Civic Intelligence

Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A.

Plan context: Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan

EIN 59-1777539 • Miami, FL • 31 filings • 6 plans

201 Alhambra CircleSuite 1102Miami, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$24,466,213

2024 Contributions

$1,273,740

Historical Graphs

Total Assets Over Time

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

$24,466,213$12,233,107$0199920122024YearValue
$24,466,213Latest year 2024

Participants Over Time

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

149750199920122024YearValue
92Latest 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
2024192$24,466,213$1,273,740$13,845iApproximate average salary by contribution assumption: employee only about $346,125 at 4% or $230,750 at 6%; with 50% employer match about $230,750 at 4% or $153,833 at 6%; with 100% employer match about $173,063 at 4% or $115,375 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-92$24,466,213$1,273,740$13,845iApproximate average salary by contribution assumption: employee only about $346,125 at 4% or $230,750 at 6%; with 50% employer match about $230,750 at 4% or $153,833 at 6%; with 100% employer match about $173,063 at 4% or $115,375 at 6%.
2023189$20,988,095$1,151,151$12,934iApproximate average salary by contribution assumption: employee only about $323,357 at 4% or $215,571 at 6%; with 50% employer match about $215,571 at 4% or $143,714 at 6%; with 100% employer match about $161,679 at 4% or $107,786 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-89$20,988,095$1,151,151$12,934iApproximate average salary by contribution assumption: employee only about $323,357 at 4% or $215,571 at 6%; with 50% employer match about $215,571 at 4% or $143,714 at 6%; with 100% employer match about $161,679 at 4% or $107,786 at 6%.
2022185$18,196,037$1,056,035$12,424iApproximate average salary by contribution assumption: employee only about $310,599 at 4% or $207,066 at 6%; with 50% employer match about $207,066 at 4% or $138,044 at 6%; with 100% employer match about $155,299 at 4% or $103,533 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-85$18,196,037$1,056,035$12,424iApproximate average salary by contribution assumption: employee only about $310,599 at 4% or $207,066 at 6%; with 50% employer match about $207,066 at 4% or $138,044 at 6%; with 100% employer match about $155,299 at 4% or $103,533 at 6%.
2021190$21,744,397$999,481$11,105iApproximate average salary by contribution assumption: employee only about $277,634 at 4% or $185,089 at 6%; with 50% employer match about $185,089 at 4% or $123,393 at 6%; with 100% employer match about $138,817 at 4% or $92,545 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-90$21,744,397$999,481$11,105iApproximate average salary by contribution assumption: employee only about $277,634 at 4% or $185,089 at 6%; with 50% employer match about $185,089 at 4% or $123,393 at 6%; with 100% employer match about $138,817 at 4% or $92,545 at 6%.
2020194$18,712,729$927,249$9,864iApproximate average salary by contribution assumption: employee only about $246,609 at 4% or $164,406 at 6%; with 50% employer match about $164,406 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-94$18,712,729$927,249$9,864iApproximate average salary by contribution assumption: employee only about $246,609 at 4% or $164,406 at 6%; with 50% employer match about $164,406 at 4% or $109,604 at 6%; with 100% employer match about $123,304 at 4% or $82,203 at 6%.
2019189$15,972,038$920,860$10,347iApproximate average salary by contribution assumption: employee only about $258,669 at 4% or $172,446 at 6%; with 50% employer match about $172,446 at 4% or $114,964 at 6%; with 100% employer match about $129,334 at 4% or $86,223 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-89$15,972,038$920,860$10,347iApproximate average salary by contribution assumption: employee only about $258,669 at 4% or $172,446 at 6%; with 50% employer match about $172,446 at 4% or $114,964 at 6%; with 100% employer match about $129,334 at 4% or $86,223 at 6%.
2018190$13,142,516$1,113,151$12,368iApproximate average salary by contribution assumption: employee only about $309,209 at 4% or $206,139 at 6%; with 50% employer match about $206,139 at 4% or $137,426 at 6%; with 100% employer match about $154,604 at 4% or $103,070 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-90$13,142,516$1,113,151$12,368iApproximate average salary by contribution assumption: employee only about $309,209 at 4% or $206,139 at 6%; with 50% employer match about $206,139 at 4% or $137,426 at 6%; with 100% employer match about $154,604 at 4% or $103,070 at 6%.
2017191$12,801,673$989,250$10,871iApproximate average salary by contribution assumption: employee only about $271,772 at 4% or $181,181 at 6%; with 50% employer match about $181,181 at 4% or $120,788 at 6%; with 100% employer match about $135,886 at 4% or $90,591 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-91$12,801,673$989,250$10,871iApproximate average salary by contribution assumption: employee only about $271,772 at 4% or $181,181 at 6%; with 50% employer match about $181,181 at 4% or $120,788 at 6%; with 100% employer match about $135,886 at 4% or $90,591 at 6%.
2016189$10,478,399$663,186$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-89$10,478,399$663,186$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
2015178$9,600,854$729,720$9,355iApproximate average salary by contribution assumption: employee only about $233,885 at 4% or $155,923 at 6%; with 50% employer match about $155,923 at 4% or $103,949 at 6%; with 100% employer match about $116,942 at 4% or $77,962 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-78$9,600,854$729,720$9,355iApproximate average salary by contribution assumption: employee only about $233,885 at 4% or $155,923 at 6%; with 50% employer match about $155,923 at 4% or $103,949 at 6%; with 100% employer match about $116,942 at 4% or $77,962 at 6%.
2014178$9,222,083$657,233$8,426iApproximate average salary by contribution assumption: employee only about $210,652 at 4% or $140,434 at 6%; with 50% employer match about $140,434 at 4% or $93,623 at 6%; with 100% employer match about $105,326 at 4% or $70,217 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-78$9,222,083$657,233$8,426iApproximate average salary by contribution assumption: employee only about $210,652 at 4% or $140,434 at 6%; with 50% employer match about $140,434 at 4% or $93,623 at 6%; with 100% employer match about $105,326 at 4% or $70,217 at 6%.
2013190$8,306,083$1,711,996$19,022iApproximate average salary by contribution assumption: employee only about $475,554 at 4% or $317,036 at 6%; with 50% employer match about $317,036 at 4% or $211,358 at 6%; with 100% employer match about $237,777 at 4% or $158,518 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-90$8,306,083$1,711,996$19,022iApproximate average salary by contribution assumption: employee only about $475,554 at 4% or $317,036 at 6%; with 50% employer match about $317,036 at 4% or $211,358 at 6%; with 100% employer match about $237,777 at 4% or $158,518 at 6%.
2012289$5,889,249$519,910$5,842iApproximate average salary by contribution assumption: employee only about $146,042 at 4% or $97,361 at 6%; with 50% employer match about $97,361 at 4% or $64,908 at 6%; with 100% employer match about $73,021 at 4% or $48,681 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-69$5,889,249$519,910$7,535iApproximate average salary by contribution assumption: employee only about $188,373 at 4% or $125,582 at 6%; with 50% employer match about $125,582 at 4% or $83,721 at 6%; with 100% employer match about $94,187 at 4% or $62,791 at 6%.
Siegfried Rivera Lerner De La Torre & Sobel. P.A. Employee Welfare Benefits Plan-89---
20112110$5,184,929$453,329$4,121iApproximate average salary by contribution assumption: employee only about $103,029 at 4% or $68,686 at 6%; with 50% employer match about $68,686 at 4% or $45,791 at 6%; with 100% employer match about $51,515 at 4% or $34,343 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-74$5,184,929$453,329$6,126iApproximate average salary by contribution assumption: employee only about $153,152 at 4% or $102,101 at 6%; with 50% employer match about $102,101 at 4% or $68,067 at 6%; with 100% employer match about $76,576 at 4% or $51,051 at 6%.
Siegfried Rivera Lerner De La Torre & Sobel. P.A. Employee Welfare Benefits Plan-110---
2010294$5,225,045$453,636$4,826iApproximate average salary by contribution assumption: employee only about $120,648 at 4% or $80,432 at 6%; with 50% employer match about $80,432 at 4% or $53,621 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-78$5,225,045$453,636$5,816iApproximate average salary by contribution assumption: employee only about $145,396 at 4% or $96,931 at 6%; with 50% employer match about $96,931 at 4% or $64,621 at 6%; with 100% employer match about $72,698 at 4% or $48,465 at 6%.
Siegfried Rivera Lerner De La Torre & Sobel. P.A. Employee Welfare Benefits Plan-94---
20092119$4,709,591$551,579$4,635iApproximate average salary by contribution assumption: employee only about $115,878 at 4% or $77,252 at 6%; with 50% employer match about $77,252 at 4% or $51,501 at 6%; with 100% employer match about $57,939 at 4% or $38,626 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-90$4,709,591$551,579$6,129iApproximate average salary by contribution assumption: employee only about $153,216 at 4% or $102,144 at 6%; with 50% employer match about $102,144 at 4% or $68,096 at 6%; with 100% employer match about $76,608 at 4% or $51,072 at 6%.
Siegfried Rivera Lerner De La Torre & Sobel. P.A. Employee Welfare Benefits Plan-119---
20082149$3,895,402$512,794$3,442iApproximate average salary by contribution assumption: employee only about $86,039 at 4% or $57,360 at 6%; with 50% employer match about $57,360 at 4% or $38,240 at 6%; with 100% employer match about $43,020 at 4% or $28,680 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-70$3,895,402$512,794$7,326iApproximate average salary by contribution assumption: employee only about $183,141 at 4% or $122,094 at 6%; with 50% employer match about $122,094 at 4% or $81,396 at 6%; with 100% employer match about $91,570 at 4% or $61,047 at 6%.
Siegfried Rivera Lerner De La Torre & Sobel. P.A. Employee Welfare Benefits Plan-149---
2007164$0$0-
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-64---
2006156$3,543,712$493,718$8,816iApproximate average salary by contribution assumption: employee only about $220,410 at 4% or $146,940 at 6%; with 50% employer match about $146,940 at 4% or $97,960 at 6%; with 100% employer match about $110,205 at 4% or $73,470 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-56$3,543,712$493,718$8,816iApproximate average salary by contribution assumption: employee only about $220,410 at 4% or $146,940 at 6%; with 50% employer match about $146,940 at 4% or $97,960 at 6%; with 100% employer match about $110,205 at 4% or $73,470 at 6%.
2005157$2,888,113$438,737$7,697iApproximate average salary by contribution assumption: employee only about $192,429 at 4% or $128,286 at 6%; with 50% employer match about $128,286 at 4% or $85,524 at 6%; with 100% employer match about $96,214 at 4% or $64,143 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-57$2,888,113$438,737$7,697iApproximate average salary by contribution assumption: employee only about $192,429 at 4% or $128,286 at 6%; with 50% employer match about $128,286 at 4% or $85,524 at 6%; with 100% employer match about $96,214 at 4% or $64,143 at 6%.
2004151$2,318,099$402,055$7,883iApproximate average salary by contribution assumption: employee only about $197,086 at 4% or $131,391 at 6%; with 50% employer match about $131,391 at 4% or $87,594 at 6%; with 100% employer match about $98,543 at 4% or $65,695 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-51$2,318,099$402,055$7,883iApproximate average salary by contribution assumption: employee only about $197,086 at 4% or $131,391 at 6%; with 50% employer match about $131,391 at 4% or $87,594 at 6%; with 100% employer match about $98,543 at 4% or $65,695 at 6%.
2003141$1,823,364$316,843$7,728iApproximate average salary by contribution assumption: employee only about $193,197 at 4% or $128,798 at 6%; with 50% employer match about $128,798 at 4% or $85,865 at 6%; with 100% employer match about $96,598 at 4% or $64,399 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-41$1,823,364$316,843$7,728iApproximate average salary by contribution assumption: employee only about $193,197 at 4% or $128,798 at 6%; with 50% employer match about $128,798 at 4% or $85,865 at 6%; with 100% employer match about $96,598 at 4% or $64,399 at 6%.
2002141$1,356,387$291,492$7,110iApproximate average salary by contribution assumption: employee only about $177,739 at 4% or $118,493 at 6%; with 50% employer match about $118,493 at 4% or $78,995 at 6%; with 100% employer match about $88,870 at 4% or $59,246 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-41$1,356,387$291,492$7,110iApproximate average salary by contribution assumption: employee only about $177,739 at 4% or $118,493 at 6%; with 50% employer match about $118,493 at 4% or $78,995 at 6%; with 100% employer match about $88,870 at 4% or $59,246 at 6%.
2001139$1,312,777$256,775$6,584iApproximate average salary by contribution assumption: employee only about $164,599 at 4% or $109,733 at 6%; with 50% employer match about $109,733 at 4% or $73,155 at 6%; with 100% employer match about $82,300 at 4% or $54,866 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-39$1,312,777$256,775$6,584iApproximate average salary by contribution assumption: employee only about $164,599 at 4% or $109,733 at 6%; with 50% employer match about $109,733 at 4% or $73,155 at 6%; with 100% employer match about $82,300 at 4% or $54,866 at 6%.
2000136$1,324,542$261,467$7,263iApproximate average salary by contribution assumption: employee only about $181,574 at 4% or $121,050 at 6%; with 50% employer match about $121,050 at 4% or $80,700 at 6%; with 100% employer match about $90,787 at 4% or $60,525 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-36$1,324,542$261,467$7,263iApproximate average salary by contribution assumption: employee only about $181,574 at 4% or $121,050 at 6%; with 50% employer match about $121,050 at 4% or $80,700 at 6%; with 100% employer match about $90,787 at 4% or $60,525 at 6%.
1999125$1,257,868$257,245$10,290iApproximate average salary by contribution assumption: employee only about $257,245 at 4% or $171,497 at 6%; with 50% employer match about $171,497 at 4% or $114,331 at 6%; with 100% employer match about $128,622 at 4% or $85,748 at 6%.
Siegfried, Rivera, Lerner, De La Torre & Sobel, P.A. 401K Profit Sharing Plan-25$1,257,868$257,245$10,290iApproximate average salary by contribution assumption: employee only about $257,245 at 4% or $171,497 at 6%; with 50% employer match about $171,497 at 4% or $114,331 at 6%; with 100% employer match about $128,622 at 4% or $85,748 at 6%.