Civic Intelligence

Siegel & Coonerty LLP

Plan context: Siegel & Coonerty LLP 401(K) Profit Sharing Plan

EIN 45-3055511 • New York, NY • 22 filings • 3 plans

419 Park Ave So. 7th Fl.New York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$7,083,029

2024 Contributions

$455,030

Historical Graphs

Total Assets Over Time

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

$7,083,029$3,541,515$0201120182024YearValue
$7,083,029Latest year 2024

Participants Over Time

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

26130201120182024YearValue
26Latest 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
2024226$7,083,029$455,030$17,501iApproximate average salary by contribution assumption: employee only about $437,529 at 4% or $291,686 at 6%; with 50% employer match about $291,686 at 4% or $194,457 at 6%; with 100% employer match about $218,764 at 4% or $145,843 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-26$5,119,986$279,030$10,732iApproximate average salary by contribution assumption: employee only about $268,298 at 4% or $178,865 at 6%; with 50% employer match about $178,865 at 4% or $119,244 at 6%; with 100% employer match about $134,149 at 4% or $89,433 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-19$1,963,043$176,000$9,263iApproximate average salary by contribution assumption: employee only about $231,579 at 4% or $154,386 at 6%; with 50% employer match about $154,386 at 4% or $102,924 at 6%; with 100% employer match about $115,789 at 4% or $77,193 at 6%.
2023220$5,857,933$398,513$19,926iApproximate average salary by contribution assumption: employee only about $498,141 at 4% or $332,094 at 6%; with 50% employer match about $332,094 at 4% or $221,396 at 6%; with 100% employer match about $249,071 at 4% or $166,047 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-20$4,183,397$222,513$11,126iApproximate average salary by contribution assumption: employee only about $278,141 at 4% or $185,428 at 6%; with 50% employer match about $185,428 at 4% or $123,618 at 6%; with 100% employer match about $139,071 at 4% or $92,714 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-14$1,674,536$176,000$12,571iApproximate average salary by contribution assumption: employee only about $314,286 at 4% or $209,524 at 6%; with 50% employer match about $209,524 at 4% or $139,683 at 6%; with 100% employer match about $157,143 at 4% or $104,762 at 6%.
2022216$4,763,742$414,822$25,926iApproximate average salary by contribution assumption: employee only about $648,159 at 4% or $432,106 at 6%; with 50% employer match about $432,106 at 4% or $288,071 at 6%; with 100% employer match about $324,080 at 4% or $216,053 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-16$3,408,566$176,044$11,003iApproximate average salary by contribution assumption: employee only about $275,069 at 4% or $183,379 at 6%; with 50% employer match about $183,379 at 4% or $122,253 at 6%; with 100% employer match about $137,534 at 4% or $91,690 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-11$1,355,176$238,778$21,707iApproximate average salary by contribution assumption: employee only about $542,677 at 4% or $361,785 at 6%; with 50% employer match about $361,785 at 4% or $241,190 at 6%; with 100% employer match about $271,339 at 4% or $180,892 at 6%.
2021213$5,188,791$332,490$25,576iApproximate average salary by contribution assumption: employee only about $639,404 at 4% or $426,269 at 6%; with 50% employer match about $426,269 at 4% or $284,179 at 6%; with 100% employer match about $319,702 at 4% or $213,135 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-13$3,897,270$156,490$12,038iApproximate average salary by contribution assumption: employee only about $300,942 at 4% or $200,628 at 6%; with 50% employer match about $200,628 at 4% or $133,752 at 6%; with 100% employer match about $150,471 at 4% or $100,314 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-9$1,291,521$176,000$19,556iApproximate average salary by contribution assumption: employee only about $488,889 at 4% or $325,926 at 6%; with 50% employer match about $325,926 at 4% or $217,284 at 6%; with 100% employer match about $244,444 at 4% or $162,963 at 6%.
2020212$4,172,728$397,048$33,087iApproximate average salary by contribution assumption: employee only about $827,183 at 4% or $551,456 at 6%; with 50% employer match about $551,456 at 4% or $367,637 at 6%; with 100% employer match about $413,592 at 4% or $275,728 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-12$3,162,641$182,048$15,171iApproximate average salary by contribution assumption: employee only about $379,267 at 4% or $252,844 at 6%; with 50% employer match about $252,844 at 4% or $168,563 at 6%; with 100% employer match about $189,633 at 4% or $126,422 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-9$1,010,087$215,000$23,889iApproximate average salary by contribution assumption: employee only about $597,222 at 4% or $398,148 at 6%; with 50% employer match about $398,148 at 4% or $265,432 at 6%; with 100% employer match about $298,611 at 4% or $199,074 at 6%.
2019225$3,341,958$431,286$17,251iApproximate average salary by contribution assumption: employee only about $431,286 at 4% or $287,524 at 6%; with 50% employer match about $287,524 at 4% or $191,683 at 6%; with 100% employer match about $215,643 at 4% or $143,762 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-25$2,647,571$216,286$8,651iApproximate average salary by contribution assumption: employee only about $216,286 at 4% or $144,191 at 6%; with 50% employer match about $144,191 at 4% or $96,127 at 6%; with 100% employer match about $108,143 at 4% or $72,095 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-10$694,387$215,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
2018223$2,335,024$365,441$15,889iApproximate average salary by contribution assumption: employee only about $397,218 at 4% or $264,812 at 6%; with 50% employer match about $264,812 at 4% or $176,542 at 6%; with 100% employer match about $198,609 at 4% or $132,406 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-23$1,929,284$150,441$6,541iApproximate average salary by contribution assumption: employee only about $163,523 at 4% or $109,015 at 6%; with 50% employer match about $109,015 at 4% or $72,677 at 6%; with 100% employer match about $81,761 at 4% or $54,508 at 6%.
SIEGEL & COONERTY, LLP CASH BALANCE PLAN-23$405,740$215,000$9,348iApproximate average salary by contribution assumption: employee only about $233,696 at 4% or $155,797 at 6%; with 50% employer match about $155,797 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
2017223$2,179,840$483,064$21,003iApproximate average salary by contribution assumption: employee only about $525,070 at 4% or $350,046 at 6%; with 50% employer match about $350,046 at 4% or $233,364 at 6%; with 100% employer match about $262,535 at 4% or $175,023 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-23$1,964,840$268,064$11,655iApproximate average salary by contribution assumption: employee only about $291,374 at 4% or $194,249 at 6%; with 50% employer match about $194,249 at 4% or $129,500 at 6%; with 100% employer match about $145,687 at 4% or $97,125 at 6%.
SIEGEL & COONERTY, LLP DEFINED BENEFIT PLAN-23$215,000$215,000$9,348iApproximate average salary by contribution assumption: employee only about $233,696 at 4% or $155,797 at 6%; with 50% employer match about $155,797 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
2016126$1,630,814$148,905$5,727iApproximate average salary by contribution assumption: employee only about $143,178 at 4% or $95,452 at 6%; with 50% employer match about $95,452 at 4% or $63,635 at 6%; with 100% employer match about $71,589 at 4% or $47,726 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-26$1,630,814$148,905$5,727iApproximate average salary by contribution assumption: employee only about $143,178 at 4% or $95,452 at 6%; with 50% employer match about $95,452 at 4% or $63,635 at 6%; with 100% employer match about $71,589 at 4% or $47,726 at 6%.
2015122$1,360,229$157,447$7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,459 at 4% or $59,639 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-22$1,360,229$157,447$7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,459 at 4% or $59,639 at 6%.
2014121$1,234,759$94,227$4,487iApproximate average salary by contribution assumption: employee only about $112,175 at 4% or $74,783 at 6%; with 50% employer match about $74,783 at 4% or $49,856 at 6%; with 100% employer match about $56,088 at 4% or $37,392 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-21$1,234,759$94,227$4,487iApproximate average salary by contribution assumption: employee only about $112,175 at 4% or $74,783 at 6%; with 50% employer match about $74,783 at 4% or $49,856 at 6%; with 100% employer match about $56,088 at 4% or $37,392 at 6%.
2013119$1,090,147$95,215$5,011iApproximate average salary by contribution assumption: employee only about $125,283 at 4% or $83,522 at 6%; with 50% employer match about $83,522 at 4% or $55,681 at 6%; with 100% employer match about $62,641 at 4% or $41,761 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-19$1,090,147$95,215$5,011iApproximate average salary by contribution assumption: employee only about $125,283 at 4% or $83,522 at 6%; with 50% employer match about $83,522 at 4% or $55,681 at 6%; with 100% employer match about $62,641 at 4% or $41,761 at 6%.
2012119$884,998$802,191$42,221iApproximate average salary by contribution assumption: employee only about $1,055,514 at 4% or $703,676 at 6%; with 50% employer match about $703,676 at 4% or $469,118 at 6%; with 100% employer match about $527,757 at 4% or $351,838 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-19$884,998$802,191$42,221iApproximate average salary by contribution assumption: employee only about $1,055,514 at 4% or $703,676 at 6%; with 50% employer match about $703,676 at 4% or $469,118 at 6%; with 100% employer match about $527,757 at 4% or $351,838 at 6%.
201113$4,242$4,242$1,414iApproximate average salary by contribution assumption: employee only about $35,350 at 4% or $23,567 at 6%; with 50% employer match about $23,567 at 4% or $15,711 at 6%; with 100% employer match about $17,675 at 4% or $11,783 at 6%.
Siegel & Coonerty LLP 401(K) Profit Sharing Plan-3$4,242$4,242$1,414iApproximate average salary by contribution assumption: employee only about $35,350 at 4% or $23,567 at 6%; with 50% employer match about $23,567 at 4% or $15,711 at 6%; with 100% employer match about $17,675 at 4% or $11,783 at 6%.