Alan J. Garfunkel
Plan context: Alan J. Garfunkel Self-Employed Retirement Trust
EIN 13-2882676 • Scarsdale, NY • 24 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$2,203,978
2022 Contributions
$65,404
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 3 | $2,203,978 | $65,404 | $21,801iApproximate average salary by contribution assumption: employee only about $545,033 at 4% or $363,356 at 6%; with 50% employer match about $363,356 at 4% or $242,237 at 6%; with 100% employer match about $272,517 at 4% or $181,678 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $2,203,978 | $65,404 | $21,801iApproximate average salary by contribution assumption: employee only about $545,033 at 4% or $363,356 at 6%; with 50% employer match about $363,356 at 4% or $242,237 at 6%; with 100% employer match about $272,517 at 4% or $181,678 at 6%. |
| 2021 | 1 | 4 | $2,672,061 | $61,210 | $15,303iApproximate average salary by contribution assumption: employee only about $382,563 at 4% or $255,042 at 6%; with 50% employer match about $255,042 at 4% or $170,028 at 6%; with 100% employer match about $191,281 at 4% or $127,521 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $2,672,061 | $61,210 | $15,303iApproximate average salary by contribution assumption: employee only about $382,563 at 4% or $255,042 at 6%; with 50% employer match about $255,042 at 4% or $170,028 at 6%; with 100% employer match about $191,281 at 4% or $127,521 at 6%. |
| 2020 | 1 | 4 | $2,175,172 | $60,500 | $15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $2,175,172 | $60,500 | $15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%. |
| 2019 | 1 | 4 | $2,032,063 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $2,032,063 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2018 | 1 | 4 | $1,692,515 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,692,515 | - | - |
| 2017 | 1 | 4 | $1,982,387 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,982,387 | - | - |
| 2016 | 1 | 4 | $1,882,977 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,882,977 | $0 | - |
| 2015 | 1 | 4 | $1,760,274 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,760,274 | - | - |
| 2014 | 1 | 4 | $1,798,701 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,798,701 | $0 | - |
| 2013 | 1 | 4 | $1,803,211 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,803,211 | $0 | - |
| 2012 | 1 | 4 | $1,413,443 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,413,443 | $0 | - |
| 2011 | 1 | 4 | $1,382,761 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $1,382,761 | - | - |
| 2010 | 1 | 3 | $1,447,739 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $1,447,739 | - | - |
| 2009 | 1 | 3 | $1,237,691 | $70,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $1,237,691 | $70,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 2 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | - | - | - |
| 2006 | 1 | 2 | $992,837 | $89,600 | $44,800iApproximate average salary by contribution assumption: employee only about $1,120,000 at 4% or $746,667 at 6%; with 50% employer match about $746,667 at 4% or $497,778 at 6%; with 100% employer match about $560,000 at 4% or $373,333 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 2 | $992,837 | $89,600 | $44,800iApproximate average salary by contribution assumption: employee only about $1,120,000 at 4% or $746,667 at 6%; with 50% employer match about $746,667 at 4% or $497,778 at 6%; with 100% employer match about $560,000 at 4% or $373,333 at 6%. |
| 2005 | 1 | 2 | $796,755 | $81,500 | $40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 2 | $796,755 | $81,500 | $40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%. |
| 2004 | 1 | 3 | $656,267 | $65,743 | $21,914iApproximate average salary by contribution assumption: employee only about $547,858 at 4% or $365,239 at 6%; with 50% employer match about $365,239 at 4% or $243,493 at 6%; with 100% employer match about $273,929 at 4% or $182,619 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $656,267 | $65,743 | $21,914iApproximate average salary by contribution assumption: employee only about $547,858 at 4% or $365,239 at 6%; with 50% employer match about $365,239 at 4% or $243,493 at 6%; with 100% employer match about $273,929 at 4% or $182,619 at 6%. |
| 2003 | 1 | 3 | $519,753 | $52,441 | $17,480iApproximate average salary by contribution assumption: employee only about $437,008 at 4% or $291,339 at 6%; with 50% employer match about $291,339 at 4% or $194,226 at 6%; with 100% employer match about $218,504 at 4% or $145,669 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $519,753 | $52,441 | $17,480iApproximate average salary by contribution assumption: employee only about $437,008 at 4% or $291,339 at 6%; with 50% employer match about $291,339 at 4% or $194,226 at 6%; with 100% employer match about $218,504 at 4% or $145,669 at 6%. |
| 2002 | 1 | 3 | $362,111 | $46,432 | $15,477iApproximate average salary by contribution assumption: employee only about $386,933 at 4% or $257,956 at 6%; with 50% employer match about $257,956 at 4% or $171,970 at 6%; with 100% employer match about $193,467 at 4% or $128,978 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 3 | $362,111 | $46,432 | $15,477iApproximate average salary by contribution assumption: employee only about $386,933 at 4% or $257,956 at 6%; with 50% employer match about $257,956 at 4% or $171,970 at 6%; with 100% employer match about $193,467 at 4% or $128,978 at 6%. |
| 2001 | 1 | 4 | $354,271 | $41,043 | $10,261iApproximate average salary by contribution assumption: employee only about $256,519 at 4% or $171,013 at 6%; with 50% employer match about $171,013 at 4% or $114,008 at 6%; with 100% employer match about $128,259 at 4% or $85,506 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $354,271 | $41,043 | $10,261iApproximate average salary by contribution assumption: employee only about $256,519 at 4% or $171,013 at 6%; with 50% employer match about $171,013 at 4% or $114,008 at 6%; with 100% employer match about $128,259 at 4% or $85,506 at 6%. |
| 2000 | 1 | 4 | $326,213 | $42,571 | $10,643iApproximate average salary by contribution assumption: employee only about $266,069 at 4% or $177,379 at 6%; with 50% employer match about $177,379 at 4% or $118,253 at 6%; with 100% employer match about $133,034 at 4% or $88,690 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $326,213 | $42,571 | $10,643iApproximate average salary by contribution assumption: employee only about $266,069 at 4% or $177,379 at 6%; with 50% employer match about $177,379 at 4% or $118,253 at 6%; with 100% employer match about $133,034 at 4% or $88,690 at 6%. |
| 1999 | 1 | 4 | $341,947 | $42,317 | $10,579iApproximate average salary by contribution assumption: employee only about $264,481 at 4% or $176,321 at 6%; with 50% employer match about $176,321 at 4% or $117,547 at 6%; with 100% employer match about $132,241 at 4% or $88,160 at 6%. |
| Alan J. Garfunkel Self-Employed Retirement Trust | - | 4 | $341,947 | $42,317 | $10,579iApproximate average salary by contribution assumption: employee only about $264,481 at 4% or $176,321 at 6%; with 50% employer match about $176,321 at 4% or $117,547 at 6%; with 100% employer match about $132,241 at 4% or $88,160 at 6%. |