Civic Intelligence

Income & Asset Advisory Inc

Plan context: Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust

EIN 13-3335155 • Armonk, NY • 18 filings • 4 plans

80 Business Park Dr Ste 304Armonk, NY 10504-1705
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$740,673

2024 Contributions

$83,689

Historical Graphs

Total Assets Over Time

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

$980,678$490,339$0200720162024YearValue
$740,673Latest year 2024

Participants Over Time

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

840200720162024YearValue
3Latest 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
202413$740,673$83,689$27,896iApproximate average salary by contribution assumption: employee only about $697,408 at 4% or $464,939 at 6%; with 50% employer match about $464,939 at 4% or $309,959 at 6%; with 100% employer match about $348,704 at 4% or $232,469 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-3$740,673$83,689$27,896iApproximate average salary by contribution assumption: employee only about $697,408 at 4% or $464,939 at 6%; with 50% employer match about $464,939 at 4% or $309,959 at 6%; with 100% employer match about $348,704 at 4% or $232,469 at 6%.
202314$980,678$82,464$20,616iApproximate average salary by contribution assumption: employee only about $515,400 at 4% or $343,600 at 6%; with 50% employer match about $343,600 at 4% or $229,067 at 6%; with 100% employer match about $257,700 at 4% or $171,800 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-4$980,678$82,464$20,616iApproximate average salary by contribution assumption: employee only about $515,400 at 4% or $343,600 at 6%; with 50% employer match about $343,600 at 4% or $229,067 at 6%; with 100% employer match about $257,700 at 4% or $171,800 at 6%.
202215$827,721$79,990$15,998iApproximate average salary by contribution assumption: employee only about $399,950 at 4% or $266,633 at 6%; with 50% employer match about $266,633 at 4% or $177,756 at 6%; with 100% employer match about $199,975 at 4% or $133,317 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-5$827,721$79,990$15,998iApproximate average salary by contribution assumption: employee only about $399,950 at 4% or $266,633 at 6%; with 50% employer match about $266,633 at 4% or $177,756 at 6%; with 100% employer match about $199,975 at 4% or $133,317 at 6%.
202115$974,879$71,292$14,258iApproximate average salary by contribution assumption: employee only about $356,460 at 4% or $237,640 at 6%; with 50% employer match about $237,640 at 4% or $158,427 at 6%; with 100% employer match about $178,230 at 4% or $118,820 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-5$974,879$71,292$14,258iApproximate average salary by contribution assumption: employee only about $356,460 at 4% or $237,640 at 6%; with 50% employer match about $237,640 at 4% or $158,427 at 6%; with 100% employer match about $178,230 at 4% or $118,820 at 6%.
202015$945,123$59,548$11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-5$945,123$59,548$11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%.
201916$807,001$50,467$8,411iApproximate average salary by contribution assumption: employee only about $210,279 at 4% or $140,186 at 6%; with 50% employer match about $140,186 at 4% or $93,457 at 6%; with 100% employer match about $105,140 at 4% or $70,093 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$807,001$50,467$8,411iApproximate average salary by contribution assumption: employee only about $210,279 at 4% or $140,186 at 6%; with 50% employer match about $140,186 at 4% or $93,457 at 6%; with 100% employer match about $105,140 at 4% or $70,093 at 6%.
201815$603,203$49,392$9,878iApproximate average salary by contribution assumption: employee only about $246,960 at 4% or $164,640 at 6%; with 50% employer match about $164,640 at 4% or $109,760 at 6%; with 100% employer match about $123,480 at 4% or $82,320 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-5$603,203$49,392$9,878iApproximate average salary by contribution assumption: employee only about $246,960 at 4% or $164,640 at 6%; with 50% employer match about $164,640 at 4% or $109,760 at 6%; with 100% employer match about $123,480 at 4% or $82,320 at 6%.
201716$687,305$47,495$7,916iApproximate average salary by contribution assumption: employee only about $197,896 at 4% or $131,931 at 6%; with 50% employer match about $131,931 at 4% or $87,954 at 6%; with 100% employer match about $98,948 at 4% or $65,965 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$687,305$47,495$7,916iApproximate average salary by contribution assumption: employee only about $197,896 at 4% or $131,931 at 6%; with 50% employer match about $131,931 at 4% or $87,954 at 6%; with 100% employer match about $98,948 at 4% or $65,965 at 6%.
201616$514,813$32,984$5,497iApproximate average salary by contribution assumption: employee only about $137,433 at 4% or $91,622 at 6%; with 50% employer match about $91,622 at 4% or $61,081 at 6%; with 100% employer match about $68,717 at 4% or $45,811 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$514,813$32,984$5,497iApproximate average salary by contribution assumption: employee only about $137,433 at 4% or $91,622 at 6%; with 50% employer match about $91,622 at 4% or $61,081 at 6%; with 100% employer match about $68,717 at 4% or $45,811 at 6%.
201518$484,059$63,155$7,894iApproximate average salary by contribution assumption: employee only about $197,359 at 4% or $131,573 at 6%; with 50% employer match about $131,573 at 4% or $87,715 at 6%; with 100% employer match about $98,680 at 4% or $65,786 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-8$484,059$63,155$7,894iApproximate average salary by contribution assumption: employee only about $197,359 at 4% or $131,573 at 6%; with 50% employer match about $131,573 at 4% or $87,715 at 6%; with 100% employer match about $98,680 at 4% or $65,786 at 6%.
201418$420,308$85,661$10,708iApproximate average salary by contribution assumption: employee only about $267,691 at 4% or $178,460 at 6%; with 50% employer match about $178,460 at 4% or $118,974 at 6%; with 100% employer match about $133,845 at 4% or $89,230 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-8$420,308$85,661$10,708iApproximate average salary by contribution assumption: employee only about $267,691 at 4% or $178,460 at 6%; with 50% employer match about $178,460 at 4% or $118,974 at 6%; with 100% employer match about $133,845 at 4% or $89,230 at 6%.
201318$323,899$65,042$8,130iApproximate average salary by contribution assumption: employee only about $203,256 at 4% or $135,504 at 6%; with 50% employer match about $135,504 at 4% or $90,336 at 6%; with 100% employer match about $101,628 at 4% or $67,752 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-8$323,899$65,042$8,130iApproximate average salary by contribution assumption: employee only about $203,256 at 4% or $135,504 at 6%; with 50% employer match about $135,504 at 4% or $90,336 at 6%; with 100% employer match about $101,628 at 4% or $67,752 at 6%.
201217$214,746$33,022$4,717iApproximate average salary by contribution assumption: employee only about $117,936 at 4% or $78,624 at 6%; with 50% employer match about $78,624 at 4% or $52,416 at 6%; with 100% employer match about $58,968 at 4% or $39,312 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-7$214,746$33,022$4,717iApproximate average salary by contribution assumption: employee only about $117,936 at 4% or $78,624 at 6%; with 50% employer match about $78,624 at 4% or $52,416 at 6%; with 100% employer match about $58,968 at 4% or $39,312 at 6%.
201116$159,490$43,868$7,311iApproximate average salary by contribution assumption: employee only about $182,783 at 4% or $121,856 at 6%; with 50% employer match about $121,856 at 4% or $81,237 at 6%; with 100% employer match about $91,392 at 4% or $60,928 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$159,490$43,868$7,311iApproximate average salary by contribution assumption: employee only about $182,783 at 4% or $121,856 at 6%; with 50% employer match about $121,856 at 4% or $81,237 at 6%; with 100% employer match about $91,392 at 4% or $60,928 at 6%.
201017$124,798$43,937$6,277iApproximate average salary by contribution assumption: employee only about $156,918 at 4% or $104,612 at 6%; with 50% employer match about $104,612 at 4% or $69,741 at 6%; with 100% employer match about $78,459 at 4% or $52,306 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-7$124,798$43,937$6,277iApproximate average salary by contribution assumption: employee only about $156,918 at 4% or $104,612 at 6%; with 50% employer match about $104,612 at 4% or $69,741 at 6%; with 100% employer match about $78,459 at 4% or $52,306 at 6%.
200916$70,452$36,805$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$70,452$36,805$6,134iApproximate average salary by contribution assumption: employee only about $153,354 at 4% or $102,236 at 6%; with 50% employer match about $102,236 at 4% or $68,157 at 6%; with 100% employer match about $76,677 at 4% or $51,118 at 6%.
200816$27,523$25,217$4,203iApproximate average salary by contribution assumption: employee only about $105,071 at 4% or $70,047 at 6%; with 50% employer match about $70,047 at 4% or $46,698 at 6%; with 100% employer match about $52,535 at 4% or $35,024 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-6$27,523$25,217$4,203iApproximate average salary by contribution assumption: employee only about $105,071 at 4% or $70,047 at 6%; with 50% employer match about $70,047 at 4% or $46,698 at 6%; with 100% employer match about $52,535 at 4% or $35,024 at 6%.
200715$15,450$15,101$3,020iApproximate average salary by contribution assumption: employee only about $75,505 at 4% or $50,337 at 6%; with 50% employer match about $50,337 at 4% or $33,558 at 6%; with 100% employer match about $37,753 at 4% or $25,168 at 6%.
Income & Asset Advisory Inc 401(K) Profit Sharing Plan & Trust-5$15,450$15,101$3,020iApproximate average salary by contribution assumption: employee only about $75,505 at 4% or $50,337 at 6%; with 50% employer match about $50,337 at 4% or $33,558 at 6%; with 100% employer match about $37,753 at 4% or $25,168 at 6%.