Civic Intelligence

Sard Verbinnen & Co. LLC

Plan context: Sard Verbinnen & Co. LLC 401(K) Plan

EIN 13-4115411 • New York, NY • 27 filings • 5 plans

630 3rd Ave9th FloorNew York, NY 10017-6705
Current Snapshot

Latest Year

2023

2023 Participants

210

2023 Assets

$60,156,300

2023 Contributions

$189,694

Historical Graphs

Total Assets Over Time

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

$70,412,763$35,206,382$0200720152022YearValue
$60,156,300Latest year 2022

Participants Over Time

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

2101050200120142022YearValue
210Latest year 2022

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
202310$0$189,694-
Sard Verbinnen & Co. LLC 401(K) Plan-0-$189,694-
20222210$60,156,300$4,984,439$23,735iApproximate average salary by contribution assumption: employee only about $593,386 at 4% or $395,590 at 6%; with 50% employer match about $395,590 at 4% or $263,727 at 6%; with 100% employer match about $296,693 at 4% or $197,795 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-210$60,156,300$4,984,439$23,735iApproximate average salary by contribution assumption: employee only about $593,386 at 4% or $395,590 at 6%; with 50% employer match about $395,590 at 4% or $263,727 at 6%; with 100% employer match about $296,693 at 4% or $197,795 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-0---
20212184$70,412,763$5,619,389$30,540iApproximate average salary by contribution assumption: employee only about $763,504 at 4% or $509,003 at 6%; with 50% employer match about $509,003 at 4% or $339,335 at 6%; with 100% employer match about $381,752 at 4% or $254,501 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-158$70,412,763$5,619,389$35,566iApproximate average salary by contribution assumption: employee only about $889,144 at 4% or $592,763 at 6%; with 50% employer match about $592,763 at 4% or $395,175 at 6%; with 100% employer match about $444,572 at 4% or $296,381 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-184---
20202200$56,644,941$4,020,439$20,102iApproximate average salary by contribution assumption: employee only about $502,555 at 4% or $335,037 at 6%; with 50% employer match about $335,037 at 4% or $223,358 at 6%; with 100% employer match about $251,277 at 4% or $167,518 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-178$56,644,941$4,020,439$22,587iApproximate average salary by contribution assumption: employee only about $564,668 at 4% or $376,446 at 6%; with 50% employer match about $376,446 at 4% or $250,964 at 6%; with 100% employer match about $282,334 at 4% or $188,223 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-200---
20192175$46,139,639$3,275,691$18,718iApproximate average salary by contribution assumption: employee only about $467,956 at 4% or $311,971 at 6%; with 50% employer match about $311,971 at 4% or $207,980 at 6%; with 100% employer match about $233,978 at 4% or $155,985 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-157$46,139,639$3,275,691$20,864iApproximate average salary by contribution assumption: employee only about $521,607 at 4% or $347,738 at 6%; with 50% employer match about $347,738 at 4% or $231,825 at 6%; with 100% employer match about $260,803 at 4% or $173,869 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-175---
20182168$34,642,675$3,045,688$18,129iApproximate average salary by contribution assumption: employee only about $453,227 at 4% or $302,152 at 6%; with 50% employer match about $302,152 at 4% or $201,434 at 6%; with 100% employer match about $226,614 at 4% or $151,076 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-149$34,642,675$3,045,688$20,441iApproximate average salary by contribution assumption: employee only about $511,021 at 4% or $340,681 at 6%; with 50% employer match about $340,681 at 4% or $227,121 at 6%; with 100% employer match about $255,511 at 4% or $170,340 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-168---
20172170$34,808,799$2,540,049$14,941iApproximate average salary by contribution assumption: employee only about $373,537 at 4% or $249,024 at 6%; with 50% employer match about $249,024 at 4% or $166,016 at 6%; with 100% employer match about $186,768 at 4% or $124,512 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-133$34,808,799$2,540,049$19,098iApproximate average salary by contribution assumption: employee only about $477,453 at 4% or $318,302 at 6%; with 50% employer match about $318,302 at 4% or $212,201 at 6%; with 100% employer match about $238,726 at 4% or $159,151 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-170---
20162136$30,478,039$2,186,547$16,078iApproximate average salary by contribution assumption: employee only about $401,939 at 4% or $267,959 at 6%; with 50% employer match about $267,959 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,980 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-121$30,478,039$2,186,547$18,071iApproximate average salary by contribution assumption: employee only about $451,766 at 4% or $301,177 at 6%; with 50% employer match about $301,177 at 4% or $200,785 at 6%; with 100% employer match about $225,883 at 4% or $150,589 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-136---
20152131$29,037,528$2,626,080$20,046iApproximate average salary by contribution assumption: employee only about $501,160 at 4% or $334,107 at 6%; with 50% employer match about $334,107 at 4% or $222,738 at 6%; with 100% employer match about $250,580 at 4% or $167,053 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-121$29,037,528$2,626,080$21,703iApproximate average salary by contribution assumption: employee only about $542,579 at 4% or $361,719 at 6%; with 50% employer match about $361,719 at 4% or $241,146 at 6%; with 100% employer match about $271,289 at 4% or $180,860 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-131---
20142110$26,546,636$1,856,860$16,881iApproximate average salary by contribution assumption: employee only about $422,014 at 4% or $281,342 at 6%; with 50% employer match about $281,342 at 4% or $187,562 at 6%; with 100% employer match about $211,007 at 4% or $140,671 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-102$26,546,636$1,856,860$18,205iApproximate average salary by contribution assumption: employee only about $455,113 at 4% or $303,408 at 6%; with 50% employer match about $303,408 at 4% or $202,272 at 6%; with 100% employer match about $227,556 at 4% or $151,704 at 6%.
Sard Verbinnen & Co. LLC Employee Benefits Plan-110---
2013195$23,821,259$1,810,484$19,058iApproximate average salary by contribution assumption: employee only about $476,443 at 4% or $317,629 at 6%; with 50% employer match about $317,629 at 4% or $211,753 at 6%; with 100% employer match about $238,222 at 4% or $158,814 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-95$23,821,259$1,810,484$19,058iApproximate average salary by contribution assumption: employee only about $476,443 at 4% or $317,629 at 6%; with 50% employer match about $317,629 at 4% or $211,753 at 6%; with 100% employer match about $238,222 at 4% or $158,814 at 6%.
2012187$18,047,205$1,508,499$17,339iApproximate average salary by contribution assumption: employee only about $433,477 at 4% or $288,984 at 6%; with 50% employer match about $288,984 at 4% or $192,656 at 6%; with 100% employer match about $216,738 at 4% or $144,492 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-87$18,047,205$1,508,499$17,339iApproximate average salary by contribution assumption: employee only about $433,477 at 4% or $288,984 at 6%; with 50% employer match about $288,984 at 4% or $192,656 at 6%; with 100% employer match about $216,738 at 4% or $144,492 at 6%.
2011182$15,119,855$1,520,903$18,548iApproximate average salary by contribution assumption: employee only about $463,690 at 4% or $309,127 at 6%; with 50% employer match about $309,127 at 4% or $206,084 at 6%; with 100% employer match about $231,845 at 4% or $154,563 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-82$15,119,855$1,520,903$18,548iApproximate average salary by contribution assumption: employee only about $463,690 at 4% or $309,127 at 6%; with 50% employer match about $309,127 at 4% or $206,084 at 6%; with 100% employer match about $231,845 at 4% or $154,563 at 6%.
2010177$14,568,175$1,256,024$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-77$14,568,175$1,256,024$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
2009173$11,928,626$1,252,246$17,154iApproximate average salary by contribution assumption: employee only about $428,851 at 4% or $285,901 at 6%; with 50% employer match about $285,901 at 4% or $190,601 at 6%; with 100% employer match about $214,426 at 4% or $142,950 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-73$11,928,626$1,252,246$17,154iApproximate average salary by contribution assumption: employee only about $428,851 at 4% or $285,901 at 6%; with 50% employer match about $285,901 at 4% or $190,601 at 6%; with 100% employer match about $214,426 at 4% or $142,950 at 6%.
2008182$8,214,570$1,066,965$13,012iApproximate average salary by contribution assumption: employee only about $325,294 at 4% or $216,863 at 6%; with 50% employer match about $216,863 at 4% or $144,575 at 6%; with 100% employer match about $162,647 at 4% or $108,431 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-82$8,214,570$1,066,965$13,012iApproximate average salary by contribution assumption: employee only about $325,294 at 4% or $216,863 at 6%; with 50% employer match about $216,863 at 4% or $144,575 at 6%; with 100% employer match about $162,647 at 4% or $108,431 at 6%.
2007169$11,661,724$1,019,648$14,778iApproximate average salary by contribution assumption: employee only about $369,438 at 4% or $246,292 at 6%; with 50% employer match about $246,292 at 4% or $164,195 at 6%; with 100% employer match about $184,719 at 4% or $123,146 at 6%.
Sard Verbinnen & Co. LLC 401(K) Plan-69$11,661,724$1,019,648$14,778iApproximate average salary by contribution assumption: employee only about $369,438 at 4% or $246,292 at 6%; with 50% employer match about $246,292 at 4% or $164,195 at 6%; with 100% employer match about $184,719 at 4% or $123,146 at 6%.
2001133$0$0-
CITIGATE SARD VERBINNEN 401K PROFIT SHARING PLAN-33---