Civic Intelligence

Steven L. Sugarman & Associates

Plan context: Steven L. Sugarman & Associates Profit Sharing Plan

EIN 23-2498598 • Berwyn, PA • 26 filings • 2 plans

1273 Lancaster AvenueBerwyn, PA 19312
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$4,672,914

2023 Contributions

$22,769

Historical Graphs

Total Assets Over Time

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

$6,039,811$3,019,906$0199920122023YearValue
$4,672,914Latest year 2023

Participants Over Time

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

840199920112023YearValue
1Latest 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
202321$4,672,914$22,769$22,769iApproximate average salary by contribution assumption: employee only about $569,225 at 4% or $379,483 at 6%; with 50% employer match about $379,483 at 4% or $252,989 at 6%; with 100% employer match about $284,613 at 4% or $189,742 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-1$4,672,914$22,769$22,769iApproximate average salary by contribution assumption: employee only about $569,225 at 4% or $379,483 at 6%; with 50% employer match about $379,483 at 4% or $252,989 at 6%; with 100% employer match about $284,613 at 4% or $189,742 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-0$0$0-
202215$4,894,943$78,690$15,738iApproximate average salary by contribution assumption: employee only about $393,450 at 4% or $262,300 at 6%; with 50% employer match about $262,300 at 4% or $174,867 at 6%; with 100% employer match about $196,725 at 4% or $131,150 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-5$4,894,943$78,690$15,738iApproximate average salary by contribution assumption: employee only about $393,450 at 4% or $262,300 at 6%; with 50% employer match about $262,300 at 4% or $174,867 at 6%; with 100% employer match about $196,725 at 4% or $131,150 at 6%.
202116$6,039,811$71,692$11,949iApproximate average salary by contribution assumption: employee only about $298,717 at 4% or $199,144 at 6%; with 50% employer match about $199,144 at 4% or $132,763 at 6%; with 100% employer match about $149,358 at 4% or $99,572 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$6,039,811$71,692$11,949iApproximate average salary by contribution assumption: employee only about $298,717 at 4% or $199,144 at 6%; with 50% employer match about $199,144 at 4% or $132,763 at 6%; with 100% employer match about $149,358 at 4% or $99,572 at 6%.
202017$5,356,425$77,935$11,134iApproximate average salary by contribution assumption: employee only about $278,339 at 4% or $185,560 at 6%; with 50% employer match about $185,560 at 4% or $123,706 at 6%; with 100% employer match about $139,170 at 4% or $92,780 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$5,356,425$77,935$11,134iApproximate average salary by contribution assumption: employee only about $278,339 at 4% or $185,560 at 6%; with 50% employer match about $185,560 at 4% or $123,706 at 6%; with 100% employer match about $139,170 at 4% or $92,780 at 6%.
201918$4,583,134$77,848$9,731iApproximate average salary by contribution assumption: employee only about $243,275 at 4% or $162,183 at 6%; with 50% employer match about $162,183 at 4% or $108,122 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$4,583,134$77,848$9,731iApproximate average salary by contribution assumption: employee only about $243,275 at 4% or $162,183 at 6%; with 50% employer match about $162,183 at 4% or $108,122 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
201818$3,661,811$78,137$9,767iApproximate average salary by contribution assumption: employee only about $244,178 at 4% or $162,785 at 6%; with 50% employer match about $162,785 at 4% or $108,524 at 6%; with 100% employer match about $122,089 at 4% or $81,393 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$3,661,811$78,137$9,767iApproximate average salary by contribution assumption: employee only about $244,178 at 4% or $162,785 at 6%; with 50% employer match about $162,785 at 4% or $108,524 at 6%; with 100% employer match about $122,089 at 4% or $81,393 at 6%.
201718$3,717,794$83,504$10,438iApproximate average salary by contribution assumption: employee only about $260,950 at 4% or $173,967 at 6%; with 50% employer match about $173,967 at 4% or $115,978 at 6%; with 100% employer match about $130,475 at 4% or $86,983 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$3,717,794$83,504$10,438iApproximate average salary by contribution assumption: employee only about $260,950 at 4% or $173,967 at 6%; with 50% employer match about $173,967 at 4% or $115,978 at 6%; with 100% employer match about $130,475 at 4% or $86,983 at 6%.
201618$2,953,445$83,152$10,394iApproximate average salary by contribution assumption: employee only about $259,850 at 4% or $173,233 at 6%; with 50% employer match about $173,233 at 4% or $115,489 at 6%; with 100% employer match about $129,925 at 4% or $86,617 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$2,953,445$83,152$10,394iApproximate average salary by contribution assumption: employee only about $259,850 at 4% or $173,233 at 6%; with 50% employer match about $173,233 at 4% or $115,489 at 6%; with 100% employer match about $129,925 at 4% or $86,617 at 6%.
201518$2,671,599$88,356$11,045iApproximate average salary by contribution assumption: employee only about $276,113 at 4% or $184,075 at 6%; with 50% employer match about $184,075 at 4% or $122,717 at 6%; with 100% employer match about $138,056 at 4% or $92,038 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$2,671,599$88,356$11,045iApproximate average salary by contribution assumption: employee only about $276,113 at 4% or $184,075 at 6%; with 50% employer match about $184,075 at 4% or $122,717 at 6%; with 100% employer match about $138,056 at 4% or $92,038 at 6%.
201418$2,530,348$85,850$10,731iApproximate average salary by contribution assumption: employee only about $268,281 at 4% or $178,854 at 6%; with 50% employer match about $178,854 at 4% or $119,236 at 6%; with 100% employer match about $134,141 at 4% or $89,427 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-8$2,530,348$85,850$10,731iApproximate average salary by contribution assumption: employee only about $268,281 at 4% or $178,854 at 6%; with 50% employer match about $178,854 at 4% or $119,236 at 6%; with 100% employer match about $134,141 at 4% or $89,427 at 6%.
201317$2,197,406$83,111$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$2,197,406$83,111$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
201217$1,681,437$79,913$11,416iApproximate average salary by contribution assumption: employee only about $285,404 at 4% or $190,269 at 6%; with 50% employer match about $190,269 at 4% or $126,846 at 6%; with 100% employer match about $142,702 at 4% or $95,135 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$1,681,437$79,913$11,416iApproximate average salary by contribution assumption: employee only about $285,404 at 4% or $190,269 at 6%; with 50% employer match about $190,269 at 4% or $126,846 at 6%; with 100% employer match about $142,702 at 4% or $95,135 at 6%.
201117$1,407,745$74,684$10,669iApproximate average salary by contribution assumption: employee only about $266,729 at 4% or $177,819 at 6%; with 50% employer match about $177,819 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,910 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$1,407,745$74,684$10,669iApproximate average salary by contribution assumption: employee only about $266,729 at 4% or $177,819 at 6%; with 50% employer match about $177,819 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,910 at 6%.
201016$1,348,681$73,465$12,244iApproximate average salary by contribution assumption: employee only about $306,104 at 4% or $204,069 at 6%; with 50% employer match about $204,069 at 4% or $136,046 at 6%; with 100% employer match about $153,052 at 4% or $102,035 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$1,348,681$73,465$12,244iApproximate average salary by contribution assumption: employee only about $306,104 at 4% or $204,069 at 6%; with 50% employer match about $204,069 at 4% or $136,046 at 6%; with 100% employer match about $153,052 at 4% or $102,035 at 6%.
200916$1,154,092$72,101$12,017iApproximate average salary by contribution assumption: employee only about $300,421 at 4% or $200,281 at 6%; with 50% employer match about $200,281 at 4% or $133,520 at 6%; with 100% employer match about $150,210 at 4% or $100,140 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$1,154,092$72,101$12,017iApproximate average salary by contribution assumption: employee only about $300,421 at 4% or $200,281 at 6%; with 50% employer match about $200,281 at 4% or $133,520 at 6%; with 100% employer match about $150,210 at 4% or $100,140 at 6%.
200816$876,463$66,037$11,006iApproximate average salary by contribution assumption: employee only about $275,154 at 4% or $183,436 at 6%; with 50% employer match about $183,436 at 4% or $122,291 at 6%; with 100% employer match about $137,577 at 4% or $91,718 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$876,463$66,037$11,006iApproximate average salary by contribution assumption: employee only about $275,154 at 4% or $183,436 at 6%; with 50% employer match about $183,436 at 4% or $122,291 at 6%; with 100% employer match about $137,577 at 4% or $91,718 at 6%.
200715$0$0-
Steven L. Sugarman & Associates Profit Sharing Plan-5---
200617$1,081,517$65,087$9,298iApproximate average salary by contribution assumption: employee only about $232,454 at 4% or $154,969 at 6%; with 50% employer match about $154,969 at 4% or $103,313 at 6%; with 100% employer match about $116,227 at 4% or $77,485 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$1,081,517$65,087$9,298iApproximate average salary by contribution assumption: employee only about $232,454 at 4% or $154,969 at 6%; with 50% employer match about $154,969 at 4% or $103,313 at 6%; with 100% employer match about $116,227 at 4% or $77,485 at 6%.
200516$884,773$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$884,773$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
200416$758,765$60,220$10,037iApproximate average salary by contribution assumption: employee only about $250,917 at 4% or $167,278 at 6%; with 50% employer match about $167,278 at 4% or $111,519 at 6%; with 100% employer match about $125,458 at 4% or $83,639 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$758,765$60,220$10,037iApproximate average salary by contribution assumption: employee only about $250,917 at 4% or $167,278 at 6%; with 50% employer match about $167,278 at 4% or $111,519 at 6%; with 100% employer match about $125,458 at 4% or $83,639 at 6%.
200317$614,346$62,666$8,952iApproximate average salary by contribution assumption: employee only about $223,807 at 4% or $149,205 at 6%; with 50% employer match about $149,205 at 4% or $99,470 at 6%; with 100% employer match about $111,904 at 4% or $74,602 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$614,346$62,666$8,952iApproximate average salary by contribution assumption: employee only about $223,807 at 4% or $149,205 at 6%; with 50% employer match about $149,205 at 4% or $99,470 at 6%; with 100% employer match about $111,904 at 4% or $74,602 at 6%.
200217$424,228$60,857$8,694iApproximate average salary by contribution assumption: employee only about $217,346 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-7$424,228$60,857$8,694iApproximate average salary by contribution assumption: employee only about $217,346 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%.
200116$468,006$53,719$8,953iApproximate average salary by contribution assumption: employee only about $223,829 at 4% or $149,219 at 6%; with 50% employer match about $149,219 at 4% or $99,480 at 6%; with 100% employer match about $111,915 at 4% or $74,610 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$468,006$53,719$8,953iApproximate average salary by contribution assumption: employee only about $223,829 at 4% or $149,219 at 6%; with 50% employer match about $149,219 at 4% or $99,480 at 6%; with 100% employer match about $111,915 at 4% or $74,610 at 6%.
200016$483,455$47,971$7,995iApproximate average salary by contribution assumption: employee only about $199,879 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,626 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-6$483,455$47,971$7,995iApproximate average salary by contribution assumption: employee only about $199,879 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,626 at 6%.
199915$458,843$46,380$9,276iApproximate average salary by contribution assumption: employee only about $231,900 at 4% or $154,600 at 6%; with 50% employer match about $154,600 at 4% or $103,067 at 6%; with 100% employer match about $115,950 at 4% or $77,300 at 6%.
Steven L. Sugarman & Associates Profit Sharing Plan-5$458,843$46,380$9,276iApproximate average salary by contribution assumption: employee only about $231,900 at 4% or $154,600 at 6%; with 50% employer match about $154,600 at 4% or $103,067 at 6%; with 100% employer match about $115,950 at 4% or $77,300 at 6%.