Civic Intelligence

Sapperstein & Associates

Plan context: SAPPERSTEIN & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

EIN 52-2049929 • Bethesda, MD • 21 filings • 7 plans

7920 Norfolk Avenue, Suite 220Bethesda, MD 20814
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$4,364,465

2021 Contributions

$1,000

Historical Graphs

Total Assets Over Time

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

$4,364,465$2,182,233$0199920112020YearValue
$4,364,465Latest year 2020

Participants Over Time

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

320199920112020YearValue
3Latest year 2020

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
202110$0$0-
SAPPERSTEIN & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST-0$0$0-
202013$4,364,465$0-
SAPPERSTEIN & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST-3$4,364,465$0-
201913$3,409,013$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$3,409,013$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
201813$2,932,135$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$2,932,135$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201713$2,901,264$25,465$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$2,901,264$25,465$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
201613$2,569,011$34,951$11,650iApproximate average salary by contribution assumption: employee only about $291,258 at 4% or $194,172 at 6%; with 50% employer match about $194,172 at 4% or $129,448 at 6%; with 100% employer match about $145,629 at 4% or $97,086 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$2,569,011$34,951$11,650iApproximate average salary by contribution assumption: employee only about $291,258 at 4% or $194,172 at 6%; with 50% employer match about $194,172 at 4% or $129,448 at 6%; with 100% employer match about $145,629 at 4% or $97,086 at 6%.
201513$2,408,047$71,951$23,984iApproximate average salary by contribution assumption: employee only about $599,592 at 4% or $399,728 at 6%; with 50% employer match about $399,728 at 4% or $266,485 at 6%; with 100% employer match about $299,796 at 4% or $199,864 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$2,408,047$71,951$23,984iApproximate average salary by contribution assumption: employee only about $599,592 at 4% or $399,728 at 6%; with 50% employer match about $399,728 at 4% or $266,485 at 6%; with 100% employer match about $299,796 at 4% or $199,864 at 6%.
201413$2,101,283$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$2,101,283$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201313$1,933,665$44,105$14,702iApproximate average salary by contribution assumption: employee only about $367,542 at 4% or $245,028 at 6%; with 50% employer match about $245,028 at 4% or $163,352 at 6%; with 100% employer match about $183,771 at 4% or $122,514 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$1,933,665$44,105$14,702iApproximate average salary by contribution assumption: employee only about $367,542 at 4% or $245,028 at 6%; with 50% employer match about $245,028 at 4% or $163,352 at 6%; with 100% employer match about $183,771 at 4% or $122,514 at 6%.
201213$1,399,366$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$1,399,366$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201113$1,354,154$39,105$13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%.
SAPPERSTEIN & ASSOCIATES, L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST-3$1,354,154$39,105$13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%.
201013$1,141,711$43,105$14,368iApproximate average salary by contribution assumption: employee only about $359,208 at 4% or $239,472 at 6%; with 50% employer match about $239,472 at 4% or $159,648 at 6%; with 100% employer match about $179,604 at 4% or $119,736 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$1,141,711$43,105$14,368iApproximate average salary by contribution assumption: employee only about $359,208 at 4% or $239,472 at 6%; with 50% employer match about $239,472 at 4% or $159,648 at 6%; with 100% employer match about $179,604 at 4% or $119,736 at 6%.
200813$645,345$30,105$10,035iApproximate average salary by contribution assumption: employee only about $250,875 at 4% or $167,250 at 6%; with 50% employer match about $167,250 at 4% or $111,500 at 6%; with 100% employer match about $125,438 at 4% or $83,625 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$645,345$30,105$10,035iApproximate average salary by contribution assumption: employee only about $250,875 at 4% or $167,250 at 6%; with 50% employer match about $167,250 at 4% or $111,500 at 6%; with 100% employer match about $125,438 at 4% or $83,625 at 6%.
200713$890,672$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$890,672$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200613$1,025,408$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$1,025,408$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200513$931,367$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$931,367$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200413$757,555$47,500$15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$757,555$47,500$15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%.
200313$661,506$0-
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$661,506--
200213$481,589$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-3$481,589$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200012$543,296$28,762$14,381iApproximate average salary by contribution assumption: employee only about $359,525 at 4% or $239,683 at 6%; with 50% employer match about $239,683 at 4% or $159,789 at 6%; with 100% employer match about $179,763 at 4% or $119,842 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-2$543,296$28,762$14,381iApproximate average salary by contribution assumption: employee only about $359,525 at 4% or $239,683 at 6%; with 50% employer match about $239,683 at 4% or $159,789 at 6%; with 100% employer match about $179,763 at 4% or $119,842 at 6%.
199912$576,307$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Gary L. Sapperstein & Associates 401K Profit Sharing Plan and Trust-2$576,307$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.