Michaelson Associaes LLC
Plan context: MICHAELSON ASSOCIATES LLC RETIREMENT PLAN
EIN 32-0283126 • New York, NY • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,966,520
2024 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $2,966,520 | $0 | - |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $2,966,520 | $0 | - |
| 2023 | 1 | 2 | $3,079,351 | $0 | - |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $3,079,351 | $0 | - |
| 2022 | 1 | 2 | $3,100,018 | $0 | - |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $3,100,018 | - | - |
| 2021 | 1 | 2 | $3,506,555 | $0 | - |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $3,506,555 | - | - |
| 2020 | 1 | 2 | $3,118,599 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $3,118,599 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2019 | 1 | 3 | $2,942,178 | $664,569 | $221,523iApproximate average salary by contribution assumption: employee only about $5,538,075 at 4% or $3,692,050 at 6%; with 50% employer match about $3,692,050 at 4% or $2,461,367 at 6%; with 100% employer match about $2,769,038 at 4% or $1,846,025 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 3 | $2,942,178 | $664,569 | $221,523iApproximate average salary by contribution assumption: employee only about $5,538,075 at 4% or $3,692,050 at 6%; with 50% employer match about $3,692,050 at 4% or $2,461,367 at 6%; with 100% employer match about $2,769,038 at 4% or $1,846,025 at 6%. |
| 2018 | 1 | 2 | $1,947,278 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $1,947,278 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| 2017 | 1 | 2 | $1,771,306 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $1,771,306 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2016 | 1 | 2 | $1,413,660 | $116,429 | $58,215iApproximate average salary by contribution assumption: employee only about $1,455,363 at 4% or $970,242 at 6%; with 50% employer match about $970,242 at 4% or $646,828 at 6%; with 100% employer match about $727,681 at 4% or $485,121 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $1,413,660 | $116,429 | $58,215iApproximate average salary by contribution assumption: employee only about $1,455,363 at 4% or $970,242 at 6%; with 50% employer match about $970,242 at 4% or $646,828 at 6%; with 100% employer match about $727,681 at 4% or $485,121 at 6%. |
| 2015 | 2 | 2 | $1,475,350 | $266,429 | $133,215iApproximate average salary by contribution assumption: employee only about $3,330,363 at 4% or $2,220,242 at 6%; with 50% employer match about $2,220,242 at 4% or $1,480,161 at 6%; with 100% employer match about $1,665,181 at 4% or $1,110,121 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $1,263,645 | $266,429 | $133,215iApproximate average salary by contribution assumption: employee only about $3,330,363 at 4% or $2,220,242 at 6%; with 50% employer match about $2,220,242 at 4% or $1,480,161 at 6%; with 100% employer match about $1,665,181 at 4% or $1,110,121 at 6%. |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $211,705 | $0 | - |
| 2014 | 2 | 2 | $1,187,737 | $126,624 | $63,312iApproximate average salary by contribution assumption: employee only about $1,582,800 at 4% or $1,055,200 at 6%; with 50% employer match about $1,055,200 at 4% or $703,467 at 6%; with 100% employer match about $791,400 at 4% or $527,600 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $973,962 | $126,624 | $63,312iApproximate average salary by contribution assumption: employee only about $1,582,800 at 4% or $1,055,200 at 6%; with 50% employer match about $1,055,200 at 4% or $703,467 at 6%; with 100% employer match about $791,400 at 4% or $527,600 at 6%. |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $213,775 | - | - |
| 2013 | 2 | 2 | $1,048,126 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $832,342 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $215,784 | - | - |
| 2012 | 2 | 2 | $799,192 | $100,000 | $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%. |
| MICHAELSON ASSOCIATES LLC RETIREMENT PLAN | - | 2 | $614,323 | $100,000 | $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%. |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $184,869 | - | - |
| 2011 | 1 | 2 | $176,732 | $0 | - |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $176,732 | $0 | - |
| 2010 | 1 | 2 | $210,687 | $0 | - |
| Michaelson Associates LLC Profit Sharing Plan | - | 2 | $210,687 | $0 | - |
| 2009 | 1 | 1 | $198,236 | $18,031 | $18,031iApproximate average salary by contribution assumption: employee only about $450,775 at 4% or $300,517 at 6%; with 50% employer match about $300,517 at 4% or $200,344 at 6%; with 100% employer match about $225,388 at 4% or $150,258 at 6%. |
| Michaelson Associates LLC Profit Sharing Plan | - | 1 | $198,236 | $18,031 | $18,031iApproximate average salary by contribution assumption: employee only about $450,775 at 4% or $300,517 at 6%; with 50% employer match about $300,517 at 4% or $200,344 at 6%; with 100% employer match about $225,388 at 4% or $150,258 at 6%. |