Civic Intelligence

Gellert & Rodner

Plan context: Gellert & Rodner Retirement Trust

EIN 13-2735098 • White Plains, NY • 41 filings • 5 plans

One North Lexington Ave.White Plains, NY 10601
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,361,492

2024 Contributions

$778

Historical Graphs

Total Assets Over Time

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

$3,032,032$1,516,016$0199920112023YearValue
$1,361,492Latest year 2023

Participants Over Time

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

530199920112023YearValue
3Latest year 2023

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
202410$0$778-
Gellert & Rodner Retirement Trust-0$0$778-
202313$1,361,492$1,588$529iApproximate average salary by contribution assumption: employee only about $13,233 at 4% or $8,822 at 6%; with 50% employer match about $8,822 at 4% or $5,881 at 6%; with 100% employer match about $6,617 at 4% or $4,411 at 6%.
Gellert & Rodner Retirement Trust-3$1,361,492$1,588$529iApproximate average salary by contribution assumption: employee only about $13,233 at 4% or $8,822 at 6%; with 50% employer match about $8,822 at 4% or $5,881 at 6%; with 100% employer match about $6,617 at 4% or $4,411 at 6%.
202213$1,107,427$23,894$7,965iApproximate average salary by contribution assumption: employee only about $199,117 at 4% or $132,744 at 6%; with 50% employer match about $132,744 at 4% or $88,496 at 6%; with 100% employer match about $99,558 at 4% or $66,372 at 6%.
Gellert & Rodner Retirement Trust-3$1,107,427$23,894$7,965iApproximate average salary by contribution assumption: employee only about $199,117 at 4% or $132,744 at 6%; with 50% employer match about $132,744 at 4% or $88,496 at 6%; with 100% employer match about $99,558 at 4% or $66,372 at 6%.
202113$1,354,332$78,023$26,008iApproximate average salary by contribution assumption: employee only about $650,192 at 4% or $433,461 at 6%; with 50% employer match about $433,461 at 4% or $288,974 at 6%; with 100% employer match about $325,096 at 4% or $216,731 at 6%.
Gellert & Rodner Retirement Trust-3$1,354,332$78,023$26,008iApproximate average salary by contribution assumption: employee only about $650,192 at 4% or $433,461 at 6%; with 50% employer match about $433,461 at 4% or $288,974 at 6%; with 100% employer match about $325,096 at 4% or $216,731 at 6%.
202023$1,003,588$73,018$24,339iApproximate average salary by contribution assumption: employee only about $608,483 at 4% or $405,656 at 6%; with 50% employer match about $405,656 at 4% or $270,437 at 6%; with 100% employer match about $304,242 at 4% or $202,828 at 6%.
Gellert & Rodner Retirement Trust-3$1,003,588$73,018$24,339iApproximate average salary by contribution assumption: employee only about $608,483 at 4% or $405,656 at 6%; with 50% employer match about $405,656 at 4% or $270,437 at 6%; with 100% employer match about $304,242 at 4% or $202,828 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-0$0$0-
201923$2,743,704$70,867$23,622iApproximate average salary by contribution assumption: employee only about $590,558 at 4% or $393,706 at 6%; with 50% employer match about $393,706 at 4% or $262,470 at 6%; with 100% employer match about $295,279 at 4% or $196,853 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-3$1,873,372$0-
Gellert & Rodner Retirement Trust-3$870,332$70,867$23,622iApproximate average salary by contribution assumption: employee only about $590,558 at 4% or $393,706 at 6%; with 50% employer match about $393,706 at 4% or $262,470 at 6%; with 100% employer match about $295,279 at 4% or $196,853 at 6%.
201823$2,398,665$447,575$149,192iApproximate average salary by contribution assumption: employee only about $3,729,792 at 4% or $2,486,528 at 6%; with 50% employer match about $2,486,528 at 4% or $1,657,685 at 6%; with 100% employer match about $1,864,896 at 4% or $1,243,264 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-3$1,677,555$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Gellert & Rodner Retirement Trust-3$721,110$47,575$15,858iApproximate average salary by contribution assumption: employee only about $396,458 at 4% or $264,306 at 6%; with 50% employer match about $264,306 at 4% or $176,204 at 6%; with 100% employer match about $198,229 at 4% or $132,153 at 6%.
201725$3,032,032$81,379$16,276iApproximate average salary by contribution assumption: employee only about $406,895 at 4% or $271,263 at 6%; with 50% employer match about $271,263 at 4% or $180,842 at 6%; with 100% employer match about $203,448 at 4% or $135,632 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-5$2,101,714$0-
Gellert & Rodner Retirement Trust-5$930,318$81,379$16,276iApproximate average salary by contribution assumption: employee only about $406,895 at 4% or $271,263 at 6%; with 50% employer match about $271,263 at 4% or $180,842 at 6%; with 100% employer match about $203,448 at 4% or $135,632 at 6%.
201625$2,793,362$79,545$15,909iApproximate average salary by contribution assumption: employee only about $397,725 at 4% or $265,150 at 6%; with 50% employer match about $265,150 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-5$1,901,015$0-
Gellert & Rodner Retirement Trust-5$892,347$79,545$15,909iApproximate average salary by contribution assumption: employee only about $397,725 at 4% or $265,150 at 6%; with 50% employer match about $265,150 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
201525$2,713,095$77,046$15,409iApproximate average salary by contribution assumption: employee only about $385,230 at 4% or $256,820 at 6%; with 50% employer match about $256,820 at 4% or $171,213 at 6%; with 100% employer match about $192,615 at 4% or $128,410 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-5$1,895,750$0-
Gellert & Rodner Retirement Trust-5$817,345$77,046$15,409iApproximate average salary by contribution assumption: employee only about $385,230 at 4% or $256,820 at 6%; with 50% employer match about $256,820 at 4% or $171,213 at 6%; with 100% employer match about $192,615 at 4% or $128,410 at 6%.
201425$2,935,256$249,417$49,883iApproximate average salary by contribution assumption: employee only about $1,247,085 at 4% or $831,390 at 6%; with 50% employer match about $831,390 at 4% or $554,260 at 6%; with 100% employer match about $623,543 at 4% or $415,695 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-5$2,152,599$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Gellert & Rodner Retirement Trust-5$782,657$49,417$9,883iApproximate average salary by contribution assumption: employee only about $247,085 at 4% or $164,723 at 6%; with 50% employer match about $164,723 at 4% or $109,816 at 6%; with 100% employer match about $123,543 at 4% or $82,362 at 6%.
201325$2,722,273$349,168$69,834iApproximate average salary by contribution assumption: employee only about $1,745,840 at 4% or $1,163,893 at 6%; with 50% employer match about $1,163,893 at 4% or $775,929 at 6%; with 100% employer match about $872,920 at 4% or $581,947 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-5$2,003,869$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Gellert & Rodner Retirement Trust-5$718,404$49,168$9,834iApproximate average salary by contribution assumption: employee only about $245,840 at 4% or $163,893 at 6%; with 50% employer match about $163,893 at 4% or $109,262 at 6%; with 100% employer match about $122,920 at 4% or $81,947 at 6%.
201224$2,188,075$672,493$168,123iApproximate average salary by contribution assumption: employee only about $4,203,081 at 4% or $2,802,054 at 6%; with 50% employer match about $2,802,054 at 4% or $1,868,036 at 6%; with 100% employer match about $2,101,541 at 4% or $1,401,027 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-4$1,536,256$626,593$156,648iApproximate average salary by contribution assumption: employee only about $3,916,206 at 4% or $2,610,804 at 6%; with 50% employer match about $2,610,804 at 4% or $1,740,536 at 6%; with 100% employer match about $1,958,103 at 4% or $1,305,402 at 6%.
Gellert & Rodner Retirement Trust-4$651,819$45,900$11,475iApproximate average salary by contribution assumption: employee only about $286,875 at 4% or $191,250 at 6%; with 50% employer match about $191,250 at 4% or $127,500 at 6%; with 100% employer match about $143,438 at 4% or $95,625 at 6%.
201124$1,482,713$462,900$115,725iApproximate average salary by contribution assumption: employee only about $2,893,125 at 4% or $1,928,750 at 6%; with 50% employer match about $1,928,750 at 4% or $1,285,833 at 6%; with 100% employer match about $1,446,563 at 4% or $964,375 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-4$875,483$417,785$104,446iApproximate average salary by contribution assumption: employee only about $2,611,156 at 4% or $1,740,771 at 6%; with 50% employer match about $1,740,771 at 4% or $1,160,514 at 6%; with 100% employer match about $1,305,578 at 4% or $870,385 at 6%.
Gellert & Rodner Retirement Trust-4$607,230$45,115$11,279iApproximate average salary by contribution assumption: employee only about $281,969 at 4% or $187,979 at 6%; with 50% employer match about $187,979 at 4% or $125,319 at 6%; with 100% employer match about $140,984 at 4% or $93,990 at 6%.
201024$1,008,549$507,612$126,903iApproximate average salary by contribution assumption: employee only about $3,172,575 at 4% or $2,115,050 at 6%; with 50% employer match about $2,115,050 at 4% or $1,410,033 at 6%; with 100% employer match about $1,586,288 at 4% or $1,057,525 at 6%.
Gellert & Rodner Retirement Trust-4$524,549$23,612$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
GELLERT & RODNER DEFINED BENEFIT PENSION PLAN AND TRUST-4$484,000$484,000$121,000iApproximate average salary by contribution assumption: employee only about $3,025,000 at 4% or $2,016,667 at 6%; with 50% employer match about $2,016,667 at 4% or $1,344,444 at 6%; with 100% employer match about $1,512,500 at 4% or $1,008,333 at 6%.
200913$472,778$66,794$22,265iApproximate average salary by contribution assumption: employee only about $556,617 at 4% or $371,078 at 6%; with 50% employer match about $371,078 at 4% or $247,385 at 6%; with 100% employer match about $278,308 at 4% or $185,539 at 6%.
Gellert & Rodner Retirement Trust-3$472,778$66,794$22,265iApproximate average salary by contribution assumption: employee only about $556,617 at 4% or $371,078 at 6%; with 50% employer match about $371,078 at 4% or $247,385 at 6%; with 100% employer match about $278,308 at 4% or $185,539 at 6%.
200813$354,734$62,906$20,969iApproximate average salary by contribution assumption: employee only about $524,217 at 4% or $349,478 at 6%; with 50% employer match about $349,478 at 4% or $232,985 at 6%; with 100% employer match about $262,108 at 4% or $174,739 at 6%.
Gellert & Rodner Retirement Trust-3$354,734$62,906$20,969iApproximate average salary by contribution assumption: employee only about $524,217 at 4% or $349,478 at 6%; with 50% employer match about $349,478 at 4% or $232,985 at 6%; with 100% employer match about $262,108 at 4% or $174,739 at 6%.
200713$568,813$60,361$20,120iApproximate average salary by contribution assumption: employee only about $503,008 at 4% or $335,339 at 6%; with 50% employer match about $335,339 at 4% or $223,559 at 6%; with 100% employer match about $251,504 at 4% or $167,669 at 6%.
Gellert & Rodner Retirement Trust-3$568,813$60,361$20,120iApproximate average salary by contribution assumption: employee only about $503,008 at 4% or $335,339 at 6%; with 50% employer match about $335,339 at 4% or $223,559 at 6%; with 100% employer match about $251,504 at 4% or $167,669 at 6%.
200613$567,907$56,148$18,716iApproximate average salary by contribution assumption: employee only about $467,900 at 4% or $311,933 at 6%; with 50% employer match about $311,933 at 4% or $207,956 at 6%; with 100% employer match about $233,950 at 4% or $155,967 at 6%.
Gellert & Rodner Retirement Trust-3$567,907$56,148$18,716iApproximate average salary by contribution assumption: employee only about $467,900 at 4% or $311,933 at 6%; with 50% employer match about $311,933 at 4% or $207,956 at 6%; with 100% employer match about $233,950 at 4% or $155,967 at 6%.
200512$449,670$49,713$24,857iApproximate average salary by contribution assumption: employee only about $621,413 at 4% or $414,275 at 6%; with 50% employer match about $414,275 at 4% or $276,183 at 6%; with 100% employer match about $310,706 at 4% or $207,138 at 6%.
Gellert & Rodner Retirement Trust-2$449,670$49,713$24,857iApproximate average salary by contribution assumption: employee only about $621,413 at 4% or $414,275 at 6%; with 50% employer match about $414,275 at 4% or $276,183 at 6%; with 100% employer match about $310,706 at 4% or $207,138 at 6%.
200412$523,395$47,299$23,650iApproximate average salary by contribution assumption: employee only about $591,238 at 4% or $394,158 at 6%; with 50% employer match about $394,158 at 4% or $262,772 at 6%; with 100% employer match about $295,619 at 4% or $197,079 at 6%.
Gellert & Rodner Retirement Trust-2$523,395$47,299$23,650iApproximate average salary by contribution assumption: employee only about $591,238 at 4% or $394,158 at 6%; with 50% employer match about $394,158 at 4% or $262,772 at 6%; with 100% employer match about $295,619 at 4% or $197,079 at 6%.
200313$439,439$52,816$17,605iApproximate average salary by contribution assumption: employee only about $440,133 at 4% or $293,422 at 6%; with 50% employer match about $293,422 at 4% or $195,615 at 6%; with 100% employer match about $220,067 at 4% or $146,711 at 6%.
Gellert & Rodner Retirement Trust-3$439,439$52,816$17,605iApproximate average salary by contribution assumption: employee only about $440,133 at 4% or $293,422 at 6%; with 50% employer match about $293,422 at 4% or $195,615 at 6%; with 100% employer match about $220,067 at 4% or $146,711 at 6%.
200223$345,650$46,815$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.
Gellert & Rodner Retirement Trust-3$345,650$46,815$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.
Pension Plan Under Gellert and Rodner Retirement Trust-0---
200123$346,898$48,251$16,084iApproximate average salary by contribution assumption: employee only about $402,092 at 4% or $268,061 at 6%; with 50% employer match about $268,061 at 4% or $178,707 at 6%; with 100% employer match about $201,046 at 4% or $134,031 at 6%.
Pension Plan Under Gellert and Rodner Retirement Trust-3$184,099$24,536$8,179iApproximate average salary by contribution assumption: employee only about $204,467 at 4% or $136,311 at 6%; with 50% employer match about $136,311 at 4% or $90,874 at 6%; with 100% employer match about $102,233 at 4% or $68,156 at 6%.
Gellert & Rodner Retirement Trust-3$162,799$23,715$7,905iApproximate average salary by contribution assumption: employee only about $197,625 at 4% or $131,750 at 6%; with 50% employer match about $131,750 at 4% or $87,833 at 6%; with 100% employer match about $98,813 at 4% or $65,875 at 6%.
200024$279,156$44,539$11,135iApproximate average salary by contribution assumption: employee only about $278,369 at 4% or $185,579 at 6%; with 50% employer match about $185,579 at 4% or $123,719 at 6%; with 100% employer match about $139,184 at 4% or $92,790 at 6%.
Pension Plan Under Gellert and Rodner Retirement Trust-4$149,213$27,026$6,757iApproximate average salary by contribution assumption: employee only about $168,913 at 4% or $112,608 at 6%; with 50% employer match about $112,608 at 4% or $75,072 at 6%; with 100% employer match about $84,456 at 4% or $56,304 at 6%.
Gellert & Rodner Retirement Trust-4$129,943$17,513$4,378iApproximate average salary by contribution assumption: employee only about $109,456 at 4% or $72,971 at 6%; with 50% employer match about $72,971 at 4% or $48,647 at 6%; with 100% employer match about $54,728 at 4% or $36,485 at 6%.
199924$300,108$46,475$11,619iApproximate average salary by contribution assumption: employee only about $290,469 at 4% or $193,646 at 6%; with 50% employer match about $193,646 at 4% or $129,097 at 6%; with 100% employer match about $145,234 at 4% or $96,823 at 6%.
Pension Plan Under Gellert and Rodner Retirement Trust-4$159,493$26,536$6,634iApproximate average salary by contribution assumption: employee only about $165,850 at 4% or $110,567 at 6%; with 50% employer match about $110,567 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%.
Gellert & Rodner Retirement Trust-4$140,615$19,939$4,985iApproximate average salary by contribution assumption: employee only about $124,619 at 4% or $83,079 at 6%; with 50% employer match about $83,079 at 4% or $55,386 at 6%; with 100% employer match about $62,309 at 4% or $41,540 at 6%.