Civic Intelligence

Sidney Bender

Plan context: Shearson Lehman Keogh Profit Sharing Plan

EIN 13-3008227 • Great Neck, NY • 12 filings • 11 plans

1010 Northern Blvd Ste 208Great Neck, NY 11021-5320
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$195,584

2015 Contributions

$35,849

Historical Graphs

Total Assets Over Time

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

$600,270$300,135$0199920102015YearValue
$195,584Latest year 2015

Participants Over Time

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

320199920102015YearValue
3Latest year 2015

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
201513$195,584$0-
Shearson Lehman Keogh Profit Sharing Plan-3$195,584$0-
201413$180,328$0-
Shearson Lehman Keogh Profit Sharing Plan-3$180,328--
201313$183,779$0-
Shearson Lehman Keogh Profit Sharing Plan-3$183,779--
201213$162,836$0-
Shearson Lehman Keogh Profit Sharing Plan-3$162,836--
201113$185,388$0-
Shearson Lehman Keogh Profit Sharing Plan-3$185,388--
201011$221,714$0-
Shearson Lehman Keogh Profit Sharing Plan-1$221,714--
200911$244,342$35,849$35,849iApproximate average salary by contribution assumption: employee only about $896,225 at 4% or $597,483 at 6%; with 50% employer match about $597,483 at 4% or $398,322 at 6%; with 100% employer match about $448,113 at 4% or $298,742 at 6%.
Shearson Lehman Keogh Profit Sharing Plan-1$244,342$35,849$35,849iApproximate average salary by contribution assumption: employee only about $896,225 at 4% or $597,483 at 6%; with 50% employer match about $597,483 at 4% or $398,322 at 6%; with 100% employer match about $448,113 at 4% or $298,742 at 6%.
200811$180,851$6,151$6,151iApproximate average salary by contribution assumption: employee only about $153,775 at 4% or $102,517 at 6%; with 50% employer match about $102,517 at 4% or $68,344 at 6%; with 100% employer match about $76,888 at 4% or $51,258 at 6%.
Shearson Lehman Keogh Profit Sharing Plan-1$180,851$6,151$6,151iApproximate average salary by contribution assumption: employee only about $153,775 at 4% or $102,517 at 6%; with 50% employer match about $102,517 at 4% or $68,344 at 6%; with 100% employer match about $76,888 at 4% or $51,258 at 6%.
200711$0$0-
Shearson Lehman Keogh Profit Sharing Plan-1---
200611$205,590$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Shearson Lehman Keogh Profit Sharing Plan-1$205,590$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$150,409$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Shearson Lehman Keogh Profit Sharing Plan-1$150,409$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
199913$600,270$501$167iApproximate average salary by contribution assumption: employee only about $4,175 at 4% or $2,783 at 6%; with 50% employer match about $2,783 at 4% or $1,856 at 6%; with 100% employer match about $2,088 at 4% or $1,392 at 6%.
Shearson Lehman Keogh Profit Sharing Plan-3$600,270$501$167iApproximate average salary by contribution assumption: employee only about $4,175 at 4% or $2,783 at 6%; with 50% employer match about $2,783 at 4% or $1,856 at 6%; with 100% employer match about $2,088 at 4% or $1,392 at 6%.