Civic Intelligence

Daniel S. Lobel, Phd

Plan context: Daniel S. Lobel Keogh Plan

EIN 62-1835307 • Katonah, NY • 13 filings • 1 plans

6 Mustato RoadKatonah, NY 10536
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,293,705

2024 Contributions

$51,203

Historical Graphs

Total Assets Over Time

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

$2,293,705$1,146,853$0201220182024YearValue
$2,293,705Latest year 2024

Participants Over Time

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

210201220182024YearValue
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$2,293,705$51,203$25,602iApproximate average salary by contribution assumption: employee only about $640,038 at 4% or $426,692 at 6%; with 50% employer match about $426,692 at 4% or $284,461 at 6%; with 100% employer match about $320,019 at 4% or $213,346 at 6%.
Daniel S. Lobel Keogh Plan-2$2,293,705$51,203$25,602iApproximate average salary by contribution assumption: employee only about $640,038 at 4% or $426,692 at 6%; with 50% employer match about $426,692 at 4% or $284,461 at 6%; with 100% employer match about $320,019 at 4% or $213,346 at 6%.
202312$1,755,842$69,250$34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%.
Daniel S. Lobel Keogh Plan-2$1,755,842$69,250$34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%.
202212$1,395,004$65,372$32,686iApproximate average salary by contribution assumption: employee only about $817,150 at 4% or $544,767 at 6%; with 50% employer match about $544,767 at 4% or $363,178 at 6%; with 100% employer match about $408,575 at 4% or $272,383 at 6%.
Daniel S. Lobel Keogh Plan-2$1,395,004$65,372$32,686iApproximate average salary by contribution assumption: employee only about $817,150 at 4% or $544,767 at 6%; with 50% employer match about $544,767 at 4% or $363,178 at 6%; with 100% employer match about $408,575 at 4% or $272,383 at 6%.
202112$1,637,117$49,973$24,987iApproximate average salary by contribution assumption: employee only about $624,663 at 4% or $416,442 at 6%; with 50% employer match about $416,442 at 4% or $277,628 at 6%; with 100% employer match about $312,331 at 4% or $208,221 at 6%.
Daniel S. Lobel Keogh Plan-2$1,637,117$49,973$24,987iApproximate average salary by contribution assumption: employee only about $624,663 at 4% or $416,442 at 6%; with 50% employer match about $416,442 at 4% or $277,628 at 6%; with 100% employer match about $312,331 at 4% or $208,221 at 6%.
202012$1,358,567$46,417$23,209iApproximate average salary by contribution assumption: employee only about $580,213 at 4% or $386,808 at 6%; with 50% employer match about $386,808 at 4% or $257,872 at 6%; with 100% employer match about $290,106 at 4% or $193,404 at 6%.
Daniel S. Lobel Keogh Plan-2$1,358,567$46,417$23,209iApproximate average salary by contribution assumption: employee only about $580,213 at 4% or $386,808 at 6%; with 50% employer match about $386,808 at 4% or $257,872 at 6%; with 100% employer match about $290,106 at 4% or $193,404 at 6%.
201912$1,130,898$50,443$25,222iApproximate average salary by contribution assumption: employee only about $630,538 at 4% or $420,358 at 6%; with 50% employer match about $420,358 at 4% or $280,239 at 6%; with 100% employer match about $315,269 at 4% or $210,179 at 6%.
Daniel S. Lobel Keogh Plan-2$1,130,898$50,443$25,222iApproximate average salary by contribution assumption: employee only about $630,538 at 4% or $420,358 at 6%; with 50% employer match about $420,358 at 4% or $280,239 at 6%; with 100% employer match about $315,269 at 4% or $210,179 at 6%.
201812$885,655$66,300$33,150iApproximate average salary by contribution assumption: employee only about $828,750 at 4% or $552,500 at 6%; with 50% employer match about $552,500 at 4% or $368,333 at 6%; with 100% employer match about $414,375 at 4% or $276,250 at 6%.
Daniel S. Lobel Keogh Plan-2$885,655$66,300$33,150iApproximate average salary by contribution assumption: employee only about $828,750 at 4% or $552,500 at 6%; with 50% employer match about $552,500 at 4% or $368,333 at 6%; with 100% employer match about $414,375 at 4% or $276,250 at 6%.
201712$870,302$97,490$48,745iApproximate average salary by contribution assumption: employee only about $1,218,625 at 4% or $812,417 at 6%; with 50% employer match about $812,417 at 4% or $541,611 at 6%; with 100% employer match about $609,313 at 4% or $406,208 at 6%.
Daniel S. Lobel Keogh Plan-2$870,302$97,490$48,745iApproximate average salary by contribution assumption: employee only about $1,218,625 at 4% or $812,417 at 6%; with 50% employer match about $812,417 at 4% or $541,611 at 6%; with 100% employer match about $609,313 at 4% or $406,208 at 6%.
201612$668,363$89,766$44,883iApproximate average salary by contribution assumption: employee only about $1,122,075 at 4% or $748,050 at 6%; with 50% employer match about $748,050 at 4% or $498,700 at 6%; with 100% employer match about $561,038 at 4% or $374,025 at 6%.
Daniel S. Lobel Keogh Plan-2$668,363$89,766$44,883iApproximate average salary by contribution assumption: employee only about $1,122,075 at 4% or $748,050 at 6%; with 50% employer match about $748,050 at 4% or $498,700 at 6%; with 100% employer match about $561,038 at 4% or $374,025 at 6%.
201512$559,683$72,100$36,050iApproximate average salary by contribution assumption: employee only about $901,250 at 4% or $600,833 at 6%; with 50% employer match about $600,833 at 4% or $400,556 at 6%; with 100% employer match about $450,625 at 4% or $300,417 at 6%.
Daniel S. Lobel Keogh Plan-2$559,683$72,100$36,050iApproximate average salary by contribution assumption: employee only about $901,250 at 4% or $600,833 at 6%; with 50% employer match about $600,833 at 4% or $400,556 at 6%; with 100% employer match about $450,625 at 4% or $300,417 at 6%.
201412$543,419$51,860$25,930iApproximate average salary by contribution assumption: employee only about $648,250 at 4% or $432,167 at 6%; with 50% employer match about $432,167 at 4% or $288,111 at 6%; with 100% employer match about $324,125 at 4% or $216,083 at 6%.
Daniel S. Lobel Keogh Plan-2$543,419$51,860$25,930iApproximate average salary by contribution assumption: employee only about $648,250 at 4% or $432,167 at 6%; with 50% employer match about $432,167 at 4% or $288,111 at 6%; with 100% employer match about $324,125 at 4% or $216,083 at 6%.
201312$454,476$12,456$6,228iApproximate average salary by contribution assumption: employee only about $155,700 at 4% or $103,800 at 6%; with 50% employer match about $103,800 at 4% or $69,200 at 6%; with 100% employer match about $77,850 at 4% or $51,900 at 6%.
Daniel S. Lobel Keogh Plan-2$454,476$12,456$6,228iApproximate average salary by contribution assumption: employee only about $155,700 at 4% or $103,800 at 6%; with 50% employer match about $103,800 at 4% or $69,200 at 6%; with 100% employer match about $77,850 at 4% or $51,900 at 6%.
201212$432,708$80,204$40,102iApproximate average salary by contribution assumption: employee only about $1,002,550 at 4% or $668,367 at 6%; with 50% employer match about $668,367 at 4% or $445,578 at 6%; with 100% employer match about $501,275 at 4% or $334,183 at 6%.
Daniel S. Lobel Keogh Plan-2$432,708$80,204$40,102iApproximate average salary by contribution assumption: employee only about $1,002,550 at 4% or $668,367 at 6%; with 50% employer match about $668,367 at 4% or $445,578 at 6%; with 100% employer match about $501,275 at 4% or $334,183 at 6%.