Paul Willliam Beltz PC.
Plan context: Paul William Beltz PC. Retirement Savings Plan
EIN 16-0993881 • Buffalo, NY • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,241,016
2024 Contributions
$133,021
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 | 23 | $3,241,016 | $133,021 | $5,784iApproximate average salary by contribution assumption: employee only about $144,588 at 4% or $96,392 at 6%; with 50% employer match about $96,392 at 4% or $64,261 at 6%; with 100% employer match about $72,294 at 4% or $48,196 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 23 | $3,241,016 | $133,021 | $5,784iApproximate average salary by contribution assumption: employee only about $144,588 at 4% or $96,392 at 6%; with 50% employer match about $96,392 at 4% or $64,261 at 6%; with 100% employer match about $72,294 at 4% or $48,196 at 6%. |
| 2023 | 1 | 24 | $3,205,743 | $152,027 | $6,334iApproximate average salary by contribution assumption: employee only about $158,361 at 4% or $105,574 at 6%; with 50% employer match about $105,574 at 4% or $70,383 at 6%; with 100% employer match about $79,181 at 4% or $52,787 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 24 | $3,205,743 | $152,027 | $6,334iApproximate average salary by contribution assumption: employee only about $158,361 at 4% or $105,574 at 6%; with 50% employer match about $105,574 at 4% or $70,383 at 6%; with 100% employer match about $79,181 at 4% or $52,787 at 6%. |
| 2022 | 1 | 23 | $2,919,888 | $141,970 | $6,173iApproximate average salary by contribution assumption: employee only about $154,315 at 4% or $102,877 at 6%; with 50% employer match about $102,877 at 4% or $68,585 at 6%; with 100% employer match about $77,158 at 4% or $51,438 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 23 | $2,919,888 | $141,970 | $6,173iApproximate average salary by contribution assumption: employee only about $154,315 at 4% or $102,877 at 6%; with 50% employer match about $102,877 at 4% or $68,585 at 6%; with 100% employer match about $77,158 at 4% or $51,438 at 6%. |
| 2021 | 1 | 23 | $2,996,053 | $138,112 | $6,005iApproximate average salary by contribution assumption: employee only about $150,122 at 4% or $100,081 at 6%; with 50% employer match about $100,081 at 4% or $66,721 at 6%; with 100% employer match about $75,061 at 4% or $50,041 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 23 | $2,996,053 | $138,112 | $6,005iApproximate average salary by contribution assumption: employee only about $150,122 at 4% or $100,081 at 6%; with 50% employer match about $100,081 at 4% or $66,721 at 6%; with 100% employer match about $75,061 at 4% or $50,041 at 6%. |
| 2020 | 1 | 24 | $3,200,110 | $144,341 | $6,014iApproximate average salary by contribution assumption: employee only about $150,355 at 4% or $100,237 at 6%; with 50% employer match about $100,237 at 4% or $66,825 at 6%; with 100% employer match about $75,178 at 4% or $50,118 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 24 | $3,200,110 | $144,341 | $6,014iApproximate average salary by contribution assumption: employee only about $150,355 at 4% or $100,237 at 6%; with 50% employer match about $100,237 at 4% or $66,825 at 6%; with 100% employer match about $75,178 at 4% or $50,118 at 6%. |
| 2019 | 1 | 22 | $2,880,452 | $147,441 | $6,702iApproximate average salary by contribution assumption: employee only about $167,547 at 4% or $111,698 at 6%; with 50% employer match about $111,698 at 4% or $74,465 at 6%; with 100% employer match about $83,773 at 4% or $55,849 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 22 | $2,880,452 | $147,441 | $6,702iApproximate average salary by contribution assumption: employee only about $167,547 at 4% or $111,698 at 6%; with 50% employer match about $111,698 at 4% or $74,465 at 6%; with 100% employer match about $83,773 at 4% or $55,849 at 6%. |
| 2018 | 1 | 22 | $2,512,240 | $166,492 | $7,568iApproximate average salary by contribution assumption: employee only about $189,195 at 4% or $126,130 at 6%; with 50% employer match about $126,130 at 4% or $84,087 at 6%; with 100% employer match about $94,598 at 4% or $63,065 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 22 | $2,512,240 | $166,492 | $7,568iApproximate average salary by contribution assumption: employee only about $189,195 at 4% or $126,130 at 6%; with 50% employer match about $126,130 at 4% or $84,087 at 6%; with 100% employer match about $94,598 at 4% or $63,065 at 6%. |
| 2017 | 1 | 25 | $2,401,836 | $154,821 | $6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 25 | $2,401,836 | $154,821 | $6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%. |
| 2016 | 1 | 25 | $2,465,052 | $167,330 | $6,693iApproximate average salary by contribution assumption: employee only about $167,330 at 4% or $111,553 at 6%; with 50% employer match about $111,553 at 4% or $74,369 at 6%; with 100% employer match about $83,665 at 4% or $55,777 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 25 | $2,465,052 | $167,330 | $6,693iApproximate average salary by contribution assumption: employee only about $167,330 at 4% or $111,553 at 6%; with 50% employer match about $111,553 at 4% or $74,369 at 6%; with 100% employer match about $83,665 at 4% or $55,777 at 6%. |
| 2015 | 1 | 27 | $2,246,572 | $238,770 | $8,843iApproximate average salary by contribution assumption: employee only about $221,083 at 4% or $147,389 at 6%; with 50% employer match about $147,389 at 4% or $98,259 at 6%; with 100% employer match about $110,542 at 4% or $73,694 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 27 | $2,246,572 | $238,770 | $8,843iApproximate average salary by contribution assumption: employee only about $221,083 at 4% or $147,389 at 6%; with 50% employer match about $147,389 at 4% or $98,259 at 6%; with 100% employer match about $110,542 at 4% or $73,694 at 6%. |
| 2014 | 1 | 29 | $2,045,191 | $185,712 | $6,404iApproximate average salary by contribution assumption: employee only about $160,097 at 4% or $106,731 at 6%; with 50% employer match about $106,731 at 4% or $71,154 at 6%; with 100% employer match about $80,048 at 4% or $53,366 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 29 | $2,045,191 | $185,712 | $6,404iApproximate average salary by contribution assumption: employee only about $160,097 at 4% or $106,731 at 6%; with 50% employer match about $106,731 at 4% or $71,154 at 6%; with 100% employer match about $80,048 at 4% or $53,366 at 6%. |
| 2013 | 1 | 30 | $1,787,454 | $224,707 | $7,490iApproximate average salary by contribution assumption: employee only about $187,256 at 4% or $124,837 at 6%; with 50% employer match about $124,837 at 4% or $83,225 at 6%; with 100% employer match about $93,628 at 4% or $62,419 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 30 | $1,787,454 | $224,707 | $7,490iApproximate average salary by contribution assumption: employee only about $187,256 at 4% or $124,837 at 6%; with 50% employer match about $124,837 at 4% or $83,225 at 6%; with 100% employer match about $93,628 at 4% or $62,419 at 6%. |
| 2012 | 1 | 38 | $1,533,950 | $214,977 | $5,657iApproximate average salary by contribution assumption: employee only about $141,432 at 4% or $94,288 at 6%; with 50% employer match about $94,288 at 4% or $62,859 at 6%; with 100% employer match about $70,716 at 4% or $47,144 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 38 | $1,533,950 | $214,977 | $5,657iApproximate average salary by contribution assumption: employee only about $141,432 at 4% or $94,288 at 6%; with 50% employer match about $94,288 at 4% or $62,859 at 6%; with 100% employer match about $70,716 at 4% or $47,144 at 6%. |
| 2011 | 1 | 40 | $1,238,179 | $214,549 | $5,364iApproximate average salary by contribution assumption: employee only about $134,093 at 4% or $89,395 at 6%; with 50% employer match about $89,395 at 4% or $59,597 at 6%; with 100% employer match about $67,047 at 4% or $44,698 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 40 | $1,238,179 | $214,549 | $5,364iApproximate average salary by contribution assumption: employee only about $134,093 at 4% or $89,395 at 6%; with 50% employer match about $89,395 at 4% or $59,597 at 6%; with 100% employer match about $67,047 at 4% or $44,698 at 6%. |
| 2010 | 1 | 45 | $1,513,297 | $256,260 | $5,695iApproximate average salary by contribution assumption: employee only about $142,367 at 4% or $94,911 at 6%; with 50% employer match about $94,911 at 4% or $63,274 at 6%; with 100% employer match about $71,183 at 4% or $47,456 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 45 | $1,513,297 | $256,260 | $5,695iApproximate average salary by contribution assumption: employee only about $142,367 at 4% or $94,911 at 6%; with 50% employer match about $94,911 at 4% or $63,274 at 6%; with 100% employer match about $71,183 at 4% or $47,456 at 6%. |
| 2009 | 1 | 42 | $1,151,684 | $267,657 | $6,373iApproximate average salary by contribution assumption: employee only about $159,320 at 4% or $106,213 at 6%; with 50% employer match about $106,213 at 4% or $70,809 at 6%; with 100% employer match about $79,660 at 4% or $53,107 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 42 | $1,151,684 | $267,657 | $6,373iApproximate average salary by contribution assumption: employee only about $159,320 at 4% or $106,213 at 6%; with 50% employer match about $106,213 at 4% or $70,809 at 6%; with 100% employer match about $79,660 at 4% or $53,107 at 6%. |
| 2008 | 1 | 31 | $748,516 | $257,326 | $8,301iApproximate average salary by contribution assumption: employee only about $207,521 at 4% or $138,347 at 6%; with 50% employer match about $138,347 at 4% or $92,232 at 6%; with 100% employer match about $103,760 at 4% or $69,174 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 31 | $748,516 | $257,326 | $8,301iApproximate average salary by contribution assumption: employee only about $207,521 at 4% or $138,347 at 6%; with 50% employer match about $138,347 at 4% or $92,232 at 6%; with 100% employer match about $103,760 at 4% or $69,174 at 6%. |
| 2007 | 1 | 26 | $0 | $0 | - |
| Paul William Beltz PC. Retirement Savings Plan | - | 26 | - | - | - |
| 2006 | 1 | 46 | $733,355 | $695,410 | $15,118iApproximate average salary by contribution assumption: employee only about $377,940 at 4% or $251,960 at 6%; with 50% employer match about $251,960 at 4% or $167,973 at 6%; with 100% employer match about $188,970 at 4% or $125,980 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 46 | $733,355 | $695,410 | $15,118iApproximate average salary by contribution assumption: employee only about $377,940 at 4% or $251,960 at 6%; with 50% employer match about $251,960 at 4% or $167,973 at 6%; with 100% employer match about $188,970 at 4% or $125,980 at 6%. |
| 2004 | 1 | 39 | $0 | $0 | - |
| Paul William Beltz PC. Pension Plan & Trust | - | 39 | - | - | - |
| 2003 | 1 | 41 | $0 | $0 | - |
| Paul William Beltz PC. Pension Plan & Trust | - | 41 | - | - | - |
| 2002 | 3 | 34 | $0 | $0 | - |
| Paul William Beltz PC. Retirement Savings Plan | - | 0 | - | - | - |
| Paul William Beltz PC. Pension Plan & Trust | - | 34 | - | - | - |
| Paul William Beltz PC. Restated Deferred Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 3 | 32 | $0 | $0 | - |
| Paul William Beltz PC. Retirement Savings Plan | - | 32 | - | - | - |
| Paul William Beltz PC. Restated Deferred Profit Sharing Plan | - | 31 | - | - | - |
| Paul William Beltz PC. Pension Plan & Trust | - | 32 | - | - | - |
| 2000 | 3 | 35 | $519,592 | $0 | - |
| Paul William Beltz PC. Restated Deferred Profit Sharing Plan | - | 32 | $519,592 | - | - |
| Paul William Beltz PC. Pension Plan & Trust | - | 35 | - | - | - |
| Paul William Beltz PC. Retirement Savings Plan | - | 32 | - | - | - |
| 1999 | 3 | 34 | $6,668,711 | $139,103 | $4,091iApproximate average salary by contribution assumption: employee only about $102,282 at 4% or $68,188 at 6%; with 50% employer match about $68,188 at 4% or $45,458 at 6%; with 100% employer match about $51,141 at 4% or $34,094 at 6%. |
| Paul William Beltz PC. Pension Plan & Trust | - | 33 | $4,681,365 | $139,103 | $4,215iApproximate average salary by contribution assumption: employee only about $105,381 at 4% or $70,254 at 6%; with 50% employer match about $70,254 at 4% or $46,836 at 6%; with 100% employer match about $52,691 at 4% or $35,127 at 6%. |
| Paul William Beltz PC. Retirement Savings Plan | - | 33 | $1,524,221 | - | - |
| Paul William Beltz PC. Restated Deferred Profit Sharing Plan | - | 34 | $463,125 | - | - |