Truax & Hovey Ltd
Plan context: TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN
EIN 16-0919563 • Liverpool, NY • 36 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$2,450,663
2024 Contributions
$59,387
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 | 25 | $2,450,663 | $59,387 | $2,375iApproximate average salary by contribution assumption: employee only about $59,387 at 4% or $39,591 at 6%; with 50% employer match about $39,591 at 4% or $26,394 at 6%; with 100% employer match about $29,694 at 4% or $19,796 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 25 | $2,450,663 | $59,387 | $2,375iApproximate average salary by contribution assumption: employee only about $59,387 at 4% or $39,591 at 6%; with 50% employer match about $39,591 at 4% or $26,394 at 6%; with 100% employer match about $29,694 at 4% or $19,796 at 6%. |
| 2023 | 1 | 28 | $2,361,139 | $59,772 | $2,135iApproximate average salary by contribution assumption: employee only about $53,368 at 4% or $35,579 at 6%; with 50% employer match about $35,579 at 4% or $23,719 at 6%; with 100% employer match about $26,684 at 4% or $17,789 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 28 | $2,361,139 | $59,772 | $2,135iApproximate average salary by contribution assumption: employee only about $53,368 at 4% or $35,579 at 6%; with 50% employer match about $35,579 at 4% or $23,719 at 6%; with 100% employer match about $26,684 at 4% or $17,789 at 6%. |
| 2022 | 1 | 32 | $1,943,075 | $80,360 | $2,511iApproximate average salary by contribution assumption: employee only about $62,781 at 4% or $41,854 at 6%; with 50% employer match about $41,854 at 4% or $27,903 at 6%; with 100% employer match about $31,391 at 4% or $20,927 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 32 | $1,943,075 | $80,360 | $2,511iApproximate average salary by contribution assumption: employee only about $62,781 at 4% or $41,854 at 6%; with 50% employer match about $41,854 at 4% or $27,903 at 6%; with 100% employer match about $31,391 at 4% or $20,927 at 6%. |
| 2021 | 1 | 34 | $1,791,521 | $72,226 | $2,124iApproximate average salary by contribution assumption: employee only about $53,107 at 4% or $35,405 at 6%; with 50% employer match about $35,405 at 4% or $23,603 at 6%; with 100% employer match about $26,554 at 4% or $17,702 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 34 | $1,791,521 | $72,226 | $2,124iApproximate average salary by contribution assumption: employee only about $53,107 at 4% or $35,405 at 6%; with 50% employer match about $35,405 at 4% or $23,603 at 6%; with 100% employer match about $26,554 at 4% or $17,702 at 6%. |
| 2020 | 1 | 40 | $2,159,121 | $86,788 | $2,170iApproximate average salary by contribution assumption: employee only about $54,242 at 4% or $36,162 at 6%; with 50% employer match about $36,162 at 4% or $24,108 at 6%; with 100% employer match about $27,121 at 4% or $18,081 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 40 | $2,159,121 | $86,788 | $2,170iApproximate average salary by contribution assumption: employee only about $54,242 at 4% or $36,162 at 6%; with 50% employer match about $36,162 at 4% or $24,108 at 6%; with 100% employer match about $27,121 at 4% or $18,081 at 6%. |
| 2019 | 1 | 38 | $1,717,618 | $59,502 | $1,566iApproximate average salary by contribution assumption: employee only about $39,146 at 4% or $26,097 at 6%; with 50% employer match about $26,097 at 4% or $17,398 at 6%; with 100% employer match about $19,573 at 4% or $13,049 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 38 | $1,717,618 | $59,502 | $1,566iApproximate average salary by contribution assumption: employee only about $39,146 at 4% or $26,097 at 6%; with 50% employer match about $26,097 at 4% or $17,398 at 6%; with 100% employer match about $19,573 at 4% or $13,049 at 6%. |
| 2018 | 1 | 44 | $1,552,295 | $58,043 | $1,319iApproximate average salary by contribution assumption: employee only about $32,979 at 4% or $21,986 at 6%; with 50% employer match about $21,986 at 4% or $14,657 at 6%; with 100% employer match about $16,489 at 4% or $10,993 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 44 | $1,552,295 | $58,043 | $1,319iApproximate average salary by contribution assumption: employee only about $32,979 at 4% or $21,986 at 6%; with 50% employer match about $21,986 at 4% or $14,657 at 6%; with 100% employer match about $16,489 at 4% or $10,993 at 6%. |
| 2017 | 1 | 23 | $1,531,867 | $90,927 | $3,953iApproximate average salary by contribution assumption: employee only about $98,834 at 4% or $65,889 at 6%; with 50% employer match about $65,889 at 4% or $43,926 at 6%; with 100% employer match about $49,417 at 4% or $32,945 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 23 | $1,531,867 | $90,927 | $3,953iApproximate average salary by contribution assumption: employee only about $98,834 at 4% or $65,889 at 6%; with 50% employer match about $65,889 at 4% or $43,926 at 6%; with 100% employer match about $49,417 at 4% or $32,945 at 6%. |
| 2016 | 1 | 19 | $1,685,795 | $161,966 | $8,525iApproximate average salary by contribution assumption: employee only about $213,113 at 4% or $142,075 at 6%; with 50% employer match about $142,075 at 4% or $94,717 at 6%; with 100% employer match about $106,557 at 4% or $71,038 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 19 | $1,685,795 | $161,966 | $8,525iApproximate average salary by contribution assumption: employee only about $213,113 at 4% or $142,075 at 6%; with 50% employer match about $142,075 at 4% or $94,717 at 6%; with 100% employer match about $106,557 at 4% or $71,038 at 6%. |
| 2015 | 1 | 28 | $1,554,333 | $69,691 | $2,489iApproximate average salary by contribution assumption: employee only about $62,224 at 4% or $41,483 at 6%; with 50% employer match about $41,483 at 4% or $27,655 at 6%; with 100% employer match about $31,112 at 4% or $20,741 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 28 | $1,554,333 | $69,691 | $2,489iApproximate average salary by contribution assumption: employee only about $62,224 at 4% or $41,483 at 6%; with 50% employer match about $41,483 at 4% or $27,655 at 6%; with 100% employer match about $31,112 at 4% or $20,741 at 6%. |
| 2014 | 1 | 26 | $1,475,631 | $56,920 | $2,189iApproximate average salary by contribution assumption: employee only about $54,731 at 4% or $36,487 at 6%; with 50% employer match about $36,487 at 4% or $24,325 at 6%; with 100% employer match about $27,365 at 4% or $18,244 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 26 | $1,475,631 | $56,920 | $2,189iApproximate average salary by contribution assumption: employee only about $54,731 at 4% or $36,487 at 6%; with 50% employer match about $36,487 at 4% or $24,325 at 6%; with 100% employer match about $27,365 at 4% or $18,244 at 6%. |
| 2013 | 1 | 25 | $1,937,782 | $60,852 | $2,434iApproximate average salary by contribution assumption: employee only about $60,852 at 4% or $40,568 at 6%; with 50% employer match about $40,568 at 4% or $27,045 at 6%; with 100% employer match about $30,426 at 4% or $20,284 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 25 | $1,937,782 | $60,852 | $2,434iApproximate average salary by contribution assumption: employee only about $60,852 at 4% or $40,568 at 6%; with 50% employer match about $40,568 at 4% or $27,045 at 6%; with 100% employer match about $30,426 at 4% or $20,284 at 6%. |
| 2012 | 1 | 28 | $1,919,472 | $58,735 | $2,098iApproximate average salary by contribution assumption: employee only about $52,442 at 4% or $34,961 at 6%; with 50% employer match about $34,961 at 4% or $23,308 at 6%; with 100% employer match about $26,221 at 4% or $17,481 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 28 | $1,919,472 | $58,735 | $2,098iApproximate average salary by contribution assumption: employee only about $52,442 at 4% or $34,961 at 6%; with 50% employer match about $34,961 at 4% or $23,308 at 6%; with 100% employer match about $26,221 at 4% or $17,481 at 6%. |
| 2011 | 1 | 61 | $1,824,771 | $73,272 | $1,201iApproximate average salary by contribution assumption: employee only about $30,030 at 4% or $20,020 at 6%; with 50% employer match about $20,020 at 4% or $13,346 at 6%; with 100% employer match about $15,015 at 4% or $10,010 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 61 | $1,824,771 | $73,272 | $1,201iApproximate average salary by contribution assumption: employee only about $30,030 at 4% or $20,020 at 6%; with 50% employer match about $20,020 at 4% or $13,346 at 6%; with 100% employer match about $15,015 at 4% or $10,010 at 6%. |
| 2010 | 1 | 69 | $1,515,286 | $81,815 | $1,186iApproximate average salary by contribution assumption: employee only about $29,643 at 4% or $19,762 at 6%; with 50% employer match about $19,762 at 4% or $13,175 at 6%; with 100% employer match about $14,822 at 4% or $9,881 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PROFIT SHARING PLAN | - | 69 | $1,515,286 | $81,815 | $1,186iApproximate average salary by contribution assumption: employee only about $29,643 at 4% or $19,762 at 6%; with 50% employer match about $19,762 at 4% or $13,175 at 6%; with 100% employer match about $14,822 at 4% or $9,881 at 6%. |
| 2009 | 1 | 74 | $1,519,855 | $139,705 | $1,888iApproximate average salary by contribution assumption: employee only about $47,198 at 4% or $31,465 at 6%; with 50% employer match about $31,465 at 4% or $20,977 at 6%; with 100% employer match about $23,599 at 4% or $15,733 at 6%. |
| TRUAX AND HOVEY, LTD. 401(K) PLAN | - | 74 | $1,519,855 | $139,705 | $1,888iApproximate average salary by contribution assumption: employee only about $47,198 at 4% or $31,465 at 6%; with 50% employer match about $31,465 at 4% or $20,977 at 6%; with 100% employer match about $23,599 at 4% or $15,733 at 6%. |
| 2008 | 1 | 31 | $0 | $0 | - |
| Truax and Hovey Ltd. 401-K Plan | - | 31 | - | - | - |
| 2007 | 2 | 32 | $0 | $0 | - |
| Truax and Hovey Ltd. 401-K Plan | - | 32 | - | - | - |
| National Benefit Retirement Plan and Trust | - | 0 | - | - | - |
| 2006 | 2 | 32 | $1,819,587 | $85,727 | $2,679iApproximate average salary by contribution assumption: employee only about $66,974 at 4% or $44,649 at 6%; with 50% employer match about $44,649 at 4% or $29,766 at 6%; with 100% employer match about $33,487 at 4% or $22,325 at 6%. |
| Truax and Hovey Ltd. 401-K Plan | - | 32 | $1,811,669 | $85,727 | $2,679iApproximate average salary by contribution assumption: employee only about $66,974 at 4% or $44,649 at 6%; with 50% employer match about $44,649 at 4% or $29,766 at 6%; with 100% employer match about $33,487 at 4% or $22,325 at 6%. |
| National Benefit Retirement Plan and Trust | - | 13 | $7,918 | - | - |
| 2005 | 2 | 35 | $1,603,072 | $89,906 | $2,569iApproximate average salary by contribution assumption: employee only about $64,219 at 4% or $42,812 at 6%; with 50% employer match about $42,812 at 4% or $28,542 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%. |
| Truax and Hovey Ltd. 401-K Plan | - | 35 | $1,591,786 | $89,906 | $2,569iApproximate average salary by contribution assumption: employee only about $64,219 at 4% or $42,812 at 6%; with 50% employer match about $42,812 at 4% or $28,542 at 6%; with 100% employer match about $32,109 at 4% or $21,406 at 6%. |
| National Benefit Retirement Plan and Trust | - | 24 | $11,286 | - | - |
| 2004 | 2 | 39 | $1,490,748 | $93,749 | $2,404iApproximate average salary by contribution assumption: employee only about $60,096 at 4% or $40,064 at 6%; with 50% employer match about $40,064 at 4% or $26,709 at 6%; with 100% employer match about $30,048 at 4% or $20,032 at 6%. |
| Truax and Hovey Ltd. 401-K Plan | - | 39 | $1,477,011 | $93,749 | $2,404iApproximate average salary by contribution assumption: employee only about $60,096 at 4% or $40,064 at 6%; with 50% employer match about $40,064 at 4% or $26,709 at 6%; with 100% employer match about $30,048 at 4% or $20,032 at 6%. |
| National Benefit Retirement Plan and Trust | - | 25 | $13,737 | - | - |
| 2003 | 2 | 44 | $0 | $0 | - |
| Truax and Hovey Ltd. 401-K Plan | - | 44 | - | - | - |
| National Benefit Retirement Plan and Trust | - | 26 | - | - | - |
| 2002 | 3 | 44 | $16,038 | $0 | - |
| National Benefit Retirement Plan and Trust | - | 20 | $16,038 | - | - |
| Truax and Hovey Ltd. 401-K Plan | - | 44 | - | - | - |
| TRUAX & HOVEY FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2001 | 2 | 34 | $19,209 | $0 | - |
| National Benefit Retirement Plan and Trust | - | 25 | $19,209 | - | - |
| Truax and Hovey Ltd. 401-K Plan | - | 34 | - | - | - |
| 2000 | 2 | 35 | $21,968 | $0 | - |
| National Benefit Retirement Plan and Trust | - | 27 | $21,968 | - | - |
| Truax and Hovey Ltd. 401-K Plan | - | 35 | - | - | - |
| 1999 | 2 | 29 | $1,135,305 | $52,881 | $1,823iApproximate average salary by contribution assumption: employee only about $45,587 at 4% or $30,391 at 6%; with 50% employer match about $30,391 at 4% or $20,261 at 6%; with 100% employer match about $22,794 at 4% or $15,196 at 6%. |
| Truax and Hovey Ltd. 401-K Plan | - | 26 | $1,104,101 | $52,881 | $2,034iApproximate average salary by contribution assumption: employee only about $50,847 at 4% or $33,898 at 6%; with 50% employer match about $33,898 at 4% or $22,599 at 6%; with 100% employer match about $25,424 at 4% or $16,949 at 6%. |
| National Benefit Retirement Plan and Trust | - | 29 | $31,204 | - | - |