Alan R. Mott Agency Inc.
Plan context: Alan R. Mott Agency Inc. Profit-Sharing Plan
EIN 11-2717153 • Huntington, NY • 27 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$688,752
2023 Contributions
$8,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 8 | $688,752 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $688,752 | - | - |
| 2022 | 1 | 8 | $572,932 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $572,932 | - | - |
| 2021 | 1 | 5 | $444,707 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 5 | $444,707 | - | - |
| 2019 | 1 | 6 | $446,985 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 6 | $446,985 | - | - |
| 2018 | 1 | 6 | $362,009 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 6 | $362,009 | - | - |
| 2017 | 1 | 6 | $390,123 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 6 | $390,123 | - | - |
| 2016 | 1 | 7 | $341,407 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 7 | $341,407 | - | - |
| 2015 | 1 | 7 | $295,952 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 7 | $295,952 | - | - |
| 2014 | 1 | 8 | $265,765 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $265,765 | $0 | - |
| 2013 | 1 | 8 | $331,665 | $8,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $331,665 | $8,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2012 | 1 | 7 | $282,054 | $7,500 | $1,071iApproximate average salary by contribution assumption: employee only about $26,786 at 4% or $17,857 at 6%; with 50% employer match about $17,857 at 4% or $11,905 at 6%; with 100% employer match about $13,393 at 4% or $8,929 at 6%. |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 7 | $282,054 | $7,500 | $1,071iApproximate average salary by contribution assumption: employee only about $26,786 at 4% or $17,857 at 6%; with 50% employer match about $17,857 at 4% or $11,905 at 6%; with 100% employer match about $13,393 at 4% or $8,929 at 6%. |
| 2011 | 1 | 8 | $326,897 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $326,897 | $0 | - |
| 2010 | 2 | 8 | $533,456 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $266,728 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $266,728 | $0 | - |
| 2009 | 1 | 8 | $260,153 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 8 | $260,153 | $0 | - |
| 2008 | 1 | 11 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 11 | - | - | - |
| 2007 | 1 | 10 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 9 | - | - | - |
| 2005 | 1 | 10 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 10 | - | - | - |
| 2004 | 1 | 13 | $371,418 | $18,213 | $1,401iApproximate average salary by contribution assumption: employee only about $35,025 at 4% or $23,350 at 6%; with 50% employer match about $23,350 at 4% or $15,567 at 6%; with 100% employer match about $17,513 at 4% or $11,675 at 6%. |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 13 | $371,418 | $18,213 | $1,401iApproximate average salary by contribution assumption: employee only about $35,025 at 4% or $23,350 at 6%; with 50% employer match about $23,350 at 4% or $15,567 at 6%; with 100% employer match about $17,513 at 4% or $11,675 at 6%. |
| 2003 | 1 | 12 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 12 | - | - | - |
| 2002 | 1 | 12 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 12 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 11 | - | - | - |
| 2000 | 2 | 9 | $0 | $0 | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 9 | - | - | - |
| Alan R. Mott Agency Inc. Pension Plan | - | 0 | - | - | - |
| 1999 | 2 | 10 | $1,659,560 | $59,000 | $5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%. |
| Alan R. Mott Agency Inc. Pension Plan | - | 9 | $1,600,560 | - | - |
| Alan R. Mott Agency Inc. Profit-Sharing Plan | - | 10 | $59,000 | $59,000 | $5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%. |