% or $67,712 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 15 | $611,366 | $47,747 | $3,183iApproximate average salary by contribution assumption: employee only about $79,578 at 4% or $53,052 at 6%; with 50% employer match about $53,052 at 4% or $35,368 at 6%; with 100% employer match about $39,789 at 4% or $26,526 at 6%. |
| 2013 | 2 | 46 | $4,678,015 | $446,845 | $9,714iApproximate average salary by contribution assumption: employee only about $242,851 at 4% or $161,900 at 6%; with 50% employer match about $161,900 at 4% or $107,934 at 6%; with 100% employer match about $121,425 at 4% or $80,950 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 46 | $4,127,633 | $386,360 | $8,399iApproximate average salary by contribution assumption: employee only about $209,978 at 4% or $139,986 at 6%; with 50% employer match about $139,986 at 4% or $93,324 at 6%; with 100% employer match about $104,989 at 4% or $69,993 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 16 | $550,382 | $60,485 | $3,780iApproximate average salary by contribution assumption: employee only about $94,508 at 4% or $63,005 at 6%; with 50% employer match about $63,005 at 4% or $42,003 at 6%; with 100% employer match about $47,254 at 4% or $31,503 at 6%. |
| 2012 | 2 | 42 | $3,986,539 | $418,702 | $9,969iApproximate average salary by contribution assumption: employee only about $249,227 at 4% or $166,152 at 6%; with 50% employer match about $166,152 at 4% or $110,768 at 6%; with 100% employer match about $124,614 at 4% or $83,076 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 42 | $3,567,136 | $358,640 | $8,539iApproximate average salary by contribution assumption: employee only about $213,476 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,159 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 13 | $419,403 | $60,062 | $4,620iApproximate average salary by contribution assumption: employee only about $115,504 at 4% or $77,003 at 6%; with 50% employer match about $77,003 at 4% or $51,335 at 6%; with 100% employer match about $57,752 at 4% or $38,501 at 6%. |
| 2011 | 2 | 39 | $3,266,884 | $367,809 | $9,431iApproximate average salary by contribution assumption: employee only about $235,775 at 4% or $157,183 at 6%; with 50% employer match about $157,183 at 4% or $104,789 at 6%; with 100% employer match about $117,888 at 4% or $78,592 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 39 | $2,934,062 | $317,266 | $8,135iApproximate average salary by contribution assumption: employee only about $203,376 at 4% or $135,584 at 6%; with 50% employer match about $135,584 at 4% or $90,389 at 6%; with 100% employer match about $101,688 at 4% or $67,792 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 12 | $332,822 | $50,543 | $4,212iApproximate average salary by contribution assumption: employee only about $105,298 at 4% or $70,199 at 6%; with 50% employer match about $70,199 at 4% or $46,799 at 6%; with 100% employer match about $52,649 at 4% or $35,099 at 6%. |
| 2010 | 2 | 37 | $3,094,655 | $363,438 | $9,823iApproximate average salary by contribution assumption: employee only about $245,566 at 4% or $163,711 at 6%; with 50% employer match about $163,711 at 4% or $109,141 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 37 | $2,799,822 | $324,745 | $8,777iApproximate average salary by contribution assumption: employee only about $219,422 at 4% or $146,282 at 6%; with 50% employer match about $146,282 at 4% or $97,521 at 6%; with 100% employer match about $109,711 at 4% or $73,141 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 12 | $294,833 | $38,693 | $3,224iApproximate average salary by contribution assumption: employee only about $80,610 at 4% or $53,740 at 6%; with 50% employer match about $53,740 at 4% or $35,827 at 6%; with 100% employer match about $40,305 at 4% or $26,870 at 6%. |
| 2009 | 2 | 33 | $2,937,998 | $327,970 | $9,938iApproximate average salary by contribution assumption: employee only about $248,462 at 4% or $165,641 at 6%; with 50% employer match about $165,641 at 4% or $110,428 at 6%; with 100% employer match about $124,231 at 4% or $82,821 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 33 | $2,714,416 | $284,951 | $8,635iApproximate average salary by contribution assumption: employee only about $215,872 at 4% or $143,915 at 6%; with 50% employer match about $143,915 at 4% or $95,943 at 6%; with 100% employer match about $107,936 at 4% or $71,957 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 33 | $223,582 | $43,019 | $1,304iApproximate average salary by contribution assumption: employee only about $32,590 at 4% or $21,727 at 6%; with 50% employer match about $21,727 at 4% or $14,485 at 6%; with 100% employer match about $16,295 at 4% or $10,863 at 6%. |
| 2008 | 3 | 26 | $2,082,580 | $359,118 | $13,812iApproximate average salary by contribution assumption: employee only about $345,306 at 4% or $230,204 at 6%; with 50% employer match about $230,204 at 4% or $153,469 at 6%; with 100% employer match about $172,653 at 4% or $115,102 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 26 | $1,932,968 | $320,691 | $12,334iApproximate average salary by contribution assumption: employee only about $308,357 at 4% or $205,571 at 6%; with 50% employer match about $205,571 at 4% or $137,047 at 6%; with 100% employer match about $154,178 at 4% or $102,786 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 26 | $149,612 | $38,427 | $1,478iApproximate average salary by contribution assumption: employee only about $36,949 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,316 at 6%. |
| Sherman & Federman Pension Plan | - | 0 | - | - | - |
| 2007 | 3 | 27 | $2,651,433 | $352,287 | $13,048iApproximate average salary by contribution assumption: employee only about $326,192 at 4% or $217,461 at 6%; with 50% employer match about $217,461 at 4% or $144,974 at 6%; with 100% employer match about $163,096 at 4% or $108,731 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 27 | $2,505,726 | $319,333 | $11,827iApproximate average salary by contribution assumption: employee only about $295,679 at 4% or $197,119 at 6%; with 50% employer match about $197,119 at 4% or $131,413 at 6%; with 100% employer match about $147,839 at 4% or $98,560 at 6%. |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 26 | $145,707 | $32,954 | $1,267iApproximate average salary by contribution assumption: employee only about $31,687 at 4% or $21,124 at 6%; with 50% employer match about $21,124 at 4% or $14,083 at 6%; with 100% employer match about $15,843 at 4% or $10,562 at 6%. |
| Sherman & Federman Pension Plan | - | 5 | - | - | - |
| 2006 | 3 | 29 | $2,591,676 | $335,885 | $11,582iApproximate average salary by contribution assumption: employee only about $289,556 at 4% or $193,037 at 6%; with 50% employer match about $193,037 at 4% or $128,692 at 6%; with 100% employer match about $144,778 at 4% or $96,519 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 29 | $2,084,675 | $305,451 | $10,533iApproximate average salary by contribution assumption: employee only about $263,320 at 4% or $175,547 at 6%; with 50% employer match about $175,547 at 4% or $117,031 at 6%; with 100% employer match about $131,660 at 4% or $87,773 at 6%. |
| Sherman & Federman Pension Plan | - | 6 | $383,124 | - | - |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 28 | $123,877 | $30,434 | $1,087iApproximate average salary by contribution assumption: employee only about $27,173 at 4% or $18,115 at 6%; with 50% employer match about $18,115 at 4% or $12,077 at 6%; with 100% employer match about $13,587 at 4% or $9,058 at 6%. |
| 2005 | 3 | 27 | $2,002,006 | $326,624 | $12,097iApproximate average salary by contribution assumption: employee only about $302,430 at 4% or $201,620 at 6%; with 50% employer match about $201,620 at 4% or $134,413 at 6%; with 100% employer match about $151,215 at 4% or $100,810 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 27 | $1,582,595 | $293,831 | $10,883iApproximate average salary by contribution assumption: employee only about $272,066 at 4% or $181,377 at 6%; with 50% employer match about $181,377 at 4% or $120,918 at 6%; with 100% employer match about $136,033 at 4% or $90,689 at 6%. |
| Sherman & Federman Pension Plan | - | 10 | $329,339 | - | - |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 27 | $90,072 | $32,793 | $1,215iApproximate average salary by contribution assumption: employee only about $30,364 at 4% or $20,243 at 6%; with 50% employer match about $20,243 at 4% or $13,495 at 6%; with 100% employer match about $15,182 at 4% or $10,121 at 6%. |
| 2004 | 3 | 26 | $1,644,893 | $276,781 | $10,645iApproximate average salary by contribution assumption: employee only about $266,136 at 4% or $177,424 at 6%; with 50% employer match about $177,424 at 4% or $118,282 at 6%; with 100% employer match about $133,068 at 4% or $88,712 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 26 | $1,250,551 | $248,901 | $9,573iApproximate average salary by contribution assumption: employee only about $239,328 at 4% or $159,552 at 6%; with 50% employer match about $159,552 at 4% or $106,368 at 6%; with 100% employer match about $119,664 at 4% or $79,776 at 6%. |
| Sherman & Federman Pension Plan | - | 10 | $326,033 | - | - |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 22 | $68,309 | $27,880 | $1,267iApproximate average salary by contribution assumption: employee only about $31,682 at 4% or $21,121 at 6%; with 50% employer match about $21,121 at 4% or $14,081 at 6%; with 100% employer match about $15,841 at 4% or $10,561 at 6%. |
| 2003 | 3 | 25 | $1,318,154 | $242,708 | $9,708iApproximate average salary by contribution assumption: employee only about $242,708 at 4% or $161,805 at 6%; with 50% employer match about $161,805 at 4% or $107,870 at 6%; with 100% employer match about $121,354 at 4% or $80,903 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 25 | $934,473 | $224,943 | $8,998iApproximate average salary by contribution assumption: employee only about $224,943 at 4% or $149,962 at 6%; with 50% employer match about $149,962 at 4% or $99,975 at 6%; with 100% employer match about $112,471 at 4% or $74,981 at 6%. |
| Sherman & Federman Pension Plan | - | 6 | $354,330 | - | - |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 21 | $29,351 | $17,765 | $846iApproximate average salary by contribution assumption: employee only about $21,149 at 4% or $14,099 at 6%; with 50% employer match about $14,099 at 4% or $9,399 at 6%; with 100% employer match about $10,574 at 4% or $7,050 at 6%. |
| 2002 | 3 | 20 | $1,137,423 | $220,591 | $11,030iApproximate average salary by contribution assumption: employee only about $275,739 at 4% or $183,826 at 6%; with 50% employer match about $183,826 at 4% or $122,551 at 6%; with 100% employer match about $137,869 at 4% or $91,913 at 6%. |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 20 | $681,342 | $210,524 | $10,526iApproximate average salary by contribution assumption: employee only about $263,155 at 4% or $175,437 at 6%; with 50% employer match about $175,437 at 4% or $116,958 at 6%; with 100% employer match about $131,578 at 4% or $87,718 at 6%. |
| Sherman & Federman Pension Plan | - | 3 | $445,994 | - | - |
| Sherman Federman Sambur & Levine 401(K) Plan | - | 20 | $10,087 | $10,067 | $503iApproximate average salary by contribution assumption: employee only about $12,584 at 4% or $8,389 at 6%; with 50% employer match about $8,389 at 4% or $5,593 at 6%; with 100% employer match about $6,292 at 4% or $4,195 at 6%. |
| 2001 | 2 | 17 | $0 | $0 | - |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 17 | - | - | - |
| Sherman & Federman Pension Plan | - | 11 | - | - | - |
| 2000 | 2 | 16 | $579,944 | $0 | - |
| Sherman & Federman Pension Plan | - | 8 | $579,944 | - | - |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 16 | - | - | - |
| 1999 | 2 | 21 | $1,018,747 | $124,536 | $5,930iApproximate average salary by contribution assumption: employee only about $148,257 at 4% or $98,838 at 6%; with 50% employer match about $98,838 at 4% or $65,892 at 6%; with 100% employer match about $74,129 at 4% or $49,419 at 6%. |
| Sherman & Federman Pension Plan | - | 12 | $688,579 | - | - |
| Sherman, Federman, Donovan & Sambur LLP New Comparability Plan | - | 21 | $330,168 | $124,536 | $5,930iApproximate average salary by contribution assumption: employee only about $148,257 at 4% or $98,838 at 6%; with 50% employer match about $98,838 at 4% or $65,892 at 6%; with 100% employer match about $74,129 at 4% or $49,419 at 6%. |