Civic Intelligence

Barbara E. Gerson

Plan context: Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305

EIN 13-3058417 • Irvington, NY • 11 filings • 2 plans

109 Hamilton RoadIrvington, NY 10533
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,832,451

2024 Contributions

$53,500

Historical Graphs

Total Assets Over Time

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

$2,832,451$1,416,226$0201420192024YearValue
$2,832,451Latest year 2024

Participants Over Time

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

110201420192024YearValue
1Latest 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
202411$2,832,451$53,500$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,832,451$53,500$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
202311$2,536,565$86,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,536,565$86,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.
202211$2,208,987$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,208,987$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
202111$2,742,387$59,678$59,678iApproximate average salary by contribution assumption: employee only about $1,491,950 at 4% or $994,633 at 6%; with 50% employer match about $994,633 at 4% or $663,089 at 6%; with 100% employer match about $745,975 at 4% or $497,317 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,742,387$59,678$59,678iApproximate average salary by contribution assumption: employee only about $1,491,950 at 4% or $994,633 at 6%; with 50% employer match about $994,633 at 4% or $663,089 at 6%; with 100% employer match about $745,975 at 4% or $497,317 at 6%.
202011$2,474,442$37,206$37,206iApproximate average salary by contribution assumption: employee only about $930,150 at 4% or $620,100 at 6%; with 50% employer match about $620,100 at 4% or $413,400 at 6%; with 100% employer match about $465,075 at 4% or $310,050 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,474,442$37,206$37,206iApproximate average salary by contribution assumption: employee only about $930,150 at 4% or $620,100 at 6%; with 50% employer match about $620,100 at 4% or $413,400 at 6%; with 100% employer match about $465,075 at 4% or $310,050 at 6%.
201911$2,120,222$75,500$75,500iApproximate average salary by contribution assumption: employee only about $1,887,500 at 4% or $1,258,333 at 6%; with 50% employer match about $1,258,333 at 4% or $838,889 at 6%; with 100% employer match about $943,750 at 4% or $629,167 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$2,120,222$75,500$75,500iApproximate average salary by contribution assumption: employee only about $1,887,500 at 4% or $1,258,333 at 6%; with 50% employer match about $1,258,333 at 4% or $838,889 at 6%; with 100% employer match about $943,750 at 4% or $629,167 at 6%.
201811$1,763,118$64,374$64,374iApproximate average salary by contribution assumption: employee only about $1,609,350 at 4% or $1,072,900 at 6%; with 50% employer match about $1,072,900 at 4% or $715,267 at 6%; with 100% employer match about $804,675 at 4% or $536,450 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$1,763,118$64,374$64,374iApproximate average salary by contribution assumption: employee only about $1,609,350 at 4% or $1,072,900 at 6%; with 50% employer match about $1,072,900 at 4% or $715,267 at 6%; with 100% employer match about $804,675 at 4% or $536,450 at 6%.
201711$1,817,363$47,790$47,790iApproximate average salary by contribution assumption: employee only about $1,194,750 at 4% or $796,500 at 6%; with 50% employer match about $796,500 at 4% or $531,000 at 6%; with 100% employer match about $597,375 at 4% or $398,250 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$1,817,363$47,790$47,790iApproximate average salary by contribution assumption: employee only about $1,194,750 at 4% or $796,500 at 6%; with 50% employer match about $796,500 at 4% or $531,000 at 6%; with 100% employer match about $597,375 at 4% or $398,250 at 6%.
201611$1,513,650$36,733$36,733iApproximate average salary by contribution assumption: employee only about $918,325 at 4% or $612,217 at 6%; with 50% employer match about $612,217 at 4% or $408,144 at 6%; with 100% employer match about $459,163 at 4% or $306,108 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$1,513,650$36,733$36,733iApproximate average salary by contribution assumption: employee only about $918,325 at 4% or $612,217 at 6%; with 50% employer match about $612,217 at 4% or $408,144 at 6%; with 100% employer match about $459,163 at 4% or $306,108 at 6%.
201511$1,361,510$34,516$34,516iApproximate average salary by contribution assumption: employee only about $862,900 at 4% or $575,267 at 6%; with 50% employer match about $575,267 at 4% or $383,511 at 6%; with 100% employer match about $431,450 at 4% or $287,633 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$1,361,510$34,516$34,516iApproximate average salary by contribution assumption: employee only about $862,900 at 4% or $575,267 at 6%; with 50% employer match about $575,267 at 4% or $383,511 at 6%; with 100% employer match about $431,450 at 4% or $287,633 at 6%.
201411$1,334,867$38,841$38,841iApproximate average salary by contribution assumption: employee only about $971,025 at 4% or $647,350 at 6%; with 50% employer match about $647,350 at 4% or $431,567 at 6%; with 100% employer match about $485,513 at 4% or $323,675 at 6%.
Barbara E. Gerson Self-Employed Individual 401K/Profit Sharing Plan Vanguard-88038948305-1$1,334,867$38,841$38,841iApproximate average salary by contribution assumption: employee only about $971,025 at 4% or $647,350 at 6%; with 50% employer match about $647,350 at 4% or $431,567 at 6%; with 100% employer match about $485,513 at 4% or $323,675 at 6%.