Cortese & Giangreco, P. C.
Plan context: Cortese & Giangreco, P. C. 401K Plan
EIN 22-2321615 • Pittsford, NY • 36 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
40
2022 Assets
$10,463,391
2022 Contributions
$48,878
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $48,878 | - |
| Cortese & Giangreco, P. C. 401K Plan | - | 0 | $0 | $48,878 | - |
| 2021 | 1 | 40 | $10,463,391 | $497,602 | $12,440iApproximate average salary by contribution assumption: employee only about $311,001 at 4% or $207,334 at 6%; with 50% employer match about $207,334 at 4% or $138,223 at 6%; with 100% employer match about $155,501 at 4% or $103,667 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 40 | $10,463,391 | $497,602 | $12,440iApproximate average salary by contribution assumption: employee only about $311,001 at 4% or $207,334 at 6%; with 50% employer match about $207,334 at 4% or $138,223 at 6%; with 100% employer match about $155,501 at 4% or $103,667 at 6%. |
| 2020 | 1 | 40 | $9,014,121 | $406,320 | $10,158iApproximate average salary by contribution assumption: employee only about $253,950 at 4% or $169,300 at 6%; with 50% employer match about $169,300 at 4% or $112,867 at 6%; with 100% employer match about $126,975 at 4% or $84,650 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 40 | $9,014,121 | $406,320 | $10,158iApproximate average salary by contribution assumption: employee only about $253,950 at 4% or $169,300 at 6%; with 50% employer match about $169,300 at 4% or $112,867 at 6%; with 100% employer match about $126,975 at 4% or $84,650 at 6%. |
| 2019 | 1 | 39 | $7,743,770 | $376,804 | $9,662iApproximate average salary by contribution assumption: employee only about $241,541 at 4% or $161,027 at 6%; with 50% employer match about $161,027 at 4% or $107,352 at 6%; with 100% employer match about $120,771 at 4% or $80,514 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 39 | $7,743,770 | $376,804 | $9,662iApproximate average salary by contribution assumption: employee only about $241,541 at 4% or $161,027 at 6%; with 50% employer match about $161,027 at 4% or $107,352 at 6%; with 100% employer match about $120,771 at 4% or $80,514 at 6%. |
| 2018 | 2 | 37 | $5,945,612 | $405,539 | $10,961iApproximate average salary by contribution assumption: employee only about $274,013 at 4% or $182,675 at 6%; with 50% employer match about $182,675 at 4% or $121,783 at 6%; with 100% employer match about $137,006 at 4% or $91,338 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 37 | $5,945,612 | $405,539 | $10,961iApproximate average salary by contribution assumption: employee only about $274,013 at 4% or $182,675 at 6%; with 50% employer match about $182,675 at 4% or $121,783 at 6%; with 100% employer match about $137,006 at 4% or $91,338 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 39 | $8,542,260 | $424,920 | $10,895iApproximate average salary by contribution assumption: employee only about $272,385 at 4% or $181,590 at 6%; with 50% employer match about $181,590 at 4% or $121,060 at 6%; with 100% employer match about $136,192 at 4% or $90,795 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 39 | $5,980,838 | $424,920 | $10,895iApproximate average salary by contribution assumption: employee only about $272,385 at 4% or $181,590 at 6%; with 50% employer match about $181,590 at 4% or $121,060 at 6%; with 100% employer match about $136,192 at 4% or $90,795 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 38 | $2,561,422 | $0 | - |
| 2016 | 2 | 39 | $7,559,371 | $471,665 | $12,094iApproximate average salary by contribution assumption: employee only about $302,349 at 4% or $201,566 at 6%; with 50% employer match about $201,566 at 4% or $134,377 at 6%; with 100% employer match about $151,175 at 4% or $100,783 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 37 | $4,752,663 | $392,590 | $10,611iApproximate average salary by contribution assumption: employee only about $265,264 at 4% or $176,842 at 6%; with 50% employer match about $176,842 at 4% or $117,895 at 6%; with 100% employer match about $132,632 at 4% or $88,421 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 39 | $2,806,708 | $79,075 | $2,028iApproximate average salary by contribution assumption: employee only about $50,689 at 4% or $33,793 at 6%; with 50% employer match about $33,793 at 4% or $22,528 at 6%; with 100% employer match about $25,345 at 4% or $16,896 at 6%. |
| 2015 | 2 | 37 | $6,365,228 | $452,262 | $12,223iApproximate average salary by contribution assumption: employee only about $305,582 at 4% or $203,722 at 6%; with 50% employer match about $203,722 at 4% or $135,814 at 6%; with 100% employer match about $152,791 at 4% or $101,861 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 35 | $4,065,469 | $291,355 | $8,324iApproximate average salary by contribution assumption: employee only about $208,111 at 4% or $138,740 at 6%; with 50% employer match about $138,740 at 4% or $92,494 at 6%; with 100% employer match about $104,055 at 4% or $69,370 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 37 | $2,299,759 | $160,907 | $4,349iApproximate average salary by contribution assumption: employee only about $108,721 at 4% or $72,481 at 6%; with 50% employer match about $72,481 at 4% or $48,320 at 6%; with 100% employer match about $54,360 at 4% or $36,240 at 6%. |
| 2014 | 2 | 38 | $5,868,001 | $544,553 | $14,330iApproximate average salary by contribution assumption: employee only about $358,259 at 4% or $238,839 at 6%; with 50% employer match about $238,839 at 4% or $159,226 at 6%; with 100% employer match about $179,129 at 4% or $119,420 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 31 | $3,829,252 | $283,514 | $9,146iApproximate average salary by contribution assumption: employee only about $228,640 at 4% or $152,427 at 6%; with 50% employer match about $152,427 at 4% or $101,618 at 6%; with 100% employer match about $114,320 at 4% or $76,213 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 38 | $2,038,749 | $261,039 | $6,869iApproximate average salary by contribution assumption: employee only about $171,736 at 4% or $114,491 at 6%; with 50% employer match about $114,491 at 4% or $76,327 at 6%; with 100% employer match about $85,868 at 4% or $57,245 at 6%. |
| 2013 | 2 | 31 | $5,521,495 | $368,303 | $11,881iApproximate average salary by contribution assumption: employee only about $297,019 at 4% or $198,012 at 6%; with 50% employer match about $198,012 at 4% or $132,008 at 6%; with 100% employer match about $148,509 at 4% or $99,006 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 29 | $3,682,169 | $268,071 | $9,244iApproximate average salary by contribution assumption: employee only about $231,096 at 4% or $154,064 at 6%; with 50% employer match about $154,064 at 4% or $102,709 at 6%; with 100% employer match about $115,548 at 4% or $77,032 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 31 | $1,839,326 | $100,232 | $3,233iApproximate average salary by contribution assumption: employee only about $80,832 at 4% or $53,888 at 6%; with 50% employer match about $53,888 at 4% or $35,925 at 6%; with 100% employer match about $40,416 at 4% or $26,944 at 6%. |
| 2012 | 2 | 29 | $4,837,395 | $417,823 | $14,408iApproximate average salary by contribution assumption: employee only about $360,192 at 4% or $240,128 at 6%; with 50% employer match about $240,128 at 4% or $160,085 at 6%; with 100% employer match about $180,096 at 4% or $120,064 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 27 | $3,118,217 | $285,444 | $10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 29 | $1,719,178 | $132,379 | $4,565iApproximate average salary by contribution assumption: employee only about $114,120 at 4% or $76,080 at 6%; with 50% employer match about $76,080 at 4% or $50,720 at 6%; with 100% employer match about $57,060 at 4% or $38,040 at 6%. |
| 2011 | 2 | 27 | $3,950,645 | $375,500 | $13,907iApproximate average salary by contribution assumption: employee only about $347,685 at 4% or $231,790 at 6%; with 50% employer match about $231,790 at 4% or $154,527 at 6%; with 100% employer match about $173,843 at 4% or $115,895 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 25 | $2,576,462 | $240,231 | $9,609iApproximate average salary by contribution assumption: employee only about $240,231 at 4% or $160,154 at 6%; with 50% employer match about $160,154 at 4% or $106,769 at 6%; with 100% employer match about $120,116 at 4% or $80,077 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 27 | $1,374,183 | $135,269 | $5,010iApproximate average salary by contribution assumption: employee only about $125,249 at 4% or $83,499 at 6%; with 50% employer match about $83,499 at 4% or $55,666 at 6%; with 100% employer match about $62,625 at 4% or $41,750 at 6%. |
| 2010 | 2 | 25 | $3,554,910 | $308,051 | $12,322iApproximate average salary by contribution assumption: employee only about $308,051 at 4% or $205,367 at 6%; with 50% employer match about $205,367 at 4% or $136,912 at 6%; with 100% employer match about $154,026 at 4% or $102,684 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 21 | $2,391,503 | $183,142 | $8,721iApproximate average salary by contribution assumption: employee only about $218,026 at 4% or $145,351 at 6%; with 50% employer match about $145,351 at 4% or $96,901 at 6%; with 100% employer match about $109,013 at 4% or $72,675 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 25 | $1,163,407 | $124,909 | $4,996iApproximate average salary by contribution assumption: employee only about $124,909 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,515 at 6%; with 100% employer match about $62,454 at 4% or $41,636 at 6%. |
| 2009 | 2 | 21 | $3,131,145 | $328,816 | $15,658iApproximate average salary by contribution assumption: employee only about $391,448 at 4% or $260,965 at 6%; with 50% employer match about $260,965 at 4% or $173,977 at 6%; with 100% employer match about $195,724 at 4% or $130,483 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 21 | $2,113,094 | $175,605 | $8,362iApproximate average salary by contribution assumption: employee only about $209,054 at 4% or $139,369 at 6%; with 50% employer match about $139,369 at 4% or $92,913 at 6%; with 100% employer match about $104,527 at 4% or $69,685 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 21 | $1,018,051 | $153,211 | $7,296iApproximate average salary by contribution assumption: employee only about $182,394 at 4% or $121,596 at 6%; with 50% employer match about $121,596 at 4% or $81,064 at 6%; with 100% employer match about $91,197 at 4% or $60,798 at 6%. |
| 2008 | 2 | 22 | $1,567,704 | $181,109 | $8,232iApproximate average salary by contribution assumption: employee only about $205,806 at 4% or $137,204 at 6%; with 50% employer match about $137,204 at 4% or $91,469 at 6%; with 100% employer match about $102,903 at 4% or $68,602 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 22 | $1,567,704 | $181,109 | $8,232iApproximate average salary by contribution assumption: employee only about $205,806 at 4% or $137,204 at 6%; with 50% employer match about $137,204 at 4% or $91,469 at 6%; with 100% employer match about $102,903 at 4% or $68,602 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 21 | - | - | - |
| 2007 | 2 | 22 | $2,252,825 | $175,205 | $7,964iApproximate average salary by contribution assumption: employee only about $199,097 at 4% or $132,731 at 6%; with 50% employer match about $132,731 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,366 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 22 | $2,252,825 | $175,205 | $7,964iApproximate average salary by contribution assumption: employee only about $199,097 at 4% or $132,731 at 6%; with 50% employer match about $132,731 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,366 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 21 | - | - | - |
| 2006 | 2 | 20 | $2,167,439 | $368,481 | $18,424iApproximate average salary by contribution assumption: employee only about $460,601 at 4% or $307,068 at 6%; with 50% employer match about $307,068 at 4% or $204,712 at 6%; with 100% employer match about $230,301 at 4% or $153,534 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 20 | $1,975,801 | $176,843 | $8,842iApproximate average salary by contribution assumption: employee only about $221,054 at 4% or $147,369 at 6%; with 50% employer match about $147,369 at 4% or $98,246 at 6%; with 100% employer match about $110,527 at 4% or $73,685 at 6%. |
| Cortese & Giangreco PC. Defined Benefit Pension Plan | - | 20 | $191,638 | $191,638 | $9,582iApproximate average salary by contribution assumption: employee only about $239,548 at 4% or $159,698 at 6%; with 50% employer match about $159,698 at 4% or $106,466 at 6%; with 100% employer match about $119,774 at 4% or $79,849 at 6%. |
| 2005 | 1 | 17 | $1,559,458 | $182,086 | $10,711iApproximate average salary by contribution assumption: employee only about $267,774 at 4% or $178,516 at 6%; with 50% employer match about $178,516 at 4% or $119,010 at 6%; with 100% employer match about $133,887 at 4% or $89,258 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 17 | $1,559,458 | $182,086 | $10,711iApproximate average salary by contribution assumption: employee only about $267,774 at 4% or $178,516 at 6%; with 50% employer match about $178,516 at 4% or $119,010 at 6%; with 100% employer match about $133,887 at 4% or $89,258 at 6%. |
| 2004 | 1 | 17 | $1,321,771 | $167,909 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 17 | $1,321,771 | $167,909 | $9,877iApproximate average salary by contribution assumption: employee only about $246,925 at 4% or $164,617 at 6%; with 50% employer match about $164,617 at 4% or $109,744 at 6%; with 100% employer match about $123,463 at 4% or $82,308 at 6%. |
| 2003 | 1 | 17 | $1,030,834 | $139,690 | $8,217iApproximate average salary by contribution assumption: employee only about $205,426 at 4% or $136,951 at 6%; with 50% employer match about $136,951 at 4% or $91,301 at 6%; with 100% employer match about $102,713 at 4% or $68,475 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 17 | $1,030,834 | $139,690 | $8,217iApproximate average salary by contribution assumption: employee only about $205,426 at 4% or $136,951 at 6%; with 50% employer match about $136,951 at 4% or $91,301 at 6%; with 100% employer match about $102,713 at 4% or $68,475 at 6%. |
| 2002 | 1 | 15 | $670,999 | $136,026 | $9,068iApproximate average salary by contribution assumption: employee only about $226,710 at 4% or $151,140 at 6%; with 50% employer match about $151,140 at 4% or $100,760 at 6%; with 100% employer match about $113,355 at 4% or $75,570 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 15 | $670,999 | $136,026 | $9,068iApproximate average salary by contribution assumption: employee only about $226,710 at 4% or $151,140 at 6%; with 50% employer match about $151,140 at 4% or $100,760 at 6%; with 100% employer match about $113,355 at 4% or $75,570 at 6%. |
| 2001 | 1 | 0 | $693,783 | $96,566 | - |
| Cortese & Giangreco, P. C. 401K Plan | - | 0 | $693,783 | $96,566 | - |
| 1999 | 1 | 14 | $664,231 | $89,849 | $6,418iApproximate average salary by contribution assumption: employee only about $160,445 at 4% or $106,963 at 6%; with 50% employer match about $106,963 at 4% or $71,309 at 6%; with 100% employer match about $80,222 at 4% or $53,482 at 6%. |
| Cortese & Giangreco, P. C. 401K Plan | - | 14 | $664,231 | $89,849 | $6,418iApproximate average salary by contribution assumption: employee only about $160,445 at 4% or $106,963 at 6%; with 50% employer match about $106,963 at 4% or $71,309 at 6%; with 100% employer match about $80,222 at 4% or $53,482 at 6%. |