Caesar, Napoli & Spivak PLLC
Plan context: Caesar, Napoli & Spivak PLLC Retirement Plan and Trust and 401(K)
EIN 88-0731226 • New York, NY • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$10,713,429
2024 Contributions
$555,847
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 36 | $10,713,429 | $555,847 | $15,440iApproximate average salary by contribution assumption: employee only about $386,005 at 4% or $257,337 at 6%; with 50% employer match about $257,337 at 4% or $171,558 at 6%; with 100% employer match about $193,002 at 4% or $128,668 at 6%. |
| Caesar, Napoli & Spivak PLLC Retirement Plan and Trust and 401(K) | - | 36 | $6,795,153 | $363,047 | $10,085iApproximate average salary by contribution assumption: employee only about $252,116 at 4% or $168,077 at 6%; with 50% employer match about $168,077 at 4% or $112,052 at 6%; with 100% employer match about $126,058 at 4% or $84,039 at 6%. |
| CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN | - | 34 | $3,918,276 | $192,800 | $5,671iApproximate average salary by contribution assumption: employee only about $141,765 at 4% or $94,510 at 6%; with 50% employer match about $94,510 at 4% or $63,007 at 6%; with 100% employer match about $70,882 at 4% or $47,255 at 6%. |
| 2023 | 1 | 31 | $3,357,644 | $219,700 | $7,087iApproximate average salary by contribution assumption: employee only about $177,177 at 4% or $118,118 at 6%; with 50% employer match about $118,118 at 4% or $78,746 at 6%; with 100% employer match about $88,589 at 4% or $59,059 at 6%. |
| CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN | - | 31 | $3,357,644 | $219,700 | $7,087iApproximate average salary by contribution assumption: employee only about $177,177 at 4% or $118,118 at 6%; with 50% employer match about $118,118 at 4% or $78,746 at 6%; with 100% employer match about $88,589 at 4% or $59,059 at 6%. |
| 2022 | 1 | 31 | $2,811,532 | $475,785 | $15,348iApproximate average salary by contribution assumption: employee only about $383,698 at 4% or $255,798 at 6%; with 50% employer match about $255,798 at 4% or $170,532 at 6%; with 100% employer match about $191,849 at 4% or $127,899 at 6%. |
| CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN | - | 31 | $2,811,532 | $475,785 | $15,348iApproximate average salary by contribution assumption: employee only about $383,698 at 4% or $255,798 at 6%; with 50% employer match about $255,798 at 4% or $170,532 at 6%; with 100% employer match about $191,849 at 4% or $127,899 at 6%. |