Shapiro & Lee PLLC DBA Sargoy Stein
Plan context: Sargoy Stein 401(K) Profit Sharing Plan
EIN 86-2854718 • New York, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
23
2025 Assets
$9,340,093
2025 Contributions
$250,199
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 23 | $9,340,093 | $250,199 | $10,878iApproximate average salary by contribution assumption: employee only about $271,955 at 4% or $181,304 at 6%; with 50% employer match about $181,304 at 4% or $120,869 at 6%; with 100% employer match about $135,978 at 4% or $90,652 at 6%. |
| Sargoy Stein 401(K) Profit Sharing Plan | - | 23 | $9,340,093 | $250,199 | $10,878iApproximate average salary by contribution assumption: employee only about $271,955 at 4% or $181,304 at 6%; with 50% employer match about $181,304 at 4% or $120,869 at 6%; with 100% employer match about $135,978 at 4% or $90,652 at 6%. |
| 2024 | 1 | 21 | $7,964,461 | $254,325 | $12,111iApproximate average salary by contribution assumption: employee only about $302,768 at 4% or $201,845 at 6%; with 50% employer match about $201,845 at 4% or $134,563 at 6%; with 100% employer match about $151,384 at 4% or $100,923 at 6%. |
| Sargoy Stein 401(K) Profit Sharing Plan | - | 21 | $7,964,461 | $254,325 | $12,111iApproximate average salary by contribution assumption: employee only about $302,768 at 4% or $201,845 at 6%; with 50% employer match about $201,845 at 4% or $134,563 at 6%; with 100% employer match about $151,384 at 4% or $100,923 at 6%. |
| 2023 | 1 | 23 | $9,115,185 | $254,800 | $11,078iApproximate average salary by contribution assumption: employee only about $276,957 at 4% or $184,638 at 6%; with 50% employer match about $184,638 at 4% or $123,092 at 6%; with 100% employer match about $138,478 at 4% or $92,319 at 6%. |
| Sargoy Stein 401(K) Profit Sharing Plan | - | 23 | $9,115,185 | $254,800 | $11,078iApproximate average salary by contribution assumption: employee only about $276,957 at 4% or $184,638 at 6%; with 50% employer match about $184,638 at 4% or $123,092 at 6%; with 100% employer match about $138,478 at 4% or $92,319 at 6%. |
| 2022 | 1 | 24 | $7,420,713 | $246,624 | $10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%. |
| Sargoy Stein 401(K) Profit Sharing Plan | - | 24 | $7,420,713 | $246,624 | $10,276iApproximate average salary by contribution assumption: employee only about $256,900 at 4% or $171,267 at 6%; with 50% employer match about $171,267 at 4% or $114,178 at 6%; with 100% employer match about $128,450 at 4% or $85,633 at 6%. |