Civic Intelligence

Szerlip & Co. Inc.

Plan context: Szerlip & Co. Inc. 401K Retirement Plan

EIN 22-1526973 • Millburn, NJ • 22 filings • 2 plans

288 Main St.Millburn, NJ 07041
Current Snapshot

Latest Year

2020

2020 Participants

25

2020 Assets

$4,042,937

2020 Contributions

$167,646

Historical Graphs

Total Assets Over Time

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

$4,042,937$2,021,469$0199920102019YearValue
$4,042,937Latest year 2019

Participants Over Time

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

30150199920092019YearValue
25Latest year 2019

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
202010$0$0-
Szerlip & Co. Inc. 401K Retirement Plan-0$0$0-
2019125$4,042,937$167,646$6,706iApproximate average salary by contribution assumption: employee only about $167,646 at 4% or $111,764 at 6%; with 50% employer match about $111,764 at 4% or $74,509 at 6%; with 100% employer match about $83,823 at 4% or $55,882 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-25$4,042,937$167,646$6,706iApproximate average salary by contribution assumption: employee only about $167,646 at 4% or $111,764 at 6%; with 50% employer match about $111,764 at 4% or $74,509 at 6%; with 100% employer match about $83,823 at 4% or $55,882 at 6%.
2018125$3,187,100$157,802$6,312iApproximate average salary by contribution assumption: employee only about $157,802 at 4% or $105,201 at 6%; with 50% employer match about $105,201 at 4% or $70,134 at 6%; with 100% employer match about $78,901 at 4% or $52,601 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-25$3,187,100$157,802$6,312iApproximate average salary by contribution assumption: employee only about $157,802 at 4% or $105,201 at 6%; with 50% employer match about $105,201 at 4% or $70,134 at 6%; with 100% employer match about $78,901 at 4% or $52,601 at 6%.
2017125$3,268,050$161,496$6,460iApproximate average salary by contribution assumption: employee only about $161,496 at 4% or $107,664 at 6%; with 50% employer match about $107,664 at 4% or $71,776 at 6%; with 100% employer match about $80,748 at 4% or $53,832 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-25$3,268,050$161,496$6,460iApproximate average salary by contribution assumption: employee only about $161,496 at 4% or $107,664 at 6%; with 50% employer match about $107,664 at 4% or $71,776 at 6%; with 100% employer match about $80,748 at 4% or $53,832 at 6%.
2016125$2,778,253$156,903$6,276iApproximate average salary by contribution assumption: employee only about $156,903 at 4% or $104,602 at 6%; with 50% employer match about $104,602 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-25$2,778,253$156,903$6,276iApproximate average salary by contribution assumption: employee only about $156,903 at 4% or $104,602 at 6%; with 50% employer match about $104,602 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
2015127$2,534,599$335,624$12,431iApproximate average salary by contribution assumption: employee only about $310,763 at 4% or $207,175 at 6%; with 50% employer match about $207,175 at 4% or $138,117 at 6%; with 100% employer match about $155,381 at 4% or $103,588 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-27$2,534,599$335,624$12,431iApproximate average salary by contribution assumption: employee only about $310,763 at 4% or $207,175 at 6%; with 50% employer match about $207,175 at 4% or $138,117 at 6%; with 100% employer match about $155,381 at 4% or $103,588 at 6%.
2014125$2,258,411$146,416$5,857iApproximate average salary by contribution assumption: employee only about $146,416 at 4% or $97,611 at 6%; with 50% employer match about $97,611 at 4% or $65,074 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-25$2,258,411$146,416$5,857iApproximate average salary by contribution assumption: employee only about $146,416 at 4% or $97,611 at 6%; with 50% employer match about $97,611 at 4% or $65,074 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%.
2013127$2,071,547$133,462$4,943iApproximate average salary by contribution assumption: employee only about $123,576 at 4% or $82,384 at 6%; with 50% employer match about $82,384 at 4% or $54,923 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-27$2,071,547$133,462$4,943iApproximate average salary by contribution assumption: employee only about $123,576 at 4% or $82,384 at 6%; with 50% employer match about $82,384 at 4% or $54,923 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
2012123$1,801,256$138,340$6,015iApproximate average salary by contribution assumption: employee only about $150,370 at 4% or $100,246 at 6%; with 50% employer match about $100,246 at 4% or $66,831 at 6%; with 100% employer match about $75,185 at 4% or $50,123 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-23$1,801,256$138,340$6,015iApproximate average salary by contribution assumption: employee only about $150,370 at 4% or $100,246 at 6%; with 50% employer match about $100,246 at 4% or $66,831 at 6%; with 100% employer match about $75,185 at 4% or $50,123 at 6%.
2011128$2,412,653$147,140$5,255iApproximate average salary by contribution assumption: employee only about $131,375 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,688 at 4% or $43,792 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-28$2,412,653$147,140$5,255iApproximate average salary by contribution assumption: employee only about $131,375 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,688 at 4% or $43,792 at 6%.
2010128$2,319,333$151,425$5,408iApproximate average salary by contribution assumption: employee only about $135,201 at 4% or $90,134 at 6%; with 50% employer match about $90,134 at 4% or $60,089 at 6%; with 100% employer match about $67,600 at 4% or $45,067 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-28$2,319,333$151,425$5,408iApproximate average salary by contribution assumption: employee only about $135,201 at 4% or $90,134 at 6%; with 50% employer match about $90,134 at 4% or $60,089 at 6%; with 100% employer match about $67,600 at 4% or $45,067 at 6%.
2009130$2,155,767$159,922$5,331iApproximate average salary by contribution assumption: employee only about $133,268 at 4% or $88,846 at 6%; with 50% employer match about $88,846 at 4% or $59,230 at 6%; with 100% employer match about $66,634 at 4% or $44,423 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-30$2,155,767$159,922$5,331iApproximate average salary by contribution assumption: employee only about $133,268 at 4% or $88,846 at 6%; with 50% employer match about $88,846 at 4% or $59,230 at 6%; with 100% employer match about $66,634 at 4% or $44,423 at 6%.
2008118$1,743,832$141,050$7,836iApproximate average salary by contribution assumption: employee only about $195,903 at 4% or $130,602 at 6%; with 50% employer match about $130,602 at 4% or $87,068 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-18$1,743,832$141,050$7,836iApproximate average salary by contribution assumption: employee only about $195,903 at 4% or $130,602 at 6%; with 50% employer match about $130,602 at 4% or $87,068 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
2007118$2,202,421$136,607$7,589iApproximate average salary by contribution assumption: employee only about $189,732 at 4% or $126,488 at 6%; with 50% employer match about $126,488 at 4% or $84,325 at 6%; with 100% employer match about $94,866 at 4% or $63,244 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-18$2,202,421$136,607$7,589iApproximate average salary by contribution assumption: employee only about $189,732 at 4% or $126,488 at 6%; with 50% employer match about $126,488 at 4% or $84,325 at 6%; with 100% employer match about $94,866 at 4% or $63,244 at 6%.
2006123$1,947,399$113,096$4,917iApproximate average salary by contribution assumption: employee only about $122,930 at 4% or $81,954 at 6%; with 50% employer match about $81,954 at 4% or $54,636 at 6%; with 100% employer match about $61,465 at 4% or $40,977 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-23$1,947,399$113,096$4,917iApproximate average salary by contribution assumption: employee only about $122,930 at 4% or $81,954 at 6%; with 50% employer match about $81,954 at 4% or $54,636 at 6%; with 100% employer match about $61,465 at 4% or $40,977 at 6%.
2005116$1,619,357$135,705$8,482iApproximate average salary by contribution assumption: employee only about $212,039 at 4% or $141,359 at 6%; with 50% employer match about $141,359 at 4% or $94,240 at 6%; with 100% employer match about $106,020 at 4% or $70,680 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-16$1,619,357$135,705$8,482iApproximate average salary by contribution assumption: employee only about $212,039 at 4% or $141,359 at 6%; with 50% employer match about $141,359 at 4% or $94,240 at 6%; with 100% employer match about $106,020 at 4% or $70,680 at 6%.
2004117$1,391,799$140,674$8,275iApproximate average salary by contribution assumption: employee only about $206,874 at 4% or $137,916 at 6%; with 50% employer match about $137,916 at 4% or $91,944 at 6%; with 100% employer match about $103,437 at 4% or $68,958 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-17$1,391,799$140,674$8,275iApproximate average salary by contribution assumption: employee only about $206,874 at 4% or $137,916 at 6%; with 50% employer match about $137,916 at 4% or $91,944 at 6%; with 100% employer match about $103,437 at 4% or $68,958 at 6%.
2003126$1,265,939$109,260$4,202iApproximate average salary by contribution assumption: employee only about $105,058 at 4% or $70,038 at 6%; with 50% employer match about $70,038 at 4% or $46,692 at 6%; with 100% employer match about $52,529 at 4% or $35,019 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-26$1,265,939$109,260$4,202iApproximate average salary by contribution assumption: employee only about $105,058 at 4% or $70,038 at 6%; with 50% employer match about $70,038 at 4% or $46,692 at 6%; with 100% employer match about $52,529 at 4% or $35,019 at 6%.
2002119$1,030,139$103,184$5,431iApproximate average salary by contribution assumption: employee only about $135,768 at 4% or $90,512 at 6%; with 50% employer match about $90,512 at 4% or $60,342 at 6%; with 100% employer match about $67,884 at 4% or $45,256 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-19$1,030,139$103,184$5,431iApproximate average salary by contribution assumption: employee only about $135,768 at 4% or $90,512 at 6%; with 50% employer match about $90,512 at 4% or $60,342 at 6%; with 100% employer match about $67,884 at 4% or $45,256 at 6%.
2001120$0$0-
Szerlip & Co. Inc. 401K Retirement Plan-20---
2000124$1,281,203$88,541$3,689iApproximate average salary by contribution assumption: employee only about $92,230 at 4% or $61,487 at 6%; with 50% employer match about $61,487 at 4% or $40,991 at 6%; with 100% employer match about $46,115 at 4% or $30,743 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-24$1,281,203$88,541$3,689iApproximate average salary by contribution assumption: employee only about $92,230 at 4% or $61,487 at 6%; with 50% employer match about $61,487 at 4% or $40,991 at 6%; with 100% employer match about $46,115 at 4% or $30,743 at 6%.
1999123$1,318,123$90,834$3,949iApproximate average salary by contribution assumption: employee only about $98,733 at 4% or $65,822 at 6%; with 50% employer match about $65,822 at 4% or $43,881 at 6%; with 100% employer match about $49,366 at 4% or $32,911 at 6%.
Szerlip & Co. Inc. 401K Retirement Plan-23$1,318,123$90,834$3,949iApproximate average salary by contribution assumption: employee only about $98,733 at 4% or $65,822 at 6%; with 50% employer match about $65,822 at 4% or $43,881 at 6%; with 100% employer match about $49,366 at 4% or $32,911 at 6%.