DONALD A. PUSEY, INC.
Plan context: FILMORE 401(K) RETIREMENT PLAN
EIN 23-2300685 • Sanatoga, PA • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
44
2025 Assets
$6,745,508
2025 Contributions
$308,369
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 44 | $6,745,508 | $308,369 | $7,008iApproximate average salary by contribution assumption: employee only about $175,210 at 4% or $116,806 at 6%; with 50% employer match about $116,806 at 4% or $77,871 at 6%; with 100% employer match about $87,605 at 4% or $58,403 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 44 | $6,745,508 | $308,369 | $7,008iApproximate average salary by contribution assumption: employee only about $175,210 at 4% or $116,806 at 6%; with 50% employer match about $116,806 at 4% or $77,871 at 6%; with 100% employer match about $87,605 at 4% or $58,403 at 6%. |
| 2024 | 1 | 44 | $6,772,041 | $286,143 | $6,503iApproximate average salary by contribution assumption: employee only about $162,581 at 4% or $108,388 at 6%; with 50% employer match about $108,388 at 4% or $72,258 at 6%; with 100% employer match about $81,291 at 4% or $54,194 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 44 | $6,772,041 | $286,143 | $6,503iApproximate average salary by contribution assumption: employee only about $162,581 at 4% or $108,388 at 6%; with 50% employer match about $108,388 at 4% or $72,258 at 6%; with 100% employer match about $81,291 at 4% or $54,194 at 6%. |
| 2023 | 1 | 48 | $6,104,596 | $318,605 | $6,638iApproximate average salary by contribution assumption: employee only about $165,940 at 4% or $110,627 at 6%; with 50% employer match about $110,627 at 4% or $73,751 at 6%; with 100% employer match about $82,970 at 4% or $55,313 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 48 | $6,104,596 | $318,605 | $6,638iApproximate average salary by contribution assumption: employee only about $165,940 at 4% or $110,627 at 6%; with 50% employer match about $110,627 at 4% or $73,751 at 6%; with 100% employer match about $82,970 at 4% or $55,313 at 6%. |
| 2022 | 1 | 46 | $5,723,519 | $314,775 | $6,843iApproximate average salary by contribution assumption: employee only about $171,073 at 4% or $114,049 at 6%; with 50% employer match about $114,049 at 4% or $76,033 at 6%; with 100% employer match about $85,537 at 4% or $57,024 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 46 | $5,723,519 | $314,775 | $6,843iApproximate average salary by contribution assumption: employee only about $171,073 at 4% or $114,049 at 6%; with 50% employer match about $114,049 at 4% or $76,033 at 6%; with 100% employer match about $85,537 at 4% or $57,024 at 6%. |
| 2021 | 1 | 46 | $7,006,943 | $298,855 | $6,497iApproximate average salary by contribution assumption: employee only about $162,421 at 4% or $108,281 at 6%; with 50% employer match about $108,281 at 4% or $72,187 at 6%; with 100% employer match about $81,211 at 4% or $54,140 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 46 | $7,006,943 | $298,855 | $6,497iApproximate average salary by contribution assumption: employee only about $162,421 at 4% or $108,281 at 6%; with 50% employer match about $108,281 at 4% or $72,187 at 6%; with 100% employer match about $81,211 at 4% or $54,140 at 6%. |
| 2020 | 1 | 45 | $6,272,434 | $279,255 | $6,206iApproximate average salary by contribution assumption: employee only about $155,142 at 4% or $103,428 at 6%; with 50% employer match about $103,428 at 4% or $68,952 at 6%; with 100% employer match about $77,571 at 4% or $51,714 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 45 | $6,272,434 | $279,255 | $6,206iApproximate average salary by contribution assumption: employee only about $155,142 at 4% or $103,428 at 6%; with 50% employer match about $103,428 at 4% or $68,952 at 6%; with 100% employer match about $77,571 at 4% or $51,714 at 6%. |
| 2019 | 1 | 45 | $5,544,429 | $284,934 | $6,332iApproximate average salary by contribution assumption: employee only about $158,297 at 4% or $105,531 at 6%; with 50% employer match about $105,531 at 4% or $70,354 at 6%; with 100% employer match about $79,148 at 4% or $52,766 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 45 | $5,544,429 | $284,934 | $6,332iApproximate average salary by contribution assumption: employee only about $158,297 at 4% or $105,531 at 6%; with 50% employer match about $105,531 at 4% or $70,354 at 6%; with 100% employer match about $79,148 at 4% or $52,766 at 6%. |
| 2018 | 1 | 47 | $4,531,975 | $252,441 | $5,371iApproximate average salary by contribution assumption: employee only about $134,277 at 4% or $89,518 at 6%; with 50% employer match about $89,518 at 4% or $59,679 at 6%; with 100% employer match about $67,139 at 4% or $44,759 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 47 | $4,531,975 | $252,441 | $5,371iApproximate average salary by contribution assumption: employee only about $134,277 at 4% or $89,518 at 6%; with 50% employer match about $89,518 at 4% or $59,679 at 6%; with 100% employer match about $67,139 at 4% or $44,759 at 6%. |
| 2017 | 1 | 41 | $4,655,713 | $250,178 | $6,102iApproximate average salary by contribution assumption: employee only about $152,548 at 4% or $101,698 at 6%; with 50% employer match about $101,698 at 4% or $67,799 at 6%; with 100% employer match about $76,274 at 4% or $50,849 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 41 | $4,655,713 | $250,178 | $6,102iApproximate average salary by contribution assumption: employee only about $152,548 at 4% or $101,698 at 6%; with 50% employer match about $101,698 at 4% or $67,799 at 6%; with 100% employer match about $76,274 at 4% or $50,849 at 6%. |
| 2016 | 1 | 45 | $4,013,635 | $225,660 | $5,015iApproximate average salary by contribution assumption: employee only about $125,367 at 4% or $83,578 at 6%; with 50% employer match about $83,578 at 4% or $55,719 at 6%; with 100% employer match about $62,683 at 4% or $41,789 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 45 | $4,013,635 | $225,660 | $5,015iApproximate average salary by contribution assumption: employee only about $125,367 at 4% or $83,578 at 6%; with 50% employer match about $83,578 at 4% or $55,719 at 6%; with 100% employer match about $62,683 at 4% or $41,789 at 6%. |
| 2015 | 1 | 44 | $3,703,907 | $235,417 | $5,350iApproximate average salary by contribution assumption: employee only about $133,760 at 4% or $89,173 at 6%; with 50% employer match about $89,173 at 4% or $59,449 at 6%; with 100% employer match about $66,880 at 4% or $44,587 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 44 | $3,703,907 | $235,417 | $5,350iApproximate average salary by contribution assumption: employee only about $133,760 at 4% or $89,173 at 6%; with 50% employer match about $89,173 at 4% or $59,449 at 6%; with 100% employer match about $66,880 at 4% or $44,587 at 6%. |
| 2014 | 1 | 43 | $3,641,181 | $199,941 | $4,650iApproximate average salary by contribution assumption: employee only about $116,245 at 4% or $77,497 at 6%; with 50% employer match about $77,497 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 43 | $3,641,181 | $199,941 | $4,650iApproximate average salary by contribution assumption: employee only about $116,245 at 4% or $77,497 at 6%; with 50% employer match about $77,497 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| 2013 | 1 | 44 | $3,669,159 | $197,451 | $4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 44 | $3,669,159 | $197,451 | $4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%. |
| 2012 | 1 | 43 | $2,953,945 | $181,814 | $4,228iApproximate average salary by contribution assumption: employee only about $105,706 at 4% or $70,471 at 6%; with 50% employer match about $70,471 at 4% or $46,980 at 6%; with 100% employer match about $52,853 at 4% or $35,235 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 43 | $2,953,945 | $181,814 | $4,228iApproximate average salary by contribution assumption: employee only about $105,706 at 4% or $70,471 at 6%; with 50% employer match about $70,471 at 4% or $46,980 at 6%; with 100% employer match about $52,853 at 4% or $35,235 at 6%. |
| 2011 | 1 | 43 | $2,507,090 | $178,208 | $4,144iApproximate average salary by contribution assumption: employee only about $103,609 at 4% or $69,073 at 6%; with 50% employer match about $69,073 at 4% or $46,049 at 6%; with 100% employer match about $51,805 at 4% or $34,536 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 43 | $2,507,090 | $178,208 | $4,144iApproximate average salary by contribution assumption: employee only about $103,609 at 4% or $69,073 at 6%; with 50% employer match about $69,073 at 4% or $46,049 at 6%; with 100% employer match about $51,805 at 4% or $34,536 at 6%. |
| 2010 | 1 | 43 | $2,453,428 | $200,445 | $4,662iApproximate average salary by contribution assumption: employee only about $116,538 at 4% or $77,692 at 6%; with 50% employer match about $77,692 at 4% or $51,795 at 6%; with 100% employer match about $58,269 at 4% or $38,846 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 43 | $2,453,428 | $200,445 | $4,662iApproximate average salary by contribution assumption: employee only about $116,538 at 4% or $77,692 at 6%; with 50% employer match about $77,692 at 4% or $51,795 at 6%; with 100% employer match about $58,269 at 4% or $38,846 at 6%. |
| 2009 | 1 | 43 | $1,996,622 | $211,832 | $4,926iApproximate average salary by contribution assumption: employee only about $123,158 at 4% or $82,105 at 6%; with 50% employer match about $82,105 at 4% or $54,737 at 6%; with 100% employer match about $61,579 at 4% or $41,053 at 6%. |
| FILMORE 401(K) RETIREMENT PLAN | - | 43 | $1,996,622 | $211,832 | $4,926iApproximate average salary by contribution assumption: employee only about $123,158 at 4% or $82,105 at 6%; with 50% employer match about $82,105 at 4% or $54,737 at 6%; with 100% employer match about $61,579 at 4% or $41,053 at 6%. |
| 2008 | 1 | 59 | $0 | $0 | - |
| FILMORE 401K RETIREMENT PLAN | - | 59 | - | - | - |
| 2007 | 1 | 53 | $0 | $0 | - |
| FILMORE 401K RETIREMENT PLAN | - | 53 | - | - | - |
| 2006 | 1 | 53 | $1,583,146 | $284,144 | $5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,353 at 6%; with 50% employer match about $89,353 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%. |
| FILMORE 401K RETIREMENT PLAN | - | 53 | $1,583,146 | $284,144 | $5,361iApproximate average salary by contribution assumption: employee only about $134,030 at 4% or $89,353 at 6%; with 50% employer match about $89,353 at 4% or $59,569 at 6%; with 100% employer match about $67,015 at 4% or $44,677 at 6%. |
| 2005 | 1 | 50 | $1,158,256 | $272,450 | $5,449iApproximate average salary by contribution assumption: employee only about $136,225 at 4% or $90,817 at 6%; with 50% employer match about $90,817 at 4% or $60,544 at 6%; with 100% employer match about $68,113 at 4% or $45,408 at 6%. |
| FILMORE 401K RETIREMENT PLAN | - | 50 | $1,158,256 | $272,450 | $5,449iApproximate average salary by contribution assumption: employee only about $136,225 at 4% or $90,817 at 6%; with 50% employer match about $90,817 at 4% or $60,544 at 6%; with 100% employer match about $68,113 at 4% or $45,408 at 6%. |
| 2004 | 1 | 47 | $879,222 | $245,934 | $5,233iApproximate average salary by contribution assumption: employee only about $130,816 at 4% or $87,211 at 6%; with 50% employer match about $87,211 at 4% or $58,140 at 6%; with 100% employer match about $65,408 at 4% or $43,605 at 6%. |
| FILMORE 401K RETIREMENT PLAN | - | 47 | $879,222 | $245,934 | $5,233iApproximate average salary by contribution assumption: employee only about $130,816 at 4% or $87,211 at 6%; with 50% employer match about $87,211 at 4% or $58,140 at 6%; with 100% employer match about $65,408 at 4% or $43,605 at 6%. |
| 2003 | 1 | 46 | $561,228 | $204,864 | $4,454iApproximate average salary by contribution assumption: employee only about $111,339 at 4% or $74,226 at 6%; with 50% employer match about $74,226 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%. |
| FILMORE 401K RETIREMENT PLAN | - | 46 | $561,228 | $204,864 | $4,454iApproximate average salary by contribution assumption: employee only about $111,339 at 4% or $74,226 at 6%; with 50% employer match about $74,226 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%. |
| 2002 | 1 | 38 | $0 | $0 | - |
| FILMORE 401K RETIREMENT PLAN | - | 38 | - | - | - |
| 2001 | 1 | 33 | $0 | $0 | - |
| FILMORE 401K RETIREMENT PLAN | - | 33 | - | - | - |