Finkelstein, Levine, Gittelsohn & P
Plan context: Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust
EIN 14-1618161 • Newburgh, NY • 48 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
331
2024 Assets
$43,071,704
2024 Contributions
$2,591,193
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 | 2 | 331 | $43,071,704 | $2,591,193 | $7,828iApproximate average salary by contribution assumption: employee only about $195,709 at 4% or $130,473 at 6%; with 50% employer match about $130,473 at 4% or $86,982 at 6%; with 100% employer match about $97,855 at 4% or $65,236 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 331 | $43,071,704 | $2,591,193 | $7,828iApproximate average salary by contribution assumption: employee only about $195,709 at 4% or $130,473 at 6%; with 50% employer match about $130,473 at 4% or $86,982 at 6%; with 100% employer match about $97,855 at 4% or $65,236 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 269 | - | - | - |
| 2023 | 2 | 279 | $41,382,612 | $2,293,459 | $8,220iApproximate average salary by contribution assumption: employee only about $205,507 at 4% or $137,005 at 6%; with 50% employer match about $137,005 at 4% or $91,336 at 6%; with 100% employer match about $102,754 at 4% or $68,502 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 277 | $41,382,612 | $2,293,459 | $8,280iApproximate average salary by contribution assumption: employee only about $206,991 at 4% or $137,994 at 6%; with 50% employer match about $137,994 at 4% or $91,996 at 6%; with 100% employer match about $103,495 at 4% or $68,997 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 279 | - | - | - |
| 2022 | 2 | 289 | $36,811,318 | $2,288,026 | $7,917iApproximate average salary by contribution assumption: employee only about $197,926 at 4% or $131,951 at 6%; with 50% employer match about $131,951 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 289 | $36,811,318 | $2,288,026 | $7,917iApproximate average salary by contribution assumption: employee only about $197,926 at 4% or $131,951 at 6%; with 50% employer match about $131,951 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 251 | - | - | - |
| 2021 | 2 | 278 | $43,506,730 | $2,249,309 | $8,091iApproximate average salary by contribution assumption: employee only about $202,276 at 4% or $134,851 at 6%; with 50% employer match about $134,851 at 4% or $89,900 at 6%; with 100% employer match about $101,138 at 4% or $67,425 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 278 | $43,506,730 | $2,249,309 | $8,091iApproximate average salary by contribution assumption: employee only about $202,276 at 4% or $134,851 at 6%; with 50% employer match about $134,851 at 4% or $89,900 at 6%; with 100% employer match about $101,138 at 4% or $67,425 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 252 | - | - | - |
| 2020 | 2 | 265 | $38,210,840 | $2,201,208 | $8,306iApproximate average salary by contribution assumption: employee only about $207,661 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,220 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 265 | $38,210,840 | $2,201,208 | $8,306iApproximate average salary by contribution assumption: employee only about $207,661 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,220 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | - | - | - | - |
| 2019 | 2 | 277 | $33,680,315 | $1,908,747 | $6,891iApproximate average salary by contribution assumption: employee only about $172,270 at 4% or $114,846 at 6%; with 50% employer match about $114,846 at 4% or $76,564 at 6%; with 100% employer match about $86,135 at 4% or $57,423 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 277 | $33,680,315 | $1,908,747 | $6,891iApproximate average salary by contribution assumption: employee only about $172,270 at 4% or $114,846 at 6%; with 50% employer match about $114,846 at 4% or $76,564 at 6%; with 100% employer match about $86,135 at 4% or $57,423 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 241 | - | - | - |
| 2018 | 2 | 271 | $27,942,056 | $1,783,718 | $6,582iApproximate average salary by contribution assumption: employee only about $164,550 at 4% or $109,700 at 6%; with 50% employer match about $109,700 at 4% or $73,133 at 6%; with 100% employer match about $82,275 at 4% or $54,850 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 271 | $27,942,056 | $1,783,718 | $6,582iApproximate average salary by contribution assumption: employee only about $164,550 at 4% or $109,700 at 6%; with 50% employer match about $109,700 at 4% or $73,133 at 6%; with 100% employer match about $82,275 at 4% or $54,850 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 155 | - | - | - |
| 2017 | 2 | 256 | $28,720,802 | $1,692,676 | $6,612iApproximate average salary by contribution assumption: employee only about $165,300 at 4% or $110,200 at 6%; with 50% employer match about $110,200 at 4% or $73,467 at 6%; with 100% employer match about $82,650 at 4% or $55,100 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 256 | $28,720,802 | $1,692,676 | $6,612iApproximate average salary by contribution assumption: employee only about $165,300 at 4% or $110,200 at 6%; with 50% employer match about $110,200 at 4% or $73,467 at 6%; with 100% employer match about $82,650 at 4% or $55,100 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 154 | - | - | - |
| 2016 | 2 | 240 | $24,468,582 | $1,779,036 | $7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 240 | $24,468,582 | $1,779,036 | $7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 156 | - | - | - |
| 2015 | 2 | 258 | $22,550,073 | $1,528,399 | $5,924iApproximate average salary by contribution assumption: employee only about $148,101 at 4% or $98,734 at 6%; with 50% employer match about $98,734 at 4% or $65,823 at 6%; with 100% employer match about $74,050 at 4% or $49,367 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 258 | $22,550,073 | $1,528,399 | $5,924iApproximate average salary by contribution assumption: employee only about $148,101 at 4% or $98,734 at 6%; with 50% employer match about $98,734 at 4% or $65,823 at 6%; with 100% employer match about $74,050 at 4% or $49,367 at 6%. |
| Finkelstein & Partners LLC Welfare Benefit Plan | - | 171 | - | - | - |
| 2014 | 1 | 260 | $22,275,566 | $1,475,508 | $5,675iApproximate average salary by contribution assumption: employee only about $141,876 at 4% or $94,584 at 6%; with 50% employer match about $94,584 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 260 | $22,275,566 | $1,475,508 | $5,675iApproximate average salary by contribution assumption: employee only about $141,876 at 4% or $94,584 at 6%; with 50% employer match about $94,584 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%. |
| 2013 | 1 | 265 | $20,396,844 | $1,379,794 | $5,207iApproximate average salary by contribution assumption: employee only about $130,169 at 4% or $86,779 at 6%; with 50% employer match about $86,779 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 265 | $20,396,844 | $1,379,794 | $5,207iApproximate average salary by contribution assumption: employee only about $130,169 at 4% or $86,779 at 6%; with 50% employer match about $86,779 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%. |
| 2012 | 1 | 268 | $16,713,633 | $1,330,894 | $4,966iApproximate average salary by contribution assumption: employee only about $124,151 at 4% or $82,767 at 6%; with 50% employer match about $82,767 at 4% or $55,178 at 6%; with 100% employer match about $62,075 at 4% or $41,384 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 268 | $16,713,633 | $1,330,894 | $4,966iApproximate average salary by contribution assumption: employee only about $124,151 at 4% or $82,767 at 6%; with 50% employer match about $82,767 at 4% or $55,178 at 6%; with 100% employer match about $62,075 at 4% or $41,384 at 6%. |
| 2011 | 1 | 273 | $14,930,882 | $1,272,779 | $4,662iApproximate average salary by contribution assumption: employee only about $116,555 at 4% or $77,703 at 6%; with 50% employer match about $77,703 at 4% or $51,802 at 6%; with 100% employer match about $58,277 at 4% or $38,852 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 273 | $14,930,882 | $1,272,779 | $4,662iApproximate average salary by contribution assumption: employee only about $116,555 at 4% or $77,703 at 6%; with 50% employer match about $77,703 at 4% or $51,802 at 6%; with 100% employer match about $58,277 at 4% or $38,852 at 6%. |
| 2010 | 2 | 293 | $14,461,211 | $1,370,624 | $4,678iApproximate average salary by contribution assumption: employee only about $116,947 at 4% or $77,965 at 6%; with 50% employer match about $77,965 at 4% or $51,977 at 6%; with 100% employer match about $58,474 at 4% or $38,982 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 293 | $14,461,211 | $1,370,624 | $4,678iApproximate average salary by contribution assumption: employee only about $116,947 at 4% or $77,965 at 6%; with 50% employer match about $77,965 at 4% or $51,977 at 6%; with 100% employer match about $58,474 at 4% or $38,982 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 0 | $0 | - | - |
| 2009 | 2 | 303 | $12,335,384 | $1,315,380 | $4,341iApproximate average salary by contribution assumption: employee only about $108,530 at 4% or $72,353 at 6%; with 50% employer match about $72,353 at 4% or $48,235 at 6%; with 100% employer match about $54,265 at 4% or $36,177 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 303 | $12,161,485 | $1,315,380 | $4,341iApproximate average salary by contribution assumption: employee only about $108,530 at 4% or $72,353 at 6%; with 50% employer match about $72,353 at 4% or $48,235 at 6%; with 100% employer match about $54,265 at 4% or $36,177 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 11 | $173,899 | - | - |
| 2008 | 2 | 336 | $9,397,133 | $1,391,557 | $4,142iApproximate average salary by contribution assumption: employee only about $103,538 at 4% or $69,026 at 6%; with 50% employer match about $69,026 at 4% or $46,017 at 6%; with 100% employer match about $51,769 at 4% or $34,513 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 336 | $9,397,133 | $1,391,557 | $4,142iApproximate average salary by contribution assumption: employee only about $103,538 at 4% or $69,026 at 6%; with 50% employer match about $69,026 at 4% or $46,017 at 6%; with 100% employer match about $51,769 at 4% or $34,513 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| 2007 | 2 | 351 | $12,467,095 | $1,379,725 | $3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 351 | $12,467,095 | $1,379,725 | $3,931iApproximate average salary by contribution assumption: employee only about $98,271 at 4% or $65,514 at 6%; with 50% employer match about $65,514 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| 2006 | 2 | 370 | $11,220,203 | $1,512,157 | $4,087iApproximate average salary by contribution assumption: employee only about $102,173 at 4% or $68,115 at 6%; with 50% employer match about $68,115 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,058 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 370 | $11,063,538 | $1,512,157 | $4,087iApproximate average salary by contribution assumption: employee only about $102,173 at 4% or $68,115 at 6%; with 50% employer match about $68,115 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,058 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | $156,665 | - | - |
| 2005 | 2 | 383 | $8,899,212 | $867,587 | $2,265iApproximate average salary by contribution assumption: employee only about $56,631 at 4% or $37,754 at 6%; with 50% employer match about $37,754 at 4% or $25,169 at 6%; with 100% employer match about $28,316 at 4% or $18,877 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 383 | $8,755,147 | $867,587 | $2,265iApproximate average salary by contribution assumption: employee only about $56,631 at 4% or $37,754 at 6%; with 50% employer match about $37,754 at 4% or $25,169 at 6%; with 100% employer match about $28,316 at 4% or $18,877 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | $144,065 | - | - |
| 2004 | 2 | 141 | $11,782,277 | $747,146 | $5,299iApproximate average salary by contribution assumption: employee only about $132,473 at 4% or $88,315 at 6%; with 50% employer match about $88,315 at 4% or $58,877 at 6%; with 100% employer match about $66,236 at 4% or $44,158 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | $6,742,179 | - | - |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 141 | $5,040,098 | $747,146 | $5,299iApproximate average salary by contribution assumption: employee only about $132,473 at 4% or $88,315 at 6%; with 50% employer match about $88,315 at 4% or $58,877 at 6%; with 100% employer match about $66,236 at 4% or $44,158 at 6%. |
| 2003 | 2 | 150 | $4,118,439 | $639,595 | $4,264iApproximate average salary by contribution assumption: employee only about $106,599 at 4% or $71,066 at 6%; with 50% employer match about $71,066 at 4% or $47,377 at 6%; with 100% employer match about $53,300 at 4% or $35,533 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 150 | $4,118,439 | $639,595 | $4,264iApproximate average salary by contribution assumption: employee only about $106,599 at 4% or $71,066 at 6%; with 50% employer match about $71,066 at 4% or $47,377 at 6%; with 100% employer match about $53,300 at 4% or $35,533 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| 2002 | 2 | 140 | $2,862,081 | $634,330 | $4,531iApproximate average salary by contribution assumption: employee only about $113,273 at 4% or $75,515 at 6%; with 50% employer match about $75,515 at 4% or $50,344 at 6%; with 100% employer match about $56,637 at 4% or $37,758 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 140 | $2,862,081 | $634,330 | $4,531iApproximate average salary by contribution assumption: employee only about $113,273 at 4% or $75,515 at 6%; with 50% employer match about $75,515 at 4% or $50,344 at 6%; with 100% employer match about $56,637 at 4% or $37,758 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| 2001 | 2 | 138 | $2,823,587 | $505,246 | $3,661iApproximate average salary by contribution assumption: employee only about $91,530 at 4% or $61,020 at 6%; with 50% employer match about $61,020 at 4% or $40,680 at 6%; with 100% employer match about $45,765 at 4% or $30,510 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 138 | $2,823,587 | $505,246 | $3,661iApproximate average salary by contribution assumption: employee only about $91,530 at 4% or $61,020 at 6%; with 50% employer match about $61,020 at 4% or $40,680 at 6%; with 100% employer match about $45,765 at 4% or $30,510 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| 2000 | 2 | 170 | $0 | $0 | - |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 68 | - | - | - |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 170 | - | - | - |
| 1999 | 2 | 160 | $13,027,441 | $447,688 | $2,798iApproximate average salary by contribution assumption: employee only about $69,951 at 4% or $46,634 at 6%; with 50% employer match about $46,634 at 4% or $31,089 at 6%; with 100% employer match about $34,976 at 4% or $23,317 at 6%. |
| Finkelstein, Levine, Gittelsohn, Tetenbaum LLP 1988 Ps Trust | - | 71 | $10,285,360 | $295 | $4iApproximate average salary by contribution assumption: employee only about $104 at 4% or $69 at 6%; with 50% employer match about $69 at 4% or $46 at 6%; with 100% employer match about $52 at 4% or $35 at 6%. |
| Finkelstein, Levine, Gittelsohn & Partners 401K Plan & Trust | - | 160 | $2,742,081 | $447,393 | $2,796iApproximate average salary by contribution assumption: employee only about $69,905 at 4% or $46,603 at 6%; with 50% employer match about $46,603 at 4% or $31,069 at 6%; with 100% employer match about $34,953 at 4% or $23,302 at 6%. |