Civic Intelligence

Cona and Associates, LLC

Plan context: Cona and Associates LLC Safe Harbor 401(K) Plan and Trust

EIN 11-3634083 • Melville, NY • 29 filings • 5 plans

225 Broadhollow Road Ste 200Melville, NY 11747
Current Snapshot

Latest Year

2021

2021 Participants

28

2021 Assets

$5,401,138

2021 Contributions

$133,770

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,112,256$3,056,128$0200220122020YearValue
$5,401,138Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

40200200220112020YearValue
28Latest year 2020

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-0$0--
2020228$5,401,138$133,770$4,778iApproximate average salary by contribution assumption: employee only about $119,438 at 4% or $79,625 at 6%; with 50% employer match about $79,625 at 4% or $53,083 at 6%; with 100% employer match about $59,719 at 4% or $39,813 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-28$4,968,372$133,770$4,778iApproximate average salary by contribution assumption: employee only about $119,438 at 4% or $79,625 at 6%; with 50% employer match about $79,625 at 4% or $53,083 at 6%; with 100% employer match about $59,719 at 4% or $39,813 at 6%.
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-20$432,766--
2019336$6,112,256$663,836$18,440iApproximate average salary by contribution assumption: employee only about $460,997 at 4% or $307,331 at 6%; with 50% employer match about $307,331 at 4% or $204,888 at 6%; with 100% employer match about $230,499 at 4% or $153,666 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-29$4,396,165$283,465$9,775iApproximate average salary by contribution assumption: employee only about $244,366 at 4% or $162,911 at 6%; with 50% employer match about $162,911 at 4% or $108,607 at 6%; with 100% employer match about $122,183 at 4% or $81,455 at 6%.
CONA & ASSOCIATES, LLC CASH BALANCE PLAN-27$1,330,048$299,800$11,104iApproximate average salary by contribution assumption: employee only about $277,593 at 4% or $185,062 at 6%; with 50% employer match about $185,062 at 4% or $123,374 at 6%; with 100% employer match about $138,796 at 4% or $92,531 at 6%.
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-36$386,043$80,571$2,238iApproximate average salary by contribution assumption: employee only about $55,952 at 4% or $37,301 at 6%; with 50% employer match about $37,301 at 4% or $24,868 at 6%; with 100% employer match about $27,976 at 4% or $18,651 at 6%.
2018337$4,761,992$718,125$19,409iApproximate average salary by contribution assumption: employee only about $485,220 at 4% or $323,480 at 6%; with 50% employer match about $323,480 at 4% or $215,653 at 6%; with 100% employer match about $242,610 at 4% or $161,740 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-37$3,609,488$276,196$7,465iApproximate average salary by contribution assumption: employee only about $186,619 at 4% or $124,413 at 6%; with 50% employer match about $124,413 at 4% or $82,942 at 6%; with 100% employer match about $93,309 at 4% or $62,206 at 6%.
CONA & ASSOCIATES, LLC CASH BALANCE PLAN-25$885,911$339,425$13,577iApproximate average salary by contribution assumption: employee only about $339,425 at 4% or $226,283 at 6%; with 50% employer match about $226,283 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%.
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-36$266,593$102,504$2,847iApproximate average salary by contribution assumption: employee only about $71,183 at 4% or $47,456 at 6%; with 50% employer match about $47,456 at 4% or $31,637 at 6%; with 100% employer match about $35,592 at 4% or $23,728 at 6%.
2017334$4,400,756$675,741$19,875iApproximate average salary by contribution assumption: employee only about $496,868 at 4% or $331,246 at 6%; with 50% employer match about $331,246 at 4% or $220,830 at 6%; with 100% employer match about $248,434 at 4% or $165,623 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-29$3,630,677$300,053$10,347iApproximate average salary by contribution assumption: employee only about $258,666 at 4% or $172,444 at 6%; with 50% employer match about $172,444 at 4% or $114,963 at 6%; with 100% employer match about $129,333 at 4% or $86,222 at 6%.
CONA & ASSOCIATES, LLC CASH BALANCE PLAN-21$594,903$278,531$13,263iApproximate average salary by contribution assumption: employee only about $331,585 at 4% or $221,056 at 6%; with 50% employer match about $221,056 at 4% or $147,371 at 6%; with 100% employer match about $165,792 at 4% or $110,528 at 6%.
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-34$175,176$97,157$2,858iApproximate average salary by contribution assumption: employee only about $71,439 at 4% or $47,626 at 6%; with 50% employer match about $47,626 at 4% or $31,751 at 6%; with 100% employer match about $35,719 at 4% or $23,813 at 6%.
2016339$3,486,928$581,438$14,909iApproximate average salary by contribution assumption: employee only about $372,717 at 4% or $248,478 at 6%; with 50% employer match about $248,478 at 4% or $165,652 at 6%; with 100% employer match about $186,358 at 4% or $124,239 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-39$3,121,790$216,300$5,546iApproximate average salary by contribution assumption: employee only about $138,654 at 4% or $92,436 at 6%; with 50% employer match about $92,436 at 4% or $61,624 at 6%; with 100% employer match about $69,327 at 4% or $46,218 at 6%.
CONA & ASSOCIATES, LLC CASH BALANCE PLAN-20$292,850$292,850$14,643iApproximate average salary by contribution assumption: employee only about $366,063 at 4% or $244,042 at 6%; with 50% employer match about $244,042 at 4% or $162,694 at 6%; with 100% employer match about $183,031 at 4% or $122,021 at 6%.
CONA & ASSOCIATES, LLC PROFIT SHARING PLAN-32$72,288$72,288$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
2015140$2,733,248$259,892$6,497iApproximate average salary by contribution assumption: employee only about $162,433 at 4% or $108,288 at 6%; with 50% employer match about $108,288 at 4% or $72,192 at 6%; with 100% employer match about $81,216 at 4% or $54,144 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-40$2,733,248$259,892$6,497iApproximate average salary by contribution assumption: employee only about $162,433 at 4% or $108,288 at 6%; with 50% employer match about $108,288 at 4% or $72,192 at 6%; with 100% employer match about $81,216 at 4% or $54,144 at 6%.
2014139$2,520,123$297,026$7,616iApproximate average salary by contribution assumption: employee only about $190,401 at 4% or $126,934 at 6%; with 50% employer match about $126,934 at 4% or $84,623 at 6%; with 100% employer match about $95,201 at 4% or $63,467 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-39$2,520,123$297,026$7,616iApproximate average salary by contribution assumption: employee only about $190,401 at 4% or $126,934 at 6%; with 50% employer match about $126,934 at 4% or $84,623 at 6%; with 100% employer match about $95,201 at 4% or $63,467 at 6%.
2013121$2,125,657$220,669$10,508iApproximate average salary by contribution assumption: employee only about $262,701 at 4% or $175,134 at 6%; with 50% employer match about $175,134 at 4% or $116,756 at 6%; with 100% employer match about $131,351 at 4% or $87,567 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-21$2,125,657$220,669$10,508iApproximate average salary by contribution assumption: employee only about $262,701 at 4% or $175,134 at 6%; with 50% employer match about $175,134 at 4% or $116,756 at 6%; with 100% employer match about $131,351 at 4% or $87,567 at 6%.
2012119$1,582,130$191,479$10,078iApproximate average salary by contribution assumption: employee only about $251,946 at 4% or $167,964 at 6%; with 50% employer match about $167,964 at 4% or $111,976 at 6%; with 100% employer match about $125,973 at 4% or $83,982 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-19$1,582,130$191,479$10,078iApproximate average salary by contribution assumption: employee only about $251,946 at 4% or $167,964 at 6%; with 50% employer match about $167,964 at 4% or $111,976 at 6%; with 100% employer match about $125,973 at 4% or $83,982 at 6%.
2011115$1,278,807$185,860$12,391iApproximate average salary by contribution assumption: employee only about $309,767 at 4% or $206,511 at 6%; with 50% employer match about $206,511 at 4% or $137,674 at 6%; with 100% employer match about $154,883 at 4% or $103,256 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-15$1,278,807$185,860$12,391iApproximate average salary by contribution assumption: employee only about $309,767 at 4% or $206,511 at 6%; with 50% employer match about $206,511 at 4% or $137,674 at 6%; with 100% employer match about $154,883 at 4% or $103,256 at 6%.
2010115$1,088,972$161,294$10,753iApproximate average salary by contribution assumption: employee only about $268,823 at 4% or $179,216 at 6%; with 50% employer match about $179,216 at 4% or $119,477 at 6%; with 100% employer match about $134,412 at 4% or $89,608 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-15$1,088,972$161,294$10,753iApproximate average salary by contribution assumption: employee only about $268,823 at 4% or $179,216 at 6%; with 50% employer match about $179,216 at 4% or $119,477 at 6%; with 100% employer match about $134,412 at 4% or $89,608 at 6%.
2009112$819,267$139,447$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,676 at 6%; with 50% employer match about $193,676 at 4% or $129,118 at 6%; with 100% employer match about $145,257 at 4% or $96,838 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-12$819,267$139,447$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,676 at 6%; with 50% employer match about $193,676 at 4% or $129,118 at 6%; with 100% employer match about $145,257 at 4% or $96,838 at 6%.
2008111$588,261$127,842$11,622iApproximate average salary by contribution assumption: employee only about $290,550 at 4% or $193,700 at 6%; with 50% employer match about $193,700 at 4% or $129,133 at 6%; with 100% employer match about $145,275 at 4% or $96,850 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-11$588,261$127,842$11,622iApproximate average salary by contribution assumption: employee only about $290,550 at 4% or $193,700 at 6%; with 50% employer match about $193,700 at 4% or $129,133 at 6%; with 100% employer match about $145,275 at 4% or $96,850 at 6%.
2007110$0$0-
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-10---
200617$547,301$120,893$17,270iApproximate average salary by contribution assumption: employee only about $431,761 at 4% or $287,840 at 6%; with 50% employer match about $287,840 at 4% or $191,894 at 6%; with 100% employer match about $215,880 at 4% or $143,920 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-7$547,301$120,893$17,270iApproximate average salary by contribution assumption: employee only about $431,761 at 4% or $287,840 at 6%; with 50% employer match about $287,840 at 4% or $191,894 at 6%; with 100% employer match about $215,880 at 4% or $143,920 at 6%.
200517$379,992$101,589$14,513iApproximate average salary by contribution assumption: employee only about $362,818 at 4% or $241,879 at 6%; with 50% employer match about $241,879 at 4% or $161,252 at 6%; with 100% employer match about $181,409 at 4% or $120,939 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-7$379,992$101,589$14,513iApproximate average salary by contribution assumption: employee only about $362,818 at 4% or $241,879 at 6%; with 50% employer match about $241,879 at 4% or $161,252 at 6%; with 100% employer match about $181,409 at 4% or $120,939 at 6%.
200415$254,899$94,175$18,835iApproximate average salary by contribution assumption: employee only about $470,875 at 4% or $313,917 at 6%; with 50% employer match about $313,917 at 4% or $209,278 at 6%; with 100% employer match about $235,438 at 4% or $156,958 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-5$254,899$94,175$18,835iApproximate average salary by contribution assumption: employee only about $470,875 at 4% or $313,917 at 6%; with 50% employer match about $313,917 at 4% or $209,278 at 6%; with 100% employer match about $235,438 at 4% or $156,958 at 6%.
200314$149,213$65,551$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,129 at 6%; with 50% employer match about $273,129 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-4$149,213$65,551$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,129 at 6%; with 50% employer match about $273,129 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
200213$80,091$80,091$26,697iApproximate average salary by contribution assumption: employee only about $667,425 at 4% or $444,950 at 6%; with 50% employer match about $444,950 at 4% or $296,633 at 6%; with 100% employer match about $333,713 at 4% or $222,475 at 6%.
Cona and Associates LLC Safe Harbor 401(K) Plan and Trust-3$80,091$80,091$26,697iApproximate average salary by contribution assumption: employee only about $667,425 at 4% or $444,950 at 6%; with 50% employer match about $444,950 at 4% or $296,633 at 6%; with 100% employer match about $333,713 at 4% or $222,475 at 6%.