Civic Intelligence

Joshua Stein PLLC

Plan context: Joshua Stein PLLC 401 K Profit Sharing Plan Trust

EIN 27-0803244 • New York, NY • 10 filings • 2 plans

PO Box 8000New York, NY 10150-8000
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,396,784

2024 Contributions

$176,588

Historical Graphs

Total Assets Over Time

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

$1,396,784$698,392$0201420202024YearValue
$1,396,784Latest year 2024

Participants Over Time

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

1370201420202024YearValue
7Latest 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
202417$1,396,784$176,588$25,227iApproximate average salary by contribution assumption: employee only about $630,671 at 4% or $420,448 at 6%; with 50% employer match about $420,448 at 4% or $280,298 at 6%; with 100% employer match about $315,336 at 4% or $210,224 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-7$1,396,784$176,588$25,227iApproximate average salary by contribution assumption: employee only about $630,671 at 4% or $420,448 at 6%; with 50% employer match about $420,448 at 4% or $280,298 at 6%; with 100% employer match about $315,336 at 4% or $210,224 at 6%.
202319$1,214,986$148,348$16,483iApproximate average salary by contribution assumption: employee only about $412,078 at 4% or $274,719 at 6%; with 50% employer match about $274,719 at 4% or $183,146 at 6%; with 100% employer match about $206,039 at 4% or $137,359 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-9$1,214,986$148,348$16,483iApproximate average salary by contribution assumption: employee only about $412,078 at 4% or $274,719 at 6%; with 50% employer match about $274,719 at 4% or $183,146 at 6%; with 100% employer match about $206,039 at 4% or $137,359 at 6%.
202219$1,205,160$139,046$15,450iApproximate average salary by contribution assumption: employee only about $386,239 at 4% or $257,493 at 6%; with 50% employer match about $257,493 at 4% or $171,662 at 6%; with 100% employer match about $193,119 at 4% or $128,746 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-9$1,205,160$139,046$15,450iApproximate average salary by contribution assumption: employee only about $386,239 at 4% or $257,493 at 6%; with 50% employer match about $257,493 at 4% or $171,662 at 6%; with 100% employer match about $193,119 at 4% or $128,746 at 6%.
2021110$1,301,710$126,320$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-10$1,301,710$126,320$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
2020111$1,017,948$148,109$13,464iApproximate average salary by contribution assumption: employee only about $336,611 at 4% or $224,408 at 6%; with 50% employer match about $224,408 at 4% or $149,605 at 6%; with 100% employer match about $168,306 at 4% or $112,204 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-11$1,017,948$148,109$13,464iApproximate average salary by contribution assumption: employee only about $336,611 at 4% or $224,408 at 6%; with 50% employer match about $224,408 at 4% or $149,605 at 6%; with 100% employer match about $168,306 at 4% or $112,204 at 6%.
2019111$958,204$207,918$18,902iApproximate average salary by contribution assumption: employee only about $472,541 at 4% or $315,027 at 6%; with 50% employer match about $315,027 at 4% or $210,018 at 6%; with 100% employer match about $236,270 at 4% or $157,514 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-11$958,204$207,918$18,902iApproximate average salary by contribution assumption: employee only about $472,541 at 4% or $315,027 at 6%; with 50% employer match about $315,027 at 4% or $210,018 at 6%; with 100% employer match about $236,270 at 4% or $157,514 at 6%.
2018113$614,094$167,030$12,848iApproximate average salary by contribution assumption: employee only about $321,212 at 4% or $214,141 at 6%; with 50% employer match about $214,141 at 4% or $142,761 at 6%; with 100% employer match about $160,606 at 4% or $107,071 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-13$614,094$167,030$12,848iApproximate average salary by contribution assumption: employee only about $321,212 at 4% or $214,141 at 6%; with 50% employer match about $214,141 at 4% or $142,761 at 6%; with 100% employer match about $160,606 at 4% or $107,071 at 6%.
201617$268,172$140,075$20,011iApproximate average salary by contribution assumption: employee only about $500,268 at 4% or $333,512 at 6%; with 50% employer match about $333,512 at 4% or $222,341 at 6%; with 100% employer match about $250,134 at 4% or $166,756 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-7$268,172$140,075$20,011iApproximate average salary by contribution assumption: employee only about $500,268 at 4% or $333,512 at 6%; with 50% employer match about $333,512 at 4% or $222,341 at 6%; with 100% employer match about $250,134 at 4% or $166,756 at 6%.
201516$102,953$81,805$13,634iApproximate average salary by contribution assumption: employee only about $340,854 at 4% or $227,236 at 6%; with 50% employer match about $227,236 at 4% or $151,491 at 6%; with 100% employer match about $170,427 at 4% or $113,618 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-6$102,953$81,805$13,634iApproximate average salary by contribution assumption: employee only about $340,854 at 4% or $227,236 at 6%; with 50% employer match about $227,236 at 4% or $151,491 at 6%; with 100% employer match about $170,427 at 4% or $113,618 at 6%.
201414$23,904$23,724$5,931iApproximate average salary by contribution assumption: employee only about $148,275 at 4% or $98,850 at 6%; with 50% employer match about $98,850 at 4% or $65,900 at 6%; with 100% employer match about $74,138 at 4% or $49,425 at 6%.
Joshua Stein PLLC 401 K Profit Sharing Plan Trust-4$23,904$23,724$5,931iApproximate average salary by contribution assumption: employee only about $148,275 at 4% or $98,850 at 6%; with 50% employer match about $98,850 at 4% or $65,900 at 6%; with 100% employer match about $74,138 at 4% or $49,425 at 6%.