Civic Intelligence

Aaron Plum Inc.

Plan context: Plum 401K Profit Sharing Plan

EIN 13-1990185 • New York, NY • 23 filings • 5 plans

150 East 69th Street, #21MNew York, NY 10021
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$271,927

2024 Contributions

$89,650

Historical Graphs

Total Assets Over Time

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

$1,238,266$619,133$0199920142024YearValue
$271,927Latest year 2024

Participants Over Time

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

530199920112024YearValue
5Latest year 2024

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
202415$271,927$89,650$17,930iApproximate average salary by contribution assumption: employee only about $448,250 at 4% or $298,833 at 6%; with 50% employer match about $298,833 at 4% or $199,222 at 6%; with 100% employer match about $224,125 at 4% or $149,417 at 6%.
Plum 401K Profit Sharing Plan-5$271,927$89,650$17,930iApproximate average salary by contribution assumption: employee only about $448,250 at 4% or $298,833 at 6%; with 50% employer match about $298,833 at 4% or $199,222 at 6%; with 100% employer match about $224,125 at 4% or $149,417 at 6%.
202315$163,233$82,775$16,555iApproximate average salary by contribution assumption: employee only about $413,875 at 4% or $275,917 at 6%; with 50% employer match about $275,917 at 4% or $183,944 at 6%; with 100% employer match about $206,938 at 4% or $137,958 at 6%.
Plum 401K Profit Sharing Plan-5$163,233$82,775$16,555iApproximate average salary by contribution assumption: employee only about $413,875 at 4% or $275,917 at 6%; with 50% employer match about $275,917 at 4% or $183,944 at 6%; with 100% employer match about $206,938 at 4% or $137,958 at 6%.
202215$69,159$69,159$13,832iApproximate average salary by contribution assumption: employee only about $345,795 at 4% or $230,530 at 6%; with 50% employer match about $230,530 at 4% or $153,687 at 6%; with 100% employer match about $172,898 at 4% or $115,265 at 6%.
Plum 401K Profit Sharing Plan-5$69,159$69,159$13,832iApproximate average salary by contribution assumption: employee only about $345,795 at 4% or $230,530 at 6%; with 50% employer match about $230,530 at 4% or $153,687 at 6%; with 100% employer match about $172,898 at 4% or $115,265 at 6%.
202010$0$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-0$0--
201914$1,115,178$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$1,115,178--
201810$1,238,266$96,804-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-0$1,238,266$96,804-
201715$1,156,386$85,392$17,078iApproximate average salary by contribution assumption: employee only about $426,960 at 4% or $284,640 at 6%; with 50% employer match about $284,640 at 4% or $189,760 at 6%; with 100% employer match about $213,480 at 4% or $142,320 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-5$1,156,386$85,392$17,078iApproximate average salary by contribution assumption: employee only about $426,960 at 4% or $284,640 at 6%; with 50% employer match about $284,640 at 4% or $189,760 at 6%; with 100% employer match about $213,480 at 4% or $142,320 at 6%.
201615$992,275$70,059$14,012iApproximate average salary by contribution assumption: employee only about $350,295 at 4% or $233,530 at 6%; with 50% employer match about $233,530 at 4% or $155,687 at 6%; with 100% employer match about $175,148 at 4% or $116,765 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-5$992,275$70,059$14,012iApproximate average salary by contribution assumption: employee only about $350,295 at 4% or $233,530 at 6%; with 50% employer match about $233,530 at 4% or $155,687 at 6%; with 100% employer match about $175,148 at 4% or $116,765 at 6%.
201515$891,478$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-5$891,478--
201415$898,715$62,833$12,567iApproximate average salary by contribution assumption: employee only about $314,165 at 4% or $209,443 at 6%; with 50% employer match about $209,443 at 4% or $139,629 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-5$898,715$62,833$12,567iApproximate average salary by contribution assumption: employee only about $314,165 at 4% or $209,443 at 6%; with 50% employer match about $209,443 at 4% or $139,629 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
201314$820,175$44,285$11,071iApproximate average salary by contribution assumption: employee only about $276,781 at 4% or $184,521 at 6%; with 50% employer match about $184,521 at 4% or $123,014 at 6%; with 100% employer match about $138,391 at 4% or $92,260 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$820,175$44,285$11,071iApproximate average salary by contribution assumption: employee only about $276,781 at 4% or $184,521 at 6%; with 50% employer match about $184,521 at 4% or $123,014 at 6%; with 100% employer match about $138,391 at 4% or $92,260 at 6%.
201214$684,774$37,288$9,322iApproximate average salary by contribution assumption: employee only about $233,050 at 4% or $155,367 at 6%; with 50% employer match about $155,367 at 4% or $103,578 at 6%; with 100% employer match about $116,525 at 4% or $77,683 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$684,774$37,288$9,322iApproximate average salary by contribution assumption: employee only about $233,050 at 4% or $155,367 at 6%; with 50% employer match about $155,367 at 4% or $103,578 at 6%; with 100% employer match about $116,525 at 4% or $77,683 at 6%.
201114$590,527$60,269$15,067iApproximate average salary by contribution assumption: employee only about $376,681 at 4% or $251,121 at 6%; with 50% employer match about $251,121 at 4% or $167,414 at 6%; with 100% employer match about $188,341 at 4% or $125,560 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$590,527$60,269$15,067iApproximate average salary by contribution assumption: employee only about $376,681 at 4% or $251,121 at 6%; with 50% employer match about $251,121 at 4% or $167,414 at 6%; with 100% employer match about $188,341 at 4% or $125,560 at 6%.
201014$542,714$122,375$30,594iApproximate average salary by contribution assumption: employee only about $764,844 at 4% or $509,896 at 6%; with 50% employer match about $509,896 at 4% or $339,931 at 6%; with 100% employer match about $382,422 at 4% or $254,948 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$542,714$122,375$30,594iApproximate average salary by contribution assumption: employee only about $764,844 at 4% or $509,896 at 6%; with 50% employer match about $509,896 at 4% or $339,931 at 6%; with 100% employer match about $382,422 at 4% or $254,948 at 6%.
200914$380,982$116,733$29,183iApproximate average salary by contribution assumption: employee only about $729,581 at 4% or $486,388 at 6%; with 50% employer match about $486,388 at 4% or $324,258 at 6%; with 100% employer match about $364,791 at 4% or $243,194 at 6%.
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4$380,982$116,733$29,183iApproximate average salary by contribution assumption: employee only about $729,581 at 4% or $486,388 at 6%; with 50% employer match about $486,388 at 4% or $324,258 at 6%; with 100% employer match about $364,791 at 4% or $243,194 at 6%.
200814$0$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4---
200714$0$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4---
200614$0$0-
AARON PLUM, INC. RETIREMENT PLAN & TRUST-4---
200413$758,250$0-
Aaron Plum Inc. Defined Benefit Pension Plan-3$758,250--
200213$823,471$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Aaron Plum Inc. Defined Benefit Pension Plan-3$823,471$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
200113$0$0-
Aaron Plum Inc. Defined Benefit Pension Plan-3---
200013$746,954$0-
Aaron Plum Inc. Defined Benefit Pension Plan-3$746,954--
199914$794,064$0-
Aaron Plum Inc. Defined Benefit Pension Plan-4$794,064--