Bruce K. Niles Inc. DBA Niles Agency
Plan context: Niles Agency Employees' Profit Sharing & 401K Plan
EIN 06-1690682 • Katonah, NY • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$4,611,231
2024 Contributions
$169,655
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 | 10 | $4,611,231 | $169,655 | $16,966iApproximate average salary by contribution assumption: employee only about $424,138 at 4% or $282,758 at 6%; with 50% employer match about $282,758 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,379 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 10 | $4,611,231 | $169,655 | $16,966iApproximate average salary by contribution assumption: employee only about $424,138 at 4% or $282,758 at 6%; with 50% employer match about $282,758 at 4% or $188,506 at 6%; with 100% employer match about $212,069 at 4% or $141,379 at 6%. |
| 2023 | 1 | 9 | $4,034,755 | $207,300 | $23,033iApproximate average salary by contribution assumption: employee only about $575,833 at 4% or $383,889 at 6%; with 50% employer match about $383,889 at 4% or $255,926 at 6%; with 100% employer match about $287,917 at 4% or $191,944 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 9 | $4,034,755 | $207,300 | $23,033iApproximate average salary by contribution assumption: employee only about $575,833 at 4% or $383,889 at 6%; with 50% employer match about $383,889 at 4% or $255,926 at 6%; with 100% employer match about $287,917 at 4% or $191,944 at 6%. |
| 2022 | 1 | 8 | $3,569,568 | $194,917 | $24,365iApproximate average salary by contribution assumption: employee only about $609,116 at 4% or $406,077 at 6%; with 50% employer match about $406,077 at 4% or $270,718 at 6%; with 100% employer match about $304,558 at 4% or $203,039 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 8 | $3,569,568 | $194,917 | $24,365iApproximate average salary by contribution assumption: employee only about $609,116 at 4% or $406,077 at 6%; with 50% employer match about $406,077 at 4% or $270,718 at 6%; with 100% employer match about $304,558 at 4% or $203,039 at 6%. |
| 2021 | 1 | 9 | $4,105,158 | $195,798 | $21,755iApproximate average salary by contribution assumption: employee only about $543,883 at 4% or $362,589 at 6%; with 50% employer match about $362,589 at 4% or $241,726 at 6%; with 100% employer match about $271,942 at 4% or $181,294 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 9 | $4,105,158 | $195,798 | $21,755iApproximate average salary by contribution assumption: employee only about $543,883 at 4% or $362,589 at 6%; with 50% employer match about $362,589 at 4% or $241,726 at 6%; with 100% employer match about $271,942 at 4% or $181,294 at 6%. |
| 2020 | 1 | 7 | $3,698,098 | $150,439 | $21,491iApproximate average salary by contribution assumption: employee only about $537,282 at 4% or $358,188 at 6%; with 50% employer match about $358,188 at 4% or $238,792 at 6%; with 100% employer match about $268,641 at 4% or $179,094 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $3,698,098 | $150,439 | $21,491iApproximate average salary by contribution assumption: employee only about $537,282 at 4% or $358,188 at 6%; with 50% employer match about $358,188 at 4% or $238,792 at 6%; with 100% employer match about $268,641 at 4% or $179,094 at 6%. |
| 2019 | 1 | 6 | $3,152,206 | $147,669 | $24,612iApproximate average salary by contribution assumption: employee only about $615,288 at 4% or $410,192 at 6%; with 50% employer match about $410,192 at 4% or $273,461 at 6%; with 100% employer match about $307,644 at 4% or $205,096 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 6 | $3,152,206 | $147,669 | $24,612iApproximate average salary by contribution assumption: employee only about $615,288 at 4% or $410,192 at 6%; with 50% employer match about $410,192 at 4% or $273,461 at 6%; with 100% employer match about $307,644 at 4% or $205,096 at 6%. |
| 2018 | 1 | 7 | $2,791,890 | $166,494 | $23,785iApproximate average salary by contribution assumption: employee only about $594,621 at 4% or $396,414 at 6%; with 50% employer match about $396,414 at 4% or $264,276 at 6%; with 100% employer match about $297,311 at 4% or $198,207 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $2,791,890 | $166,494 | $23,785iApproximate average salary by contribution assumption: employee only about $594,621 at 4% or $396,414 at 6%; with 50% employer match about $396,414 at 4% or $264,276 at 6%; with 100% employer match about $297,311 at 4% or $198,207 at 6%. |
| 2017 | 1 | 7 | $2,986,966 | $165,595 | $23,656iApproximate average salary by contribution assumption: employee only about $591,411 at 4% or $394,274 at 6%; with 50% employer match about $394,274 at 4% or $262,849 at 6%; with 100% employer match about $295,705 at 4% or $197,137 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $2,986,966 | $165,595 | $23,656iApproximate average salary by contribution assumption: employee only about $591,411 at 4% or $394,274 at 6%; with 50% employer match about $394,274 at 4% or $262,849 at 6%; with 100% employer match about $295,705 at 4% or $197,137 at 6%. |
| 2016 | 1 | 7 | $2,657,894 | $155,479 | $22,211iApproximate average salary by contribution assumption: employee only about $555,282 at 4% or $370,188 at 6%; with 50% employer match about $370,188 at 4% or $246,792 at 6%; with 100% employer match about $277,641 at 4% or $185,094 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $2,657,894 | $155,479 | $22,211iApproximate average salary by contribution assumption: employee only about $555,282 at 4% or $370,188 at 6%; with 50% employer match about $370,188 at 4% or $246,792 at 6%; with 100% employer match about $277,641 at 4% or $185,094 at 6%. |
| 2015 | 1 | 5 | $2,286,064 | $1,166,012 | $233,202iApproximate average salary by contribution assumption: employee only about $5,830,060 at 4% or $3,886,707 at 6%; with 50% employer match about $3,886,707 at 4% or $2,591,138 at 6%; with 100% employer match about $2,915,030 at 4% or $1,943,353 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 5 | $2,286,064 | $1,166,012 | $233,202iApproximate average salary by contribution assumption: employee only about $5,830,060 at 4% or $3,886,707 at 6%; with 50% employer match about $3,886,707 at 4% or $2,591,138 at 6%; with 100% employer match about $2,915,030 at 4% or $1,943,353 at 6%. |
| 2014 | 1 | 5 | $1,236,359 | $134,944 | $26,989iApproximate average salary by contribution assumption: employee only about $674,720 at 4% or $449,813 at 6%; with 50% employer match about $449,813 at 4% or $299,876 at 6%; with 100% employer match about $337,360 at 4% or $224,907 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 5 | $1,236,359 | $134,944 | $26,989iApproximate average salary by contribution assumption: employee only about $674,720 at 4% or $449,813 at 6%; with 50% employer match about $449,813 at 4% or $299,876 at 6%; with 100% employer match about $337,360 at 4% or $224,907 at 6%. |
| 2013 | 1 | 6 | $1,153,394 | $142,234 | $23,706iApproximate average salary by contribution assumption: employee only about $592,642 at 4% or $395,094 at 6%; with 50% employer match about $395,094 at 4% or $263,396 at 6%; with 100% employer match about $296,321 at 4% or $197,547 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 6 | $1,153,394 | $142,234 | $23,706iApproximate average salary by contribution assumption: employee only about $592,642 at 4% or $395,094 at 6%; with 50% employer match about $395,094 at 4% or $263,396 at 6%; with 100% employer match about $296,321 at 4% or $197,547 at 6%. |
| 2012 | 1 | 7 | $1,114,069 | $142,271 | $20,324iApproximate average salary by contribution assumption: employee only about $508,111 at 4% or $338,740 at 6%; with 50% employer match about $338,740 at 4% or $225,827 at 6%; with 100% employer match about $254,055 at 4% or $169,370 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $1,114,069 | $142,271 | $20,324iApproximate average salary by contribution assumption: employee only about $508,111 at 4% or $338,740 at 6%; with 50% employer match about $338,740 at 4% or $225,827 at 6%; with 100% employer match about $254,055 at 4% or $169,370 at 6%. |
| 2011 | 1 | 7 | $986,656 | $141,937 | $20,277iApproximate average salary by contribution assumption: employee only about $506,918 at 4% or $337,945 at 6%; with 50% employer match about $337,945 at 4% or $225,297 at 6%; with 100% employer match about $253,459 at 4% or $168,973 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $986,656 | $141,937 | $20,277iApproximate average salary by contribution assumption: employee only about $506,918 at 4% or $337,945 at 6%; with 50% employer match about $337,945 at 4% or $225,297 at 6%; with 100% employer match about $253,459 at 4% or $168,973 at 6%. |
| 2010 | 1 | 6 | $865,019 | $132,509 | $22,085iApproximate average salary by contribution assumption: employee only about $552,121 at 4% or $368,081 at 6%; with 50% employer match about $368,081 at 4% or $245,387 at 6%; with 100% employer match about $276,060 at 4% or $184,040 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 6 | $865,019 | $132,509 | $22,085iApproximate average salary by contribution assumption: employee only about $552,121 at 4% or $368,081 at 6%; with 50% employer match about $368,081 at 4% or $245,387 at 6%; with 100% employer match about $276,060 at 4% or $184,040 at 6%. |
| 2009 | 1 | 6 | $683,088 | $145,504 | $24,251iApproximate average salary by contribution assumption: employee only about $606,267 at 4% or $404,178 at 6%; with 50% employer match about $404,178 at 4% or $269,452 at 6%; with 100% employer match about $303,133 at 4% or $202,089 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 6 | $683,088 | $145,504 | $24,251iApproximate average salary by contribution assumption: employee only about $606,267 at 4% or $404,178 at 6%; with 50% employer match about $404,178 at 4% or $269,452 at 6%; with 100% employer match about $303,133 at 4% or $202,089 at 6%. |
| 2008 | 1 | 0 | $491,865 | $125,302 | - |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 0 | $491,865 | $125,302 | - |
| 2007 | 1 | 6 | $401,319 | $111,457 | $18,576iApproximate average salary by contribution assumption: employee only about $464,404 at 4% or $309,603 at 6%; with 50% employer match about $309,603 at 4% or $206,402 at 6%; with 100% employer match about $232,202 at 4% or $154,801 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 6 | $401,319 | $111,457 | $18,576iApproximate average salary by contribution assumption: employee only about $464,404 at 4% or $309,603 at 6%; with 50% employer match about $309,603 at 4% or $206,402 at 6%; with 100% employer match about $232,202 at 4% or $154,801 at 6%. |
| 2006 | 1 | 5 | $281,784 | $98,578 | $19,716iApproximate average salary by contribution assumption: employee only about $492,890 at 4% or $328,593 at 6%; with 50% employer match about $328,593 at 4% or $219,062 at 6%; with 100% employer match about $246,445 at 4% or $164,297 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 5 | $281,784 | $98,578 | $19,716iApproximate average salary by contribution assumption: employee only about $492,890 at 4% or $328,593 at 6%; with 50% employer match about $328,593 at 4% or $219,062 at 6%; with 100% employer match about $246,445 at 4% or $164,297 at 6%. |
| 2005 | 1 | 7 | $184,785 | $97,822 | $13,975iApproximate average salary by contribution assumption: employee only about $349,364 at 4% or $232,910 at 6%; with 50% employer match about $232,910 at 4% or $155,273 at 6%; with 100% employer match about $174,682 at 4% or $116,455 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $184,785 | $97,822 | $13,975iApproximate average salary by contribution assumption: employee only about $349,364 at 4% or $232,910 at 6%; with 50% employer match about $232,910 at 4% or $155,273 at 6%; with 100% employer match about $174,682 at 4% or $116,455 at 6%. |
| 2004 | 1 | 7 | $84,511 | $84,511 | $12,073iApproximate average salary by contribution assumption: employee only about $301,825 at 4% or $201,217 at 6%; with 50% employer match about $201,217 at 4% or $134,144 at 6%; with 100% employer match about $150,913 at 4% or $100,608 at 6%. |
| Niles Agency Employees' Profit Sharing & 401K Plan | - | 7 | $84,511 | $84,511 | $12,073iApproximate average salary by contribution assumption: employee only about $301,825 at 4% or $201,217 at 6%; with 50% employer match about $201,217 at 4% or $134,144 at 6%; with 100% employer match about $150,913 at 4% or $100,608 at 6%. |