Ahearn Holtzman Inc
Plan context: Ahearn Holtzman Inc Profit Sharing Plan and Trust
EIN 13-1934474 • Port Chester, NY • 31 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$18,929,869
2024 Contributions
$48,353
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 | 33 | $18,929,869 | $48,353 | $1,465iApproximate average salary by contribution assumption: employee only about $36,631 at 4% or $24,421 at 6%; with 50% employer match about $24,421 at 4% or $16,280 at 6%; with 100% employer match about $18,316 at 4% or $12,210 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 33 | $18,929,869 | $48,353 | $1,465iApproximate average salary by contribution assumption: employee only about $36,631 at 4% or $24,421 at 6%; with 50% employer match about $24,421 at 4% or $16,280 at 6%; with 100% employer match about $18,316 at 4% or $12,210 at 6%. |
| 2023 | 1 | 36 | $19,525,301 | $769,436 | $21,373iApproximate average salary by contribution assumption: employee only about $534,331 at 4% or $356,220 at 6%; with 50% employer match about $356,220 at 4% or $237,480 at 6%; with 100% employer match about $267,165 at 4% or $178,110 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 36 | $19,525,301 | $769,436 | $21,373iApproximate average salary by contribution assumption: employee only about $534,331 at 4% or $356,220 at 6%; with 50% employer match about $356,220 at 4% or $237,480 at 6%; with 100% employer match about $267,165 at 4% or $178,110 at 6%. |
| 2022 | 1 | 30 | $17,452,550 | $579,894 | $19,330iApproximate average salary by contribution assumption: employee only about $483,245 at 4% or $322,163 at 6%; with 50% employer match about $322,163 at 4% or $214,776 at 6%; with 100% employer match about $241,623 at 4% or $161,082 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 30 | $17,452,550 | $579,894 | $19,330iApproximate average salary by contribution assumption: employee only about $483,245 at 4% or $322,163 at 6%; with 50% employer match about $322,163 at 4% or $214,776 at 6%; with 100% employer match about $241,623 at 4% or $161,082 at 6%. |
| 2021 | 1 | 31 | $26,569,864 | $947,612 | $30,568iApproximate average salary by contribution assumption: employee only about $764,203 at 4% or $509,469 at 6%; with 50% employer match about $509,469 at 4% or $339,646 at 6%; with 100% employer match about $382,102 at 4% or $254,734 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 31 | $26,569,864 | $947,612 | $30,568iApproximate average salary by contribution assumption: employee only about $764,203 at 4% or $509,469 at 6%; with 50% employer match about $509,469 at 4% or $339,646 at 6%; with 100% employer match about $382,102 at 4% or $254,734 at 6%. |
| 2020 | 1 | 32 | $21,972,318 | $1,077,832 | $33,682iApproximate average salary by contribution assumption: employee only about $842,056 at 4% or $561,371 at 6%; with 50% employer match about $561,371 at 4% or $374,247 at 6%; with 100% employer match about $421,028 at 4% or $280,685 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 32 | $21,972,318 | $1,077,832 | $33,682iApproximate average salary by contribution assumption: employee only about $842,056 at 4% or $561,371 at 6%; with 50% employer match about $561,371 at 4% or $374,247 at 6%; with 100% employer match about $421,028 at 4% or $280,685 at 6%. |
| 2019 | 1 | 34 | $27,453,608 | $1,172,456 | $34,484iApproximate average salary by contribution assumption: employee only about $862,100 at 4% or $574,733 at 6%; with 50% employer match about $574,733 at 4% or $383,156 at 6%; with 100% employer match about $431,050 at 4% or $287,367 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 34 | $27,453,608 | $1,172,456 | $34,484iApproximate average salary by contribution assumption: employee only about $862,100 at 4% or $574,733 at 6%; with 50% employer match about $574,733 at 4% or $383,156 at 6%; with 100% employer match about $431,050 at 4% or $287,367 at 6%. |
| 2018 | 1 | 30 | $21,849,546 | $1,119,634 | $37,321iApproximate average salary by contribution assumption: employee only about $933,028 at 4% or $622,019 at 6%; with 50% employer match about $622,019 at 4% or $414,679 at 6%; with 100% employer match about $466,514 at 4% or $311,009 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 30 | $21,849,546 | $1,119,634 | $37,321iApproximate average salary by contribution assumption: employee only about $933,028 at 4% or $622,019 at 6%; with 50% employer match about $622,019 at 4% or $414,679 at 6%; with 100% employer match about $466,514 at 4% or $311,009 at 6%. |
| 2017 | 1 | 28 | $22,725,041 | $1,035,913 | $36,997iApproximate average salary by contribution assumption: employee only about $924,922 at 4% or $616,615 at 6%; with 50% employer match about $616,615 at 4% or $411,077 at 6%; with 100% employer match about $462,461 at 4% or $308,307 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 28 | $22,725,041 | $1,035,913 | $36,997iApproximate average salary by contribution assumption: employee only about $924,922 at 4% or $616,615 at 6%; with 50% employer match about $616,615 at 4% or $411,077 at 6%; with 100% employer match about $462,461 at 4% or $308,307 at 6%. |
| 2016 | 1 | 25 | $19,787,075 | $971,023 | $38,841iApproximate average salary by contribution assumption: employee only about $971,023 at 4% or $647,349 at 6%; with 50% employer match about $647,349 at 4% or $431,566 at 6%; with 100% employer match about $485,511 at 4% or $323,674 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 25 | $19,787,075 | $971,023 | $38,841iApproximate average salary by contribution assumption: employee only about $971,023 at 4% or $647,349 at 6%; with 50% employer match about $647,349 at 4% or $431,566 at 6%; with 100% employer match about $485,511 at 4% or $323,674 at 6%. |
| 2015 | 1 | 22 | $17,578,045 | $874,532 | $39,751iApproximate average salary by contribution assumption: employee only about $993,786 at 4% or $662,524 at 6%; with 50% employer match about $662,524 at 4% or $441,683 at 6%; with 100% employer match about $496,893 at 4% or $331,262 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 22 | $17,578,045 | $874,532 | $39,751iApproximate average salary by contribution assumption: employee only about $993,786 at 4% or $662,524 at 6%; with 50% employer match about $662,524 at 4% or $441,683 at 6%; with 100% employer match about $496,893 at 4% or $331,262 at 6%. |
| 2014 | 1 | 23 | $18,951,326 | $843,330 | $36,667iApproximate average salary by contribution assumption: employee only about $916,663 at 4% or $611,109 at 6%; with 50% employer match about $611,109 at 4% or $407,406 at 6%; with 100% employer match about $458,332 at 4% or $305,554 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 23 | $18,951,326 | $843,330 | $36,667iApproximate average salary by contribution assumption: employee only about $916,663 at 4% or $611,109 at 6%; with 50% employer match about $611,109 at 4% or $407,406 at 6%; with 100% employer match about $458,332 at 4% or $305,554 at 6%. |
| 2013 | 1 | 19 | $17,015,201 | $718,943 | $37,839iApproximate average salary by contribution assumption: employee only about $945,978 at 4% or $630,652 at 6%; with 50% employer match about $630,652 at 4% or $420,435 at 6%; with 100% employer match about $472,989 at 4% or $315,326 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 19 | $17,015,201 | $718,943 | $37,839iApproximate average salary by contribution assumption: employee only about $945,978 at 4% or $630,652 at 6%; with 50% employer match about $630,652 at 4% or $420,435 at 6%; with 100% employer match about $472,989 at 4% or $315,326 at 6%. |
| 2012 | 1 | 19 | $13,874,506 | $699,874 | $36,835iApproximate average salary by contribution assumption: employee only about $920,887 at 4% or $613,925 at 6%; with 50% employer match about $613,925 at 4% or $409,283 at 6%; with 100% employer match about $460,443 at 4% or $306,962 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 19 | $13,874,506 | $699,874 | $36,835iApproximate average salary by contribution assumption: employee only about $920,887 at 4% or $613,925 at 6%; with 50% employer match about $613,925 at 4% or $409,283 at 6%; with 100% employer match about $460,443 at 4% or $306,962 at 6%. |
| 2011 | 1 | 20 | $12,392,516 | $696,477 | $34,824iApproximate average salary by contribution assumption: employee only about $870,596 at 4% or $580,398 at 6%; with 50% employer match about $580,398 at 4% or $386,932 at 6%; with 100% employer match about $435,298 at 4% or $290,199 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 20 | $12,392,516 | $696,477 | $34,824iApproximate average salary by contribution assumption: employee only about $870,596 at 4% or $580,398 at 6%; with 50% employer match about $580,398 at 4% or $386,932 at 6%; with 100% employer match about $435,298 at 4% or $290,199 at 6%. |
| 2010 | 1 | 20 | $12,664,169 | $730,731 | $36,537iApproximate average salary by contribution assumption: employee only about $913,414 at 4% or $608,943 at 6%; with 50% employer match about $608,943 at 4% or $405,962 at 6%; with 100% employer match about $456,707 at 4% or $304,471 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 20 | $12,664,169 | $730,731 | $36,537iApproximate average salary by contribution assumption: employee only about $913,414 at 4% or $608,943 at 6%; with 50% employer match about $608,943 at 4% or $405,962 at 6%; with 100% employer match about $456,707 at 4% or $304,471 at 6%. |
| 2009 | 1 | 20 | $10,713,609 | $739,693 | $36,985iApproximate average salary by contribution assumption: employee only about $924,616 at 4% or $616,411 at 6%; with 50% employer match about $616,411 at 4% or $410,941 at 6%; with 100% employer match about $462,308 at 4% or $308,205 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 20 | $10,713,609 | $739,693 | $36,985iApproximate average salary by contribution assumption: employee only about $924,616 at 4% or $616,411 at 6%; with 50% employer match about $616,411 at 4% or $410,941 at 6%; with 100% employer match about $462,308 at 4% or $308,205 at 6%. |
| 2008 | 1 | 19 | $8,547,501 | $621,198 | $32,695iApproximate average salary by contribution assumption: employee only about $817,366 at 4% or $544,911 at 6%; with 50% employer match about $544,911 at 4% or $363,274 at 6%; with 100% employer match about $408,683 at 4% or $272,455 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 19 | $8,547,501 | $621,198 | $32,695iApproximate average salary by contribution assumption: employee only about $817,366 at 4% or $544,911 at 6%; with 50% employer match about $544,911 at 4% or $363,274 at 6%; with 100% employer match about $408,683 at 4% or $272,455 at 6%. |
| 2007 | 1 | 18 | $0 | $0 | - |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 18 | - | - | - |
| 2006 | 1 | 18 | $9,490,092 | $587,635 | $32,646iApproximate average salary by contribution assumption: employee only about $816,160 at 4% or $544,106 at 6%; with 50% employer match about $544,106 at 4% or $362,738 at 6%; with 100% employer match about $408,080 at 4% or $272,053 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 18 | $9,490,092 | $587,635 | $32,646iApproximate average salary by contribution assumption: employee only about $816,160 at 4% or $544,106 at 6%; with 50% employer match about $544,106 at 4% or $362,738 at 6%; with 100% employer match about $408,080 at 4% or $272,053 at 6%. |
| 2005 | 1 | 17 | $8,500,071 | $501,570 | $29,504iApproximate average salary by contribution assumption: employee only about $737,603 at 4% or $491,735 at 6%; with 50% employer match about $491,735 at 4% or $327,824 at 6%; with 100% employer match about $368,801 at 4% or $245,868 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 17 | $8,500,071 | $501,570 | $29,504iApproximate average salary by contribution assumption: employee only about $737,603 at 4% or $491,735 at 6%; with 50% employer match about $491,735 at 4% or $327,824 at 6%; with 100% employer match about $368,801 at 4% or $245,868 at 6%. |
| 2004 | 1 | 15 | $7,333,066 | $440,676 | $29,378iApproximate average salary by contribution assumption: employee only about $734,460 at 4% or $489,640 at 6%; with 50% employer match about $489,640 at 4% or $326,427 at 6%; with 100% employer match about $367,230 at 4% or $244,820 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 15 | $7,333,066 | $440,676 | $29,378iApproximate average salary by contribution assumption: employee only about $734,460 at 4% or $489,640 at 6%; with 50% employer match about $489,640 at 4% or $326,427 at 6%; with 100% employer match about $367,230 at 4% or $244,820 at 6%. |
| 2003 | 2 | 15 | $5,983,302 | $385,220 | $25,681iApproximate average salary by contribution assumption: employee only about $642,033 at 4% or $428,022 at 6%; with 50% employer match about $428,022 at 4% or $285,348 at 6%; with 100% employer match about $321,017 at 4% or $214,011 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 15 | $5,983,302 | $385,220 | $25,681iApproximate average salary by contribution assumption: employee only about $642,033 at 4% or $428,022 at 6%; with 50% employer match about $428,022 at 4% or $285,348 at 6%; with 100% employer match about $321,017 at 4% or $214,011 at 6%. |
| Ahearn Holtzman Inc Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2002 | 2 | 13 | $4,764,982 | $327,528 | $25,194iApproximate average salary by contribution assumption: employee only about $629,862 at 4% or $419,908 at 6%; with 50% employer match about $419,908 at 4% or $279,938 at 6%; with 100% employer match about $314,931 at 4% or $209,954 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 13 | $2,654,868 | $185,757 | $14,289iApproximate average salary by contribution assumption: employee only about $357,225 at 4% or $238,150 at 6%; with 50% employer match about $238,150 at 4% or $158,767 at 6%; with 100% employer match about $178,613 at 4% or $119,075 at 6%. |
| Ahearn Holtzman Inc Money Purchase Pension Plan and Trust | - | 13 | $2,110,114 | $141,771 | $10,905iApproximate average salary by contribution assumption: employee only about $272,637 at 4% or $181,758 at 6%; with 50% employer match about $181,758 at 4% or $121,172 at 6%; with 100% employer match about $136,318 at 4% or $90,879 at 6%. |
| 2001 | 2 | 15 | $0 | $0 | - |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 15 | - | - | - |
| Ahearn Holtzman Inc Money Purchase Pension Plan and Trust | - | 15 | - | - | - |
| 2000 | 2 | 13 | $0 | $0 | - |
| AHEARN HOLTZMAN INC PROFIT SHARING PLAN AND TRUST | - | 13 | - | - | - |
| AHEARN HOLTZMAN INC MONEY PURCHASE PENSION PLAN AND TRUST | - | 13 | - | - | - |
| 1999 | 2 | 11 | $4,329,554 | $240,149 | $21,832iApproximate average salary by contribution assumption: employee only about $545,793 at 4% or $363,862 at 6%; with 50% employer match about $363,862 at 4% or $242,575 at 6%; with 100% employer match about $272,897 at 4% or $181,931 at 6%. |
| Ahearn Holtzman Inc Profit Sharing Plan and Trust | - | 11 | $2,456,502 | $130,129 | $11,830iApproximate average salary by contribution assumption: employee only about $295,748 at 4% or $197,165 at 6%; with 50% employer match about $197,165 at 4% or $131,443 at 6%; with 100% employer match about $147,874 at 4% or $98,583 at 6%. |
| Ahearn Holtzman Inc Money Purchase Pension Plan and Trust | - | 11 | $1,873,052 | $110,020 | $10,002iApproximate average salary by contribution assumption: employee only about $250,045 at 4% or $166,697 at 6%; with 50% employer match about $166,697 at 4% or $111,131 at 6%; with 100% employer match about $125,023 at 4% or $83,348 at 6%. |