Jeffrey Sugar, MD
Plan context: Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust
EIN 13-4036330 • White Plains, NY • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$6,108,297
2024 Contributions
$146,743
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $6,108,297 | $146,743 | $24,457iApproximate average salary by contribution assumption: employee only about $611,429 at 4% or $407,619 at 6%; with 50% employer match about $407,619 at 4% or $271,746 at 6%; with 100% employer match about $305,715 at 4% or $203,810 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $6,108,297 | $146,743 | $24,457iApproximate average salary by contribution assumption: employee only about $611,429 at 4% or $407,619 at 6%; with 50% employer match about $407,619 at 4% or $271,746 at 6%; with 100% employer match about $305,715 at 4% or $203,810 at 6%. |
| 2023 | 1 | 6 | $5,465,170 | $143,857 | $23,976iApproximate average salary by contribution assumption: employee only about $599,404 at 4% or $399,603 at 6%; with 50% employer match about $399,603 at 4% or $266,402 at 6%; with 100% employer match about $299,702 at 4% or $199,801 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $5,465,170 | $143,857 | $23,976iApproximate average salary by contribution assumption: employee only about $599,404 at 4% or $399,603 at 6%; with 50% employer match about $399,603 at 4% or $266,402 at 6%; with 100% employer match about $299,702 at 4% or $199,801 at 6%. |
| 2022 | 1 | 6 | $3,927,488 | $139,412 | $23,235iApproximate average salary by contribution assumption: employee only about $580,883 at 4% or $387,256 at 6%; with 50% employer match about $387,256 at 4% or $258,170 at 6%; with 100% employer match about $290,442 at 4% or $193,628 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $3,927,488 | $139,412 | $23,235iApproximate average salary by contribution assumption: employee only about $580,883 at 4% or $387,256 at 6%; with 50% employer match about $387,256 at 4% or $258,170 at 6%; with 100% employer match about $290,442 at 4% or $193,628 at 6%. |
| 2021 | 1 | 6 | $4,822,261 | $134,702 | $22,450iApproximate average salary by contribution assumption: employee only about $561,258 at 4% or $374,172 at 6%; with 50% employer match about $374,172 at 4% or $249,448 at 6%; with 100% employer match about $280,629 at 4% or $187,086 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $4,822,261 | $134,702 | $22,450iApproximate average salary by contribution assumption: employee only about $561,258 at 4% or $374,172 at 6%; with 50% employer match about $374,172 at 4% or $249,448 at 6%; with 100% employer match about $280,629 at 4% or $187,086 at 6%. |
| 2020 | 1 | 6 | $3,614,830 | $133,174 | $22,196iApproximate average salary by contribution assumption: employee only about $554,892 at 4% or $369,928 at 6%; with 50% employer match about $369,928 at 4% or $246,619 at 6%; with 100% employer match about $277,446 at 4% or $184,964 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $3,614,830 | $133,174 | $22,196iApproximate average salary by contribution assumption: employee only about $554,892 at 4% or $369,928 at 6%; with 50% employer match about $369,928 at 4% or $246,619 at 6%; with 100% employer match about $277,446 at 4% or $184,964 at 6%. |
| 2019 | 1 | 6 | $2,676,632 | $131,670 | $21,945iApproximate average salary by contribution assumption: employee only about $548,625 at 4% or $365,750 at 6%; with 50% employer match about $365,750 at 4% or $243,833 at 6%; with 100% employer match about $274,313 at 4% or $182,875 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $2,676,632 | $131,670 | $21,945iApproximate average salary by contribution assumption: employee only about $548,625 at 4% or $365,750 at 6%; with 50% employer match about $365,750 at 4% or $243,833 at 6%; with 100% employer match about $274,313 at 4% or $182,875 at 6%. |
| 2018 | 1 | 6 | $1,890,563 | $128,188 | $21,365iApproximate average salary by contribution assumption: employee only about $534,117 at 4% or $356,078 at 6%; with 50% employer match about $356,078 at 4% or $237,385 at 6%; with 100% employer match about $267,058 at 4% or $178,039 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,890,563 | $128,188 | $21,365iApproximate average salary by contribution assumption: employee only about $534,117 at 4% or $356,078 at 6%; with 50% employer match about $356,078 at 4% or $237,385 at 6%; with 100% employer match about $267,058 at 4% or $178,039 at 6%. |
| 2017 | 1 | 6 | $1,958,630 | $120,794 | $20,132iApproximate average salary by contribution assumption: employee only about $503,308 at 4% or $335,539 at 6%; with 50% employer match about $335,539 at 4% or $223,693 at 6%; with 100% employer match about $251,654 at 4% or $167,769 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,958,630 | $120,794 | $20,132iApproximate average salary by contribution assumption: employee only about $503,308 at 4% or $335,539 at 6%; with 50% employer match about $335,539 at 4% or $223,693 at 6%; with 100% employer match about $251,654 at 4% or $167,769 at 6%. |
| 2016 | 1 | 6 | $1,458,772 | $111,610 | $18,602iApproximate average salary by contribution assumption: employee only about $465,042 at 4% or $310,028 at 6%; with 50% employer match about $310,028 at 4% or $206,685 at 6%; with 100% employer match about $232,521 at 4% or $155,014 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,458,772 | $111,610 | $18,602iApproximate average salary by contribution assumption: employee only about $465,042 at 4% or $310,028 at 6%; with 50% employer match about $310,028 at 4% or $206,685 at 6%; with 100% employer match about $232,521 at 4% or $155,014 at 6%. |
| 2015 | 1 | 6 | $1,293,383 | $103,501 | $17,250iApproximate average salary by contribution assumption: employee only about $431,254 at 4% or $287,503 at 6%; with 50% employer match about $287,503 at 4% or $191,669 at 6%; with 100% employer match about $215,627 at 4% or $143,751 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,293,383 | $103,501 | $17,250iApproximate average salary by contribution assumption: employee only about $431,254 at 4% or $287,503 at 6%; with 50% employer match about $287,503 at 4% or $191,669 at 6%; with 100% employer match about $215,627 at 4% or $143,751 at 6%. |
| 2014 | 1 | 6 | $1,347,787 | $94,861 | $15,810iApproximate average salary by contribution assumption: employee only about $395,254 at 4% or $263,503 at 6%; with 50% employer match about $263,503 at 4% or $175,669 at 6%; with 100% employer match about $197,627 at 4% or $131,751 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,347,787 | $94,861 | $15,810iApproximate average salary by contribution assumption: employee only about $395,254 at 4% or $263,503 at 6%; with 50% employer match about $263,503 at 4% or $175,669 at 6%; with 100% employer match about $197,627 at 4% or $131,751 at 6%. |
| 2013 | 1 | 6 | $1,195,393 | $89,598 | $14,933iApproximate average salary by contribution assumption: employee only about $373,325 at 4% or $248,883 at 6%; with 50% employer match about $248,883 at 4% or $165,922 at 6%; with 100% employer match about $186,663 at 4% or $124,442 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $1,195,393 | $89,598 | $14,933iApproximate average salary by contribution assumption: employee only about $373,325 at 4% or $248,883 at 6%; with 50% employer match about $248,883 at 4% or $165,922 at 6%; with 100% employer match about $186,663 at 4% or $124,442 at 6%. |
| 2012 | 1 | 6 | $942,338 | $75,675 | $12,613iApproximate average salary by contribution assumption: employee only about $315,313 at 4% or $210,208 at 6%; with 50% employer match about $210,208 at 4% or $140,139 at 6%; with 100% employer match about $157,656 at 4% or $105,104 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 6 | $942,338 | $75,675 | $12,613iApproximate average salary by contribution assumption: employee only about $315,313 at 4% or $210,208 at 6%; with 50% employer match about $210,208 at 4% or $140,139 at 6%; with 100% employer match about $157,656 at 4% or $105,104 at 6%. |
| 2011 | 1 | 5 | $833,969 | $56,282 | $11,256iApproximate average salary by contribution assumption: employee only about $281,410 at 4% or $187,607 at 6%; with 50% employer match about $187,607 at 4% or $125,071 at 6%; with 100% employer match about $140,705 at 4% or $93,803 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | $833,969 | $56,282 | $11,256iApproximate average salary by contribution assumption: employee only about $281,410 at 4% or $187,607 at 6%; with 50% employer match about $187,607 at 4% or $125,071 at 6%; with 100% employer match about $140,705 at 4% or $93,803 at 6%. |
| 2010 | 1 | 5 | $865,245 | $130,408 | $26,082iApproximate average salary by contribution assumption: employee only about $652,040 at 4% or $434,693 at 6%; with 50% employer match about $434,693 at 4% or $289,796 at 6%; with 100% employer match about $326,020 at 4% or $217,347 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | $865,245 | $130,408 | $26,082iApproximate average salary by contribution assumption: employee only about $652,040 at 4% or $434,693 at 6%; with 50% employer match about $434,693 at 4% or $289,796 at 6%; with 100% employer match about $326,020 at 4% or $217,347 at 6%. |
| 2009 | 1 | 5 | $672,528 | $130,160 | $26,032iApproximate average salary by contribution assumption: employee only about $650,800 at 4% or $433,867 at 6%; with 50% employer match about $433,867 at 4% or $289,244 at 6%; with 100% employer match about $325,400 at 4% or $216,933 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | $672,528 | $130,160 | $26,032iApproximate average salary by contribution assumption: employee only about $650,800 at 4% or $433,867 at 6%; with 50% employer match about $433,867 at 4% or $289,244 at 6%; with 100% employer match about $325,400 at 4% or $216,933 at 6%. |
| 2008 | 1 | 5 | $388,014 | $62,031 | $12,406iApproximate average salary by contribution assumption: employee only about $310,155 at 4% or $206,770 at 6%; with 50% employer match about $206,770 at 4% or $137,847 at 6%; with 100% employer match about $155,078 at 4% or $103,385 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | $388,014 | $62,031 | $12,406iApproximate average salary by contribution assumption: employee only about $310,155 at 4% or $206,770 at 6%; with 50% employer match about $206,770 at 4% or $137,847 at 6%; with 100% employer match about $155,078 at 4% or $103,385 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $457,051 | $57,352 | $11,470iApproximate average salary by contribution assumption: employee only about $286,760 at 4% or $191,173 at 6%; with 50% employer match about $191,173 at 4% or $127,449 at 6%; with 100% employer match about $143,380 at 4% or $95,587 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 5 | $457,051 | $57,352 | $11,470iApproximate average salary by contribution assumption: employee only about $286,760 at 4% or $191,173 at 6%; with 50% employer match about $191,173 at 4% or $127,449 at 6%; with 100% employer match about $143,380 at 4% or $95,587 at 6%. |
| 2005 | 1 | 4 | $345,983 | $52,774 | $13,194iApproximate average salary by contribution assumption: employee only about $329,838 at 4% or $219,892 at 6%; with 50% employer match about $219,892 at 4% or $146,594 at 6%; with 100% employer match about $164,919 at 4% or $109,946 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 4 | $345,983 | $52,774 | $13,194iApproximate average salary by contribution assumption: employee only about $329,838 at 4% or $219,892 at 6%; with 50% employer match about $219,892 at 4% or $146,594 at 6%; with 100% employer match about $164,919 at 4% or $109,946 at 6%. |
| 2004 | 1 | 4 | $255,838 | $50,358 | $12,590iApproximate average salary by contribution assumption: employee only about $314,738 at 4% or $209,825 at 6%; with 50% employer match about $209,825 at 4% or $139,883 at 6%; with 100% employer match about $157,369 at 4% or $104,913 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 4 | $255,838 | $50,358 | $12,590iApproximate average salary by contribution assumption: employee only about $314,738 at 4% or $209,825 at 6%; with 50% employer match about $209,825 at 4% or $139,883 at 6%; with 100% employer match about $157,369 at 4% or $104,913 at 6%. |
| 2003 | 1 | 4 | $198,072 | $47,891 | $11,973iApproximate average salary by contribution assumption: employee only about $299,319 at 4% or $199,546 at 6%; with 50% employer match about $199,546 at 4% or $133,031 at 6%; with 100% employer match about $149,659 at 4% or $99,773 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 4 | $198,072 | $47,891 | $11,973iApproximate average salary by contribution assumption: employee only about $299,319 at 4% or $199,546 at 6%; with 50% employer match about $199,546 at 4% or $133,031 at 6%; with 100% employer match about $149,659 at 4% or $99,773 at 6%. |
| 2002 | 1 | 3 | $117,579 | $46,488 | $15,496iApproximate average salary by contribution assumption: employee only about $387,400 at 4% or $258,267 at 6%; with 50% employer match about $258,267 at 4% or $172,178 at 6%; with 100% employer match about $193,700 at 4% or $129,133 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 3 | $117,579 | $46,488 | $15,496iApproximate average salary by contribution assumption: employee only about $387,400 at 4% or $258,267 at 6%; with 50% employer match about $258,267 at 4% or $172,178 at 6%; with 100% employer match about $193,700 at 4% or $129,133 at 6%. |
| 2001 | 1 | 3 | $87,986 | $38,621 | $12,874iApproximate average salary by contribution assumption: employee only about $321,842 at 4% or $214,561 at 6%; with 50% employer match about $214,561 at 4% or $143,041 at 6%; with 100% employer match about $160,921 at 4% or $107,281 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 3 | $87,986 | $38,621 | $12,874iApproximate average salary by contribution assumption: employee only about $321,842 at 4% or $214,561 at 6%; with 50% employer match about $214,561 at 4% or $143,041 at 6%; with 100% employer match about $160,921 at 4% or $107,281 at 6%. |
| 2000 | 1 | 3 | $65,794 | $38,476 | $12,825iApproximate average salary by contribution assumption: employee only about $320,633 at 4% or $213,756 at 6%; with 50% employer match about $213,756 at 4% or $142,504 at 6%; with 100% employer match about $160,317 at 4% or $106,878 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 3 | $65,794 | $38,476 | $12,825iApproximate average salary by contribution assumption: employee only about $320,633 at 4% or $213,756 at 6%; with 50% employer match about $213,756 at 4% or $142,504 at 6%; with 100% employer match about $160,317 at 4% or $106,878 at 6%. |
| 1999 | 1 | 2 | $34,733 | $34,733 | $17,367iApproximate average salary by contribution assumption: employee only about $434,163 at 4% or $289,442 at 6%; with 50% employer match about $289,442 at 4% or $192,961 at 6%; with 100% employer match about $217,081 at 4% or $144,721 at 6%. |
| Jeffrey Sugar, MD 401K Profit Sharing Plan and Trust | - | 2 | $34,733 | $34,733 | $17,367iApproximate average salary by contribution assumption: employee only about $434,163 at 4% or $289,442 at 6%; with 50% employer match about $289,442 at 4% or $192,961 at 6%; with 100% employer match about $217,081 at 4% or $144,721 at 6%. |