Civic Intelligence

Frankel Lerner Oconnor Inc.

Plan context: Stephen B. Frankel & Co. Inc. Pension Plan

EIN 26-3669533 • Chalfont, PA • 32 filings • 3 plans

1600 Horizon Drive, Suite 100Chalfont, PA 18914
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$6,932,796

2024 Contributions

$458,156

Historical Graphs

Total Assets Over Time

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

$6,932,796$3,466,398$0200920172024YearValue
$6,932,796Latest year 2024

Participants Over Time

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

1370200920172024YearValue
12Latest 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
2024212$6,932,796$458,156$38,180iApproximate average salary by contribution assumption: employee only about $954,492 at 4% or $636,328 at 6%; with 50% employer match about $636,328 at 4% or $424,219 at 6%; with 100% employer match about $477,246 at 4% or $318,164 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$4,568,739$248,156$20,680iApproximate average salary by contribution assumption: employee only about $516,992 at 4% or $344,661 at 6%; with 50% employer match about $344,661 at 4% or $229,774 at 6%; with 100% employer match about $258,496 at 4% or $172,331 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-9$2,364,057$210,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
2023212$5,576,399$464,919$38,743iApproximate average salary by contribution assumption: employee only about $968,581 at 4% or $645,721 at 6%; with 50% employer match about $645,721 at 4% or $430,481 at 6%; with 100% employer match about $484,291 at 4% or $322,860 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$3,680,742$273,919$22,827iApproximate average salary by contribution assumption: employee only about $570,665 at 4% or $380,443 at 6%; with 50% employer match about $380,443 at 4% or $253,629 at 6%; with 100% employer match about $285,332 at 4% or $190,222 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-9$1,895,657$191,000$21,222iApproximate average salary by contribution assumption: employee only about $530,556 at 4% or $353,704 at 6%; with 50% employer match about $353,704 at 4% or $235,802 at 6%; with 100% employer match about $265,278 at 4% or $176,852 at 6%.
2022212$6,246,110$433,541$36,128iApproximate average salary by contribution assumption: employee only about $903,210 at 4% or $602,140 at 6%; with 50% employer match about $602,140 at 4% or $401,427 at 6%; with 100% employer match about $451,605 at 4% or $301,070 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$3,914,142$273,541$22,795iApproximate average salary by contribution assumption: employee only about $569,877 at 4% or $379,918 at 6%; with 50% employer match about $379,918 at 4% or $253,279 at 6%; with 100% employer match about $284,939 at 4% or $189,959 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-9$2,331,968$160,000$17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%.
2021212$4,993,830$913,491$76,124iApproximate average salary by contribution assumption: employee only about $1,903,106 at 4% or $1,268,738 at 6%; with 50% employer match about $1,268,738 at 4% or $845,825 at 6%; with 100% employer match about $951,553 at 4% or $634,369 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$3,294,210$508,407$42,367iApproximate average salary by contribution assumption: employee only about $1,059,181 at 4% or $706,121 at 6%; with 50% employer match about $706,121 at 4% or $470,747 at 6%; with 100% employer match about $529,591 at 4% or $353,060 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$1,699,620$405,084$57,869iApproximate average salary by contribution assumption: employee only about $1,446,729 at 4% or $964,486 at 6%; with 50% employer match about $964,486 at 4% or $642,990 at 6%; with 100% employer match about $723,364 at 4% or $482,243 at 6%.
2020212$4,082,357$363,768$30,314iApproximate average salary by contribution assumption: employee only about $757,850 at 4% or $505,233 at 6%; with 50% employer match about $505,233 at 4% or $336,822 at 6%; with 100% employer match about $378,925 at 4% or $252,617 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$2,799,811$298,668$24,889iApproximate average salary by contribution assumption: employee only about $622,225 at 4% or $414,817 at 6%; with 50% employer match about $414,817 at 4% or $276,544 at 6%; with 100% employer match about $311,113 at 4% or $207,408 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-8$1,282,546$65,100$8,138iApproximate average salary by contribution assumption: employee only about $203,438 at 4% or $135,625 at 6%; with 50% employer match about $135,625 at 4% or $90,417 at 6%; with 100% employer match about $101,719 at 4% or $67,813 at 6%.
2019212$2,766,324$239,975$19,998iApproximate average salary by contribution assumption: employee only about $499,948 at 4% or $333,299 at 6%; with 50% employer match about $333,299 at 4% or $222,199 at 6%; with 100% employer match about $249,974 at 4% or $166,649 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$2,278,697$134,975$11,248iApproximate average salary by contribution assumption: employee only about $281,198 at 4% or $187,465 at 6%; with 50% employer match about $187,465 at 4% or $124,977 at 6%; with 100% employer match about $140,599 at 4% or $93,733 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$487,627$105,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2018212$3,148,946$271,411$22,618iApproximate average salary by contribution assumption: employee only about $565,440 at 4% or $376,960 at 6%; with 50% employer match about $376,960 at 4% or $251,306 at 6%; with 100% employer match about $282,720 at 4% or $188,480 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$2,297,206$219,411$18,284iApproximate average salary by contribution assumption: employee only about $457,106 at 4% or $304,738 at 6%; with 50% employer match about $304,738 at 4% or $203,158 at 6%; with 100% employer match about $228,553 at 4% or $152,369 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$851,740$52,000$7,429iApproximate average salary by contribution assumption: employee only about $185,714 at 4% or $123,810 at 6%; with 50% employer match about $123,810 at 4% or $82,540 at 6%; with 100% employer match about $92,857 at 4% or $61,905 at 6%.
2017211$2,480,659$316,129$28,739iApproximate average salary by contribution assumption: employee only about $718,475 at 4% or $478,983 at 6%; with 50% employer match about $478,983 at 4% or $319,322 at 6%; with 100% employer match about $359,238 at 4% or $239,492 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-11$1,989,356$216,129$19,648iApproximate average salary by contribution assumption: employee only about $491,202 at 4% or $327,468 at 6%; with 50% employer match about $327,468 at 4% or $218,312 at 6%; with 100% employer match about $245,601 at 4% or $163,734 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$491,303$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2016212$2,215,022$289,003$24,084iApproximate average salary by contribution assumption: employee only about $602,090 at 4% or $401,393 at 6%; with 50% employer match about $401,393 at 4% or $267,595 at 6%; with 100% employer match about $301,045 at 4% or $200,697 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$1,737,651$214,003$17,834iApproximate average salary by contribution assumption: employee only about $445,840 at 4% or $297,226 at 6%; with 50% employer match about $297,226 at 4% or $198,151 at 6%; with 100% employer match about $222,920 at 4% or $148,613 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-8$477,371$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2015211$2,075,942$310,010$28,183iApproximate average salary by contribution assumption: employee only about $704,568 at 4% or $469,712 at 6%; with 50% employer match about $469,712 at 4% or $313,141 at 6%; with 100% employer match about $352,284 at 4% or $234,856 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-11$1,609,936$254,010$23,092iApproximate average salary by contribution assumption: employee only about $577,295 at 4% or $384,864 at 6%; with 50% employer match about $384,864 at 4% or $256,576 at 6%; with 100% employer match about $288,648 at 4% or $192,432 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-8$466,006$56,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
2014211$1,938,092$288,363$26,215iApproximate average salary by contribution assumption: employee only about $655,370 at 4% or $436,914 at 6%; with 50% employer match about $436,914 at 4% or $291,276 at 6%; with 100% employer match about $327,685 at 4% or $218,457 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-11$1,516,391$233,363$21,215iApproximate average salary by contribution assumption: employee only about $530,370 at 4% or $353,580 at 6%; with 50% employer match about $353,580 at 4% or $235,720 at 6%; with 100% employer match about $265,185 at 4% or $176,790 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-8$421,701$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
2013211$1,719,416$310,916$28,265iApproximate average salary by contribution assumption: employee only about $706,627 at 4% or $471,085 at 6%; with 50% employer match about $471,085 at 4% or $314,057 at 6%; with 100% employer match about $353,314 at 4% or $235,542 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-11$1,280,640$216,391$19,672iApproximate average salary by contribution assumption: employee only about $491,798 at 4% or $327,865 at 6%; with 50% employer match about $327,865 at 4% or $218,577 at 6%; with 100% employer match about $245,899 at 4% or $163,933 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-8$438,776$94,525$11,816iApproximate average salary by contribution assumption: employee only about $295,391 at 4% or $196,927 at 6%; with 50% employer match about $196,927 at 4% or $131,285 at 6%; with 100% employer match about $147,695 at 4% or $98,464 at 6%.
2012211$1,497,400$485,611$44,146iApproximate average salary by contribution assumption: employee only about $1,103,661 at 4% or $735,774 at 6%; with 50% employer match about $735,774 at 4% or $490,516 at 6%; with 100% employer match about $551,831 at 4% or $367,887 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-11$1,088,065$198,110$18,010iApproximate average salary by contribution assumption: employee only about $450,250 at 4% or $300,167 at 6%; with 50% employer match about $300,167 at 4% or $200,111 at 6%; with 100% employer match about $225,125 at 4% or $150,083 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$409,335$287,501$41,072iApproximate average salary by contribution assumption: employee only about $1,026,789 at 4% or $684,526 at 6%; with 50% employer match about $684,526 at 4% or $456,351 at 6%; with 100% employer match about $513,395 at 4% or $342,263 at 6%.
2011212$978,567$144,725$12,060iApproximate average salary by contribution assumption: employee only about $301,510 at 4% or $201,007 at 6%; with 50% employer match about $201,007 at 4% or $134,005 at 6%; with 100% employer match about $150,755 at 4% or $100,503 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$857,415$121,332$10,111iApproximate average salary by contribution assumption: employee only about $252,775 at 4% or $168,517 at 6%; with 50% employer match about $168,517 at 4% or $112,344 at 6%; with 100% employer match about $126,388 at 4% or $84,258 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$121,152$23,393$3,342iApproximate average salary by contribution assumption: employee only about $83,546 at 4% or $55,698 at 6%; with 50% employer match about $55,698 at 4% or $37,132 at 6%; with 100% employer match about $41,773 at 4% or $27,849 at 6%.
2010212$887,645$114,393$9,533iApproximate average salary by contribution assumption: employee only about $238,319 at 4% or $158,879 at 6%; with 50% employer match about $158,879 at 4% or $105,919 at 6%; with 100% employer match about $119,159 at 4% or $79,440 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-12$782,988$80,090$6,674iApproximate average salary by contribution assumption: employee only about $166,854 at 4% or $111,236 at 6%; with 50% employer match about $111,236 at 4% or $74,157 at 6%; with 100% employer match about $83,427 at 4% or $55,618 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$104,657$34,303$4,900iApproximate average salary by contribution assumption: employee only about $122,511 at 4% or $81,674 at 6%; with 50% employer match about $81,674 at 4% or $54,449 at 6%; with 100% employer match about $61,255 at 4% or $40,837 at 6%.
2009213$763,443$90,118$6,932iApproximate average salary by contribution assumption: employee only about $173,304 at 4% or $115,536 at 6%; with 50% employer match about $115,536 at 4% or $77,024 at 6%; with 100% employer match about $86,652 at 4% or $57,768 at 6%.
Stephen B. Frankel & Co. Inc. Pension Plan-13$693,587$72,232$5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,605 at 6%; with 50% employer match about $92,605 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%.
Stephen B. Frankel & Co. Cash Balance Plan-7$69,856$17,886$2,555iApproximate average salary by contribution assumption: employee only about $63,879 at 4% or $42,586 at 6%; with 50% employer match about $42,586 at 4% or $28,390 at 6%; with 100% employer match about $31,939 at 4% or $21,293 at 6%.