Civic Intelligence

Joseph M. Lichtenstein, P.C.

Plan context: Joseph M. Lichtenstein PC. Profit Sharing Plan

EIN 11-3586588 • Mineola, NY • 32 filings • 3 plans

170 Old Country Road, Suite 615Mineola, NY 11501
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,757,929

2024 Contributions

$31,000

Historical Graphs

Total Assets Over Time

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

$4,011,939$2,005,970$0200920172024YearValue
$3,757,929Latest year 2024

Participants Over Time

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

950200920172024YearValue
8Latest 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
202428$3,757,929$0-
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$2,223,379$0-
Joseph M. Lichtenstein PC Retirement Trust-4$1,534,550$0-
202328$2,960,681$0-
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$1,870,859$0-
Joseph M. Lichtenstein PC Retirement Trust-4$1,089,822$0-
202228$2,207,335$0-
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$1,572,827$0-
Joseph M. Lichtenstein PC Retirement Trust-4$634,508$0-
202128$4,011,939$31,000$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$2,012,388$31,000$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-4$1,999,551$0-
202028$3,459,724$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$1,777,234$0-
Joseph M. Lichtenstein PC Retirement Trust-3$1,682,490$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201929$2,186,297$70,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-9$1,185,261$35,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$1,001,036$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201828$1,670,523$159,498$19,937iApproximate average salary by contribution assumption: employee only about $498,431 at 4% or $332,288 at 6%; with 50% employer match about $332,288 at 4% or $221,525 at 6%; with 100% employer match about $249,216 at 4% or $166,144 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-8$845,113$34,498$4,312iApproximate average salary by contribution assumption: employee only about $107,806 at 4% or $71,871 at 6%; with 50% employer match about $71,871 at 4% or $47,914 at 6%; with 100% employer match about $53,903 at 4% or $35,935 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$825,410$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201726$1,693,446$119,563$19,927iApproximate average salary by contribution assumption: employee only about $498,179 at 4% or $332,119 at 6%; with 50% employer match about $332,119 at 4% or $221,413 at 6%; with 100% employer match about $249,090 at 4% or $166,060 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$932,060$19,563$3,261iApproximate average salary by contribution assumption: employee only about $81,513 at 4% or $54,342 at 6%; with 50% employer match about $54,342 at 4% or $36,228 at 6%; with 100% employer match about $40,756 at 4% or $27,171 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$761,386$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201626$1,395,793$99,619$16,603iApproximate average salary by contribution assumption: employee only about $415,079 at 4% or $276,719 at 6%; with 50% employer match about $276,719 at 4% or $184,480 at 6%; with 100% employer match about $207,540 at 4% or $138,360 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$814,307$19,619$3,270iApproximate average salary by contribution assumption: employee only about $81,746 at 4% or $54,497 at 6%; with 50% employer match about $54,497 at 4% or $36,331 at 6%; with 100% employer match about $40,873 at 4% or $27,249 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$581,486$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201526$1,189,535$113,076$18,846iApproximate average salary by contribution assumption: employee only about $471,150 at 4% or $314,100 at 6%; with 50% employer match about $314,100 at 4% or $209,400 at 6%; with 100% employer match about $235,575 at 4% or $157,050 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$715,036$33,076$5,513iApproximate average salary by contribution assumption: employee only about $137,817 at 4% or $91,878 at 6%; with 50% employer match about $91,878 at 4% or $61,252 at 6%; with 100% employer match about $68,908 at 4% or $45,939 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$474,499$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201426$1,282,087$140,459$23,410iApproximate average salary by contribution assumption: employee only about $585,246 at 4% or $390,164 at 6%; with 50% employer match about $390,164 at 4% or $260,109 at 6%; with 100% employer match about $292,623 at 4% or $195,082 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$758,865$50,459$8,410iApproximate average salary by contribution assumption: employee only about $210,246 at 4% or $140,164 at 6%; with 50% employer match about $140,164 at 4% or $93,443 at 6%; with 100% employer match about $105,123 at 4% or $70,082 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$523,222$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201326$965,004$135,355$22,559iApproximate average salary by contribution assumption: employee only about $563,979 at 4% or $375,986 at 6%; with 50% employer match about $375,986 at 4% or $250,657 at 6%; with 100% employer match about $281,990 at 4% or $187,993 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$574,286$49,355$8,226iApproximate average salary by contribution assumption: employee only about $205,646 at 4% or $137,097 at 6%; with 50% employer match about $137,097 at 4% or $91,398 at 6%; with 100% employer match about $102,823 at 4% or $68,549 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-3$390,718$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
201226$764,167$154,657$25,776iApproximate average salary by contribution assumption: employee only about $644,404 at 4% or $429,603 at 6%; with 50% employer match about $429,603 at 4% or $286,402 at 6%; with 100% employer match about $322,202 at 4% or $214,801 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-6$454,926$44,945$7,491iApproximate average salary by contribution assumption: employee only about $187,271 at 4% or $124,847 at 6%; with 50% employer match about $124,847 at 4% or $83,231 at 6%; with 100% employer match about $93,635 at 4% or $62,424 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-4$309,241$109,712$27,428iApproximate average salary by contribution assumption: employee only about $685,700 at 4% or $457,133 at 6%; with 50% employer match about $457,133 at 4% or $304,756 at 6%; with 100% employer match about $342,850 at 4% or $228,567 at 6%.
201124$542,294$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-4$312,050$24,500$6,125iApproximate average salary by contribution assumption: employee only about $153,125 at 4% or $102,083 at 6%; with 50% employer match about $102,083 at 4% or $68,056 at 6%; with 100% employer match about $76,563 at 4% or $51,042 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-2$230,244$175,500$87,750iApproximate average salary by contribution assumption: employee only about $2,193,750 at 4% or $1,462,500 at 6%; with 50% employer match about $1,462,500 at 4% or $975,000 at 6%; with 100% employer match about $1,096,875 at 4% or $731,250 at 6%.
201023$437,154$61,959$20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-3$324,619$61,959$20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-3$112,535--
200925$274,176$135,165$27,033iApproximate average salary by contribution assumption: employee only about $675,825 at 4% or $450,550 at 6%; with 50% employer match about $450,550 at 4% or $300,367 at 6%; with 100% employer match about $337,913 at 4% or $225,275 at 6%.
Joseph M. Lichtenstein PC. Profit Sharing Plan-5$202,371$63,360$12,672iApproximate average salary by contribution assumption: employee only about $316,800 at 4% or $211,200 at 6%; with 50% employer match about $211,200 at 4% or $140,800 at 6%; with 100% employer match about $158,400 at 4% or $105,600 at 6%.
Joseph M. Lichtenstein PC Retirement Trust-2$71,805$71,805$35,903iApproximate average salary by contribution assumption: employee only about $897,563 at 4% or $598,375 at 6%; with 50% employer match about $598,375 at 4% or $398,917 at 6%; with 100% employer match about $448,781 at 4% or $299,188 at 6%.