Civic Intelligence

Edward Albee C/O a. Kozak & Co. LLP

Plan context: Edward Albee Pension Trust

EIN 13-1974542 • New York, NY • 26 filings • 1 plans

192 Lexington Avenue, Suite 1100New York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$569,899

2024 Contributions

$162,000

Historical Graphs

Total Assets Over Time

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

$3,253,153$1,626,577$0199920142024YearValue
$569,899Latest year 2024

Participants Over Time

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

420199920122024YearValue
3Latest 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
202413$569,899$0-
Edward Albee Pension Trust-3$569,899--
202313$798,313$162,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Edward Albee Pension Trust-3$798,313$162,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
202213$725,505$0-
Edward Albee Pension Trust-3$725,505--
202113$1,080,066$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Edward Albee Pension Trust-3$1,080,066$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202013$1,153,640$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Edward Albee Pension Trust-3$1,153,640$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201913$1,225,344$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Edward Albee Pension Trust-3$1,225,344$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201813$1,165,791$26,650$8,883iApproximate average salary by contribution assumption: employee only about $222,083 at 4% or $148,056 at 6%; with 50% employer match about $148,056 at 4% or $98,704 at 6%; with 100% employer match about $111,042 at 4% or $74,028 at 6%.
Edward Albee Pension Trust-3$1,165,791$26,650$8,883iApproximate average salary by contribution assumption: employee only about $222,083 at 4% or $148,056 at 6%; with 50% employer match about $148,056 at 4% or $98,704 at 6%; with 100% employer match about $111,042 at 4% or $74,028 at 6%.
201714$1,492,372$9,200$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
Edward Albee Pension Trust-4$1,492,372$9,200$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
201614$1,696,253$0-
Edward Albee Pension Trust-4$1,696,253$0-
201514$1,828,084$0-
Edward Albee Pension Trust-4$1,828,084$0-
201414$2,075,642$0-
Edward Albee Pension Trust-4$2,075,642$0-
201314$2,258,837$134,000$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
Edward Albee Pension Trust-4$2,258,837$134,000$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201214$1,985,799$184,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Edward Albee Pension Trust-4$1,985,799$184,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
201114$1,887,471$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Edward Albee Pension Trust-4$1,887,471$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201014$2,096,794$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Edward Albee Pension Trust-4$2,096,794$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200914$2,082,209$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Edward Albee Pension Trust-4$2,082,209$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200811$0$0-
Edward Albee Pension Trust-1---
200711$0$0-
Edward Albee Pension Trust-1---
200611$3,253,153$32,597$32,597iApproximate average salary by contribution assumption: employee only about $814,925 at 4% or $543,283 at 6%; with 50% employer match about $543,283 at 4% or $362,189 at 6%; with 100% employer match about $407,463 at 4% or $271,642 at 6%.
Edward Albee Pension Trust-1$3,253,153$32,597$32,597iApproximate average salary by contribution assumption: employee only about $814,925 at 4% or $543,283 at 6%; with 50% employer match about $543,283 at 4% or $362,189 at 6%; with 100% employer match about $407,463 at 4% or $271,642 at 6%.
200512$3,114,752$66,063$33,032iApproximate average salary by contribution assumption: employee only about $825,788 at 4% or $550,525 at 6%; with 50% employer match about $550,525 at 4% or $367,017 at 6%; with 100% employer match about $412,894 at 4% or $275,263 at 6%.
Edward Albee Pension Trust-2$3,114,752$66,063$33,032iApproximate average salary by contribution assumption: employee only about $825,788 at 4% or $550,525 at 6%; with 50% employer match about $550,525 at 4% or $367,017 at 6%; with 100% employer match about $412,894 at 4% or $275,263 at 6%.
200412$3,069,050$148,603$74,302iApproximate average salary by contribution assumption: employee only about $1,857,538 at 4% or $1,238,358 at 6%; with 50% employer match about $1,238,358 at 4% or $825,572 at 6%; with 100% employer match about $928,769 at 4% or $619,179 at 6%.
Edward Albee Pension Trust-2$3,069,050$148,603$74,302iApproximate average salary by contribution assumption: employee only about $1,857,538 at 4% or $1,238,358 at 6%; with 50% employer match about $1,238,358 at 4% or $825,572 at 6%; with 100% employer match about $928,769 at 4% or $619,179 at 6%.
200312$2,797,848$310,832$155,416iApproximate average salary by contribution assumption: employee only about $3,885,400 at 4% or $2,590,267 at 6%; with 50% employer match about $2,590,267 at 4% or $1,726,844 at 6%; with 100% employer match about $1,942,700 at 4% or $1,295,133 at 6%.
Edward Albee Pension Trust-2$2,797,848$310,832$155,416iApproximate average salary by contribution assumption: employee only about $3,885,400 at 4% or $2,590,267 at 6%; with 50% employer match about $2,590,267 at 4% or $1,726,844 at 6%; with 100% employer match about $1,942,700 at 4% or $1,295,133 at 6%.
200212$2,165,937$197,126$98,563iApproximate average salary by contribution assumption: employee only about $2,464,075 at 4% or $1,642,717 at 6%; with 50% employer match about $1,642,717 at 4% or $1,095,144 at 6%; with 100% employer match about $1,232,038 at 4% or $821,358 at 6%.
Edward Albee Pension Trust-2$2,165,937$197,126$98,563iApproximate average salary by contribution assumption: employee only about $2,464,075 at 4% or $1,642,717 at 6%; with 50% employer match about $1,642,717 at 4% or $1,095,144 at 6%; with 100% employer match about $1,232,038 at 4% or $821,358 at 6%.
200110$0$0-
Edward Albee Pension Trust-0---
200012$0$0-
Edward Albee Pension Trust-2---
199912$1,863,085$120,911$60,456iApproximate average salary by contribution assumption: employee only about $1,511,388 at 4% or $1,007,592 at 6%; with 50% employer match about $1,007,592 at 4% or $671,728 at 6%; with 100% employer match about $755,694 at 4% or $503,796 at 6%.
Edward Albee Pension Trust-2$1,863,085$120,911$60,456iApproximate average salary by contribution assumption: employee only about $1,511,388 at 4% or $1,007,592 at 6%; with 50% employer match about $1,007,592 at 4% or $671,728 at 6%; with 100% employer match about $755,694 at 4% or $503,796 at 6%.