Geller, Stein & Associates PC.
Plan context: Geller, Stein & Associates PC. Retirement Plan
EIN 11-3557084 • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$316,023
2024 Contributions
$75,000
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 | $316,023 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $316,023 | - | - |
| 2023 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2022 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2021 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2020 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2019 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2018 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2017 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2016 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2015 | 1 | 2 | $280,323 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $280,323 | - | - |
| 2014 | 1 | 2 | $290,421 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $290,421 | - | - |
| 2013 | 1 | 2 | $304,041 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $304,041 | - | - |
| 2012 | 1 | 2 | $326,174 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $326,174 | - | - |
| 2011 | 1 | 2 | $344,781 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $344,781 | - | - |
| 2010 | 1 | 2 | $386,187 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 2 | $386,187 | - | - |
| 2009 | 1 | 0 | $0 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | - | - | - | - |
| 2008 | 1 | 6 | $674,905 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 6 | $674,905 | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 15 | - | - | - |
| 2006 | 1 | 6 | $723,375 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 6 | $723,375 | - | - |
| 2005 | 1 | 17 | $710,737 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 17 | $710,737 | - | - |
| 2004 | 1 | 11 | $697,389 | $75,000 | $6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%. |
| Geller, Stein & Associates PC. Retirement Plan | - | 11 | $697,389 | $75,000 | $6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%. |
| 2002 | 1 | 17 | $483,520 | $182,996 | $10,764iApproximate average salary by contribution assumption: employee only about $269,112 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,605 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%. |
| Geller, Stein & Associates PC. Retirement Plan | - | 17 | $483,520 | $182,996 | $10,764iApproximate average salary by contribution assumption: employee only about $269,112 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,605 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%. |
| 2000 | 1 | 12 | $0 | $0 | - |
| Geller, Stein & Associates PC. Retirement Plan | - | 12 | - | - | - |