Civic Intelligence

Joel Isaacson & Co. LLC

Plan context: Joel Isaacson & Co. Retirement Plan

EIN 27-1207072 • New York, NY • 6 filings • 1 plans

546 Fifth Avenue22nd FloorNew York, NY 10036
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$36,723,951

2024 Contributions

$1,252,455

Historical Graphs

Total Assets Over Time

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

$36,723,951$18,361,976$0201920222024YearValue
$36,723,951Latest year 2024

Participants Over Time

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

55280201920222024YearValue
55Latest 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
2024155$36,723,951$1,252,455$22,772iApproximate average salary by contribution assumption: employee only about $569,298 at 4% or $379,532 at 6%; with 50% employer match about $379,532 at 4% or $253,021 at 6%; with 100% employer match about $284,649 at 4% or $189,766 at 6%.
Joel Isaacson & Co. Retirement Plan-55$36,723,951$1,252,455$22,772iApproximate average salary by contribution assumption: employee only about $569,298 at 4% or $379,532 at 6%; with 50% employer match about $379,532 at 4% or $253,021 at 6%; with 100% employer match about $284,649 at 4% or $189,766 at 6%.
2023155$31,146,320$1,207,879$21,961iApproximate average salary by contribution assumption: employee only about $549,036 at 4% or $366,024 at 6%; with 50% employer match about $366,024 at 4% or $244,016 at 6%; with 100% employer match about $274,518 at 4% or $183,012 at 6%.
Joel Isaacson & Co. Retirement Plan-55$31,146,320$1,207,879$21,961iApproximate average salary by contribution assumption: employee only about $549,036 at 4% or $366,024 at 6%; with 50% employer match about $366,024 at 4% or $244,016 at 6%; with 100% employer match about $274,518 at 4% or $183,012 at 6%.
2022153$25,020,711$1,078,365$20,347iApproximate average salary by contribution assumption: employee only about $508,663 at 4% or $339,108 at 6%; with 50% employer match about $339,108 at 4% or $226,072 at 6%; with 100% employer match about $254,331 at 4% or $169,554 at 6%.
Joel Isaacson & Co. Retirement Plan-53$25,020,711$1,078,365$20,347iApproximate average salary by contribution assumption: employee only about $508,663 at 4% or $339,108 at 6%; with 50% employer match about $339,108 at 4% or $226,072 at 6%; with 100% employer match about $254,331 at 4% or $169,554 at 6%.
2021146$27,198,866$992,450$21,575iApproximate average salary by contribution assumption: employee only about $539,375 at 4% or $359,583 at 6%; with 50% employer match about $359,583 at 4% or $239,722 at 6%; with 100% employer match about $269,688 at 4% or $179,792 at 6%.
Joel Isaacson & Co. Retirement Plan-46$27,198,866$992,450$21,575iApproximate average salary by contribution assumption: employee only about $539,375 at 4% or $359,583 at 6%; with 50% employer match about $359,583 at 4% or $239,722 at 6%; with 100% employer match about $269,688 at 4% or $179,792 at 6%.
2020144$22,170,690$4,936,367$112,190iApproximate average salary by contribution assumption: employee only about $2,804,754 at 4% or $1,869,836 at 6%; with 50% employer match about $1,869,836 at 4% or $1,246,557 at 6%; with 100% employer match about $1,402,377 at 4% or $934,918 at 6%.
Joel Isaacson & Co. Retirement Plan-44$22,170,690$4,936,367$112,190iApproximate average salary by contribution assumption: employee only about $2,804,754 at 4% or $1,869,836 at 6%; with 50% employer match about $1,869,836 at 4% or $1,246,557 at 6%; with 100% employer match about $1,402,377 at 4% or $934,918 at 6%.
2019141$14,623,988$1,197,012$29,195iApproximate average salary by contribution assumption: employee only about $729,885 at 4% or $486,590 at 6%; with 50% employer match about $486,590 at 4% or $324,393 at 6%; with 100% employer match about $364,943 at 4% or $243,295 at 6%.
Joel Isaacson & Co. Retirement Plan-41$14,623,988$1,197,012$29,195iApproximate average salary by contribution assumption: employee only about $729,885 at 4% or $486,590 at 6%; with 50% employer match about $486,590 at 4% or $324,393 at 6%; with 100% employer match about $364,943 at 4% or $243,295 at 6%.