Civic Intelligence

Veronis Suhler Stevenson Partners LLC

Plan context: Veronis Suhler Stevenson Retirement Trust

EIN 30-0002059 • New York, NY • 24 filings • 3 plans

55 East 52nd Street33rd FloorNew York, NY 10055
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$13,697,526

2024 Contributions

$1,125,413

Historical Graphs

Total Assets Over Time

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

$15,839,936$7,919,968$0200220132024YearValue
$13,697,526Latest year 2024

Participants Over Time

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

81410200220132024YearValue
29Latest 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
2024129$13,697,526$1,125,413$38,807iApproximate average salary by contribution assumption: employee only about $970,184 at 4% or $646,789 at 6%; with 50% employer match about $646,789 at 4% or $431,193 at 6%; with 100% employer match about $485,092 at 4% or $323,395 at 6%.
Veronis Suhler Stevenson Retirement Trust-29$13,697,526$1,125,413$38,807iApproximate average salary by contribution assumption: employee only about $970,184 at 4% or $646,789 at 6%; with 50% employer match about $646,789 at 4% or $431,193 at 6%; with 100% employer match about $485,092 at 4% or $323,395 at 6%.
2023128$12,521,832$645,410$23,050iApproximate average salary by contribution assumption: employee only about $576,259 at 4% or $384,173 at 6%; with 50% employer match about $384,173 at 4% or $256,115 at 6%; with 100% employer match about $288,129 at 4% or $192,086 at 6%.
Veronis Suhler Stevenson Retirement Trust-28$12,521,832$645,410$23,050iApproximate average salary by contribution assumption: employee only about $576,259 at 4% or $384,173 at 6%; with 50% employer match about $384,173 at 4% or $256,115 at 6%; with 100% employer match about $288,129 at 4% or $192,086 at 6%.
2022123$10,178,497$570,200$24,791iApproximate average salary by contribution assumption: employee only about $619,783 at 4% or $413,188 at 6%; with 50% employer match about $413,188 at 4% or $275,459 at 6%; with 100% employer match about $309,891 at 4% or $206,594 at 6%.
Veronis Suhler Stevenson Retirement Trust-23$10,178,497$570,200$24,791iApproximate average salary by contribution assumption: employee only about $619,783 at 4% or $413,188 at 6%; with 50% employer match about $413,188 at 4% or $275,459 at 6%; with 100% employer match about $309,891 at 4% or $206,594 at 6%.
2021122$15,066,435$482,219$21,919iApproximate average salary by contribution assumption: employee only about $547,976 at 4% or $365,317 at 6%; with 50% employer match about $365,317 at 4% or $243,545 at 6%; with 100% employer match about $273,988 at 4% or $182,659 at 6%.
Veronis Suhler Stevenson Retirement Trust-22$15,066,435$482,219$21,919iApproximate average salary by contribution assumption: employee only about $547,976 at 4% or $365,317 at 6%; with 50% employer match about $365,317 at 4% or $243,545 at 6%; with 100% employer match about $273,988 at 4% or $182,659 at 6%.
2020122$12,502,714$489,221$22,237iApproximate average salary by contribution assumption: employee only about $555,933 at 4% or $370,622 at 6%; with 50% employer match about $370,622 at 4% or $247,081 at 6%; with 100% employer match about $277,966 at 4% or $185,311 at 6%.
Veronis Suhler Stevenson Retirement Trust-22$12,502,714$489,221$22,237iApproximate average salary by contribution assumption: employee only about $555,933 at 4% or $370,622 at 6%; with 50% employer match about $370,622 at 4% or $247,081 at 6%; with 100% employer match about $277,966 at 4% or $185,311 at 6%.
2019124$10,171,975$454,902$18,954iApproximate average salary by contribution assumption: employee only about $473,856 at 4% or $315,904 at 6%; with 50% employer match about $315,904 at 4% or $210,603 at 6%; with 100% employer match about $236,928 at 4% or $157,952 at 6%.
Veronis Suhler Stevenson Retirement Trust-24$10,171,975$454,902$18,954iApproximate average salary by contribution assumption: employee only about $473,856 at 4% or $315,904 at 6%; with 50% employer match about $315,904 at 4% or $210,603 at 6%; with 100% employer match about $236,928 at 4% or $157,952 at 6%.
2018122$8,934,429$409,809$18,628iApproximate average salary by contribution assumption: employee only about $465,692 at 4% or $310,461 at 6%; with 50% employer match about $310,461 at 4% or $206,974 at 6%; with 100% employer match about $232,846 at 4% or $155,231 at 6%.
Veronis Suhler Stevenson Retirement Trust-22$8,934,429$409,809$18,628iApproximate average salary by contribution assumption: employee only about $465,692 at 4% or $310,461 at 6%; with 50% employer match about $310,461 at 4% or $206,974 at 6%; with 100% employer match about $232,846 at 4% or $155,231 at 6%.
2017120$9,628,313$304,021$15,201iApproximate average salary by contribution assumption: employee only about $380,026 at 4% or $253,351 at 6%; with 50% employer match about $253,351 at 4% or $168,901 at 6%; with 100% employer match about $190,013 at 4% or $126,675 at 6%.
Veronis Suhler Stevenson Retirement Trust-20$9,628,313$304,021$15,201iApproximate average salary by contribution assumption: employee only about $380,026 at 4% or $253,351 at 6%; with 50% employer match about $253,351 at 4% or $168,901 at 6%; with 100% employer match about $190,013 at 4% or $126,675 at 6%.
2016121$8,221,202$309,671$14,746iApproximate average salary by contribution assumption: employee only about $368,656 at 4% or $245,771 at 6%; with 50% employer match about $245,771 at 4% or $163,847 at 6%; with 100% employer match about $184,328 at 4% or $122,885 at 6%.
Veronis Suhler Stevenson Retirement Trust-21$8,221,202$309,671$14,746iApproximate average salary by contribution assumption: employee only about $368,656 at 4% or $245,771 at 6%; with 50% employer match about $245,771 at 4% or $163,847 at 6%; with 100% employer match about $184,328 at 4% or $122,885 at 6%.
2015121$8,872,862$422,275$20,108iApproximate average salary by contribution assumption: employee only about $502,708 at 4% or $335,139 at 6%; with 50% employer match about $335,139 at 4% or $223,426 at 6%; with 100% employer match about $251,354 at 4% or $167,569 at 6%.
Veronis Suhler Stevenson Retirement Trust-21$8,872,862$422,275$20,108iApproximate average salary by contribution assumption: employee only about $502,708 at 4% or $335,139 at 6%; with 50% employer match about $335,139 at 4% or $223,426 at 6%; with 100% employer match about $251,354 at 4% or $167,569 at 6%.
2014125$8,625,969$309,047$12,362iApproximate average salary by contribution assumption: employee only about $309,047 at 4% or $206,031 at 6%; with 50% employer match about $206,031 at 4% or $137,354 at 6%; with 100% employer match about $154,524 at 4% or $103,016 at 6%.
Veronis Suhler Stevenson Retirement Trust-25$8,625,969$309,047$12,362iApproximate average salary by contribution assumption: employee only about $309,047 at 4% or $206,031 at 6%; with 50% employer match about $206,031 at 4% or $137,354 at 6%; with 100% employer match about $154,524 at 4% or $103,016 at 6%.
2013124$7,849,132$490,726$20,447iApproximate average salary by contribution assumption: employee only about $511,173 at 4% or $340,782 at 6%; with 50% employer match about $340,782 at 4% or $227,188 at 6%; with 100% employer match about $255,586 at 4% or $170,391 at 6%.
Veronis Suhler Stevenson Retirement Trust-24$7,849,132$490,726$20,447iApproximate average salary by contribution assumption: employee only about $511,173 at 4% or $340,782 at 6%; with 50% employer match about $340,782 at 4% or $227,188 at 6%; with 100% employer match about $255,586 at 4% or $170,391 at 6%.
2012132$8,922,023$561,152$17,536iApproximate average salary by contribution assumption: employee only about $438,400 at 4% or $292,267 at 6%; with 50% employer match about $292,267 at 4% or $194,844 at 6%; with 100% employer match about $219,200 at 4% or $146,133 at 6%.
Veronis Suhler Stevenson Retirement Trust-32$8,922,023$561,152$17,536iApproximate average salary by contribution assumption: employee only about $438,400 at 4% or $292,267 at 6%; with 50% employer match about $292,267 at 4% or $194,844 at 6%; with 100% employer match about $219,200 at 4% or $146,133 at 6%.
2011239$15,839,936$1,052,154$26,978iApproximate average salary by contribution assumption: employee only about $674,458 at 4% or $449,638 at 6%; with 50% employer match about $449,638 at 4% or $299,759 at 6%; with 100% employer match about $337,229 at 4% or $224,819 at 6%.
Veronis Suhler Stevenson Retirement Trust-39$7,919,968$526,077$13,489iApproximate average salary by contribution assumption: employee only about $337,229 at 4% or $224,819 at 6%; with 50% employer match about $224,819 at 4% or $149,879 at 6%; with 100% employer match about $168,614 at 4% or $112,410 at 6%.
Veronis Suhler Stevenson Retirement Trust-39$7,919,968$526,077$13,489iApproximate average salary by contribution assumption: employee only about $337,229 at 4% or $224,819 at 6%; with 50% employer match about $224,819 at 4% or $149,879 at 6%; with 100% employer match about $168,614 at 4% or $112,410 at 6%.
2010166$8,185,296$761,086$11,532iApproximate average salary by contribution assumption: employee only about $288,290 at 4% or $192,193 at 6%; with 50% employer match about $192,193 at 4% or $128,129 at 6%; with 100% employer match about $144,145 at 4% or $96,097 at 6%.
Veronis Suhler Stevenson Retirement Trust-66$8,185,296$761,086$11,532iApproximate average salary by contribution assumption: employee only about $288,290 at 4% or $192,193 at 6%; with 50% employer match about $192,193 at 4% or $128,129 at 6%; with 100% employer match about $144,145 at 4% or $96,097 at 6%.
2009147$8,953,527$832,266$17,708iApproximate average salary by contribution assumption: employee only about $442,695 at 4% or $295,130 at 6%; with 50% employer match about $295,130 at 4% or $196,753 at 6%; with 100% employer match about $221,347 at 4% or $147,565 at 6%.
Veronis Suhler Stevenson Retirement Trust-47$8,953,527$832,266$17,708iApproximate average salary by contribution assumption: employee only about $442,695 at 4% or $295,130 at 6%; with 50% employer match about $295,130 at 4% or $196,753 at 6%; with 100% employer match about $221,347 at 4% or $147,565 at 6%.
2008156$6,895,497$905,354$16,167iApproximate average salary by contribution assumption: employee only about $404,176 at 4% or $269,451 at 6%; with 50% employer match about $269,451 at 4% or $179,634 at 6%; with 100% employer match about $202,088 at 4% or $134,725 at 6%.
Veronis Suhler Stevenson Retirement Trust-56$6,895,497$905,354$16,167iApproximate average salary by contribution assumption: employee only about $404,176 at 4% or $269,451 at 6%; with 50% employer match about $269,451 at 4% or $179,634 at 6%; with 100% employer match about $202,088 at 4% or $134,725 at 6%.
2007156$9,654,624$752,358$13,435iApproximate average salary by contribution assumption: employee only about $335,874 at 4% or $223,916 at 6%; with 50% employer match about $223,916 at 4% or $149,277 at 6%; with 100% employer match about $167,937 at 4% or $111,958 at 6%.
Veronis Suhler Stevenson Retirement Trust-56$9,654,624$752,358$13,435iApproximate average salary by contribution assumption: employee only about $335,874 at 4% or $223,916 at 6%; with 50% employer match about $223,916 at 4% or $149,277 at 6%; with 100% employer match about $167,937 at 4% or $111,958 at 6%.
2006154$8,554,835$810,485$15,009iApproximate average salary by contribution assumption: employee only about $375,225 at 4% or $250,150 at 6%; with 50% employer match about $250,150 at 4% or $166,766 at 6%; with 100% employer match about $187,612 at 4% or $125,075 at 6%.
Veronis Suhler Stevenson Retirement Trust-54$8,554,835$810,485$15,009iApproximate average salary by contribution assumption: employee only about $375,225 at 4% or $250,150 at 6%; with 50% employer match about $250,150 at 4% or $166,766 at 6%; with 100% employer match about $187,612 at 4% or $125,075 at 6%.
2005160$7,296,114$791,978$13,200iApproximate average salary by contribution assumption: employee only about $329,991 at 4% or $219,994 at 6%; with 50% employer match about $219,994 at 4% or $146,663 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
Veronis Suhler Stevenson Retirement Trust-60$7,296,114$791,978$13,200iApproximate average salary by contribution assumption: employee only about $329,991 at 4% or $219,994 at 6%; with 50% employer match about $219,994 at 4% or $146,663 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
2004167$6,493,644$828,675$12,368iApproximate average salary by contribution assumption: employee only about $309,207 at 4% or $206,138 at 6%; with 50% employer match about $206,138 at 4% or $137,425 at 6%; with 100% employer match about $154,604 at 4% or $103,069 at 6%.
Veronis Suhler Stevenson Retirement Trust-67$6,493,644$828,675$12,368iApproximate average salary by contribution assumption: employee only about $309,207 at 4% or $206,138 at 6%; with 50% employer match about $206,138 at 4% or $137,425 at 6%; with 100% employer match about $154,604 at 4% or $103,069 at 6%.
2003181$5,573,802$861,995$10,642iApproximate average salary by contribution assumption: employee only about $266,048 at 4% or $177,365 at 6%; with 50% employer match about $177,365 at 4% or $118,243 at 6%; with 100% employer match about $133,024 at 4% or $88,683 at 6%.
Veronis Suhler Stevenson Retirement Trust-81$5,573,802$861,995$10,642iApproximate average salary by contribution assumption: employee only about $266,048 at 4% or $177,365 at 6%; with 50% employer match about $177,365 at 4% or $118,243 at 6%; with 100% employer match about $133,024 at 4% or $88,683 at 6%.
2002176$4,273,099$497,191$6,542iApproximate average salary by contribution assumption: employee only about $163,550 at 4% or $109,033 at 6%; with 50% employer match about $109,033 at 4% or $72,689 at 6%; with 100% employer match about $81,775 at 4% or $54,517 at 6%.
Veronis Suhler Stevenson Retirement Trust-76$4,273,099$497,191$6,542iApproximate average salary by contribution assumption: employee only about $163,550 at 4% or $109,033 at 6%; with 50% employer match about $109,033 at 4% or $72,689 at 6%; with 100% employer match about $81,775 at 4% or $54,517 at 6%.