Civic Intelligence

Sargoy, Stein, Rosen & Shapiro

Plan context: Sargoy Stein Rosen & Shapiro Profit Sharing Plan

EIN 13-1543381 • New York, NY • 45 filings • 5 plans

57 W38th Street11th FloorNew York, NY 10018
Current Snapshot

Latest Year

2021

2021 Participants

25

2021 Assets

$9,394,676

2021 Contributions

$257,216

Historical Graphs

Total Assets Over Time

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

$10,917,316$5,458,658$0199920112021YearValue
$9,394,676Latest year 2021

Participants Over Time

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

37190199920102021YearValue
25Latest year 2021

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
2021125$9,394,676$257,216$10,289iApproximate average salary by contribution assumption: employee only about $257,216 at 4% or $171,477 at 6%; with 50% employer match about $171,477 at 4% or $114,318 at 6%; with 100% employer match about $128,608 at 4% or $85,739 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-25$9,394,676$257,216$10,289iApproximate average salary by contribution assumption: employee only about $257,216 at 4% or $171,477 at 6%; with 50% employer match about $171,477 at 4% or $114,318 at 6%; with 100% employer match about $128,608 at 4% or $85,739 at 6%.
2020227$3,653,868$161,180$5,970iApproximate average salary by contribution assumption: employee only about $149,241 at 4% or $99,494 at 6%; with 50% employer match about $99,494 at 4% or $66,329 at 6%; with 100% employer match about $74,620 at 4% or $49,747 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-27$3,653,868$139,279$5,158iApproximate average salary by contribution assumption: employee only about $128,962 at 4% or $85,975 at 6%; with 50% employer match about $85,975 at 4% or $57,316 at 6%; with 100% employer match about $64,481 at 4% or $42,987 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-0$0$21,901-
2019232$10,917,316$388,683$12,146iApproximate average salary by contribution assumption: employee only about $303,659 at 4% or $202,439 at 6%; with 50% employer match about $202,439 at 4% or $134,959 at 6%; with 100% employer match about $151,829 at 4% or $101,220 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-32$5,960,410$253,845$7,933iApproximate average salary by contribution assumption: employee only about $198,316 at 4% or $132,211 at 6%; with 50% employer match about $132,211 at 4% or $88,141 at 6%; with 100% employer match about $99,158 at 4% or $66,105 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-27$4,956,906$134,838$4,994iApproximate average salary by contribution assumption: employee only about $124,850 at 4% or $83,233 at 6%; with 50% employer match about $83,233 at 4% or $55,489 at 6%; with 100% employer match about $62,425 at 4% or $41,617 at 6%.
2018233$8,998,811$369,474$11,196iApproximate average salary by contribution assumption: employee only about $279,905 at 4% or $186,603 at 6%; with 50% employer match about $186,603 at 4% or $124,402 at 6%; with 100% employer match about $139,952 at 4% or $93,302 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-33$4,874,608$231,826$7,025iApproximate average salary by contribution assumption: employee only about $175,626 at 4% or $117,084 at 6%; with 50% employer match about $117,084 at 4% or $78,056 at 6%; with 100% employer match about $87,813 at 4% or $58,542 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-31$4,124,203$137,648$4,440iApproximate average salary by contribution assumption: employee only about $111,006 at 4% or $74,004 at 6%; with 50% employer match about $74,004 at 4% or $49,336 at 6%; with 100% employer match about $55,503 at 4% or $37,002 at 6%.
2017234$10,869,131$382,280$11,244iApproximate average salary by contribution assumption: employee only about $281,088 at 4% or $187,392 at 6%; with 50% employer match about $187,392 at 4% or $124,928 at 6%; with 100% employer match about $140,544 at 4% or $93,696 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-34$5,826,232$242,550$7,134iApproximate average salary by contribution assumption: employee only about $178,346 at 4% or $118,897 at 6%; with 50% employer match about $118,897 at 4% or $79,265 at 6%; with 100% employer match about $89,173 at 4% or $59,449 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-34$5,042,899$139,730$4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,495 at 6%; with 50% employer match about $68,495 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,248 at 6%.
2016235$9,287,958$375,473$10,728iApproximate average salary by contribution assumption: employee only about $268,195 at 4% or $178,797 at 6%; with 50% employer match about $178,797 at 4% or $119,198 at 6%; with 100% employer match about $134,098 at 4% or $89,398 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-35$4,919,823$236,719$6,763iApproximate average salary by contribution assumption: employee only about $169,085 at 4% or $112,723 at 6%; with 50% employer match about $112,723 at 4% or $75,149 at 6%; with 100% employer match about $84,543 at 4% or $56,362 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-30$4,368,135$138,754$4,625iApproximate average salary by contribution assumption: employee only about $115,628 at 4% or $77,086 at 6%; with 50% employer match about $77,086 at 4% or $51,390 at 6%; with 100% employer match about $57,814 at 4% or $38,543 at 6%.
2015229$8,927,071$351,993$12,138iApproximate average salary by contribution assumption: employee only about $303,442 at 4% or $202,295 at 6%; with 50% employer match about $202,295 at 4% or $134,863 at 6%; with 100% employer match about $151,721 at 4% or $101,147 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-29$4,614,285$220,541$7,605iApproximate average salary by contribution assumption: employee only about $190,122 at 4% or $126,748 at 6%; with 50% employer match about $126,748 at 4% or $84,498 at 6%; with 100% employer match about $95,061 at 4% or $63,374 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-22$4,312,786$131,452$5,975iApproximate average salary by contribution assumption: employee only about $149,377 at 4% or $99,585 at 6%; with 50% employer match about $99,585 at 4% or $66,390 at 6%; with 100% employer match about $74,689 at 4% or $49,792 at 6%.
2014235$9,061,160$371,153$10,604iApproximate average salary by contribution assumption: employee only about $265,109 at 4% or $176,740 at 6%; with 50% employer match about $176,740 at 4% or $117,826 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-33$4,557,132$143,765$4,357iApproximate average salary by contribution assumption: employee only about $108,913 at 4% or $72,609 at 6%; with 50% employer match about $72,609 at 4% or $48,406 at 6%; with 100% employer match about $54,456 at 4% or $36,304 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-35$4,504,028$227,388$6,497iApproximate average salary by contribution assumption: employee only about $162,420 at 4% or $108,280 at 6%; with 50% employer match about $108,280 at 4% or $72,187 at 6%; with 100% employer match about $81,210 at 4% or $54,140 at 6%.
2013230$8,429,551$355,186$11,840iApproximate average salary by contribution assumption: employee only about $295,988 at 4% or $197,326 at 6%; with 50% employer match about $197,326 at 4% or $131,550 at 6%; with 100% employer match about $147,994 at 4% or $98,663 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-24$4,295,946$137,536$5,731iApproximate average salary by contribution assumption: employee only about $143,267 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,756 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-30$4,133,605$217,650$7,255iApproximate average salary by contribution assumption: employee only about $181,375 at 4% or $120,917 at 6%; with 50% employer match about $120,917 at 4% or $80,611 at 6%; with 100% employer match about $90,688 at 4% or $60,458 at 6%.
2012229$7,038,940$358,463$12,361iApproximate average salary by contribution assumption: employee only about $309,020 at 4% or $206,013 at 6%; with 50% employer match about $206,013 at 4% or $137,342 at 6%; with 100% employer match about $154,510 at 4% or $103,007 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-21$3,595,637$147,051$7,002iApproximate average salary by contribution assumption: employee only about $175,061 at 4% or $116,707 at 6%; with 50% employer match about $116,707 at 4% or $77,805 at 6%; with 100% employer match about $87,530 at 4% or $58,354 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-29$3,443,303$211,412$7,290iApproximate average salary by contribution assumption: employee only about $182,252 at 4% or $121,501 at 6%; with 50% employer match about $121,501 at 4% or $81,001 at 6%; with 100% employer match about $91,126 at 4% or $60,751 at 6%.
2011227$6,332,453$350,187$12,970iApproximate average salary by contribution assumption: employee only about $324,247 at 4% or $216,165 at 6%; with 50% employer match about $216,165 at 4% or $144,110 at 6%; with 100% employer match about $162,124 at 4% or $108,082 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-23$3,229,499$148,366$6,451iApproximate average salary by contribution assumption: employee only about $161,267 at 4% or $107,512 at 6%; with 50% employer match about $107,512 at 4% or $71,674 at 6%; with 100% employer match about $80,634 at 4% or $53,756 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-27$3,102,954$201,821$7,475iApproximate average salary by contribution assumption: employee only about $186,871 at 4% or $124,581 at 6%; with 50% employer match about $124,581 at 4% or $83,054 at 6%; with 100% employer match about $93,436 at 4% or $62,290 at 6%.
2010226$6,275,278$359,411$13,824iApproximate average salary by contribution assumption: employee only about $345,588 at 4% or $230,392 at 6%; with 50% employer match about $230,392 at 4% or $153,594 at 6%; with 100% employer match about $172,794 at 4% or $115,196 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-24$3,289,149$149,764$6,240iApproximate average salary by contribution assumption: employee only about $156,004 at 4% or $104,003 at 6%; with 50% employer match about $104,003 at 4% or $69,335 at 6%; with 100% employer match about $78,002 at 4% or $52,001 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-26$2,986,129$209,647$8,063iApproximate average salary by contribution assumption: employee only about $201,584 at 4% or $134,389 at 6%; with 50% employer match about $134,389 at 4% or $89,593 at 6%; with 100% employer match about $100,792 at 4% or $67,195 at 6%.
2009228$6,068,330$414,570$14,806iApproximate average salary by contribution assumption: employee only about $370,152 at 4% or $246,768 at 6%; with 50% employer match about $246,768 at 4% or $164,512 at 6%; with 100% employer match about $185,076 at 4% or $123,384 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-24$3,062,595$167,975$6,999iApproximate average salary by contribution assumption: employee only about $174,974 at 4% or $116,649 at 6%; with 50% employer match about $116,649 at 4% or $77,766 at 6%; with 100% employer match about $87,487 at 4% or $58,325 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-28$3,005,735$246,595$8,807iApproximate average salary by contribution assumption: employee only about $220,174 at 4% or $146,783 at 6%; with 50% employer match about $146,783 at 4% or $97,855 at 6%; with 100% employer match about $110,087 at 4% or $73,391 at 6%.
2008228$2,718,409$174,576$6,235iApproximate average salary by contribution assumption: employee only about $155,871 at 4% or $103,914 at 6%; with 50% employer match about $103,914 at 4% or $69,276 at 6%; with 100% employer match about $77,936 at 4% or $51,957 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-25$2,718,409$174,576$6,983iApproximate average salary by contribution assumption: employee only about $174,576 at 4% or $116,384 at 6%; with 50% employer match about $116,384 at 4% or $77,589 at 6%; with 100% employer match about $87,288 at 4% or $58,192 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-28---
2007228$3,401,372$163,489$5,839iApproximate average salary by contribution assumption: employee only about $145,972 at 4% or $97,315 at 6%; with 50% employer match about $97,315 at 4% or $64,877 at 6%; with 100% employer match about $72,986 at 4% or $48,657 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-23$3,401,372$163,489$7,108iApproximate average salary by contribution assumption: employee only about $177,705 at 4% or $118,470 at 6%; with 50% employer match about $118,470 at 4% or $78,980 at 6%; with 100% employer match about $88,853 at 4% or $59,235 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-28---
2006234$5,924,881$379,501$11,162iApproximate average salary by contribution assumption: employee only about $279,045 at 4% or $186,030 at 6%; with 50% employer match about $186,030 at 4% or $124,020 at 6%; with 100% employer match about $139,522 at 4% or $93,015 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-20$3,254,668$153,099$7,655iApproximate average salary by contribution assumption: employee only about $191,374 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,055 at 6%; with 100% employer match about $95,687 at 4% or $63,791 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-34$2,670,213$226,402$6,659iApproximate average salary by contribution assumption: employee only about $166,472 at 4% or $110,981 at 6%; with 50% employer match about $110,981 at 4% or $73,988 at 6%; with 100% employer match about $83,236 at 4% or $55,491 at 6%.
2005234$5,741,790$372,303$10,950iApproximate average salary by contribution assumption: employee only about $273,752 at 4% or $182,501 at 6%; with 50% employer match about $182,501 at 4% or $121,668 at 6%; with 100% employer match about $136,876 at 4% or $91,251 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-22$3,198,365$151,808$6,900iApproximate average salary by contribution assumption: employee only about $172,509 at 4% or $115,006 at 6%; with 50% employer match about $115,006 at 4% or $76,671 at 6%; with 100% employer match about $86,255 at 4% or $57,503 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-34$2,543,425$220,495$6,485iApproximate average salary by contribution assumption: employee only about $162,129 at 4% or $108,086 at 6%; with 50% employer match about $108,086 at 4% or $72,057 at 6%; with 100% employer match about $81,064 at 4% or $54,043 at 6%.
2004228$5,981,402$361,442$12,909iApproximate average salary by contribution assumption: employee only about $322,716 at 4% or $215,144 at 6%; with 50% employer match about $215,144 at 4% or $143,429 at 6%; with 100% employer match about $161,358 at 4% or $107,572 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-25$3,584,581$158,726$6,349iApproximate average salary by contribution assumption: employee only about $158,726 at 4% or $105,817 at 6%; with 50% employer match about $105,817 at 4% or $70,545 at 6%; with 100% employer match about $79,363 at 4% or $52,909 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-28$2,396,821$202,716$7,240iApproximate average salary by contribution assumption: employee only about $180,996 at 4% or $120,664 at 6%; with 50% employer match about $120,664 at 4% or $80,443 at 6%; with 100% employer match about $90,498 at 4% or $60,332 at 6%.
2003229$2,049,897$182,892$6,307iApproximate average salary by contribution assumption: employee only about $157,666 at 4% or $105,110 at 6%; with 50% employer match about $105,110 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,555 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-29$2,049,897$182,892$6,307iApproximate average salary by contribution assumption: employee only about $157,666 at 4% or $105,110 at 6%; with 50% employer match about $105,110 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,555 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-29---
2002231$1,714,236$166,615$5,375iApproximate average salary by contribution assumption: employee only about $134,367 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,719 at 6%; with 100% employer match about $67,183 at 4% or $44,789 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-31$1,714,236$166,615$5,375iApproximate average salary by contribution assumption: employee only about $134,367 at 4% or $89,578 at 6%; with 50% employer match about $89,578 at 4% or $59,719 at 6%; with 100% employer match about $67,183 at 4% or $44,789 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-27---
2001232$0$0-
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-28---
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-32---
2000233$5,369,611$307,740$9,325iApproximate average salary by contribution assumption: employee only about $233,136 at 4% or $155,424 at 6%; with 50% employer match about $155,424 at 4% or $103,616 at 6%; with 100% employer match about $116,568 at 4% or $77,712 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-26$3,678,294$117,316$4,512iApproximate average salary by contribution assumption: employee only about $112,804 at 4% or $75,203 at 6%; with 50% employer match about $75,203 at 4% or $50,135 at 6%; with 100% employer match about $56,402 at 4% or $37,601 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-33$1,691,317$190,424$5,770iApproximate average salary by contribution assumption: employee only about $144,261 at 4% or $96,174 at 6%; with 50% employer match about $96,174 at 4% or $64,116 at 6%; with 100% employer match about $72,130 at 4% or $48,087 at 6%.
1999237$6,005,124$319,584$8,637iApproximate average salary by contribution assumption: employee only about $215,935 at 4% or $143,957 at 6%; with 50% employer match about $143,957 at 4% or $95,971 at 6%; with 100% employer match about $107,968 at 4% or $71,978 at 6%.
Sargoy Stein Rosen & Shapiro Profit Sharing Plan-26$4,454,097$140,661$5,410iApproximate average salary by contribution assumption: employee only about $135,251 at 4% or $90,167 at 6%; with 50% employer match about $90,167 at 4% or $60,112 at 6%; with 100% employer match about $67,625 at 4% or $45,084 at 6%.
Sargoy, Stein, Rosen & Shapiro 401K Savings Plan-37$1,551,027$178,923$4,836iApproximate average salary by contribution assumption: employee only about $120,894 at 4% or $80,596 at 6%; with 50% employer match about $80,596 at 4% or $53,731 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.