Civic Intelligence

James D. Warren & Son Inc.

Plan context: James D. Warren & Son Inc. Profit Sharing Plan and Trust

EIN 14-1665191 • Albany, NY • 30 filings • 11 plans

69 Fourth AvenueAlbany, NY 12202
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,619,650

2023 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,619,650$809,825$0199920152023YearValue
$1,619,650Latest year 2023

Participants Over Time

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

320199920112023YearValue
2Latest year 2023

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
202312$1,619,650$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,619,650$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202212$1,594,714$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,594,714$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202112$1,536,672$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,536,672$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
202012$1,481,878$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,481,878$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201912$1,401,249$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,401,249$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201812$1,341,248$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,341,248$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201712$1,266,420$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,266,420$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201612$1,193,021$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,193,021$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201512$1,119,622$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,119,622$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201412$1,060,775$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,060,775$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201312$1,012,963$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$1,012,963$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201212$966,041$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$966,041$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201112$912,959$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$912,959$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201012$864,901$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$864,901$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200922$827,962$4,915$2,458iApproximate average salary by contribution assumption: employee only about $61,438 at 4% or $40,958 at 6%; with 50% employer match about $40,958 at 4% or $27,306 at 6%; with 100% employer match about $30,719 at 4% or $20,479 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$827,962$4,915$2,458iApproximate average salary by contribution assumption: employee only about $61,438 at 4% or $40,958 at 6%; with 50% employer match about $40,958 at 4% or $27,306 at 6%; with 100% employer match about $30,719 at 4% or $20,479 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-----
200812$0$0-
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2---
200712$0$0-
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2---
200612$0$0-
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2---
200512$0$0-
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200412$0$0-
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2---
200322$676,745$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2$676,745$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
JAMES D. WARREN & SON, INC. PENSION PLAN AND TRUST-0---
200222$0$0-
JAMES D. WARREN & SON, INC. PENSION PLAN AND TRUST-2---
James D. Warren & Son Inc. Profit Sharing Plan and Trust-2---
200123$0$0-
James D. Warren & Son Inc. Profit Sharing Plan and Trust-3---
JAMES D. WARREN & SON,INC. PENSION PLAN AND TRUST-3---
200023$0$0-
JAMES DWARREN T SON INC PENSION PLAN AND TRUST-3---
James D. Warren & Son Inc. Profit Sharing Plan and Trust-3---
199913$325,227$20,696$6,899iApproximate average salary by contribution assumption: employee only about $172,467 at 4% or $114,978 at 6%; with 50% employer match about $114,978 at 4% or $76,652 at 6%; with 100% employer match about $86,233 at 4% or $57,489 at 6%.
James D. Warren & Son Inc. Profit Sharing Plan and Trust-3$325,227$20,696$6,899iApproximate average salary by contribution assumption: employee only about $172,467 at 4% or $114,978 at 6%; with 50% employer match about $114,978 at 4% or $76,652 at 6%; with 100% employer match about $86,233 at 4% or $57,489 at 6%.