Establish Inc
Plan context: Establish Inc 401 K Profit Sharing Plan Trust
EIN 13-4101410 • New York, NY • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$212,740
2024 Contributions
$85,842
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 | 10 | $212,740 | $85,842 | $8,584iApproximate average salary by contribution assumption: employee only about $214,605 at 4% or $143,070 at 6%; with 50% employer match about $143,070 at 4% or $95,380 at 6%; with 100% employer match about $107,303 at 4% or $71,535 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 10 | $212,740 | $85,842 | $8,584iApproximate average salary by contribution assumption: employee only about $214,605 at 4% or $143,070 at 6%; with 50% employer match about $143,070 at 4% or $95,380 at 6%; with 100% employer match about $107,303 at 4% or $71,535 at 6%. |
| 2023 | 1 | 9 | $478,458 | $51,990 | $5,777iApproximate average salary by contribution assumption: employee only about $144,417 at 4% or $96,278 at 6%; with 50% employer match about $96,278 at 4% or $64,185 at 6%; with 100% employer match about $72,208 at 4% or $48,139 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $478,458 | $51,990 | $5,777iApproximate average salary by contribution assumption: employee only about $144,417 at 4% or $96,278 at 6%; with 50% employer match about $96,278 at 4% or $64,185 at 6%; with 100% employer match about $72,208 at 4% or $48,139 at 6%. |
| 2022 | 1 | 9 | $404,851 | $127,058 | $14,118iApproximate average salary by contribution assumption: employee only about $352,939 at 4% or $235,293 at 6%; with 50% employer match about $235,293 at 4% or $156,862 at 6%; with 100% employer match about $176,469 at 4% or $117,646 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $404,851 | $127,058 | $14,118iApproximate average salary by contribution assumption: employee only about $352,939 at 4% or $235,293 at 6%; with 50% employer match about $235,293 at 4% or $156,862 at 6%; with 100% employer match about $176,469 at 4% or $117,646 at 6%. |
| 2021 | 1 | 8 | $361,597 | $32,680 | $4,085iApproximate average salary by contribution assumption: employee only about $102,125 at 4% or $68,083 at 6%; with 50% employer match about $68,083 at 4% or $45,389 at 6%; with 100% employer match about $51,063 at 4% or $34,042 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 8 | $361,597 | $32,680 | $4,085iApproximate average salary by contribution assumption: employee only about $102,125 at 4% or $68,083 at 6%; with 50% employer match about $68,083 at 4% or $45,389 at 6%; with 100% employer match about $51,063 at 4% or $34,042 at 6%. |
| 2020 | 1 | 9 | $477,994 | $38,255 | $4,251iApproximate average salary by contribution assumption: employee only about $106,264 at 4% or $70,843 at 6%; with 50% employer match about $70,843 at 4% or $47,228 at 6%; with 100% employer match about $53,132 at 4% or $35,421 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $477,994 | $38,255 | $4,251iApproximate average salary by contribution assumption: employee only about $106,264 at 4% or $70,843 at 6%; with 50% employer match about $70,843 at 4% or $47,228 at 6%; with 100% employer match about $53,132 at 4% or $35,421 at 6%. |
| 2019 | 1 | 10 | $458,335 | $43,995 | $4,400iApproximate average salary by contribution assumption: employee only about $109,988 at 4% or $73,325 at 6%; with 50% employer match about $73,325 at 4% or $48,883 at 6%; with 100% employer match about $54,994 at 4% or $36,663 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 10 | $458,335 | $43,995 | $4,400iApproximate average salary by contribution assumption: employee only about $109,988 at 4% or $73,325 at 6%; with 50% employer match about $73,325 at 4% or $48,883 at 6%; with 100% employer match about $54,994 at 4% or $36,663 at 6%. |
| 2018 | 1 | 11 | $350,741 | $52,069 | $4,734iApproximate average salary by contribution assumption: employee only about $118,339 at 4% or $78,892 at 6%; with 50% employer match about $78,892 at 4% or $52,595 at 6%; with 100% employer match about $59,169 at 4% or $39,446 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 11 | $350,741 | $52,069 | $4,734iApproximate average salary by contribution assumption: employee only about $118,339 at 4% or $78,892 at 6%; with 50% employer match about $78,892 at 4% or $52,595 at 6%; with 100% employer match about $59,169 at 4% or $39,446 at 6%. |
| 2017 | 1 | 8 | $450,979 | $41,852 | $5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 8 | $450,979 | $41,852 | $5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%. |
| 2016 | 1 | 9 | $358,371 | $40,600 | $4,511iApproximate average salary by contribution assumption: employee only about $112,778 at 4% or $75,185 at 6%; with 50% employer match about $75,185 at 4% or $50,123 at 6%; with 100% employer match about $56,389 at 4% or $37,593 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $358,371 | $40,600 | $4,511iApproximate average salary by contribution assumption: employee only about $112,778 at 4% or $75,185 at 6%; with 50% employer match about $75,185 at 4% or $50,123 at 6%; with 100% employer match about $56,389 at 4% or $37,593 at 6%. |
| 2015 | 1 | 9 | $290,627 | $34,705 | $3,856iApproximate average salary by contribution assumption: employee only about $96,403 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,201 at 4% or $32,134 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $290,627 | $34,705 | $3,856iApproximate average salary by contribution assumption: employee only about $96,403 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,201 at 4% or $32,134 at 6%. |
| 2014 | 1 | 9 | $272,668 | $20,646 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 9 | $272,668 | $20,646 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| 2013 | 1 | 11 | $242,346 | $4,934 | $449iApproximate average salary by contribution assumption: employee only about $11,214 at 4% or $7,476 at 6%; with 50% employer match about $7,476 at 4% or $4,984 at 6%; with 100% employer match about $5,607 at 4% or $3,738 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 11 | $242,346 | $4,934 | $449iApproximate average salary by contribution assumption: employee only about $11,214 at 4% or $7,476 at 6%; with 50% employer match about $7,476 at 4% or $4,984 at 6%; with 100% employer match about $5,607 at 4% or $3,738 at 6%. |
| 2012 | 1 | 13 | $197,585 | $5,430 | $418iApproximate average salary by contribution assumption: employee only about $10,442 at 4% or $6,962 at 6%; with 50% employer match about $6,962 at 4% or $4,641 at 6%; with 100% employer match about $5,221 at 4% or $3,481 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 13 | $197,585 | $5,430 | $418iApproximate average salary by contribution assumption: employee only about $10,442 at 4% or $6,962 at 6%; with 50% employer match about $6,962 at 4% or $4,641 at 6%; with 100% employer match about $5,221 at 4% or $3,481 at 6%. |
| 2011 | 1 | 11 | $179,155 | $10,816 | $983iApproximate average salary by contribution assumption: employee only about $24,582 at 4% or $16,388 at 6%; with 50% employer match about $16,388 at 4% or $10,925 at 6%; with 100% employer match about $12,291 at 4% or $8,194 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 11 | $179,155 | $10,816 | $983iApproximate average salary by contribution assumption: employee only about $24,582 at 4% or $16,388 at 6%; with 50% employer match about $16,388 at 4% or $10,925 at 6%; with 100% employer match about $12,291 at 4% or $8,194 at 6%. |
| 2010 | 1 | 11 | $232,184 | $26,270 | $2,388iApproximate average salary by contribution assumption: employee only about $59,705 at 4% or $39,803 at 6%; with 50% employer match about $39,803 at 4% or $26,535 at 6%; with 100% employer match about $29,852 at 4% or $19,902 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 11 | $232,184 | $26,270 | $2,388iApproximate average salary by contribution assumption: employee only about $59,705 at 4% or $39,803 at 6%; with 50% employer match about $39,803 at 4% or $26,535 at 6%; with 100% employer match about $29,852 at 4% or $19,902 at 6%. |
| 2009 | 1 | 15 | $308,540 | $24,086 | $1,606iApproximate average salary by contribution assumption: employee only about $40,143 at 4% or $26,762 at 6%; with 50% employer match about $26,762 at 4% or $17,841 at 6%; with 100% employer match about $20,072 at 4% or $13,381 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 15 | $308,540 | $24,086 | $1,606iApproximate average salary by contribution assumption: employee only about $40,143 at 4% or $26,762 at 6%; with 50% employer match about $26,762 at 4% or $17,841 at 6%; with 100% employer match about $20,072 at 4% or $13,381 at 6%. |
| 2008 | 1 | 7 | $255,976 | $56,630 | $8,090iApproximate average salary by contribution assumption: employee only about $202,250 at 4% or $134,833 at 6%; with 50% employer match about $134,833 at 4% or $89,889 at 6%; with 100% employer match about $101,125 at 4% or $67,417 at 6%. |
| Establish Inc 401 K Profit Sharing Plan Trust | - | 7 | $255,976 | $56,630 | $8,090iApproximate average salary by contribution assumption: employee only about $202,250 at 4% or $134,833 at 6%; with 50% employer match about $134,833 at 4% or $89,889 at 6%; with 100% employer match about $101,125 at 4% or $67,417 at 6%. |