Annese & Associates Inc.
Plan context: Annese & Associates Inc. Profit Sharing Plan
EIN 16-0984328 • Clifton Park, NY • 27 filings • 5 plans
Current Snapshot
Latest Year
2017
2017 Participants
130
2017 Assets
$22,935,602
2017 Contributions
$2,311,989
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 130 | $0 | $2,311,989 | $17,785iApproximate average salary by contribution assumption: employee only about $444,613 at 4% or $296,409 at 6%; with 50% employer match about $296,409 at 4% or $197,606 at 6%; with 100% employer match about $222,307 at 4% or $148,204 at 6%. |
| Annese & Associates Inc. | - | 130 | - | - | - |
| Annese & Associates Inc. Profit Sharing Plan | - | 0 | - | $2,311,989 | - |
| 2016 | 2 | 145 | $22,935,602 | $2,398,700 | $16,543iApproximate average salary by contribution assumption: employee only about $413,569 at 4% or $275,713 at 6%; with 50% employer match about $275,713 at 4% or $183,808 at 6%; with 100% employer match about $206,784 at 4% or $137,856 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 141 | $22,935,602 | $2,398,700 | $17,012iApproximate average salary by contribution assumption: employee only about $425,301 at 4% or $283,534 at 6%; with 50% employer match about $283,534 at 4% or $189,023 at 6%; with 100% employer match about $212,651 at 4% or $141,767 at 6%. |
| Annese & Associates Inc. | - | 145 | - | - | - |
| 2015 | 2 | 131 | $19,458,930 | $1,933,512 | $14,760iApproximate average salary by contribution assumption: employee only about $368,991 at 4% or $245,994 at 6%; with 50% employer match about $245,994 at 4% or $163,996 at 6%; with 100% employer match about $184,495 at 4% or $122,997 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 131 | $19,458,930 | $1,933,512 | $14,760iApproximate average salary by contribution assumption: employee only about $368,991 at 4% or $245,994 at 6%; with 50% employer match about $245,994 at 4% or $163,996 at 6%; with 100% employer match about $184,495 at 4% or $122,997 at 6%. |
| Annese & Associates Inc. | - | 130 | - | - | - |
| 2014 | 2 | 110 | $18,283,607 | $2,002,464 | $18,204iApproximate average salary by contribution assumption: employee only about $455,105 at 4% or $303,404 at 6%; with 50% employer match about $303,404 at 4% or $202,269 at 6%; with 100% employer match about $227,553 at 4% or $151,702 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 110 | $18,283,607 | $2,002,464 | $18,204iApproximate average salary by contribution assumption: employee only about $455,105 at 4% or $303,404 at 6%; with 50% employer match about $303,404 at 4% or $202,269 at 6%; with 100% employer match about $227,553 at 4% or $151,702 at 6%. |
| Annese & Associates Inc. | - | 108 | - | - | - |
| 2013 | 1 | 111 | $15,495,747 | $1,361,308 | $12,264iApproximate average salary by contribution assumption: employee only about $306,601 at 4% or $204,401 at 6%; with 50% employer match about $204,401 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 111 | $15,495,747 | $1,361,308 | $12,264iApproximate average salary by contribution assumption: employee only about $306,601 at 4% or $204,401 at 6%; with 50% employer match about $204,401 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%. |
| 2012 | 1 | 106 | $12,628,974 | $1,408,629 | $13,289iApproximate average salary by contribution assumption: employee only about $332,224 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,655 at 6%; with 100% employer match about $166,112 at 4% or $110,741 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 106 | $12,628,974 | $1,408,629 | $13,289iApproximate average salary by contribution assumption: employee only about $332,224 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,655 at 6%; with 100% employer match about $166,112 at 4% or $110,741 at 6%. |
| 2011 | 1 | 94 | $10,164,766 | $1,179,402 | $12,547iApproximate average salary by contribution assumption: employee only about $313,671 at 4% or $209,114 at 6%; with 50% employer match about $209,114 at 4% or $139,409 at 6%; with 100% employer match about $156,835 at 4% or $104,557 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 94 | $10,164,766 | $1,179,402 | $12,547iApproximate average salary by contribution assumption: employee only about $313,671 at 4% or $209,114 at 6%; with 50% employer match about $209,114 at 4% or $139,409 at 6%; with 100% employer match about $156,835 at 4% or $104,557 at 6%. |
| 2010 | 1 | 89 | $9,668,131 | $1,070,694 | $12,030iApproximate average salary by contribution assumption: employee only about $300,757 at 4% or $200,504 at 6%; with 50% employer match about $200,504 at 4% or $133,670 at 6%; with 100% employer match about $150,378 at 4% or $100,252 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 89 | $9,668,131 | $1,070,694 | $12,030iApproximate average salary by contribution assumption: employee only about $300,757 at 4% or $200,504 at 6%; with 50% employer match about $200,504 at 4% or $133,670 at 6%; with 100% employer match about $150,378 at 4% or $100,252 at 6%. |
| 2009 | 1 | 78 | $9,418,550 | $808,004 | $10,359iApproximate average salary by contribution assumption: employee only about $258,976 at 4% or $172,650 at 6%; with 50% employer match about $172,650 at 4% or $115,100 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 78 | $9,418,550 | $808,004 | $10,359iApproximate average salary by contribution assumption: employee only about $258,976 at 4% or $172,650 at 6%; with 50% employer match about $172,650 at 4% or $115,100 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%. |
| 2008 | 1 | 76 | $7,181,676 | $740,935 | $9,749iApproximate average salary by contribution assumption: employee only about $243,729 at 4% or $162,486 at 6%; with 50% employer match about $162,486 at 4% or $108,324 at 6%; with 100% employer match about $121,864 at 4% or $81,243 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 76 | $7,181,676 | $740,935 | $9,749iApproximate average salary by contribution assumption: employee only about $243,729 at 4% or $162,486 at 6%; with 50% employer match about $162,486 at 4% or $108,324 at 6%; with 100% employer match about $121,864 at 4% or $81,243 at 6%. |
| 2007 | 1 | 60 | $0 | $0 | - |
| Annese & Associates Inc. Profit Sharing Plan | - | 60 | - | - | - |
| 2006 | 1 | 43 | $13,086,900 | $858,534 | $19,966iApproximate average salary by contribution assumption: employee only about $499,148 at 4% or $332,765 at 6%; with 50% employer match about $332,765 at 4% or $221,843 at 6%; with 100% employer match about $249,574 at 4% or $166,383 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 43 | $13,086,900 | $858,534 | $19,966iApproximate average salary by contribution assumption: employee only about $499,148 at 4% or $332,765 at 6%; with 50% employer match about $332,765 at 4% or $221,843 at 6%; with 100% employer match about $249,574 at 4% or $166,383 at 6%. |
| 2005 | 1 | 38 | $11,301,928 | $865,914 | $22,787iApproximate average salary by contribution assumption: employee only about $569,680 at 4% or $379,787 at 6%; with 50% employer match about $379,787 at 4% or $253,191 at 6%; with 100% employer match about $284,840 at 4% or $189,893 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 38 | $11,301,928 | $865,914 | $22,787iApproximate average salary by contribution assumption: employee only about $569,680 at 4% or $379,787 at 6%; with 50% employer match about $379,787 at 4% or $253,191 at 6%; with 100% employer match about $284,840 at 4% or $189,893 at 6%. |
| 2004 | 1 | 36 | $11,176,905 | $800,612 | $22,239iApproximate average salary by contribution assumption: employee only about $555,981 at 4% or $370,654 at 6%; with 50% employer match about $370,654 at 4% or $247,102 at 6%; with 100% employer match about $277,990 at 4% or $185,327 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 36 | $11,176,905 | $800,612 | $22,239iApproximate average salary by contribution assumption: employee only about $555,981 at 4% or $370,654 at 6%; with 50% employer match about $370,654 at 4% or $247,102 at 6%; with 100% employer match about $277,990 at 4% or $185,327 at 6%. |
| 2003 | 1 | 33 | $9,666,982 | $684,697 | $20,748iApproximate average salary by contribution assumption: employee only about $518,710 at 4% or $345,807 at 6%; with 50% employer match about $345,807 at 4% or $230,538 at 6%; with 100% employer match about $259,355 at 4% or $172,903 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 33 | $9,666,982 | $684,697 | $20,748iApproximate average salary by contribution assumption: employee only about $518,710 at 4% or $345,807 at 6%; with 50% employer match about $345,807 at 4% or $230,538 at 6%; with 100% employer match about $259,355 at 4% or $172,903 at 6%. |
| 2002 | 2 | 28 | $7,855,063 | $613,142 | $21,898iApproximate average salary by contribution assumption: employee only about $547,448 at 4% or $364,965 at 6%; with 50% employer match about $364,965 at 4% or $243,310 at 6%; with 100% employer match about $273,724 at 4% or $182,483 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 28 | $7,855,063 | $613,142 | $21,898iApproximate average salary by contribution assumption: employee only about $547,448 at 4% or $364,965 at 6%; with 50% employer match about $364,965 at 4% or $243,310 at 6%; with 100% employer match about $273,724 at 4% or $182,483 at 6%. |
| Annese & Associates Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 27 | $7,853,037 | $587,541 | $21,761iApproximate average salary by contribution assumption: employee only about $544,019 at 4% or $362,680 at 6%; with 50% employer match about $362,680 at 4% or $241,786 at 6%; with 100% employer match about $272,010 at 4% or $181,340 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 27 | $4,698,767 | $325,104 | $12,041iApproximate average salary by contribution assumption: employee only about $301,022 at 4% or $200,681 at 6%; with 50% employer match about $200,681 at 4% or $133,788 at 6%; with 100% employer match about $150,511 at 4% or $100,341 at 6%. |
| Annese & Associates Inc. Money Purchase Plan | - | 27 | $3,154,270 | $262,437 | $9,720iApproximate average salary by contribution assumption: employee only about $242,997 at 4% or $161,998 at 6%; with 50% employer match about $161,998 at 4% or $107,999 at 6%; with 100% employer match about $121,499 at 4% or $80,999 at 6%. |
| 2000 | 2 | 22 | $7,492,821 | $440,662 | $20,030iApproximate average salary by contribution assumption: employee only about $500,752 at 4% or $333,835 at 6%; with 50% employer match about $333,835 at 4% or $222,557 at 6%; with 100% employer match about $250,376 at 4% or $166,917 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 22 | $4,503,026 | $214,897 | $9,768iApproximate average salary by contribution assumption: employee only about $244,201 at 4% or $162,801 at 6%; with 50% employer match about $162,801 at 4% or $108,534 at 6%; with 100% employer match about $122,101 at 4% or $81,400 at 6%. |
| Annese & Associates Inc. Money Purchase Plan | - | 22 | $2,989,795 | $225,765 | $10,262iApproximate average salary by contribution assumption: employee only about $256,551 at 4% or $171,034 at 6%; with 50% employer match about $171,034 at 4% or $114,023 at 6%; with 100% employer match about $128,276 at 4% or $85,517 at 6%. |
| 1999 | 2 | 19 | $7,213,370 | $333,486 | $17,552iApproximate average salary by contribution assumption: employee only about $438,797 at 4% or $292,532 at 6%; with 50% employer match about $292,532 at 4% or $195,021 at 6%; with 100% employer match about $219,399 at 4% or $146,266 at 6%. |
| Annese & Associates Inc. Profit Sharing Plan | - | 19 | $4,331,493 | $178,992 | $9,421iApproximate average salary by contribution assumption: employee only about $235,516 at 4% or $157,011 at 6%; with 50% employer match about $157,011 at 4% or $104,674 at 6%; with 100% employer match about $117,758 at 4% or $78,505 at 6%. |
| Annese & Associates Inc. Money Purchase Plan | - | 19 | $2,881,877 | $154,494 | $8,131iApproximate average salary by contribution assumption: employee only about $203,282 at 4% or $135,521 at 6%; with 50% employer match about $135,521 at 4% or $90,347 at 6%; with 100% employer match about $101,641 at 4% or $67,761 at 6%. |