Sontag Advisory LLC
Plan context: Sontag Advisory LLC Incentive Savings Plan
EIN 13-3831584 • 10 filings • 3 plans
Current Snapshot
Latest Year
2006
2006 Participants
15
2006 Assets
$437,890
2006 Contributions
$133,882
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Sontag Advisory LLC Incentive Savings Plan | - | 0 | - | - | - |
| 2005 | 1 | 15 | $437,890 | $133,882 | $8,925iApproximate average salary by contribution assumption: employee only about $223,137 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,568 at 4% or $74,379 at 6%. |
| Sontag Advisory LLC Incentive Savings Plan | - | 15 | $437,890 | $133,882 | $8,925iApproximate average salary by contribution assumption: employee only about $223,137 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,568 at 4% or $74,379 at 6%. |
| 2004 | 1 | 15 | $283,508 | $117,958 | $7,864iApproximate average salary by contribution assumption: employee only about $196,597 at 4% or $131,064 at 6%; with 50% employer match about $131,064 at 4% or $87,376 at 6%; with 100% employer match about $98,298 at 4% or $65,532 at 6%. |
| Sontag Advisory LLC Incentive Savings Plan | - | 15 | $283,508 | $117,958 | $7,864iApproximate average salary by contribution assumption: employee only about $196,597 at 4% or $131,064 at 6%; with 50% employer match about $131,064 at 4% or $87,376 at 6%; with 100% employer match about $98,298 at 4% or $65,532 at 6%. |
| 2003 | 1 | 13 | $196,928 | $81,334 | $6,256iApproximate average salary by contribution assumption: employee only about $156,412 at 4% or $104,274 at 6%; with 50% employer match about $104,274 at 4% or $69,516 at 6%; with 100% employer match about $78,206 at 4% or $52,137 at 6%. |
| Sontag Advisory LLC Incentive Savings Plan | - | 13 | $196,928 | $81,334 | $6,256iApproximate average salary by contribution assumption: employee only about $156,412 at 4% or $104,274 at 6%; with 50% employer match about $104,274 at 4% or $69,516 at 6%; with 100% employer match about $78,206 at 4% or $52,137 at 6%. |
| 2002 | 1 | 11 | $153,971 | $56,902 | $5,173iApproximate average salary by contribution assumption: employee only about $129,323 at 4% or $86,215 at 6%; with 50% employer match about $86,215 at 4% or $57,477 at 6%; with 100% employer match about $64,661 at 4% or $43,108 at 6%. |
| Sontag Advisory LLC Incentive Savings Plan | - | 11 | $153,971 | $56,902 | $5,173iApproximate average salary by contribution assumption: employee only about $129,323 at 4% or $86,215 at 6%; with 50% employer match about $86,215 at 4% or $57,477 at 6%; with 100% employer match about $64,661 at 4% or $43,108 at 6%. |
| 2001 | 2 | 10 | $0 | $0 | - |
| Sontag Advisory LLC Profit Sharing Trust | - | 0 | - | - | - |
| Sontag Advisory LLC Incentive Savings Plan | - | 10 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Sontag Advisory LLC Incentive Savings Plan | - | 10 | - | - | - |
| 1999 | 2 | 5 | $269,955 | $71,331 | $14,266iApproximate average salary by contribution assumption: employee only about $356,655 at 4% or $237,770 at 6%; with 50% employer match about $237,770 at 4% or $158,513 at 6%; with 100% employer match about $178,328 at 4% or $118,885 at 6%. |
| Sontag Advisory LLC Profit Sharing Trust | - | 5 | $152,044 | $41,001 | $8,200iApproximate average salary by contribution assumption: employee only about $205,005 at 4% or $136,670 at 6%; with 50% employer match about $136,670 at 4% or $91,113 at 6%; with 100% employer match about $102,503 at 4% or $68,335 at 6%. |
| Sontag Advisory LLC Incentive Savings Plan | - | 0 | $117,911 | $30,330 | - |