Civic Intelligence

DAVID BOLTON P.C.

Plan context: DAVID BOLTON P.C. RETIREMENT PLAN

EIN 11-3556686 • Garden City, NY • 4 filings • 1 plans

666 Old Country Road, Suite 509Garden City, NY 11530
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,741,913

2024 Contributions

$71,499

Historical Graphs

Total Assets Over Time

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

$2,741,913$1,370,957$0202120232024YearValue
$2,741,913Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest year 2024

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
202412$2,741,913$71,499$35,750iApproximate average salary by contribution assumption: employee only about $893,738 at 4% or $595,825 at 6%; with 50% employer match about $595,825 at 4% or $397,217 at 6%; with 100% employer match about $446,869 at 4% or $297,913 at 6%.
DAVID BOLTON P.C. RETIREMENT PLAN-2$2,741,913$71,499$35,750iApproximate average salary by contribution assumption: employee only about $893,738 at 4% or $595,825 at 6%; with 50% employer match about $595,825 at 4% or $397,217 at 6%; with 100% employer match about $446,869 at 4% or $297,913 at 6%.
202312$2,405,506$68,239$34,120iApproximate average salary by contribution assumption: employee only about $852,988 at 4% or $568,658 at 6%; with 50% employer match about $568,658 at 4% or $379,106 at 6%; with 100% employer match about $426,494 at 4% or $284,329 at 6%.
DAVID BOLTON P.C. RETIREMENT PLAN-2$2,405,506$68,239$34,120iApproximate average salary by contribution assumption: employee only about $852,988 at 4% or $568,658 at 6%; with 50% employer match about $568,658 at 4% or $379,106 at 6%; with 100% employer match about $426,494 at 4% or $284,329 at 6%.
202212$2,116,187$63,192$31,596iApproximate average salary by contribution assumption: employee only about $789,900 at 4% or $526,600 at 6%; with 50% employer match about $526,600 at 4% or $351,067 at 6%; with 100% employer match about $394,950 at 4% or $263,300 at 6%.
DAVID BOLTON P.C. RETIREMENT PLAN-2$2,116,187$63,192$31,596iApproximate average salary by contribution assumption: employee only about $789,900 at 4% or $526,600 at 6%; with 50% employer match about $526,600 at 4% or $351,067 at 6%; with 100% employer match about $394,950 at 4% or $263,300 at 6%.
202112$2,229,163$59,973$29,987iApproximate average salary by contribution assumption: employee only about $749,663 at 4% or $499,775 at 6%; with 50% employer match about $499,775 at 4% or $333,183 at 6%; with 100% employer match about $374,831 at 4% or $249,888 at 6%.
DAVID BOLTON P.C. RETIREMENT PLAN-2$2,229,163$59,973$29,987iApproximate average salary by contribution assumption: employee only about $749,663 at 4% or $499,775 at 6%; with 50% employer match about $499,775 at 4% or $333,183 at 6%; with 100% employer match about $374,831 at 4% or $249,888 at 6%.