Wall Street Access
Plan context: Wall Street Access 401(K) Savings and Retirement Plan
EIN 13-3057481 • New York, NY • 31 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
53
2025 Assets
$17,875,352
2025 Contributions
$533,433
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 53 | $17,875,352 | $533,433 | $10,065iApproximate average salary by contribution assumption: employee only about $251,619 at 4% or $167,746 at 6%; with 50% employer match about $167,746 at 4% or $111,831 at 6%; with 100% employer match about $125,810 at 4% or $83,873 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 53 | $17,875,352 | $533,433 | $10,065iApproximate average salary by contribution assumption: employee only about $251,619 at 4% or $167,746 at 6%; with 50% employer match about $167,746 at 4% or $111,831 at 6%; with 100% employer match about $125,810 at 4% or $83,873 at 6%. |
| 2024 | 1 | 52 | $14,979,121 | $464,763 | $8,938iApproximate average salary by contribution assumption: employee only about $223,444 at 4% or $148,963 at 6%; with 50% employer match about $148,963 at 4% or $99,308 at 6%; with 100% employer match about $111,722 at 4% or $74,481 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 52 | $14,979,121 | $464,763 | $8,938iApproximate average salary by contribution assumption: employee only about $223,444 at 4% or $148,963 at 6%; with 50% employer match about $148,963 at 4% or $99,308 at 6%; with 100% employer match about $111,722 at 4% or $74,481 at 6%. |
| 2023 | 1 | 56 | $13,191,231 | $412,361 | $7,364iApproximate average salary by contribution assumption: employee only about $184,090 at 4% or $122,726 at 6%; with 50% employer match about $122,726 at 4% or $81,818 at 6%; with 100% employer match about $92,045 at 4% or $61,363 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 56 | $13,191,231 | $412,361 | $7,364iApproximate average salary by contribution assumption: employee only about $184,090 at 4% or $122,726 at 6%; with 50% employer match about $122,726 at 4% or $81,818 at 6%; with 100% employer match about $92,045 at 4% or $61,363 at 6%. |
| 2022 | 1 | 58 | $10,938,299 | $403,989 | $6,965iApproximate average salary by contribution assumption: employee only about $174,133 at 4% or $116,089 at 6%; with 50% employer match about $116,089 at 4% or $77,393 at 6%; with 100% employer match about $87,067 at 4% or $58,044 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 58 | $10,938,299 | $403,989 | $6,965iApproximate average salary by contribution assumption: employee only about $174,133 at 4% or $116,089 at 6%; with 50% employer match about $116,089 at 4% or $77,393 at 6%; with 100% employer match about $87,067 at 4% or $58,044 at 6%. |
| 2021 | 1 | 56 | $14,043,118 | $369,483 | $6,598iApproximate average salary by contribution assumption: employee only about $164,948 at 4% or $109,965 at 6%; with 50% employer match about $109,965 at 4% or $73,310 at 6%; with 100% employer match about $82,474 at 4% or $54,983 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 56 | $14,043,118 | $369,483 | $6,598iApproximate average salary by contribution assumption: employee only about $164,948 at 4% or $109,965 at 6%; with 50% employer match about $109,965 at 4% or $73,310 at 6%; with 100% employer match about $82,474 at 4% or $54,983 at 6%. |
| 2020 | 1 | 56 | $12,110,106 | $364,949 | $6,517iApproximate average salary by contribution assumption: employee only about $162,924 at 4% or $108,616 at 6%; with 50% employer match about $108,616 at 4% or $72,411 at 6%; with 100% employer match about $81,462 at 4% or $54,308 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 56 | $12,110,106 | $364,949 | $6,517iApproximate average salary by contribution assumption: employee only about $162,924 at 4% or $108,616 at 6%; with 50% employer match about $108,616 at 4% or $72,411 at 6%; with 100% employer match about $81,462 at 4% or $54,308 at 6%. |
| 2019 | 1 | 56 | $9,938,925 | $504,471 | $9,008iApproximate average salary by contribution assumption: employee only about $225,210 at 4% or $150,140 at 6%; with 50% employer match about $150,140 at 4% or $100,093 at 6%; with 100% employer match about $112,605 at 4% or $75,070 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 56 | $9,938,925 | $504,471 | $9,008iApproximate average salary by contribution assumption: employee only about $225,210 at 4% or $150,140 at 6%; with 50% employer match about $150,140 at 4% or $100,093 at 6%; with 100% employer match about $112,605 at 4% or $75,070 at 6%. |
| 2018 | 1 | 27 | $9,145,261 | $260,532 | $9,649iApproximate average salary by contribution assumption: employee only about $241,233 at 4% or $160,822 at 6%; with 50% employer match about $160,822 at 4% or $107,215 at 6%; with 100% employer match about $120,617 at 4% or $80,411 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 27 | $9,145,261 | $260,532 | $9,649iApproximate average salary by contribution assumption: employee only about $241,233 at 4% or $160,822 at 6%; with 50% employer match about $160,822 at 4% or $107,215 at 6%; with 100% employer match about $120,617 at 4% or $80,411 at 6%. |
| 2017 | 1 | 31 | $10,150,979 | $225,957 | $7,289iApproximate average salary by contribution assumption: employee only about $182,223 at 4% or $121,482 at 6%; with 50% employer match about $121,482 at 4% or $80,988 at 6%; with 100% employer match about $91,112 at 4% or $60,741 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 31 | $10,150,979 | $225,957 | $7,289iApproximate average salary by contribution assumption: employee only about $182,223 at 4% or $121,482 at 6%; with 50% employer match about $121,482 at 4% or $80,988 at 6%; with 100% employer match about $91,112 at 4% or $60,741 at 6%. |
| 2016 | 1 | 37 | $9,072,423 | $252,898 | $6,835iApproximate average salary by contribution assumption: employee only about $170,877 at 4% or $113,918 at 6%; with 50% employer match about $113,918 at 4% or $75,945 at 6%; with 100% employer match about $85,439 at 4% or $56,959 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 37 | $9,072,423 | $252,898 | $6,835iApproximate average salary by contribution assumption: employee only about $170,877 at 4% or $113,918 at 6%; with 50% employer match about $113,918 at 4% or $75,945 at 6%; with 100% employer match about $85,439 at 4% or $56,959 at 6%. |
| 2015 | 1 | 45 | $8,410,049 | $268,675 | $5,971iApproximate average salary by contribution assumption: employee only about $149,264 at 4% or $99,509 at 6%; with 50% employer match about $99,509 at 4% or $66,340 at 6%; with 100% employer match about $74,632 at 4% or $49,755 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 45 | $8,410,049 | $268,675 | $5,971iApproximate average salary by contribution assumption: employee only about $149,264 at 4% or $99,509 at 6%; with 50% employer match about $99,509 at 4% or $66,340 at 6%; with 100% employer match about $74,632 at 4% or $49,755 at 6%. |
| 2014 | 1 | 33 | $9,456,012 | $247,234 | $7,492iApproximate average salary by contribution assumption: employee only about $187,298 at 4% or $124,866 at 6%; with 50% employer match about $124,866 at 4% or $83,244 at 6%; with 100% employer match about $93,649 at 4% or $62,433 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 33 | $9,456,012 | $247,234 | $7,492iApproximate average salary by contribution assumption: employee only about $187,298 at 4% or $124,866 at 6%; with 50% employer match about $124,866 at 4% or $83,244 at 6%; with 100% employer match about $93,649 at 4% or $62,433 at 6%. |
| 2013 | 1 | 51 | $9,416,115 | $225,194 | $4,416iApproximate average salary by contribution assumption: employee only about $110,389 at 4% or $73,593 at 6%; with 50% employer match about $73,593 at 4% or $49,062 at 6%; with 100% employer match about $55,195 at 4% or $36,796 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 51 | $9,416,115 | $225,194 | $4,416iApproximate average salary by contribution assumption: employee only about $110,389 at 4% or $73,593 at 6%; with 50% employer match about $73,593 at 4% or $49,062 at 6%; with 100% employer match about $55,195 at 4% or $36,796 at 6%. |
| 2012 | 1 | 44 | $8,419,223 | $390,607 | $8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,957 at 6%; with 50% employer match about $147,957 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 44 | $8,419,223 | $390,607 | $8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,957 at 6%; with 50% employer match about $147,957 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%. |
| 2011 | 1 | 50 | $8,393,044 | $771,971 | $15,439iApproximate average salary by contribution assumption: employee only about $385,986 at 4% or $257,324 at 6%; with 50% employer match about $257,324 at 4% or $171,549 at 6%; with 100% employer match about $192,993 at 4% or $128,662 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 50 | $8,393,044 | $771,971 | $15,439iApproximate average salary by contribution assumption: employee only about $385,986 at 4% or $257,324 at 6%; with 50% employer match about $257,324 at 4% or $171,549 at 6%; with 100% employer match about $192,993 at 4% or $128,662 at 6%. |
| 2010 | 1 | 57 | $9,280,332 | $963,937 | $16,911iApproximate average salary by contribution assumption: employee only about $422,779 at 4% or $281,853 at 6%; with 50% employer match about $281,853 at 4% or $187,902 at 6%; with 100% employer match about $211,390 at 4% or $140,926 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 57 | $9,280,332 | $963,937 | $16,911iApproximate average salary by contribution assumption: employee only about $422,779 at 4% or $281,853 at 6%; with 50% employer match about $281,853 at 4% or $187,902 at 6%; with 100% employer match about $211,390 at 4% or $140,926 at 6%. |
| 2009 | 1 | 80 | $7,746,801 | $874,583 | $10,932iApproximate average salary by contribution assumption: employee only about $273,307 at 4% or $182,205 at 6%; with 50% employer match about $182,205 at 4% or $121,470 at 6%; with 100% employer match about $136,654 at 4% or $91,102 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 80 | $7,746,801 | $874,583 | $10,932iApproximate average salary by contribution assumption: employee only about $273,307 at 4% or $182,205 at 6%; with 50% employer match about $182,205 at 4% or $121,470 at 6%; with 100% employer match about $136,654 at 4% or $91,102 at 6%. |
| 2008 | 1 | 76 | $5,487,542 | $1,020,048 | $13,422iApproximate average salary by contribution assumption: employee only about $335,542 at 4% or $223,695 at 6%; with 50% employer match about $223,695 at 4% or $149,130 at 6%; with 100% employer match about $167,771 at 4% or $111,847 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 76 | $5,487,542 | $1,020,048 | $13,422iApproximate average salary by contribution assumption: employee only about $335,542 at 4% or $223,695 at 6%; with 50% employer match about $223,695 at 4% or $149,130 at 6%; with 100% employer match about $167,771 at 4% or $111,847 at 6%. |
| 2007 | 1 | 67 | $7,793,409 | $845,502 | $12,619iApproximate average salary by contribution assumption: employee only about $315,486 at 4% or $210,324 at 6%; with 50% employer match about $210,324 at 4% or $140,216 at 6%; with 100% employer match about $157,743 at 4% or $105,162 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 67 | $7,793,409 | $845,502 | $12,619iApproximate average salary by contribution assumption: employee only about $315,486 at 4% or $210,324 at 6%; with 50% employer match about $210,324 at 4% or $140,216 at 6%; with 100% employer match about $157,743 at 4% or $105,162 at 6%. |
| 2006 | 1 | 63 | $6,605,808 | $862,244 | $13,686iApproximate average salary by contribution assumption: employee only about $342,160 at 4% or $228,107 at 6%; with 50% employer match about $228,107 at 4% or $152,071 at 6%; with 100% employer match about $171,080 at 4% or $114,053 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 63 | $6,605,808 | $862,244 | $13,686iApproximate average salary by contribution assumption: employee only about $342,160 at 4% or $228,107 at 6%; with 50% employer match about $228,107 at 4% or $152,071 at 6%; with 100% employer match about $171,080 at 4% or $114,053 at 6%. |
| 2005 | 1 | 46 | $5,403,386 | $796,567 | $17,317iApproximate average salary by contribution assumption: employee only about $432,917 at 4% or $288,611 at 6%; with 50% employer match about $288,611 at 4% or $192,407 at 6%; with 100% employer match about $216,458 at 4% or $144,306 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 46 | $5,403,386 | $796,567 | $17,317iApproximate average salary by contribution assumption: employee only about $432,917 at 4% or $288,611 at 6%; with 50% employer match about $288,611 at 4% or $192,407 at 6%; with 100% employer match about $216,458 at 4% or $144,306 at 6%. |
| 2004 | 2 | 66 | $5,289,483 | $742,666 | $11,253iApproximate average salary by contribution assumption: employee only about $281,313 at 4% or $187,542 at 6%; with 50% employer match about $187,542 at 4% or $125,028 at 6%; with 100% employer match about $140,656 at 4% or $93,771 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 50 | $5,289,483 | $742,666 | $14,853iApproximate average salary by contribution assumption: employee only about $371,333 at 4% or $247,555 at 6%; with 50% employer match about $247,555 at 4% or $165,037 at 6%; with 100% employer match about $185,667 at 4% or $123,778 at 6%. |
| WALL STREET ACCESS HEALTH & WELFARE PLANS | - | 66 | - | - | - |
| 2003 | 2 | 107 | $4,702,476 | $763,927 | $7,140iApproximate average salary by contribution assumption: employee only about $178,488 at 4% or $118,992 at 6%; with 50% employer match about $118,992 at 4% or $79,328 at 6%; with 100% employer match about $89,244 at 4% or $59,496 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 107 | $4,702,476 | $763,927 | $7,140iApproximate average salary by contribution assumption: employee only about $178,488 at 4% or $118,992 at 6%; with 50% employer match about $118,992 at 4% or $79,328 at 6%; with 100% employer match about $89,244 at 4% or $59,496 at 6%. |
| WALL STREET ACCESS HEALTH & WELFARE PLANS | - | 105 | - | - | - |
| 2002 | 3 | 89 | $4,633,199 | $728,040 | $8,180iApproximate average salary by contribution assumption: employee only about $204,506 at 4% or $136,337 at 6%; with 50% employer match about $136,337 at 4% or $90,891 at 6%; with 100% employer match about $102,253 at 4% or $68,169 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 89 | $3,419,407 | $728,040 | $8,180iApproximate average salary by contribution assumption: employee only about $204,506 at 4% or $136,337 at 6%; with 50% employer match about $136,337 at 4% or $90,891 at 6%; with 100% employer match about $102,253 at 4% or $68,169 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 3 | $1,213,792 | - | - |
| WAYNE E. MILEWSKI PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2001 | 1 | 104 | $0 | $0 | - |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 104 | - | - | - |
| 2000 | 1 | 131 | $0 | $0 | - |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 131 | - | - | - |
| 1999 | 1 | 104 | $2,632,537 | $497,997 | $4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,807 at 6%; with 50% employer match about $79,807 at 4% or $53,205 at 6%; with 100% employer match about $59,855 at 4% or $39,904 at 6%. |
| Wall Street Access 401(K) Savings and Retirement Plan | - | 104 | $2,632,537 | $497,997 | $4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,807 at 6%; with 50% employer match about $79,807 at 4% or $53,205 at 6%; with 100% employer match about $59,855 at 4% or $39,904 at 6%. |