Civic Intelligence

Center Square Asset Management

Plan context: Center Square Asset Management 401(K) P/S Plan

EIN 20-3661976 • Castelton, NY • 17 filings • 3 plans

1651 Columbia TurnpikeCastelton, NY 12033
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,420,479

2024 Contributions

$31,888

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,420,479$710,240$0200820162024YearValue
$1,420,479Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200820162024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,420,479$31,888$10,629iApproximate average salary by contribution assumption: employee only about $265,733 at 4% or $177,156 at 6%; with 50% employer match about $177,156 at 4% or $118,104 at 6%; with 100% employer match about $132,867 at 4% or $88,578 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$1,420,479$31,888$10,629iApproximate average salary by contribution assumption: employee only about $265,733 at 4% or $177,156 at 6%; with 50% employer match about $177,156 at 4% or $118,104 at 6%; with 100% employer match about $132,867 at 4% or $88,578 at 6%.
202313$1,232,178$25,321$8,440iApproximate average salary by contribution assumption: employee only about $211,008 at 4% or $140,672 at 6%; with 50% employer match about $140,672 at 4% or $93,781 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$1,232,178$25,321$8,440iApproximate average salary by contribution assumption: employee only about $211,008 at 4% or $140,672 at 6%; with 50% employer match about $140,672 at 4% or $93,781 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.
202213$1,045,534$60,724$20,241iApproximate average salary by contribution assumption: employee only about $506,033 at 4% or $337,356 at 6%; with 50% employer match about $337,356 at 4% or $224,904 at 6%; with 100% employer match about $253,017 at 4% or $168,678 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$1,045,534$60,724$20,241iApproximate average salary by contribution assumption: employee only about $506,033 at 4% or $337,356 at 6%; with 50% employer match about $337,356 at 4% or $224,904 at 6%; with 100% employer match about $253,017 at 4% or $168,678 at 6%.
202113$1,172,730$41,644$13,881iApproximate average salary by contribution assumption: employee only about $347,033 at 4% or $231,356 at 6%; with 50% employer match about $231,356 at 4% or $154,237 at 6%; with 100% employer match about $173,517 at 4% or $115,678 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$1,172,730$41,644$13,881iApproximate average salary by contribution assumption: employee only about $347,033 at 4% or $231,356 at 6%; with 50% employer match about $231,356 at 4% or $154,237 at 6%; with 100% employer match about $173,517 at 4% or $115,678 at 6%.
202013$1,027,973$31,318$10,439iApproximate average salary by contribution assumption: employee only about $260,983 at 4% or $173,989 at 6%; with 50% employer match about $173,989 at 4% or $115,993 at 6%; with 100% employer match about $130,492 at 4% or $86,994 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$1,027,973$31,318$10,439iApproximate average salary by contribution assumption: employee only about $260,983 at 4% or $173,989 at 6%; with 50% employer match about $173,989 at 4% or $115,993 at 6%; with 100% employer match about $130,492 at 4% or $86,994 at 6%.
201913$849,451$56,045$18,682iApproximate average salary by contribution assumption: employee only about $467,042 at 4% or $311,361 at 6%; with 50% employer match about $311,361 at 4% or $207,574 at 6%; with 100% employer match about $233,521 at 4% or $155,681 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$849,451$56,045$18,682iApproximate average salary by contribution assumption: employee only about $467,042 at 4% or $311,361 at 6%; with 50% employer match about $311,361 at 4% or $207,574 at 6%; with 100% employer match about $233,521 at 4% or $155,681 at 6%.
201813$657,870$55,541$18,514iApproximate average salary by contribution assumption: employee only about $462,842 at 4% or $308,561 at 6%; with 50% employer match about $308,561 at 4% or $205,707 at 6%; with 100% employer match about $231,421 at 4% or $154,281 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$657,870$55,541$18,514iApproximate average salary by contribution assumption: employee only about $462,842 at 4% or $308,561 at 6%; with 50% employer match about $308,561 at 4% or $205,707 at 6%; with 100% employer match about $231,421 at 4% or $154,281 at 6%.
201713$640,759$47,756$15,919iApproximate average salary by contribution assumption: employee only about $397,967 at 4% or $265,311 at 6%; with 50% employer match about $265,311 at 4% or $176,874 at 6%; with 100% employer match about $198,983 at 4% or $132,656 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$640,759$47,756$15,919iApproximate average salary by contribution assumption: employee only about $397,967 at 4% or $265,311 at 6%; with 50% employer match about $265,311 at 4% or $176,874 at 6%; with 100% employer match about $198,983 at 4% or $132,656 at 6%.
201613$514,901$21,032$7,011iApproximate average salary by contribution assumption: employee only about $175,267 at 4% or $116,844 at 6%; with 50% employer match about $116,844 at 4% or $77,896 at 6%; with 100% employer match about $87,633 at 4% or $58,422 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$514,901$21,032$7,011iApproximate average salary by contribution assumption: employee only about $175,267 at 4% or $116,844 at 6%; with 50% employer match about $116,844 at 4% or $77,896 at 6%; with 100% employer match about $87,633 at 4% or $58,422 at 6%.
201513$462,662$5,728$1,909iApproximate average salary by contribution assumption: employee only about $47,733 at 4% or $31,822 at 6%; with 50% employer match about $31,822 at 4% or $21,215 at 6%; with 100% employer match about $23,867 at 4% or $15,911 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$462,662$5,728$1,909iApproximate average salary by contribution assumption: employee only about $47,733 at 4% or $31,822 at 6%; with 50% employer match about $31,822 at 4% or $21,215 at 6%; with 100% employer match about $23,867 at 4% or $15,911 at 6%.
201413$467,766$16,882$5,627iApproximate average salary by contribution assumption: employee only about $140,683 at 4% or $93,789 at 6%; with 50% employer match about $93,789 at 4% or $62,526 at 6%; with 100% employer match about $70,342 at 4% or $46,894 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$467,766$16,882$5,627iApproximate average salary by contribution assumption: employee only about $140,683 at 4% or $93,789 at 6%; with 50% employer match about $93,789 at 4% or $62,526 at 6%; with 100% employer match about $70,342 at 4% or $46,894 at 6%.
201313$434,535$14,810$4,937iApproximate average salary by contribution assumption: employee only about $123,417 at 4% or $82,278 at 6%; with 50% employer match about $82,278 at 4% or $54,852 at 6%; with 100% employer match about $61,708 at 4% or $41,139 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$434,535$14,810$4,937iApproximate average salary by contribution assumption: employee only about $123,417 at 4% or $82,278 at 6%; with 50% employer match about $82,278 at 4% or $54,852 at 6%; with 100% employer match about $61,708 at 4% or $41,139 at 6%.
201213$368,805$5,718$1,906iApproximate average salary by contribution assumption: employee only about $47,650 at 4% or $31,767 at 6%; with 50% employer match about $31,767 at 4% or $21,178 at 6%; with 100% employer match about $23,825 at 4% or $15,883 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$368,805$5,718$1,906iApproximate average salary by contribution assumption: employee only about $47,650 at 4% or $31,767 at 6%; with 50% employer match about $31,767 at 4% or $21,178 at 6%; with 100% employer match about $23,825 at 4% or $15,883 at 6%.
201113$326,019$2,967$989iApproximate average salary by contribution assumption: employee only about $24,725 at 4% or $16,483 at 6%; with 50% employer match about $16,483 at 4% or $10,989 at 6%; with 100% employer match about $12,363 at 4% or $8,242 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$326,019$2,967$989iApproximate average salary by contribution assumption: employee only about $24,725 at 4% or $16,483 at 6%; with 50% employer match about $16,483 at 4% or $10,989 at 6%; with 100% employer match about $12,363 at 4% or $8,242 at 6%.
201013$332,382$73,272$24,424iApproximate average salary by contribution assumption: employee only about $610,600 at 4% or $407,067 at 6%; with 50% employer match about $407,067 at 4% or $271,378 at 6%; with 100% employer match about $305,300 at 4% or $203,533 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$332,382$73,272$24,424iApproximate average salary by contribution assumption: employee only about $610,600 at 4% or $407,067 at 6%; with 50% employer match about $407,067 at 4% or $271,378 at 6%; with 100% employer match about $305,300 at 4% or $203,533 at 6%.
200913$230,714$2,965$988iApproximate average salary by contribution assumption: employee only about $24,708 at 4% or $16,472 at 6%; with 50% employer match about $16,472 at 4% or $10,981 at 6%; with 100% employer match about $12,354 at 4% or $8,236 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$230,714$2,965$988iApproximate average salary by contribution assumption: employee only about $24,708 at 4% or $16,472 at 6%; with 50% employer match about $16,472 at 4% or $10,981 at 6%; with 100% employer match about $12,354 at 4% or $8,236 at 6%.
200813$185,275$83,984$27,995iApproximate average salary by contribution assumption: employee only about $699,867 at 4% or $466,578 at 6%; with 50% employer match about $466,578 at 4% or $311,052 at 6%; with 100% employer match about $349,933 at 4% or $233,289 at 6%.
Center Square Asset Management 401(K) P/S Plan-3$185,275$83,984$27,995iApproximate average salary by contribution assumption: employee only about $699,867 at 4% or $466,578 at 6%; with 50% employer match about $466,578 at 4% or $311,052 at 6%; with 100% employer match about $349,933 at 4% or $233,289 at 6%.