Civic Intelligence

Shaw Perelson May & Lambert LL

Plan context: Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust

EIN 14-1782939 • Poughkeepsie, NY • 28 filings • 8 plans

21 Van Wagner RdPoughkeepsie, NY 12603-1815
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$4,532,585

2024 Contributions

$205,087

Historical Graphs

Total Assets Over Time

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

$4,532,585$2,266,293$0200420152024YearValue
$4,532,585Latest year 2024

Participants Over Time

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

26130200420152024YearValue
24Latest 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
2024124$4,532,585$205,087$8,545iApproximate average salary by contribution assumption: employee only about $213,632 at 4% or $142,422 at 6%; with 50% employer match about $142,422 at 4% or $94,948 at 6%; with 100% employer match about $106,816 at 4% or $71,211 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-24$4,532,585$205,087$8,545iApproximate average salary by contribution assumption: employee only about $213,632 at 4% or $142,422 at 6%; with 50% employer match about $142,422 at 4% or $94,948 at 6%; with 100% employer match about $106,816 at 4% or $71,211 at 6%.
2023123$3,865,158$189,457$8,237iApproximate average salary by contribution assumption: employee only about $205,932 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-23$3,865,158$189,457$8,237iApproximate average salary by contribution assumption: employee only about $205,932 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
2022125$3,209,908$225,351$9,014iApproximate average salary by contribution assumption: employee only about $225,351 at 4% or $150,234 at 6%; with 50% employer match about $150,234 at 4% or $100,156 at 6%; with 100% employer match about $112,676 at 4% or $75,117 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-25$3,209,908$225,351$9,014iApproximate average salary by contribution assumption: employee only about $225,351 at 4% or $150,234 at 6%; with 50% employer match about $150,234 at 4% or $100,156 at 6%; with 100% employer match about $112,676 at 4% or $75,117 at 6%.
2021124$3,816,718$240,414$10,017iApproximate average salary by contribution assumption: employee only about $250,431 at 4% or $166,954 at 6%; with 50% employer match about $166,954 at 4% or $111,303 at 6%; with 100% employer match about $125,216 at 4% or $83,477 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-24$3,816,718$240,414$10,017iApproximate average salary by contribution assumption: employee only about $250,431 at 4% or $166,954 at 6%; with 50% employer match about $166,954 at 4% or $111,303 at 6%; with 100% employer match about $125,216 at 4% or $83,477 at 6%.
2020126$3,306,096$192,538$7,405iApproximate average salary by contribution assumption: employee only about $185,133 at 4% or $123,422 at 6%; with 50% employer match about $123,422 at 4% or $82,281 at 6%; with 100% employer match about $92,566 at 4% or $61,711 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-26$3,306,096$192,538$7,405iApproximate average salary by contribution assumption: employee only about $185,133 at 4% or $123,422 at 6%; with 50% employer match about $123,422 at 4% or $82,281 at 6%; with 100% employer match about $92,566 at 4% or $61,711 at 6%.
2019125$2,618,604$183,428$7,337iApproximate average salary by contribution assumption: employee only about $183,428 at 4% or $122,285 at 6%; with 50% employer match about $122,285 at 4% or $81,524 at 6%; with 100% employer match about $91,714 at 4% or $61,143 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-25$2,618,604$183,428$7,337iApproximate average salary by contribution assumption: employee only about $183,428 at 4% or $122,285 at 6%; with 50% employer match about $122,285 at 4% or $81,524 at 6%; with 100% employer match about $91,714 at 4% or $61,143 at 6%.
2018126$2,202,782$137,189$5,277iApproximate average salary by contribution assumption: employee only about $131,913 at 4% or $87,942 at 6%; with 50% employer match about $87,942 at 4% or $58,628 at 6%; with 100% employer match about $65,956 at 4% or $43,971 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-26$2,202,782$137,189$5,277iApproximate average salary by contribution assumption: employee only about $131,913 at 4% or $87,942 at 6%; with 50% employer match about $87,942 at 4% or $58,628 at 6%; with 100% employer match about $65,956 at 4% or $43,971 at 6%.
2017126$2,180,014$272,526$10,482iApproximate average salary by contribution assumption: employee only about $262,044 at 4% or $174,696 at 6%; with 50% employer match about $174,696 at 4% or $116,464 at 6%; with 100% employer match about $131,022 at 4% or $87,348 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-26$2,180,014$272,526$10,482iApproximate average salary by contribution assumption: employee only about $262,044 at 4% or $174,696 at 6%; with 50% employer match about $174,696 at 4% or $116,464 at 6%; with 100% employer match about $131,022 at 4% or $87,348 at 6%.
2016122$1,652,356$181,835$8,265iApproximate average salary by contribution assumption: employee only about $206,631 at 4% or $137,754 at 6%; with 50% employer match about $137,754 at 4% or $91,836 at 6%; with 100% employer match about $103,315 at 4% or $68,877 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-22$1,652,356$181,835$8,265iApproximate average salary by contribution assumption: employee only about $206,631 at 4% or $137,754 at 6%; with 50% employer match about $137,754 at 4% or $91,836 at 6%; with 100% employer match about $103,315 at 4% or $68,877 at 6%.
2015122$1,384,035$149,759$6,807iApproximate average salary by contribution assumption: employee only about $170,181 at 4% or $113,454 at 6%; with 50% employer match about $113,454 at 4% or $75,636 at 6%; with 100% employer match about $85,090 at 4% or $56,727 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-22$1,384,035$149,759$6,807iApproximate average salary by contribution assumption: employee only about $170,181 at 4% or $113,454 at 6%; with 50% employer match about $113,454 at 4% or $75,636 at 6%; with 100% employer match about $85,090 at 4% or $56,727 at 6%.
2014123$1,254,772$272,672$11,855iApproximate average salary by contribution assumption: employee only about $296,383 at 4% or $197,588 at 6%; with 50% employer match about $197,588 at 4% or $131,726 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-23$1,254,772$272,672$11,855iApproximate average salary by contribution assumption: employee only about $296,383 at 4% or $197,588 at 6%; with 50% employer match about $197,588 at 4% or $131,726 at 6%; with 100% employer match about $148,191 at 4% or $98,794 at 6%.
2013221$1,047,130$157,849$7,517iApproximate average salary by contribution assumption: employee only about $187,915 at 4% or $125,277 at 6%; with 50% employer match about $125,277 at 4% or $83,518 at 6%; with 100% employer match about $93,958 at 4% or $62,638 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-21$911,721$157,849$7,517iApproximate average salary by contribution assumption: employee only about $187,915 at 4% or $125,277 at 6%; with 50% employer match about $125,277 at 4% or $83,518 at 6%; with 100% employer match about $93,958 at 4% or $62,638 at 6%.
Shaw Perelson May Lambert-7$135,409$0-
2012224$854,498$125,799$5,242iApproximate average salary by contribution assumption: employee only about $131,041 at 4% or $87,360 at 6%; with 50% employer match about $87,360 at 4% or $58,240 at 6%; with 100% employer match about $65,520 at 4% or $43,680 at 6%.
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-24$718,346$125,799$5,242iApproximate average salary by contribution assumption: employee only about $131,041 at 4% or $87,360 at 6%; with 50% employer match about $87,360 at 4% or $58,240 at 6%; with 100% employer match about $65,520 at 4% or $43,680 at 6%.
Shaw Perelson May Lambert-8$136,152$0-
2011219$661,882$124,594$6,558iApproximate average salary by contribution assumption: employee only about $163,939 at 4% or $109,293 at 6%; with 50% employer match about $109,293 at 4% or $72,862 at 6%; with 100% employer match about $81,970 at 4% or $54,646 at 6%.
Shaw Perelson May Lambert-19$529,687$124,594$6,558iApproximate average salary by contribution assumption: employee only about $163,939 at 4% or $109,293 at 6%; with 50% employer match about $109,293 at 4% or $72,862 at 6%; with 100% employer match about $81,970 at 4% or $54,646 at 6%.
Shaw Perelson May Lambert-8$132,195$0-
2010218$570,509$158,124$8,785iApproximate average salary by contribution assumption: employee only about $219,617 at 4% or $146,411 at 6%; with 50% employer match about $146,411 at 4% or $97,607 at 6%; with 100% employer match about $109,808 at 4% or $73,206 at 6%.
Shaw Perelson May Lambert-18$413,869$158,124$8,785iApproximate average salary by contribution assumption: employee only about $219,617 at 4% or $146,411 at 6%; with 50% employer match about $146,411 at 4% or $97,607 at 6%; with 100% employer match about $109,808 at 4% or $73,206 at 6%.
Shaw Perelson May Lambert-10$156,640$0-
2009216$374,812$89,706$5,607iApproximate average salary by contribution assumption: employee only about $140,166 at 4% or $93,444 at 6%; with 50% employer match about $93,444 at 4% or $62,296 at 6%; with 100% employer match about $70,083 at 4% or $46,722 at 6%.
Shaw Perelson May Lambert-16$213,663$89,706$5,607iApproximate average salary by contribution assumption: employee only about $140,166 at 4% or $93,444 at 6%; with 50% employer match about $93,444 at 4% or $62,296 at 6%; with 100% employer match about $70,083 at 4% or $46,722 at 6%.
Shaw Perelson May Lambert-10$161,149$0-
2008212$88,300$52,071$4,339iApproximate average salary by contribution assumption: employee only about $108,481 at 4% or $72,321 at 6%; with 50% employer match about $72,321 at 4% or $48,214 at 6%; with 100% employer match about $54,241 at 4% or $36,160 at 6%.
Shaw Perelson May Lambert-10$88,300$52,071$5,207iApproximate average salary by contribution assumption: employee only about $130,178 at 4% or $86,785 at 6%; with 50% employer match about $86,785 at 4% or $57,857 at 6%; with 100% employer match about $65,089 at 4% or $43,393 at 6%.
Shaw Perelson May Lambert-12---
2007214$0$0-
Shaw Perelson May & Lambert LL 401(K) Profit Sharing Plan & Trust-12---
Shaw Perelson May Lambert-14---
2006115$305,929$57,079$3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%.
Shaw Perelson May Lambert-15$305,929$57,079$3,805iApproximate average salary by contribution assumption: employee only about $95,132 at 4% or $63,421 at 6%; with 50% employer match about $63,421 at 4% or $42,281 at 6%; with 100% employer match about $47,566 at 4% or $31,711 at 6%.
200510$245,593$56,340-
Shaw Perelson May Lambert-0$245,593$56,340-
2004110$191,178$52,616$5,262iApproximate average salary by contribution assumption: employee only about $131,540 at 4% or $87,693 at 6%; with 50% employer match about $87,693 at 4% or $58,462 at 6%; with 100% employer match about $65,770 at 4% or $43,847 at 6%.
Shaw Perelson May Lambert-10$191,178$52,616$5,262iApproximate average salary by contribution assumption: employee only about $131,540 at 4% or $87,693 at 6%; with 50% employer match about $87,693 at 4% or $58,462 at 6%; with 100% employer match about $65,770 at 4% or $43,847 at 6%.