Civic Intelligence

Finz & Finz PC

Plan context: Finz & Finz Retirement Plan

EIN 13-3915406 • Mineola, NY • 24 filings • 2 plans

410 E Jericho TpkeMineola, NY 11501
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,157,375

2024 Contributions

$180,022

Historical Graphs

Total Assets Over Time

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

$3,157,375$1,578,688$0200120132024YearValue
$3,157,375Latest year 2024

Participants Over Time

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

19100200120132024YearValue
15Latest 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
2024115$3,157,375$180,022$12,001iApproximate average salary by contribution assumption: employee only about $300,037 at 4% or $200,024 at 6%; with 50% employer match about $200,024 at 4% or $133,350 at 6%; with 100% employer match about $150,018 at 4% or $100,012 at 6%.
Finz & Finz Retirement Plan-15$3,157,375$180,022$12,001iApproximate average salary by contribution assumption: employee only about $300,037 at 4% or $200,024 at 6%; with 50% employer match about $200,024 at 4% or $133,350 at 6%; with 100% employer match about $150,018 at 4% or $100,012 at 6%.
2023115$2,486,177$164,077$10,938iApproximate average salary by contribution assumption: employee only about $273,462 at 4% or $182,308 at 6%; with 50% employer match about $182,308 at 4% or $121,539 at 6%; with 100% employer match about $136,731 at 4% or $91,154 at 6%.
Finz & Finz Retirement Plan-15$2,486,177$164,077$10,938iApproximate average salary by contribution assumption: employee only about $273,462 at 4% or $182,308 at 6%; with 50% employer match about $182,308 at 4% or $121,539 at 6%; with 100% employer match about $136,731 at 4% or $91,154 at 6%.
2022113$2,046,430$169,470$13,036iApproximate average salary by contribution assumption: employee only about $325,904 at 4% or $217,269 at 6%; with 50% employer match about $217,269 at 4% or $144,846 at 6%; with 100% employer match about $162,952 at 4% or $108,635 at 6%.
Finz & Finz Retirement Plan-13$2,046,430$169,470$13,036iApproximate average salary by contribution assumption: employee only about $325,904 at 4% or $217,269 at 6%; with 50% employer match about $217,269 at 4% or $144,846 at 6%; with 100% employer match about $162,952 at 4% or $108,635 at 6%.
2021114$2,289,428$161,688$11,549iApproximate average salary by contribution assumption: employee only about $288,729 at 4% or $192,486 at 6%; with 50% employer match about $192,486 at 4% or $128,324 at 6%; with 100% employer match about $144,364 at 4% or $96,243 at 6%.
Finz & Finz Retirement Plan-14$2,289,428$161,688$11,549iApproximate average salary by contribution assumption: employee only about $288,729 at 4% or $192,486 at 6%; with 50% employer match about $192,486 at 4% or $128,324 at 6%; with 100% employer match about $144,364 at 4% or $96,243 at 6%.
2020111$1,798,017$192,454$17,496iApproximate average salary by contribution assumption: employee only about $437,395 at 4% or $291,597 at 6%; with 50% employer match about $291,597 at 4% or $194,398 at 6%; with 100% employer match about $218,698 at 4% or $145,798 at 6%.
Finz & Finz Retirement Plan-11$1,798,017$192,454$17,496iApproximate average salary by contribution assumption: employee only about $437,395 at 4% or $291,597 at 6%; with 50% employer match about $291,597 at 4% or $194,398 at 6%; with 100% employer match about $218,698 at 4% or $145,798 at 6%.
2019110$1,380,813$119,168$11,917iApproximate average salary by contribution assumption: employee only about $297,920 at 4% or $198,613 at 6%; with 50% employer match about $198,613 at 4% or $132,409 at 6%; with 100% employer match about $148,960 at 4% or $99,307 at 6%.
Finz & Finz Retirement Plan-10$1,380,813$119,168$11,917iApproximate average salary by contribution assumption: employee only about $297,920 at 4% or $198,613 at 6%; with 50% employer match about $198,613 at 4% or $132,409 at 6%; with 100% employer match about $148,960 at 4% or $99,307 at 6%.
2018110$1,425,153$145,055$14,506iApproximate average salary by contribution assumption: employee only about $362,638 at 4% or $241,758 at 6%; with 50% employer match about $241,758 at 4% or $161,172 at 6%; with 100% employer match about $181,319 at 4% or $120,879 at 6%.
Finz & Finz Retirement Plan-10$1,425,153$145,055$14,506iApproximate average salary by contribution assumption: employee only about $362,638 at 4% or $241,758 at 6%; with 50% employer match about $241,758 at 4% or $161,172 at 6%; with 100% employer match about $181,319 at 4% or $120,879 at 6%.
201719$1,284,154$102,571$11,397iApproximate average salary by contribution assumption: employee only about $284,919 at 4% or $189,946 at 6%; with 50% employer match about $189,946 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,973 at 6%.
Finz & Finz Retirement Plan-9$1,284,154$102,571$11,397iApproximate average salary by contribution assumption: employee only about $284,919 at 4% or $189,946 at 6%; with 50% employer match about $189,946 at 4% or $126,631 at 6%; with 100% employer match about $142,460 at 4% or $94,973 at 6%.
201617$997,368$87,800$12,543iApproximate average salary by contribution assumption: employee only about $313,571 at 4% or $209,048 at 6%; with 50% employer match about $209,048 at 4% or $139,365 at 6%; with 100% employer match about $156,786 at 4% or $104,524 at 6%.
Finz & Finz Retirement Plan-7$997,368$87,800$12,543iApproximate average salary by contribution assumption: employee only about $313,571 at 4% or $209,048 at 6%; with 50% employer match about $209,048 at 4% or $139,365 at 6%; with 100% employer match about $156,786 at 4% or $104,524 at 6%.
201517$880,887$87,033$12,433iApproximate average salary by contribution assumption: employee only about $310,832 at 4% or $207,221 at 6%; with 50% employer match about $207,221 at 4% or $138,148 at 6%; with 100% employer match about $155,416 at 4% or $103,611 at 6%.
Finz & Finz Retirement Plan-7$880,887$87,033$12,433iApproximate average salary by contribution assumption: employee only about $310,832 at 4% or $207,221 at 6%; with 50% employer match about $207,221 at 4% or $138,148 at 6%; with 100% employer match about $155,416 at 4% or $103,611 at 6%.
201419$823,563$89,317$9,924iApproximate average salary by contribution assumption: employee only about $248,103 at 4% or $165,402 at 6%; with 50% employer match about $165,402 at 4% or $110,268 at 6%; with 100% employer match about $124,051 at 4% or $82,701 at 6%.
Finz & Finz Retirement Plan-9$823,563$89,317$9,924iApproximate average salary by contribution assumption: employee only about $248,103 at 4% or $165,402 at 6%; with 50% employer match about $165,402 at 4% or $110,268 at 6%; with 100% employer match about $124,051 at 4% or $82,701 at 6%.
2013111$706,774$113,471$10,316iApproximate average salary by contribution assumption: employee only about $257,889 at 4% or $171,926 at 6%; with 50% employer match about $171,926 at 4% or $114,617 at 6%; with 100% employer match about $128,944 at 4% or $85,963 at 6%.
Finz & Finz Retirement Plan-11$706,774$113,471$10,316iApproximate average salary by contribution assumption: employee only about $257,889 at 4% or $171,926 at 6%; with 50% employer match about $171,926 at 4% or $114,617 at 6%; with 100% employer match about $128,944 at 4% or $85,963 at 6%.
2012113$718,714$102,210$7,862iApproximate average salary by contribution assumption: employee only about $196,558 at 4% or $131,038 at 6%; with 50% employer match about $131,038 at 4% or $87,359 at 6%; with 100% employer match about $98,279 at 4% or $65,519 at 6%.
Finz & Finz Retirement Plan-13$718,714$102,210$7,862iApproximate average salary by contribution assumption: employee only about $196,558 at 4% or $131,038 at 6%; with 50% employer match about $131,038 at 4% or $87,359 at 6%; with 100% employer match about $98,279 at 4% or $65,519 at 6%.
2011113$545,863$94,030$7,233iApproximate average salary by contribution assumption: employee only about $180,827 at 4% or $120,551 at 6%; with 50% employer match about $120,551 at 4% or $80,368 at 6%; with 100% employer match about $90,413 at 4% or $60,276 at 6%.
Finz & Finz Retirement Plan-13$545,863$94,030$7,233iApproximate average salary by contribution assumption: employee only about $180,827 at 4% or $120,551 at 6%; with 50% employer match about $120,551 at 4% or $80,368 at 6%; with 100% employer match about $90,413 at 4% or $60,276 at 6%.
2010113$478,871$24,040$1,849iApproximate average salary by contribution assumption: employee only about $46,231 at 4% or $30,821 at 6%; with 50% employer match about $30,821 at 4% or $20,547 at 6%; with 100% employer match about $23,115 at 4% or $15,410 at 6%.
Finz & Finz Retirement Plan-13$478,871$24,040$1,849iApproximate average salary by contribution assumption: employee only about $46,231 at 4% or $30,821 at 6%; with 50% employer match about $30,821 at 4% or $20,547 at 6%; with 100% employer match about $23,115 at 4% or $15,410 at 6%.
2009114$483,482$80,933$5,781iApproximate average salary by contribution assumption: employee only about $144,523 at 4% or $96,349 at 6%; with 50% employer match about $96,349 at 4% or $64,233 at 6%; with 100% employer match about $72,262 at 4% or $48,174 at 6%.
Finz & Finz Retirement Plan-14$483,482$80,933$5,781iApproximate average salary by contribution assumption: employee only about $144,523 at 4% or $96,349 at 6%; with 50% employer match about $96,349 at 4% or $64,233 at 6%; with 100% employer match about $72,262 at 4% or $48,174 at 6%.
2008111$341,477$70,300$6,391iApproximate average salary by contribution assumption: employee only about $159,773 at 4% or $106,515 at 6%; with 50% employer match about $106,515 at 4% or $71,010 at 6%; with 100% employer match about $79,886 at 4% or $53,258 at 6%.
Finz & Finz Retirement Plan-11$341,477$70,300$6,391iApproximate average salary by contribution assumption: employee only about $159,773 at 4% or $106,515 at 6%; with 50% employer match about $106,515 at 4% or $71,010 at 6%; with 100% employer match about $79,886 at 4% or $53,258 at 6%.
2007112$438,038$67,854$5,655iApproximate average salary by contribution assumption: employee only about $141,363 at 4% or $94,242 at 6%; with 50% employer match about $94,242 at 4% or $62,828 at 6%; with 100% employer match about $70,681 at 4% or $47,121 at 6%.
Finz & Finz Retirement Plan-12$438,038$67,854$5,655iApproximate average salary by contribution assumption: employee only about $141,363 at 4% or $94,242 at 6%; with 50% employer match about $94,242 at 4% or $62,828 at 6%; with 100% employer match about $70,681 at 4% or $47,121 at 6%.
2006113$376,632$71,259$5,481iApproximate average salary by contribution assumption: employee only about $137,037 at 4% or $91,358 at 6%; with 50% employer match about $91,358 at 4% or $60,905 at 6%; with 100% employer match about $68,518 at 4% or $45,679 at 6%.
Finz & Finz Retirement Plan-13$376,632$71,259$5,481iApproximate average salary by contribution assumption: employee only about $137,037 at 4% or $91,358 at 6%; with 50% employer match about $91,358 at 4% or $60,905 at 6%; with 100% employer match about $68,518 at 4% or $45,679 at 6%.
2005116$284,500$61,629$3,852iApproximate average salary by contribution assumption: employee only about $96,295 at 4% or $64,197 at 6%; with 50% employer match about $64,197 at 4% or $42,798 at 6%; with 100% employer match about $48,148 at 4% or $32,098 at 6%.
Finz & Finz Retirement Plan-16$284,500$61,629$3,852iApproximate average salary by contribution assumption: employee only about $96,295 at 4% or $64,197 at 6%; with 50% employer match about $64,197 at 4% or $42,798 at 6%; with 100% employer match about $48,148 at 4% or $32,098 at 6%.
2004115$225,862$52,572$3,505iApproximate average salary by contribution assumption: employee only about $87,620 at 4% or $58,413 at 6%; with 50% employer match about $58,413 at 4% or $38,942 at 6%; with 100% employer match about $43,810 at 4% or $29,207 at 6%.
Finz & Finz Retirement Plan-15$225,862$52,572$3,505iApproximate average salary by contribution assumption: employee only about $87,620 at 4% or $58,413 at 6%; with 50% employer match about $58,413 at 4% or $38,942 at 6%; with 100% employer match about $43,810 at 4% or $29,207 at 6%.
2003119$173,019$57,120$3,006iApproximate average salary by contribution assumption: employee only about $75,158 at 4% or $50,105 at 6%; with 50% employer match about $50,105 at 4% or $33,404 at 6%; with 100% employer match about $37,579 at 4% or $25,053 at 6%.
Finz & Finz Retirement Plan-19$173,019$57,120$3,006iApproximate average salary by contribution assumption: employee only about $75,158 at 4% or $50,105 at 6%; with 50% employer match about $50,105 at 4% or $33,404 at 6%; with 100% employer match about $37,579 at 4% or $25,053 at 6%.
2002118$90,292$55,824$3,101iApproximate average salary by contribution assumption: employee only about $77,533 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,459 at 6%; with 100% employer match about $38,767 at 4% or $25,844 at 6%.
Finz & Finz Retirement Plan-18$90,292$55,824$3,101iApproximate average salary by contribution assumption: employee only about $77,533 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,459 at 6%; with 100% employer match about $38,767 at 4% or $25,844 at 6%.
2001114$52,945$51,905$3,708iApproximate average salary by contribution assumption: employee only about $92,688 at 4% or $61,792 at 6%; with 50% employer match about $61,792 at 4% or $41,194 at 6%; with 100% employer match about $46,344 at 4% or $30,896 at 6%.
Finz & Finz Retirement Plan-14$52,945$51,905$3,708iApproximate average salary by contribution assumption: employee only about $92,688 at 4% or $61,792 at 6%; with 50% employer match about $61,792 at 4% or $41,194 at 6%; with 100% employer match about $46,344 at 4% or $30,896 at 6%.