Civic Intelligence

Bob Finkelstein & Assoc. Inc.

Plan context: Bob Finkelstein & Assoc. Inc. Retirement Trust

EIN 22-2859683 • Warren, NJ • 26 filings • 4 plans

16 Mt. Bethel Rd. #331Warren, NJ 07059-5604
Current Snapshot

Latest Year

2021

2021 Participants

12

2021 Assets

$2,149,951

2021 Contributions

$38,958

Historical Graphs

Total Assets Over Time

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

$2,149,951$1,074,976$0199920122020YearValue
$2,149,951Latest year 2020

Participants Over Time

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

1470199920102020YearValue
12Latest year 2020

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
202110$0$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-0$0$0-
2020112$2,149,951$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-12$2,149,951$0-
2019112$2,003,752$38,958$3,247iApproximate average salary by contribution assumption: employee only about $81,163 at 4% or $54,108 at 6%; with 50% employer match about $54,108 at 4% or $36,072 at 6%; with 100% employer match about $40,581 at 4% or $27,054 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-12$2,003,752$38,958$3,247iApproximate average salary by contribution assumption: employee only about $81,163 at 4% or $54,108 at 6%; with 50% employer match about $54,108 at 4% or $36,072 at 6%; with 100% employer match about $40,581 at 4% or $27,054 at 6%.
2018113$1,695,028$72,492$5,576iApproximate average salary by contribution assumption: employee only about $139,408 at 4% or $92,938 at 6%; with 50% employer match about $92,938 at 4% or $61,959 at 6%; with 100% employer match about $69,704 at 4% or $46,469 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-13$1,695,028$72,492$5,576iApproximate average salary by contribution assumption: employee only about $139,408 at 4% or $92,938 at 6%; with 50% employer match about $92,938 at 4% or $61,959 at 6%; with 100% employer match about $69,704 at 4% or $46,469 at 6%.
2017111$1,771,901$69,434$6,312iApproximate average salary by contribution assumption: employee only about $157,805 at 4% or $105,203 at 6%; with 50% employer match about $105,203 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,602 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-11$1,771,901$69,434$6,312iApproximate average salary by contribution assumption: employee only about $157,805 at 4% or $105,203 at 6%; with 50% employer match about $105,203 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,602 at 6%.
2016112$1,541,710$67,287$5,607iApproximate average salary by contribution assumption: employee only about $140,181 at 4% or $93,454 at 6%; with 50% employer match about $93,454 at 4% or $62,303 at 6%; with 100% employer match about $70,091 at 4% or $46,727 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-12$1,541,710$67,287$5,607iApproximate average salary by contribution assumption: employee only about $140,181 at 4% or $93,454 at 6%; with 50% employer match about $93,454 at 4% or $62,303 at 6%; with 100% employer match about $70,091 at 4% or $46,727 at 6%.
2015112$1,357,664$73,894$6,158iApproximate average salary by contribution assumption: employee only about $153,946 at 4% or $102,631 at 6%; with 50% employer match about $102,631 at 4% or $68,420 at 6%; with 100% employer match about $76,973 at 4% or $51,315 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-12$1,357,664$73,894$6,158iApproximate average salary by contribution assumption: employee only about $153,946 at 4% or $102,631 at 6%; with 50% employer match about $102,631 at 4% or $68,420 at 6%; with 100% employer match about $76,973 at 4% or $51,315 at 6%.
2014113$1,332,365$77,822$5,986iApproximate average salary by contribution assumption: employee only about $149,658 at 4% or $99,772 at 6%; with 50% employer match about $99,772 at 4% or $66,515 at 6%; with 100% employer match about $74,829 at 4% or $49,886 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-13$1,332,365$77,822$5,986iApproximate average salary by contribution assumption: employee only about $149,658 at 4% or $99,772 at 6%; with 50% employer match about $99,772 at 4% or $66,515 at 6%; with 100% employer match about $74,829 at 4% or $49,886 at 6%.
2013114$1,226,068$73,085$5,220iApproximate average salary by contribution assumption: employee only about $130,509 at 4% or $87,006 at 6%; with 50% employer match about $87,006 at 4% or $58,004 at 6%; with 100% employer match about $65,254 at 4% or $43,503 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-14$1,226,068$73,085$5,220iApproximate average salary by contribution assumption: employee only about $130,509 at 4% or $87,006 at 6%; with 50% employer match about $87,006 at 4% or $58,004 at 6%; with 100% employer match about $65,254 at 4% or $43,503 at 6%.
2012114$1,002,465$79,787$5,699iApproximate average salary by contribution assumption: employee only about $142,477 at 4% or $94,985 at 6%; with 50% employer match about $94,985 at 4% or $63,323 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-14$1,002,465$79,787$5,699iApproximate average salary by contribution assumption: employee only about $142,477 at 4% or $94,985 at 6%; with 50% employer match about $94,985 at 4% or $63,323 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
2011114$764,258$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-14$764,258$0-
2010112$928,402$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-12$928,402$0-
2009113$856,399$6,000$462iApproximate average salary by contribution assumption: employee only about $11,538 at 4% or $7,692 at 6%; with 50% employer match about $7,692 at 4% or $5,128 at 6%; with 100% employer match about $5,769 at 4% or $3,846 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-13$856,399$6,000$462iApproximate average salary by contribution assumption: employee only about $11,538 at 4% or $7,692 at 6%; with 50% employer match about $7,692 at 4% or $5,128 at 6%; with 100% employer match about $5,769 at 4% or $3,846 at 6%.
200819$0$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-9---
200717$0$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-7---
200617$714,799$59,144$8,449iApproximate average salary by contribution assumption: employee only about $211,229 at 4% or $140,819 at 6%; with 50% employer match about $140,819 at 4% or $93,879 at 6%; with 100% employer match about $105,614 at 4% or $70,410 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-7$714,799$59,144$8,449iApproximate average salary by contribution assumption: employee only about $211,229 at 4% or $140,819 at 6%; with 50% employer match about $140,819 at 4% or $93,879 at 6%; with 100% employer match about $105,614 at 4% or $70,410 at 6%.
200515$593,408$50,236$10,047iApproximate average salary by contribution assumption: employee only about $251,180 at 4% or $167,453 at 6%; with 50% employer match about $167,453 at 4% or $111,636 at 6%; with 100% employer match about $125,590 at 4% or $83,727 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-5$593,408$50,236$10,047iApproximate average salary by contribution assumption: employee only about $251,180 at 4% or $167,453 at 6%; with 50% employer match about $167,453 at 4% or $111,636 at 6%; with 100% employer match about $125,590 at 4% or $83,727 at 6%.
200414$506,609$51,153$12,788iApproximate average salary by contribution assumption: employee only about $319,706 at 4% or $213,138 at 6%; with 50% employer match about $213,138 at 4% or $142,092 at 6%; with 100% employer match about $159,853 at 4% or $106,569 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-4$506,609$51,153$12,788iApproximate average salary by contribution assumption: employee only about $319,706 at 4% or $213,138 at 6%; with 50% employer match about $213,138 at 4% or $142,092 at 6%; with 100% employer match about $159,853 at 4% or $106,569 at 6%.
200314$431,505$52,856$13,214iApproximate average salary by contribution assumption: employee only about $330,350 at 4% or $220,233 at 6%; with 50% employer match about $220,233 at 4% or $146,822 at 6%; with 100% employer match about $165,175 at 4% or $110,117 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-4$431,505$52,856$13,214iApproximate average salary by contribution assumption: employee only about $330,350 at 4% or $220,233 at 6%; with 50% employer match about $220,233 at 4% or $146,822 at 6%; with 100% employer match about $165,175 at 4% or $110,117 at 6%.
200215$0$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-5---
200124$0$0-
Bob Finkelstein & Assoc. Inc. Retirement Trust-4---
Bob Finkelstein & Assoc. Inc. Money Purchase Retirement Trust-0---
200021$0$0-
Bob Finkelstein & Assoc. Inc. Money Purchase Retirement Trust-1---
Bob Finkelstein & Assoc. Inc. Retirement Trust-1---
199922$436,420$7,850$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
Bob Finkelstein & Assoc. Inc. Retirement Trust-1$421,929$7,850$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
Bob Finkelstein & Assoc. Inc. Money Purchase Retirement Trust-2$14,491--