Civic Intelligence

David C. Sobel, CPA PC.

Plan context: David C. Sobel, CPA PC. 401K Plan and Trust

EIN 52-2388115 • Dix Hills, NY • 21 filings • 2 plans

57 Hunting Hill DriveDix Hills, NY 11746
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,102,862

2024 Contributions

$74,250

Historical Graphs

Total Assets Over Time

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

$1,715,195$857,598$0200420152024YearValue
$1,102,862Latest year 2024

Participants Over Time

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

630200420142024YearValue
2Latest 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
202412$1,102,862$74,250$37,125iApproximate average salary by contribution assumption: employee only about $928,125 at 4% or $618,750 at 6%; with 50% employer match about $618,750 at 4% or $412,500 at 6%; with 100% employer match about $464,063 at 4% or $309,375 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-2$1,102,862$74,250$37,125iApproximate average salary by contribution assumption: employee only about $928,125 at 4% or $618,750 at 6%; with 50% employer match about $618,750 at 4% or $412,500 at 6%; with 100% employer match about $464,063 at 4% or $309,375 at 6%.
202313$1,662,862$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-3$1,662,862$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
202214$1,458,211$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$1,458,211$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
202116$1,715,195$0-
David C. Sobel, CPA PC. 401K Plan and Trust-6$1,715,195$0-
202016$1,546,341$0-
David C. Sobel, CPA PC. 401K Plan and Trust-6$1,546,341$0-
201916$1,384,667$73,320$12,220iApproximate average salary by contribution assumption: employee only about $305,500 at 4% or $203,667 at 6%; with 50% employer match about $203,667 at 4% or $135,778 at 6%; with 100% employer match about $152,750 at 4% or $101,833 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-6$1,384,667$73,320$12,220iApproximate average salary by contribution assumption: employee only about $305,500 at 4% or $203,667 at 6%; with 50% employer match about $203,667 at 4% or $135,778 at 6%; with 100% employer match about $152,750 at 4% or $101,833 at 6%.
201816$1,122,974$81,633$13,606iApproximate average salary by contribution assumption: employee only about $340,138 at 4% or $226,758 at 6%; with 50% employer match about $226,758 at 4% or $151,172 at 6%; with 100% employer match about $170,069 at 4% or $113,379 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-6$1,122,974$81,633$13,606iApproximate average salary by contribution assumption: employee only about $340,138 at 4% or $226,758 at 6%; with 50% employer match about $226,758 at 4% or $151,172 at 6%; with 100% employer match about $170,069 at 4% or $113,379 at 6%.
201716$1,086,457$115,810$19,302iApproximate average salary by contribution assumption: employee only about $482,542 at 4% or $321,694 at 6%; with 50% employer match about $321,694 at 4% or $214,463 at 6%; with 100% employer match about $241,271 at 4% or $160,847 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-6$1,086,457$115,810$19,302iApproximate average salary by contribution assumption: employee only about $482,542 at 4% or $321,694 at 6%; with 50% employer match about $321,694 at 4% or $214,463 at 6%; with 100% employer match about $241,271 at 4% or $160,847 at 6%.
201614$896,975$65,899$16,475iApproximate average salary by contribution assumption: employee only about $411,869 at 4% or $274,579 at 6%; with 50% employer match about $274,579 at 4% or $183,053 at 6%; with 100% employer match about $205,934 at 4% or $137,290 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$896,975$65,899$16,475iApproximate average salary by contribution assumption: employee only about $411,869 at 4% or $274,579 at 6%; with 50% employer match about $274,579 at 4% or $183,053 at 6%; with 100% employer match about $205,934 at 4% or $137,290 at 6%.
201514$726,631$54,361$13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,003 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$726,631$54,361$13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,003 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%.
201414$694,780$0-
David C. Sobel, CPA PC. 401K Plan and Trust-4$694,780$0-
201314$667,617$21,767$5,442iApproximate average salary by contribution assumption: employee only about $136,044 at 4% or $90,696 at 6%; with 50% employer match about $90,696 at 4% or $60,464 at 6%; with 100% employer match about $68,022 at 4% or $45,348 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$667,617$21,767$5,442iApproximate average salary by contribution assumption: employee only about $136,044 at 4% or $90,696 at 6%; with 50% employer match about $90,696 at 4% or $60,464 at 6%; with 100% employer match about $68,022 at 4% or $45,348 at 6%.
201214$508,884$55,366$13,842iApproximate average salary by contribution assumption: employee only about $346,038 at 4% or $230,692 at 6%; with 50% employer match about $230,692 at 4% or $153,794 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$508,884$55,366$13,842iApproximate average salary by contribution assumption: employee only about $346,038 at 4% or $230,692 at 6%; with 50% employer match about $230,692 at 4% or $153,794 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%.
201114$401,406$59,791$14,948iApproximate average salary by contribution assumption: employee only about $373,694 at 4% or $249,129 at 6%; with 50% employer match about $249,129 at 4% or $166,086 at 6%; with 100% employer match about $186,847 at 4% or $124,565 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$401,406$59,791$14,948iApproximate average salary by contribution assumption: employee only about $373,694 at 4% or $249,129 at 6%; with 50% employer match about $249,129 at 4% or $166,086 at 6%; with 100% employer match about $186,847 at 4% or $124,565 at 6%.
201015$487,399$68,207$13,641iApproximate average salary by contribution assumption: employee only about $341,035 at 4% or $227,357 at 6%; with 50% employer match about $227,357 at 4% or $151,571 at 6%; with 100% employer match about $170,518 at 4% or $113,678 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-5$487,399$68,207$13,641iApproximate average salary by contribution assumption: employee only about $341,035 at 4% or $227,357 at 6%; with 50% employer match about $227,357 at 4% or $151,571 at 6%; with 100% employer match about $170,518 at 4% or $113,678 at 6%.
200915$349,386$84,664$16,933iApproximate average salary by contribution assumption: employee only about $423,320 at 4% or $282,213 at 6%; with 50% employer match about $282,213 at 4% or $188,142 at 6%; with 100% employer match about $211,660 at 4% or $141,107 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-5$349,386$84,664$16,933iApproximate average salary by contribution assumption: employee only about $423,320 at 4% or $282,213 at 6%; with 50% employer match about $282,213 at 4% or $188,142 at 6%; with 100% employer match about $211,660 at 4% or $141,107 at 6%.
200814$199,885$61,021$15,255iApproximate average salary by contribution assumption: employee only about $381,381 at 4% or $254,254 at 6%; with 50% employer match about $254,254 at 4% or $169,503 at 6%; with 100% employer match about $190,691 at 4% or $127,127 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-4$199,885$61,021$15,255iApproximate average salary by contribution assumption: employee only about $381,381 at 4% or $254,254 at 6%; with 50% employer match about $254,254 at 4% or $169,503 at 6%; with 100% employer match about $190,691 at 4% or $127,127 at 6%.
200714$0$0-
David C. Sobel, CPA PC. 401K Plan and Trust-4---
200616$0$0-
David C. Sobel, CPA PC. 401K Plan and Trust-6---
200513$141,615$62,880$20,960iApproximate average salary by contribution assumption: employee only about $524,000 at 4% or $349,333 at 6%; with 50% employer match about $349,333 at 4% or $232,889 at 6%; with 100% employer match about $262,000 at 4% or $174,667 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-3$141,615$62,880$20,960iApproximate average salary by contribution assumption: employee only about $524,000 at 4% or $349,333 at 6%; with 50% employer match about $349,333 at 4% or $232,889 at 6%; with 100% employer match about $262,000 at 4% or $174,667 at 6%.
200412$69,000$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
David C. Sobel, CPA PC. 401K Plan and Trust-2$69,000$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.