Civic Intelligence

Margolin, Lowenstein & Co. LLP

Plan context: Margolin, Lowenstein & Co. LLP 401K Plan

EIN 13-2623070 • Carle Place, NY • 26 filings • 3 plans

1 Old Country Road, Ste 300Carle Place, NY 11514
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$650,431

2024 Contributions

$42,770

Historical Graphs

Total Assets Over Time

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

$650,431$325,216$0199920142024YearValue
$650,431Latest year 2024

Participants Over Time

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

1160199920122024YearValue
11Latest 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
2024111$650,431$42,770$3,888iApproximate average salary by contribution assumption: employee only about $97,205 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,602 at 4% or $32,402 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-11$650,431$42,770$3,888iApproximate average salary by contribution assumption: employee only about $97,205 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,602 at 4% or $32,402 at 6%.
2023111$548,238$26,861$2,442iApproximate average salary by contribution assumption: employee only about $61,048 at 4% or $40,698 at 6%; with 50% employer match about $40,698 at 4% or $27,132 at 6%; with 100% employer match about $30,524 at 4% or $20,349 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-11$548,238$26,861$2,442iApproximate average salary by contribution assumption: employee only about $61,048 at 4% or $40,698 at 6%; with 50% employer match about $40,698 at 4% or $27,132 at 6%; with 100% employer match about $30,524 at 4% or $20,349 at 6%.
202219$468,442$33,200$3,689iApproximate average salary by contribution assumption: employee only about $92,222 at 4% or $61,481 at 6%; with 50% employer match about $61,481 at 4% or $40,988 at 6%; with 100% employer match about $46,111 at 4% or $30,741 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-9$468,442$33,200$3,689iApproximate average salary by contribution assumption: employee only about $92,222 at 4% or $61,481 at 6%; with 50% employer match about $61,481 at 4% or $40,988 at 6%; with 100% employer match about $46,111 at 4% or $30,741 at 6%.
202118$495,561$28,825$3,603iApproximate average salary by contribution assumption: employee only about $90,078 at 4% or $60,052 at 6%; with 50% employer match about $60,052 at 4% or $40,035 at 6%; with 100% employer match about $45,039 at 4% or $30,026 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-8$495,561$28,825$3,603iApproximate average salary by contribution assumption: employee only about $90,078 at 4% or $60,052 at 6%; with 50% employer match about $60,052 at 4% or $40,035 at 6%; with 100% employer match about $45,039 at 4% or $30,026 at 6%.
202018$430,648$41,424$5,178iApproximate average salary by contribution assumption: employee only about $129,450 at 4% or $86,300 at 6%; with 50% employer match about $86,300 at 4% or $57,533 at 6%; with 100% employer match about $64,725 at 4% or $43,150 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-8$430,648$41,424$5,178iApproximate average salary by contribution assumption: employee only about $129,450 at 4% or $86,300 at 6%; with 50% employer match about $86,300 at 4% or $57,533 at 6%; with 100% employer match about $64,725 at 4% or $43,150 at 6%.
201918$376,735$40,031$5,004iApproximate average salary by contribution assumption: employee only about $125,097 at 4% or $83,398 at 6%; with 50% employer match about $83,398 at 4% or $55,599 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-8$376,735$40,031$5,004iApproximate average salary by contribution assumption: employee only about $125,097 at 4% or $83,398 at 6%; with 50% employer match about $83,398 at 4% or $55,599 at 6%; with 100% employer match about $62,548 at 4% or $41,699 at 6%.
201818$317,132$32,767$4,096iApproximate average salary by contribution assumption: employee only about $102,397 at 4% or $68,265 at 6%; with 50% employer match about $68,265 at 4% or $45,510 at 6%; with 100% employer match about $51,198 at 4% or $34,132 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-8$317,132$32,767$4,096iApproximate average salary by contribution assumption: employee only about $102,397 at 4% or $68,265 at 6%; with 50% employer match about $68,265 at 4% or $45,510 at 6%; with 100% employer match about $51,198 at 4% or $34,132 at 6%.
201717$327,039$33,042$4,720iApproximate average salary by contribution assumption: employee only about $118,007 at 4% or $78,671 at 6%; with 50% employer match about $78,671 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-7$327,039$33,042$4,720iApproximate average salary by contribution assumption: employee only about $118,007 at 4% or $78,671 at 6%; with 50% employer match about $78,671 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%.
201617$288,165$26,525$3,789iApproximate average salary by contribution assumption: employee only about $94,732 at 4% or $63,155 at 6%; with 50% employer match about $63,155 at 4% or $42,103 at 6%; with 100% employer match about $47,366 at 4% or $31,577 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-7$288,165$26,525$3,789iApproximate average salary by contribution assumption: employee only about $94,732 at 4% or $63,155 at 6%; with 50% employer match about $63,155 at 4% or $42,103 at 6%; with 100% employer match about $47,366 at 4% or $31,577 at 6%.
201516$252,366$30,717$5,120iApproximate average salary by contribution assumption: employee only about $127,988 at 4% or $85,325 at 6%; with 50% employer match about $85,325 at 4% or $56,883 at 6%; with 100% employer match about $63,994 at 4% or $42,663 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-6$252,366$30,717$5,120iApproximate average salary by contribution assumption: employee only about $127,988 at 4% or $85,325 at 6%; with 50% employer match about $85,325 at 4% or $56,883 at 6%; with 100% employer match about $63,994 at 4% or $42,663 at 6%.
201417$279,960$42,600$6,086iApproximate average salary by contribution assumption: employee only about $152,143 at 4% or $101,429 at 6%; with 50% employer match about $101,429 at 4% or $67,619 at 6%; with 100% employer match about $76,071 at 4% or $50,714 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-7$279,960$42,600$6,086iApproximate average salary by contribution assumption: employee only about $152,143 at 4% or $101,429 at 6%; with 50% employer match about $101,429 at 4% or $67,619 at 6%; with 100% employer match about $76,071 at 4% or $50,714 at 6%.
201316$235,114$12,534$2,089iApproximate average salary by contribution assumption: employee only about $52,225 at 4% or $34,817 at 6%; with 50% employer match about $34,817 at 4% or $23,211 at 6%; with 100% employer match about $26,113 at 4% or $17,408 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-6$235,114$12,534$2,089iApproximate average salary by contribution assumption: employee only about $52,225 at 4% or $34,817 at 6%; with 50% employer match about $34,817 at 4% or $23,211 at 6%; with 100% employer match about $26,113 at 4% or $17,408 at 6%.
201216$171,972$10,759$1,793iApproximate average salary by contribution assumption: employee only about $44,829 at 4% or $29,886 at 6%; with 50% employer match about $29,886 at 4% or $19,924 at 6%; with 100% employer match about $22,415 at 4% or $14,943 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-6$171,972$10,759$1,793iApproximate average salary by contribution assumption: employee only about $44,829 at 4% or $29,886 at 6%; with 50% employer match about $29,886 at 4% or $19,924 at 6%; with 100% employer match about $22,415 at 4% or $14,943 at 6%.
201116$165,721$20,222$3,370iApproximate average salary by contribution assumption: employee only about $84,258 at 4% or $56,172 at 6%; with 50% employer match about $56,172 at 4% or $37,448 at 6%; with 100% employer match about $42,129 at 4% or $28,086 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-6$165,721$20,222$3,370iApproximate average salary by contribution assumption: employee only about $84,258 at 4% or $56,172 at 6%; with 50% employer match about $56,172 at 4% or $37,448 at 6%; with 100% employer match about $42,129 at 4% or $28,086 at 6%.
201015$144,529$6,118$1,224iApproximate average salary by contribution assumption: employee only about $30,590 at 4% or $20,393 at 6%; with 50% employer match about $20,393 at 4% or $13,596 at 6%; with 100% employer match about $15,295 at 4% or $10,197 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-5$144,529$6,118$1,224iApproximate average salary by contribution assumption: employee only about $30,590 at 4% or $20,393 at 6%; with 50% employer match about $20,393 at 4% or $13,596 at 6%; with 100% employer match about $15,295 at 4% or $10,197 at 6%.
200915$128,014$6,021$1,204iApproximate average salary by contribution assumption: employee only about $30,105 at 4% or $20,070 at 6%; with 50% employer match about $20,070 at 4% or $13,380 at 6%; with 100% employer match about $15,053 at 4% or $10,035 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-5$128,014$6,021$1,204iApproximate average salary by contribution assumption: employee only about $30,105 at 4% or $20,070 at 6%; with 50% employer match about $20,070 at 4% or $13,380 at 6%; with 100% employer match about $15,053 at 4% or $10,035 at 6%.
200814$117,977$11,090$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-4$117,977$11,090$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
200715$0$0-
Margolin, Lowenstein & Co. LLP 401K Plan-5---
200615$188,587$14,003$2,801iApproximate average salary by contribution assumption: employee only about $70,015 at 4% or $46,677 at 6%; with 50% employer match about $46,677 at 4% or $31,118 at 6%; with 100% employer match about $35,008 at 4% or $23,338 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-5$188,587$14,003$2,801iApproximate average salary by contribution assumption: employee only about $70,015 at 4% or $46,677 at 6%; with 50% employer match about $46,677 at 4% or $31,118 at 6%; with 100% employer match about $35,008 at 4% or $23,338 at 6%.
200515$157,377$16,858$3,372iApproximate average salary by contribution assumption: employee only about $84,290 at 4% or $56,193 at 6%; with 50% employer match about $56,193 at 4% or $37,462 at 6%; with 100% employer match about $42,145 at 4% or $28,097 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-5$157,377$16,858$3,372iApproximate average salary by contribution assumption: employee only about $84,290 at 4% or $56,193 at 6%; with 50% employer match about $56,193 at 4% or $37,462 at 6%; with 100% employer match about $42,145 at 4% or $28,097 at 6%.
200417$149,720$18,981$2,712iApproximate average salary by contribution assumption: employee only about $67,789 at 4% or $45,193 at 6%; with 50% employer match about $45,193 at 4% or $30,129 at 6%; with 100% employer match about $33,895 at 4% or $22,596 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-7$149,720$18,981$2,712iApproximate average salary by contribution assumption: employee only about $67,789 at 4% or $45,193 at 6%; with 50% employer match about $45,193 at 4% or $30,129 at 6%; with 100% employer match about $33,895 at 4% or $22,596 at 6%.
200316$122,544$17,517$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,658 at 6%; with 50% employer match about $48,658 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-6$122,544$17,517$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,658 at 6%; with 50% employer match about $48,658 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
200218$0$0-
Margolin, Lowenstein & Co. LLP 401K Plan-8---
200118$0$0-
Margolin, Lowenstein & Co. LLP 401K Plan-8---
200018$0$0-
Margolin, Lowenstein & Co. LLP 401K Plan-8---
199917$101,548$44,974$6,425iApproximate average salary by contribution assumption: employee only about $160,621 at 4% or $107,081 at 6%; with 50% employer match about $107,081 at 4% or $71,387 at 6%; with 100% employer match about $80,311 at 4% or $53,540 at 6%.
Margolin, Lowenstein & Co. LLP 401K Plan-7$101,548$44,974$6,425iApproximate average salary by contribution assumption: employee only about $160,621 at 4% or $107,081 at 6%; with 50% employer match about $107,081 at 4% or $71,387 at 6%; with 100% employer match about $80,311 at 4% or $53,540 at 6%.