Joanne Hudson Associates Ltd
Plan context: Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust
EIN 23-2419366 • Philadelphia, PA • 26 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$4,186,763
2024 Contributions
$135,235
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 | 11 | $4,186,763 | $135,235 | $12,294iApproximate average salary by contribution assumption: employee only about $307,352 at 4% or $204,902 at 6%; with 50% employer match about $204,902 at 4% or $136,601 at 6%; with 100% employer match about $153,676 at 4% or $102,451 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 11 | $4,186,763 | $135,235 | $12,294iApproximate average salary by contribution assumption: employee only about $307,352 at 4% or $204,902 at 6%; with 50% employer match about $204,902 at 4% or $136,601 at 6%; with 100% employer match about $153,676 at 4% or $102,451 at 6%. |
| 2023 | 1 | 13 | $3,770,840 | $131,998 | $10,154iApproximate average salary by contribution assumption: employee only about $253,842 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $3,770,840 | $131,998 | $10,154iApproximate average salary by contribution assumption: employee only about $253,842 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%. |
| 2022 | 1 | 19 | $3,313,302 | $147,376 | $7,757iApproximate average salary by contribution assumption: employee only about $193,916 at 4% or $129,277 at 6%; with 50% employer match about $129,277 at 4% or $86,185 at 6%; with 100% employer match about $96,958 at 4% or $64,639 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 19 | $3,313,302 | $147,376 | $7,757iApproximate average salary by contribution assumption: employee only about $193,916 at 4% or $129,277 at 6%; with 50% employer match about $129,277 at 4% or $86,185 at 6%; with 100% employer match about $96,958 at 4% or $64,639 at 6%. |
| 2021 | 1 | 13 | $3,865,099 | $126,507 | $9,731iApproximate average salary by contribution assumption: employee only about $243,283 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,126 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $3,865,099 | $126,507 | $9,731iApproximate average salary by contribution assumption: employee only about $243,283 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,126 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%. |
| 2020 | 1 | 13 | $3,512,140 | $133,540 | $10,272iApproximate average salary by contribution assumption: employee only about $256,808 at 4% or $171,205 at 6%; with 50% employer match about $171,205 at 4% or $114,137 at 6%; with 100% employer match about $128,404 at 4% or $85,603 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $3,512,140 | $133,540 | $10,272iApproximate average salary by contribution assumption: employee only about $256,808 at 4% or $171,205 at 6%; with 50% employer match about $171,205 at 4% or $114,137 at 6%; with 100% employer match about $128,404 at 4% or $85,603 at 6%. |
| 2019 | 1 | 13 | $3,407,912 | $121,243 | $9,326iApproximate average salary by contribution assumption: employee only about $233,160 at 4% or $155,440 at 6%; with 50% employer match about $155,440 at 4% or $103,626 at 6%; with 100% employer match about $116,580 at 4% or $77,720 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $3,407,912 | $121,243 | $9,326iApproximate average salary by contribution assumption: employee only about $233,160 at 4% or $155,440 at 6%; with 50% employer match about $155,440 at 4% or $103,626 at 6%; with 100% employer match about $116,580 at 4% or $77,720 at 6%. |
| 2018 | 1 | 13 | $2,952,384 | $96,752 | $7,442iApproximate average salary by contribution assumption: employee only about $186,062 at 4% or $124,041 at 6%; with 50% employer match about $124,041 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $2,952,384 | $96,752 | $7,442iApproximate average salary by contribution assumption: employee only about $186,062 at 4% or $124,041 at 6%; with 50% employer match about $124,041 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%. |
| 2017 | 1 | 12 | $3,144,461 | $97,519 | $8,127iApproximate average salary by contribution assumption: employee only about $203,165 at 4% or $135,443 at 6%; with 50% employer match about $135,443 at 4% or $90,295 at 6%; with 100% employer match about $101,582 at 4% or $67,722 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 12 | $3,144,461 | $97,519 | $8,127iApproximate average salary by contribution assumption: employee only about $203,165 at 4% or $135,443 at 6%; with 50% employer match about $135,443 at 4% or $90,295 at 6%; with 100% employer match about $101,582 at 4% or $67,722 at 6%. |
| 2016 | 1 | 13 | $2,853,097 | $95,922 | $7,379iApproximate average salary by contribution assumption: employee only about $184,465 at 4% or $122,977 at 6%; with 50% employer match about $122,977 at 4% or $81,985 at 6%; with 100% employer match about $92,233 at 4% or $61,488 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 13 | $2,853,097 | $95,922 | $7,379iApproximate average salary by contribution assumption: employee only about $184,465 at 4% or $122,977 at 6%; with 50% employer match about $122,977 at 4% or $81,985 at 6%; with 100% employer match about $92,233 at 4% or $61,488 at 6%. |
| 2015 | 1 | 14 | $3,520,613 | $143,318 | $10,237iApproximate average salary by contribution assumption: employee only about $255,925 at 4% or $170,617 at 6%; with 50% employer match about $170,617 at 4% or $113,744 at 6%; with 100% employer match about $127,963 at 4% or $85,308 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 14 | $3,520,613 | $143,318 | $10,237iApproximate average salary by contribution assumption: employee only about $255,925 at 4% or $170,617 at 6%; with 50% employer match about $170,617 at 4% or $113,744 at 6%; with 100% employer match about $127,963 at 4% or $85,308 at 6%. |
| 2014 | 1 | 14 | $3,616,609 | $142,649 | $10,189iApproximate average salary by contribution assumption: employee only about $254,730 at 4% or $169,820 at 6%; with 50% employer match about $169,820 at 4% or $113,213 at 6%; with 100% employer match about $127,365 at 4% or $84,910 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 14 | $3,616,609 | $142,649 | $10,189iApproximate average salary by contribution assumption: employee only about $254,730 at 4% or $169,820 at 6%; with 50% employer match about $169,820 at 4% or $113,213 at 6%; with 100% employer match about $127,365 at 4% or $84,910 at 6%. |
| 2013 | 1 | 14 | $3,293,627 | $127,192 | $9,085iApproximate average salary by contribution assumption: employee only about $227,129 at 4% or $151,419 at 6%; with 50% employer match about $151,419 at 4% or $100,946 at 6%; with 100% employer match about $113,564 at 4% or $75,710 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 14 | $3,293,627 | $127,192 | $9,085iApproximate average salary by contribution assumption: employee only about $227,129 at 4% or $151,419 at 6%; with 50% employer match about $151,419 at 4% or $100,946 at 6%; with 100% employer match about $113,564 at 4% or $75,710 at 6%. |
| 2012 | 1 | 14 | $2,804,558 | $107,234 | $7,660iApproximate average salary by contribution assumption: employee only about $191,489 at 4% or $127,660 at 6%; with 50% employer match about $127,660 at 4% or $85,106 at 6%; with 100% employer match about $95,745 at 4% or $63,830 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 14 | $2,804,558 | $107,234 | $7,660iApproximate average salary by contribution assumption: employee only about $191,489 at 4% or $127,660 at 6%; with 50% employer match about $127,660 at 4% or $85,106 at 6%; with 100% employer match about $95,745 at 4% or $63,830 at 6%. |
| 2011 | 1 | 14 | $2,495,025 | $123,030 | $8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 14 | $2,495,025 | $123,030 | $8,788iApproximate average salary by contribution assumption: employee only about $219,696 at 4% or $146,464 at 6%; with 50% employer match about $146,464 at 4% or $97,643 at 6%; with 100% employer match about $109,848 at 4% or $73,232 at 6%. |
| 2010 | 1 | 16 | $2,429,944 | $225,945 | $14,122iApproximate average salary by contribution assumption: employee only about $353,039 at 4% or $235,359 at 6%; with 50% employer match about $235,359 at 4% or $156,906 at 6%; with 100% employer match about $176,520 at 4% or $117,680 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 16 | $2,429,944 | $225,945 | $14,122iApproximate average salary by contribution assumption: employee only about $353,039 at 4% or $235,359 at 6%; with 50% employer match about $235,359 at 4% or $156,906 at 6%; with 100% employer match about $176,520 at 4% or $117,680 at 6%. |
| 2009 | 1 | 16 | $2,057,059 | $243,380 | $15,211iApproximate average salary by contribution assumption: employee only about $380,281 at 4% or $253,521 at 6%; with 50% employer match about $253,521 at 4% or $169,014 at 6%; with 100% employer match about $190,141 at 4% or $126,760 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 16 | $2,057,059 | $243,380 | $15,211iApproximate average salary by contribution assumption: employee only about $380,281 at 4% or $253,521 at 6%; with 50% employer match about $253,521 at 4% or $169,014 at 6%; with 100% employer match about $190,141 at 4% or $126,760 at 6%. |
| 2008 | 1 | 16 | $1,490,097 | $141,005 | $8,813iApproximate average salary by contribution assumption: employee only about $220,320 at 4% or $146,880 at 6%; with 50% employer match about $146,880 at 4% or $97,920 at 6%; with 100% employer match about $110,160 at 4% or $73,440 at 6%. |
| Joanne Hudson Associates Ltd 401(K) Profit Sharing Plan & Trust | - | 16 | $1,490,097 | $141,005 | $8,813iApproximate average salary by contribution assumption: employee only about $220,320 at 4% or $146,880 at 6%; with 50% employer match about $146,880 at 4% or $97,920 at 6%; with 100% employer match about $110,160 at 4% or $73,440 at 6%. |
| 2007 | 1 | 16 | $1,882,631 | $258,046 | $16,128iApproximate average salary by contribution assumption: employee only about $403,197 at 4% or $268,798 at 6%; with 50% employer match about $268,798 at 4% or $179,199 at 6%; with 100% employer match about $201,598 at 4% or $134,399 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 16 | $1,882,631 | $258,046 | $16,128iApproximate average salary by contribution assumption: employee only about $403,197 at 4% or $268,798 at 6%; with 50% employer match about $268,798 at 4% or $179,199 at 6%; with 100% employer match about $201,598 at 4% or $134,399 at 6%. |
| 2006 | 1 | 16 | $1,520,934 | $230,014 | $14,376iApproximate average salary by contribution assumption: employee only about $359,397 at 4% or $239,598 at 6%; with 50% employer match about $239,598 at 4% or $159,732 at 6%; with 100% employer match about $179,698 at 4% or $119,799 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 16 | $1,520,934 | $230,014 | $14,376iApproximate average salary by contribution assumption: employee only about $359,397 at 4% or $239,598 at 6%; with 50% employer match about $239,598 at 4% or $159,732 at 6%; with 100% employer match about $179,698 at 4% or $119,799 at 6%. |
| 2004 | 1 | 14 | $881,886 | $189,924 | $13,566iApproximate average salary by contribution assumption: employee only about $339,150 at 4% or $226,100 at 6%; with 50% employer match about $226,100 at 4% or $150,733 at 6%; with 100% employer match about $169,575 at 4% or $113,050 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 14 | $881,886 | $189,924 | $13,566iApproximate average salary by contribution assumption: employee only about $339,150 at 4% or $226,100 at 6%; with 50% employer match about $226,100 at 4% or $150,733 at 6%; with 100% employer match about $169,575 at 4% or $113,050 at 6%. |
| 2003 | 1 | 15 | $619,187 | $173,357 | $11,557iApproximate average salary by contribution assumption: employee only about $288,928 at 4% or $192,619 at 6%; with 50% employer match about $192,619 at 4% or $128,413 at 6%; with 100% employer match about $144,464 at 4% or $96,309 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 15 | $619,187 | $173,357 | $11,557iApproximate average salary by contribution assumption: employee only about $288,928 at 4% or $192,619 at 6%; with 50% employer match about $192,619 at 4% or $128,413 at 6%; with 100% employer match about $144,464 at 4% or $96,309 at 6%. |
| 2002 | 2 | 11 | $349,956 | $150,783 | $13,708iApproximate average salary by contribution assumption: employee only about $342,689 at 4% or $228,459 at 6%; with 50% employer match about $228,459 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,230 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 11 | $349,956 | $150,783 | $13,708iApproximate average salary by contribution assumption: employee only about $342,689 at 4% or $228,459 at 6%; with 50% employer match about $228,459 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,230 at 6%. |
| SECTION 125 PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $277,465 | $116,546 | - |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 0 | $277,465 | $116,546 | - |
| 2000 | 1 | 11 | $192,648 | $117,652 | $10,696iApproximate average salary by contribution assumption: employee only about $267,391 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,840 at 6%; with 100% employer match about $133,695 at 4% or $89,130 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 11 | $192,648 | $117,652 | $10,696iApproximate average salary by contribution assumption: employee only about $267,391 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,840 at 6%; with 100% employer match about $133,695 at 4% or $89,130 at 6%. |
| 1999 | 1 | 11 | $96,301 | $91,491 | $8,317iApproximate average salary by contribution assumption: employee only about $207,934 at 4% or $138,623 at 6%; with 50% employer match about $138,623 at 4% or $92,415 at 6%; with 100% employer match about $103,967 at 4% or $69,311 at 6%. |
| Joanne Hudson Associates Ltd. Profit Sharing 401K Plan | - | 11 | $96,301 | $91,491 | $8,317iApproximate average salary by contribution assumption: employee only about $207,934 at 4% or $138,623 at 6%; with 50% employer match about $138,623 at 4% or $92,415 at 6%; with 100% employer match about $103,967 at 4% or $69,311 at 6%. |