Civic Intelligence

Sobel & Co. LLC

Plan context: Sobel & Co. LLC Retirement Plan

EIN 22-1430039 • Livingston, NJ • 25 filings • 4 plans

293 Eisenhower Parkway, Ste 290Livingston, NJ 07039
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$5,846,537

2024 Contributions

$168,548

Historical Graphs

Total Assets Over Time

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

$26,238,650$13,119,325$0200320142024YearValue
$5,846,537Latest year 2024

Participants Over Time

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

197990200220142024YearValue
55Latest 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
2024155$5,846,537$168,548$3,065iApproximate average salary by contribution assumption: employee only about $76,613 at 4% or $51,075 at 6%; with 50% employer match about $51,075 at 4% or $34,050 at 6%; with 100% employer match about $38,306 at 4% or $25,538 at 6%.
Sobel & Co. LLC Retirement Plan-55$5,846,537$168,548$3,065iApproximate average salary by contribution assumption: employee only about $76,613 at 4% or $51,075 at 6%; with 50% employer match about $51,075 at 4% or $34,050 at 6%; with 100% employer match about $38,306 at 4% or $25,538 at 6%.
2023118$9,051,252$356,890$19,827iApproximate average salary by contribution assumption: employee only about $495,681 at 4% or $330,454 at 6%; with 50% employer match about $330,454 at 4% or $220,302 at 6%; with 100% employer match about $247,840 at 4% or $165,227 at 6%.
Sobel & Co. LLC Retirement Plan-18$9,051,252$356,890$19,827iApproximate average salary by contribution assumption: employee only about $495,681 at 4% or $330,454 at 6%; with 50% employer match about $330,454 at 4% or $220,302 at 6%; with 100% employer match about $247,840 at 4% or $165,227 at 6%.
20222197$23,546,989$3,032,651$15,394iApproximate average salary by contribution assumption: employee only about $384,854 at 4% or $256,569 at 6%; with 50% employer match about $256,569 at 4% or $171,046 at 6%; with 100% employer match about $192,427 at 4% or $128,285 at 6%.
Sobel & Co. LLC Retirement Plan-197$23,546,989$3,032,651$15,394iApproximate average salary by contribution assumption: employee only about $384,854 at 4% or $256,569 at 6%; with 50% employer match about $256,569 at 4% or $171,046 at 6%; with 100% employer match about $192,427 at 4% or $128,285 at 6%.
SOBEL & CO., LLC WELFARE BENEFIT PLAN-117---
20212175$26,238,650$2,262,073$12,926iApproximate average salary by contribution assumption: employee only about $323,153 at 4% or $215,436 at 6%; with 50% employer match about $215,436 at 4% or $143,624 at 6%; with 100% employer match about $161,577 at 4% or $107,718 at 6%.
Sobel & Co. LLC Retirement Plan-175$26,238,650$2,262,073$12,926iApproximate average salary by contribution assumption: employee only about $323,153 at 4% or $215,436 at 6%; with 50% employer match about $215,436 at 4% or $143,624 at 6%; with 100% employer match about $161,577 at 4% or $107,718 at 6%.
SOBEL & CO., LLC WELFARE BENEFIT PLAN-110---
20202162$22,621,646$2,052,237$12,668iApproximate average salary by contribution assumption: employee only about $316,703 at 4% or $211,135 at 6%; with 50% employer match about $211,135 at 4% or $140,757 at 6%; with 100% employer match about $158,352 at 4% or $105,568 at 6%.
Sobel & Co. LLC Retirement Plan-162$22,621,646$2,052,237$12,668iApproximate average salary by contribution assumption: employee only about $316,703 at 4% or $211,135 at 6%; with 50% employer match about $211,135 at 4% or $140,757 at 6%; with 100% employer match about $158,352 at 4% or $105,568 at 6%.
SOBEL & CO., LLC WELFARE BENEFIT PLAN-115---
20191155$18,628,172$1,728,507$11,152iApproximate average salary by contribution assumption: employee only about $278,791 at 4% or $185,861 at 6%; with 50% employer match about $185,861 at 4% or $123,907 at 6%; with 100% employer match about $139,396 at 4% or $92,930 at 6%.
Sobel & Co. LLC Retirement Plan-155$18,628,172$1,728,507$11,152iApproximate average salary by contribution assumption: employee only about $278,791 at 4% or $185,861 at 6%; with 50% employer match about $185,861 at 4% or $123,907 at 6%; with 100% employer match about $139,396 at 4% or $92,930 at 6%.
20181119$14,349,345$1,243,996$10,454iApproximate average salary by contribution assumption: employee only about $261,344 at 4% or $174,229 at 6%; with 50% employer match about $174,229 at 4% or $116,153 at 6%; with 100% employer match about $130,672 at 4% or $87,115 at 6%.
Sobel & Co. LLC Retirement Plan-119$14,349,345$1,243,996$10,454iApproximate average salary by contribution assumption: employee only about $261,344 at 4% or $174,229 at 6%; with 50% employer match about $174,229 at 4% or $116,153 at 6%; with 100% employer match about $130,672 at 4% or $87,115 at 6%.
20171111$15,015,473$1,309,263$11,795iApproximate average salary by contribution assumption: employee only about $294,879 at 4% or $196,586 at 6%; with 50% employer match about $196,586 at 4% or $131,057 at 6%; with 100% employer match about $147,440 at 4% or $98,293 at 6%.
Sobel & Co. LLC Retirement Plan-111$15,015,473$1,309,263$11,795iApproximate average salary by contribution assumption: employee only about $294,879 at 4% or $196,586 at 6%; with 50% employer match about $196,586 at 4% or $131,057 at 6%; with 100% employer match about $147,440 at 4% or $98,293 at 6%.
20161111$12,615,358$1,147,130$10,335iApproximate average salary by contribution assumption: employee only about $258,363 at 4% or $172,242 at 6%; with 50% employer match about $172,242 at 4% or $114,828 at 6%; with 100% employer match about $129,181 at 4% or $86,121 at 6%.
Sobel & Co. LLC Retirement Plan-111$12,615,358$1,147,130$10,335iApproximate average salary by contribution assumption: employee only about $258,363 at 4% or $172,242 at 6%; with 50% employer match about $172,242 at 4% or $114,828 at 6%; with 100% employer match about $129,181 at 4% or $86,121 at 6%.
20151104$10,787,701$1,039,102$9,991iApproximate average salary by contribution assumption: employee only about $249,784 at 4% or $166,523 at 6%; with 50% employer match about $166,523 at 4% or $111,015 at 6%; with 100% employer match about $124,892 at 4% or $83,261 at 6%.
Sobel & Co. LLC Retirement Plan-104$10,787,701$1,039,102$9,991iApproximate average salary by contribution assumption: employee only about $249,784 at 4% or $166,523 at 6%; with 50% employer match about $166,523 at 4% or $111,015 at 6%; with 100% employer match about $124,892 at 4% or $83,261 at 6%.
2014199$10,177,622$968,919$9,787iApproximate average salary by contribution assumption: employee only about $244,677 at 4% or $163,118 at 6%; with 50% employer match about $163,118 at 4% or $108,745 at 6%; with 100% employer match about $122,338 at 4% or $81,559 at 6%.
Sobel & Co. LLC Retirement Plan-99$10,177,622$968,919$9,787iApproximate average salary by contribution assumption: employee only about $244,677 at 4% or $163,118 at 6%; with 50% employer match about $163,118 at 4% or $108,745 at 6%; with 100% employer match about $122,338 at 4% or $81,559 at 6%.
2013199$8,974,899$972,565$9,824iApproximate average salary by contribution assumption: employee only about $245,597 at 4% or $163,731 at 6%; with 50% employer match about $163,731 at 4% or $109,154 at 6%; with 100% employer match about $122,799 at 4% or $81,866 at 6%.
Sobel & Co. LLC Retirement Plan-99$8,974,899$972,565$9,824iApproximate average salary by contribution assumption: employee only about $245,597 at 4% or $163,731 at 6%; with 50% employer match about $163,731 at 4% or $109,154 at 6%; with 100% employer match about $122,799 at 4% or $81,866 at 6%.
2012184$7,061,356$1,060,232$12,622iApproximate average salary by contribution assumption: employee only about $315,545 at 4% or $210,363 at 6%; with 50% employer match about $210,363 at 4% or $140,242 at 6%; with 100% employer match about $157,773 at 4% or $105,182 at 6%.
Sobel & Co. LLC Retirement Plan-84$7,061,356$1,060,232$12,622iApproximate average salary by contribution assumption: employee only about $315,545 at 4% or $210,363 at 6%; with 50% employer match about $210,363 at 4% or $140,242 at 6%; with 100% employer match about $157,773 at 4% or $105,182 at 6%.
20111114$6,088,891$940,237$8,248iApproximate average salary by contribution assumption: employee only about $206,192 at 4% or $137,462 at 6%; with 50% employer match about $137,462 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%.
Sobel & Co. LLC Retirement Plan-114$6,088,891$940,237$8,248iApproximate average salary by contribution assumption: employee only about $206,192 at 4% or $137,462 at 6%; with 50% employer match about $137,462 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%.
2010196$5,610,710$693,409$7,223iApproximate average salary by contribution assumption: employee only about $180,575 at 4% or $120,384 at 6%; with 50% employer match about $120,384 at 4% or $80,256 at 6%; with 100% employer match about $90,288 at 4% or $60,192 at 6%.
Sobel & Co. LLC Retirement Plan-96$5,610,710$693,409$7,223iApproximate average salary by contribution assumption: employee only about $180,575 at 4% or $120,384 at 6%; with 50% employer match about $120,384 at 4% or $80,256 at 6%; with 100% employer match about $90,288 at 4% or $60,192 at 6%.
2009184$4,527,569$630,653$7,508iApproximate average salary by contribution assumption: employee only about $187,694 at 4% or $125,130 at 6%; with 50% employer match about $125,130 at 4% or $83,420 at 6%; with 100% employer match about $93,847 at 4% or $62,565 at 6%.
Sobel & Co. LLC Retirement Plan-84$4,527,569$630,653$7,508iApproximate average salary by contribution assumption: employee only about $187,694 at 4% or $125,130 at 6%; with 50% employer match about $125,130 at 4% or $83,420 at 6%; with 100% employer match about $93,847 at 4% or $62,565 at 6%.
2007167$4,082,130$701,865$10,476iApproximate average salary by contribution assumption: employee only about $261,890 at 4% or $174,593 at 6%; with 50% employer match about $174,593 at 4% or $116,396 at 6%; with 100% employer match about $130,945 at 4% or $87,297 at 6%.
Sobel & Co. LLC Retirement Plan-67$4,082,130$701,865$10,476iApproximate average salary by contribution assumption: employee only about $261,890 at 4% or $174,593 at 6%; with 50% employer match about $174,593 at 4% or $116,396 at 6%; with 100% employer match about $130,945 at 4% or $87,297 at 6%.
2006159$3,289,375$446,557$7,569iApproximate average salary by contribution assumption: employee only about $189,219 at 4% or $126,146 at 6%; with 50% employer match about $126,146 at 4% or $84,097 at 6%; with 100% employer match about $94,610 at 4% or $63,073 at 6%.
Sobel & Co. LLC Retirement Plan-59$3,289,375$446,557$7,569iApproximate average salary by contribution assumption: employee only about $189,219 at 4% or $126,146 at 6%; with 50% employer match about $126,146 at 4% or $84,097 at 6%; with 100% employer match about $94,610 at 4% or $63,073 at 6%.
2005144$2,443,949$379,983$8,636iApproximate average salary by contribution assumption: employee only about $215,899 at 4% or $143,933 at 6%; with 50% employer match about $143,933 at 4% or $95,955 at 6%; with 100% employer match about $107,950 at 4% or $71,966 at 6%.
Sobel & Co. LLC Retirement Plan-44$2,443,949$379,983$8,636iApproximate average salary by contribution assumption: employee only about $215,899 at 4% or $143,933 at 6%; with 50% employer match about $143,933 at 4% or $95,955 at 6%; with 100% employer match about $107,950 at 4% or $71,966 at 6%.
2004147$1,975,359$351,986$7,489iApproximate average salary by contribution assumption: employee only about $187,227 at 4% or $124,818 at 6%; with 50% employer match about $124,818 at 4% or $83,212 at 6%; with 100% employer match about $93,613 at 4% or $62,409 at 6%.
Sobel & Co. LLC Retirement Plan-47$1,975,359$351,986$7,489iApproximate average salary by contribution assumption: employee only about $187,227 at 4% or $124,818 at 6%; with 50% employer match about $124,818 at 4% or $83,212 at 6%; with 100% employer match about $93,613 at 4% or $62,409 at 6%.
2003143$1,542,883$213,531$4,966iApproximate average salary by contribution assumption: employee only about $124,146 at 4% or $82,764 at 6%; with 50% employer match about $82,764 at 4% or $55,176 at 6%; with 100% employer match about $62,073 at 4% or $41,382 at 6%.
Sobel & Co. LLC Retirement Plan-43$1,542,883$213,531$4,966iApproximate average salary by contribution assumption: employee only about $124,146 at 4% or $82,764 at 6%; with 50% employer match about $82,764 at 4% or $55,176 at 6%; with 100% employer match about $62,073 at 4% or $41,382 at 6%.
2002146$0$0-
Sobel & Co. LLC Retirement Plan-46---