Civic Intelligence

Sobert Realty Corp

Plan context: The Sobert Realty Corp. Retirement Plan and Trust

EIN 13-3096865 • Purchase, NY • 26 filings • 3 plans

2700 Westchester AvenueSuite 407Purchase, NY 10577-2554
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$6,414,959

2024 Contributions

$264,198

Historical Graphs

Total Assets Over Time

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

$7,172,622$3,586,311$0199920142024YearValue
$6,414,959Latest year 2024

Participants Over Time

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

950199920122024YearValue
9Latest 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
202419$6,414,959$264,198$29,355iApproximate average salary by contribution assumption: employee only about $733,883 at 4% or $489,256 at 6%; with 50% employer match about $489,256 at 4% or $326,170 at 6%; with 100% employer match about $366,942 at 4% or $244,628 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-9$6,414,959$264,198$29,355iApproximate average salary by contribution assumption: employee only about $733,883 at 4% or $489,256 at 6%; with 50% employer match about $489,256 at 4% or $326,170 at 6%; with 100% employer match about $366,942 at 4% or $244,628 at 6%.
202316$6,888,260$175,610$29,268iApproximate average salary by contribution assumption: employee only about $731,708 at 4% or $487,806 at 6%; with 50% employer match about $487,806 at 4% or $325,204 at 6%; with 100% employer match about $365,854 at 4% or $243,903 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-6$6,888,260$175,610$29,268iApproximate average salary by contribution assumption: employee only about $731,708 at 4% or $487,806 at 6%; with 50% employer match about $487,806 at 4% or $325,204 at 6%; with 100% employer match about $365,854 at 4% or $243,903 at 6%.
202215$5,659,790$159,235$31,847iApproximate average salary by contribution assumption: employee only about $796,175 at 4% or $530,783 at 6%; with 50% employer match about $530,783 at 4% or $353,856 at 6%; with 100% employer match about $398,088 at 4% or $265,392 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-5$5,659,790$159,235$31,847iApproximate average salary by contribution assumption: employee only about $796,175 at 4% or $530,783 at 6%; with 50% employer match about $530,783 at 4% or $353,856 at 6%; with 100% employer match about $398,088 at 4% or $265,392 at 6%.
202115$7,172,622$1,419,902$283,980iApproximate average salary by contribution assumption: employee only about $7,099,510 at 4% or $4,733,007 at 6%; with 50% employer match about $4,733,007 at 4% or $3,155,338 at 6%; with 100% employer match about $3,549,755 at 4% or $2,366,503 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-5$7,172,622$1,419,902$283,980iApproximate average salary by contribution assumption: employee only about $7,099,510 at 4% or $4,733,007 at 6%; with 50% employer match about $4,733,007 at 4% or $3,155,338 at 6%; with 100% employer match about $3,549,755 at 4% or $2,366,503 at 6%.
202017$6,824,107$154,669$22,096iApproximate average salary by contribution assumption: employee only about $552,389 at 4% or $368,260 at 6%; with 50% employer match about $368,260 at 4% or $245,506 at 6%; with 100% employer match about $276,195 at 4% or $184,130 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-7$6,824,107$154,669$22,096iApproximate average salary by contribution assumption: employee only about $552,389 at 4% or $368,260 at 6%; with 50% employer match about $368,260 at 4% or $245,506 at 6%; with 100% employer match about $276,195 at 4% or $184,130 at 6%.
201917$5,726,158$150,382$21,483iApproximate average salary by contribution assumption: employee only about $537,079 at 4% or $358,052 at 6%; with 50% employer match about $358,052 at 4% or $238,702 at 6%; with 100% employer match about $268,539 at 4% or $179,026 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-7$5,726,158$150,382$21,483iApproximate average salary by contribution assumption: employee only about $537,079 at 4% or $358,052 at 6%; with 50% employer match about $358,052 at 4% or $238,702 at 6%; with 100% employer match about $268,539 at 4% or $179,026 at 6%.
201817$4,515,626$146,312$20,902iApproximate average salary by contribution assumption: employee only about $522,543 at 4% or $348,362 at 6%; with 50% employer match about $348,362 at 4% or $232,241 at 6%; with 100% employer match about $261,271 at 4% or $174,181 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-7$4,515,626$146,312$20,902iApproximate average salary by contribution assumption: employee only about $522,543 at 4% or $348,362 at 6%; with 50% employer match about $348,362 at 4% or $232,241 at 6%; with 100% employer match about $261,271 at 4% or $174,181 at 6%.
201717$4,608,535$140,586$20,084iApproximate average salary by contribution assumption: employee only about $502,093 at 4% or $334,729 at 6%; with 50% employer match about $334,729 at 4% or $223,152 at 6%; with 100% employer match about $251,046 at 4% or $167,364 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-7$4,608,535$140,586$20,084iApproximate average salary by contribution assumption: employee only about $502,093 at 4% or $334,729 at 6%; with 50% employer match about $334,729 at 4% or $223,152 at 6%; with 100% employer match about $251,046 at 4% or $167,364 at 6%.
201616$3,784,175$133,808$22,301iApproximate average salary by contribution assumption: employee only about $557,533 at 4% or $371,689 at 6%; with 50% employer match about $371,689 at 4% or $247,793 at 6%; with 100% employer match about $278,767 at 4% or $185,844 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-6$3,784,175$133,808$22,301iApproximate average salary by contribution assumption: employee only about $557,533 at 4% or $371,689 at 6%; with 50% employer match about $371,689 at 4% or $247,793 at 6%; with 100% employer match about $278,767 at 4% or $185,844 at 6%.
201516$3,466,228$139,567$23,261iApproximate average salary by contribution assumption: employee only about $581,529 at 4% or $387,686 at 6%; with 50% employer match about $387,686 at 4% or $258,457 at 6%; with 100% employer match about $290,765 at 4% or $193,843 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-6$3,466,228$139,567$23,261iApproximate average salary by contribution assumption: employee only about $581,529 at 4% or $387,686 at 6%; with 50% employer match about $387,686 at 4% or $258,457 at 6%; with 100% employer match about $290,765 at 4% or $193,843 at 6%.
201415$3,355,855$122,756$24,551iApproximate average salary by contribution assumption: employee only about $613,780 at 4% or $409,187 at 6%; with 50% employer match about $409,187 at 4% or $272,791 at 6%; with 100% employer match about $306,890 at 4% or $204,593 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-5$3,355,855$122,756$24,551iApproximate average salary by contribution assumption: employee only about $613,780 at 4% or $409,187 at 6%; with 50% employer match about $409,187 at 4% or $272,791 at 6%; with 100% employer match about $306,890 at 4% or $204,593 at 6%.
201314$3,087,644$111,748$27,937iApproximate average salary by contribution assumption: employee only about $698,425 at 4% or $465,617 at 6%; with 50% employer match about $465,617 at 4% or $310,411 at 6%; with 100% employer match about $349,213 at 4% or $232,808 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-4$3,087,644$111,748$27,937iApproximate average salary by contribution assumption: employee only about $698,425 at 4% or $465,617 at 6%; with 50% employer match about $465,617 at 4% or $310,411 at 6%; with 100% employer match about $349,213 at 4% or $232,808 at 6%.
201214$2,406,934$108,988$27,247iApproximate average salary by contribution assumption: employee only about $681,175 at 4% or $454,117 at 6%; with 50% employer match about $454,117 at 4% or $302,744 at 6%; with 100% employer match about $340,588 at 4% or $227,058 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-4$2,406,934$108,988$27,247iApproximate average salary by contribution assumption: employee only about $681,175 at 4% or $454,117 at 6%; with 50% employer match about $454,117 at 4% or $302,744 at 6%; with 100% employer match about $340,588 at 4% or $227,058 at 6%.
201114$2,069,205$106,506$26,627iApproximate average salary by contribution assumption: employee only about $665,663 at 4% or $443,775 at 6%; with 50% employer match about $443,775 at 4% or $295,850 at 6%; with 100% employer match about $332,831 at 4% or $221,888 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-4$2,069,205$106,506$26,627iApproximate average salary by contribution assumption: employee only about $665,663 at 4% or $443,775 at 6%; with 50% employer match about $443,775 at 4% or $295,850 at 6%; with 100% employer match about $332,831 at 4% or $221,888 at 6%.
201012$2,019,736$93,622$46,811iApproximate average salary by contribution assumption: employee only about $1,170,275 at 4% or $780,183 at 6%; with 50% employer match about $780,183 at 4% or $520,122 at 6%; with 100% employer match about $585,138 at 4% or $390,092 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-2$2,019,736$93,622$46,811iApproximate average salary by contribution assumption: employee only about $1,170,275 at 4% or $780,183 at 6%; with 50% employer match about $780,183 at 4% or $520,122 at 6%; with 100% employer match about $585,138 at 4% or $390,092 at 6%.
200912$1,755,784$103,933$51,967iApproximate average salary by contribution assumption: employee only about $1,299,163 at 4% or $866,108 at 6%; with 50% employer match about $866,108 at 4% or $577,406 at 6%; with 100% employer match about $649,581 at 4% or $433,054 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-2$1,755,784$103,933$51,967iApproximate average salary by contribution assumption: employee only about $1,299,163 at 4% or $866,108 at 6%; with 50% employer match about $866,108 at 4% or $577,406 at 6%; with 100% employer match about $649,581 at 4% or $433,054 at 6%.
200814$1,389,636$103,749$25,937iApproximate average salary by contribution assumption: employee only about $648,431 at 4% or $432,288 at 6%; with 50% employer match about $432,288 at 4% or $288,192 at 6%; with 100% employer match about $324,216 at 4% or $216,144 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-4$1,389,636$103,749$25,937iApproximate average salary by contribution assumption: employee only about $648,431 at 4% or $432,288 at 6%; with 50% employer match about $432,288 at 4% or $288,192 at 6%; with 100% employer match about $324,216 at 4% or $216,144 at 6%.
200713$0$0-
The Sobert Realty Corp. Retirement Plan and Trust-3---
200613$1,948,205$95,093$31,698iApproximate average salary by contribution assumption: employee only about $792,442 at 4% or $528,294 at 6%; with 50% employer match about $528,294 at 4% or $352,196 at 6%; with 100% employer match about $396,221 at 4% or $264,147 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-3$1,948,205$95,093$31,698iApproximate average salary by contribution assumption: employee only about $792,442 at 4% or $528,294 at 6%; with 50% employer match about $528,294 at 4% or $352,196 at 6%; with 100% employer match about $396,221 at 4% or $264,147 at 6%.
200513$1,774,092$90,769$30,256iApproximate average salary by contribution assumption: employee only about $756,408 at 4% or $504,272 at 6%; with 50% employer match about $504,272 at 4% or $336,181 at 6%; with 100% employer match about $378,204 at 4% or $252,136 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-3$1,774,092$90,769$30,256iApproximate average salary by contribution assumption: employee only about $756,408 at 4% or $504,272 at 6%; with 50% employer match about $504,272 at 4% or $336,181 at 6%; with 100% employer match about $378,204 at 4% or $252,136 at 6%.
200412$1,529,359$82,192$41,096iApproximate average salary by contribution assumption: employee only about $1,027,400 at 4% or $684,933 at 6%; with 50% employer match about $684,933 at 4% or $456,622 at 6%; with 100% employer match about $513,700 at 4% or $342,467 at 6%.
The Sobert Realty Corp. Retirement Plan and Trust-2$1,529,359$82,192$41,096iApproximate average salary by contribution assumption: employee only about $1,027,400 at 4% or $684,933 at 6%; with 50% employer match about $684,933 at 4% or $456,622 at 6%; with 100% employer match about $513,700 at 4% or $342,467 at 6%.
200312$0$0-
The Sobert Realty Corp. Retirement Plan and Trust-2---
200214$0$0-
The Sobert Realty Corp. Retirement Plan and Trust-4---
200112$0$0-
The Sobert Realty Corp. Retirement Plan and Trust-2---
200012$0$0-
The Sobert Realty Corp. Retirement Plan and Trust-2---
199914$1,781,193$63,369$15,842iApproximate average salary by contribution assumption: employee only about $396,056 at 4% or $264,038 at 6%; with 50% employer match about $264,038 at 4% or $176,025 at 6%; with 100% employer match about $198,028 at 4% or $132,019 at 6%.
The Sobert Realty Corp Retirement Plan and Trust-4$1,781,193$63,369$15,842iApproximate average salary by contribution assumption: employee only about $396,056 at 4% or $264,038 at 6%; with 50% employer match about $264,038 at 4% or $176,025 at 6%; with 100% employer match about $198,028 at 4% or $132,019 at 6%.