William E Averona PC.
Plan context: William E. Averona Money Purchase Trust
EIN 23-2423423 • Philadelphia, PA • 47 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$1,884,472
2022 Contributions
$558,257
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 | 2 | 0 | $0 | $0 | - |
| William E Averona PC. Profit Sharing Trust | - | 0 | $0 | - | - |
| William E. Averona Money Purchase Trust | - | 0 | $0 | $0 | - |
| 2021 | 2 | 4 | $1,884,472 | $0 | - |
| William E. Averona Money Purchase Trust | - | 2 | $1,419,836 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $464,636 | - | - |
| 2020 | 2 | 4 | $1,762,354 | $0 | - |
| William E. Averona Money Purchase Trust | - | 2 | $1,351,674 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $410,680 | - | - |
| 2019 | 2 | 4 | $1,770,049 | $0 | - |
| William E. Averona Money Purchase Trust | - | 2 | $1,380,335 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $389,714 | - | - |
| 2018 | 2 | 4 | $1,401,548 | $0 | - |
| William E. Averona Money Purchase Trust | - | 2 | $1,091,133 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $310,415 | - | - |
| 2017 | 2 | 4 | $1,654,065 | $0 | - |
| William E. Averona Money Purchase Trust | - | 2 | $1,208,231 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $445,834 | - | - |
| 2016 | 2 | 4 | $1,494,683 | $558,257 | $139,564iApproximate average salary by contribution assumption: employee only about $3,489,106 at 4% or $2,326,071 at 6%; with 50% employer match about $2,326,071 at 4% or $1,550,714 at 6%; with 100% employer match about $1,744,553 at 4% or $1,163,035 at 6%. |
| William E. Averona Money Purchase Trust | - | 2 | $1,069,222 | - | - |
| William E Averona PC. Profit Sharing Trust | - | 4 | $425,461 | $558,257 | $139,564iApproximate average salary by contribution assumption: employee only about $3,489,106 at 4% or $2,326,071 at 6%; with 50% employer match about $2,326,071 at 4% or $1,550,714 at 6%; with 100% employer match about $1,744,553 at 4% or $1,163,035 at 6%. |
| 2015 | 2 | 2 | $1,960,887 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| William E. Averona Money Purchase Trust | - | 2 | $1,249,491 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 2 | $711,396 | $0 | - |
| 2014 | 2 | 2 | $1,883,522 | $27,132 | $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%. |
| William E. Averona Money Purchase Trust | - | 2 | $1,199,324 | $27,132 | $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%. |
| William E Averona PC. Profit Sharing Trust | - | 2 | $684,198 | - | - |
| 2013 | 2 | 2 | $1,779,961 | $26,513 | $13,257iApproximate average salary by contribution assumption: employee only about $331,413 at 4% or $220,942 at 6%; with 50% employer match about $220,942 at 4% or $147,294 at 6%; with 100% employer match about $165,706 at 4% or $110,471 at 6%. |
| William E. Averona Money Purchase Trust | - | 2 | $1,085,737 | $26,513 | $13,257iApproximate average salary by contribution assumption: employee only about $331,413 at 4% or $220,942 at 6%; with 50% employer match about $220,942 at 4% or $147,294 at 6%; with 100% employer match about $165,706 at 4% or $110,471 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 2 | $694,224 | - | - |
| 2012 | 2 | 3 | $1,675,921 | $30,385 | $10,128iApproximate average salary by contribution assumption: employee only about $253,208 at 4% or $168,806 at 6%; with 50% employer match about $168,806 at 4% or $112,537 at 6%; with 100% employer match about $126,604 at 4% or $84,403 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $964,197 | $30,385 | $10,128iApproximate average salary by contribution assumption: employee only about $253,208 at 4% or $168,806 at 6%; with 50% employer match about $168,806 at 4% or $112,537 at 6%; with 100% employer match about $126,604 at 4% or $84,403 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $711,724 | - | - |
| 2011 | 2 | 3 | $1,503,547 | $59,695 | $19,898iApproximate average salary by contribution assumption: employee only about $497,458 at 4% or $331,639 at 6%; with 50% employer match about $331,639 at 4% or $221,093 at 6%; with 100% employer match about $248,729 at 4% or $165,819 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $884,993 | $29,847 | $9,949iApproximate average salary by contribution assumption: employee only about $248,725 at 4% or $165,817 at 6%; with 50% employer match about $165,817 at 4% or $110,544 at 6%; with 100% employer match about $124,363 at 4% or $82,908 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $618,554 | $29,848 | $9,949iApproximate average salary by contribution assumption: employee only about $248,733 at 4% or $165,822 at 6%; with 50% employer match about $165,822 at 4% or $110,548 at 6%; with 100% employer match about $124,367 at 4% or $82,911 at 6%. |
| 2010 | 2 | 3 | $1,604,324 | $59,770 | $19,923iApproximate average salary by contribution assumption: employee only about $498,083 at 4% or $332,056 at 6%; with 50% employer match about $332,056 at 4% or $221,370 at 6%; with 100% employer match about $249,042 at 4% or $166,028 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $863,541 | $29,885 | $9,962iApproximate average salary by contribution assumption: employee only about $249,042 at 4% or $166,028 at 6%; with 50% employer match about $166,028 at 4% or $110,685 at 6%; with 100% employer match about $124,521 at 4% or $83,014 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $740,783 | $29,885 | $9,962iApproximate average salary by contribution assumption: employee only about $249,042 at 4% or $166,028 at 6%; with 50% employer match about $166,028 at 4% or $110,685 at 6%; with 100% employer match about $124,521 at 4% or $83,014 at 6%. |
| 2009 | 2 | 3 | $1,360,913 | $38,639 | $12,880iApproximate average salary by contribution assumption: employee only about $321,992 at 4% or $214,661 at 6%; with 50% employer match about $214,661 at 4% or $143,107 at 6%; with 100% employer match about $160,996 at 4% or $107,331 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $732,904 | $27,823 | $9,274iApproximate average salary by contribution assumption: employee only about $231,858 at 4% or $154,572 at 6%; with 50% employer match about $154,572 at 4% or $103,048 at 6%; with 100% employer match about $115,929 at 4% or $77,286 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $628,009 | $10,816 | $3,605iApproximate average salary by contribution assumption: employee only about $90,133 at 4% or $60,089 at 6%; with 50% employer match about $60,089 at 4% or $40,059 at 6%; with 100% employer match about $45,067 at 4% or $30,044 at 6%. |
| 2008 | 2 | 3 | $1,054,140 | $56,494 | $18,831iApproximate average salary by contribution assumption: employee only about $470,783 at 4% or $313,856 at 6%; with 50% employer match about $313,856 at 4% or $209,237 at 6%; with 100% employer match about $235,392 at 4% or $156,928 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $581,038 | $28,247 | $9,416iApproximate average salary by contribution assumption: employee only about $235,392 at 4% or $156,928 at 6%; with 50% employer match about $156,928 at 4% or $104,619 at 6%; with 100% employer match about $117,696 at 4% or $78,464 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $473,102 | $28,247 | $9,416iApproximate average salary by contribution assumption: employee only about $235,392 at 4% or $156,928 at 6%; with 50% employer match about $156,928 at 4% or $104,619 at 6%; with 100% employer match about $117,696 at 4% or $78,464 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| William E. Averona Money Purchase Trust | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,425,367 | $53,974 | $17,991iApproximate average salary by contribution assumption: employee only about $449,783 at 4% or $299,856 at 6%; with 50% employer match about $299,856 at 4% or $199,904 at 6%; with 100% employer match about $224,892 at 4% or $149,928 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $774,489 | $26,987 | $8,996iApproximate average salary by contribution assumption: employee only about $224,892 at 4% or $149,928 at 6%; with 50% employer match about $149,928 at 4% or $99,952 at 6%; with 100% employer match about $112,446 at 4% or $74,964 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $650,878 | $26,987 | $8,996iApproximate average salary by contribution assumption: employee only about $224,892 at 4% or $149,928 at 6%; with 50% employer match about $149,928 at 4% or $99,952 at 6%; with 100% employer match about $112,446 at 4% or $74,964 at 6%. |
| 2005 | 2 | 3 | $1,243,144 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $680,701 | $25,189 | $8,396iApproximate average salary by contribution assumption: employee only about $209,908 at 4% or $139,939 at 6%; with 50% employer match about $139,939 at 4% or $93,293 at 6%; with 100% employer match about $104,954 at 4% or $69,969 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $562,443 | $14,811 | $4,937iApproximate average salary by contribution assumption: employee only about $123,425 at 4% or $82,283 at 6%; with 50% employer match about $82,283 at 4% or $54,856 at 6%; with 100% employer match about $61,713 at 4% or $41,142 at 6%. |
| 2004 | 2 | 3 | $1,145,910 | $51,836 | $17,279iApproximate average salary by contribution assumption: employee only about $431,967 at 4% or $287,978 at 6%; with 50% employer match about $287,978 at 4% or $191,985 at 6%; with 100% employer match about $215,983 at 4% or $143,989 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $618,763 | $25,918 | $8,639iApproximate average salary by contribution assumption: employee only about $215,983 at 4% or $143,989 at 6%; with 50% employer match about $143,989 at 4% or $95,993 at 6%; with 100% employer match about $107,992 at 4% or $71,994 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $527,147 | $25,918 | $8,639iApproximate average salary by contribution assumption: employee only about $215,983 at 4% or $143,989 at 6%; with 50% employer match about $143,989 at 4% or $95,993 at 6%; with 100% employer match about $107,992 at 4% or $71,994 at 6%. |
| 2003 | 2 | 3 | $0 | $0 | - |
| William E Averona PC. Profit Sharing Trust | - | 3 | - | - | - |
| William E. Averona Money Purchase Trust | - | 3 | - | - | - |
| 2002 | 2 | 3 | $775,210 | $25,126 | $8,375iApproximate average salary by contribution assumption: employee only about $209,383 at 4% or $139,589 at 6%; with 50% employer match about $139,589 at 4% or $93,059 at 6%; with 100% employer match about $104,692 at 4% or $69,794 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $430,432 | $25,126 | $8,375iApproximate average salary by contribution assumption: employee only about $209,383 at 4% or $139,589 at 6%; with 50% employer match about $139,589 at 4% or $93,059 at 6%; with 100% employer match about $104,692 at 4% or $69,794 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $344,778 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| William E Averona PC. Profit Sharing Trust | - | 3 | - | - | - |
| William E. Averona Money Purchase Trust | - | 3 | - | - | - |
| 2000 | 2 | 3 | $1,110,856 | $39,023 | $13,008iApproximate average salary by contribution assumption: employee only about $325,192 at 4% or $216,794 at 6%; with 50% employer match about $216,794 at 4% or $144,530 at 6%; with 100% employer match about $162,596 at 4% or $108,397 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $587,708 | $22,113 | $7,371iApproximate average salary by contribution assumption: employee only about $184,275 at 4% or $122,850 at 6%; with 50% employer match about $122,850 at 4% or $81,900 at 6%; with 100% employer match about $92,138 at 4% or $61,425 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $523,148 | $16,910 | $5,637iApproximate average salary by contribution assumption: employee only about $140,917 at 4% or $93,944 at 6%; with 50% employer match about $93,944 at 4% or $62,630 at 6%; with 100% employer match about $70,458 at 4% or $46,972 at 6%. |
| 1999 | 2 | 3 | $1,396,522 | $38,563 | $12,854iApproximate average salary by contribution assumption: employee only about $321,358 at 4% or $214,239 at 6%; with 50% employer match about $214,239 at 4% or $142,826 at 6%; with 100% employer match about $160,679 at 4% or $107,119 at 6%. |
| William E. Averona Money Purchase Trust | - | 3 | $775,637 | $20,567 | $6,856iApproximate average salary by contribution assumption: employee only about $171,392 at 4% or $114,261 at 6%; with 50% employer match about $114,261 at 4% or $76,174 at 6%; with 100% employer match about $85,696 at 4% or $57,131 at 6%. |
| William E Averona PC. Profit Sharing Trust | - | 3 | $620,885 | $17,996 | $5,999iApproximate average salary by contribution assumption: employee only about $149,967 at 4% or $99,978 at 6%; with 50% employer match about $99,978 at 4% or $66,652 at 6%; with 100% employer match about $74,983 at 4% or $49,989 at 6%. |