National CD Rateline Inc
Plan context: National CD Rateline 401K Profit Sharing Plan
EIN 11-3407488 • Port Jeff Station, NY • 28 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$3,968,316
2024 Contributions
$257,711
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 | 2 | 10 | $3,968,316 | $257,711 | $25,771iApproximate average salary by contribution assumption: employee only about $644,278 at 4% or $429,518 at 6%; with 50% employer match about $429,518 at 4% or $286,346 at 6%; with 100% employer match about $322,139 at 4% or $214,759 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 10 | $2,067,608 | $147,711 | $14,771iApproximate average salary by contribution assumption: employee only about $369,278 at 4% or $246,185 at 6%; with 50% employer match about $246,185 at 4% or $164,123 at 6%; with 100% employer match about $184,639 at 4% or $123,093 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 7 | $1,900,708 | $110,000 | $15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%. |
| 2023 | 2 | 11 | $3,366,162 | $388,263 | $35,297iApproximate average salary by contribution assumption: employee only about $882,416 at 4% or $588,277 at 6%; with 50% employer match about $588,277 at 4% or $392,185 at 6%; with 100% employer match about $441,208 at 4% or $294,139 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 11 | $1,773,571 | $188,263 | $17,115iApproximate average salary by contribution assumption: employee only about $427,870 at 4% or $285,247 at 6%; with 50% employer match about $285,247 at 4% or $190,165 at 6%; with 100% employer match about $213,935 at 4% or $142,623 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 8 | $1,592,591 | $200,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2022 | 2 | 10 | $2,735,316 | $347,799 | $34,780iApproximate average salary by contribution assumption: employee only about $869,498 at 4% or $579,665 at 6%; with 50% employer match about $579,665 at 4% or $386,443 at 6%; with 100% employer match about $434,749 at 4% or $289,833 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 10 | $1,455,333 | $146,156 | $14,616iApproximate average salary by contribution assumption: employee only about $365,390 at 4% or $243,593 at 6%; with 50% employer match about $243,593 at 4% or $162,396 at 6%; with 100% employer match about $182,695 at 4% or $121,797 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 8 | $1,279,983 | $201,643 | $25,205iApproximate average salary by contribution assumption: employee only about $630,134 at 4% or $420,090 at 6%; with 50% employer match about $420,090 at 4% or $280,060 at 6%; with 100% employer match about $315,067 at 4% or $210,045 at 6%. |
| 2021 | 2 | 11 | $2,926,309 | $244,106 | $22,191iApproximate average salary by contribution assumption: employee only about $554,786 at 4% or $369,858 at 6%; with 50% employer match about $369,858 at 4% or $246,572 at 6%; with 100% employer match about $277,393 at 4% or $184,929 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 11 | $1,595,143 | $144,106 | $13,101iApproximate average salary by contribution assumption: employee only about $327,514 at 4% or $218,342 at 6%; with 50% employer match about $218,342 at 4% or $145,562 at 6%; with 100% employer match about $163,757 at 4% or $109,171 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 9 | $1,331,166 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2020 | 2 | 11 | $2,534,790 | $261,995 | $23,818iApproximate average salary by contribution assumption: employee only about $595,443 at 4% or $396,962 at 6%; with 50% employer match about $396,962 at 4% or $264,641 at 6%; with 100% employer match about $297,722 at 4% or $198,481 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 11 | $1,359,001 | $161,995 | $14,727iApproximate average salary by contribution assumption: employee only about $368,170 at 4% or $245,447 at 6%; with 50% employer match about $245,447 at 4% or $163,631 at 6%; with 100% employer match about $184,085 at 4% or $122,723 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 10 | $1,175,789 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2019 | 2 | 14 | $1,962,552 | $249,006 | $17,786iApproximate average salary by contribution assumption: employee only about $444,654 at 4% or $296,436 at 6%; with 50% employer match about $296,436 at 4% or $197,624 at 6%; with 100% employer match about $222,327 at 4% or $148,218 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 14 | $1,045,046 | $149,006 | $10,643iApproximate average salary by contribution assumption: employee only about $266,082 at 4% or $177,388 at 6%; with 50% employer match about $177,388 at 4% or $118,259 at 6%; with 100% employer match about $133,041 at 4% or $88,694 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 10 | $917,506 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2018 | 2 | 15 | $1,566,153 | $223,792 | $14,919iApproximate average salary by contribution assumption: employee only about $372,987 at 4% or $248,658 at 6%; with 50% employer match about $248,658 at 4% or $165,772 at 6%; with 100% employer match about $186,493 at 4% or $124,329 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 12 | $817,388 | $110,000 | $9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 15 | $748,765 | $113,792 | $7,586iApproximate average salary by contribution assumption: employee only about $189,653 at 4% or $126,436 at 6%; with 50% employer match about $126,436 at 4% or $84,290 at 6%; with 100% employer match about $94,827 at 4% or $63,218 at 6%. |
| 2017 | 2 | 13 | $1,514,184 | $207,533 | $15,964iApproximate average salary by contribution assumption: employee only about $399,102 at 4% or $266,068 at 6%; with 50% employer match about $266,068 at 4% or $177,379 at 6%; with 100% employer match about $199,551 at 4% or $133,034 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 9 | $761,314 | $92,000 | $10,222iApproximate average salary by contribution assumption: employee only about $255,556 at 4% or $170,370 at 6%; with 50% employer match about $170,370 at 4% or $113,580 at 6%; with 100% employer match about $127,778 at 4% or $85,185 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 13 | $752,870 | $115,533 | $8,887iApproximate average salary by contribution assumption: employee only about $222,179 at 4% or $148,119 at 6%; with 50% employer match about $148,119 at 4% or $98,746 at 6%; with 100% employer match about $111,089 at 4% or $74,060 at 6%. |
| 2016 | 2 | 14 | $1,189,980 | $155,393 | $11,100iApproximate average salary by contribution assumption: employee only about $277,488 at 4% or $184,992 at 6%; with 50% employer match about $184,992 at 4% or $123,328 at 6%; with 100% employer match about $138,744 at 4% or $92,496 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 10 | $647,624 | $105,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 14 | $542,356 | $50,393 | $3,600iApproximate average salary by contribution assumption: employee only about $89,988 at 4% or $59,992 at 6%; with 50% employer match about $59,992 at 4% or $39,994 at 6%; with 100% employer match about $44,994 at 4% or $29,996 at 6%. |
| 2015 | 2 | 13 | $988,443 | $190,100 | $14,623iApproximate average salary by contribution assumption: employee only about $365,577 at 4% or $243,718 at 6%; with 50% employer match about $243,718 at 4% or $162,479 at 6%; with 100% employer match about $182,788 at 4% or $121,859 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 9 | $519,838 | $105,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 13 | $468,605 | $85,100 | $6,546iApproximate average salary by contribution assumption: employee only about $163,654 at 4% or $109,103 at 6%; with 50% employer match about $109,103 at 4% or $72,735 at 6%; with 100% employer match about $81,827 at 4% or $54,551 at 6%. |
| 2014 | 2 | 10 | $847,524 | $196,573 | $19,657iApproximate average salary by contribution assumption: employee only about $491,433 at 4% or $327,622 at 6%; with 50% employer match about $327,622 at 4% or $218,414 at 6%; with 100% employer match about $245,716 at 4% or $163,811 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 7 | $451,317 | $105,342 | $15,049iApproximate average salary by contribution assumption: employee only about $376,221 at 4% or $250,814 at 6%; with 50% employer match about $250,814 at 4% or $167,210 at 6%; with 100% employer match about $188,111 at 4% or $125,407 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 10 | $396,207 | $91,231 | $9,123iApproximate average salary by contribution assumption: employee only about $228,078 at 4% or $152,052 at 6%; with 50% employer match about $152,052 at 4% or $101,368 at 6%; with 100% employer match about $114,039 at 4% or $76,026 at 6%. |
| 2013 | 2 | 9 | $673,376 | $218,881 | $24,320iApproximate average salary by contribution assumption: employee only about $608,003 at 4% or $405,335 at 6%; with 50% employer match about $405,335 at 4% or $270,223 at 6%; with 100% employer match about $304,001 at 4% or $202,668 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 9 | $337,299 | $105,387 | $11,710iApproximate average salary by contribution assumption: employee only about $292,742 at 4% or $195,161 at 6%; with 50% employer match about $195,161 at 4% or $130,107 at 6%; with 100% employer match about $146,371 at 4% or $97,581 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 7 | $336,077 | $113,494 | $16,213iApproximate average salary by contribution assumption: employee only about $405,336 at 4% or $270,224 at 6%; with 50% employer match about $270,224 at 4% or $180,149 at 6%; with 100% employer match about $202,668 at 4% or $135,112 at 6%. |
| 2012 | 2 | 10 | $452,389 | $220,813 | $22,081iApproximate average salary by contribution assumption: employee only about $552,033 at 4% or $368,022 at 6%; with 50% employer match about $368,022 at 4% or $245,348 at 6%; with 100% employer match about $276,016 at 4% or $184,011 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 10 | $233,240 | $108,755 | $10,876iApproximate average salary by contribution assumption: employee only about $271,888 at 4% or $181,258 at 6%; with 50% employer match about $181,258 at 4% or $120,839 at 6%; with 100% employer match about $135,944 at 4% or $90,629 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 10 | $219,149 | $112,058 | $11,206iApproximate average salary by contribution assumption: employee only about $280,145 at 4% or $186,763 at 6%; with 50% employer match about $186,763 at 4% or $124,509 at 6%; with 100% employer match about $140,073 at 4% or $93,382 at 6%. |
| 2011 | 2 | 11 | $217,615 | $217,080 | $19,735iApproximate average salary by contribution assumption: employee only about $493,364 at 4% or $328,909 at 6%; with 50% employer match about $328,909 at 4% or $219,273 at 6%; with 100% employer match about $246,682 at 4% or $164,455 at 6%. |
| NATIONAL CD RATELINE CASH BALANCE PLAN | - | 10 | $114,064 | $112,000 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| National CD Rateline 401K Profit Sharing Plan | - | 11 | $103,551 | $105,080 | $9,553iApproximate average salary by contribution assumption: employee only about $238,818 at 4% or $159,212 at 6%; with 50% employer match about $159,212 at 4% or $106,141 at 6%; with 100% employer match about $119,409 at 4% or $79,606 at 6%. |