HR Benefit Advisors Ltd.
Plan context: HR Benefit Advisors Ltd. 401(K) Plan
EIN 16-1455424 • Rochester, NY • 23 filings • 5 plans
Current Snapshot
Latest Year
2017
2017 Participants
11
2017 Assets
$1,915,324
2017 Contributions
$4,517
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 | 1 | 0 | $0 | $4,517 | - |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 0 | $0 | $4,517 | - |
| 2016 | 1 | 11 | $1,915,324 | $109,259 | $9,933iApproximate average salary by contribution assumption: employee only about $248,316 at 4% or $165,544 at 6%; with 50% employer match about $165,544 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 11 | $1,915,324 | $109,259 | $9,933iApproximate average salary by contribution assumption: employee only about $248,316 at 4% or $165,544 at 6%; with 50% employer match about $165,544 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%. |
| 2015 | 1 | 9 | $1,758,109 | $82,947 | $9,216iApproximate average salary by contribution assumption: employee only about $230,408 at 4% or $153,606 at 6%; with 50% employer match about $153,606 at 4% or $102,404 at 6%; with 100% employer match about $115,204 at 4% or $76,803 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 9 | $1,758,109 | $82,947 | $9,216iApproximate average salary by contribution assumption: employee only about $230,408 at 4% or $153,606 at 6%; with 50% employer match about $153,606 at 4% or $102,404 at 6%; with 100% employer match about $115,204 at 4% or $76,803 at 6%. |
| 2014 | 1 | 9 | $1,699,642 | $156,016 | $17,335iApproximate average salary by contribution assumption: employee only about $433,378 at 4% or $288,919 at 6%; with 50% employer match about $288,919 at 4% or $192,612 at 6%; with 100% employer match about $216,689 at 4% or $144,459 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 9 | $1,699,642 | $156,016 | $17,335iApproximate average salary by contribution assumption: employee only about $433,378 at 4% or $288,919 at 6%; with 50% employer match about $288,919 at 4% or $192,612 at 6%; with 100% employer match about $216,689 at 4% or $144,459 at 6%. |
| 2013 | 1 | 4 | $1,497,907 | $572,421 | $143,105iApproximate average salary by contribution assumption: employee only about $3,577,631 at 4% or $2,385,088 at 6%; with 50% employer match about $2,385,088 at 4% or $1,590,058 at 6%; with 100% employer match about $1,788,816 at 4% or $1,192,544 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 4 | $1,497,907 | $572,421 | $143,105iApproximate average salary by contribution assumption: employee only about $3,577,631 at 4% or $2,385,088 at 6%; with 50% employer match about $2,385,088 at 4% or $1,590,058 at 6%; with 100% employer match about $1,788,816 at 4% or $1,192,544 at 6%. |
| 2012 | 1 | 4 | $854,580 | $50,965 | $12,741iApproximate average salary by contribution assumption: employee only about $318,531 at 4% or $212,354 at 6%; with 50% employer match about $212,354 at 4% or $141,569 at 6%; with 100% employer match about $159,266 at 4% or $106,177 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 4 | $854,580 | $50,965 | $12,741iApproximate average salary by contribution assumption: employee only about $318,531 at 4% or $212,354 at 6%; with 50% employer match about $212,354 at 4% or $141,569 at 6%; with 100% employer match about $159,266 at 4% or $106,177 at 6%. |
| 2011 | 1 | 4 | $782,089 | $50,043 | $12,511iApproximate average salary by contribution assumption: employee only about $312,769 at 4% or $208,513 at 6%; with 50% employer match about $208,513 at 4% or $139,008 at 6%; with 100% employer match about $156,384 at 4% or $104,256 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 4 | $782,089 | $50,043 | $12,511iApproximate average salary by contribution assumption: employee only about $312,769 at 4% or $208,513 at 6%; with 50% employer match about $208,513 at 4% or $139,008 at 6%; with 100% employer match about $156,384 at 4% or $104,256 at 6%. |
| 2010 | 1 | 4 | $741,803 | $50,102 | $12,526iApproximate average salary by contribution assumption: employee only about $313,138 at 4% or $208,758 at 6%; with 50% employer match about $208,758 at 4% or $139,172 at 6%; with 100% employer match about $156,569 at 4% or $104,379 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 4 | $741,803 | $50,102 | $12,526iApproximate average salary by contribution assumption: employee only about $313,138 at 4% or $208,758 at 6%; with 50% employer match about $208,758 at 4% or $139,172 at 6%; with 100% employer match about $156,569 at 4% or $104,379 at 6%. |
| 2009 | 1 | 4 | $640,839 | $24,797 | $6,199iApproximate average salary by contribution assumption: employee only about $154,981 at 4% or $103,321 at 6%; with 50% employer match about $103,321 at 4% or $68,881 at 6%; with 100% employer match about $77,491 at 4% or $51,660 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 4 | $640,839 | $24,797 | $6,199iApproximate average salary by contribution assumption: employee only about $154,981 at 4% or $103,321 at 6%; with 50% employer match about $103,321 at 4% or $68,881 at 6%; with 100% employer match about $77,491 at 4% or $51,660 at 6%. |
| 2008 | 1 | 2 | $590,626 | $0 | - |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $590,626 | - | - |
| 2007 | 2 | 2 | $0 | $13,800 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| HR BENEFIT ADVISORS, LTD CASH BALANCE PLAN | - | 0 | - | $13,800 | - |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $707,743 | $116,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| HR BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | $504,726 | $76,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $203,017 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2005 | 2 | 2 | $507,332 | $98,890 | $49,445iApproximate average salary by contribution assumption: employee only about $1,236,125 at 4% or $824,083 at 6%; with 50% employer match about $824,083 at 4% or $549,389 at 6%; with 100% employer match about $618,063 at 4% or $412,042 at 6%. |
| HR BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | $366,334 | $62,890 | $31,445iApproximate average salary by contribution assumption: employee only about $786,125 at 4% or $524,083 at 6%; with 50% employer match about $524,083 at 4% or $349,389 at 6%; with 100% employer match about $393,063 at 4% or $262,042 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $140,998 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2004 | 2 | 2 | $378,944 | $88,363 | $44,182iApproximate average salary by contribution assumption: employee only about $1,104,538 at 4% or $736,358 at 6%; with 50% employer match about $736,358 at 4% or $490,906 at 6%; with 100% employer match about $552,269 at 4% or $368,179 at 6%. |
| HR BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | $282,863 | $59,363 | $29,682iApproximate average salary by contribution assumption: employee only about $742,038 at 4% or $494,692 at 6%; with 50% employer match about $494,692 at 4% or $329,794 at 6%; with 100% employer match about $371,019 at 4% or $247,346 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $96,081 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2003 | 2 | 2 | $249,369 | $89,289 | $44,645iApproximate average salary by contribution assumption: employee only about $1,116,113 at 4% or $744,075 at 6%; with 50% employer match about $744,075 at 4% or $496,050 at 6%; with 100% employer match about $558,056 at 4% or $372,038 at 6%. |
| HR BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | $193,921 | $63,289 | $31,645iApproximate average salary by contribution assumption: employee only about $791,113 at 4% or $527,408 at 6%; with 50% employer match about $527,408 at 4% or $351,606 at 6%; with 100% employer match about $395,556 at 4% or $263,704 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $55,448 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2002 | 2 | 2 | $117,519 | $84,718 | $42,359iApproximate average salary by contribution assumption: employee only about $1,058,975 at 4% or $705,983 at 6%; with 50% employer match about $705,983 at 4% or $470,656 at 6%; with 100% employer match about $529,488 at 4% or $352,992 at 6%. |
| H. R. BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | $96,709 | $62,718 | $31,359iApproximate average salary by contribution assumption: employee only about $783,975 at 4% or $522,650 at 6%; with 50% employer match about $522,650 at 4% or $348,433 at 6%; with 100% employer match about $391,988 at 4% or $261,325 at 6%. |
| HR Benefit Advisors Ltd. 401(K) Plan | - | 2 | $20,810 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| H. R. BENEFIT ADVISORS, LTD DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |