Civic Intelligence

J. Frank Associates LLC

Plan context: Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan

EIN 13-4072229 • New York, NY • 53 filings • 13 plans

622 Third Avenue - 36th FloorNew York, NY 10017
Current Snapshot

Latest Year

2024

2024 Participants

232

2024 Assets

$116,414,253

2024 Contributions

$14,566,397

Historical Graphs

Total Assets Over Time

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

$116,414,253$58,207,127$0200020132024YearValue
$116,414,253Latest year 2024

Participants Over Time

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

2321160200020122024YearValue
232Latest 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
20243232$116,414,253$14,566,397$62,786iApproximate average salary by contribution assumption: employee only about $1,569,655 at 4% or $1,046,437 at 6%; with 50% employer match about $1,046,437 at 4% or $697,624 at 6%; with 100% employer match about $784,827 at 4% or $523,218 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-232$90,359,614$11,251,253$48,497iApproximate average salary by contribution assumption: employee only about $1,212,420 at 4% or $808,280 at 6%; with 50% employer match about $808,280 at 4% or $538,853 at 6%; with 100% employer match about $606,210 at 4% or $404,140 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-226$26,054,639$3,315,144$14,669iApproximate average salary by contribution assumption: employee only about $366,719 at 4% or $244,480 at 6%; with 50% employer match about $244,480 at 4% or $162,986 at 6%; with 100% employer match about $183,360 at 4% or $122,240 at 6%.
J. Frank Associates LLC Health and Welfare Plan-220---
20233202$105,763,056$13,284,078$65,763iApproximate average salary by contribution assumption: employee only about $1,644,069 at 4% or $1,096,046 at 6%; with 50% employer match about $1,096,046 at 4% or $730,697 at 6%; with 100% employer match about $822,035 at 4% or $548,023 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-202$81,234,239$9,457,394$46,819iApproximate average salary by contribution assumption: employee only about $1,170,470 at 4% or $780,313 at 6%; with 50% employer match about $780,313 at 4% or $520,209 at 6%; with 100% employer match about $585,235 at 4% or $390,157 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-168$24,528,817$3,826,684$22,778iApproximate average salary by contribution assumption: employee only about $569,447 at 4% or $379,631 at 6%; with 50% employer match about $379,631 at 4% or $253,088 at 6%; with 100% employer match about $284,724 at 4% or $189,816 at 6%.
J. Frank Associates LLC Health and Welfare Plan-161---
20223188$81,582,652$9,715,901$51,680iApproximate average salary by contribution assumption: employee only about $1,292,008 at 4% or $861,339 at 6%; with 50% employer match about $861,339 at 4% or $574,226 at 6%; with 100% employer match about $646,004 at 4% or $430,669 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-188$60,787,895$5,599,206$29,783iApproximate average salary by contribution assumption: employee only about $744,575 at 4% or $496,384 at 6%; with 50% employer match about $496,384 at 4% or $330,922 at 6%; with 100% employer match about $372,288 at 4% or $248,192 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-187$20,794,757$4,116,695$22,014iApproximate average salary by contribution assumption: employee only about $550,360 at 4% or $366,907 at 6%; with 50% employer match about $366,907 at 4% or $244,605 at 6%; with 100% employer match about $275,180 at 4% or $183,453 at 6%.
J. Frank Associates LLC Health and Welfare Plan-186---
20213159$88,759,066$7,006,079$44,063iApproximate average salary by contribution assumption: employee only about $1,101,585 at 4% or $734,390 at 6%; with 50% employer match about $734,390 at 4% or $489,593 at 6%; with 100% employer match about $550,792 at 4% or $367,195 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-156$67,988,249$4,980,508$31,926iApproximate average salary by contribution assumption: employee only about $798,158 at 4% or $532,106 at 6%; with 50% employer match about $532,106 at 4% or $354,737 at 6%; with 100% employer match about $399,079 at 4% or $266,053 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-159$20,770,817$2,025,571$12,739iApproximate average salary by contribution assumption: employee only about $318,486 at 4% or $212,324 at 6%; with 50% employer match about $212,324 at 4% or $141,549 at 6%; with 100% employer match about $159,243 at 4% or $106,162 at 6%.
J. Frank Associates LLC Health and Welfare Plan-159---
20203164$70,559,755$6,998,896$42,676iApproximate average salary by contribution assumption: employee only about $1,066,905 at 4% or $711,270 at 6%; with 50% employer match about $711,270 at 4% or $474,180 at 6%; with 100% employer match about $533,452 at 4% or $355,635 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-162$53,661,443$4,849,064$29,932iApproximate average salary by contribution assumption: employee only about $748,312 at 4% or $498,875 at 6%; with 50% employer match about $498,875 at 4% or $332,583 at 6%; with 100% employer match about $374,156 at 4% or $249,437 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-148$16,898,312$2,149,832$14,526iApproximate average salary by contribution assumption: employee only about $363,147 at 4% or $242,098 at 6%; with 50% employer match about $242,098 at 4% or $161,399 at 6%; with 100% employer match about $181,574 at 4% or $121,049 at 6%.
J. Frank Associates LLC Health and Welfare Plan-164---
20193149$60,178,313$6,760,894$45,375iApproximate average salary by contribution assumption: employee only about $1,134,378 at 4% or $756,252 at 6%; with 50% employer match about $756,252 at 4% or $504,168 at 6%; with 100% employer match about $567,189 at 4% or $378,126 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-116$46,997,919$4,304,804$37,110iApproximate average salary by contribution assumption: employee only about $927,759 at 4% or $618,506 at 6%; with 50% employer match about $618,506 at 4% or $412,338 at 6%; with 100% employer match about $463,880 at 4% or $309,253 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-116$13,180,394$2,456,090$21,173iApproximate average salary by contribution assumption: employee only about $529,330 at 4% or $352,886 at 6%; with 50% employer match about $352,886 at 4% or $235,258 at 6%; with 100% employer match about $264,665 at 4% or $176,443 at 6%.
J. Frank Associates LLC Health and Welfare Plan-149---
20187129$44,233,383$6,314,389$48,949iApproximate average salary by contribution assumption: employee only about $1,223,719 at 4% or $815,813 at 6%; with 50% employer match about $815,813 at 4% or $543,875 at 6%; with 100% employer match about $611,859 at 4% or $407,906 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-107$34,724,878$3,991,604$37,305iApproximate average salary by contribution assumption: employee only about $932,618 at 4% or $621,745 at 6%; with 50% employer match about $621,745 at 4% or $414,497 at 6%; with 100% employer match about $466,309 at 4% or $310,873 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-129$9,508,505$2,322,785$18,006iApproximate average salary by contribution assumption: employee only about $450,152 at 4% or $300,101 at 6%; with 50% employer match about $300,101 at 4% or $200,068 at 6%; with 100% employer match about $225,076 at 4% or $150,051 at 6%.
J. Frank Associates LLC Health and Welfare Plan-100---
J. FRANK ASSOCIATES, LLC DENTAL PLAN-0---
J. FRANK ASSOCIATES, LLC LIFE PLAN-0---
J. FRANK ASSOCIATES, LLC DISABILITY PLAN-0---
J. FRANK ASSOCIATES, LLC FSA PLAN-0---
20172115$41,994,108$6,213,938$54,034iApproximate average salary by contribution assumption: employee only about $1,350,856 at 4% or $900,571 at 6%; with 50% employer match about $900,571 at 4% or $600,380 at 6%; with 100% employer match about $675,428 at 4% or $450,285 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-115$33,613,047$3,832,067$33,322iApproximate average salary by contribution assumption: employee only about $833,058 at 4% or $555,372 at 6%; with 50% employer match about $555,372 at 4% or $370,248 at 6%; with 100% employer match about $416,529 at 4% or $277,686 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-113$8,381,061$2,381,871$21,079iApproximate average salary by contribution assumption: employee only about $526,963 at 4% or $351,308 at 6%; with 50% employer match about $351,308 at 4% or $234,206 at 6%; with 100% employer match about $263,481 at 4% or $175,654 at 6%.
20162103$31,575,882$4,532,571$44,006iApproximate average salary by contribution assumption: employee only about $1,100,139 at 4% or $733,426 at 6%; with 50% employer match about $733,426 at 4% or $488,950 at 6%; with 100% employer match about $550,069 at 4% or $366,713 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-103$25,964,444$2,998,143$29,108iApproximate average salary by contribution assumption: employee only about $727,705 at 4% or $485,136 at 6%; with 50% employer match about $485,136 at 4% or $323,424 at 6%; with 100% employer match about $363,852 at 4% or $242,568 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-98$5,611,438$1,534,428$15,657iApproximate average salary by contribution assumption: employee only about $391,436 at 4% or $260,957 at 6%; with 50% employer match about $260,957 at 4% or $173,971 at 6%; with 100% employer match about $195,718 at 4% or $130,479 at 6%.
2015291$25,248,734$3,979,061$43,726iApproximate average salary by contribution assumption: employee only about $1,093,149 at 4% or $728,766 at 6%; with 50% employer match about $728,766 at 4% or $485,844 at 6%; with 100% employer match about $546,574 at 4% or $364,383 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-91$21,093,718$2,527,061$27,770iApproximate average salary by contribution assumption: employee only about $694,248 at 4% or $462,832 at 6%; with 50% employer match about $462,832 at 4% or $308,554 at 6%; with 100% employer match about $347,124 at 4% or $231,416 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-83$4,155,016$1,452,000$17,494iApproximate average salary by contribution assumption: employee only about $437,349 at 4% or $291,566 at 6%; with 50% employer match about $291,566 at 4% or $194,378 at 6%; with 100% employer match about $218,675 at 4% or $145,783 at 6%.
2014295$22,484,389$3,639,935$38,315iApproximate average salary by contribution assumption: employee only about $957,878 at 4% or $638,585 at 6%; with 50% employer match about $638,585 at 4% or $425,723 at 6%; with 100% employer match about $478,939 at 4% or $319,293 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-95$19,208,364$2,262,403$23,815iApproximate average salary by contribution assumption: employee only about $595,369 at 4% or $396,913 at 6%; with 50% employer match about $396,913 at 4% or $264,609 at 6%; with 100% employer match about $297,685 at 4% or $198,456 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-92$3,276,025$1,377,532$14,973iApproximate average salary by contribution assumption: employee only about $374,329 at 4% or $249,553 at 6%; with 50% employer match about $249,553 at 4% or $166,369 at 6%; with 100% employer match about $187,165 at 4% or $124,776 at 6%.
2013283$18,560,458$4,024,427$48,487iApproximate average salary by contribution assumption: employee only about $1,212,177 at 4% or $808,118 at 6%; with 50% employer match about $808,118 at 4% or $538,745 at 6%; with 100% employer match about $606,088 at 4% or $404,059 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-83$16,395,250$3,216,462$38,753iApproximate average salary by contribution assumption: employee only about $968,814 at 4% or $645,876 at 6%; with 50% employer match about $645,876 at 4% or $430,584 at 6%; with 100% employer match about $484,407 at 4% or $322,938 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-81$2,165,208$807,965$9,975iApproximate average salary by contribution assumption: employee only about $249,372 at 4% or $166,248 at 6%; with 50% employer match about $166,248 at 4% or $110,832 at 6%; with 100% employer match about $124,686 at 4% or $83,124 at 6%.
2012276$15,173,389$2,378,465$31,296iApproximate average salary by contribution assumption: employee only about $782,390 at 4% or $521,593 at 6%; with 50% employer match about $521,593 at 4% or $347,729 at 6%; with 100% employer match about $391,195 at 4% or $260,797 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-74$11,939,150$1,435,527$19,399iApproximate average salary by contribution assumption: employee only about $484,975 at 4% or $323,317 at 6%; with 50% employer match about $323,317 at 4% or $215,545 at 6%; with 100% employer match about $242,488 at 4% or $161,658 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-76$3,234,239$942,938$12,407iApproximate average salary by contribution assumption: employee only about $310,177 at 4% or $206,785 at 6%; with 50% employer match about $206,785 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%.
2011266$11,884,096$2,374,865$35,983iApproximate average salary by contribution assumption: employee only about $899,570 at 4% or $599,713 at 6%; with 50% employer match about $599,713 at 4% or $399,809 at 6%; with 100% employer match about $449,785 at 4% or $299,857 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-66$9,771,603$1,277,257$19,352iApproximate average salary by contribution assumption: employee only about $483,809 at 4% or $322,540 at 6%; with 50% employer match about $322,540 at 4% or $215,026 at 6%; with 100% employer match about $241,905 at 4% or $161,270 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-62$2,112,493$1,097,608$17,703iApproximate average salary by contribution assumption: employee only about $442,584 at 4% or $295,056 at 6%; with 50% employer match about $295,056 at 4% or $196,704 at 6%; with 100% employer match about $221,292 at 4% or $147,528 at 6%.
2010266$9,949,379$2,338,180$35,427iApproximate average salary by contribution assumption: employee only about $885,674 at 4% or $590,449 at 6%; with 50% employer match about $590,449 at 4% or $393,633 at 6%; with 100% employer match about $442,837 at 4% or $295,225 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-66$8,870,992$1,259,793$19,088iApproximate average salary by contribution assumption: employee only about $477,194 at 4% or $318,130 at 6%; with 50% employer match about $318,130 at 4% or $212,086 at 6%; with 100% employer match about $238,597 at 4% or $159,065 at 6%.
Joele Frank, Wilkinson Brimmer Katcher Vip Plan-57$1,078,387$1,078,387$18,919iApproximate average salary by contribution assumption: employee only about $472,977 at 4% or $315,318 at 6%; with 50% employer match about $315,318 at 4% or $210,212 at 6%; with 100% employer match about $236,488 at 4% or $157,659 at 6%.
2009164$6,957,853$1,242,534$19,415iApproximate average salary by contribution assumption: employee only about $485,365 at 4% or $323,577 at 6%; with 50% employer match about $323,577 at 4% or $215,718 at 6%; with 100% employer match about $242,682 at 4% or $161,788 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-64$6,957,853$1,242,534$19,415iApproximate average salary by contribution assumption: employee only about $485,365 at 4% or $323,577 at 6%; with 50% employer match about $323,577 at 4% or $215,718 at 6%; with 100% employer match about $242,682 at 4% or $161,788 at 6%.
2008156$4,460,276$1,129,351$20,167iApproximate average salary by contribution assumption: employee only about $504,175 at 4% or $336,116 at 6%; with 50% employer match about $336,116 at 4% or $224,078 at 6%; with 100% employer match about $252,087 at 4% or $168,058 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-56$4,460,276$1,129,351$20,167iApproximate average salary by contribution assumption: employee only about $504,175 at 4% or $336,116 at 6%; with 50% employer match about $336,116 at 4% or $224,078 at 6%; with 100% employer match about $252,087 at 4% or $168,058 at 6%.
2007141$5,409,505$1,020,461$24,889iApproximate average salary by contribution assumption: employee only about $622,232 at 4% or $414,822 at 6%; with 50% employer match about $414,822 at 4% or $276,548 at 6%; with 100% employer match about $311,116 at 4% or $207,411 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-41$5,409,505$1,020,461$24,889iApproximate average salary by contribution assumption: employee only about $622,232 at 4% or $414,822 at 6%; with 50% employer match about $414,822 at 4% or $276,548 at 6%; with 100% employer match about $311,116 at 4% or $207,411 at 6%.
2006144$4,415,235$849,184$19,300iApproximate average salary by contribution assumption: employee only about $482,491 at 4% or $321,661 at 6%; with 50% employer match about $321,661 at 4% or $214,440 at 6%; with 100% employer match about $241,245 at 4% or $160,830 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-44$4,415,235$849,184$19,300iApproximate average salary by contribution assumption: employee only about $482,491 at 4% or $321,661 at 6%; with 50% employer match about $321,661 at 4% or $214,440 at 6%; with 100% employer match about $241,245 at 4% or $160,830 at 6%.
2005134$3,317,196$666,920$19,615iApproximate average salary by contribution assumption: employee only about $490,382 at 4% or $326,922 at 6%; with 50% employer match about $326,922 at 4% or $217,948 at 6%; with 100% employer match about $245,191 at 4% or $163,461 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-34$3,317,196$666,920$19,615iApproximate average salary by contribution assumption: employee only about $490,382 at 4% or $326,922 at 6%; with 50% employer match about $326,922 at 4% or $217,948 at 6%; with 100% employer match about $245,191 at 4% or $163,461 at 6%.
2004130$2,563,883$527,803$17,593iApproximate average salary by contribution assumption: employee only about $439,836 at 4% or $293,224 at 6%; with 50% employer match about $293,224 at 4% or $195,483 at 6%; with 100% employer match about $219,918 at 4% or $146,612 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-30$2,563,883$527,803$17,593iApproximate average salary by contribution assumption: employee only about $439,836 at 4% or $293,224 at 6%; with 50% employer match about $293,224 at 4% or $195,483 at 6%; with 100% employer match about $219,918 at 4% or $146,612 at 6%.
2003132$1,881,738$482,833$15,089iApproximate average salary by contribution assumption: employee only about $377,213 at 4% or $251,476 at 6%; with 50% employer match about $251,476 at 4% or $167,650 at 6%; with 100% employer match about $188,607 at 4% or $125,738 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-32$1,881,738$482,833$15,089iApproximate average salary by contribution assumption: employee only about $377,213 at 4% or $251,476 at 6%; with 50% employer match about $251,476 at 4% or $167,650 at 6%; with 100% employer match about $188,607 at 4% or $125,738 at 6%.
2002129$1,130,656$396,966$13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-29$1,130,656$396,966$13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%.
2001225$0$0-
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-25---
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-0---
2000226$632,968$697,354$26,821iApproximate average salary by contribution assumption: employee only about $670,533 at 4% or $447,022 at 6%; with 50% employer match about $447,022 at 4% or $298,015 at 6%; with 100% employer match about $335,266 at 4% or $223,511 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401(K) Profit Sharing Plan-26$517,090$581,476$22,364iApproximate average salary by contribution assumption: employee only about $559,112 at 4% or $372,741 at 6%; with 50% employer match about $372,741 at 4% or $248,494 at 6%; with 100% employer match about $279,556 at 4% or $186,371 at 6%.
Joele Frank, Wilkinson Brimmer Katcher 401K Profit Sharing Plan-20$115,878$115,878$5,794iApproximate average salary by contribution assumption: employee only about $144,848 at 4% or $96,565 at 6%; with 50% employer match about $96,565 at 4% or $64,377 at 6%; with 100% employer match about $72,424 at 4% or $48,283 at 6%.