Kerry Gotlib
Plan context: Kerry Gotlib Pension Plan
EIN 13-3320372 • New York, NY • 8 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$2,616,563
2018 Contributions
$300,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $2,616,563 | $300,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| Kerry Gotlib Pension Plan | - | 1 | $2,616,563 | $300,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| 2017 | 1 | 1 | $2,535,489 | $400,000 | $400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%. |
| Kerry Gotlib Pension Plan | - | 1 | $2,535,489 | $400,000 | $400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%. |
| 2016 | 1 | 2 | $2,135,489 | $451,499 | $225,750iApproximate average salary by contribution assumption: employee only about $5,643,738 at 4% or $3,762,492 at 6%; with 50% employer match about $3,762,492 at 4% or $2,508,328 at 6%; with 100% employer match about $2,821,869 at 4% or $1,881,246 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $2,135,489 | $451,499 | $225,750iApproximate average salary by contribution assumption: employee only about $5,643,738 at 4% or $3,762,492 at 6%; with 50% employer match about $3,762,492 at 4% or $2,508,328 at 6%; with 100% employer match about $2,821,869 at 4% or $1,881,246 at 6%. |
| 2015 | 1 | 2 | $1,689,777 | $390,000 | $195,000iApproximate average salary by contribution assumption: employee only about $4,875,000 at 4% or $3,250,000 at 6%; with 50% employer match about $3,250,000 at 4% or $2,166,667 at 6%; with 100% employer match about $2,437,500 at 4% or $1,625,000 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $1,689,777 | $390,000 | $195,000iApproximate average salary by contribution assumption: employee only about $4,875,000 at 4% or $3,250,000 at 6%; with 50% employer match about $3,250,000 at 4% or $2,166,667 at 6%; with 100% employer match about $2,437,500 at 4% or $1,625,000 at 6%. |
| 2014 | 1 | 2 | $1,292,774 | $113,997 | $56,999iApproximate average salary by contribution assumption: employee only about $1,424,963 at 4% or $949,975 at 6%; with 50% employer match about $949,975 at 4% or $633,317 at 6%; with 100% employer match about $712,481 at 4% or $474,988 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $1,292,774 | $113,997 | $56,999iApproximate average salary by contribution assumption: employee only about $1,424,963 at 4% or $949,975 at 6%; with 50% employer match about $949,975 at 4% or $633,317 at 6%; with 100% employer match about $712,481 at 4% or $474,988 at 6%. |
| 2013 | 1 | 2 | $927,211 | $468,964 | $234,482iApproximate average salary by contribution assumption: employee only about $5,862,050 at 4% or $3,908,033 at 6%; with 50% employer match about $3,908,033 at 4% or $2,605,356 at 6%; with 100% employer match about $2,931,025 at 4% or $1,954,017 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $927,211 | $468,964 | $234,482iApproximate average salary by contribution assumption: employee only about $5,862,050 at 4% or $3,908,033 at 6%; with 50% employer match about $3,908,033 at 4% or $2,605,356 at 6%; with 100% employer match about $2,931,025 at 4% or $1,954,017 at 6%. |
| 2012 | 1 | 2 | $457,377 | $248,000 | $124,000iApproximate average salary by contribution assumption: employee only about $3,100,000 at 4% or $2,066,667 at 6%; with 50% employer match about $2,066,667 at 4% or $1,377,778 at 6%; with 100% employer match about $1,550,000 at 4% or $1,033,333 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $457,377 | $248,000 | $124,000iApproximate average salary by contribution assumption: employee only about $3,100,000 at 4% or $2,066,667 at 6%; with 50% employer match about $2,066,667 at 4% or $1,377,778 at 6%; with 100% employer match about $1,550,000 at 4% or $1,033,333 at 6%. |
| 2011 | 1 | 2 | $208,537 | $208,537 | $104,269iApproximate average salary by contribution assumption: employee only about $2,606,713 at 4% or $1,737,808 at 6%; with 50% employer match about $1,737,808 at 4% or $1,158,539 at 6%; with 100% employer match about $1,303,356 at 4% or $868,904 at 6%. |
| Kerry Gotlib Pension Plan | - | 2 | $208,537 | $208,537 | $104,269iApproximate average salary by contribution assumption: employee only about $2,606,713 at 4% or $1,737,808 at 6%; with 50% employer match about $1,737,808 at 4% or $1,158,539 at 6%; with 100% employer match about $1,303,356 at 4% or $868,904 at 6%. |