Civic Intelligence

Cleary, Josem & Trigiani LLP

Plan context: Cleary, Josem & Trigiani LLP Profit Sharing Plan

EIN 23-2657967 • Philadelphia, PA • 25 filings • 3 plans

325 Chestnut Street, Suite 200Constitution PlacePhiladelphia, PA 19106
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$14,050,312

2024 Contributions

$372,823

Historical Graphs

Total Assets Over Time

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

$14,050,312$7,025,156$0200020132024YearValue
$14,050,312Latest year 2024

Participants Over Time

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

1790200020122024YearValue
10Latest 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
2024110$14,050,312$372,823$37,282iApproximate average salary by contribution assumption: employee only about $932,058 at 4% or $621,372 at 6%; with 50% employer match about $621,372 at 4% or $414,248 at 6%; with 100% employer match about $466,029 at 4% or $310,686 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-10$14,050,312$372,823$37,282iApproximate average salary by contribution assumption: employee only about $932,058 at 4% or $621,372 at 6%; with 50% employer match about $621,372 at 4% or $414,248 at 6%; with 100% employer match about $466,029 at 4% or $310,686 at 6%.
2023110$12,218,138$358,061$35,806iApproximate average salary by contribution assumption: employee only about $895,153 at 4% or $596,768 at 6%; with 50% employer match about $596,768 at 4% or $397,846 at 6%; with 100% employer match about $447,576 at 4% or $298,384 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-10$12,218,138$358,061$35,806iApproximate average salary by contribution assumption: employee only about $895,153 at 4% or $596,768 at 6%; with 50% employer match about $596,768 at 4% or $397,846 at 6%; with 100% employer match about $447,576 at 4% or $298,384 at 6%.
2022111$10,850,649$364,889$33,172iApproximate average salary by contribution assumption: employee only about $829,293 at 4% or $552,862 at 6%; with 50% employer match about $552,862 at 4% or $368,575 at 6%; with 100% employer match about $414,647 at 4% or $276,431 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$10,850,649$364,889$33,172iApproximate average salary by contribution assumption: employee only about $829,293 at 4% or $552,862 at 6%; with 50% employer match about $552,862 at 4% or $368,575 at 6%; with 100% employer match about $414,647 at 4% or $276,431 at 6%.
2021111$12,716,284$361,275$32,843iApproximate average salary by contribution assumption: employee only about $821,080 at 4% or $547,386 at 6%; with 50% employer match about $547,386 at 4% or $364,924 at 6%; with 100% employer match about $410,540 at 4% or $273,693 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$12,716,284$361,275$32,843iApproximate average salary by contribution assumption: employee only about $821,080 at 4% or $547,386 at 6%; with 50% employer match about $547,386 at 4% or $364,924 at 6%; with 100% employer match about $410,540 at 4% or $273,693 at 6%.
2020111$10,795,133$343,225$31,202iApproximate average salary by contribution assumption: employee only about $780,057 at 4% or $520,038 at 6%; with 50% employer match about $520,038 at 4% or $346,692 at 6%; with 100% employer match about $390,028 at 4% or $260,019 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$10,795,133$343,225$31,202iApproximate average salary by contribution assumption: employee only about $780,057 at 4% or $520,038 at 6%; with 50% employer match about $520,038 at 4% or $346,692 at 6%; with 100% employer match about $390,028 at 4% or $260,019 at 6%.
2019111$9,231,421$350,431$31,857iApproximate average salary by contribution assumption: employee only about $796,434 at 4% or $530,956 at 6%; with 50% employer match about $530,956 at 4% or $353,971 at 6%; with 100% employer match about $398,217 at 4% or $265,478 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$9,231,421$350,431$31,857iApproximate average salary by contribution assumption: employee only about $796,434 at 4% or $530,956 at 6%; with 50% employer match about $530,956 at 4% or $353,971 at 6%; with 100% employer match about $398,217 at 4% or $265,478 at 6%.
2018112$7,428,504$336,376$28,031iApproximate average salary by contribution assumption: employee only about $700,783 at 4% or $467,189 at 6%; with 50% employer match about $467,189 at 4% or $311,459 at 6%; with 100% employer match about $350,392 at 4% or $233,594 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-12$7,428,504$336,376$28,031iApproximate average salary by contribution assumption: employee only about $700,783 at 4% or $467,189 at 6%; with 50% employer match about $467,189 at 4% or $311,459 at 6%; with 100% employer match about $350,392 at 4% or $233,594 at 6%.
2017112$7,550,837$321,364$26,780iApproximate average salary by contribution assumption: employee only about $669,508 at 4% or $446,339 at 6%; with 50% employer match about $446,339 at 4% or $297,559 at 6%; with 100% employer match about $334,754 at 4% or $223,169 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-12$7,550,837$321,364$26,780iApproximate average salary by contribution assumption: employee only about $669,508 at 4% or $446,339 at 6%; with 50% employer match about $446,339 at 4% or $297,559 at 6%; with 100% employer match about $334,754 at 4% or $223,169 at 6%.
2016112$6,176,012$288,131$24,011iApproximate average salary by contribution assumption: employee only about $600,273 at 4% or $400,182 at 6%; with 50% employer match about $400,182 at 4% or $266,788 at 6%; with 100% employer match about $300,136 at 4% or $200,091 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-12$6,176,012$288,131$24,011iApproximate average salary by contribution assumption: employee only about $600,273 at 4% or $400,182 at 6%; with 50% employer match about $400,182 at 4% or $266,788 at 6%; with 100% employer match about $300,136 at 4% or $200,091 at 6%.
2015113$5,460,852$284,244$21,865iApproximate average salary by contribution assumption: employee only about $546,623 at 4% or $364,415 at 6%; with 50% employer match about $364,415 at 4% or $242,944 at 6%; with 100% employer match about $273,312 at 4% or $182,208 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-13$5,460,852$284,244$21,865iApproximate average salary by contribution assumption: employee only about $546,623 at 4% or $364,415 at 6%; with 50% employer match about $364,415 at 4% or $242,944 at 6%; with 100% employer match about $273,312 at 4% or $182,208 at 6%.
2014117$6,115,127$279,983$16,470iApproximate average salary by contribution assumption: employee only about $411,740 at 4% or $274,493 at 6%; with 50% employer match about $274,493 at 4% or $182,995 at 6%; with 100% employer match about $205,870 at 4% or $137,247 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-17$6,115,127$279,983$16,470iApproximate average salary by contribution assumption: employee only about $411,740 at 4% or $274,493 at 6%; with 50% employer match about $274,493 at 4% or $182,995 at 6%; with 100% employer match about $205,870 at 4% or $137,247 at 6%.
2013117$5,700,267$271,370$15,963iApproximate average salary by contribution assumption: employee only about $399,074 at 4% or $266,049 at 6%; with 50% employer match about $266,049 at 4% or $177,366 at 6%; with 100% employer match about $199,537 at 4% or $133,025 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-17$5,700,267$271,370$15,963iApproximate average salary by contribution assumption: employee only about $399,074 at 4% or $266,049 at 6%; with 50% employer match about $266,049 at 4% or $177,366 at 6%; with 100% employer match about $199,537 at 4% or $133,025 at 6%.
2012117$4,780,105$198,190$11,658iApproximate average salary by contribution assumption: employee only about $291,456 at 4% or $194,304 at 6%; with 50% employer match about $194,304 at 4% or $129,536 at 6%; with 100% employer match about $145,728 at 4% or $97,152 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-17$4,780,105$198,190$11,658iApproximate average salary by contribution assumption: employee only about $291,456 at 4% or $194,304 at 6%; with 50% employer match about $194,304 at 4% or $129,536 at 6%; with 100% employer match about $145,728 at 4% or $97,152 at 6%.
2011117$4,033,081$240,290$14,135iApproximate average salary by contribution assumption: employee only about $353,368 at 4% or $235,578 at 6%; with 50% employer match about $235,578 at 4% or $157,052 at 6%; with 100% employer match about $176,684 at 4% or $117,789 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-17$4,033,081$240,290$14,135iApproximate average salary by contribution assumption: employee only about $353,368 at 4% or $235,578 at 6%; with 50% employer match about $235,578 at 4% or $157,052 at 6%; with 100% employer match about $176,684 at 4% or $117,789 at 6%.
2010117$3,864,232$202,054$11,886iApproximate average salary by contribution assumption: employee only about $297,138 at 4% or $198,092 at 6%; with 50% employer match about $198,092 at 4% or $132,061 at 6%; with 100% employer match about $148,569 at 4% or $99,046 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-17$3,864,232$202,054$11,886iApproximate average salary by contribution assumption: employee only about $297,138 at 4% or $198,092 at 6%; with 50% employer match about $198,092 at 4% or $132,061 at 6%; with 100% employer match about $148,569 at 4% or $99,046 at 6%.
2009115$3,221,176$267,906$17,860iApproximate average salary by contribution assumption: employee only about $446,510 at 4% or $297,673 at 6%; with 50% employer match about $297,673 at 4% or $198,449 at 6%; with 100% employer match about $223,255 at 4% or $148,837 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-15$3,221,176$267,906$17,860iApproximate average salary by contribution assumption: employee only about $446,510 at 4% or $297,673 at 6%; with 50% employer match about $297,673 at 4% or $198,449 at 6%; with 100% employer match about $223,255 at 4% or $148,837 at 6%.
2008114$2,329,146$368,726$26,338iApproximate average salary by contribution assumption: employee only about $658,439 at 4% or $438,960 at 6%; with 50% employer match about $438,960 at 4% or $292,640 at 6%; with 100% employer match about $329,220 at 4% or $219,480 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-14$2,329,146$368,726$26,338iApproximate average salary by contribution assumption: employee only about $658,439 at 4% or $438,960 at 6%; with 50% employer match about $438,960 at 4% or $292,640 at 6%; with 100% employer match about $329,220 at 4% or $219,480 at 6%.
2007111$2,998,147$261,471$23,770iApproximate average salary by contribution assumption: employee only about $594,252 at 4% or $396,168 at 6%; with 50% employer match about $396,168 at 4% or $264,112 at 6%; with 100% employer match about $297,126 at 4% or $198,084 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$2,998,147$261,471$23,770iApproximate average salary by contribution assumption: employee only about $594,252 at 4% or $396,168 at 6%; with 50% employer match about $396,168 at 4% or $264,112 at 6%; with 100% employer match about $297,126 at 4% or $198,084 at 6%.
2006111$2,577,181$138,033$12,548iApproximate average salary by contribution assumption: employee only about $313,711 at 4% or $209,141 at 6%; with 50% employer match about $209,141 at 4% or $139,427 at 6%; with 100% employer match about $156,856 at 4% or $104,570 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$2,577,181$138,033$12,548iApproximate average salary by contribution assumption: employee only about $313,711 at 4% or $209,141 at 6%; with 50% employer match about $209,141 at 4% or $139,427 at 6%; with 100% employer match about $156,856 at 4% or $104,570 at 6%.
2005112$2,148,192$401,688$33,474iApproximate average salary by contribution assumption: employee only about $836,850 at 4% or $557,900 at 6%; with 50% employer match about $557,900 at 4% or $371,933 at 6%; with 100% employer match about $418,425 at 4% or $278,950 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-12$2,148,192$401,688$33,474iApproximate average salary by contribution assumption: employee only about $836,850 at 4% or $557,900 at 6%; with 50% employer match about $557,900 at 4% or $371,933 at 6%; with 100% employer match about $418,425 at 4% or $278,950 at 6%.
2004111$1,645,533$193,910$17,628iApproximate average salary by contribution assumption: employee only about $440,705 at 4% or $293,803 at 6%; with 50% employer match about $293,803 at 4% or $195,869 at 6%; with 100% employer match about $220,352 at 4% or $146,902 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$1,645,533$193,910$17,628iApproximate average salary by contribution assumption: employee only about $440,705 at 4% or $293,803 at 6%; with 50% employer match about $293,803 at 4% or $195,869 at 6%; with 100% employer match about $220,352 at 4% or $146,902 at 6%.
2003111$1,305,786$162,032$14,730iApproximate average salary by contribution assumption: employee only about $368,255 at 4% or $245,503 at 6%; with 50% employer match about $245,503 at 4% or $163,669 at 6%; with 100% employer match about $184,127 at 4% or $122,752 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-11$1,305,786$162,032$14,730iApproximate average salary by contribution assumption: employee only about $368,255 at 4% or $245,503 at 6%; with 50% employer match about $245,503 at 4% or $163,669 at 6%; with 100% employer match about $184,127 at 4% or $122,752 at 6%.
200219$966,888$158,834$17,648iApproximate average salary by contribution assumption: employee only about $441,206 at 4% or $294,137 at 6%; with 50% employer match about $294,137 at 4% or $196,091 at 6%; with 100% employer match about $220,603 at 4% or $147,069 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-9$966,888$158,834$17,648iApproximate average salary by contribution assumption: employee only about $441,206 at 4% or $294,137 at 6%; with 50% employer match about $294,137 at 4% or $196,091 at 6%; with 100% employer match about $220,603 at 4% or $147,069 at 6%.
200117$0$0-
Cleary, Josem & Trigiani LLP Profit Sharing Plan-7---
200017$879,984$96,310$13,759iApproximate average salary by contribution assumption: employee only about $343,964 at 4% or $229,310 at 6%; with 50% employer match about $229,310 at 4% or $152,873 at 6%; with 100% employer match about $171,982 at 4% or $114,655 at 6%.
Cleary, Josem & Trigiani LLP Profit Sharing Plan-7$879,984$96,310$13,759iApproximate average salary by contribution assumption: employee only about $343,964 at 4% or $229,310 at 6%; with 50% employer match about $229,310 at 4% or $152,873 at 6%; with 100% employer match about $171,982 at 4% or $114,655 at 6%.