Civic Intelligence

Underberg & Kessler LLP

Plan context: Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan

EIN 16-0869081 • Rochester, NY • 27 filings • 2 plans

300 Bausch And Lomb PlaceRochester, NY 14604
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$17,438,323

2024 Contributions

$66,232

Historical Graphs

Total Assets Over Time

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

$18,348,456$9,174,228$0199920112023YearValue
$17,438,323Latest year 2023

Participants Over Time

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

91460199920112023YearValue
74Latest year 2023

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
202410$0$66,232-
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-0$0$66,232-
2023174$17,438,323$917,073$12,393iApproximate average salary by contribution assumption: employee only about $309,822 at 4% or $206,548 at 6%; with 50% employer match about $206,548 at 4% or $137,699 at 6%; with 100% employer match about $154,911 at 4% or $103,274 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-74$17,438,323$917,073$12,393iApproximate average salary by contribution assumption: employee only about $309,822 at 4% or $206,548 at 6%; with 50% employer match about $206,548 at 4% or $137,699 at 6%; with 100% employer match about $154,911 at 4% or $103,274 at 6%.
2022166$15,737,704$917,494$13,901iApproximate average salary by contribution assumption: employee only about $347,536 at 4% or $231,690 at 6%; with 50% employer match about $231,690 at 4% or $154,460 at 6%; with 100% employer match about $173,768 at 4% or $115,845 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-66$15,737,704$917,494$13,901iApproximate average salary by contribution assumption: employee only about $347,536 at 4% or $231,690 at 6%; with 50% employer match about $231,690 at 4% or $154,460 at 6%; with 100% employer match about $173,768 at 4% or $115,845 at 6%.
2021166$18,348,456$1,050,472$15,916iApproximate average salary by contribution assumption: employee only about $397,906 at 4% or $265,271 at 6%; with 50% employer match about $265,271 at 4% or $176,847 at 6%; with 100% employer match about $198,953 at 4% or $132,635 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-66$18,348,456$1,050,472$15,916iApproximate average salary by contribution assumption: employee only about $397,906 at 4% or $265,271 at 6%; with 50% employer match about $265,271 at 4% or $176,847 at 6%; with 100% employer match about $198,953 at 4% or $132,635 at 6%.
2020168$15,559,349$692,372$10,182iApproximate average salary by contribution assumption: employee only about $254,549 at 4% or $169,699 at 6%; with 50% employer match about $169,699 at 4% or $113,133 at 6%; with 100% employer match about $127,274 at 4% or $84,850 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-68$15,559,349$692,372$10,182iApproximate average salary by contribution assumption: employee only about $254,549 at 4% or $169,699 at 6%; with 50% employer match about $169,699 at 4% or $113,133 at 6%; with 100% employer match about $127,274 at 4% or $84,850 at 6%.
2019183$14,840,143$899,035$10,832iApproximate average salary by contribution assumption: employee only about $270,794 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,265 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-83$14,840,143$899,035$10,832iApproximate average salary by contribution assumption: employee only about $270,794 at 4% or $180,529 at 6%; with 50% employer match about $180,529 at 4% or $120,353 at 6%; with 100% employer match about $135,397 at 4% or $90,265 at 6%.
2018186$13,690,861$836,821$9,730iApproximate average salary by contribution assumption: employee only about $243,262 at 4% or $162,175 at 6%; with 50% employer match about $162,175 at 4% or $108,116 at 6%; with 100% employer match about $121,631 at 4% or $81,087 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-86$13,690,861$836,821$9,730iApproximate average salary by contribution assumption: employee only about $243,262 at 4% or $162,175 at 6%; with 50% employer match about $162,175 at 4% or $108,116 at 6%; with 100% employer match about $121,631 at 4% or $81,087 at 6%.
2017184$15,204,323$1,198,836$14,272iApproximate average salary by contribution assumption: employee only about $356,796 at 4% or $237,864 at 6%; with 50% employer match about $237,864 at 4% or $158,576 at 6%; with 100% employer match about $178,398 at 4% or $118,932 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-84$15,204,323$1,198,836$14,272iApproximate average salary by contribution assumption: employee only about $356,796 at 4% or $237,864 at 6%; with 50% employer match about $237,864 at 4% or $158,576 at 6%; with 100% employer match about $178,398 at 4% or $118,932 at 6%.
2016173$12,255,014$754,069$10,330iApproximate average salary by contribution assumption: employee only about $258,243 at 4% or $172,162 at 6%; with 50% employer match about $172,162 at 4% or $114,775 at 6%; with 100% employer match about $129,121 at 4% or $86,081 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-73$12,255,014$754,069$10,330iApproximate average salary by contribution assumption: employee only about $258,243 at 4% or $172,162 at 6%; with 50% employer match about $172,162 at 4% or $114,775 at 6%; with 100% employer match about $129,121 at 4% or $86,081 at 6%.
2015190$11,262,080$813,393$9,038iApproximate average salary by contribution assumption: employee only about $225,943 at 4% or $150,628 at 6%; with 50% employer match about $150,628 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-90$11,262,080$813,393$9,038iApproximate average salary by contribution assumption: employee only about $225,943 at 4% or $150,628 at 6%; with 50% employer match about $150,628 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%.
2014191$11,218,129$793,281$8,717iApproximate average salary by contribution assumption: employee only about $217,934 at 4% or $145,290 at 6%; with 50% employer match about $145,290 at 4% or $96,860 at 6%; with 100% employer match about $108,967 at 4% or $72,645 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-91$11,218,129$793,281$8,717iApproximate average salary by contribution assumption: employee only about $217,934 at 4% or $145,290 at 6%; with 50% employer match about $145,290 at 4% or $96,860 at 6%; with 100% employer match about $108,967 at 4% or $72,645 at 6%.
2013188$9,975,072$722,255$8,207iApproximate average salary by contribution assumption: employee only about $205,186 at 4% or $136,791 at 6%; with 50% employer match about $136,791 at 4% or $91,194 at 6%; with 100% employer match about $102,593 at 4% or $68,395 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-88$9,975,072$722,255$8,207iApproximate average salary by contribution assumption: employee only about $205,186 at 4% or $136,791 at 6%; with 50% employer match about $136,791 at 4% or $91,194 at 6%; with 100% employer match about $102,593 at 4% or $68,395 at 6%.
2012190$9,163,567$704,220$7,825iApproximate average salary by contribution assumption: employee only about $195,617 at 4% or $130,411 at 6%; with 50% employer match about $130,411 at 4% or $86,941 at 6%; with 100% employer match about $97,808 at 4% or $65,206 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-90$9,163,567$704,220$7,825iApproximate average salary by contribution assumption: employee only about $195,617 at 4% or $130,411 at 6%; with 50% employer match about $130,411 at 4% or $86,941 at 6%; with 100% employer match about $97,808 at 4% or $65,206 at 6%.
2011189$7,607,457$709,308$7,970iApproximate average salary by contribution assumption: employee only about $199,244 at 4% or $132,829 at 6%; with 50% employer match about $132,829 at 4% or $88,553 at 6%; with 100% employer match about $99,622 at 4% or $66,415 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-89$7,607,457$709,308$7,970iApproximate average salary by contribution assumption: employee only about $199,244 at 4% or $132,829 at 6%; with 50% employer match about $132,829 at 4% or $88,553 at 6%; with 100% employer match about $99,622 at 4% or $66,415 at 6%.
2010184$8,197,798$628,120$7,478iApproximate average salary by contribution assumption: employee only about $186,940 at 4% or $124,627 at 6%; with 50% employer match about $124,627 at 4% or $83,085 at 6%; with 100% employer match about $93,470 at 4% or $62,313 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-84$8,197,798$628,120$7,478iApproximate average salary by contribution assumption: employee only about $186,940 at 4% or $124,627 at 6%; with 50% employer match about $124,627 at 4% or $83,085 at 6%; with 100% employer match about $93,470 at 4% or $62,313 at 6%.
2009164$7,611,457$590,572$9,228iApproximate average salary by contribution assumption: employee only about $230,692 at 4% or $153,795 at 6%; with 50% employer match about $153,795 at 4% or $102,530 at 6%; with 100% employer match about $115,346 at 4% or $76,897 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-64$7,611,457$590,572$9,228iApproximate average salary by contribution assumption: employee only about $230,692 at 4% or $153,795 at 6%; with 50% employer match about $153,795 at 4% or $102,530 at 6%; with 100% employer match about $115,346 at 4% or $76,897 at 6%.
2008187$6,860,721$757,108$8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-87$6,860,721$757,108$8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
2007170$8,570,186$691,478$9,878iApproximate average salary by contribution assumption: employee only about $246,956 at 4% or $164,638 at 6%; with 50% employer match about $164,638 at 4% or $109,758 at 6%; with 100% employer match about $123,478 at 4% or $82,319 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-70$8,570,186$691,478$9,878iApproximate average salary by contribution assumption: employee only about $246,956 at 4% or $164,638 at 6%; with 50% employer match about $164,638 at 4% or $109,758 at 6%; with 100% employer match about $123,478 at 4% or $82,319 at 6%.
2006164$8,701,466$630,145$9,846iApproximate average salary by contribution assumption: employee only about $246,150 at 4% or $164,100 at 6%; with 50% employer match about $164,100 at 4% or $109,400 at 6%; with 100% employer match about $123,075 at 4% or $82,050 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-64$8,701,466$630,145$9,846iApproximate average salary by contribution assumption: employee only about $246,150 at 4% or $164,100 at 6%; with 50% employer match about $164,100 at 4% or $109,400 at 6%; with 100% employer match about $123,075 at 4% or $82,050 at 6%.
2005168$8,135,271$696,005$10,235iApproximate average salary by contribution assumption: employee only about $255,884 at 4% or $170,589 at 6%; with 50% employer match about $170,589 at 4% or $113,726 at 6%; with 100% employer match about $127,942 at 4% or $85,295 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-68$8,135,271$696,005$10,235iApproximate average salary by contribution assumption: employee only about $255,884 at 4% or $170,589 at 6%; with 50% employer match about $170,589 at 4% or $113,726 at 6%; with 100% employer match about $127,942 at 4% or $85,295 at 6%.
2004166$7,067,472$613,254$9,292iApproximate average salary by contribution assumption: employee only about $232,293 at 4% or $154,862 at 6%; with 50% employer match about $154,862 at 4% or $103,241 at 6%; with 100% employer match about $116,147 at 4% or $77,431 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-66$7,067,472$613,254$9,292iApproximate average salary by contribution assumption: employee only about $232,293 at 4% or $154,862 at 6%; with 50% employer match about $154,862 at 4% or $103,241 at 6%; with 100% employer match about $116,147 at 4% or $77,431 at 6%.
2003171$6,750,632$634,739$8,940iApproximate average salary by contribution assumption: employee only about $223,500 at 4% or $149,000 at 6%; with 50% employer match about $149,000 at 4% or $99,333 at 6%; with 100% employer match about $111,750 at 4% or $74,500 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-71$6,750,632$634,739$8,940iApproximate average salary by contribution assumption: employee only about $223,500 at 4% or $149,000 at 6%; with 50% employer match about $149,000 at 4% or $99,333 at 6%; with 100% employer match about $111,750 at 4% or $74,500 at 6%.
2002171$5,920,737$557,022$7,845iApproximate average salary by contribution assumption: employee only about $196,135 at 4% or $130,756 at 6%; with 50% employer match about $130,756 at 4% or $87,171 at 6%; with 100% employer match about $98,067 at 4% or $65,378 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-71$5,920,737$557,022$7,845iApproximate average salary by contribution assumption: employee only about $196,135 at 4% or $130,756 at 6%; with 50% employer match about $130,756 at 4% or $87,171 at 6%; with 100% employer match about $98,067 at 4% or $65,378 at 6%.
2001168$7,039,338$535,925$7,881iApproximate average salary by contribution assumption: employee only about $197,031 at 4% or $131,354 at 6%; with 50% employer match about $131,354 at 4% or $87,569 at 6%; with 100% employer match about $98,516 at 4% or $65,677 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-68$7,039,338$535,925$7,881iApproximate average salary by contribution assumption: employee only about $197,031 at 4% or $131,354 at 6%; with 50% employer match about $131,354 at 4% or $87,569 at 6%; with 100% employer match about $98,516 at 4% or $65,677 at 6%.
2000273$7,579,969$722,533$9,898iApproximate average salary by contribution assumption: employee only about $247,443 at 4% or $164,962 at 6%; with 50% employer match about $164,962 at 4% or $109,975 at 6%; with 100% employer match about $123,721 at 4% or $82,481 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-73$7,579,969$620,092$8,494iApproximate average salary by contribution assumption: employee only about $212,360 at 4% or $141,574 at 6%; with 50% employer match about $141,574 at 4% or $94,382 at 6%; with 100% employer match about $106,180 at 4% or $70,787 at 6%.
UNDERBERG & KESSLER LLP CAFETERIA PLAN-72-$102,441$1,423iApproximate average salary by contribution assumption: employee only about $35,570 at 4% or $23,713 at 6%; with 50% employer match about $23,713 at 4% or $15,809 at 6%; with 100% employer match about $17,785 at 4% or $11,857 at 6%.
1999163$9,229,568$480,998$7,635iApproximate average salary by contribution assumption: employee only about $190,872 at 4% or $127,248 at 6%; with 50% employer match about $127,248 at 4% or $84,832 at 6%; with 100% employer match about $95,436 at 4% or $63,624 at 6%.
Underberg & Kessler LLP Salary Reduction Profit-Sharing Plan-63$9,229,568$480,998$7,635iApproximate average salary by contribution assumption: employee only about $190,872 at 4% or $127,248 at 6%; with 50% employer match about $127,248 at 4% or $84,832 at 6%; with 100% employer match about $95,436 at 4% or $63,624 at 6%.