Civic Intelligence

Sharon Stein PC.

Plan context: SHARON STEIN 401 K PLAN

EIN 13-3929993 • New York, NY • 23 filings • 12 plans

305 Madison Avenue 47th FloorNew York, NY 10165
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$428,558

2011 Contributions

$22,000

Historical Graphs

Total Assets Over Time

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

$1,183,009$591,505$0199920062011YearValue
$428,558Latest year 2011

Participants Over Time

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

210199920072011YearValue
1Latest year 2011

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
201111$428,558$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
SHARON STEIN 401 K PLAN-1$428,558$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201022$1,183,009$49,460$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
SHARON STEIN PC DEFINED BENEFIT PENSION PLAN-1$805,109$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SHARON STEIN 401 K PLAN-2$377,900$24,460$12,230iApproximate average salary by contribution assumption: employee only about $305,750 at 4% or $203,833 at 6%; with 50% employer match about $203,833 at 4% or $135,889 at 6%; with 100% employer match about $152,875 at 4% or $101,917 at 6%.
200922$1,069,024$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
SHARON STEIN PC DEFINED BENEFIT PENSION PLAN-1$741,130--
SHARON STEIN 401 K PLAN-2$327,894$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200831$0$0-
SHARON STEIN PC DEFINED BENEFIT PLAN-1---
SHARON STEIN P.C. MONEY PURCHASE PLAN-0---
SHARON STEIN 401K PLAN-1---
200732$0$0-
SHARON STEIN, P.C. 401K PLAN-2---
SHARON STEIN PC DEFINED BENEFIT PENSION PLAN-2---
SHARON STEIN, P.C. MONEY PURCHASE PLAN-2---
200632$506,018$243,972$121,986iApproximate average salary by contribution assumption: employee only about $3,049,650 at 4% or $2,033,100 at 6%; with 50% employer match about $2,033,100 at 4% or $1,355,400 at 6%; with 100% employer match about $1,524,825 at 4% or $1,016,550 at 6%.
SHARON STEIN PC DEFINED BENEFIT PENSION PLAN-2$215,225$215,973$107,987iApproximate average salary by contribution assumption: employee only about $2,699,663 at 4% or $1,799,775 at 6%; with 50% employer match about $1,799,775 at 4% or $1,199,850 at 6%; with 100% employer match about $1,349,831 at 4% or $899,888 at 6%.
SHARON STEIN, P.C. MONEY PURCHASE PLAN-2$214,504--
SHARON STEIN, P.C. 401-K PLAN-2$76,289$27,999$14,000iApproximate average salary by contribution assumption: employee only about $349,988 at 4% or $233,325 at 6%; with 50% employer match about $233,325 at 4% or $155,550 at 6%; with 100% employer match about $174,994 at 4% or $116,663 at 6%.
200221$31,300$17,364$17,364iApproximate average salary by contribution assumption: employee only about $434,100 at 4% or $289,400 at 6%; with 50% employer match about $289,400 at 4% or $192,933 at 6%; with 100% employer match about $217,050 at 4% or $144,700 at 6%.
SHARON STEIN, P.C. 401K PLAN-1$31,300$17,364$17,364iApproximate average salary by contribution assumption: employee only about $434,100 at 4% or $289,400 at 6%; with 50% employer match about $289,400 at 4% or $192,933 at 6%; with 100% employer match about $217,050 at 4% or $144,700 at 6%.
SHARON STEIN, P.C. MONEY PURCHASE PLAN-1---
200130$0$0-
SHARON STEIN, P.C. MONEY PURCHASE PLAN-0---
SHARON STEIN, P.C. 401K PLAN-0---
Sharon Stein PC. Defined Benefit Pension Plan-0---
200032$222,646$43,560$21,780iApproximate average salary by contribution assumption: employee only about $544,500 at 4% or $363,000 at 6%; with 50% employer match about $363,000 at 4% or $242,000 at 6%; with 100% employer match about $272,250 at 4% or $181,500 at 6%.
SHARON STEIN PIC 401K PLAN-2$173,168$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
SHARON STEIN P C MONEY PURCHASE PLAN-2$27,560$27,560$13,780iApproximate average salary by contribution assumption: employee only about $344,500 at 4% or $229,667 at 6%; with 50% employer match about $229,667 at 4% or $153,111 at 6%; with 100% employer match about $172,250 at 4% or $114,833 at 6%.
Sharon Stein PC. Defined Benefit Pension Plan-2$21,918--
199912$31,642$31,642$15,821iApproximate average salary by contribution assumption: employee only about $395,525 at 4% or $263,683 at 6%; with 50% employer match about $263,683 at 4% or $175,789 at 6%; with 100% employer match about $197,763 at 4% or $131,842 at 6%.
Sharon Stein PC. Defined Benefit Pension Plan-2$31,642$31,642$15,821iApproximate average salary by contribution assumption: employee only about $395,525 at 4% or $263,683 at 6%; with 50% employer match about $263,683 at 4% or $175,789 at 6%; with 100% employer match about $197,763 at 4% or $131,842 at 6%.
Sharon Stein PC. | EIN 13-3929993 | 2011 Form 5500 Company Profile