Ladd Capital Management
Plan context: Ladd Capital Management 401K Profit Sharing Plan
EIN 06-0932071 • New Haven, CT • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,730,532
2024 Contributions
$117,009
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 | 3 | $1,730,532 | $117,009 | $39,003iApproximate average salary by contribution assumption: employee only about $975,075 at 4% or $650,050 at 6%; with 50% employer match about $650,050 at 4% or $433,367 at 6%; with 100% employer match about $487,538 at 4% or $325,025 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,730,532 | $117,009 | $39,003iApproximate average salary by contribution assumption: employee only about $975,075 at 4% or $650,050 at 6%; with 50% employer match about $650,050 at 4% or $433,367 at 6%; with 100% employer match about $487,538 at 4% or $325,025 at 6%. |
| 2023 | 1 | 3 | $1,420,596 | $102,863 | $34,288iApproximate average salary by contribution assumption: employee only about $857,192 at 4% or $571,461 at 6%; with 50% employer match about $571,461 at 4% or $380,974 at 6%; with 100% employer match about $428,596 at 4% or $285,731 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,420,596 | $102,863 | $34,288iApproximate average salary by contribution assumption: employee only about $857,192 at 4% or $571,461 at 6%; with 50% employer match about $571,461 at 4% or $380,974 at 6%; with 100% employer match about $428,596 at 4% or $285,731 at 6%. |
| 2022 | 1 | 3 | $1,279,446 | $109,269 | $36,423iApproximate average salary by contribution assumption: employee only about $910,575 at 4% or $607,050 at 6%; with 50% employer match about $607,050 at 4% or $404,700 at 6%; with 100% employer match about $455,288 at 4% or $303,525 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,279,446 | $109,269 | $36,423iApproximate average salary by contribution assumption: employee only about $910,575 at 4% or $607,050 at 6%; with 50% employer match about $607,050 at 4% or $404,700 at 6%; with 100% employer match about $455,288 at 4% or $303,525 at 6%. |
| 2021 | 1 | 3 | $1,603,530 | $121,515 | $40,505iApproximate average salary by contribution assumption: employee only about $1,012,625 at 4% or $675,083 at 6%; with 50% employer match about $675,083 at 4% or $450,056 at 6%; with 100% employer match about $506,313 at 4% or $337,542 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,603,530 | $121,515 | $40,505iApproximate average salary by contribution assumption: employee only about $1,012,625 at 4% or $675,083 at 6%; with 50% employer match about $675,083 at 4% or $450,056 at 6%; with 100% employer match about $506,313 at 4% or $337,542 at 6%. |
| 2020 | 1 | 3 | $3,399,202 | $109,063 | $36,354iApproximate average salary by contribution assumption: employee only about $908,858 at 4% or $605,906 at 6%; with 50% employer match about $605,906 at 4% or $403,937 at 6%; with 100% employer match about $454,429 at 4% or $302,953 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $3,399,202 | $109,063 | $36,354iApproximate average salary by contribution assumption: employee only about $908,858 at 4% or $605,906 at 6%; with 50% employer match about $605,906 at 4% or $403,937 at 6%; with 100% employer match about $454,429 at 4% or $302,953 at 6%. |
| 2019 | 1 | 3 | $2,962,195 | $112,926 | $37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $2,962,195 | $112,926 | $37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%. |
| 2018 | 1 | 3 | $2,507,081 | $101,269 | $33,756iApproximate average salary by contribution assumption: employee only about $843,908 at 4% or $562,606 at 6%; with 50% employer match about $562,606 at 4% or $375,070 at 6%; with 100% employer match about $421,954 at 4% or $281,303 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $2,507,081 | $101,269 | $33,756iApproximate average salary by contribution assumption: employee only about $843,908 at 4% or $562,606 at 6%; with 50% employer match about $562,606 at 4% or $375,070 at 6%; with 100% employer match about $421,954 at 4% or $281,303 at 6%. |
| 2017 | 1 | 3 | $2,552,871 | $102,055 | $34,018iApproximate average salary by contribution assumption: employee only about $850,458 at 4% or $566,972 at 6%; with 50% employer match about $566,972 at 4% or $377,981 at 6%; with 100% employer match about $425,229 at 4% or $283,486 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $2,552,871 | $102,055 | $34,018iApproximate average salary by contribution assumption: employee only about $850,458 at 4% or $566,972 at 6%; with 50% employer match about $566,972 at 4% or $377,981 at 6%; with 100% employer match about $425,229 at 4% or $283,486 at 6%. |
| 2016 | 1 | 3 | $2,319,210 | $80,832 | $26,944iApproximate average salary by contribution assumption: employee only about $673,600 at 4% or $449,067 at 6%; with 50% employer match about $449,067 at 4% or $299,378 at 6%; with 100% employer match about $336,800 at 4% or $224,533 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $2,319,210 | $80,832 | $26,944iApproximate average salary by contribution assumption: employee only about $673,600 at 4% or $449,067 at 6%; with 50% employer match about $449,067 at 4% or $299,378 at 6%; with 100% employer match about $336,800 at 4% or $224,533 at 6%. |
| 2015 | 1 | 3 | $1,913,905 | $81,990 | $27,330iApproximate average salary by contribution assumption: employee only about $683,250 at 4% or $455,500 at 6%; with 50% employer match about $455,500 at 4% or $303,667 at 6%; with 100% employer match about $341,625 at 4% or $227,750 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,913,905 | $81,990 | $27,330iApproximate average salary by contribution assumption: employee only about $683,250 at 4% or $455,500 at 6%; with 50% employer match about $455,500 at 4% or $303,667 at 6%; with 100% employer match about $341,625 at 4% or $227,750 at 6%. |
| 2014 | 1 | 3 | $1,976,345 | $71,235 | $23,745iApproximate average salary by contribution assumption: employee only about $593,625 at 4% or $395,750 at 6%; with 50% employer match about $395,750 at 4% or $263,833 at 6%; with 100% employer match about $296,813 at 4% or $197,875 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,976,345 | $71,235 | $23,745iApproximate average salary by contribution assumption: employee only about $593,625 at 4% or $395,750 at 6%; with 50% employer match about $395,750 at 4% or $263,833 at 6%; with 100% employer match about $296,813 at 4% or $197,875 at 6%. |
| 2013 | 1 | 3 | $2,035,119 | $77,134 | $25,711iApproximate average salary by contribution assumption: employee only about $642,783 at 4% or $428,522 at 6%; with 50% employer match about $428,522 at 4% or $285,681 at 6%; with 100% employer match about $321,392 at 4% or $214,261 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $2,035,119 | $77,134 | $25,711iApproximate average salary by contribution assumption: employee only about $642,783 at 4% or $428,522 at 6%; with 50% employer match about $428,522 at 4% or $285,681 at 6%; with 100% employer match about $321,392 at 4% or $214,261 at 6%. |
| 2012 | 1 | 3 | $1,609,806 | $75,595 | $25,198iApproximate average salary by contribution assumption: employee only about $629,958 at 4% or $419,972 at 6%; with 50% employer match about $419,972 at 4% or $279,981 at 6%; with 100% employer match about $314,979 at 4% or $209,986 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,609,806 | $75,595 | $25,198iApproximate average salary by contribution assumption: employee only about $629,958 at 4% or $419,972 at 6%; with 50% employer match about $419,972 at 4% or $279,981 at 6%; with 100% employer match about $314,979 at 4% or $209,986 at 6%. |
| 2011 | 1 | 3 | $1,500,284 | $65,300 | $21,767iApproximate average salary by contribution assumption: employee only about $544,167 at 4% or $362,778 at 6%; with 50% employer match about $362,778 at 4% or $241,852 at 6%; with 100% employer match about $272,083 at 4% or $181,389 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,500,284 | $65,300 | $21,767iApproximate average salary by contribution assumption: employee only about $544,167 at 4% or $362,778 at 6%; with 50% employer match about $362,778 at 4% or $241,852 at 6%; with 100% employer match about $272,083 at 4% or $181,389 at 6%. |
| 2010 | 1 | 3 | $1,398,861 | $59,870 | $19,957iApproximate average salary by contribution assumption: employee only about $498,917 at 4% or $332,611 at 6%; with 50% employer match about $332,611 at 4% or $221,741 at 6%; with 100% employer match about $249,458 at 4% or $166,306 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,398,861 | $59,870 | $19,957iApproximate average salary by contribution assumption: employee only about $498,917 at 4% or $332,611 at 6%; with 50% employer match about $332,611 at 4% or $221,741 at 6%; with 100% employer match about $249,458 at 4% or $166,306 at 6%. |
| 2009 | 1 | 3 | $1,191,408 | $56,265 | $18,755iApproximate average salary by contribution assumption: employee only about $468,875 at 4% or $312,583 at 6%; with 50% employer match about $312,583 at 4% or $208,389 at 6%; with 100% employer match about $234,438 at 4% or $156,292 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $1,191,408 | $56,265 | $18,755iApproximate average salary by contribution assumption: employee only about $468,875 at 4% or $312,583 at 6%; with 50% employer match about $312,583 at 4% or $208,389 at 6%; with 100% employer match about $234,438 at 4% or $156,292 at 6%. |
| 2008 | 1 | 3 | $925,539 | $46,425 | $15,475iApproximate average salary by contribution assumption: employee only about $386,875 at 4% or $257,917 at 6%; with 50% employer match about $257,917 at 4% or $171,944 at 6%; with 100% employer match about $193,438 at 4% or $128,958 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $925,539 | $46,425 | $15,475iApproximate average salary by contribution assumption: employee only about $386,875 at 4% or $257,917 at 6%; with 50% employer match about $257,917 at 4% or $171,944 at 6%; with 100% employer match about $193,438 at 4% or $128,958 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $933,582 | $47,890 | $23,945iApproximate average salary by contribution assumption: employee only about $598,625 at 4% or $399,083 at 6%; with 50% employer match about $399,083 at 4% or $266,056 at 6%; with 100% employer match about $299,313 at 4% or $199,542 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 2 | $933,582 | $47,890 | $23,945iApproximate average salary by contribution assumption: employee only about $598,625 at 4% or $399,083 at 6%; with 50% employer match about $399,083 at 4% or $266,056 at 6%; with 100% employer match about $299,313 at 4% or $199,542 at 6%. |
| 2005 | 1 | 3 | $819,920 | $39,448 | $13,149iApproximate average salary by contribution assumption: employee only about $328,733 at 4% or $219,156 at 6%; with 50% employer match about $219,156 at 4% or $146,104 at 6%; with 100% employer match about $164,367 at 4% or $109,578 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $819,920 | $39,448 | $13,149iApproximate average salary by contribution assumption: employee only about $328,733 at 4% or $219,156 at 6%; with 50% employer match about $219,156 at 4% or $146,104 at 6%; with 100% employer match about $164,367 at 4% or $109,578 at 6%. |
| 2004 | 2 | 2 | $754,467 | $36,436 | $18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 2 | $754,467 | $36,436 | $18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%. |
| Ladd Capital Management Money Purchase Plan | - | 0 | - | - | - |
| 2003 | 2 | 3 | $670,088 | $35,022 | $11,674iApproximate average salary by contribution assumption: employee only about $291,850 at 4% or $194,567 at 6%; with 50% employer match about $194,567 at 4% or $129,711 at 6%; with 100% employer match about $145,925 at 4% or $97,283 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $604,274 | $31,720 | $10,573iApproximate average salary by contribution assumption: employee only about $264,333 at 4% or $176,222 at 6%; with 50% employer match about $176,222 at 4% or $117,481 at 6%; with 100% employer match about $132,167 at 4% or $88,111 at 6%. |
| Ladd Capital Management Money Purchase Plan | - | 3 | $65,814 | $3,302 | $1,101iApproximate average salary by contribution assumption: employee only about $27,517 at 4% or $18,344 at 6%; with 50% employer match about $18,344 at 4% or $12,230 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%. |
| 2002 | 2 | 3 | $500,348 | $31,233 | $10,411iApproximate average salary by contribution assumption: employee only about $260,275 at 4% or $173,517 at 6%; with 50% employer match about $173,517 at 4% or $115,678 at 6%; with 100% employer match about $130,138 at 4% or $86,758 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $449,505 | $23,612 | $7,871iApproximate average salary by contribution assumption: employee only about $196,767 at 4% or $131,178 at 6%; with 50% employer match about $131,178 at 4% or $87,452 at 6%; with 100% employer match about $98,383 at 4% or $65,589 at 6%. |
| Ladd Capital Management Money Purchase Plan | - | 3 | $50,843 | $7,621 | $2,540iApproximate average salary by contribution assumption: employee only about $63,508 at 4% or $42,339 at 6%; with 50% employer match about $42,339 at 4% or $28,226 at 6%; with 100% employer match about $31,754 at 4% or $21,169 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Ladd Capital Management Money Purchase Plan | - | 3 | - | - | - |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Ladd Capital Management Money Purchase Plan | - | 3 | - | - | - |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $352,259 | $35,537 | $11,846iApproximate average salary by contribution assumption: employee only about $296,142 at 4% or $197,428 at 6%; with 50% employer match about $197,428 at 4% or $131,619 at 6%; with 100% employer match about $148,071 at 4% or $98,714 at 6%. |
| Ladd Capital Management 401K Profit Sharing Plan | - | 3 | $326,589 | $26,653 | $8,884iApproximate average salary by contribution assumption: employee only about $222,108 at 4% or $148,072 at 6%; with 50% employer match about $148,072 at 4% or $98,715 at 6%; with 100% employer match about $111,054 at 4% or $74,036 at 6%. |
| Ladd Capital Management Money Purchase Plan | - | 3 | $25,670 | $8,884 | $2,961iApproximate average salary by contribution assumption: employee only about $74,033 at 4% or $49,356 at 6%; with 50% employer match about $49,356 at 4% or $32,904 at 6%; with 100% employer match about $37,017 at 4% or $24,678 at 6%. |