Civic Intelligence

Agency Sacks Incorporated

Plan context: Sacks & Rosen 401K Plan

EIN 13-2506988 • New York City, NY • 28 filings • 4 plans

345 Seventh Ave., 19th FlrNew York City, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,218,169

2024 Contributions

$482,605

Historical Graphs

Total Assets Over Time

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

$5,218,169$2,609,085$0199920132024YearValue
$5,218,169Latest year 2024

Participants Over Time

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

29150199920132024YearValue
13Latest 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
2024213$5,218,169$482,605$37,123iApproximate average salary by contribution assumption: employee only about $928,087 at 4% or $618,724 at 6%; with 50% employer match about $618,724 at 4% or $412,483 at 6%; with 100% employer match about $464,043 at 4% or $309,362 at 6%.
Sacks & Rosen 401K Plan-13$4,677,171$353,147$27,165iApproximate average salary by contribution assumption: employee only about $679,129 at 4% or $452,753 at 6%; with 50% employer match about $452,753 at 4% or $301,835 at 6%; with 100% employer match about $339,564 at 4% or $226,376 at 6%.
Agency Sacks Incorporated Cash Balance Plan-5$540,998$129,458$25,892iApproximate average salary by contribution assumption: employee only about $647,290 at 4% or $431,527 at 6%; with 50% employer match about $431,527 at 4% or $287,684 at 6%; with 100% employer match about $323,645 at 4% or $215,763 at 6%.
2023215$4,465,776$355,491$23,699iApproximate average salary by contribution assumption: employee only about $592,485 at 4% or $394,990 at 6%; with 50% employer match about $394,990 at 4% or $263,327 at 6%; with 100% employer match about $296,243 at 4% or $197,495 at 6%.
Sacks & Rosen 401K Plan-15$4,079,706$235,491$15,699iApproximate average salary by contribution assumption: employee only about $392,485 at 4% or $261,657 at 6%; with 50% employer match about $261,657 at 4% or $174,438 at 6%; with 100% employer match about $196,243 at 4% or $130,828 at 6%.
Agency Sacks Incorporated Cash Balance Plan-4$386,070$120,000$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%.
2022214$3,657,861$842,343$60,167iApproximate average salary by contribution assumption: employee only about $1,504,184 at 4% or $1,002,789 at 6%; with 50% employer match about $1,002,789 at 4% or $668,526 at 6%; with 100% employer match about $752,092 at 4% or $501,395 at 6%.
Sacks & Rosen 401K Plan-14$3,412,640$716,592$51,185iApproximate average salary by contribution assumption: employee only about $1,279,629 at 4% or $853,086 at 6%; with 50% employer match about $853,086 at 4% or $568,724 at 6%; with 100% employer match about $639,814 at 4% or $426,543 at 6%.
Agency Sacks Incorporated Cash Balance Plan-4$245,221$125,751$31,438iApproximate average salary by contribution assumption: employee only about $785,944 at 4% or $523,963 at 6%; with 50% employer match about $523,963 at 4% or $349,308 at 6%; with 100% employer match about $392,972 at 4% or $261,981 at 6%.
2021212$3,425,162$209,055$17,421iApproximate average salary by contribution assumption: employee only about $435,531 at 4% or $290,354 at 6%; with 50% employer match about $290,354 at 4% or $193,569 at 6%; with 100% employer match about $217,766 at 4% or $145,177 at 6%.
Sacks & Rosen 401K Plan-12$3,306,237$90,130$7,511iApproximate average salary by contribution assumption: employee only about $187,771 at 4% or $125,181 at 6%; with 50% employer match about $125,181 at 4% or $83,454 at 6%; with 100% employer match about $93,885 at 4% or $62,590 at 6%.
Agency Sacks Incorporated Cash Balance Plan-4$118,925$118,925$29,731iApproximate average salary by contribution assumption: employee only about $743,281 at 4% or $495,521 at 6%; with 50% employer match about $495,521 at 4% or $330,347 at 6%; with 100% employer match about $371,641 at 4% or $247,760 at 6%.
2020112$2,862,163$78,887$6,574iApproximate average salary by contribution assumption: employee only about $164,348 at 4% or $109,565 at 6%; with 50% employer match about $109,565 at 4% or $73,044 at 6%; with 100% employer match about $82,174 at 4% or $54,783 at 6%.
Sacks & Rosen 401K Plan-12$2,862,163$78,887$6,574iApproximate average salary by contribution assumption: employee only about $164,348 at 4% or $109,565 at 6%; with 50% employer match about $109,565 at 4% or $73,044 at 6%; with 100% employer match about $82,174 at 4% or $54,783 at 6%.
201916$2,432,011$87,614$14,602iApproximate average salary by contribution assumption: employee only about $365,058 at 4% or $243,372 at 6%; with 50% employer match about $243,372 at 4% or $162,248 at 6%; with 100% employer match about $182,529 at 4% or $121,686 at 6%.
Sacks & Rosen 401K Plan-6$2,432,011$87,614$14,602iApproximate average salary by contribution assumption: employee only about $365,058 at 4% or $243,372 at 6%; with 50% employer match about $243,372 at 4% or $162,248 at 6%; with 100% employer match about $182,529 at 4% or $121,686 at 6%.
2018113$1,943,795$83,545$6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,554 at 6%.
Sacks & Rosen 401K Plan-13$1,943,795$83,545$6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,554 at 6%.
2017112$2,041,876$77,869$6,489iApproximate average salary by contribution assumption: employee only about $162,227 at 4% or $108,151 at 6%; with 50% employer match about $108,151 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
Sacks & Rosen 401K Plan-12$2,041,876$77,869$6,489iApproximate average salary by contribution assumption: employee only about $162,227 at 4% or $108,151 at 6%; with 50% employer match about $108,151 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
2016113$1,659,318$73,479$5,652iApproximate average salary by contribution assumption: employee only about $141,306 at 4% or $94,204 at 6%; with 50% employer match about $94,204 at 4% or $62,803 at 6%; with 100% employer match about $70,653 at 4% or $47,102 at 6%.
Sacks & Rosen 401K Plan-13$1,659,318$73,479$5,652iApproximate average salary by contribution assumption: employee only about $141,306 at 4% or $94,204 at 6%; with 50% employer match about $94,204 at 4% or $62,803 at 6%; with 100% employer match about $70,653 at 4% or $47,102 at 6%.
2015116$1,507,566$107,958$6,747iApproximate average salary by contribution assumption: employee only about $168,684 at 4% or $112,456 at 6%; with 50% employer match about $112,456 at 4% or $74,971 at 6%; with 100% employer match about $84,342 at 4% or $56,228 at 6%.
Sacks & Rosen 401K Plan-16$1,507,566$107,958$6,747iApproximate average salary by contribution assumption: employee only about $168,684 at 4% or $112,456 at 6%; with 50% employer match about $112,456 at 4% or $74,971 at 6%; with 100% employer match about $84,342 at 4% or $56,228 at 6%.
2014119$1,654,800$114,024$6,001iApproximate average salary by contribution assumption: employee only about $150,032 at 4% or $100,021 at 6%; with 50% employer match about $100,021 at 4% or $66,681 at 6%; with 100% employer match about $75,016 at 4% or $50,011 at 6%.
Sacks & Rosen 401K Plan-19$1,654,800$114,024$6,001iApproximate average salary by contribution assumption: employee only about $150,032 at 4% or $100,021 at 6%; with 50% employer match about $100,021 at 4% or $66,681 at 6%; with 100% employer match about $75,016 at 4% or $50,011 at 6%.
2013124$1,616,495$136,853$5,702iApproximate average salary by contribution assumption: employee only about $142,555 at 4% or $95,037 at 6%; with 50% employer match about $95,037 at 4% or $63,358 at 6%; with 100% employer match about $71,278 at 4% or $47,518 at 6%.
Sacks & Rosen 401K Plan-24$1,616,495$136,853$5,702iApproximate average salary by contribution assumption: employee only about $142,555 at 4% or $95,037 at 6%; with 50% employer match about $95,037 at 4% or $63,358 at 6%; with 100% employer match about $71,278 at 4% or $47,518 at 6%.
2012123$1,437,877$113,809$4,948iApproximate average salary by contribution assumption: employee only about $123,705 at 4% or $82,470 at 6%; with 50% employer match about $82,470 at 4% or $54,980 at 6%; with 100% employer match about $61,853 at 4% or $41,235 at 6%.
Sacks & Rosen 401K Plan-23$1,437,877$113,809$4,948iApproximate average salary by contribution assumption: employee only about $123,705 at 4% or $82,470 at 6%; with 50% employer match about $82,470 at 4% or $54,980 at 6%; with 100% employer match about $61,853 at 4% or $41,235 at 6%.
2011122$1,209,587$115,808$5,264iApproximate average salary by contribution assumption: employee only about $131,600 at 4% or $87,733 at 6%; with 50% employer match about $87,733 at 4% or $58,489 at 6%; with 100% employer match about $65,800 at 4% or $43,867 at 6%.
Sacks & Rosen 401K Plan-22$1,209,587$115,808$5,264iApproximate average salary by contribution assumption: employee only about $131,600 at 4% or $87,733 at 6%; with 50% employer match about $87,733 at 4% or $58,489 at 6%; with 100% employer match about $65,800 at 4% or $43,867 at 6%.
2010123$1,269,774$232,878$10,125iApproximate average salary by contribution assumption: employee only about $253,128 at 4% or $168,752 at 6%; with 50% employer match about $168,752 at 4% or $112,501 at 6%; with 100% employer match about $126,564 at 4% or $84,376 at 6%.
Sacks & Rosen 401K Plan-23$1,269,774$232,878$10,125iApproximate average salary by contribution assumption: employee only about $253,128 at 4% or $168,752 at 6%; with 50% employer match about $168,752 at 4% or $112,501 at 6%; with 100% employer match about $126,564 at 4% or $84,376 at 6%.
2009123$1,114,905$146,903$6,387iApproximate average salary by contribution assumption: employee only about $159,677 at 4% or $106,451 at 6%; with 50% employer match about $106,451 at 4% or $70,968 at 6%; with 100% employer match about $79,839 at 4% or $53,226 at 6%.
Sacks & Rosen 401K Plan-23$1,114,905$146,903$6,387iApproximate average salary by contribution assumption: employee only about $159,677 at 4% or $106,451 at 6%; with 50% employer match about $106,451 at 4% or $70,968 at 6%; with 100% employer match about $79,839 at 4% or $53,226 at 6%.
2008129$719,083$180,935$6,239iApproximate average salary by contribution assumption: employee only about $155,978 at 4% or $103,986 at 6%; with 50% employer match about $103,986 at 4% or $69,324 at 6%; with 100% employer match about $77,989 at 4% or $51,993 at 6%.
Sacks & Rosen 401K Plan-29$719,083$180,935$6,239iApproximate average salary by contribution assumption: employee only about $155,978 at 4% or $103,986 at 6%; with 50% employer match about $103,986 at 4% or $69,324 at 6%; with 100% employer match about $77,989 at 4% or $51,993 at 6%.
2007125$0$0-
Sacks & Rosen 401K Plan-25---
2006129$650,246$118,600$4,090iApproximate average salary by contribution assumption: employee only about $102,241 at 4% or $68,161 at 6%; with 50% employer match about $68,161 at 4% or $45,441 at 6%; with 100% employer match about $51,121 at 4% or $34,080 at 6%.
Sacks & Rosen 401K Plan-29$650,246$118,600$4,090iApproximate average salary by contribution assumption: employee only about $102,241 at 4% or $68,161 at 6%; with 50% employer match about $68,161 at 4% or $45,441 at 6%; with 100% employer match about $51,121 at 4% or $34,080 at 6%.
2003119$322,225$63,117$3,322iApproximate average salary by contribution assumption: employee only about $83,049 at 4% or $55,366 at 6%; with 50% employer match about $55,366 at 4% or $36,911 at 6%; with 100% employer match about $41,524 at 4% or $27,683 at 6%.
Sacks & Rosen 401K Plan-19$322,225$63,117$3,322iApproximate average salary by contribution assumption: employee only about $83,049 at 4% or $55,366 at 6%; with 50% employer match about $55,366 at 4% or $36,911 at 6%; with 100% employer match about $41,524 at 4% or $27,683 at 6%.
2002112$201,108$58,696$4,891iApproximate average salary by contribution assumption: employee only about $122,283 at 4% or $81,522 at 6%; with 50% employer match about $81,522 at 4% or $54,348 at 6%; with 100% employer match about $61,142 at 4% or $40,761 at 6%.
Sacks & Rosen 401K Plan-12$201,108$58,696$4,891iApproximate average salary by contribution assumption: employee only about $122,283 at 4% or $81,522 at 6%; with 50% employer match about $81,522 at 4% or $54,348 at 6%; with 100% employer match about $61,142 at 4% or $40,761 at 6%.
2001114$183,721$52,533$3,752iApproximate average salary by contribution assumption: employee only about $93,809 at 4% or $62,539 at 6%; with 50% employer match about $62,539 at 4% or $41,693 at 6%; with 100% employer match about $46,904 at 4% or $31,270 at 6%.
Sacks & Rosen 401K Plan-14$183,721$52,533$3,752iApproximate average salary by contribution assumption: employee only about $93,809 at 4% or $62,539 at 6%; with 50% employer match about $62,539 at 4% or $41,693 at 6%; with 100% employer match about $46,904 at 4% or $31,270 at 6%.
2000114$143,694$52,461$3,747iApproximate average salary by contribution assumption: employee only about $93,680 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
Sacks & Rosen 401K Plan-14$143,694$52,461$3,747iApproximate average salary by contribution assumption: employee only about $93,680 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,840 at 4% or $31,227 at 6%.
199918$98,707$41,766$5,221iApproximate average salary by contribution assumption: employee only about $130,519 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,008 at 6%; with 100% employer match about $65,259 at 4% or $43,506 at 6%.
Sacks & Rosen 401K Plan-8$98,707$41,766$5,221iApproximate average salary by contribution assumption: employee only about $130,519 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,008 at 6%; with 100% employer match about $65,259 at 4% or $43,506 at 6%.