SAMUEL S. FELS FUND
Plan context: SAMUEL S. FELS FUND RETIREMENT PLAN
EIN 23-1365325 • Philadelphia, PA • 36 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$800,760
2024 Contributions
$80,969
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 | 5 | $800,760 | $80,969 | $16,194iApproximate average salary by contribution assumption: employee only about $404,845 at 4% or $269,897 at 6%; with 50% employer match about $269,897 at 4% or $179,931 at 6%; with 100% employer match about $202,423 at 4% or $134,948 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 5 | $800,760 | $80,969 | $16,194iApproximate average salary by contribution assumption: employee only about $404,845 at 4% or $269,897 at 6%; with 50% employer match about $269,897 at 4% or $179,931 at 6%; with 100% employer match about $202,423 at 4% or $134,948 at 6%. |
| 2023 | 2 | 5 | $685,243 | $119,784 | $23,957iApproximate average salary by contribution assumption: employee only about $598,920 at 4% or $399,280 at 6%; with 50% employer match about $399,280 at 4% or $266,187 at 6%; with 100% employer match about $299,460 at 4% or $199,640 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 5 | $685,243 | $78,884 | $15,777iApproximate average salary by contribution assumption: employee only about $394,420 at 4% or $262,947 at 6%; with 50% employer match about $262,947 at 4% or $175,298 at 6%; with 100% employer match about $197,210 at 4% or $131,473 at 6%. |
| SAMUEL S FELS FUND RETIREMENT SAVINGS PLAN | - | 0 | $0 | $40,900 | - |
| 2022 | 2 | 4 | $762,155 | $110,550 | $27,638iApproximate average salary by contribution assumption: employee only about $690,938 at 4% or $460,625 at 6%; with 50% employer match about $460,625 at 4% or $307,083 at 6%; with 100% employer match about $345,469 at 4% or $230,313 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 4 | $574,627 | $73,750 | $18,438iApproximate average salary by contribution assumption: employee only about $460,938 at 4% or $307,292 at 6%; with 50% employer match about $307,292 at 4% or $204,861 at 6%; with 100% employer match about $230,469 at 4% or $153,646 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $187,528 | $36,800 | $36,800iApproximate average salary by contribution assumption: employee only about $920,000 at 4% or $613,333 at 6%; with 50% employer match about $613,333 at 4% or $408,889 at 6%; with 100% employer match about $460,000 at 4% or $306,667 at 6%. |
| 2021 | 2 | 4 | $683,792 | $94,662 | $23,666iApproximate average salary by contribution assumption: employee only about $591,638 at 4% or $394,425 at 6%; with 50% employer match about $394,425 at 4% or $262,950 at 6%; with 100% employer match about $295,819 at 4% or $197,213 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 4 | $515,804 | $64,662 | $16,166iApproximate average salary by contribution assumption: employee only about $404,138 at 4% or $269,425 at 6%; with 50% employer match about $269,425 at 4% or $179,617 at 6%; with 100% employer match about $202,069 at 4% or $134,713 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $167,988 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2020 | 2 | 4 | $565,390 | $77,092 | $19,273iApproximate average salary by contribution assumption: employee only about $481,825 at 4% or $321,217 at 6%; with 50% employer match about $321,217 at 4% or $214,144 at 6%; with 100% employer match about $240,913 at 4% or $160,608 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 4 | $437,101 | $60,051 | $15,013iApproximate average salary by contribution assumption: employee only about $375,319 at 4% or $250,213 at 6%; with 50% employer match about $250,213 at 4% or $166,808 at 6%; with 100% employer match about $187,659 at 4% or $125,106 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $128,289 | $17,041 | $17,041iApproximate average salary by contribution assumption: employee only about $426,025 at 4% or $284,017 at 6%; with 50% employer match about $284,017 at 4% or $189,344 at 6%; with 100% employer match about $213,013 at 4% or $142,008 at 6%. |
| 2019 | 2 | 3 | $447,719 | $67,678 | $22,559iApproximate average salary by contribution assumption: employee only about $563,983 at 4% or $375,989 at 6%; with 50% employer match about $375,989 at 4% or $250,659 at 6%; with 100% employer match about $281,992 at 4% or $187,994 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $347,827 | $54,238 | $18,079iApproximate average salary by contribution assumption: employee only about $451,983 at 4% or $301,322 at 6%; with 50% employer match about $301,322 at 4% or $200,881 at 6%; with 100% employer match about $225,992 at 4% or $150,661 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $99,892 | $13,440 | $13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%. |
| 2018 | 2 | 3 | $339,781 | $51,688 | $17,229iApproximate average salary by contribution assumption: employee only about $430,733 at 4% or $287,156 at 6%; with 50% employer match about $287,156 at 4% or $191,437 at 6%; with 100% employer match about $215,367 at 4% or $143,578 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $264,514 | $38,248 | $12,749iApproximate average salary by contribution assumption: employee only about $318,733 at 4% or $212,489 at 6%; with 50% employer match about $212,489 at 4% or $141,659 at 6%; with 100% employer match about $159,367 at 4% or $106,244 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $75,267 | $13,440 | $13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%. |
| 2017 | 2 | 3 | $293,877 | $51,620 | $17,207iApproximate average salary by contribution assumption: employee only about $430,167 at 4% or $286,778 at 6%; with 50% employer match about $286,778 at 4% or $191,185 at 6%; with 100% employer match about $215,083 at 4% or $143,389 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $229,399 | $38,180 | $12,727iApproximate average salary by contribution assumption: employee only about $318,167 at 4% or $212,111 at 6%; with 50% employer match about $212,111 at 4% or $141,407 at 6%; with 100% employer match about $159,083 at 4% or $106,056 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $64,478 | $13,440 | $13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%. |
| 2016 | 2 | 3 | $224,627 | $46,565 | $15,522iApproximate average salary by contribution assumption: employee only about $388,042 at 4% or $258,694 at 6%; with 50% employer match about $258,694 at 4% or $172,463 at 6%; with 100% employer match about $194,021 at 4% or $129,347 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $178,765 | $33,721 | $11,240iApproximate average salary by contribution assumption: employee only about $281,008 at 4% or $187,339 at 6%; with 50% employer match about $187,339 at 4% or $124,893 at 6%; with 100% employer match about $140,504 at 4% or $93,669 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $45,862 | $12,844 | $12,844iApproximate average salary by contribution assumption: employee only about $321,100 at 4% or $214,067 at 6%; with 50% employer match about $214,067 at 4% or $142,711 at 6%; with 100% employer match about $160,550 at 4% or $107,033 at 6%. |
| 2015 | 2 | 3 | $1,094,630 | $64,299 | $21,433iApproximate average salary by contribution assumption: employee only about $535,825 at 4% or $357,217 at 6%; with 50% employer match about $357,217 at 4% or $238,144 at 6%; with 100% employer match about $267,913 at 4% or $178,608 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $1,063,243 | $50,759 | $16,920iApproximate average salary by contribution assumption: employee only about $422,992 at 4% or $281,994 at 6%; with 50% employer match about $281,994 at 4% or $187,996 at 6%; with 100% employer match about $211,496 at 4% or $140,997 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $31,387 | $13,540 | $13,540iApproximate average salary by contribution assumption: employee only about $338,500 at 4% or $225,667 at 6%; with 50% employer match about $225,667 at 4% or $150,444 at 6%; with 100% employer match about $169,250 at 4% or $112,833 at 6%. |
| 2014 | 2 | 2 | $1,032,657 | $62,194 | $31,097iApproximate average salary by contribution assumption: employee only about $777,425 at 4% or $518,283 at 6%; with 50% employer match about $518,283 at 4% or $345,522 at 6%; with 100% employer match about $388,713 at 4% or $259,142 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 2 | $1,013,981 | $50,394 | $25,197iApproximate average salary by contribution assumption: employee only about $629,925 at 4% or $419,950 at 6%; with 50% employer match about $419,950 at 4% or $279,967 at 6%; with 100% employer match about $314,963 at 4% or $209,975 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $18,676 | $11,800 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| 2013 | 2 | 3 | $917,506 | $50,950 | $16,983iApproximate average salary by contribution assumption: employee only about $424,583 at 4% or $283,056 at 6%; with 50% employer match about $283,056 at 4% or $188,704 at 6%; with 100% employer match about $212,292 at 4% or $141,528 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $910,786 | $44,230 | $14,743iApproximate average salary by contribution assumption: employee only about $368,583 at 4% or $245,722 at 6%; with 50% employer match about $245,722 at 4% or $163,815 at 6%; with 100% employer match about $184,292 at 4% or $122,861 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT SAVINGS PLAN | - | 1 | $6,720 | $6,720 | $6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%. |
| 2012 | 1 | 2 | $781,041 | $63,654 | $31,827iApproximate average salary by contribution assumption: employee only about $795,675 at 4% or $530,450 at 6%; with 50% employer match about $530,450 at 4% or $353,633 at 6%; with 100% employer match about $397,838 at 4% or $265,225 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 2 | $781,041 | $63,654 | $31,827iApproximate average salary by contribution assumption: employee only about $795,675 at 4% or $530,450 at 6%; with 50% employer match about $530,450 at 4% or $353,633 at 6%; with 100% employer match about $397,838 at 4% or $265,225 at 6%. |
| 2011 | 1 | 3 | $699,572 | $63,519 | $21,173iApproximate average salary by contribution assumption: employee only about $529,325 at 4% or $352,883 at 6%; with 50% employer match about $352,883 at 4% or $235,256 at 6%; with 100% employer match about $264,663 at 4% or $176,442 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 3 | $699,572 | $63,519 | $21,173iApproximate average salary by contribution assumption: employee only about $529,325 at 4% or $352,883 at 6%; with 50% employer match about $352,883 at 4% or $235,256 at 6%; with 100% employer match about $264,663 at 4% or $176,442 at 6%. |
| 2010 | 1 | 4 | $659,070 | $62,917 | $15,729iApproximate average salary by contribution assumption: employee only about $393,231 at 4% or $262,154 at 6%; with 50% employer match about $262,154 at 4% or $174,769 at 6%; with 100% employer match about $196,616 at 4% or $131,077 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 4 | $659,070 | $62,917 | $15,729iApproximate average salary by contribution assumption: employee only about $393,231 at 4% or $262,154 at 6%; with 50% employer match about $262,154 at 4% or $174,769 at 6%; with 100% employer match about $196,616 at 4% or $131,077 at 6%. |
| 2009 | 1 | 4 | $582,107 | $64,894 | $16,224iApproximate average salary by contribution assumption: employee only about $405,588 at 4% or $270,392 at 6%; with 50% employer match about $270,392 at 4% or $180,261 at 6%; with 100% employer match about $202,794 at 4% or $135,196 at 6%. |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 4 | $582,107 | $64,894 | $16,224iApproximate average salary by contribution assumption: employee only about $405,588 at 4% or $270,392 at 6%; with 50% employer match about $270,392 at 4% or $180,261 at 6%; with 100% employer match about $202,794 at 4% or $135,196 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| SAMUEL S. FELS FUND RETIREMENT PLAN | - | 0 | - | - | - |