Civic Intelligence

Lorentzen & Trifari CPA'S PC

Plan context: Lorentzen & Trifari CPA'S PC 401(K) Plan

EIN 11-3203917 • Port Jefferson Station, NY • 20 filings • 4 plans

209 Route 112, 2nd FloorPort Jefferson Station, NY 11776
Current Snapshot

Latest Year

2020

2020 Participants

10

2020 Assets

$1,023,472

2020 Contributions

$44,340

Historical Graphs

Total Assets Over Time

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

$1,023,472$511,736$0200220112019YearValue
$1,023,472Latest year 2019

Participants Over Time

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

1050200120102019YearValue
10Latest year 2019

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
202010$0$44,340-
Lorentzen & Trifari CPA'S PC 401(K) Plan-0$0$44,340-
2019110$1,023,472$40,368$4,037iApproximate average salary by contribution assumption: employee only about $100,920 at 4% or $67,280 at 6%; with 50% employer match about $67,280 at 4% or $44,853 at 6%; with 100% employer match about $50,460 at 4% or $33,640 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-10$1,023,472$40,368$4,037iApproximate average salary by contribution assumption: employee only about $100,920 at 4% or $67,280 at 6%; with 50% employer match about $67,280 at 4% or $44,853 at 6%; with 100% employer match about $50,460 at 4% or $33,640 at 6%.
201819$799,102$38,581$4,287iApproximate average salary by contribution assumption: employee only about $107,169 at 4% or $71,446 at 6%; with 50% employer match about $71,446 at 4% or $47,631 at 6%; with 100% employer match about $53,585 at 4% or $35,723 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-9$799,102$38,581$4,287iApproximate average salary by contribution assumption: employee only about $107,169 at 4% or $71,446 at 6%; with 50% employer match about $71,446 at 4% or $47,631 at 6%; with 100% employer match about $53,585 at 4% or $35,723 at 6%.
201719$843,355$32,706$3,634iApproximate average salary by contribution assumption: employee only about $90,850 at 4% or $60,567 at 6%; with 50% employer match about $60,567 at 4% or $40,378 at 6%; with 100% employer match about $45,425 at 4% or $30,283 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-9$843,355$32,706$3,634iApproximate average salary by contribution assumption: employee only about $90,850 at 4% or $60,567 at 6%; with 50% employer match about $60,567 at 4% or $40,378 at 6%; with 100% employer match about $45,425 at 4% or $30,283 at 6%.
201618$854,216$31,512$3,939iApproximate average salary by contribution assumption: employee only about $98,475 at 4% or $65,650 at 6%; with 50% employer match about $65,650 at 4% or $43,767 at 6%; with 100% employer match about $49,238 at 4% or $32,825 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-8$854,216$31,512$3,939iApproximate average salary by contribution assumption: employee only about $98,475 at 4% or $65,650 at 6%; with 50% employer match about $65,650 at 4% or $43,767 at 6%; with 100% employer match about $49,238 at 4% or $32,825 at 6%.
201516$775,293$31,927$5,321iApproximate average salary by contribution assumption: employee only about $133,029 at 4% or $88,686 at 6%; with 50% employer match about $88,686 at 4% or $59,124 at 6%; with 100% employer match about $66,515 at 4% or $44,343 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-6$775,293$31,927$5,321iApproximate average salary by contribution assumption: employee only about $133,029 at 4% or $88,686 at 6%; with 50% employer match about $88,686 at 4% or $59,124 at 6%; with 100% employer match about $66,515 at 4% or $44,343 at 6%.
201417$785,055$31,178$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$785,055$31,178$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
201317$718,844$30,293$4,328iApproximate average salary by contribution assumption: employee only about $108,189 at 4% or $72,126 at 6%; with 50% employer match about $72,126 at 4% or $48,084 at 6%; with 100% employer match about $54,095 at 4% or $36,063 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$718,844$30,293$4,328iApproximate average salary by contribution assumption: employee only about $108,189 at 4% or $72,126 at 6%; with 50% employer match about $72,126 at 4% or $48,084 at 6%; with 100% employer match about $54,095 at 4% or $36,063 at 6%.
201217$546,660$32,812$4,687iApproximate average salary by contribution assumption: employee only about $117,186 at 4% or $78,124 at 6%; with 50% employer match about $78,124 at 4% or $52,083 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$546,660$32,812$4,687iApproximate average salary by contribution assumption: employee only about $117,186 at 4% or $78,124 at 6%; with 50% employer match about $78,124 at 4% or $52,083 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%.
201117$450,664$35,800$5,114iApproximate average salary by contribution assumption: employee only about $127,857 at 4% or $85,238 at 6%; with 50% employer match about $85,238 at 4% or $56,825 at 6%; with 100% employer match about $63,929 at 4% or $42,619 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$450,664$35,800$5,114iApproximate average salary by contribution assumption: employee only about $127,857 at 4% or $85,238 at 6%; with 50% employer match about $85,238 at 4% or $56,825 at 6%; with 100% employer match about $63,929 at 4% or $42,619 at 6%.
201017$447,957$39,518$5,645iApproximate average salary by contribution assumption: employee only about $141,136 at 4% or $94,090 at 6%; with 50% employer match about $94,090 at 4% or $62,727 at 6%; with 100% employer match about $70,568 at 4% or $47,045 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$447,957$39,518$5,645iApproximate average salary by contribution assumption: employee only about $141,136 at 4% or $94,090 at 6%; with 50% employer match about $94,090 at 4% or $62,727 at 6%; with 100% employer match about $70,568 at 4% or $47,045 at 6%.
200917$359,042$39,465$5,638iApproximate average salary by contribution assumption: employee only about $140,946 at 4% or $93,964 at 6%; with 50% employer match about $93,964 at 4% or $62,643 at 6%; with 100% employer match about $70,473 at 4% or $46,982 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-7$359,042$39,465$5,638iApproximate average salary by contribution assumption: employee only about $140,946 at 4% or $93,964 at 6%; with 50% employer match about $93,964 at 4% or $62,643 at 6%; with 100% employer match about $70,473 at 4% or $46,982 at 6%.
200814$252,000$57,521$14,380iApproximate average salary by contribution assumption: employee only about $359,506 at 4% or $239,671 at 6%; with 50% employer match about $239,671 at 4% or $159,781 at 6%; with 100% employer match about $179,753 at 4% or $119,835 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-4$252,000$57,521$14,380iApproximate average salary by contribution assumption: employee only about $359,506 at 4% or $239,671 at 6%; with 50% employer match about $239,671 at 4% or $159,781 at 6%; with 100% employer match about $179,753 at 4% or $119,835 at 6%.
200714$341,141$58,450$14,613iApproximate average salary by contribution assumption: employee only about $365,313 at 4% or $243,542 at 6%; with 50% employer match about $243,542 at 4% or $162,361 at 6%; with 100% employer match about $182,656 at 4% or $121,771 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-4$341,141$58,450$14,613iApproximate average salary by contribution assumption: employee only about $365,313 at 4% or $243,542 at 6%; with 50% employer match about $243,542 at 4% or $162,361 at 6%; with 100% employer match about $182,656 at 4% or $121,771 at 6%.
200615$260,343$54,115$10,823iApproximate average salary by contribution assumption: employee only about $270,575 at 4% or $180,383 at 6%; with 50% employer match about $180,383 at 4% or $120,256 at 6%; with 100% employer match about $135,288 at 4% or $90,192 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-5$260,343$54,115$10,823iApproximate average salary by contribution assumption: employee only about $270,575 at 4% or $180,383 at 6%; with 50% employer match about $180,383 at 4% or $120,256 at 6%; with 100% employer match about $135,288 at 4% or $90,192 at 6%.
200514$184,351$44,094$11,024iApproximate average salary by contribution assumption: employee only about $275,588 at 4% or $183,725 at 6%; with 50% employer match about $183,725 at 4% or $122,483 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-4$184,351$44,094$11,024iApproximate average salary by contribution assumption: employee only about $275,588 at 4% or $183,725 at 6%; with 50% employer match about $183,725 at 4% or $122,483 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.
200415$133,037$41,282$8,256iApproximate average salary by contribution assumption: employee only about $206,410 at 4% or $137,607 at 6%; with 50% employer match about $137,607 at 4% or $91,738 at 6%; with 100% employer match about $103,205 at 4% or $68,803 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-5$133,037$41,282$8,256iApproximate average salary by contribution assumption: employee only about $206,410 at 4% or $137,607 at 6%; with 50% employer match about $137,607 at 4% or $91,738 at 6%; with 100% employer match about $103,205 at 4% or $68,803 at 6%.
200314$0$0-
Lorentzen & Trifari CPA'S PC 401(K) Plan-4---
200213$36,852$23,456$7,819iApproximate average salary by contribution assumption: employee only about $195,467 at 4% or $130,311 at 6%; with 50% employer match about $130,311 at 4% or $86,874 at 6%; with 100% employer match about $97,733 at 4% or $65,156 at 6%.
Lorentzen & Trifari CPA'S PC 401(K) Plan-3$36,852$23,456$7,819iApproximate average salary by contribution assumption: employee only about $195,467 at 4% or $130,311 at 6%; with 50% employer match about $130,311 at 4% or $86,874 at 6%; with 100% employer match about $97,733 at 4% or $65,156 at 6%.
200114$0$0-
Lorentzen & Trifari CPA'S PC 401(K) Plan-4---