American Ethical Union
Plan context: American Ethical Union 401(K) Profit Sharing Plan & Trust
EIN 13-1656631 • New York, NY • 18 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$12,458
2024 Contributions
$13,578
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 | 2 | $12,458 | $13,578 | $6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $12,458 | $13,578 | $6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%. |
| 2023 | 1 | 3 | $31,426 | $21,049 | $7,016iApproximate average salary by contribution assumption: employee only about $175,408 at 4% or $116,939 at 6%; with 50% employer match about $116,939 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 3 | $31,426 | $21,049 | $7,016iApproximate average salary by contribution assumption: employee only about $175,408 at 4% or $116,939 at 6%; with 50% employer match about $116,939 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%. |
| 2022 | 1 | 1 | $11,701 | $7,396 | $7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 1 | $11,701 | $7,396 | $7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%. |
| 2021 | 1 | 1 | $101,796 | $2,876 | $2,876iApproximate average salary by contribution assumption: employee only about $71,900 at 4% or $47,933 at 6%; with 50% employer match about $47,933 at 4% or $31,956 at 6%; with 100% employer match about $35,950 at 4% or $23,967 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 1 | $101,796 | $2,876 | $2,876iApproximate average salary by contribution assumption: employee only about $71,900 at 4% or $47,933 at 6%; with 50% employer match about $47,933 at 4% or $31,956 at 6%; with 100% employer match about $35,950 at 4% or $23,967 at 6%. |
| 2020 | 1 | 1 | $89,881 | $8,682 | $8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 1 | $89,881 | $8,682 | $8,682iApproximate average salary by contribution assumption: employee only about $217,050 at 4% or $144,700 at 6%; with 50% employer match about $144,700 at 4% or $96,467 at 6%; with 100% employer match about $108,525 at 4% or $72,350 at 6%. |
| 2019 | 1 | 2 | $77,576 | $9,329 | $4,665iApproximate average salary by contribution assumption: employee only about $116,613 at 4% or $77,742 at 6%; with 50% employer match about $77,742 at 4% or $51,828 at 6%; with 100% employer match about $58,306 at 4% or $38,871 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $77,576 | $9,329 | $4,665iApproximate average salary by contribution assumption: employee only about $116,613 at 4% or $77,742 at 6%; with 50% employer match about $77,742 at 4% or $51,828 at 6%; with 100% employer match about $58,306 at 4% or $38,871 at 6%. |
| 2018 | 1 | 2 | $57,025 | $3,898 | $1,949iApproximate average salary by contribution assumption: employee only about $48,725 at 4% or $32,483 at 6%; with 50% employer match about $32,483 at 4% or $21,656 at 6%; with 100% employer match about $24,363 at 4% or $16,242 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $57,025 | $3,898 | $1,949iApproximate average salary by contribution assumption: employee only about $48,725 at 4% or $32,483 at 6%; with 50% employer match about $32,483 at 4% or $21,656 at 6%; with 100% employer match about $24,363 at 4% or $16,242 at 6%. |
| 2017 | 1 | 2 | $55,924 | $8,573 | $4,287iApproximate average salary by contribution assumption: employee only about $107,163 at 4% or $71,442 at 6%; with 50% employer match about $71,442 at 4% or $47,628 at 6%; with 100% employer match about $53,581 at 4% or $35,721 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $55,924 | $8,573 | $4,287iApproximate average salary by contribution assumption: employee only about $107,163 at 4% or $71,442 at 6%; with 50% employer match about $71,442 at 4% or $47,628 at 6%; with 100% employer match about $53,581 at 4% or $35,721 at 6%. |
| 2016 | 1 | 3 | $51,797 | $49,656 | $16,552iApproximate average salary by contribution assumption: employee only about $413,800 at 4% or $275,867 at 6%; with 50% employer match about $275,867 at 4% or $183,911 at 6%; with 100% employer match about $206,900 at 4% or $137,933 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 3 | $51,797 | $49,656 | $16,552iApproximate average salary by contribution assumption: employee only about $413,800 at 4% or $275,867 at 6%; with 50% employer match about $275,867 at 4% or $183,911 at 6%; with 100% employer match about $206,900 at 4% or $137,933 at 6%. |
| 2015 | 1 | 2 | $132,772 | $18,415 | $9,208iApproximate average salary by contribution assumption: employee only about $230,188 at 4% or $153,458 at 6%; with 50% employer match about $153,458 at 4% or $102,306 at 6%; with 100% employer match about $115,094 at 4% or $76,729 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $132,772 | $18,415 | $9,208iApproximate average salary by contribution assumption: employee only about $230,188 at 4% or $153,458 at 6%; with 50% employer match about $153,458 at 4% or $102,306 at 6%; with 100% employer match about $115,094 at 4% or $76,729 at 6%. |
| 2014 | 1 | 0 | $113,970 | $14,659 | - |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 0 | $113,970 | $14,659 | - |
| 2013 | 1 | 2 | $97,409 | $15,671 | $7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $97,409 | $15,671 | $7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%. |
| 2012 | 1 | 2 | $71,063 | $11,408 | $5,704iApproximate average salary by contribution assumption: employee only about $142,600 at 4% or $95,067 at 6%; with 50% employer match about $95,067 at 4% or $63,378 at 6%; with 100% employer match about $71,300 at 4% or $47,533 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 2 | $71,063 | $11,408 | $5,704iApproximate average salary by contribution assumption: employee only about $142,600 at 4% or $95,067 at 6%; with 50% employer match about $95,067 at 4% or $63,378 at 6%; with 100% employer match about $71,300 at 4% or $47,533 at 6%. |
| 2011 | 1 | 3 | $73,209 | $13,537 | $4,512iApproximate average salary by contribution assumption: employee only about $112,808 at 4% or $75,206 at 6%; with 50% employer match about $75,206 at 4% or $50,137 at 6%; with 100% employer match about $56,404 at 4% or $37,603 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 3 | $73,209 | $13,537 | $4,512iApproximate average salary by contribution assumption: employee only about $112,808 at 4% or $75,206 at 6%; with 50% employer match about $75,206 at 4% or $50,137 at 6%; with 100% employer match about $56,404 at 4% or $37,603 at 6%. |
| 2010 | 1 | 3 | $59,049 | $15,566 | $5,189iApproximate average salary by contribution assumption: employee only about $129,717 at 4% or $86,478 at 6%; with 50% employer match about $86,478 at 4% or $57,652 at 6%; with 100% employer match about $64,858 at 4% or $43,239 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 3 | $59,049 | $15,566 | $5,189iApproximate average salary by contribution assumption: employee only about $129,717 at 4% or $86,478 at 6%; with 50% employer match about $86,478 at 4% or $57,652 at 6%; with 100% employer match about $64,858 at 4% or $43,239 at 6%. |
| 2009 | 1 | 4 | $37,947 | $14,932 | $3,733iApproximate average salary by contribution assumption: employee only about $93,325 at 4% or $62,217 at 6%; with 50% employer match about $62,217 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,108 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 4 | $37,947 | $14,932 | $3,733iApproximate average salary by contribution assumption: employee only about $93,325 at 4% or $62,217 at 6%; with 50% employer match about $62,217 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,108 at 6%. |
| 2008 | 1 | 4 | $21,222 | $14,893 | $3,723iApproximate average salary by contribution assumption: employee only about $93,081 at 4% or $62,054 at 6%; with 50% employer match about $62,054 at 4% or $41,369 at 6%; with 100% employer match about $46,541 at 4% or $31,027 at 6%. |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 4 | $21,222 | $14,893 | $3,723iApproximate average salary by contribution assumption: employee only about $93,081 at 4% or $62,054 at 6%; with 50% employer match about $62,054 at 4% or $41,369 at 6%; with 100% employer match about $46,541 at 4% or $31,027 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| American Ethical Union 401(K) Profit Sharing Plan & Trust | - | 4 | - | - | - |