J.G. Eberlein and Co Inc
Plan context: J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust
EIN 13-2599539 • West Islip, NY • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,444,812
2024 Contributions
$83,762
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 | 5 | $1,444,812 | $83,762 | $16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,207 at 6%; with 50% employer match about $279,207 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $1,444,812 | $83,762 | $16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,207 at 6%; with 50% employer match about $279,207 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%. |
| 2023 | 1 | 6 | $1,209,542 | $96,444 | $16,074iApproximate average salary by contribution assumption: employee only about $401,850 at 4% or $267,900 at 6%; with 50% employer match about $267,900 at 4% or $178,600 at 6%; with 100% employer match about $200,925 at 4% or $133,950 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,209,542 | $96,444 | $16,074iApproximate average salary by contribution assumption: employee only about $401,850 at 4% or $267,900 at 6%; with 50% employer match about $267,900 at 4% or $178,600 at 6%; with 100% employer match about $200,925 at 4% or $133,950 at 6%. |
| 2022 | 1 | 7 | $2,357,586 | $87,995 | $12,571iApproximate average salary by contribution assumption: employee only about $314,268 at 4% or $209,512 at 6%; with 50% employer match about $209,512 at 4% or $139,675 at 6%; with 100% employer match about $157,134 at 4% or $104,756 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 7 | $2,357,586 | $87,995 | $12,571iApproximate average salary by contribution assumption: employee only about $314,268 at 4% or $209,512 at 6%; with 50% employer match about $209,512 at 4% or $139,675 at 6%; with 100% employer match about $157,134 at 4% or $104,756 at 6%. |
| 2021 | 1 | 7 | $2,719,901 | $82,653 | $11,808iApproximate average salary by contribution assumption: employee only about $295,189 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,195 at 6%; with 100% employer match about $147,595 at 4% or $98,396 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 7 | $2,719,901 | $82,653 | $11,808iApproximate average salary by contribution assumption: employee only about $295,189 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,195 at 6%; with 100% employer match about $147,595 at 4% or $98,396 at 6%. |
| 2020 | 1 | 7 | $3,184,005 | $82,369 | $11,767iApproximate average salary by contribution assumption: employee only about $294,175 at 4% or $196,117 at 6%; with 50% employer match about $196,117 at 4% or $130,744 at 6%; with 100% employer match about $147,088 at 4% or $98,058 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 7 | $3,184,005 | $82,369 | $11,767iApproximate average salary by contribution assumption: employee only about $294,175 at 4% or $196,117 at 6%; with 50% employer match about $196,117 at 4% or $130,744 at 6%; with 100% employer match about $147,088 at 4% or $98,058 at 6%. |
| 2019 | 1 | 8 | $2,719,929 | $86,631 | $10,829iApproximate average salary by contribution assumption: employee only about $270,722 at 4% or $180,481 at 6%; with 50% employer match about $180,481 at 4% or $120,321 at 6%; with 100% employer match about $135,361 at 4% or $90,241 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 8 | $2,719,929 | $86,631 | $10,829iApproximate average salary by contribution assumption: employee only about $270,722 at 4% or $180,481 at 6%; with 50% employer match about $180,481 at 4% or $120,321 at 6%; with 100% employer match about $135,361 at 4% or $90,241 at 6%. |
| 2018 | 1 | 9 | $3,103,314 | $84,902 | $9,434iApproximate average salary by contribution assumption: employee only about $235,839 at 4% or $157,226 at 6%; with 50% employer match about $157,226 at 4% or $104,817 at 6%; with 100% employer match about $117,919 at 4% or $78,613 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 9 | $3,103,314 | $84,902 | $9,434iApproximate average salary by contribution assumption: employee only about $235,839 at 4% or $157,226 at 6%; with 50% employer match about $157,226 at 4% or $104,817 at 6%; with 100% employer match about $117,919 at 4% or $78,613 at 6%. |
| 2017 | 1 | 10 | $3,180,960 | $88,509 | $8,851iApproximate average salary by contribution assumption: employee only about $221,273 at 4% or $147,515 at 6%; with 50% employer match about $147,515 at 4% or $98,343 at 6%; with 100% employer match about $110,636 at 4% or $73,758 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 10 | $3,180,960 | $88,509 | $8,851iApproximate average salary by contribution assumption: employee only about $221,273 at 4% or $147,515 at 6%; with 50% employer match about $147,515 at 4% or $98,343 at 6%; with 100% employer match about $110,636 at 4% or $73,758 at 6%. |
| 2016 | 1 | 9 | $2,750,497 | $95,828 | $10,648iApproximate average salary by contribution assumption: employee only about $266,189 at 4% or $177,459 at 6%; with 50% employer match about $177,459 at 4% or $118,306 at 6%; with 100% employer match about $133,094 at 4% or $88,730 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 9 | $2,750,497 | $95,828 | $10,648iApproximate average salary by contribution assumption: employee only about $266,189 at 4% or $177,459 at 6%; with 50% employer match about $177,459 at 4% or $118,306 at 6%; with 100% employer match about $133,094 at 4% or $88,730 at 6%. |
| 2015 | 1 | 10 | $2,558,371 | $96,155 | $9,616iApproximate average salary by contribution assumption: employee only about $240,388 at 4% or $160,258 at 6%; with 50% employer match about $160,258 at 4% or $106,839 at 6%; with 100% employer match about $120,194 at 4% or $80,129 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 10 | $2,558,371 | $96,155 | $9,616iApproximate average salary by contribution assumption: employee only about $240,388 at 4% or $160,258 at 6%; with 50% employer match about $160,258 at 4% or $106,839 at 6%; with 100% employer match about $120,194 at 4% or $80,129 at 6%. |
| 2014 | 1 | 10 | $2,507,476 | $84,379 | $8,438iApproximate average salary by contribution assumption: employee only about $210,948 at 4% or $140,632 at 6%; with 50% employer match about $140,632 at 4% or $93,754 at 6%; with 100% employer match about $105,474 at 4% or $70,316 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 10 | $2,507,476 | $84,379 | $8,438iApproximate average salary by contribution assumption: employee only about $210,948 at 4% or $140,632 at 6%; with 50% employer match about $140,632 at 4% or $93,754 at 6%; with 100% employer match about $105,474 at 4% or $70,316 at 6%. |
| 2013 | 1 | 8 | $2,297,090 | $79,207 | $9,901iApproximate average salary by contribution assumption: employee only about $247,522 at 4% or $165,015 at 6%; with 50% employer match about $165,015 at 4% or $110,010 at 6%; with 100% employer match about $123,761 at 4% or $82,507 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 8 | $2,297,090 | $79,207 | $9,901iApproximate average salary by contribution assumption: employee only about $247,522 at 4% or $165,015 at 6%; with 50% employer match about $165,015 at 4% or $110,010 at 6%; with 100% employer match about $123,761 at 4% or $82,507 at 6%. |
| 2012 | 1 | 6 | $1,907,165 | $57,574 | $9,596iApproximate average salary by contribution assumption: employee only about $239,892 at 4% or $159,928 at 6%; with 50% employer match about $159,928 at 4% or $106,619 at 6%; with 100% employer match about $119,946 at 4% or $79,964 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,907,165 | $57,574 | $9,596iApproximate average salary by contribution assumption: employee only about $239,892 at 4% or $159,928 at 6%; with 50% employer match about $159,928 at 4% or $106,619 at 6%; with 100% employer match about $119,946 at 4% or $79,964 at 6%. |
| 2011 | 1 | 5 | $1,678,348 | $65,661 | $13,132iApproximate average salary by contribution assumption: employee only about $328,305 at 4% or $218,870 at 6%; with 50% employer match about $218,870 at 4% or $145,913 at 6%; with 100% employer match about $164,153 at 4% or $109,435 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $1,678,348 | $65,661 | $13,132iApproximate average salary by contribution assumption: employee only about $328,305 at 4% or $218,870 at 6%; with 50% employer match about $218,870 at 4% or $145,913 at 6%; with 100% employer match about $164,153 at 4% or $109,435 at 6%. |
| 2010 | 1 | 4 | $1,616,619 | $28,116 | $7,029iApproximate average salary by contribution assumption: employee only about $175,725 at 4% or $117,150 at 6%; with 50% employer match about $117,150 at 4% or $78,100 at 6%; with 100% employer match about $87,863 at 4% or $58,575 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 4 | $1,616,619 | $28,116 | $7,029iApproximate average salary by contribution assumption: employee only about $175,725 at 4% or $117,150 at 6%; with 50% employer match about $117,150 at 4% or $78,100 at 6%; with 100% employer match about $87,863 at 4% or $58,575 at 6%. |
| 2009 | 1 | 4 | $1,401,178 | $24,443 | $6,111iApproximate average salary by contribution assumption: employee only about $152,769 at 4% or $101,846 at 6%; with 50% employer match about $101,846 at 4% or $67,897 at 6%; with 100% employer match about $76,384 at 4% or $50,923 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 4 | $1,401,178 | $24,443 | $6,111iApproximate average salary by contribution assumption: employee only about $152,769 at 4% or $101,846 at 6%; with 50% employer match about $101,846 at 4% or $67,897 at 6%; with 100% employer match about $76,384 at 4% or $50,923 at 6%. |
| 2008 | 1 | 5 | $1,129,941 | $24,648 | $4,930iApproximate average salary by contribution assumption: employee only about $123,240 at 4% or $82,160 at 6%; with 50% employer match about $82,160 at 4% or $54,773 at 6%; with 100% employer match about $61,620 at 4% or $41,080 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $1,129,941 | $24,648 | $4,930iApproximate average salary by contribution assumption: employee only about $123,240 at 4% or $82,160 at 6%; with 50% employer match about $82,160 at 4% or $54,773 at 6%; with 100% employer match about $61,620 at 4% or $41,080 at 6%. |
| 2007 | 1 | 6 | $1,531,287 | $28,698 | $4,783iApproximate average salary by contribution assumption: employee only about $119,575 at 4% or $79,717 at 6%; with 50% employer match about $79,717 at 4% or $53,144 at 6%; with 100% employer match about $59,788 at 4% or $39,858 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,531,287 | $28,698 | $4,783iApproximate average salary by contribution assumption: employee only about $119,575 at 4% or $79,717 at 6%; with 50% employer match about $79,717 at 4% or $53,144 at 6%; with 100% employer match about $59,788 at 4% or $39,858 at 6%. |
| 2006 | 1 | 6 | $1,407,882 | $19,783 | $3,297iApproximate average salary by contribution assumption: employee only about $82,429 at 4% or $54,953 at 6%; with 50% employer match about $54,953 at 4% or $36,635 at 6%; with 100% employer match about $41,215 at 4% or $27,476 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,407,882 | $19,783 | $3,297iApproximate average salary by contribution assumption: employee only about $82,429 at 4% or $54,953 at 6%; with 50% employer match about $54,953 at 4% or $36,635 at 6%; with 100% employer match about $41,215 at 4% or $27,476 at 6%. |
| 2005 | 1 | 6 | $1,256,177 | $12,633 | $2,106iApproximate average salary by contribution assumption: employee only about $52,638 at 4% or $35,092 at 6%; with 50% employer match about $35,092 at 4% or $23,394 at 6%; with 100% employer match about $26,319 at 4% or $17,546 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,256,177 | $12,633 | $2,106iApproximate average salary by contribution assumption: employee only about $52,638 at 4% or $35,092 at 6%; with 50% employer match about $35,092 at 4% or $23,394 at 6%; with 100% employer match about $26,319 at 4% or $17,546 at 6%. |
| 2004 | 1 | 6 | $1,206,848 | $10,198 | $1,700iApproximate average salary by contribution assumption: employee only about $42,492 at 4% or $28,328 at 6%; with 50% employer match about $28,328 at 4% or $18,885 at 6%; with 100% employer match about $21,246 at 4% or $14,164 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 6 | $1,206,848 | $10,198 | $1,700iApproximate average salary by contribution assumption: employee only about $42,492 at 4% or $28,328 at 6%; with 50% employer match about $28,328 at 4% or $18,885 at 6%; with 100% employer match about $21,246 at 4% or $14,164 at 6%. |
| 2003 | 1 | 5 | $1,152,298 | $8,146 | $1,629iApproximate average salary by contribution assumption: employee only about $40,730 at 4% or $27,153 at 6%; with 50% employer match about $27,153 at 4% or $18,102 at 6%; with 100% employer match about $20,365 at 4% or $13,577 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $1,152,298 | $8,146 | $1,629iApproximate average salary by contribution assumption: employee only about $40,730 at 4% or $27,153 at 6%; with 50% employer match about $27,153 at 4% or $18,102 at 6%; with 100% employer match about $20,365 at 4% or $13,577 at 6%. |
| 2002 | 1 | 5 | $990,500 | $10,942 | $2,188iApproximate average salary by contribution assumption: employee only about $54,710 at 4% or $36,473 at 6%; with 50% employer match about $36,473 at 4% or $24,316 at 6%; with 100% employer match about $27,355 at 4% or $18,237 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $990,500 | $10,942 | $2,188iApproximate average salary by contribution assumption: employee only about $54,710 at 4% or $36,473 at 6%; with 50% employer match about $36,473 at 4% or $24,316 at 6%; with 100% employer match about $27,355 at 4% or $18,237 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $1,570,984 | $9,466 | $1,893iApproximate average salary by contribution assumption: employee only about $47,330 at 4% or $31,553 at 6%; with 50% employer match about $31,553 at 4% or $21,036 at 6%; with 100% employer match about $23,665 at 4% or $15,777 at 6%. |
| J.G. Eberlein & Co Inc 401K Profit Sharing Plan and Trust | - | 5 | $1,570,984 | $9,466 | $1,893iApproximate average salary by contribution assumption: employee only about $47,330 at 4% or $31,553 at 6%; with 50% employer match about $31,553 at 4% or $21,036 at 6%; with 100% employer match about $23,665 at 4% or $15,777 at 6%. |