Civic Intelligence

Hart & Patterson Financial Services

Plan context: Hart & Patterson Financial Services Profit Sharing Plan

EIN 04-3187537 • Amherst, MA • 31 filings • 3 plans

19 Research DriveAmherst, MA 01002
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,407,473

2024 Contributions

$22,852

Historical Graphs

Total Assets Over Time

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

$4,665,466$2,332,733$0199920112023YearValue
$2,407,473Latest year 2023

Participants Over Time

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

1050199920112023YearValue
2Latest 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$22,852-
Hart & Patterson Financial Services Profit Sharing Plan-0$0$22,852-
202312$2,407,473$82,605$41,303iApproximate average salary by contribution assumption: employee only about $1,032,563 at 4% or $688,375 at 6%; with 50% employer match about $688,375 at 4% or $458,917 at 6%; with 100% employer match about $516,281 at 4% or $344,188 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-2$2,407,473$82,605$41,303iApproximate average salary by contribution assumption: employee only about $1,032,563 at 4% or $688,375 at 6%; with 50% employer match about $688,375 at 4% or $458,917 at 6%; with 100% employer match about $516,281 at 4% or $344,188 at 6%.
202213$2,606,802$87,808$29,269iApproximate average salary by contribution assumption: employee only about $731,733 at 4% or $487,822 at 6%; with 50% employer match about $487,822 at 4% or $325,215 at 6%; with 100% employer match about $365,867 at 4% or $243,911 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-3$2,606,802$87,808$29,269iApproximate average salary by contribution assumption: employee only about $731,733 at 4% or $487,822 at 6%; with 50% employer match about $487,822 at 4% or $325,215 at 6%; with 100% employer match about $365,867 at 4% or $243,911 at 6%.
202113$2,962,881$148,029$49,343iApproximate average salary by contribution assumption: employee only about $1,233,575 at 4% or $822,383 at 6%; with 50% employer match about $822,383 at 4% or $548,256 at 6%; with 100% employer match about $616,788 at 4% or $411,192 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-3$2,962,881$148,029$49,343iApproximate average salary by contribution assumption: employee only about $1,233,575 at 4% or $822,383 at 6%; with 50% employer match about $822,383 at 4% or $548,256 at 6%; with 100% employer match about $616,788 at 4% or $411,192 at 6%.
202015$3,821,699$144,926$28,985iApproximate average salary by contribution assumption: employee only about $724,630 at 4% or $483,087 at 6%; with 50% employer match about $483,087 at 4% or $322,058 at 6%; with 100% employer match about $362,315 at 4% or $241,543 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-5$3,821,699$144,926$28,985iApproximate average salary by contribution assumption: employee only about $724,630 at 4% or $483,087 at 6%; with 50% employer match about $483,087 at 4% or $322,058 at 6%; with 100% employer match about $362,315 at 4% or $241,543 at 6%.
201916$4,665,466$175,406$29,234iApproximate average salary by contribution assumption: employee only about $730,858 at 4% or $487,239 at 6%; with 50% employer match about $487,239 at 4% or $324,826 at 6%; with 100% employer match about $365,429 at 4% or $243,619 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-6$4,665,466$175,406$29,234iApproximate average salary by contribution assumption: employee only about $730,858 at 4% or $487,239 at 6%; with 50% employer match about $487,239 at 4% or $324,826 at 6%; with 100% employer match about $365,429 at 4% or $243,619 at 6%.
201816$3,575,884$208,565$34,761iApproximate average salary by contribution assumption: employee only about $869,021 at 4% or $579,347 at 6%; with 50% employer match about $579,347 at 4% or $386,231 at 6%; with 100% employer match about $434,510 at 4% or $289,674 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-6$3,575,884$208,565$34,761iApproximate average salary by contribution assumption: employee only about $869,021 at 4% or $579,347 at 6%; with 50% employer match about $579,347 at 4% or $386,231 at 6%; with 100% employer match about $434,510 at 4% or $289,674 at 6%.
201718$4,035,201$249,313$31,164iApproximate average salary by contribution assumption: employee only about $779,103 at 4% or $519,402 at 6%; with 50% employer match about $519,402 at 4% or $346,268 at 6%; with 100% employer match about $389,552 at 4% or $259,701 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$4,035,201$249,313$31,164iApproximate average salary by contribution assumption: employee only about $779,103 at 4% or $519,402 at 6%; with 50% employer match about $519,402 at 4% or $346,268 at 6%; with 100% employer match about $389,552 at 4% or $259,701 at 6%.
201618$3,112,024$196,626$24,578iApproximate average salary by contribution assumption: employee only about $614,456 at 4% or $409,638 at 6%; with 50% employer match about $409,638 at 4% or $273,092 at 6%; with 100% employer match about $307,228 at 4% or $204,819 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$3,112,024$196,626$24,578iApproximate average salary by contribution assumption: employee only about $614,456 at 4% or $409,638 at 6%; with 50% employer match about $409,638 at 4% or $273,092 at 6%; with 100% employer match about $307,228 at 4% or $204,819 at 6%.
201518$3,297,589$204,849$25,606iApproximate average salary by contribution assumption: employee only about $640,153 at 4% or $426,769 at 6%; with 50% employer match about $426,769 at 4% or $284,513 at 6%; with 100% employer match about $320,077 at 4% or $213,384 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$3,297,589$204,849$25,606iApproximate average salary by contribution assumption: employee only about $640,153 at 4% or $426,769 at 6%; with 50% employer match about $426,769 at 4% or $284,513 at 6%; with 100% employer match about $320,077 at 4% or $213,384 at 6%.
2014110$4,508,042$248,556$24,856iApproximate average salary by contribution assumption: employee only about $621,390 at 4% or $414,260 at 6%; with 50% employer match about $414,260 at 4% or $276,173 at 6%; with 100% employer match about $310,695 at 4% or $207,130 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-10$4,508,042$248,556$24,856iApproximate average salary by contribution assumption: employee only about $621,390 at 4% or $414,260 at 6%; with 50% employer match about $414,260 at 4% or $276,173 at 6%; with 100% employer match about $310,695 at 4% or $207,130 at 6%.
2013110$4,372,199$253,030$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-10$4,372,199$253,030$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.
201219$3,184,433$287,377$31,931iApproximate average salary by contribution assumption: employee only about $798,269 at 4% or $532,180 at 6%; with 50% employer match about $532,180 at 4% or $354,786 at 6%; with 100% employer match about $399,135 at 4% or $266,090 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-9$3,184,433$287,377$31,931iApproximate average salary by contribution assumption: employee only about $798,269 at 4% or $532,180 at 6%; with 50% employer match about $532,180 at 4% or $354,786 at 6%; with 100% employer match about $399,135 at 4% or $266,090 at 6%.
201119$2,469,260$274,171$30,463iApproximate average salary by contribution assumption: employee only about $761,586 at 4% or $507,724 at 6%; with 50% employer match about $507,724 at 4% or $338,483 at 6%; with 100% employer match about $380,793 at 4% or $253,862 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-9$2,469,260$274,171$30,463iApproximate average salary by contribution assumption: employee only about $761,586 at 4% or $507,724 at 6%; with 50% employer match about $507,724 at 4% or $338,483 at 6%; with 100% employer match about $380,793 at 4% or $253,862 at 6%.
201019$2,345,565$183,672$20,408iApproximate average salary by contribution assumption: employee only about $510,200 at 4% or $340,133 at 6%; with 50% employer match about $340,133 at 4% or $226,756 at 6%; with 100% employer match about $255,100 at 4% or $170,067 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-9$2,345,565$183,672$20,408iApproximate average salary by contribution assumption: employee only about $510,200 at 4% or $340,133 at 6%; with 50% employer match about $340,133 at 4% or $226,756 at 6%; with 100% employer match about $255,100 at 4% or $170,067 at 6%.
200918$2,265,051$198,831$24,854iApproximate average salary by contribution assumption: employee only about $621,347 at 4% or $414,231 at 6%; with 50% employer match about $414,231 at 4% or $276,154 at 6%; with 100% employer match about $310,673 at 4% or $207,116 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$2,265,051$198,831$24,854iApproximate average salary by contribution assumption: employee only about $621,347 at 4% or $414,231 at 6%; with 50% employer match about $414,231 at 4% or $276,154 at 6%; with 100% employer match about $310,673 at 4% or $207,116 at 6%.
200818$1,524,816$242,595$30,324iApproximate average salary by contribution assumption: employee only about $758,109 at 4% or $505,406 at 6%; with 50% employer match about $505,406 at 4% or $336,938 at 6%; with 100% employer match about $379,055 at 4% or $252,703 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$1,524,816$242,595$30,324iApproximate average salary by contribution assumption: employee only about $758,109 at 4% or $505,406 at 6%; with 50% employer match about $505,406 at 4% or $336,938 at 6%; with 100% employer match about $379,055 at 4% or $252,703 at 6%.
200718$2,176,071$209,111$26,139iApproximate average salary by contribution assumption: employee only about $653,472 at 4% or $435,648 at 6%; with 50% employer match about $435,648 at 4% or $290,432 at 6%; with 100% employer match about $326,736 at 4% or $217,824 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$2,176,071$209,111$26,139iApproximate average salary by contribution assumption: employee only about $653,472 at 4% or $435,648 at 6%; with 50% employer match about $435,648 at 4% or $290,432 at 6%; with 100% employer match about $326,736 at 4% or $217,824 at 6%.
200618$1,796,778$198,471$24,809iApproximate average salary by contribution assumption: employee only about $620,222 at 4% or $413,481 at 6%; with 50% employer match about $413,481 at 4% or $275,654 at 6%; with 100% employer match about $310,111 at 4% or $206,741 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$1,796,778$198,471$24,809iApproximate average salary by contribution assumption: employee only about $620,222 at 4% or $413,481 at 6%; with 50% employer match about $413,481 at 4% or $275,654 at 6%; with 100% employer match about $310,111 at 4% or $206,741 at 6%.
200518$1,351,374$192,724$24,091iApproximate average salary by contribution assumption: employee only about $602,263 at 4% or $401,508 at 6%; with 50% employer match about $401,508 at 4% or $267,672 at 6%; with 100% employer match about $301,131 at 4% or $200,754 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$1,351,374$192,724$24,091iApproximate average salary by contribution assumption: employee only about $602,263 at 4% or $401,508 at 6%; with 50% employer match about $401,508 at 4% or $267,672 at 6%; with 100% employer match about $301,131 at 4% or $200,754 at 6%.
200418$1,020,271$182,178$22,772iApproximate average salary by contribution assumption: employee only about $569,306 at 4% or $379,538 at 6%; with 50% employer match about $379,538 at 4% or $253,025 at 6%; with 100% employer match about $284,653 at 4% or $189,769 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$1,020,271$182,178$22,772iApproximate average salary by contribution assumption: employee only about $569,306 at 4% or $379,538 at 6%; with 50% employer match about $379,538 at 4% or $253,025 at 6%; with 100% employer match about $284,653 at 4% or $189,769 at 6%.
200328$721,566$143,097$17,887iApproximate average salary by contribution assumption: employee only about $447,178 at 4% or $298,119 at 6%; with 50% employer match about $298,119 at 4% or $198,746 at 6%; with 100% employer match about $223,589 at 4% or $149,059 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-8$721,566$143,097$17,887iApproximate average salary by contribution assumption: employee only about $447,178 at 4% or $298,119 at 6%; with 50% employer match about $298,119 at 4% or $198,746 at 6%; with 100% employer match about $223,589 at 4% or $149,059 at 6%.
Hart & Patterson Financial Services Money Purchase Plan-0---
200226$412,088$104,661$17,444iApproximate average salary by contribution assumption: employee only about $436,088 at 4% or $290,725 at 6%; with 50% employer match about $290,725 at 4% or $193,817 at 6%; with 100% employer match about $218,044 at 4% or $145,363 at 6%.
Hart & Patterson Financial Services Money Purchase Plan-4$290,462$30,265$7,566iApproximate average salary by contribution assumption: employee only about $189,156 at 4% or $126,104 at 6%; with 50% employer match about $126,104 at 4% or $84,069 at 6%; with 100% employer match about $94,578 at 4% or $63,052 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-6$121,626$74,396$12,399iApproximate average salary by contribution assumption: employee only about $309,983 at 4% or $206,656 at 6%; with 50% employer match about $206,656 at 4% or $137,770 at 6%; with 100% employer match about $154,992 at 4% or $103,328 at 6%.
200124$413,998$105,662$26,416iApproximate average salary by contribution assumption: employee only about $660,388 at 4% or $440,258 at 6%; with 50% employer match about $440,258 at 4% or $293,506 at 6%; with 100% employer match about $330,194 at 4% or $220,129 at 6%.
Hart & Patterson Financial Services Money Purchase Plan-4$335,372$58,477$14,619iApproximate average salary by contribution assumption: employee only about $365,481 at 4% or $243,654 at 6%; with 50% employer match about $243,654 at 4% or $162,436 at 6%; with 100% employer match about $182,741 at 4% or $121,827 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-4$78,626$47,185$11,796iApproximate average salary by contribution assumption: employee only about $294,906 at 4% or $196,604 at 6%; with 50% employer match about $196,604 at 4% or $131,069 at 6%; with 100% employer match about $147,453 at 4% or $98,302 at 6%.
200024$385,411$69,904$17,476iApproximate average salary by contribution assumption: employee only about $436,900 at 4% or $291,267 at 6%; with 50% employer match about $291,267 at 4% or $194,178 at 6%; with 100% employer match about $218,450 at 4% or $145,633 at 6%.
Hart & Patterson Financial Services Money Purchase Plan-4$329,381$43,597$10,899iApproximate average salary by contribution assumption: employee only about $272,481 at 4% or $181,654 at 6%; with 50% employer match about $181,654 at 4% or $121,103 at 6%; with 100% employer match about $136,241 at 4% or $90,827 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-4$56,030$26,307$6,577iApproximate average salary by contribution assumption: employee only about $164,419 at 4% or $109,613 at 6%; with 50% employer match about $109,613 at 4% or $73,075 at 6%; with 100% employer match about $82,209 at 4% or $54,806 at 6%.
199923$380,295$38,625$12,875iApproximate average salary by contribution assumption: employee only about $321,875 at 4% or $214,583 at 6%; with 50% employer match about $214,583 at 4% or $143,056 at 6%; with 100% employer match about $160,938 at 4% or $107,292 at 6%.
Hart & Patterson Financial Services Money Purchase Plan-3$337,813$15,558$5,186iApproximate average salary by contribution assumption: employee only about $129,650 at 4% or $86,433 at 6%; with 50% employer match about $86,433 at 4% or $57,622 at 6%; with 100% employer match about $64,825 at 4% or $43,217 at 6%.
Hart & Patterson Financial Services Profit Sharing Plan-3$42,482$23,067$7,689iApproximate average salary by contribution assumption: employee only about $192,225 at 4% or $128,150 at 6%; with 50% employer match about $128,150 at 4% or $85,433 at 6%; with 100% employer match about $96,113 at 4% or $64,075 at 6%.