Ernest Peterson Inc.
Plan context: Ernest Peterson Incorporated Profit Sharing Plan
EIN 06-0643171 • Hartford, CT • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,122,398
2024 Contributions
$101,991
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 | 1 | 5 | $2,122,398 | $101,991 | $20,398iApproximate average salary by contribution assumption: employee only about $509,955 at 4% or $339,970 at 6%; with 50% employer match about $339,970 at 4% or $226,647 at 6%; with 100% employer match about $254,978 at 4% or $169,985 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 5 | $2,122,398 | $101,991 | $20,398iApproximate average salary by contribution assumption: employee only about $509,955 at 4% or $339,970 at 6%; with 50% employer match about $339,970 at 4% or $226,647 at 6%; with 100% employer match about $254,978 at 4% or $169,985 at 6%. |
| 2023 | 1 | 4 | $1,991,328 | $240,618 | $60,155iApproximate average salary by contribution assumption: employee only about $1,503,863 at 4% or $1,002,575 at 6%; with 50% employer match about $1,002,575 at 4% or $668,383 at 6%; with 100% employer match about $751,931 at 4% or $501,288 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 4 | $1,991,328 | $240,618 | $60,155iApproximate average salary by contribution assumption: employee only about $1,503,863 at 4% or $1,002,575 at 6%; with 50% employer match about $1,002,575 at 4% or $668,383 at 6%; with 100% employer match about $751,931 at 4% or $501,288 at 6%. |
| 2022 | 1 | 7 | $5,480,786 | $75,755 | $10,822iApproximate average salary by contribution assumption: employee only about $270,554 at 4% or $180,369 at 6%; with 50% employer match about $180,369 at 4% or $120,246 at 6%; with 100% employer match about $135,277 at 4% or $90,185 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $5,480,786 | $75,755 | $10,822iApproximate average salary by contribution assumption: employee only about $270,554 at 4% or $180,369 at 6%; with 50% employer match about $180,369 at 4% or $120,246 at 6%; with 100% employer match about $135,277 at 4% or $90,185 at 6%. |
| 2021 | 1 | 7 | $6,347,115 | $135,685 | $19,384iApproximate average salary by contribution assumption: employee only about $484,589 at 4% or $323,060 at 6%; with 50% employer match about $323,060 at 4% or $215,373 at 6%; with 100% employer match about $242,295 at 4% or $161,530 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $6,347,115 | $135,685 | $19,384iApproximate average salary by contribution assumption: employee only about $484,589 at 4% or $323,060 at 6%; with 50% employer match about $323,060 at 4% or $215,373 at 6%; with 100% employer match about $242,295 at 4% or $161,530 at 6%. |
| 2020 | 1 | 7 | $7,810,709 | $177,733 | $25,390iApproximate average salary by contribution assumption: employee only about $634,761 at 4% or $423,174 at 6%; with 50% employer match about $423,174 at 4% or $282,116 at 6%; with 100% employer match about $317,380 at 4% or $211,587 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $7,810,709 | $177,733 | $25,390iApproximate average salary by contribution assumption: employee only about $634,761 at 4% or $423,174 at 6%; with 50% employer match about $423,174 at 4% or $282,116 at 6%; with 100% employer match about $317,380 at 4% or $211,587 at 6%. |
| 2016 | 1 | 7 | $7,855,486 | $214,756 | $30,679iApproximate average salary by contribution assumption: employee only about $766,986 at 4% or $511,324 at 6%; with 50% employer match about $511,324 at 4% or $340,883 at 6%; with 100% employer match about $383,493 at 4% or $255,662 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $7,855,486 | $214,756 | $30,679iApproximate average salary by contribution assumption: employee only about $766,986 at 4% or $511,324 at 6%; with 50% employer match about $511,324 at 4% or $340,883 at 6%; with 100% employer match about $383,493 at 4% or $255,662 at 6%. |
| 2015 | 1 | 7 | $7,162,025 | $210,810 | $30,116iApproximate average salary by contribution assumption: employee only about $752,893 at 4% or $501,929 at 6%; with 50% employer match about $501,929 at 4% or $334,619 at 6%; with 100% employer match about $376,446 at 4% or $250,964 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $7,162,025 | $210,810 | $30,116iApproximate average salary by contribution assumption: employee only about $752,893 at 4% or $501,929 at 6%; with 50% employer match about $501,929 at 4% or $334,619 at 6%; with 100% employer match about $376,446 at 4% or $250,964 at 6%. |
| 2014 | 1 | 7 | $7,220,080 | $141,080 | $20,154iApproximate average salary by contribution assumption: employee only about $503,857 at 4% or $335,905 at 6%; with 50% employer match about $335,905 at 4% or $223,937 at 6%; with 100% employer match about $251,929 at 4% or $167,952 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $7,220,080 | $141,080 | $20,154iApproximate average salary by contribution assumption: employee only about $503,857 at 4% or $335,905 at 6%; with 50% employer match about $335,905 at 4% or $223,937 at 6%; with 100% employer match about $251,929 at 4% or $167,952 at 6%. |
| 2013 | 1 | 7 | $6,557,000 | $0 | - |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $6,557,000 | - | - |
| 2012 | 1 | 7 | $5,792,846 | $139,180 | $19,883iApproximate average salary by contribution assumption: employee only about $497,071 at 4% or $331,381 at 6%; with 50% employer match about $331,381 at 4% or $220,921 at 6%; with 100% employer match about $248,536 at 4% or $165,690 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $5,792,846 | $139,180 | $19,883iApproximate average salary by contribution assumption: employee only about $497,071 at 4% or $331,381 at 6%; with 50% employer match about $331,381 at 4% or $220,921 at 6%; with 100% employer match about $248,536 at 4% or $165,690 at 6%. |
| 2011 | 1 | 7 | $5,325,385 | $147,904 | $21,129iApproximate average salary by contribution assumption: employee only about $528,229 at 4% or $352,152 at 6%; with 50% employer match about $352,152 at 4% or $234,768 at 6%; with 100% employer match about $264,114 at 4% or $176,076 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $5,325,385 | $147,904 | $21,129iApproximate average salary by contribution assumption: employee only about $528,229 at 4% or $352,152 at 6%; with 50% employer match about $352,152 at 4% or $234,768 at 6%; with 100% employer match about $264,114 at 4% or $176,076 at 6%. |
| 2010 | 1 | 7 | $5,105,941 | $258,312 | $36,902iApproximate average salary by contribution assumption: employee only about $922,543 at 4% or $615,029 at 6%; with 50% employer match about $615,029 at 4% or $410,019 at 6%; with 100% employer match about $461,271 at 4% or $307,514 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $5,105,941 | $258,312 | $36,902iApproximate average salary by contribution assumption: employee only about $922,543 at 4% or $615,029 at 6%; with 50% employer match about $615,029 at 4% or $410,019 at 6%; with 100% employer match about $461,271 at 4% or $307,514 at 6%. |
| 2009 | 1 | 7 | $4,451,581 | $194,955 | $27,851iApproximate average salary by contribution assumption: employee only about $696,268 at 4% or $464,179 at 6%; with 50% employer match about $464,179 at 4% or $309,452 at 6%; with 100% employer match about $348,134 at 4% or $232,089 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 7 | $4,451,581 | $194,955 | $27,851iApproximate average salary by contribution assumption: employee only about $696,268 at 4% or $464,179 at 6%; with 50% employer match about $464,179 at 4% or $309,452 at 6%; with 100% employer match about $348,134 at 4% or $232,089 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 8 | $4,491,018 | $160,987 | $20,123iApproximate average salary by contribution assumption: employee only about $503,084 at 4% or $335,390 at 6%; with 50% employer match about $335,390 at 4% or $223,593 at 6%; with 100% employer match about $251,542 at 4% or $167,695 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 8 | $4,491,018 | $160,987 | $20,123iApproximate average salary by contribution assumption: employee only about $503,084 at 4% or $335,390 at 6%; with 50% employer match about $335,390 at 4% or $223,593 at 6%; with 100% employer match about $251,542 at 4% or $167,695 at 6%. |
| 2005 | 1 | 9 | $4,360,042 | $174,572 | $19,397iApproximate average salary by contribution assumption: employee only about $484,922 at 4% or $323,281 at 6%; with 50% employer match about $323,281 at 4% or $215,521 at 6%; with 100% employer match about $242,461 at 4% or $161,641 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 9 | $4,360,042 | $174,572 | $19,397iApproximate average salary by contribution assumption: employee only about $484,922 at 4% or $323,281 at 6%; with 50% employer match about $323,281 at 4% or $215,521 at 6%; with 100% employer match about $242,461 at 4% or $161,641 at 6%. |
| 2004 | 1 | 10 | $4,253,679 | $167,178 | $16,718iApproximate average salary by contribution assumption: employee only about $417,945 at 4% or $278,630 at 6%; with 50% employer match about $278,630 at 4% or $185,753 at 6%; with 100% employer match about $208,973 at 4% or $139,315 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 10 | $4,253,679 | $167,178 | $16,718iApproximate average salary by contribution assumption: employee only about $417,945 at 4% or $278,630 at 6%; with 50% employer match about $278,630 at 4% or $185,753 at 6%; with 100% employer match about $208,973 at 4% or $139,315 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 9 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 8 | - | - | - |
| 1999 | 1 | 8 | $4,609,843 | $145,545 | $18,193iApproximate average salary by contribution assumption: employee only about $454,828 at 4% or $303,219 at 6%; with 50% employer match about $303,219 at 4% or $202,146 at 6%; with 100% employer match about $227,414 at 4% or $151,609 at 6%. |
| Ernest Peterson Incorporated Profit Sharing Plan | - | 8 | $4,609,843 | $145,545 | $18,193iApproximate average salary by contribution assumption: employee only about $454,828 at 4% or $303,219 at 6%; with 50% employer match about $303,219 at 4% or $202,146 at 6%; with 100% employer match about $227,414 at 4% or $151,609 at 6%. |