Locust Valley Cemetery Association Inc.
Plan context: Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust
EIN 11-1502725 • Locust Valley, NY • 40 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,427,725
2024 Contributions
$168,322
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 | 8 | $2,427,725 | $168,322 | $21,040iApproximate average salary by contribution assumption: employee only about $526,006 at 4% or $350,671 at 6%; with 50% employer match about $350,671 at 4% or $233,781 at 6%; with 100% employer match about $263,003 at 4% or $175,335 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 8 | $2,427,725 | $168,322 | $21,040iApproximate average salary by contribution assumption: employee only about $526,006 at 4% or $350,671 at 6%; with 50% employer match about $350,671 at 4% or $233,781 at 6%; with 100% employer match about $263,003 at 4% or $175,335 at 6%. |
| 2023 | 1 | 10 | $2,528,475 | $190,886 | $19,089iApproximate average salary by contribution assumption: employee only about $477,215 at 4% or $318,143 at 6%; with 50% employer match about $318,143 at 4% or $212,096 at 6%; with 100% employer match about $238,607 at 4% or $159,072 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 10 | $2,528,475 | $190,886 | $19,089iApproximate average salary by contribution assumption: employee only about $477,215 at 4% or $318,143 at 6%; with 50% employer match about $318,143 at 4% or $212,096 at 6%; with 100% employer match about $238,607 at 4% or $159,072 at 6%. |
| 2022 | 1 | 11 | $2,891,870 | $165,778 | $15,071iApproximate average salary by contribution assumption: employee only about $376,768 at 4% or $251,179 at 6%; with 50% employer match about $251,179 at 4% or $167,453 at 6%; with 100% employer match about $188,384 at 4% or $125,589 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 11 | $2,891,870 | $165,778 | $15,071iApproximate average salary by contribution assumption: employee only about $376,768 at 4% or $251,179 at 6%; with 50% employer match about $251,179 at 4% or $167,453 at 6%; with 100% employer match about $188,384 at 4% or $125,589 at 6%. |
| 2021 | 1 | 9 | $3,202,179 | $145,797 | $16,200iApproximate average salary by contribution assumption: employee only about $404,992 at 4% or $269,994 at 6%; with 50% employer match about $269,994 at 4% or $179,996 at 6%; with 100% employer match about $202,496 at 4% or $134,997 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 9 | $3,202,179 | $145,797 | $16,200iApproximate average salary by contribution assumption: employee only about $404,992 at 4% or $269,994 at 6%; with 50% employer match about $269,994 at 4% or $179,996 at 6%; with 100% employer match about $202,496 at 4% or $134,997 at 6%. |
| 2020 | 1 | 11 | $2,809,149 | $673,839 | $61,258iApproximate average salary by contribution assumption: employee only about $1,531,452 at 4% or $1,020,968 at 6%; with 50% employer match about $1,020,968 at 4% or $680,645 at 6%; with 100% employer match about $765,726 at 4% or $510,484 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 11 | $2,809,149 | $673,839 | $61,258iApproximate average salary by contribution assumption: employee only about $1,531,452 at 4% or $1,020,968 at 6%; with 50% employer match about $1,020,968 at 4% or $680,645 at 6%; with 100% employer match about $765,726 at 4% or $510,484 at 6%. |
| 2019 | 2 | 6 | $1,953,554 | $520,944 | $86,824iApproximate average salary by contribution assumption: employee only about $2,170,600 at 4% or $1,447,067 at 6%; with 50% employer match about $1,447,067 at 4% or $964,711 at 6%; with 100% employer match about $1,085,300 at 4% or $723,533 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 6 | $1,953,554 | $520,944 | $86,824iApproximate average salary by contribution assumption: employee only about $2,170,600 at 4% or $1,447,067 at 6%; with 50% employer match about $1,447,067 at 4% or $964,711 at 6%; with 100% employer match about $1,085,300 at 4% or $723,533 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 0 | $0 | - | - |
| 2018 | 2 | 6 | $1,768,087 | $161,409 | $26,902iApproximate average salary by contribution assumption: employee only about $672,538 at 4% or $448,358 at 6%; with 50% employer match about $448,358 at 4% or $298,906 at 6%; with 100% employer match about $336,269 at 4% or $224,179 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 6 | $1,198,331 | $71,904 | $11,984iApproximate average salary by contribution assumption: employee only about $299,600 at 4% or $199,733 at 6%; with 50% employer match about $199,733 at 4% or $133,156 at 6%; with 100% employer match about $149,800 at 4% or $99,867 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 4 | $569,756 | $89,505 | $22,376iApproximate average salary by contribution assumption: employee only about $559,406 at 4% or $372,938 at 6%; with 50% employer match about $372,938 at 4% or $248,625 at 6%; with 100% employer match about $279,703 at 4% or $186,469 at 6%. |
| 2017 | 2 | 6 | $2,214,787 | $124,654 | $20,776iApproximate average salary by contribution assumption: employee only about $519,392 at 4% or $346,261 at 6%; with 50% employer match about $346,261 at 4% or $230,841 at 6%; with 100% employer match about $259,696 at 4% or $173,131 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 6 | $1,161,432 | $72,654 | $12,109iApproximate average salary by contribution assumption: employee only about $302,725 at 4% or $201,817 at 6%; with 50% employer match about $201,817 at 4% or $134,544 at 6%; with 100% employer match about $151,363 at 4% or $100,908 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 5 | $1,053,355 | $52,000 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| 2016 | 2 | 6 | $1,870,987 | $137,445 | $22,908iApproximate average salary by contribution assumption: employee only about $572,688 at 4% or $381,792 at 6%; with 50% employer match about $381,792 at 4% or $254,528 at 6%; with 100% employer match about $286,344 at 4% or $190,896 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 6 | $988,484 | $68,058 | $11,343iApproximate average salary by contribution assumption: employee only about $283,575 at 4% or $189,050 at 6%; with 50% employer match about $189,050 at 4% or $126,033 at 6%; with 100% employer match about $141,788 at 4% or $94,525 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 6 | $882,503 | $69,387 | $11,565iApproximate average salary by contribution assumption: employee only about $289,113 at 4% or $192,742 at 6%; with 50% employer match about $192,742 at 4% or $128,494 at 6%; with 100% employer match about $144,556 at 4% or $96,371 at 6%. |
| 2015 | 3 | 12 | $1,632,175 | $137,747 | $11,479iApproximate average salary by contribution assumption: employee only about $286,973 at 4% or $191,315 at 6%; with 50% employer match about $191,315 at 4% or $127,544 at 6%; with 100% employer match about $143,486 at 4% or $95,658 at 6%. |
| Locust Valley Cemetery Associa 401(K) Profit Sharing Plan & Trust | - | 12 | $862,703 | $66,364 | $5,530iApproximate average salary by contribution assumption: employee only about $138,258 at 4% or $92,172 at 6%; with 50% employer match about $92,172 at 4% or $61,448 at 6%; with 100% employer match about $69,129 at 4% or $46,086 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 6 | $769,472 | $69,263 | $11,544iApproximate average salary by contribution assumption: employee only about $288,596 at 4% or $192,397 at 6%; with 50% employer match about $192,397 at 4% or $128,265 at 6%; with 100% employer match about $144,298 at 4% or $96,199 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 0 | $0 | $2,120 | - |
| 2014 | 2 | 6 | $1,556,620 | $107,504 | $17,917iApproximate average salary by contribution assumption: employee only about $447,933 at 4% or $298,622 at 6%; with 50% employer match about $298,622 at 4% or $199,081 at 6%; with 100% employer match about $223,967 at 4% or $149,311 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 6 | $849,359 | $62,704 | $10,451iApproximate average salary by contribution assumption: employee only about $261,267 at 4% or $174,178 at 6%; with 50% employer match about $174,178 at 4% or $116,119 at 6%; with 100% employer match about $130,633 at 4% or $87,089 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 6 | $707,261 | $44,800 | $7,467iApproximate average salary by contribution assumption: employee only about $186,667 at 4% or $124,444 at 6%; with 50% employer match about $124,444 at 4% or $82,963 at 6%; with 100% employer match about $93,333 at 4% or $62,222 at 6%. |
| 2013 | 2 | 6 | $1,410,284 | $102,177 | $17,030iApproximate average salary by contribution assumption: employee only about $425,738 at 4% or $283,825 at 6%; with 50% employer match about $283,825 at 4% or $189,217 at 6%; with 100% employer match about $212,869 at 4% or $141,913 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 6 | $768,396 | $55,672 | $9,279iApproximate average salary by contribution assumption: employee only about $231,967 at 4% or $154,644 at 6%; with 50% employer match about $154,644 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 6 | $641,888 | $46,505 | $7,751iApproximate average salary by contribution assumption: employee only about $193,771 at 4% or $129,181 at 6%; with 50% employer match about $129,181 at 4% or $86,120 at 6%; with 100% employer match about $96,885 at 4% or $64,590 at 6%. |
| 2012 | 2 | 7 | $1,259,541 | $105,760 | $15,109iApproximate average salary by contribution assumption: employee only about $377,714 at 4% or $251,810 at 6%; with 50% employer match about $251,810 at 4% or $167,873 at 6%; with 100% employer match about $188,857 at 4% or $125,905 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 6 | $670,813 | $49,274 | $8,212iApproximate average salary by contribution assumption: employee only about $205,308 at 4% or $136,872 at 6%; with 50% employer match about $136,872 at 4% or $91,248 at 6%; with 100% employer match about $102,654 at 4% or $68,436 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 7 | $588,728 | $56,486 | $8,069iApproximate average salary by contribution assumption: employee only about $201,736 at 4% or $134,490 at 6%; with 50% employer match about $134,490 at 4% or $89,660 at 6%; with 100% employer match about $100,868 at 4% or $67,245 at 6%. |
| 2011 | 2 | 8 | $1,177,078 | $107,024 | $13,378iApproximate average salary by contribution assumption: employee only about $334,450 at 4% or $222,967 at 6%; with 50% employer match about $222,967 at 4% or $148,644 at 6%; with 100% employer match about $167,225 at 4% or $111,483 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 7 | $635,312 | $64,017 | $9,145iApproximate average salary by contribution assumption: employee only about $228,632 at 4% or $152,421 at 6%; with 50% employer match about $152,421 at 4% or $101,614 at 6%; with 100% employer match about $114,316 at 4% or $76,211 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 8 | $541,766 | $43,007 | $5,376iApproximate average salary by contribution assumption: employee only about $134,397 at 4% or $89,598 at 6%; with 50% employer match about $89,598 at 4% or $59,732 at 6%; with 100% employer match about $67,198 at 4% or $44,799 at 6%. |
| 2010 | 2 | 8 | $1,104,439 | $81,888 | $10,236iApproximate average salary by contribution assumption: employee only about $255,900 at 4% or $170,600 at 6%; with 50% employer match about $170,600 at 4% or $113,733 at 6%; with 100% employer match about $127,950 at 4% or $85,300 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 7 | $578,493 | $27,604 | $3,943iApproximate average salary by contribution assumption: employee only about $98,586 at 4% or $65,724 at 6%; with 50% employer match about $65,724 at 4% or $43,816 at 6%; with 100% employer match about $49,293 at 4% or $32,862 at 6%. |
| AFI RETIREMENT SAVINGS PLAN | - | 8 | $525,946 | $54,284 | $6,786iApproximate average salary by contribution assumption: employee only about $169,638 at 4% or $113,092 at 6%; with 50% employer match about $113,092 at 4% or $75,394 at 6%; with 100% employer match about $84,819 at 4% or $56,546 at 6%. |
| 2009 | 2 | 8 | $924,722 | $106,989 | $13,374iApproximate average salary by contribution assumption: employee only about $334,341 at 4% or $222,894 at 6%; with 50% employer match about $222,894 at 4% or $148,596 at 6%; with 100% employer match about $167,170 at 4% or $111,447 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 7 | $492,155 | $58,836 | $8,405iApproximate average salary by contribution assumption: employee only about $210,129 at 4% or $140,086 at 6%; with 50% employer match about $140,086 at 4% or $93,390 at 6%; with 100% employer match about $105,064 at 4% or $70,043 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $432,567 | $48,153 | $6,019iApproximate average salary by contribution assumption: employee only about $150,478 at 4% or $100,319 at 6%; with 50% employer match about $100,319 at 4% or $66,879 at 6%; with 100% employer match about $75,239 at 4% or $50,159 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | - | - | - |
| 2006 | 1 | 8 | $391,581 | $51,669 | $6,459iApproximate average salary by contribution assumption: employee only about $161,466 at 4% or $107,644 at 6%; with 50% employer match about $107,644 at 4% or $71,763 at 6%; with 100% employer match about $80,733 at 4% or $53,822 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $391,581 | $51,669 | $6,459iApproximate average salary by contribution assumption: employee only about $161,466 at 4% or $107,644 at 6%; with 50% employer match about $107,644 at 4% or $71,763 at 6%; with 100% employer match about $80,733 at 4% or $53,822 at 6%. |
| 2005 | 1 | 8 | $308,017 | $40,375 | $5,047iApproximate average salary by contribution assumption: employee only about $126,172 at 4% or $84,115 at 6%; with 50% employer match about $84,115 at 4% or $56,076 at 6%; with 100% employer match about $63,086 at 4% or $42,057 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $308,017 | $40,375 | $5,047iApproximate average salary by contribution assumption: employee only about $126,172 at 4% or $84,115 at 6%; with 50% employer match about $84,115 at 4% or $56,076 at 6%; with 100% employer match about $63,086 at 4% or $42,057 at 6%. |
| 2004 | 1 | 8 | $250,282 | $46,550 | $5,819iApproximate average salary by contribution assumption: employee only about $145,469 at 4% or $96,979 at 6%; with 50% employer match about $96,979 at 4% or $64,653 at 6%; with 100% employer match about $72,734 at 4% or $48,490 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $250,282 | $46,550 | $5,819iApproximate average salary by contribution assumption: employee only about $145,469 at 4% or $96,979 at 6%; with 50% employer match about $96,979 at 4% or $64,653 at 6%; with 100% employer match about $72,734 at 4% or $48,490 at 6%. |
| 2003 | 1 | 8 | $188,834 | $35,405 | $4,426iApproximate average salary by contribution assumption: employee only about $110,641 at 4% or $73,760 at 6%; with 50% employer match about $73,760 at 4% or $49,174 at 6%; with 100% employer match about $55,320 at 4% or $36,880 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $188,834 | $35,405 | $4,426iApproximate average salary by contribution assumption: employee only about $110,641 at 4% or $73,760 at 6%; with 50% employer match about $73,760 at 4% or $49,174 at 6%; with 100% employer match about $55,320 at 4% or $36,880 at 6%. |
| 2002 | 2 | 8 | $0 | $28,893 | $3,612iApproximate average salary by contribution assumption: employee only about $90,291 at 4% or $60,194 at 6%; with 50% employer match about $60,194 at 4% or $40,129 at 6%; with 100% employer match about $45,145 at 4% or $30,097 at 6%. |
| LOCUST VALLEY CEMETERY ASSOCIATION, INC. 401K PLAN | - | 0 | - | $28,893 | - |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | - | - | - |
| 2000 | 2 | 8 | $254,372 | $58,114 | $7,264iApproximate average salary by contribution assumption: employee only about $181,606 at 4% or $121,071 at 6%; with 50% employer match about $121,071 at 4% or $80,714 at 6%; with 100% employer match about $90,803 at 4% or $60,535 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $151,363 | $28,234 | $3,529iApproximate average salary by contribution assumption: employee only about $88,231 at 4% or $58,821 at 6%; with 50% employer match about $58,821 at 4% or $39,214 at 6%; with 100% employer match about $44,116 at 4% or $29,410 at 6%. |
| LOCUST VALLEY CEMETERY ASSOCIATION, INC. 401K PLAN | - | 8 | $103,009 | $29,880 | $3,735iApproximate average salary by contribution assumption: employee only about $93,375 at 4% or $62,250 at 6%; with 50% employer match about $62,250 at 4% or $41,500 at 6%; with 100% employer match about $46,688 at 4% or $31,125 at 6%. |
| 1999 | 1 | 8 | $118,119 | $25,732 | $3,217iApproximate average salary by contribution assumption: employee only about $80,413 at 4% or $53,608 at 6%; with 50% employer match about $53,608 at 4% or $35,739 at 6%; with 100% employer match about $40,206 at 4% or $26,804 at 6%. |
| Locust Valley Cemetery Workers Pension Fund | - | 8 | $118,119 | $25,732 | $3,217iApproximate average salary by contribution assumption: employee only about $80,413 at 4% or $53,608 at 6%; with 50% employer match about $53,608 at 4% or $35,739 at 6%; with 100% employer match about $40,206 at 4% or $26,804 at 6%. |