Civic Intelligence

Coopersmith Simon & Vogel

Plan context: Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan

EIN 27-0120069 • Uniondale, NY • 23 filings • 3 plans

50 Charles Lindbergh BlvdSte 605Uniondale, NY 11553-3650
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,874,846

2024 Contributions

$289,100

Historical Graphs

Total Assets Over Time

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

$5,471,808$2,735,904$0200520162024YearValue
$4,874,846Latest year 2024

Participants Over Time

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

20100200520152024YearValue
15Latest 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
2024115$4,874,846$289,100$19,273iApproximate average salary by contribution assumption: employee only about $481,833 at 4% or $321,222 at 6%; with 50% employer match about $321,222 at 4% or $214,148 at 6%; with 100% employer match about $240,917 at 4% or $160,611 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-15$4,874,846$289,100$19,273iApproximate average salary by contribution assumption: employee only about $481,833 at 4% or $321,222 at 6%; with 50% employer match about $321,222 at 4% or $214,148 at 6%; with 100% employer match about $240,917 at 4% or $160,611 at 6%.
2023115$4,250,835$264,091$17,606iApproximate average salary by contribution assumption: employee only about $440,152 at 4% or $293,434 at 6%; with 50% employer match about $293,434 at 4% or $195,623 at 6%; with 100% employer match about $220,076 at 4% or $146,717 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-15$4,250,835$264,091$17,606iApproximate average salary by contribution assumption: employee only about $440,152 at 4% or $293,434 at 6%; with 50% employer match about $293,434 at 4% or $195,623 at 6%; with 100% employer match about $220,076 at 4% or $146,717 at 6%.
2022115$4,140,957$270,544$18,036iApproximate average salary by contribution assumption: employee only about $450,907 at 4% or $300,604 at 6%; with 50% employer match about $300,604 at 4% or $200,403 at 6%; with 100% employer match about $225,453 at 4% or $150,302 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-15$4,140,957$270,544$18,036iApproximate average salary by contribution assumption: employee only about $450,907 at 4% or $300,604 at 6%; with 50% employer match about $300,604 at 4% or $200,403 at 6%; with 100% employer match about $225,453 at 4% or $150,302 at 6%.
2021118$5,471,808$272,836$15,158iApproximate average salary by contribution assumption: employee only about $378,939 at 4% or $252,626 at 6%; with 50% employer match about $252,626 at 4% or $168,417 at 6%; with 100% employer match about $189,469 at 4% or $126,313 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$5,471,808$272,836$15,158iApproximate average salary by contribution assumption: employee only about $378,939 at 4% or $252,626 at 6%; with 50% employer match about $252,626 at 4% or $168,417 at 6%; with 100% employer match about $189,469 at 4% or $126,313 at 6%.
2020118$4,747,608$291,882$16,216iApproximate average salary by contribution assumption: employee only about $405,392 at 4% or $270,261 at 6%; with 50% employer match about $270,261 at 4% or $180,174 at 6%; with 100% employer match about $202,696 at 4% or $135,131 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$4,747,608$291,882$16,216iApproximate average salary by contribution assumption: employee only about $405,392 at 4% or $270,261 at 6%; with 50% employer match about $270,261 at 4% or $180,174 at 6%; with 100% employer match about $202,696 at 4% or $135,131 at 6%.
2019119$4,117,231$381,212$20,064iApproximate average salary by contribution assumption: employee only about $501,595 at 4% or $334,396 at 6%; with 50% employer match about $334,396 at 4% or $222,931 at 6%; with 100% employer match about $250,797 at 4% or $167,198 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-19$4,117,231$381,212$20,064iApproximate average salary by contribution assumption: employee only about $501,595 at 4% or $334,396 at 6%; with 50% employer match about $334,396 at 4% or $222,931 at 6%; with 100% employer match about $250,797 at 4% or $167,198 at 6%.
2018118$3,356,807$257,127$14,285iApproximate average salary by contribution assumption: employee only about $357,121 at 4% or $238,081 at 6%; with 50% employer match about $238,081 at 4% or $158,720 at 6%; with 100% employer match about $178,560 at 4% or $119,040 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$3,356,807$257,127$14,285iApproximate average salary by contribution assumption: employee only about $357,121 at 4% or $238,081 at 6%; with 50% employer match about $238,081 at 4% or $158,720 at 6%; with 100% employer match about $178,560 at 4% or $119,040 at 6%.
2017116$3,643,545$300,168$18,761iApproximate average salary by contribution assumption: employee only about $469,013 at 4% or $312,675 at 6%; with 50% employer match about $312,675 at 4% or $208,450 at 6%; with 100% employer match about $234,506 at 4% or $156,338 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-16$3,643,545$300,168$18,761iApproximate average salary by contribution assumption: employee only about $469,013 at 4% or $312,675 at 6%; with 50% employer match about $312,675 at 4% or $208,450 at 6%; with 100% employer match about $234,506 at 4% or $156,338 at 6%.
2016116$2,878,884$252,565$15,785iApproximate average salary by contribution assumption: employee only about $394,633 at 4% or $263,089 at 6%; with 50% employer match about $263,089 at 4% or $175,392 at 6%; with 100% employer match about $197,316 at 4% or $131,544 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-16$2,878,884$252,565$15,785iApproximate average salary by contribution assumption: employee only about $394,633 at 4% or $263,089 at 6%; with 50% employer match about $263,089 at 4% or $175,392 at 6%; with 100% employer match about $197,316 at 4% or $131,544 at 6%.
2015117$2,830,987$265,277$15,605iApproximate average salary by contribution assumption: employee only about $390,113 at 4% or $260,075 at 6%; with 50% employer match about $260,075 at 4% or $173,384 at 6%; with 100% employer match about $195,057 at 4% or $130,038 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-17$2,830,987$265,277$15,605iApproximate average salary by contribution assumption: employee only about $390,113 at 4% or $260,075 at 6%; with 50% employer match about $260,075 at 4% or $173,384 at 6%; with 100% employer match about $195,057 at 4% or $130,038 at 6%.
2014118$2,642,355$255,803$14,211iApproximate average salary by contribution assumption: employee only about $355,282 at 4% or $236,855 at 6%; with 50% employer match about $236,855 at 4% or $157,903 at 6%; with 100% employer match about $177,641 at 4% or $118,427 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$2,642,355$255,803$14,211iApproximate average salary by contribution assumption: employee only about $355,282 at 4% or $236,855 at 6%; with 50% employer match about $236,855 at 4% or $157,903 at 6%; with 100% employer match about $177,641 at 4% or $118,427 at 6%.
2013118$2,254,749$229,739$12,763iApproximate average salary by contribution assumption: employee only about $319,082 at 4% or $212,721 at 6%; with 50% employer match about $212,721 at 4% or $141,814 at 6%; with 100% employer match about $159,541 at 4% or $106,361 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$2,254,749$229,739$12,763iApproximate average salary by contribution assumption: employee only about $319,082 at 4% or $212,721 at 6%; with 50% employer match about $212,721 at 4% or $141,814 at 6%; with 100% employer match about $159,541 at 4% or $106,361 at 6%.
2012118$1,736,299$227,884$12,660iApproximate average salary by contribution assumption: employee only about $316,506 at 4% or $211,004 at 6%; with 50% employer match about $211,004 at 4% or $140,669 at 6%; with 100% employer match about $158,253 at 4% or $105,502 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$1,736,299$227,884$12,660iApproximate average salary by contribution assumption: employee only about $316,506 at 4% or $211,004 at 6%; with 50% employer match about $211,004 at 4% or $140,669 at 6%; with 100% employer match about $158,253 at 4% or $105,502 at 6%.
2011119$1,354,942$228,412$12,022iApproximate average salary by contribution assumption: employee only about $300,542 at 4% or $200,361 at 6%; with 50% employer match about $200,361 at 4% or $133,574 at 6%; with 100% employer match about $150,271 at 4% or $100,181 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-19$1,354,942$228,412$12,022iApproximate average salary by contribution assumption: employee only about $300,542 at 4% or $200,361 at 6%; with 50% employer match about $200,361 at 4% or $133,574 at 6%; with 100% employer match about $150,271 at 4% or $100,181 at 6%.
2010218$1,149,422$205,487$11,416iApproximate average salary by contribution assumption: employee only about $285,399 at 4% or $190,266 at 6%; with 50% employer match about $190,266 at 4% or $126,844 at 6%; with 100% employer match about $142,699 at 4% or $95,133 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$1,149,422$202,637$11,258iApproximate average salary by contribution assumption: employee only about $281,440 at 4% or $187,627 at 6%; with 50% employer match about $187,627 at 4% or $125,085 at 6%; with 100% employer match about $140,720 at 4% or $93,813 at 6%.
Coopersmith Simon & Vogel Welfare Benefit Plan & Trust-0-$2,850-
2009220$1,041,563$274,892$13,745iApproximate average salary by contribution assumption: employee only about $343,615 at 4% or $229,077 at 6%; with 50% employer match about $229,077 at 4% or $152,718 at 6%; with 100% employer match about $171,808 at 4% or $114,538 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-20$943,501$180,426$9,021iApproximate average salary by contribution assumption: employee only about $225,532 at 4% or $150,355 at 6%; with 50% employer match about $150,355 at 4% or $100,237 at 6%; with 100% employer match about $112,766 at 4% or $75,178 at 6%.
Coopersmith Simon & Vogel Welfare Benefit Plan & Trust-11$98,062$94,466$8,588iApproximate average salary by contribution assumption: employee only about $214,695 at 4% or $143,130 at 6%; with 50% employer match about $143,130 at 4% or $95,420 at 6%; with 100% employer match about $107,348 at 4% or $71,565 at 6%.
2008218$678,715$469,004$26,056iApproximate average salary by contribution assumption: employee only about $651,394 at 4% or $434,263 at 6%; with 50% employer match about $434,263 at 4% or $289,509 at 6%; with 100% employer match about $325,697 at 4% or $217,131 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18$630,226$339,691$18,872iApproximate average salary by contribution assumption: employee only about $471,793 at 4% or $314,529 at 6%; with 50% employer match about $314,529 at 4% or $209,686 at 6%; with 100% employer match about $235,897 at 4% or $157,264 at 6%.
Coopersmith Simon & Vogel Welfare Benefit Plan & Trust-11$48,489$129,313$11,756iApproximate average salary by contribution assumption: employee only about $293,893 at 4% or $195,929 at 6%; with 50% employer match about $195,929 at 4% or $130,619 at 6%; with 100% employer match about $146,947 at 4% or $97,964 at 6%.
2007218$0$0-
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-18---
Coopersmith Simon & Vogel Welfare Benefit Plan & Trust-11---
2005111$98,282$96,400$8,764iApproximate average salary by contribution assumption: employee only about $219,091 at 4% or $146,061 at 6%; with 50% employer match about $146,061 at 4% or $97,374 at 6%; with 100% employer match about $109,545 at 4% or $73,030 at 6%.
Coopersmith, Simon & Vogel, CPA'S PC. 401(K) Plan-11$98,282$96,400$8,764iApproximate average salary by contribution assumption: employee only about $219,091 at 4% or $146,061 at 6%; with 50% employer match about $146,061 at 4% or $97,374 at 6%; with 100% employer match about $109,545 at 4% or $73,030 at 6%.