Civic Intelligence

SIEGEL STRATEGIES, LLC

Plan context: SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN

EIN 45-2671125 • New York, NY • 13 filings • 3 plans

270 Broadway - Apt 18CNew York, NY 10007
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,876,133

2025 Contributions

$21,000

Historical Graphs

Total Assets Over Time

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

$1,876,133$938,067$0201220182025YearValue
$1,876,133Latest year 2025

Participants Over Time

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

420201220182025YearValue
3Latest year 2025

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
202513$1,876,133$21,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN-3$1,876,133$21,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
202414$1,601,192$94,900$23,725iApproximate average salary by contribution assumption: employee only about $593,125 at 4% or $395,417 at 6%; with 50% employer match about $395,417 at 4% or $263,611 at 6%; with 100% employer match about $296,563 at 4% or $197,708 at 6%.
SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN-4$1,601,192$94,900$23,725iApproximate average salary by contribution assumption: employee only about $593,125 at 4% or $395,417 at 6%; with 50% employer match about $395,417 at 4% or $263,611 at 6%; with 100% employer match about $296,563 at 4% or $197,708 at 6%.
202314$1,235,804$92,100$23,025iApproximate average salary by contribution assumption: employee only about $575,625 at 4% or $383,750 at 6%; with 50% employer match about $383,750 at 4% or $255,833 at 6%; with 100% employer match about $287,813 at 4% or $191,875 at 6%.
SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN-4$1,235,804$92,100$23,025iApproximate average salary by contribution assumption: employee only about $575,625 at 4% or $383,750 at 6%; with 50% employer match about $383,750 at 4% or $255,833 at 6%; with 100% employer match about $287,813 at 4% or $191,875 at 6%.
202214$922,612$128,841$32,210iApproximate average salary by contribution assumption: employee only about $805,256 at 4% or $536,838 at 6%; with 50% employer match about $536,838 at 4% or $357,892 at 6%; with 100% employer match about $402,628 at 4% or $268,419 at 6%.
SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN-4$922,612$128,841$32,210iApproximate average salary by contribution assumption: employee only about $805,256 at 4% or $536,838 at 6%; with 50% employer match about $536,838 at 4% or $357,892 at 6%; with 100% employer match about $402,628 at 4% or $268,419 at 6%.
202114$1,012,688$33,300$8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,063 at 4% or $69,375 at 6%.
SIEGEL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN-4$1,012,688$33,300$8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,063 at 4% or $69,375 at 6%.
201912$578,004$2,954$1,477iApproximate average salary by contribution assumption: employee only about $36,925 at 4% or $24,617 at 6%; with 50% employer match about $24,617 at 4% or $16,411 at 6%; with 100% employer match about $18,463 at 4% or $12,308 at 6%.
SIEGEL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST-2$578,004$2,954$1,477iApproximate average salary by contribution assumption: employee only about $36,925 at 4% or $24,617 at 6%; with 50% employer match about $24,617 at 4% or $16,411 at 6%; with 100% employer match about $18,463 at 4% or $12,308 at 6%.
201813$473,067$94,009$31,336iApproximate average salary by contribution assumption: employee only about $783,408 at 4% or $522,272 at 6%; with 50% employer match about $522,272 at 4% or $348,181 at 6%; with 100% employer match about $391,704 at 4% or $261,136 at 6%.
SIEGEL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST-3$473,067$94,009$31,336iApproximate average salary by contribution assumption: employee only about $783,408 at 4% or $522,272 at 6%; with 50% employer match about $522,272 at 4% or $348,181 at 6%; with 100% employer match about $391,704 at 4% or $261,136 at 6%.
201713$417,169$90,300$30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%.
SIEGEL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST-3$417,169$90,300$30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%.
201612$261,142$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
SIEGEL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST-2$261,142$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201512$181,007$50,446$25,223iApproximate average salary by contribution assumption: employee only about $630,575 at 4% or $420,383 at 6%; with 50% employer match about $420,383 at 4% or $280,256 at 6%; with 100% employer match about $315,288 at 4% or $210,192 at 6%.
SIEGEL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST-2$181,007$50,446$25,223iApproximate average salary by contribution assumption: employee only about $630,575 at 4% or $420,383 at 6%; with 50% employer match about $420,383 at 4% or $280,256 at 6%; with 100% employer match about $315,288 at 4% or $210,192 at 6%.
201411$133,973$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
SIEGEL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST-1$133,973$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201311$78,562$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
SIEGEL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST-1$78,562$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
201211$17,246$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
SIEGEL STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST-1$17,246$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.