Civic Intelligence

Defeis, Oconnell & Rose PC.

Plan context: Defeis, Oconnell & Rose PC., Money Purchase Plan

EIN 13-3795617 • New York, NY • 21 filings • 5 plans

30 East 125th StreetBox 183New York, NY 10035
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$5,005,082

2018 Contributions

$75,069

Historical Graphs

Total Assets Over Time

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

$5,108,839$2,554,420$0199920092018YearValue
$5,005,082Latest year 2018

Participants Over Time

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

740199920092018YearValue
7Latest year 2018

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
201827$5,005,082$75,069$10,724iApproximate average salary by contribution assumption: employee only about $268,104 at 4% or $178,736 at 6%; with 50% employer match about $178,736 at 4% or $119,157 at 6%; with 100% employer match about $134,052 at 4% or $89,368 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-7$5,005,082$75,069$10,724iApproximate average salary by contribution assumption: employee only about $268,104 at 4% or $178,736 at 6%; with 50% employer match about $178,736 at 4% or $119,157 at 6%; with 100% employer match about $134,052 at 4% or $89,368 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-0$0--
201716$5,108,839$76,409$12,735iApproximate average salary by contribution assumption: employee only about $318,371 at 4% or $212,247 at 6%; with 50% employer match about $212,247 at 4% or $141,498 at 6%; with 100% employer match about $159,185 at 4% or $106,124 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-6$5,108,839$76,409$12,735iApproximate average salary by contribution assumption: employee only about $318,371 at 4% or $212,247 at 6%; with 50% employer match about $212,247 at 4% or $141,498 at 6%; with 100% employer match about $159,185 at 4% or $106,124 at 6%.
201615$4,310,316$123,295$24,659iApproximate average salary by contribution assumption: employee only about $616,475 at 4% or $410,983 at 6%; with 50% employer match about $410,983 at 4% or $273,989 at 6%; with 100% employer match about $308,238 at 4% or $205,492 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-5$4,310,316$123,295$24,659iApproximate average salary by contribution assumption: employee only about $616,475 at 4% or $410,983 at 6%; with 50% employer match about $410,983 at 4% or $273,989 at 6%; with 100% employer match about $308,238 at 4% or $205,492 at 6%.
201515$3,710,353$127,562$25,512iApproximate average salary by contribution assumption: employee only about $637,810 at 4% or $425,207 at 6%; with 50% employer match about $425,207 at 4% or $283,471 at 6%; with 100% employer match about $318,905 at 4% or $212,603 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-5$3,710,353$127,562$25,512iApproximate average salary by contribution assumption: employee only about $637,810 at 4% or $425,207 at 6%; with 50% employer match about $425,207 at 4% or $283,471 at 6%; with 100% employer match about $318,905 at 4% or $212,603 at 6%.
201416$3,645,201$131,641$21,940iApproximate average salary by contribution assumption: employee only about $548,504 at 4% or $365,669 at 6%; with 50% employer match about $365,669 at 4% or $243,780 at 6%; with 100% employer match about $274,252 at 4% or $182,835 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-6$3,645,201$131,641$21,940iApproximate average salary by contribution assumption: employee only about $548,504 at 4% or $365,669 at 6%; with 50% employer match about $365,669 at 4% or $243,780 at 6%; with 100% employer match about $274,252 at 4% or $182,835 at 6%.
201316$3,188,719$126,411$21,069iApproximate average salary by contribution assumption: employee only about $526,713 at 4% or $351,142 at 6%; with 50% employer match about $351,142 at 4% or $234,094 at 6%; with 100% employer match about $263,356 at 4% or $175,571 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-6$3,188,719$126,411$21,069iApproximate average salary by contribution assumption: employee only about $526,713 at 4% or $351,142 at 6%; with 50% employer match about $351,142 at 4% or $234,094 at 6%; with 100% employer match about $263,356 at 4% or $175,571 at 6%.
201216$2,458,579$124,887$20,815iApproximate average salary by contribution assumption: employee only about $520,363 at 4% or $346,908 at 6%; with 50% employer match about $346,908 at 4% or $231,272 at 6%; with 100% employer match about $260,181 at 4% or $173,454 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-6$2,458,579$124,887$20,815iApproximate average salary by contribution assumption: employee only about $520,363 at 4% or $346,908 at 6%; with 50% employer match about $346,908 at 4% or $231,272 at 6%; with 100% employer match about $260,181 at 4% or $173,454 at 6%.
201116$2,144,910$120,571$20,095iApproximate average salary by contribution assumption: employee only about $502,379 at 4% or $334,919 at 6%; with 50% employer match about $334,919 at 4% or $223,280 at 6%; with 100% employer match about $251,190 at 4% or $167,460 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-6$2,144,910$120,571$20,095iApproximate average salary by contribution assumption: employee only about $502,379 at 4% or $334,919 at 6%; with 50% employer match about $334,919 at 4% or $223,280 at 6%; with 100% employer match about $251,190 at 4% or $167,460 at 6%.
201015$2,014,116$112,322$22,464iApproximate average salary by contribution assumption: employee only about $561,610 at 4% or $374,407 at 6%; with 50% employer match about $374,407 at 4% or $249,604 at 6%; with 100% employer match about $280,805 at 4% or $187,203 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-5$2,014,116$112,322$22,464iApproximate average salary by contribution assumption: employee only about $561,610 at 4% or $374,407 at 6%; with 50% employer match about $374,407 at 4% or $249,604 at 6%; with 100% employer match about $280,805 at 4% or $187,203 at 6%.
200917$1,715,111$109,843$15,692iApproximate average salary by contribution assumption: employee only about $392,296 at 4% or $261,531 at 6%; with 50% employer match about $261,531 at 4% or $174,354 at 6%; with 100% employer match about $196,148 at 4% or $130,765 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-7$1,715,111$109,843$15,692iApproximate average salary by contribution assumption: employee only about $392,296 at 4% or $261,531 at 6%; with 50% employer match about $261,531 at 4% or $174,354 at 6%; with 100% employer match about $196,148 at 4% or $130,765 at 6%.
200815$1,275,618$106,508$21,302iApproximate average salary by contribution assumption: employee only about $532,540 at 4% or $355,027 at 6%; with 50% employer match about $355,027 at 4% or $236,684 at 6%; with 100% employer match about $266,270 at 4% or $177,513 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-5$1,275,618$106,508$21,302iApproximate average salary by contribution assumption: employee only about $532,540 at 4% or $355,027 at 6%; with 50% employer match about $355,027 at 4% or $236,684 at 6%; with 100% employer match about $266,270 at 4% or $177,513 at 6%.
200714$1,633,432$98,965$24,741iApproximate average salary by contribution assumption: employee only about $618,531 at 4% or $412,354 at 6%; with 50% employer match about $412,354 at 4% or $274,903 at 6%; with 100% employer match about $309,266 at 4% or $206,177 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-4$1,633,432$98,965$24,741iApproximate average salary by contribution assumption: employee only about $618,531 at 4% or $412,354 at 6%; with 50% employer match about $412,354 at 4% or $274,903 at 6%; with 100% employer match about $309,266 at 4% or $206,177 at 6%.
200614$1,435,870$94,322$23,581iApproximate average salary by contribution assumption: employee only about $589,513 at 4% or $393,008 at 6%; with 50% employer match about $393,008 at 4% or $262,006 at 6%; with 100% employer match about $294,756 at 4% or $196,504 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-4$1,435,870$94,322$23,581iApproximate average salary by contribution assumption: employee only about $589,513 at 4% or $393,008 at 6%; with 50% employer match about $393,008 at 4% or $262,006 at 6%; with 100% employer match about $294,756 at 4% or $196,504 at 6%.
200515$1,056,431$94,174$18,835iApproximate average salary by contribution assumption: employee only about $470,870 at 4% or $313,913 at 6%; with 50% employer match about $313,913 at 4% or $209,276 at 6%; with 100% employer match about $235,435 at 4% or $156,957 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-5$1,056,431$94,174$18,835iApproximate average salary by contribution assumption: employee only about $470,870 at 4% or $313,913 at 6%; with 50% employer match about $313,913 at 4% or $209,276 at 6%; with 100% employer match about $235,435 at 4% or $156,957 at 6%.
200413$860,987$86,586$28,862iApproximate average salary by contribution assumption: employee only about $721,550 at 4% or $481,033 at 6%; with 50% employer match about $481,033 at 4% or $320,689 at 6%; with 100% employer match about $360,775 at 4% or $240,517 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-3$860,987$86,586$28,862iApproximate average salary by contribution assumption: employee only about $721,550 at 4% or $481,033 at 6%; with 50% employer match about $481,033 at 4% or $320,689 at 6%; with 100% employer match about $360,775 at 4% or $240,517 at 6%.
200313$797,095$561,291$187,097iApproximate average salary by contribution assumption: employee only about $4,677,425 at 4% or $3,118,283 at 6%; with 50% employer match about $3,118,283 at 4% or $2,078,856 at 6%; with 100% employer match about $2,338,713 at 4% or $1,559,142 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-3$797,095$561,291$187,097iApproximate average salary by contribution assumption: employee only about $4,677,425 at 4% or $3,118,283 at 6%; with 50% employer match about $3,118,283 at 4% or $2,078,856 at 6%; with 100% employer match about $2,338,713 at 4% or $1,559,142 at 6%.
200213$154,889$82,000$27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-3$154,889$82,000$27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%.
200113$99,904$20,937$6,979iApproximate average salary by contribution assumption: employee only about $174,475 at 4% or $116,317 at 6%; with 50% employer match about $116,317 at 4% or $77,544 at 6%; with 100% employer match about $87,238 at 4% or $58,158 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-3$99,904$20,937$6,979iApproximate average salary by contribution assumption: employee only about $174,475 at 4% or $116,317 at 6%; with 50% employer match about $116,317 at 4% or $77,544 at 6%; with 100% employer match about $87,238 at 4% or $58,158 at 6%.
200013$86,574$18,625$6,208iApproximate average salary by contribution assumption: employee only about $155,208 at 4% or $103,472 at 6%; with 50% employer match about $103,472 at 4% or $68,981 at 6%; with 100% employer match about $77,604 at 4% or $51,736 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-3$86,574$18,625$6,208iApproximate average salary by contribution assumption: employee only about $155,208 at 4% or $103,472 at 6%; with 50% employer match about $103,472 at 4% or $68,981 at 6%; with 100% employer match about $77,604 at 4% or $51,736 at 6%.
199912$84,129$8,960$4,480iApproximate average salary by contribution assumption: employee only about $112,000 at 4% or $74,667 at 6%; with 50% employer match about $74,667 at 4% or $49,778 at 6%; with 100% employer match about $56,000 at 4% or $37,333 at 6%.
Defeis, Oconnell & Rose PC., Money Purchase Plan-2$84,129$8,960$4,480iApproximate average salary by contribution assumption: employee only about $112,000 at 4% or $74,667 at 6%; with 50% employer match about $74,667 at 4% or $49,778 at 6%; with 100% employer match about $56,000 at 4% or $37,333 at 6%.
Defeis, Oconnell & Rose PC. | EIN 13-3795617 | 2018 Form 5500 Company Profile