Civic Intelligence

Robert Z. Feldstein PC.

Plan context: ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST

EIN 38-2028578 • 13 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$2,565,912

2005 Contributions

$106,577

Historical Graphs

Total Assets Over Time

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

$2,565,912$1,282,956$0199920032004YearValue
$2,565,912Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200510$0$0-
ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST-0---
200412$2,565,912$106,577$53,289iApproximate average salary by contribution assumption: employee only about $1,332,213 at 4% or $888,142 at 6%; with 50% employer match about $888,142 at 4% or $592,094 at 6%; with 100% employer match about $666,106 at 4% or $444,071 at 6%.
ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST-2$2,565,912$106,577$53,289iApproximate average salary by contribution assumption: employee only about $1,332,213 at 4% or $888,142 at 6%; with 50% employer match about $888,142 at 4% or $592,094 at 6%; with 100% employer match about $666,106 at 4% or $444,071 at 6%.
200312$2,285,703$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST-2$2,285,703$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200232$0$0-
ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST-2---
Robert Z. Feldstein PC. Pension Trust-0---
Robert Z. Feldstein PC. Profit Sharing Plan-0---
200132$0$0-
Robert Z. Feldstein PC. Profit Sharing Plan-2---
Robert Z. Feldstein PC. Pension Trust-2---
ROBERT Z. FELDSTEIN, P.C. DEFINED BENEFIT PLAN AND TRUST-2---
200022$1,742,488$36,278$18,139iApproximate average salary by contribution assumption: employee only about $453,475 at 4% or $302,317 at 6%; with 50% employer match about $302,317 at 4% or $201,544 at 6%; with 100% employer match about $226,738 at 4% or $151,158 at 6%.
Robert Z. Feldstein PC. Pension Trust-2$984,639$21,312$10,656iApproximate average salary by contribution assumption: employee only about $266,400 at 4% or $177,600 at 6%; with 50% employer match about $177,600 at 4% or $118,400 at 6%; with 100% employer match about $133,200 at 4% or $88,800 at 6%.
Robert Z. Feldstein PC. Profit Sharing Plan-2$757,849$14,966$7,483iApproximate average salary by contribution assumption: employee only about $187,075 at 4% or $124,717 at 6%; with 50% employer match about $124,717 at 4% or $83,144 at 6%; with 100% employer match about $93,538 at 4% or $62,358 at 6%.
199922$1,725,027$43,771$21,886iApproximate average salary by contribution assumption: employee only about $547,138 at 4% or $364,758 at 6%; with 50% employer match about $364,758 at 4% or $243,172 at 6%; with 100% employer match about $273,569 at 4% or $182,379 at 6%.
Robert Z. Feldstein PC. Pension Trust-2$973,307$24,394$12,197iApproximate average salary by contribution assumption: employee only about $304,925 at 4% or $203,283 at 6%; with 50% employer match about $203,283 at 4% or $135,522 at 6%; with 100% employer match about $152,463 at 4% or $101,642 at 6%.
Robert Z. Feldstein PC. Profit Sharing Plan-2$751,720$19,377$9,689iApproximate average salary by contribution assumption: employee only about $242,213 at 4% or $161,475 at 6%; with 50% employer match about $161,475 at 4% or $107,650 at 6%; with 100% employer match about $121,106 at 4% or $80,738 at 6%.