Civic Intelligence

Proto & Loskey, CPA LLC

Plan context: Proto & Loskey 401(K) Profit Sharing Plan

EIN 20-4042890 • Olean, NY • 19 filings • 3 plans

115 Times Sq, P.O. Box 434Olean, NY 14760
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,716,845

2024 Contributions

$102,808

Historical Graphs

Total Assets Over Time

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

$4,716,845$2,358,423$0200620162024YearValue
$4,716,845Latest year 2024

Participants Over Time

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

1370200620152024YearValue
8Latest 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
202418$4,716,845$102,808$12,851iApproximate average salary by contribution assumption: employee only about $321,275 at 4% or $214,183 at 6%; with 50% employer match about $214,183 at 4% or $142,789 at 6%; with 100% employer match about $160,638 at 4% or $107,092 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-8$4,716,845$102,808$12,851iApproximate average salary by contribution assumption: employee only about $321,275 at 4% or $214,183 at 6%; with 50% employer match about $214,183 at 4% or $142,789 at 6%; with 100% employer match about $160,638 at 4% or $107,092 at 6%.
202319$3,963,664$74,975$8,331iApproximate average salary by contribution assumption: employee only about $208,264 at 4% or $138,843 at 6%; with 50% employer match about $138,843 at 4% or $92,562 at 6%; with 100% employer match about $104,132 at 4% or $69,421 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-9$3,963,664$74,975$8,331iApproximate average salary by contribution assumption: employee only about $208,264 at 4% or $138,843 at 6%; with 50% employer match about $138,843 at 4% or $92,562 at 6%; with 100% employer match about $104,132 at 4% or $69,421 at 6%.
202219$3,584,034$116,323$12,925iApproximate average salary by contribution assumption: employee only about $323,119 at 4% or $215,413 at 6%; with 50% employer match about $215,413 at 4% or $143,609 at 6%; with 100% employer match about $161,560 at 4% or $107,706 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-9$3,584,034$116,323$12,925iApproximate average salary by contribution assumption: employee only about $323,119 at 4% or $215,413 at 6%; with 50% employer match about $215,413 at 4% or $143,609 at 6%; with 100% employer match about $161,560 at 4% or $107,706 at 6%.
2021110$4,312,756$112,939$11,294iApproximate average salary by contribution assumption: employee only about $282,348 at 4% or $188,232 at 6%; with 50% employer match about $188,232 at 4% or $125,488 at 6%; with 100% employer match about $141,174 at 4% or $94,116 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-10$4,312,756$112,939$11,294iApproximate average salary by contribution assumption: employee only about $282,348 at 4% or $188,232 at 6%; with 50% employer match about $188,232 at 4% or $125,488 at 6%; with 100% employer match about $141,174 at 4% or $94,116 at 6%.
2020110$3,648,323$124,857$12,486iApproximate average salary by contribution assumption: employee only about $312,143 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,048 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-10$3,648,323$124,857$12,486iApproximate average salary by contribution assumption: employee only about $312,143 at 4% or $208,095 at 6%; with 50% employer match about $208,095 at 4% or $138,730 at 6%; with 100% employer match about $156,071 at 4% or $104,048 at 6%.
2019111$3,357,662$119,279$10,844iApproximate average salary by contribution assumption: employee only about $271,089 at 4% or $180,726 at 6%; with 50% employer match about $180,726 at 4% or $120,484 at 6%; with 100% employer match about $135,544 at 4% or $90,363 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-11$3,357,662$119,279$10,844iApproximate average salary by contribution assumption: employee only about $271,089 at 4% or $180,726 at 6%; with 50% employer match about $180,726 at 4% or $120,484 at 6%; with 100% employer match about $135,544 at 4% or $90,363 at 6%.
2018111$2,773,206$116,009$10,546iApproximate average salary by contribution assumption: employee only about $263,657 at 4% or $175,771 at 6%; with 50% employer match about $175,771 at 4% or $117,181 at 6%; with 100% employer match about $131,828 at 4% or $87,886 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-11$2,773,206$116,009$10,546iApproximate average salary by contribution assumption: employee only about $263,657 at 4% or $175,771 at 6%; with 50% employer match about $175,771 at 4% or $117,181 at 6%; with 100% employer match about $131,828 at 4% or $87,886 at 6%.
2017110$2,808,390$114,552$11,455iApproximate average salary by contribution assumption: employee only about $286,380 at 4% or $190,920 at 6%; with 50% employer match about $190,920 at 4% or $127,280 at 6%; with 100% employer match about $143,190 at 4% or $95,460 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-10$2,808,390$114,552$11,455iApproximate average salary by contribution assumption: employee only about $286,380 at 4% or $190,920 at 6%; with 50% employer match about $190,920 at 4% or $127,280 at 6%; with 100% employer match about $143,190 at 4% or $95,460 at 6%.
2016111$2,685,885$111,328$10,121iApproximate average salary by contribution assumption: employee only about $253,018 at 4% or $168,679 at 6%; with 50% employer match about $168,679 at 4% or $112,453 at 6%; with 100% employer match about $126,509 at 4% or $84,339 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-11$2,685,885$111,328$10,121iApproximate average salary by contribution assumption: employee only about $253,018 at 4% or $168,679 at 6%; with 50% employer match about $168,679 at 4% or $112,453 at 6%; with 100% employer match about $126,509 at 4% or $84,339 at 6%.
2015111$2,391,737$112,859$10,260iApproximate average salary by contribution assumption: employee only about $256,498 at 4% or $170,998 at 6%; with 50% employer match about $170,998 at 4% or $113,999 at 6%; with 100% employer match about $128,249 at 4% or $85,499 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-11$2,391,737$112,859$10,260iApproximate average salary by contribution assumption: employee only about $256,498 at 4% or $170,998 at 6%; with 50% employer match about $170,998 at 4% or $113,999 at 6%; with 100% employer match about $128,249 at 4% or $85,499 at 6%.
2014110$2,250,638$96,635$9,664iApproximate average salary by contribution assumption: employee only about $241,588 at 4% or $161,058 at 6%; with 50% employer match about $161,058 at 4% or $107,372 at 6%; with 100% employer match about $120,794 at 4% or $80,529 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-10$2,250,638$96,635$9,664iApproximate average salary by contribution assumption: employee only about $241,588 at 4% or $161,058 at 6%; with 50% employer match about $161,058 at 4% or $107,372 at 6%; with 100% employer match about $120,794 at 4% or $80,529 at 6%.
2013110$2,050,144$87,816$8,782iApproximate average salary by contribution assumption: employee only about $219,540 at 4% or $146,360 at 6%; with 50% employer match about $146,360 at 4% or $97,573 at 6%; with 100% employer match about $109,770 at 4% or $73,180 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-10$2,050,144$87,816$8,782iApproximate average salary by contribution assumption: employee only about $219,540 at 4% or $146,360 at 6%; with 50% employer match about $146,360 at 4% or $97,573 at 6%; with 100% employer match about $109,770 at 4% or $73,180 at 6%.
2012111$1,564,445$91,007$8,273iApproximate average salary by contribution assumption: employee only about $206,834 at 4% or $137,889 at 6%; with 50% employer match about $137,889 at 4% or $91,926 at 6%; with 100% employer match about $103,417 at 4% or $68,945 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-11$1,564,445$91,007$8,273iApproximate average salary by contribution assumption: employee only about $206,834 at 4% or $137,889 at 6%; with 50% employer match about $137,889 at 4% or $91,926 at 6%; with 100% employer match about $103,417 at 4% or $68,945 at 6%.
2011112$1,260,400$93,334$7,778iApproximate average salary by contribution assumption: employee only about $194,446 at 4% or $129,631 at 6%; with 50% employer match about $129,631 at 4% or $86,420 at 6%; with 100% employer match about $97,223 at 4% or $64,815 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-12$1,260,400$93,334$7,778iApproximate average salary by contribution assumption: employee only about $194,446 at 4% or $129,631 at 6%; with 50% employer match about $129,631 at 4% or $86,420 at 6%; with 100% employer match about $97,223 at 4% or $64,815 at 6%.
2010113$1,767,194$86,906$6,685iApproximate average salary by contribution assumption: employee only about $167,127 at 4% or $111,418 at 6%; with 50% employer match about $111,418 at 4% or $74,279 at 6%; with 100% employer match about $83,563 at 4% or $55,709 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-13$1,767,194$86,906$6,685iApproximate average salary by contribution assumption: employee only about $167,127 at 4% or $111,418 at 6%; with 50% employer match about $111,418 at 4% or $74,279 at 6%; with 100% employer match about $83,563 at 4% or $55,709 at 6%.
2009113$1,495,895$78,981$6,075iApproximate average salary by contribution assumption: employee only about $151,887 at 4% or $101,258 at 6%; with 50% employer match about $101,258 at 4% or $67,505 at 6%; with 100% employer match about $75,943 at 4% or $50,629 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-13$1,495,895$78,981$6,075iApproximate average salary by contribution assumption: employee only about $151,887 at 4% or $101,258 at 6%; with 50% employer match about $101,258 at 4% or $67,505 at 6%; with 100% employer match about $75,943 at 4% or $50,629 at 6%.
200819$1,063,919$83,485$9,276iApproximate average salary by contribution assumption: employee only about $231,903 at 4% or $154,602 at 6%; with 50% employer match about $154,602 at 4% or $103,068 at 6%; with 100% employer match about $115,951 at 4% or $77,301 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-9$1,063,919$83,485$9,276iApproximate average salary by contribution assumption: employee only about $231,903 at 4% or $154,602 at 6%; with 50% employer match about $154,602 at 4% or $103,068 at 6%; with 100% employer match about $115,951 at 4% or $77,301 at 6%.
200718$0$0-
Proto & Loskey 401(K) Profit Sharing Plan-8---
200618$1,528,810$1,377,853$172,232iApproximate average salary by contribution assumption: employee only about $4,305,791 at 4% or $2,870,527 at 6%; with 50% employer match about $2,870,527 at 4% or $1,913,685 at 6%; with 100% employer match about $2,152,895 at 4% or $1,435,264 at 6%.
Proto & Loskey 401(K) Profit Sharing Plan-8$1,528,810$1,377,853$172,232iApproximate average salary by contribution assumption: employee only about $4,305,791 at 4% or $2,870,527 at 6%; with 50% employer match about $2,870,527 at 4% or $1,913,685 at 6%; with 100% employer match about $2,152,895 at 4% or $1,435,264 at 6%.