Civic Intelligence

Stephen Santagata Consulting LLC

Plan context: Stephen Santagata Consulting LLC 401(K) Plan

EIN 81-2866317 • Middletown, NY • 17 filings • 2 plans

24 Hill RoadMiddletown, NY 10941
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,921

2024 Contributions

$2,860

Historical Graphs

Total Assets Over Time

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

$2,047,080$1,023,540$0201620202023YearValue
$2,921Latest year 2023

Participants Over Time

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

530201620202023YearValue
1Latest year 2023

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
202410$0$0-
Stephen Santagata Consulting LLC 401(K) Plan-0$0$0-
202321$2,921$2,860$2,860iApproximate average salary by contribution assumption: employee only about $71,500 at 4% or $47,667 at 6%; with 50% employer match about $47,667 at 4% or $31,778 at 6%; with 100% employer match about $35,750 at 4% or $23,833 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-1$2,921$2,860$2,860iApproximate average salary by contribution assumption: employee only about $71,500 at 4% or $47,667 at 6%; with 50% employer match about $47,667 at 4% or $31,778 at 6%; with 100% employer match about $35,750 at 4% or $23,833 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-0$0$0-
202225$2,047,080$352,328$70,466iApproximate average salary by contribution assumption: employee only about $1,761,640 at 4% or $1,174,427 at 6%; with 50% employer match about $1,174,427 at 4% or $782,951 at 6%; with 100% employer match about $880,820 at 4% or $587,213 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-5$1,605,315$280,715$56,143iApproximate average salary by contribution assumption: employee only about $1,403,575 at 4% or $935,717 at 6%; with 50% employer match about $935,717 at 4% or $623,811 at 6%; with 100% employer match about $701,788 at 4% or $467,858 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-4$441,765$71,613$17,903iApproximate average salary by contribution assumption: employee only about $447,581 at 4% or $298,388 at 6%; with 50% employer match about $298,388 at 4% or $198,925 at 6%; with 100% employer match about $223,791 at 4% or $149,194 at 6%.
202125$1,764,828$249,333$49,867iApproximate average salary by contribution assumption: employee only about $1,246,665 at 4% or $831,110 at 6%; with 50% employer match about $831,110 at 4% or $554,073 at 6%; with 100% employer match about $623,333 at 4% or $415,555 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-5$1,362,215$180,715$36,143iApproximate average salary by contribution assumption: employee only about $903,575 at 4% or $602,383 at 6%; with 50% employer match about $602,383 at 4% or $401,589 at 6%; with 100% employer match about $451,788 at 4% or $301,192 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-5$402,613$68,618$13,724iApproximate average salary by contribution assumption: employee only about $343,090 at 4% or $228,727 at 6%; with 50% employer match about $228,727 at 4% or $152,484 at 6%; with 100% employer match about $171,545 at 4% or $114,363 at 6%.
202022$1,362,187$247,463$123,732iApproximate average salary by contribution assumption: employee only about $3,093,288 at 4% or $2,062,192 at 6%; with 50% employer match about $2,062,192 at 4% or $1,374,794 at 6%; with 100% employer match about $1,546,644 at 4% or $1,031,096 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-2$1,021,045$180,759$90,380iApproximate average salary by contribution assumption: employee only about $2,259,488 at 4% or $1,506,325 at 6%; with 50% employer match about $1,506,325 at 4% or $1,004,217 at 6%; with 100% employer match about $1,129,744 at 4% or $753,163 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-2$341,142$66,704$33,352iApproximate average salary by contribution assumption: employee only about $833,800 at 4% or $555,867 at 6%; with 50% employer match about $555,867 at 4% or $370,578 at 6%; with 100% employer match about $416,900 at 4% or $277,933 at 6%.
201922$1,038,817$246,012$123,006iApproximate average salary by contribution assumption: employee only about $3,075,150 at 4% or $2,050,100 at 6%; with 50% employer match about $2,050,100 at 4% or $1,366,733 at 6%; with 100% employer match about $1,537,575 at 4% or $1,025,050 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-2$781,470$180,724$90,362iApproximate average salary by contribution assumption: employee only about $2,259,050 at 4% or $1,506,033 at 6%; with 50% employer match about $1,506,033 at 4% or $1,004,022 at 6%; with 100% employer match about $1,129,525 at 4% or $753,017 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-2$257,347$65,288$32,644iApproximate average salary by contribution assumption: employee only about $816,100 at 4% or $544,067 at 6%; with 50% employer match about $544,067 at 4% or $362,711 at 6%; with 100% employer match about $408,050 at 4% or $272,033 at 6%.
201821$746,902$241,236$241,236iApproximate average salary by contribution assumption: employee only about $6,030,900 at 4% or $4,020,600 at 6%; with 50% employer match about $4,020,600 at 4% or $2,680,400 at 6%; with 100% employer match about $3,015,450 at 4% or $2,010,300 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-1$558,965$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-1$187,937$61,236$61,236iApproximate average salary by contribution assumption: employee only about $1,530,900 at 4% or $1,020,600 at 6%; with 50% employer match about $1,020,600 at 4% or $680,400 at 6%; with 100% employer match about $765,450 at 4% or $510,300 at 6%.
201722$525,887$262,744$131,372iApproximate average salary by contribution assumption: employee only about $3,284,300 at 4% or $2,189,533 at 6%; with 50% employer match about $2,189,533 at 4% or $1,459,689 at 6%; with 100% employer match about $1,642,150 at 4% or $1,094,767 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-2$400,646$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-2$125,241$62,744$31,372iApproximate average salary by contribution assumption: employee only about $784,300 at 4% or $522,867 at 6%; with 50% employer match about $522,867 at 4% or $348,578 at 6%; with 100% employer match about $392,150 at 4% or $261,433 at 6%.
201623$250,658$250,805$83,602iApproximate average salary by contribution assumption: employee only about $2,090,042 at 4% or $1,393,361 at 6%; with 50% employer match about $1,393,361 at 4% or $928,907 at 6%; with 100% employer match about $1,045,021 at 4% or $696,681 at 6%.
Stephen Santagata Consulting LLC Cash Balance Plan-3$187,998$188,145$62,715iApproximate average salary by contribution assumption: employee only about $1,567,875 at 4% or $1,045,250 at 6%; with 50% employer match about $1,045,250 at 4% or $696,833 at 6%; with 100% employer match about $783,938 at 4% or $522,625 at 6%.
Stephen Santagata Consulting LLC 401(K) Plan-3$62,660$62,660$20,887iApproximate average salary by contribution assumption: employee only about $522,167 at 4% or $348,111 at 6%; with 50% employer match about $348,111 at 4% or $232,074 at 6%; with 100% employer match about $261,083 at 4% or $174,056 at 6%.