Civic Intelligence

Sari M. Friedman PC.

Plan context: SARI M. FRIEDMAN, P. C. CASH BALANCE PLAN

EIN 11-3450904 • Garden City, NY • 21 filings • 5 plans

666 Old Country RoadSuite 704Garden City, NY 11530
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$1,001,327

2017 Contributions

$268,378

Historical Graphs

Total Assets Over Time

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

$1,431,102$715,551$0200320132017YearValue
$1,001,327Latest year 2017

Participants Over Time

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

840200320122017YearValue
8Latest 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
201728$1,001,327$268,378$33,547iApproximate average salary by contribution assumption: employee only about $838,681 at 4% or $559,121 at 6%; with 50% employer match about $559,121 at 4% or $372,747 at 6%; with 100% employer match about $419,341 at 4% or $279,560 at 6%.
SARI M. FRIEDMAN, P. C. CASH BALANCE PLAN-6$522,941$155,566$25,928iApproximate average salary by contribution assumption: employee only about $648,192 at 4% or $432,128 at 6%; with 50% employer match about $432,128 at 4% or $288,085 at 6%; with 100% employer match about $324,096 at 4% or $216,064 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-8$478,386$112,812$14,102iApproximate average salary by contribution assumption: employee only about $352,538 at 4% or $235,025 at 6%; with 50% employer match about $235,025 at 4% or $156,683 at 6%; with 100% employer match about $176,269 at 4% or $117,513 at 6%.
201627$625,116$258,802$36,972iApproximate average salary by contribution assumption: employee only about $924,293 at 4% or $616,195 at 6%; with 50% employer match about $616,195 at 4% or $410,797 at 6%; with 100% employer match about $462,146 at 4% or $308,098 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-7$314,108$106,985$15,284iApproximate average salary by contribution assumption: employee only about $382,089 at 4% or $254,726 at 6%; with 50% employer match about $254,726 at 4% or $169,817 at 6%; with 100% employer match about $191,045 at 4% or $127,363 at 6%.
SARI M. FRIEDMAN, P. C. CASH BALANCE PLAN-7$311,008$151,817$21,688iApproximate average salary by contribution assumption: employee only about $542,204 at 4% or $361,469 at 6%; with 50% employer match about $361,469 at 4% or $240,979 at 6%; with 100% employer match about $271,102 at 4% or $180,735 at 6%.
201535$341,825$207,828$41,566iApproximate average salary by contribution assumption: employee only about $1,039,140 at 4% or $692,760 at 6%; with 50% employer match about $692,760 at 4% or $461,840 at 6%; with 100% employer match about $519,570 at 4% or $346,380 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-5$194,352$62,828$12,566iApproximate average salary by contribution assumption: employee only about $314,140 at 4% or $209,427 at 6%; with 50% employer match about $209,427 at 4% or $139,618 at 6%; with 100% employer match about $157,070 at 4% or $104,713 at 6%.
SARI M. FRIEDMAN, P. C. CASH BALANCE PLAN-2$147,473$145,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-0$0$0-
201424$1,431,102$295,000$73,750iApproximate average salary by contribution assumption: employee only about $1,843,750 at 4% or $1,229,167 at 6%; with 50% employer match about $1,229,167 at 4% or $819,444 at 6%; with 100% employer match about $921,875 at 4% or $614,583 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-2$1,295,182$272,637$136,319iApproximate average salary by contribution assumption: employee only about $3,407,963 at 4% or $2,271,975 at 6%; with 50% employer match about $2,271,975 at 4% or $1,514,650 at 6%; with 100% employer match about $1,703,981 at 4% or $1,135,988 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-4$135,920$22,363$5,591iApproximate average salary by contribution assumption: employee only about $139,769 at 4% or $93,179 at 6%; with 50% employer match about $93,179 at 4% or $62,119 at 6%; with 100% employer match about $69,884 at 4% or $46,590 at 6%.
201324$1,116,442$320,078$80,020iApproximate average salary by contribution assumption: employee only about $2,000,488 at 4% or $1,333,658 at 6%; with 50% employer match about $1,333,658 at 4% or $889,106 at 6%; with 100% employer match about $1,000,244 at 4% or $666,829 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-4$1,006,757$292,194$73,049iApproximate average salary by contribution assumption: employee only about $1,826,213 at 4% or $1,217,475 at 6%; with 50% employer match about $1,217,475 at 4% or $811,650 at 6%; with 100% employer match about $913,106 at 4% or $608,738 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-4$109,685$27,884$6,971iApproximate average salary by contribution assumption: employee only about $174,275 at 4% or $116,183 at 6%; with 50% employer match about $116,183 at 4% or $77,456 at 6%; with 100% employer match about $87,138 at 4% or $58,092 at 6%.
201224$705,950$223,876$55,969iApproximate average salary by contribution assumption: employee only about $1,399,225 at 4% or $932,817 at 6%; with 50% employer match about $932,817 at 4% or $621,878 at 6%; with 100% employer match about $699,613 at 4% or $466,408 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-3$632,057$199,352$66,451iApproximate average salary by contribution assumption: employee only about $1,661,267 at 4% or $1,107,511 at 6%; with 50% employer match about $1,107,511 at 4% or $738,341 at 6%; with 100% employer match about $830,633 at 4% or $553,756 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-4$73,893$24,524$6,131iApproximate average salary by contribution assumption: employee only about $153,275 at 4% or $102,183 at 6%; with 50% employer match about $102,183 at 4% or $68,122 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%.
201124$439,699$186,426$46,607iApproximate average salary by contribution assumption: employee only about $1,165,163 at 4% or $776,775 at 6%; with 50% employer match about $776,775 at 4% or $517,850 at 6%; with 100% employer match about $582,581 at 4% or $388,388 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-3$392,943$163,856$54,619iApproximate average salary by contribution assumption: employee only about $1,365,467 at 4% or $910,311 at 6%; with 50% employer match about $910,311 at 4% or $606,874 at 6%; with 100% employer match about $682,733 at 4% or $455,156 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-4$46,756$22,570$5,643iApproximate average salary by contribution assumption: employee only about $141,063 at 4% or $94,042 at 6%; with 50% employer match about $94,042 at 4% or $62,694 at 6%; with 100% employer match about $70,531 at 4% or $47,021 at 6%.
201035$516,704$516,754$103,351iApproximate average salary by contribution assumption: employee only about $2,583,770 at 4% or $1,722,513 at 6%; with 50% employer match about $1,722,513 at 4% or $1,148,342 at 6%; with 100% employer match about $1,291,885 at 4% or $861,257 at 6%.
SARI M. FRIEDMAN, P.C. DEFINED BENEFIT PLAN-4$245,941$245,966$61,492iApproximate average salary by contribution assumption: employee only about $1,537,288 at 4% or $1,024,858 at 6%; with 50% employer match about $1,024,858 at 4% or $683,239 at 6%; with 100% employer match about $768,644 at 4% or $512,429 at 6%.
Sari M. Friedman PC. Defined Benefit Plan-4$245,941$245,966$61,492iApproximate average salary by contribution assumption: employee only about $1,537,288 at 4% or $1,024,858 at 6%; with 50% employer match about $1,024,858 at 4% or $683,239 at 6%; with 100% employer match about $768,644 at 4% or $512,429 at 6%.
SARI M. FRIEDMAN, P.C. PROFIT SHARING PLAN-5$24,822$24,822$4,964iApproximate average salary by contribution assumption: employee only about $124,110 at 4% or $82,740 at 6%; with 50% employer match about $82,740 at 4% or $55,160 at 6%; with 100% employer match about $62,055 at 4% or $41,370 at 6%.
200512$0$0-
SARI M FRIEDMAN PC 401K PROFIT SHARING PLAN & TRUST-2---
200412$18,023$1,250$625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%.
SARI M FRIEDMAN PC 401K PROFIT SHARING PLAN & TRUST-2$18,023$1,250$625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%.
200313$17,655$1,577$526iApproximate average salary by contribution assumption: employee only about $13,142 at 4% or $8,761 at 6%; with 50% employer match about $8,761 at 4% or $5,841 at 6%; with 100% employer match about $6,571 at 4% or $4,381 at 6%.
SARI M FRIEDMAN PC 401K PROFIT SHARING PLAN & TRUST-3$17,655$1,577$526iApproximate average salary by contribution assumption: employee only about $13,142 at 4% or $8,761 at 6%; with 50% employer match about $8,761 at 4% or $5,841 at 6%; with 100% employer match about $6,571 at 4% or $4,381 at 6%.