Civic Intelligence

Austern & Paul Orgel-Shorr Inc.

Plan context: Austern & Paul Orgel-Shorr Inc. 401K Plan

EIN 13-3078551 • Locust Valley, NY • 11 filings • 3 plans

20 Peacock LaneLocust Valley, NY 11560
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$62,968

2009 Contributions

$12,647

Historical Graphs

Total Assets Over Time

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

$517,022$258,511$0199920042008YearValue
$62,968Latest year 2008

Participants Over Time

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

840199920032006YearValue
5Latest year 2006

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
200910$0$0-
Austern & Paul Orgel-Shorr Inc. 401K Plan-0$0--
200810$62,968$0-
Austern & Paul Orgel-Shorr Inc. 401K Plan-0$62,968--
200710$0$0-
Austern & Paul Orgel-Shorr Inc. 401K Plan-0---
200615$517,022$12,647$2,529iApproximate average salary by contribution assumption: employee only about $63,235 at 4% or $42,157 at 6%; with 50% employer match about $42,157 at 4% or $28,104 at 6%; with 100% employer match about $31,618 at 4% or $21,078 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-5$517,022$12,647$2,529iApproximate average salary by contribution assumption: employee only about $63,235 at 4% or $42,157 at 6%; with 50% employer match about $42,157 at 4% or $28,104 at 6%; with 100% employer match about $31,618 at 4% or $21,078 at 6%.
200515$503,729$32,859$6,572iApproximate average salary by contribution assumption: employee only about $164,295 at 4% or $109,530 at 6%; with 50% employer match about $109,530 at 4% or $73,020 at 6%; with 100% employer match about $82,148 at 4% or $54,765 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-5$503,729$32,859$6,572iApproximate average salary by contribution assumption: employee only about $164,295 at 4% or $109,530 at 6%; with 50% employer match about $109,530 at 4% or $73,020 at 6%; with 100% employer match about $82,148 at 4% or $54,765 at 6%.
200416$470,859$35,941$5,990iApproximate average salary by contribution assumption: employee only about $149,754 at 4% or $99,836 at 6%; with 50% employer match about $99,836 at 4% or $66,557 at 6%; with 100% employer match about $74,877 at 4% or $49,918 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-6$470,859$35,941$5,990iApproximate average salary by contribution assumption: employee only about $149,754 at 4% or $99,836 at 6%; with 50% employer match about $99,836 at 4% or $66,557 at 6%; with 100% employer match about $74,877 at 4% or $49,918 at 6%.
200317$377,374$41,144$5,878iApproximate average salary by contribution assumption: employee only about $146,943 at 4% or $97,962 at 6%; with 50% employer match about $97,962 at 4% or $65,308 at 6%; with 100% employer match about $73,471 at 4% or $48,981 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-7$377,374$41,144$5,878iApproximate average salary by contribution assumption: employee only about $146,943 at 4% or $97,962 at 6%; with 50% employer match about $97,962 at 4% or $65,308 at 6%; with 100% employer match about $73,471 at 4% or $48,981 at 6%.
200218$252,445$39,536$4,942iApproximate average salary by contribution assumption: employee only about $123,550 at 4% or $82,367 at 6%; with 50% employer match about $82,367 at 4% or $54,911 at 6%; with 100% employer match about $61,775 at 4% or $41,183 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-8$252,445$39,536$4,942iApproximate average salary by contribution assumption: employee only about $123,550 at 4% or $82,367 at 6%; with 50% employer match about $82,367 at 4% or $54,911 at 6%; with 100% employer match about $61,775 at 4% or $41,183 at 6%.
200117$0$0-
Austern & Paul Orgel-Shorr Inc. 401K Plan-7---
200018$273,077$63,535$7,942iApproximate average salary by contribution assumption: employee only about $198,547 at 4% or $132,365 at 6%; with 50% employer match about $132,365 at 4% or $88,243 at 6%; with 100% employer match about $99,273 at 4% or $66,182 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-8$273,077$63,535$7,942iApproximate average salary by contribution assumption: employee only about $198,547 at 4% or $132,365 at 6%; with 50% employer match about $132,365 at 4% or $88,243 at 6%; with 100% employer match about $99,273 at 4% or $66,182 at 6%.
199917$274,058$55,090$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
Austern & Paul Orgel-Shorr Inc. 401K Plan-7$274,058$55,090$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.