Civic Intelligence

Petrillo Klein Boxer LLP

Plan context: Petrillo Klein Boxer LLP Cash Balance Plan

EIN 27-1664542 • New York, NY • 32 filings • 3 plans

655 Third Avenue22nd FloorNew York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$8,739,332

2024 Contributions

$677,045

Historical Graphs

Total Assets Over Time

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

$8,739,332$4,369,666$0201420192024YearValue
$8,739,332Latest year 2024

Participants Over Time

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

1680201420192024YearValue
16Latest 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
2024316$8,739,332$677,045$42,315iApproximate average salary by contribution assumption: employee only about $1,057,883 at 4% or $705,255 at 6%; with 50% employer match about $705,255 at 4% or $470,170 at 6%; with 100% employer match about $528,941 at 4% or $352,628 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-11$4,923,095$345,000$31,364iApproximate average salary by contribution assumption: employee only about $784,091 at 4% or $522,727 at 6%; with 50% employer match about $522,727 at 4% or $348,485 at 6%; with 100% employer match about $392,045 at 4% or $261,364 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-8$2,667,974$205,229$25,654iApproximate average salary by contribution assumption: employee only about $641,341 at 4% or $427,560 at 6%; with 50% employer match about $427,560 at 4% or $285,040 at 6%; with 100% employer match about $320,670 at 4% or $213,780 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-16$1,148,263$126,816$7,926iApproximate average salary by contribution assumption: employee only about $198,150 at 4% or $132,100 at 6%; with 50% employer match about $132,100 at 4% or $88,067 at 6%; with 100% employer match about $99,075 at 4% or $66,050 at 6%.
2023314$7,037,238$688,127$49,152iApproximate average salary by contribution assumption: employee only about $1,228,798 at 4% or $819,199 at 6%; with 50% employer match about $819,199 at 4% or $546,133 at 6%; with 100% employer match about $614,399 at 4% or $409,599 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-9$3,949,254$450,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-8$2,218,238$170,627$21,328iApproximate average salary by contribution assumption: employee only about $533,209 at 4% or $355,473 at 6%; with 50% employer match about $355,473 at 4% or $236,982 at 6%; with 100% employer match about $266,605 at 4% or $177,736 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-14$869,746$67,500$4,821iApproximate average salary by contribution assumption: employee only about $120,536 at 4% or $80,357 at 6%; with 50% employer match about $80,357 at 4% or $53,571 at 6%; with 100% employer match about $60,268 at 4% or $40,179 at 6%.
2022314$5,321,407$560,928$40,066iApproximate average salary by contribution assumption: employee only about $1,001,657 at 4% or $667,771 at 6%; with 50% employer match about $667,771 at 4% or $445,181 at 6%; with 100% employer match about $500,829 at 4% or $333,886 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-7$2,900,184$330,000$47,143iApproximate average salary by contribution assumption: employee only about $1,178,571 at 4% or $785,714 at 6%; with 50% employer match about $785,714 at 4% or $523,810 at 6%; with 100% employer match about $589,286 at 4% or $392,857 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$1,772,201$155,598$22,228iApproximate average salary by contribution assumption: employee only about $555,707 at 4% or $370,471 at 6%; with 50% employer match about $370,471 at 4% or $246,981 at 6%; with 100% employer match about $277,854 at 4% or $185,236 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-14$649,022$75,330$5,381iApproximate average salary by contribution assumption: employee only about $134,518 at 4% or $89,679 at 6%; with 50% employer match about $89,679 at 4% or $59,786 at 6%; with 100% employer match about $67,259 at 4% or $44,839 at 6%.
2021311$5,814,936$505,072$45,916iApproximate average salary by contribution assumption: employee only about $1,147,891 at 4% or $765,261 at 6%; with 50% employer match about $765,261 at 4% or $510,174 at 6%; with 100% employer match about $573,945 at 4% or $382,630 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-10$3,167,911$267,000$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$1,976,594$219,072$31,296iApproximate average salary by contribution assumption: employee only about $782,400 at 4% or $521,600 at 6%; with 50% employer match about $521,600 at 4% or $347,733 at 6%; with 100% employer match about $391,200 at 4% or $260,800 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-11$670,431$19,000$1,727iApproximate average salary by contribution assumption: employee only about $43,182 at 4% or $28,788 at 6%; with 50% employer match about $28,788 at 4% or $19,192 at 6%; with 100% employer match about $21,591 at 4% or $14,394 at 6%.
2020310$4,616,856$458,652$45,865iApproximate average salary by contribution assumption: employee only about $1,146,630 at 4% or $764,420 at 6%; with 50% employer match about $764,420 at 4% or $509,613 at 6%; with 100% employer match about $573,315 at 4% or $382,210 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-10$2,514,933$195,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-8$1,547,148$206,953$25,869iApproximate average salary by contribution assumption: employee only about $646,728 at 4% or $431,152 at 6%; with 50% employer match about $431,152 at 4% or $287,435 at 6%; with 100% employer match about $323,364 at 4% or $215,576 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-10$554,775$56,699$5,670iApproximate average salary by contribution assumption: employee only about $141,748 at 4% or $94,498 at 6%; with 50% employer match about $94,498 at 4% or $62,999 at 6%; with 100% employer match about $70,874 at 4% or $47,249 at 6%.
201939$3,415,704$586,713$65,190iApproximate average salary by contribution assumption: employee only about $1,629,758 at 4% or $1,086,506 at 6%; with 50% employer match about $1,086,506 at 4% or $724,337 at 6%; with 100% employer match about $814,879 at 4% or $543,253 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-9$1,885,053$276,596$30,733iApproximate average salary by contribution assumption: employee only about $768,322 at 4% or $512,215 at 6%; with 50% employer match about $512,215 at 4% or $341,477 at 6%; with 100% employer match about $384,161 at 4% or $256,107 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$1,126,370$195,904$27,986iApproximate average salary by contribution assumption: employee only about $699,657 at 4% or $466,438 at 6%; with 50% employer match about $466,438 at 4% or $310,959 at 6%; with 100% employer match about $349,829 at 4% or $233,219 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-9$404,281$114,213$12,690iApproximate average salary by contribution assumption: employee only about $317,258 at 4% or $211,506 at 6%; with 50% employer match about $211,506 at 4% or $141,004 at 6%; with 100% employer match about $158,629 at 4% or $105,753 at 6%.
201839$2,305,965$527,405$58,601iApproximate average salary by contribution assumption: employee only about $1,465,014 at 4% or $976,676 at 6%; with 50% employer match about $976,676 at 4% or $651,117 at 6%; with 100% employer match about $732,507 at 4% or $488,338 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-8$1,326,175$270,198$33,775iApproximate average salary by contribution assumption: employee only about $844,369 at 4% or $562,913 at 6%; with 50% employer match about $562,913 at 4% or $375,275 at 6%; with 100% employer match about $422,184 at 4% or $281,456 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$760,052$133,615$19,088iApproximate average salary by contribution assumption: employee only about $477,196 at 4% or $318,131 at 6%; with 50% employer match about $318,131 at 4% or $212,087 at 6%; with 100% employer match about $238,598 at 4% or $159,065 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-9$219,738$123,592$13,732iApproximate average salary by contribution assumption: employee only about $343,311 at 4% or $228,874 at 6%; with 50% employer match about $228,874 at 4% or $152,583 at 6%; with 100% employer match about $171,656 at 4% or $114,437 at 6%.
201739$1,940,815$482,654$53,628iApproximate average salary by contribution assumption: employee only about $1,340,706 at 4% or $893,804 at 6%; with 50% employer match about $893,804 at 4% or $595,869 at 6%; with 100% employer match about $670,353 at 4% or $446,902 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-7$1,103,402$203,400$29,057iApproximate average salary by contribution assumption: employee only about $726,429 at 4% or $484,286 at 6%; with 50% employer match about $484,286 at 4% or $322,857 at 6%; with 100% employer match about $363,214 at 4% or $242,143 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$674,539$178,471$25,496iApproximate average salary by contribution assumption: employee only about $637,396 at 4% or $424,931 at 6%; with 50% employer match about $424,931 at 4% or $283,287 at 6%; with 100% employer match about $318,698 at 4% or $212,465 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-9$162,874$100,783$11,198iApproximate average salary by contribution assumption: employee only about $279,953 at 4% or $186,635 at 6%; with 50% employer match about $186,635 at 4% or $124,423 at 6%; with 100% employer match about $139,976 at 4% or $93,318 at 6%.
201637$1,264,852$450,693$64,385iApproximate average salary by contribution assumption: employee only about $1,609,618 at 4% or $1,073,079 at 6%; with 50% employer match about $1,073,079 at 4% or $715,386 at 6%; with 100% employer match about $804,809 at 4% or $536,539 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-6$779,742$246,971$41,162iApproximate average salary by contribution assumption: employee only about $1,029,046 at 4% or $686,031 at 6%; with 50% employer match about $686,031 at 4% or $457,354 at 6%; with 100% employer match about $514,523 at 4% or $343,015 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-7$440,000$180,872$25,839iApproximate average salary by contribution assumption: employee only about $645,971 at 4% or $430,648 at 6%; with 50% employer match about $430,648 at 4% or $287,098 at 6%; with 100% employer match about $322,986 at 4% or $215,324 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-4$45,110$22,850$5,713iApproximate average salary by contribution assumption: employee only about $142,813 at 4% or $95,208 at 6%; with 50% employer match about $95,208 at 4% or $63,472 at 6%; with 100% employer match about $71,406 at 4% or $47,604 at 6%.
201535$741,830$395,576$79,115iApproximate average salary by contribution assumption: employee only about $1,977,880 at 4% or $1,318,587 at 6%; with 50% employer match about $1,318,587 at 4% or $879,058 at 6%; with 100% employer match about $988,940 at 4% or $659,293 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-5$484,788$241,514$48,303iApproximate average salary by contribution assumption: employee only about $1,207,570 at 4% or $805,047 at 6%; with 50% employer match about $805,047 at 4% or $536,698 at 6%; with 100% employer match about $603,785 at 4% or $402,523 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-5$237,462$127,249$25,450iApproximate average salary by contribution assumption: employee only about $636,245 at 4% or $424,163 at 6%; with 50% employer match about $424,163 at 4% or $282,776 at 6%; with 100% employer match about $318,123 at 4% or $212,082 at 6%.
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN-3$19,580$26,813$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,307 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
201425$356,082$356,082$71,216iApproximate average salary by contribution assumption: employee only about $1,780,410 at 4% or $1,186,940 at 6%; with 50% employer match about $1,186,940 at 4% or $791,293 at 6%; with 100% employer match about $890,205 at 4% or $593,470 at 6%.
Petrillo Klein Boxer LLP Cash Balance Plan-5$240,968$240,968$48,194iApproximate average salary by contribution assumption: employee only about $1,204,840 at 4% or $803,227 at 6%; with 50% employer match about $803,227 at 4% or $535,484 at 6%; with 100% employer match about $602,420 at 4% or $401,613 at 6%.
PETRILLO KLEIN BOXER LLP 401(K) PLAN-5$115,114$115,114$23,023iApproximate average salary by contribution assumption: employee only about $575,570 at 4% or $383,713 at 6%; with 50% employer match about $383,713 at 4% or $255,809 at 6%; with 100% employer match about $287,785 at 4% or $191,857 at 6%.