Historic Hudson Valley
Plan context: HISTORIC HUDSON VALLEY 401(K) PLAN
EIN 13-1692606 • Tarrytown, NY • 52 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
66
2024 Assets
$7,951,525
2024 Contributions
$670,096
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 | 66 | $7,951,525 | $670,096 | $10,153iApproximate average salary by contribution assumption: employee only about $253,824 at 4% or $169,216 at 6%; with 50% employer match about $169,216 at 4% or $112,811 at 6%; with 100% employer match about $126,912 at 4% or $84,608 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 66 | $7,951,525 | $670,096 | $10,153iApproximate average salary by contribution assumption: employee only about $253,824 at 4% or $169,216 at 6%; with 50% employer match about $169,216 at 4% or $112,811 at 6%; with 100% employer match about $126,912 at 4% or $84,608 at 6%. |
| 2023 | 2 | 67 | $6,442,593 | $1,319,236 | $19,690iApproximate average salary by contribution assumption: employee only about $492,252 at 4% or $328,168 at 6%; with 50% employer match about $328,168 at 4% or $218,779 at 6%; with 100% employer match about $246,126 at 4% or $164,084 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 67 | $6,442,593 | $735,428 | $10,977iApproximate average salary by contribution assumption: employee only about $274,413 at 4% or $182,942 at 6%; with 50% employer match about $182,942 at 4% or $121,962 at 6%; with 100% employer match about $137,207 at 4% or $91,471 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 0 | $0 | $583,808 | - |
| 2022 | 2 | 70 | $6,239,084 | $712,943 | $10,185iApproximate average salary by contribution assumption: employee only about $254,623 at 4% or $169,748 at 6%; with 50% employer match about $169,748 at 4% or $113,166 at 6%; with 100% employer match about $127,311 at 4% or $84,874 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 70 | $5,108,639 | $522,943 | $7,471iApproximate average salary by contribution assumption: employee only about $186,765 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,383 at 4% or $62,255 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 53 | $1,130,445 | $190,000 | $3,585iApproximate average salary by contribution assumption: employee only about $89,623 at 4% or $59,748 at 6%; with 50% employer match about $59,748 at 4% or $39,832 at 6%; with 100% employer match about $44,811 at 4% or $29,874 at 6%. |
| 2021 | 2 | 64 | $7,281,000 | $626,835 | $9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,826 at 6%; with 100% employer match about $122,429 at 4% or $81,619 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 64 | $6,092,780 | $506,835 | $7,919iApproximate average salary by contribution assumption: employee only about $197,982 at 4% or $131,988 at 6%; with 50% employer match about $131,988 at 4% or $87,992 at 6%; with 100% employer match about $98,991 at 4% or $65,994 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 53 | $1,188,220 | $120,000 | $2,264iApproximate average salary by contribution assumption: employee only about $56,604 at 4% or $37,736 at 6%; with 50% employer match about $37,736 at 4% or $25,157 at 6%; with 100% employer match about $28,302 at 4% or $18,868 at 6%. |
| 2020 | 2 | 67 | $5,981,658 | $596,833 | $8,908iApproximate average salary by contribution assumption: employee only about $222,699 at 4% or $148,466 at 6%; with 50% employer match about $148,466 at 4% or $98,977 at 6%; with 100% employer match about $111,349 at 4% or $74,233 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 67 | $4,826,512 | $475,781 | $7,101iApproximate average salary by contribution assumption: employee only about $177,530 at 4% or $118,353 at 6%; with 50% employer match about $118,353 at 4% or $78,902 at 6%; with 100% employer match about $88,765 at 4% or $59,177 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 54 | $1,155,146 | $121,052 | $2,242iApproximate average salary by contribution assumption: employee only about $56,043 at 4% or $37,362 at 6%; with 50% employer match about $37,362 at 4% or $24,908 at 6%; with 100% employer match about $28,021 at 4% or $18,681 at 6%. |
| 2019 | 2 | 62 | $5,021,724 | $649,430 | $10,475iApproximate average salary by contribution assumption: employee only about $261,867 at 4% or $174,578 at 6%; with 50% employer match about $174,578 at 4% or $116,385 at 6%; with 100% employer match about $130,933 at 4% or $87,289 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 62 | $3,870,478 | $524,748 | $8,464iApproximate average salary by contribution assumption: employee only about $211,592 at 4% or $141,061 at 6%; with 50% employer match about $141,061 at 4% or $94,041 at 6%; with 100% employer match about $105,796 at 4% or $70,531 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 54 | $1,151,246 | $124,682 | $2,309iApproximate average salary by contribution assumption: employee only about $57,723 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,655 at 6%; with 100% employer match about $28,862 at 4% or $19,241 at 6%. |
| 2018 | 2 | 62 | $3,897,178 | $548,685 | $8,850iApproximate average salary by contribution assumption: employee only about $221,244 at 4% or $147,496 at 6%; with 50% employer match about $147,496 at 4% or $98,331 at 6%; with 100% employer match about $110,622 at 4% or $73,748 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 62 | $2,860,949 | $470,419 | $7,587iApproximate average salary by contribution assumption: employee only about $189,685 at 4% or $126,457 at 6%; with 50% employer match about $126,457 at 4% or $84,304 at 6%; with 100% employer match about $94,843 at 4% or $63,228 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 54 | $1,036,229 | $78,266 | $1,449iApproximate average salary by contribution assumption: employee only about $36,234 at 4% or $24,156 at 6%; with 50% employer match about $24,156 at 4% or $16,104 at 6%; with 100% employer match about $18,117 at 4% or $12,078 at 6%. |
| 2017 | 3 | 60 | $4,490,345 | $3,209,984 | $53,500iApproximate average salary by contribution assumption: employee only about $1,337,493 at 4% or $891,662 at 6%; with 50% employer match about $891,662 at 4% or $594,441 at 6%; with 100% employer match about $668,747 at 4% or $445,831 at 6%. |
| HISTORIC HUDSON VALLEY 401(K) PLAN | - | 60 | $3,287,939 | $3,014,307 | $50,238iApproximate average salary by contribution assumption: employee only about $1,255,961 at 4% or $837,308 at 6%; with 50% employer match about $837,308 at 4% or $558,205 at 6%; with 100% employer match about $627,981 at 4% or $418,654 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 54 | $1,202,406 | $81,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | $114,677 | - |
| 2016 | 2 | 60 | $8,874,430 | $576,796 | $9,613iApproximate average salary by contribution assumption: employee only about $240,332 at 4% or $160,221 at 6%; with 50% employer match about $160,221 at 4% or $106,814 at 6%; with 100% employer match about $120,166 at 4% or $80,111 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 60 | $7,721,112 | $501,796 | $8,363iApproximate average salary by contribution assumption: employee only about $209,082 at 4% or $139,388 at 6%; with 50% employer match about $139,388 at 4% or $92,925 at 6%; with 100% employer match about $104,541 at 4% or $69,694 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 54 | $1,153,318 | $75,000 | $1,389iApproximate average salary by contribution assumption: employee only about $34,722 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%. |
| 2015 | 2 | 78 | $8,731,079 | $516,282 | $6,619iApproximate average salary by contribution assumption: employee only about $165,475 at 4% or $110,317 at 6%; with 50% employer match about $110,317 at 4% or $73,544 at 6%; with 100% employer match about $82,738 at 4% or $55,158 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 61 | $7,051,193 | $500,922 | $8,212iApproximate average salary by contribution assumption: employee only about $205,296 at 4% or $136,864 at 6%; with 50% employer match about $136,864 at 4% or $91,243 at 6%; with 100% employer match about $102,648 at 4% or $68,432 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 78 | $1,679,886 | $15,360 | $197iApproximate average salary by contribution assumption: employee only about $4,923 at 4% or $3,282 at 6%; with 50% employer match about $3,282 at 4% or $2,188 at 6%; with 100% employer match about $2,462 at 4% or $1,641 at 6%. |
| 2014 | 2 | 81 | $8,701,964 | $499,008 | $6,161iApproximate average salary by contribution assumption: employee only about $154,015 at 4% or $102,677 at 6%; with 50% employer match about $102,677 at 4% or $68,451 at 6%; with 100% employer match about $77,007 at 4% or $51,338 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 65 | $6,913,067 | $403,352 | $6,205iApproximate average salary by contribution assumption: employee only about $155,135 at 4% or $103,424 at 6%; with 50% employer match about $103,424 at 4% or $68,949 at 6%; with 100% employer match about $77,568 at 4% or $51,712 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 81 | $1,788,897 | $95,656 | $1,181iApproximate average salary by contribution assumption: employee only about $29,523 at 4% or $19,682 at 6%; with 50% employer match about $19,682 at 4% or $13,122 at 6%; with 100% employer match about $14,762 at 4% or $9,841 at 6%. |
| 2013 | 2 | 81 | $8,216,305 | $528,091 | $6,520iApproximate average salary by contribution assumption: employee only about $162,991 at 4% or $108,661 at 6%; with 50% employer match about $108,661 at 4% or $72,440 at 6%; with 100% employer match about $81,496 at 4% or $54,330 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 63 | $6,444,927 | $428,079 | $6,795iApproximate average salary by contribution assumption: employee only about $169,873 at 4% or $113,248 at 6%; with 50% employer match about $113,248 at 4% or $75,499 at 6%; with 100% employer match about $84,936 at 4% or $56,624 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 81 | $1,771,378 | $100,012 | $1,235iApproximate average salary by contribution assumption: employee only about $30,868 at 4% or $20,579 at 6%; with 50% employer match about $20,579 at 4% or $13,719 at 6%; with 100% employer match about $15,434 at 4% or $10,289 at 6%. |
| 2012 | 2 | 81 | $7,409,782 | $527,242 | $6,509iApproximate average salary by contribution assumption: employee only about $162,729 at 4% or $108,486 at 6%; with 50% employer match about $108,486 at 4% or $72,324 at 6%; with 100% employer match about $81,365 at 4% or $54,243 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 79 | $5,759,536 | $440,261 | $5,573iApproximate average salary by contribution assumption: employee only about $139,323 at 4% or $92,882 at 6%; with 50% employer match about $92,882 at 4% or $61,921 at 6%; with 100% employer match about $69,662 at 4% or $46,441 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 81 | $1,650,246 | $86,981 | $1,074iApproximate average salary by contribution assumption: employee only about $26,846 at 4% or $17,897 at 6%; with 50% employer match about $17,897 at 4% or $11,932 at 6%; with 100% employer match about $13,423 at 4% or $8,949 at 6%. |
| 2011 | 2 | 82 | $6,521,317 | $455,969 | $5,561iApproximate average salary by contribution assumption: employee only about $139,015 at 4% or $92,677 at 6%; with 50% employer match about $92,677 at 4% or $61,784 at 6%; with 100% employer match about $69,507 at 4% or $46,338 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 76 | $5,124,732 | $330,253 | $4,345iApproximate average salary by contribution assumption: employee only about $108,636 at 4% or $72,424 at 6%; with 50% employer match about $72,424 at 4% or $48,283 at 6%; with 100% employer match about $54,318 at 4% or $36,212 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 82 | $1,396,585 | $125,716 | $1,533iApproximate average salary by contribution assumption: employee only about $38,328 at 4% or $25,552 at 6%; with 50% employer match about $25,552 at 4% or $17,035 at 6%; with 100% employer match about $19,164 at 4% or $12,776 at 6%. |
| 2010 | 2 | 82 | $6,715,787 | $588,198 | $7,173iApproximate average salary by contribution assumption: employee only about $179,329 at 4% or $119,552 at 6%; with 50% employer match about $119,552 at 4% or $79,702 at 6%; with 100% employer match about $89,664 at 4% or $59,776 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 80 | $5,395,025 | $483,598 | $6,045iApproximate average salary by contribution assumption: employee only about $151,124 at 4% or $100,750 at 6%; with 50% employer match about $100,750 at 4% or $67,166 at 6%; with 100% employer match about $75,562 at 4% or $50,375 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 82 | $1,320,762 | $104,600 | $1,276iApproximate average salary by contribution assumption: employee only about $31,890 at 4% or $21,260 at 6%; with 50% employer match about $21,260 at 4% or $14,173 at 6%; with 100% employer match about $15,945 at 4% or $10,630 at 6%. |
| 2009 | 2 | 82 | $5,670,027 | $610,225 | $7,442iApproximate average salary by contribution assumption: employee only about $186,044 at 4% or $124,029 at 6%; with 50% employer match about $124,029 at 4% or $82,686 at 6%; with 100% employer match about $93,022 at 4% or $62,015 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 78 | $4,554,297 | $418,353 | $5,364iApproximate average salary by contribution assumption: employee only about $134,088 at 4% or $89,392 at 6%; with 50% employer match about $89,392 at 4% or $59,594 at 6%; with 100% employer match about $67,044 at 4% or $44,696 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 82 | $1,115,730 | $191,872 | $2,340iApproximate average salary by contribution assumption: employee only about $58,498 at 4% or $38,998 at 6%; with 50% employer match about $38,998 at 4% or $25,999 at 6%; with 100% employer match about $29,249 at 4% or $19,499 at 6%. |
| 2008 | 2 | 14 | $653,319 | $48,729 | $3,481iApproximate average salary by contribution assumption: employee only about $87,016 at 4% or $58,011 at 6%; with 50% employer match about $58,011 at 4% or $38,674 at 6%; with 100% employer match about $43,508 at 4% or $29,005 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 14 | $653,319 | $48,729 | $3,481iApproximate average salary by contribution assumption: employee only about $87,016 at 4% or $58,011 at 6%; with 50% employer match about $58,011 at 4% or $38,674 at 6%; with 100% employer match about $43,508 at 4% or $29,005 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 16 | $0 | $0 | - |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| Historic Hudson Valley Retirement Income Plan | - | 16 | - | - | - |
| 2006 | 2 | 16 | $787,891 | $51,938 | $3,246iApproximate average salary by contribution assumption: employee only about $81,153 at 4% or $54,102 at 6%; with 50% employer match about $54,102 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 16 | $787,891 | $51,938 | $3,246iApproximate average salary by contribution assumption: employee only about $81,153 at 4% or $54,102 at 6%; with 50% employer match about $54,102 at 4% or $36,068 at 6%; with 100% employer match about $40,577 at 4% or $27,051 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 2 | 16 | $741,486 | $48,154 | $3,010iApproximate average salary by contribution assumption: employee only about $75,241 at 4% or $50,160 at 6%; with 50% employer match about $50,160 at 4% or $33,440 at 6%; with 100% employer match about $37,620 at 4% or $25,080 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 16 | $741,486 | $48,154 | $3,010iApproximate average salary by contribution assumption: employee only about $75,241 at 4% or $50,160 at 6%; with 50% employer match about $50,160 at 4% or $33,440 at 6%; with 100% employer match about $37,620 at 4% or $25,080 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 2 | 18 | $721,379 | $44,047 | $2,447iApproximate average salary by contribution assumption: employee only about $61,176 at 4% or $40,784 at 6%; with 50% employer match about $40,784 at 4% or $27,190 at 6%; with 100% employer match about $30,588 at 4% or $20,392 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 18 | $721,379 | $44,047 | $2,447iApproximate average salary by contribution assumption: employee only about $61,176 at 4% or $40,784 at 6%; with 50% employer match about $40,784 at 4% or $27,190 at 6%; with 100% employer match about $30,588 at 4% or $20,392 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 2 | 19 | $664,634 | $51,872 | $2,730iApproximate average salary by contribution assumption: employee only about $68,253 at 4% or $45,502 at 6%; with 50% employer match about $45,502 at 4% or $30,335 at 6%; with 100% employer match about $34,126 at 4% or $22,751 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 19 | $664,634 | $51,872 | $2,730iApproximate average salary by contribution assumption: employee only about $68,253 at 4% or $45,502 at 6%; with 50% employer match about $45,502 at 4% or $30,335 at 6%; with 100% employer match about $34,126 at 4% or $22,751 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 2 | 21 | $555,945 | $45,650 | $2,174iApproximate average salary by contribution assumption: employee only about $54,345 at 4% or $36,230 at 6%; with 50% employer match about $36,230 at 4% or $24,153 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 21 | $555,945 | $45,650 | $2,174iApproximate average salary by contribution assumption: employee only about $54,345 at 4% or $36,230 at 6%; with 50% employer match about $36,230 at 4% or $24,153 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 2 | 22 | $554,964 | $49,543 | $2,252iApproximate average salary by contribution assumption: employee only about $56,299 at 4% or $37,533 at 6%; with 50% employer match about $37,533 at 4% or $25,022 at 6%; with 100% employer match about $28,149 at 4% or $18,766 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 22 | $554,964 | $49,543 | $2,252iApproximate average salary by contribution assumption: employee only about $56,299 at 4% or $37,533 at 6%; with 50% employer match about $37,533 at 4% or $25,022 at 6%; with 100% employer match about $28,149 at 4% or $18,766 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 2 | 22 | $487,590 | $49,353 | $2,243iApproximate average salary by contribution assumption: employee only about $56,083 at 4% or $37,389 at 6%; with 50% employer match about $37,389 at 4% or $24,926 at 6%; with 100% employer match about $28,041 at 4% or $18,694 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 22 | $487,590 | $49,353 | $2,243iApproximate average salary by contribution assumption: employee only about $56,083 at 4% or $37,389 at 6%; with 50% employer match about $37,389 at 4% or $24,926 at 6%; with 100% employer match about $28,041 at 4% or $18,694 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 25 | $421,514 | $45,811 | $1,832iApproximate average salary by contribution assumption: employee only about $45,811 at 4% or $30,541 at 6%; with 50% employer match about $30,541 at 4% or $20,360 at 6%; with 100% employer match about $22,906 at 4% or $15,270 at 6%. |
| Historic Hudson Valley Retirement Income Plan | - | 25 | $421,514 | $45,811 | $1,832iApproximate average salary by contribution assumption: employee only about $45,811 at 4% or $30,541 at 6%; with 50% employer match about $30,541 at 4% or $20,360 at 6%; with 100% employer match about $22,906 at 4% or $15,270 at 6%. |
| Historic Hudson Valley Tax Sheltered Annuity Plan | - | 0 | - | - | - |