Sacks, Trotta & Koppelman LLC
Plan context: Sacks, Trotta, Koppelman 401(K) Plan
EIN 52-2315199 • Owings Mills, MD • 10 filings • 3 plans
Current Snapshot
Latest Year
2010
2010 Participants
13
2010 Assets
$1,194,641
2010 Contributions
$33,448
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $33,448 | - |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 0 | - | $33,448 | - |
| 2009 | 1 | 13 | $1,194,641 | $122,397 | $9,415iApproximate average salary by contribution assumption: employee only about $235,379 at 4% or $156,919 at 6%; with 50% employer match about $156,919 at 4% or $104,613 at 6%; with 100% employer match about $117,689 at 4% or $78,460 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 13 | $1,194,641 | $122,397 | $9,415iApproximate average salary by contribution assumption: employee only about $235,379 at 4% or $156,919 at 6%; with 50% employer match about $156,919 at 4% or $104,613 at 6%; with 100% employer match about $117,689 at 4% or $78,460 at 6%. |
| 2008 | 1 | 19 | $932,439 | $79,450 | $4,182iApproximate average salary by contribution assumption: employee only about $104,539 at 4% or $69,693 at 6%; with 50% employer match about $69,693 at 4% or $46,462 at 6%; with 100% employer match about $52,270 at 4% or $34,846 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 19 | $932,439 | $79,450 | $4,182iApproximate average salary by contribution assumption: employee only about $104,539 at 4% or $69,693 at 6%; with 50% employer match about $69,693 at 4% or $46,462 at 6%; with 100% employer match about $52,270 at 4% or $34,846 at 6%. |
| 2007 | 1 | 18 | $1,407,109 | $149,561 | $8,309iApproximate average salary by contribution assumption: employee only about $207,724 at 4% or $138,482 at 6%; with 50% employer match about $138,482 at 4% or $92,322 at 6%; with 100% employer match about $103,862 at 4% or $69,241 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 18 | $1,407,109 | $149,561 | $8,309iApproximate average salary by contribution assumption: employee only about $207,724 at 4% or $138,482 at 6%; with 50% employer match about $138,482 at 4% or $92,322 at 6%; with 100% employer match about $103,862 at 4% or $69,241 at 6%. |
| 2006 | 1 | 22 | $1,284,423 | $182,721 | $8,306iApproximate average salary by contribution assumption: employee only about $207,638 at 4% or $138,425 at 6%; with 50% employer match about $138,425 at 4% or $92,283 at 6%; with 100% employer match about $103,819 at 4% or $69,213 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 22 | $1,284,423 | $182,721 | $8,306iApproximate average salary by contribution assumption: employee only about $207,638 at 4% or $138,425 at 6%; with 50% employer match about $138,425 at 4% or $92,283 at 6%; with 100% employer match about $103,819 at 4% or $69,213 at 6%. |
| 2005 | 1 | 26 | $995,794 | $136,643 | $5,256iApproximate average salary by contribution assumption: employee only about $131,388 at 4% or $87,592 at 6%; with 50% employer match about $87,592 at 4% or $58,394 at 6%; with 100% employer match about $65,694 at 4% or $43,796 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 26 | $995,794 | $136,643 | $5,256iApproximate average salary by contribution assumption: employee only about $131,388 at 4% or $87,592 at 6%; with 50% employer match about $87,592 at 4% or $58,394 at 6%; with 100% employer match about $65,694 at 4% or $43,796 at 6%. |
| 2004 | 1 | 24 | $816,169 | $106,142 | $4,423iApproximate average salary by contribution assumption: employee only about $110,565 at 4% or $73,710 at 6%; with 50% employer match about $73,710 at 4% or $49,140 at 6%; with 100% employer match about $55,282 at 4% or $36,855 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 24 | $816,169 | $106,142 | $4,423iApproximate average salary by contribution assumption: employee only about $110,565 at 4% or $73,710 at 6%; with 50% employer match about $73,710 at 4% or $49,140 at 6%; with 100% employer match about $55,282 at 4% or $36,855 at 6%. |
| 2003 | 1 | 24 | $638,217 | $116,053 | $4,836iApproximate average salary by contribution assumption: employee only about $120,889 at 4% or $80,592 at 6%; with 50% employer match about $80,592 at 4% or $53,728 at 6%; with 100% employer match about $60,444 at 4% or $40,296 at 6%. |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 24 | $638,217 | $116,053 | $4,836iApproximate average salary by contribution assumption: employee only about $120,889 at 4% or $80,592 at 6%; with 50% employer match about $80,592 at 4% or $53,728 at 6%; with 100% employer match about $60,444 at 4% or $40,296 at 6%. |
| 2002 | 1 | 24 | $0 | $0 | - |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 24 | - | - | - |
| 2001 | 1 | 23 | $0 | $0 | - |
| Sacks, Trotta, Koppelman 401(K) Plan | - | 23 | - | - | - |