Civic Intelligence

The Terri & Sandy Solution LLC

Plan context: THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN

EIN 27-1803918 • New York, NY • 24 filings • 2 plans

33 E 33rd St, Suite 807New York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$11,384,179

2024 Contributions

$551,041

Historical Graphs

Total Assets Over Time

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

$11,384,179$5,692,090$0201020182024YearValue
$11,384,179Latest year 2024

Participants Over Time

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

89450201020182024YearValue
87Latest 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
2024287$11,384,179$551,041$6,334iApproximate average salary by contribution assumption: employee only about $158,345 at 4% or $105,563 at 6%; with 50% employer match about $105,563 at 4% or $70,376 at 6%; with 100% employer match about $79,173 at 4% or $52,782 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-20$7,425,386$150,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Terri & Sandy Solution Profit Sharing Plan-87$3,958,793$401,041$4,610iApproximate average salary by contribution assumption: employee only about $115,242 at 4% or $76,828 at 6%; with 50% employer match about $76,828 at 4% or $51,219 at 6%; with 100% employer match about $57,621 at 4% or $38,414 at 6%.
2023289$10,122,271$970,665$10,906iApproximate average salary by contribution assumption: employee only about $272,659 at 4% or $181,772 at 6%; with 50% employer match about $181,772 at 4% or $121,182 at 6%; with 100% employer match about $136,329 at 4% or $90,886 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-18$6,658,482$400,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
Terri & Sandy Solution Profit Sharing Plan-89$3,463,789$570,665$6,412iApproximate average salary by contribution assumption: employee only about $160,299 at 4% or $106,866 at 6%; with 50% employer match about $106,866 at 4% or $71,244 at 6%; with 100% employer match about $80,150 at 4% or $53,433 at 6%.
2022289$8,235,390$890,356$10,004iApproximate average salary by contribution assumption: employee only about $250,100 at 4% or $166,733 at 6%; with 50% employer match about $166,733 at 4% or $111,156 at 6%; with 100% employer match about $125,050 at 4% or $83,367 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-20$5,542,893$300,000$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%.
Terri & Sandy Solution Profit Sharing Plan-89$2,692,497$590,356$6,633iApproximate average salary by contribution assumption: employee only about $165,830 at 4% or $110,554 at 6%; with 50% employer match about $110,554 at 4% or $73,702 at 6%; with 100% employer match about $82,915 at 4% or $55,277 at 6%.
2021285$8,345,133$1,161,654$13,667iApproximate average salary by contribution assumption: employee only about $341,663 at 4% or $227,775 at 6%; with 50% employer match about $227,775 at 4% or $151,850 at 6%; with 100% employer match about $170,831 at 4% or $113,888 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-18$5,905,661$600,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Terri & Sandy Solution Profit Sharing Plan-85$2,439,472$561,654$6,608iApproximate average salary by contribution assumption: employee only about $165,192 at 4% or $110,128 at 6%; with 50% employer match about $110,128 at 4% or $73,419 at 6%; with 100% employer match about $82,596 at 4% or $55,064 at 6%.
2020267$6,316,648$586,105$8,748iApproximate average salary by contribution assumption: employee only about $218,696 at 4% or $145,797 at 6%; with 50% employer match about $145,797 at 4% or $97,198 at 6%; with 100% employer match about $109,348 at 4% or $72,899 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-17$4,715,106$200,000$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
Terri & Sandy Solution Profit Sharing Plan-67$1,601,542$386,105$5,763iApproximate average salary by contribution assumption: employee only about $144,069 at 4% or $96,046 at 6%; with 50% employer match about $96,046 at 4% or $64,031 at 6%; with 100% employer match about $72,035 at 4% or $48,023 at 6%.
2019256$4,799,524$653,311$11,666iApproximate average salary by contribution assumption: employee only about $291,657 at 4% or $194,438 at 6%; with 50% employer match about $194,438 at 4% or $129,625 at 6%; with 100% employer match about $145,828 at 4% or $97,219 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-21$4,099,331$300,000$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%.
Terri & Sandy Solution Profit Sharing Plan-56$700,193$353,311$6,309iApproximate average salary by contribution assumption: employee only about $157,728 at 4% or $105,152 at 6%; with 50% employer match about $105,152 at 4% or $70,101 at 6%; with 100% employer match about $78,864 at 4% or $52,576 at 6%.
2018246$3,858,834$578,293$12,572iApproximate average salary by contribution assumption: employee only about $314,290 at 4% or $209,526 at 6%; with 50% employer match about $209,526 at 4% or $139,684 at 6%; with 100% employer match about $157,145 at 4% or $104,763 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-15$3,164,574$274,050$18,270iApproximate average salary by contribution assumption: employee only about $456,750 at 4% or $304,500 at 6%; with 50% employer match about $304,500 at 4% or $203,000 at 6%; with 100% employer match about $228,375 at 4% or $152,250 at 6%.
Terri & Sandy Solution Profit Sharing Plan-46$694,260$304,243$6,614iApproximate average salary by contribution assumption: employee only about $165,349 at 4% or $110,233 at 6%; with 50% employer match about $110,233 at 4% or $73,489 at 6%; with 100% employer match about $82,675 at 4% or $55,116 at 6%.
2017226$3,503,431$63,989$2,461iApproximate average salary by contribution assumption: employee only about $61,528 at 4% or $41,019 at 6%; with 50% employer match about $41,019 at 4% or $27,346 at 6%; with 100% employer match about $30,764 at 4% or $20,509 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-8$3,142,947$0-
Terri & Sandy Solution Profit Sharing Plan-26$360,484$63,989$2,461iApproximate average salary by contribution assumption: employee only about $61,528 at 4% or $41,019 at 6%; with 50% employer match about $41,019 at 4% or $27,346 at 6%; with 100% employer match about $30,764 at 4% or $20,509 at 6%.
2016220$2,887,975$417,397$20,870iApproximate average salary by contribution assumption: employee only about $521,746 at 4% or $347,831 at 6%; with 50% employer match about $347,831 at 4% or $231,887 at 6%; with 100% employer match about $260,873 at 4% or $173,915 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-6$2,622,909$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Terri & Sandy Solution Profit Sharing Plan-20$265,066$167,397$8,370iApproximate average salary by contribution assumption: employee only about $209,246 at 4% or $139,498 at 6%; with 50% employer match about $139,498 at 4% or $92,998 at 6%; with 100% employer match about $104,623 at 4% or $69,749 at 6%.
201529$2,355,322$331,046$36,783iApproximate average salary by contribution assumption: employee only about $919,572 at 4% or $613,048 at 6%; with 50% employer match about $613,048 at 4% or $408,699 at 6%; with 100% employer match about $459,786 at 4% or $306,524 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-8$2,236,021$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Terri & Sandy Solution Profit Sharing Plan-9$119,301$81,046$9,005iApproximate average salary by contribution assumption: employee only about $225,128 at 4% or $150,085 at 6%; with 50% employer match about $150,085 at 4% or $100,057 at 6%; with 100% employer match about $112,564 at 4% or $75,043 at 6%.
201429$1,605,016$352,035$39,115iApproximate average salary by contribution assumption: employee only about $977,875 at 4% or $651,917 at 6%; with 50% employer match about $651,917 at 4% or $434,611 at 6%; with 100% employer match about $488,938 at 4% or $325,958 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-9$1,550,055$297,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Terri & Sandy Solution Profit Sharing Plan-8$54,961$55,035$6,879iApproximate average salary by contribution assumption: employee only about $171,984 at 4% or $114,656 at 6%; with 50% employer match about $114,656 at 4% or $76,438 at 6%; with 100% employer match about $85,992 at 4% or $57,328 at 6%.
201112$559,986$295,000$147,500iApproximate average salary by contribution assumption: employee only about $3,687,500 at 4% or $2,458,333 at 6%; with 50% employer match about $2,458,333 at 4% or $1,638,889 at 6%; with 100% employer match about $1,843,750 at 4% or $1,229,167 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-2$559,986$295,000$147,500iApproximate average salary by contribution assumption: employee only about $3,687,500 at 4% or $2,458,333 at 6%; with 50% employer match about $2,458,333 at 4% or $1,638,889 at 6%; with 100% employer match about $1,843,750 at 4% or $1,229,167 at 6%.
201012$282,731$282,731$141,366iApproximate average salary by contribution assumption: employee only about $3,534,138 at 4% or $2,356,092 at 6%; with 50% employer match about $2,356,092 at 4% or $1,570,728 at 6%; with 100% employer match about $1,767,069 at 4% or $1,178,046 at 6%.
THE TERRI & SANDY SOLUTION DEFINED BENEFIT PLAN-2$282,731$282,731$141,366iApproximate average salary by contribution assumption: employee only about $3,534,138 at 4% or $2,356,092 at 6%; with 50% employer match about $2,356,092 at 4% or $1,570,728 at 6%; with 100% employer match about $1,767,069 at 4% or $1,178,046 at 6%.