Civic Intelligence

Sheldon Lobel PC.

Plan context: SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN

EIN 13-3711571 • New York, NY • 22 filings • 2 plans

370 Lexington Avenue, Suite 702New York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$1,544,407

2024 Contributions

$174,234

Historical Graphs

Total Assets Over Time

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

$3,065,056$1,532,528$0199920162024YearValue
$1,544,407Latest year 2024

Participants Over Time

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

26130199920142024YearValue
22Latest 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
2024122$1,544,407$174,234$7,920iApproximate average salary by contribution assumption: employee only about $197,993 at 4% or $131,995 at 6%; with 50% employer match about $131,995 at 4% or $87,997 at 6%; with 100% employer match about $98,997 at 4% or $65,998 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-22$1,544,407$174,234$7,920iApproximate average salary by contribution assumption: employee only about $197,993 at 4% or $131,995 at 6%; with 50% employer match about $131,995 at 4% or $87,997 at 6%; with 100% employer match about $98,997 at 4% or $65,998 at 6%.
2023123$1,299,754$134,675$5,855iApproximate average salary by contribution assumption: employee only about $146,386 at 4% or $97,591 at 6%; with 50% employer match about $97,591 at 4% or $65,060 at 6%; with 100% employer match about $73,193 at 4% or $48,795 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-23$1,299,754$134,675$5,855iApproximate average salary by contribution assumption: employee only about $146,386 at 4% or $97,591 at 6%; with 50% employer match about $97,591 at 4% or $65,060 at 6%; with 100% employer match about $73,193 at 4% or $48,795 at 6%.
2022123$1,015,343$132,058$5,742iApproximate average salary by contribution assumption: employee only about $143,541 at 4% or $95,694 at 6%; with 50% employer match about $95,694 at 4% or $63,796 at 6%; with 100% employer match about $71,771 at 4% or $47,847 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-23$1,015,343$132,058$5,742iApproximate average salary by contribution assumption: employee only about $143,541 at 4% or $95,694 at 6%; with 50% employer match about $95,694 at 4% or $63,796 at 6%; with 100% employer match about $71,771 at 4% or $47,847 at 6%.
2021126$1,170,541$137,268$5,280iApproximate average salary by contribution assumption: employee only about $131,988 at 4% or $87,992 at 6%; with 50% employer match about $87,992 at 4% or $58,662 at 6%; with 100% employer match about $65,994 at 4% or $43,996 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-26$1,170,541$137,268$5,280iApproximate average salary by contribution assumption: employee only about $131,988 at 4% or $87,992 at 6%; with 50% employer match about $87,992 at 4% or $58,662 at 6%; with 100% employer match about $65,994 at 4% or $43,996 at 6%.
2020126$943,180$233,341$8,975iApproximate average salary by contribution assumption: employee only about $224,366 at 4% or $149,578 at 6%; with 50% employer match about $149,578 at 4% or $99,718 at 6%; with 100% employer match about $112,183 at 4% or $74,789 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-26$943,180$233,341$8,975iApproximate average salary by contribution assumption: employee only about $224,366 at 4% or $149,578 at 6%; with 50% employer match about $149,578 at 4% or $99,718 at 6%; with 100% employer match about $112,183 at 4% or $74,789 at 6%.
2019125$628,337$111,599$4,464iApproximate average salary by contribution assumption: employee only about $111,599 at 4% or $74,399 at 6%; with 50% employer match about $74,399 at 4% or $49,600 at 6%; with 100% employer match about $55,800 at 4% or $37,200 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-25$628,337$111,599$4,464iApproximate average salary by contribution assumption: employee only about $111,599 at 4% or $74,399 at 6%; with 50% employer match about $74,399 at 4% or $49,600 at 6%; with 100% employer match about $55,800 at 4% or $37,200 at 6%.
2018122$474,710$110,396$5,018iApproximate average salary by contribution assumption: employee only about $125,450 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,756 at 6%; with 100% employer match about $62,725 at 4% or $41,817 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-22$474,710$110,396$5,018iApproximate average salary by contribution assumption: employee only about $125,450 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,756 at 6%; with 100% employer match about $62,725 at 4% or $41,817 at 6%.
2017120$456,026$115,021$5,751iApproximate average salary by contribution assumption: employee only about $143,776 at 4% or $95,851 at 6%; with 50% employer match about $95,851 at 4% or $63,901 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-20$456,026$115,021$5,751iApproximate average salary by contribution assumption: employee only about $143,776 at 4% or $95,851 at 6%; with 50% employer match about $95,851 at 4% or $63,901 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%.
2016118$301,894$114,646$6,369iApproximate average salary by contribution assumption: employee only about $159,231 at 4% or $106,154 at 6%; with 50% employer match about $106,154 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,077 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-18$301,894$114,646$6,369iApproximate average salary by contribution assumption: employee only about $159,231 at 4% or $106,154 at 6%; with 50% employer match about $106,154 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,077 at 6%.
2015117$165,616$66,241$3,897iApproximate average salary by contribution assumption: employee only about $97,413 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-17$165,616$66,241$3,897iApproximate average salary by contribution assumption: employee only about $97,413 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%.
2014116$107,560$106,945$6,684iApproximate average salary by contribution assumption: employee only about $167,102 at 4% or $111,401 at 6%; with 50% employer match about $111,401 at 4% or $74,267 at 6%; with 100% employer match about $83,551 at 4% or $55,701 at 6%.
SHELDON LOBEL P.C. 401(K) PROFIT SHARING PLAN-16$107,560$106,945$6,684iApproximate average salary by contribution assumption: employee only about $167,102 at 4% or $111,401 at 6%; with 50% employer match about $111,401 at 4% or $74,267 at 6%; with 100% employer match about $83,551 at 4% or $55,701 at 6%.
201110$0$0-
Sheldon Lobel PC. Retirement Trust-0$0$0-
201011$2,818,098$0-
Sheldon Lobel PC. Retirement Trust-1$2,818,098$0-
200911$2,520,037$0-
Sheldon Lobel PC. Retirement Trust-1$2,520,037$0-
200818$0$0-
Sheldon Lobel PC. Retirement Trust-8---
200718$0$0-
Sheldon Lobel PC. Retirement Trust-8---
200616$3,065,056$0-
Sheldon Lobel PC. Retirement Trust-6$3,065,056--
200519$2,565,948$0-
Sheldon Lobel PC. Retirement Trust-9$2,565,948--
200319$1,803,752$0-
Sheldon Lobel PC. Retirement Trust-9$1,803,752--
200119$0$0-
Sheldon Lobel PC. Retirement Trust-9---
200019$1,526,034$0-
Sheldon Lobel PC. Retirement Trust-9$1,526,034--
199914$1,786,798$0-
Sheldon Lobel PC. Retirement Trust-4$1,786,798--