Hale Northeastern
Plan context: Hale Northeastern Employee Stock Ownership Plan
EIN 16-0967594 • Buffalo, NY • 41 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,876,135
2024 Contributions
$34,374
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 | 0 | $1,876,135 | $0 | - |
| Hale Northeastern Employee Stock Ownership Plan | - | 0 | $1,876,135 | - | - |
| 2023 | 2 | 15 | $2,895,305 | $34,374 | $2,292iApproximate average salary by contribution assumption: employee only about $57,290 at 4% or $38,193 at 6%; with 50% employer match about $38,193 at 4% or $25,462 at 6%; with 100% employer match about $28,645 at 4% or $19,097 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 10 | $2,096,300 | - | - |
| Hale Northeastern 401(K) Plan | - | 15 | $799,005 | $34,374 | $2,292iApproximate average salary by contribution assumption: employee only about $57,290 at 4% or $38,193 at 6%; with 50% employer match about $38,193 at 4% or $25,462 at 6%; with 100% employer match about $28,645 at 4% or $19,097 at 6%. |
| 2022 | 2 | 15 | $2,073,180 | $36,062 | $2,404iApproximate average salary by contribution assumption: employee only about $60,103 at 4% or $40,069 at 6%; with 50% employer match about $40,069 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,034 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 11 | $1,306,908 | - | - |
| Hale Northeastern 401(K) Plan | - | 15 | $766,272 | $36,062 | $2,404iApproximate average salary by contribution assumption: employee only about $60,103 at 4% or $40,069 at 6%; with 50% employer match about $40,069 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,034 at 6%. |
| 2021 | 2 | 17 | $1,976,418 | $29,034 | $1,708iApproximate average salary by contribution assumption: employee only about $42,697 at 4% or $28,465 at 6%; with 50% employer match about $28,465 at 4% or $18,976 at 6%; with 100% employer match about $21,349 at 4% or $14,232 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 10 | $1,063,484 | - | - |
| Hale Northeastern 401(K) Plan | - | 17 | $912,934 | $29,034 | $1,708iApproximate average salary by contribution assumption: employee only about $42,697 at 4% or $28,465 at 6%; with 50% employer match about $28,465 at 4% or $18,976 at 6%; with 100% employer match about $21,349 at 4% or $14,232 at 6%. |
| 2020 | 2 | 17 | $1,901,942 | $25,250 | $1,485iApproximate average salary by contribution assumption: employee only about $37,132 at 4% or $24,755 at 6%; with 50% employer match about $24,755 at 4% or $16,503 at 6%; with 100% employer match about $18,566 at 4% or $12,377 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $1,102,201 | - | - |
| Hale Northeastern 401(K) Plan | - | 17 | $799,741 | $25,250 | $1,485iApproximate average salary by contribution assumption: employee only about $37,132 at 4% or $24,755 at 6%; with 50% employer match about $24,755 at 4% or $16,503 at 6%; with 100% employer match about $18,566 at 4% or $12,377 at 6%. |
| 2019 | 2 | 16 | $1,800,105 | $144,066 | $9,004iApproximate average salary by contribution assumption: employee only about $225,103 at 4% or $150,069 at 6%; with 50% employer match about $150,069 at 4% or $100,046 at 6%; with 100% employer match about $112,552 at 4% or $75,034 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $1,128,013 | - | - |
| Hale Northeastern 401(K) Plan | - | 16 | $672,092 | $144,066 | $9,004iApproximate average salary by contribution assumption: employee only about $225,103 at 4% or $150,069 at 6%; with 50% employer match about $150,069 at 4% or $100,046 at 6%; with 100% employer match about $112,552 at 4% or $75,034 at 6%. |
| 2018 | 2 | 17 | $1,440,237 | $41,014 | $2,413iApproximate average salary by contribution assumption: employee only about $60,315 at 4% or $40,210 at 6%; with 50% employer match about $40,210 at 4% or $26,807 at 6%; with 100% employer match about $30,157 at 4% or $20,105 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $995,445 | - | - |
| Hale Northeastern 401(K) Plan | - | 17 | $444,792 | $41,014 | $2,413iApproximate average salary by contribution assumption: employee only about $60,315 at 4% or $40,210 at 6%; with 50% employer match about $40,210 at 4% or $26,807 at 6%; with 100% employer match about $30,157 at 4% or $20,105 at 6%. |
| 2017 | 2 | 16 | $1,490,539 | $35,815 | $2,238iApproximate average salary by contribution assumption: employee only about $55,961 at 4% or $37,307 at 6%; with 50% employer match about $37,307 at 4% or $24,872 at 6%; with 100% employer match about $27,980 at 4% or $18,654 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $1,038,665 | - | - |
| Hale Northeastern 401(K) Plan | - | 16 | $451,874 | $35,815 | $2,238iApproximate average salary by contribution assumption: employee only about $55,961 at 4% or $37,307 at 6%; with 50% employer match about $37,307 at 4% or $24,872 at 6%; with 100% employer match about $27,980 at 4% or $18,654 at 6%. |
| 2016 | 2 | 19 | $1,591,171 | $37,550 | $1,976iApproximate average salary by contribution assumption: employee only about $49,408 at 4% or $32,939 at 6%; with 50% employer match about $32,939 at 4% or $21,959 at 6%; with 100% employer match about $24,704 at 4% or $16,469 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $1,088,093 | - | - |
| Hale Northeastern 401(K) Plan | - | 19 | $503,078 | $37,550 | $1,976iApproximate average salary by contribution assumption: employee only about $49,408 at 4% or $32,939 at 6%; with 50% employer match about $32,939 at 4% or $21,959 at 6%; with 100% employer match about $24,704 at 4% or $16,469 at 6%. |
| 2015 | 2 | 18 | $1,622,937 | $39,762 | $2,209iApproximate average salary by contribution assumption: employee only about $55,225 at 4% or $36,817 at 6%; with 50% employer match about $36,817 at 4% or $24,544 at 6%; with 100% employer match about $27,613 at 4% or $18,408 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $1,188,743 | - | - |
| Hale Northeastern 401(K) Plan | - | 18 | $434,194 | $39,762 | $2,209iApproximate average salary by contribution assumption: employee only about $55,225 at 4% or $36,817 at 6%; with 50% employer match about $36,817 at 4% or $24,544 at 6%; with 100% employer match about $27,613 at 4% or $18,408 at 6%. |
| 2014 | 2 | 16 | $1,418,941 | $33,988 | $2,124iApproximate average salary by contribution assumption: employee only about $53,106 at 4% or $35,404 at 6%; with 50% employer match about $35,404 at 4% or $23,603 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $1,024,535 | - | - |
| Hale Northeastern 401(K) Plan | - | 16 | $394,406 | $33,988 | $2,124iApproximate average salary by contribution assumption: employee only about $53,106 at 4% or $35,404 at 6%; with 50% employer match about $35,404 at 4% or $23,603 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%. |
| 2013 | 2 | 15 | $1,190,402 | $34,726 | $2,315iApproximate average salary by contribution assumption: employee only about $57,877 at 4% or $38,584 at 6%; with 50% employer match about $38,584 at 4% or $25,723 at 6%; with 100% employer match about $28,938 at 4% or $19,292 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $768,630 | - | - |
| Hale Northeastern 401(K) Plan | - | 15 | $421,772 | $34,726 | $2,315iApproximate average salary by contribution assumption: employee only about $57,877 at 4% or $38,584 at 6%; with 50% employer match about $38,584 at 4% or $25,723 at 6%; with 100% employer match about $28,938 at 4% or $19,292 at 6%. |
| 2012 | 2 | 13 | $988,002 | $33,332 | $2,564iApproximate average salary by contribution assumption: employee only about $64,100 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,489 at 6%; with 100% employer match about $32,050 at 4% or $21,367 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $670,595 | - | - |
| Hale Northeastern 401(K) Plan | - | 13 | $317,407 | $33,332 | $2,564iApproximate average salary by contribution assumption: employee only about $64,100 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,489 at 6%; with 100% employer match about $32,050 at 4% or $21,367 at 6%. |
| 2011 | 2 | 13 | $882,390 | $32,712 | $2,516iApproximate average salary by contribution assumption: employee only about $62,908 at 4% or $41,938 at 6%; with 50% employer match about $41,938 at 4% or $27,959 at 6%; with 100% employer match about $31,454 at 4% or $20,969 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $631,684 | - | - |
| Hale Northeastern 401(K) Plan | - | 13 | $250,706 | $32,712 | $2,516iApproximate average salary by contribution assumption: employee only about $62,908 at 4% or $41,938 at 6%; with 50% employer match about $41,938 at 4% or $27,959 at 6%; with 100% employer match about $31,454 at 4% or $20,969 at 6%. |
| 2010 | 2 | 13 | $864,475 | $188,072 | $14,467iApproximate average salary by contribution assumption: employee only about $361,677 at 4% or $241,118 at 6%; with 50% employer match about $241,118 at 4% or $160,745 at 6%; with 100% employer match about $180,838 at 4% or $120,559 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $617,193 | - | - |
| Hale Northeastern 401(K) Plan | - | 13 | $247,282 | $188,072 | $14,467iApproximate average salary by contribution assumption: employee only about $361,677 at 4% or $241,118 at 6%; with 50% employer match about $241,118 at 4% or $160,745 at 6%; with 100% employer match about $180,838 at 4% or $120,559 at 6%. |
| 2009 | 2 | 15 | $825,291 | $28,622 | $1,908iApproximate average salary by contribution assumption: employee only about $47,703 at 4% or $31,802 at 6%; with 50% employer match about $31,802 at 4% or $21,201 at 6%; with 100% employer match about $23,852 at 4% or $15,901 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $793,034 | - | - |
| Hale Northeastern 401(K) Plan | - | 15 | $32,257 | $28,622 | $1,908iApproximate average salary by contribution assumption: employee only about $47,703 at 4% or $31,802 at 6%; with 50% employer match about $31,802 at 4% or $21,201 at 6%; with 100% employer match about $23,852 at 4% or $15,901 at 6%. |
| 2008 | 1 | 12 | $843,212 | $0 | - |
| Hale Northeastern Employee Stock Ownership Plan | - | 12 | $843,212 | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Hale Northeastern Employee Stock Ownership Plan | - | 12 | - | - | - |
| 2006 | 1 | 14 | $958,552 | $119,485 | $8,535iApproximate average salary by contribution assumption: employee only about $213,366 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $958,552 | $119,485 | $8,535iApproximate average salary by contribution assumption: employee only about $213,366 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,829 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| 2005 | 1 | 14 | $794,883 | $110,660 | $7,904iApproximate average salary by contribution assumption: employee only about $197,607 at 4% or $131,738 at 6%; with 50% employer match about $131,738 at 4% or $87,825 at 6%; with 100% employer match about $98,804 at 4% or $65,869 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 14 | $794,883 | $110,660 | $7,904iApproximate average salary by contribution assumption: employee only about $197,607 at 4% or $131,738 at 6%; with 50% employer match about $131,738 at 4% or $87,825 at 6%; with 100% employer match about $98,804 at 4% or $65,869 at 6%. |
| 2004 | 1 | 12 | $700,111 | $19,628 | $1,636iApproximate average salary by contribution assumption: employee only about $40,892 at 4% or $27,261 at 6%; with 50% employer match about $27,261 at 4% or $18,174 at 6%; with 100% employer match about $20,446 at 4% or $13,631 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 12 | $700,111 | $19,628 | $1,636iApproximate average salary by contribution assumption: employee only about $40,892 at 4% or $27,261 at 6%; with 50% employer match about $27,261 at 4% or $18,174 at 6%; with 100% employer match about $20,446 at 4% or $13,631 at 6%. |
| 2003 | 1 | 13 | $828,120 | $63,779 | $4,906iApproximate average salary by contribution assumption: employee only about $122,652 at 4% or $81,768 at 6%; with 50% employer match about $81,768 at 4% or $54,512 at 6%; with 100% employer match about $61,326 at 4% or $40,884 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 13 | $828,120 | $63,779 | $4,906iApproximate average salary by contribution assumption: employee only about $122,652 at 4% or $81,768 at 6%; with 50% employer match about $81,768 at 4% or $54,512 at 6%; with 100% employer match about $61,326 at 4% or $40,884 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Hale Northeastern Employee Stock Ownership Plan | - | 10 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Hale Northeastern Employee Stock Ownership Plan | - | 8 | - | - | - |
| 2000 | 1 | 8 | $984,713 | $60,747 | $7,593iApproximate average salary by contribution assumption: employee only about $189,834 at 4% or $126,556 at 6%; with 50% employer match about $126,556 at 4% or $84,371 at 6%; with 100% employer match about $94,917 at 4% or $63,278 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 8 | $984,713 | $60,747 | $7,593iApproximate average salary by contribution assumption: employee only about $189,834 at 4% or $126,556 at 6%; with 50% employer match about $126,556 at 4% or $84,371 at 6%; with 100% employer match about $94,917 at 4% or $63,278 at 6%. |
| 1999 | 1 | 12 | $878,964 | $66,446 | $5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,215 at 4% or $46,143 at 6%. |
| Hale Northeastern Employee Stock Ownership Plan | - | 12 | $878,964 | $66,446 | $5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,215 at 4% or $46,143 at 6%. |