The Joester Loria Group LLC
Plan context: Joester Loria Group LLC 401(K) Plan
EIN 13-4077641 • New York, NY • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$6,544,663
2024 Contributions
$239,830
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 | 32 | $6,544,663 | $239,830 | $7,495iApproximate average salary by contribution assumption: employee only about $187,367 at 4% or $124,911 at 6%; with 50% employer match about $124,911 at 4% or $83,274 at 6%; with 100% employer match about $93,684 at 4% or $62,456 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 32 | $6,544,663 | $239,830 | $7,495iApproximate average salary by contribution assumption: employee only about $187,367 at 4% or $124,911 at 6%; with 50% employer match about $124,911 at 4% or $83,274 at 6%; with 100% employer match about $93,684 at 4% or $62,456 at 6%. |
| 2023 | 1 | 12 | $5,532,438 | $182,290 | $15,191iApproximate average salary by contribution assumption: employee only about $379,771 at 4% or $253,181 at 6%; with 50% employer match about $253,181 at 4% or $168,787 at 6%; with 100% employer match about $189,885 at 4% or $126,590 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 12 | $5,532,438 | $182,290 | $15,191iApproximate average salary by contribution assumption: employee only about $379,771 at 4% or $253,181 at 6%; with 50% employer match about $253,181 at 4% or $168,787 at 6%; with 100% employer match about $189,885 at 4% or $126,590 at 6%. |
| 2022 | 1 | 31 | $5,233,300 | $168,621 | $5,439iApproximate average salary by contribution assumption: employee only about $135,985 at 4% or $90,656 at 6%; with 50% employer match about $90,656 at 4% or $60,438 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 31 | $5,233,300 | $168,621 | $5,439iApproximate average salary by contribution assumption: employee only about $135,985 at 4% or $90,656 at 6%; with 50% employer match about $90,656 at 4% or $60,438 at 6%; with 100% employer match about $67,992 at 4% or $45,328 at 6%. |
| 2021 | 1 | 31 | $6,317,635 | $133,904 | $4,319iApproximate average salary by contribution assumption: employee only about $107,987 at 4% or $71,991 at 6%; with 50% employer match about $71,991 at 4% or $47,994 at 6%; with 100% employer match about $53,994 at 4% or $35,996 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 31 | $6,317,635 | $133,904 | $4,319iApproximate average salary by contribution assumption: employee only about $107,987 at 4% or $71,991 at 6%; with 50% employer match about $71,991 at 4% or $47,994 at 6%; with 100% employer match about $53,994 at 4% or $35,996 at 6%. |
| 2020 | 1 | 32 | $5,249,422 | $139,569 | $4,362iApproximate average salary by contribution assumption: employee only about $109,038 at 4% or $72,692 at 6%; with 50% employer match about $72,692 at 4% or $48,461 at 6%; with 100% employer match about $54,519 at 4% or $36,346 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 32 | $5,249,422 | $139,569 | $4,362iApproximate average salary by contribution assumption: employee only about $109,038 at 4% or $72,692 at 6%; with 50% employer match about $72,692 at 4% or $48,461 at 6%; with 100% employer match about $54,519 at 4% or $36,346 at 6%. |
| 2019 | 1 | 34 | $4,312,406 | $154,413 | $4,542iApproximate average salary by contribution assumption: employee only about $113,539 at 4% or $75,693 at 6%; with 50% employer match about $75,693 at 4% or $50,462 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 34 | $4,312,406 | $154,413 | $4,542iApproximate average salary by contribution assumption: employee only about $113,539 at 4% or $75,693 at 6%; with 50% employer match about $75,693 at 4% or $50,462 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| 2018 | 1 | 35 | $4,031,419 | $142,801 | $4,080iApproximate average salary by contribution assumption: employee only about $102,001 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,334 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 35 | $4,031,419 | $142,801 | $4,080iApproximate average salary by contribution assumption: employee only about $102,001 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,334 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%. |
| 2017 | 1 | 34 | $4,115,333 | $141,168 | $4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 34 | $4,115,333 | $141,168 | $4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%. |
| 2016 | 1 | 36 | $3,355,327 | $204,071 | $5,669iApproximate average salary by contribution assumption: employee only about $141,716 at 4% or $94,477 at 6%; with 50% employer match about $94,477 at 4% or $62,985 at 6%; with 100% employer match about $70,858 at 4% or $47,239 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 36 | $3,355,327 | $204,071 | $5,669iApproximate average salary by contribution assumption: employee only about $141,716 at 4% or $94,477 at 6%; with 50% employer match about $94,477 at 4% or $62,985 at 6%; with 100% employer match about $70,858 at 4% or $47,239 at 6%. |
| 2015 | 1 | 34 | $3,235,072 | $208,807 | $6,141iApproximate average salary by contribution assumption: employee only about $153,535 at 4% or $102,356 at 6%; with 50% employer match about $102,356 at 4% or $68,238 at 6%; with 100% employer match about $76,767 at 4% or $51,178 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 34 | $3,235,072 | $208,807 | $6,141iApproximate average salary by contribution assumption: employee only about $153,535 at 4% or $102,356 at 6%; with 50% employer match about $102,356 at 4% or $68,238 at 6%; with 100% employer match about $76,767 at 4% or $51,178 at 6%. |
| 2014 | 1 | 33 | $3,079,768 | $151,858 | $4,602iApproximate average salary by contribution assumption: employee only about $115,044 at 4% or $76,696 at 6%; with 50% employer match about $76,696 at 4% or $51,131 at 6%; with 100% employer match about $57,522 at 4% or $38,348 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 33 | $3,079,768 | $151,858 | $4,602iApproximate average salary by contribution assumption: employee only about $115,044 at 4% or $76,696 at 6%; with 50% employer match about $76,696 at 4% or $51,131 at 6%; with 100% employer match about $57,522 at 4% or $38,348 at 6%. |
| 2013 | 1 | 34 | $2,763,850 | $197,772 | $5,817iApproximate average salary by contribution assumption: employee only about $145,421 at 4% or $96,947 at 6%; with 50% employer match about $96,947 at 4% or $64,631 at 6%; with 100% employer match about $72,710 at 4% or $48,474 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 34 | $2,763,850 | $197,772 | $5,817iApproximate average salary by contribution assumption: employee only about $145,421 at 4% or $96,947 at 6%; with 50% employer match about $96,947 at 4% or $64,631 at 6%; with 100% employer match about $72,710 at 4% or $48,474 at 6%. |
| 2012 | 1 | 36 | $2,131,690 | $297,944 | $8,276iApproximate average salary by contribution assumption: employee only about $206,906 at 4% or $137,937 at 6%; with 50% employer match about $137,937 at 4% or $91,958 at 6%; with 100% employer match about $103,453 at 4% or $68,969 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 36 | $2,131,690 | $297,944 | $8,276iApproximate average salary by contribution assumption: employee only about $206,906 at 4% or $137,937 at 6%; with 50% employer match about $137,937 at 4% or $91,958 at 6%; with 100% employer match about $103,453 at 4% or $68,969 at 6%. |
| 2011 | 1 | 29 | $1,751,055 | $247,678 | $8,541iApproximate average salary by contribution assumption: employee only about $213,516 at 4% or $142,344 at 6%; with 50% employer match about $142,344 at 4% or $94,896 at 6%; with 100% employer match about $106,758 at 4% or $71,172 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 29 | $1,751,055 | $247,678 | $8,541iApproximate average salary by contribution assumption: employee only about $213,516 at 4% or $142,344 at 6%; with 50% employer match about $142,344 at 4% or $94,896 at 6%; with 100% employer match about $106,758 at 4% or $71,172 at 6%. |
| 2010 | 1 | 29 | $1,595,966 | $242,361 | $8,357iApproximate average salary by contribution assumption: employee only about $208,932 at 4% or $139,288 at 6%; with 50% employer match about $139,288 at 4% or $92,859 at 6%; with 100% employer match about $104,466 at 4% or $69,644 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 29 | $1,595,966 | $242,361 | $8,357iApproximate average salary by contribution assumption: employee only about $208,932 at 4% or $139,288 at 6%; with 50% employer match about $139,288 at 4% or $92,859 at 6%; with 100% employer match about $104,466 at 4% or $69,644 at 6%. |
| 2009 | 1 | 26 | $1,320,787 | $238,992 | $9,192iApproximate average salary by contribution assumption: employee only about $229,800 at 4% or $153,200 at 6%; with 50% employer match about $153,200 at 4% or $102,133 at 6%; with 100% employer match about $114,900 at 4% or $76,600 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 26 | $1,320,787 | $238,992 | $9,192iApproximate average salary by contribution assumption: employee only about $229,800 at 4% or $153,200 at 6%; with 50% employer match about $153,200 at 4% or $102,133 at 6%; with 100% employer match about $114,900 at 4% or $76,600 at 6%. |
| 2008 | 1 | 27 | $933,305 | $315,536 | $11,687iApproximate average salary by contribution assumption: employee only about $292,163 at 4% or $194,775 at 6%; with 50% employer match about $194,775 at 4% or $129,850 at 6%; with 100% employer match about $146,081 at 4% or $97,388 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 27 | $933,305 | $315,536 | $11,687iApproximate average salary by contribution assumption: employee only about $292,163 at 4% or $194,775 at 6%; with 50% employer match about $194,775 at 4% or $129,850 at 6%; with 100% employer match about $146,081 at 4% or $97,388 at 6%. |
| 2007 | 1 | 23 | $1,081,237 | $251,283 | $10,925iApproximate average salary by contribution assumption: employee only about $273,134 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,045 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 23 | $1,081,237 | $251,283 | $10,925iApproximate average salary by contribution assumption: employee only about $273,134 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,045 at 6%. |
| 2006 | 1 | 25 | $802,247 | $259,062 | $10,362iApproximate average salary by contribution assumption: employee only about $259,062 at 4% or $172,708 at 6%; with 50% employer match about $172,708 at 4% or $115,139 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 25 | $802,247 | $259,062 | $10,362iApproximate average salary by contribution assumption: employee only about $259,062 at 4% or $172,708 at 6%; with 50% employer match about $172,708 at 4% or $115,139 at 6%; with 100% employer match about $129,531 at 4% or $86,354 at 6%. |
| 2005 | 1 | 27 | $570,363 | $144,023 | $5,334iApproximate average salary by contribution assumption: employee only about $133,355 at 4% or $88,903 at 6%; with 50% employer match about $88,903 at 4% or $59,269 at 6%; with 100% employer match about $66,677 at 4% or $44,452 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 27 | $570,363 | $144,023 | $5,334iApproximate average salary by contribution assumption: employee only about $133,355 at 4% or $88,903 at 6%; with 50% employer match about $88,903 at 4% or $59,269 at 6%; with 100% employer match about $66,677 at 4% or $44,452 at 6%. |
| 2004 | 1 | 27 | $501,398 | $139,232 | $5,157iApproximate average salary by contribution assumption: employee only about $128,919 at 4% or $85,946 at 6%; with 50% employer match about $85,946 at 4% or $57,297 at 6%; with 100% employer match about $64,459 at 4% or $42,973 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 27 | $501,398 | $139,232 | $5,157iApproximate average salary by contribution assumption: employee only about $128,919 at 4% or $85,946 at 6%; with 50% employer match about $85,946 at 4% or $57,297 at 6%; with 100% employer match about $64,459 at 4% or $42,973 at 6%. |
| 2003 | 1 | 21 | $331,272 | $107,929 | $5,139iApproximate average salary by contribution assumption: employee only about $128,487 at 4% or $85,658 at 6%; with 50% employer match about $85,658 at 4% or $57,105 at 6%; with 100% employer match about $64,243 at 4% or $42,829 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 21 | $331,272 | $107,929 | $5,139iApproximate average salary by contribution assumption: employee only about $128,487 at 4% or $85,658 at 6%; with 50% employer match about $85,658 at 4% or $57,105 at 6%; with 100% employer match about $64,243 at 4% or $42,829 at 6%. |
| 2001 | 1 | 9 | $98,425 | $97,011 | $10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%. |
| Joester Loria Group LLC 401(K) Plan | - | 9 | $98,425 | $97,011 | $10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%. |