Civic Intelligence

S. Siegel & Associates Ltd.

Plan context: S. Siegel & Associates Ltd. Profit Sharing Plan and Trust

EIN 36-3551580 • 39 filings • 9 plans

Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$3,169,463

2019 Contributions

$14,662

Historical Graphs

Total Assets Over Time

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

$5,658,740$2,829,370$0200420122018YearValue
$3,169,463Latest year 2018

Participants Over Time

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

320200020092018YearValue
2Latest year 2018

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
201920$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-----
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-----
201822$3,169,463$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-2$2,424,288--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-2$745,175--
201722$3,594,833$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-2$2,768,129--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-2$826,704--
201622$4,075,095$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-2$3,142,313--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-2$932,782--
201523$3,449,603$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-2$2,522,852--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$926,751--
201423$3,343,094$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$2,558,679--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$784,415--
201322$2,863,106$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-2$2,168,101--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-2$695,005--
201223$3,185,630$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$2,416,968--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$768,662--
201123$2,333,571$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$1,752,395--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$581,176--
201023$1,838,034$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$1,371,266--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$466,768--
200923$1,810,719$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$1,352,319--
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$458,400--
200823$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3---
200723$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3---
200623$5,219,896$14,662$4,887iApproximate average salary by contribution assumption: employee only about $122,183 at 4% or $81,456 at 6%; with 50% employer match about $81,456 at 4% or $54,304 at 6%; with 100% employer match about $61,092 at 4% or $40,728 at 6%.
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$4,015,914$14,662$4,887iApproximate average salary by contribution assumption: employee only about $122,183 at 4% or $81,456 at 6%; with 50% employer match about $81,456 at 4% or $54,304 at 6%; with 100% employer match about $61,092 at 4% or $40,728 at 6%.
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$1,203,982--
200523$5,658,740$18,064$6,021iApproximate average salary by contribution assumption: employee only about $150,533 at 4% or $100,356 at 6%; with 50% employer match about $100,356 at 4% or $66,904 at 6%; with 100% employer match about $75,267 at 4% or $50,178 at 6%.
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$4,358,722$18,064$6,021iApproximate average salary by contribution assumption: employee only about $150,533 at 4% or $100,356 at 6%; with 50% employer match about $100,356 at 4% or $66,904 at 6%; with 100% employer match about $75,267 at 4% or $50,178 at 6%.
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$1,300,018--
200423$5,530,448$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3$4,232,572$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3$1,297,876--
200323$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3---
200213$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
200123$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3---
200023$0$0-
S. Siegel & Associates Ltd. Profit Sharing Plan and Trust-3---
S. Siegel & Associates Ltd. Employee Stock Ownership Plan and Trust-3---