Emerald Asset Management Inc.
Plan context: Emerald Asset Management Employee Stock Ownership Plan
EIN 23-2650313 • Leola, PA • 42 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$53,698,806
2024 Contributions
$1,470,726
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 | 2 | 48 | $53,698,806 | $1,470,726 | $30,640iApproximate average salary by contribution assumption: employee only about $766,003 at 4% or $510,669 at 6%; with 50% employer match about $510,669 at 4% or $340,446 at 6%; with 100% employer match about $383,002 at 4% or $255,334 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 35 | $37,250,610 | $886,299 | $25,323iApproximate average salary by contribution assumption: employee only about $633,071 at 4% or $422,047 at 6%; with 50% employer match about $422,047 at 4% or $281,365 at 6%; with 100% employer match about $316,535 at 4% or $211,024 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 48 | $16,448,196 | $584,427 | $12,176iApproximate average salary by contribution assumption: employee only about $304,389 at 4% or $202,926 at 6%; with 50% employer match about $202,926 at 4% or $135,284 at 6%; with 100% employer match about $152,195 at 4% or $101,463 at 6%. |
| 2023 | 2 | 43 | $48,845,093 | $1,419,613 | $33,014iApproximate average salary by contribution assumption: employee only about $825,356 at 4% or $550,238 at 6%; with 50% employer match about $550,238 at 4% or $366,825 at 6%; with 100% employer match about $412,678 at 4% or $275,119 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 36 | $33,925,511 | $906,756 | $25,188iApproximate average salary by contribution assumption: employee only about $629,692 at 4% or $419,794 at 6%; with 50% employer match about $419,794 at 4% or $279,863 at 6%; with 100% employer match about $314,846 at 4% or $209,897 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 43 | $14,919,582 | $512,857 | $11,927iApproximate average salary by contribution assumption: employee only about $298,173 at 4% or $198,782 at 6%; with 50% employer match about $198,782 at 4% or $132,521 at 6%; with 100% employer match about $149,086 at 4% or $99,391 at 6%. |
| 2022 | 2 | 45 | $43,695,805 | $1,723,458 | $38,299iApproximate average salary by contribution assumption: employee only about $957,477 at 4% or $638,318 at 6%; with 50% employer match about $638,318 at 4% or $425,545 at 6%; with 100% employer match about $478,738 at 4% or $319,159 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 41 | $31,618,891 | $807,207 | $19,688iApproximate average salary by contribution assumption: employee only about $492,199 at 4% or $328,133 at 6%; with 50% employer match about $328,133 at 4% or $218,755 at 6%; with 100% employer match about $246,100 at 4% or $164,066 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 45 | $12,076,914 | $916,251 | $20,361iApproximate average salary by contribution assumption: employee only about $509,028 at 4% or $339,352 at 6%; with 50% employer match about $339,352 at 4% or $226,235 at 6%; with 100% employer match about $254,514 at 4% or $169,676 at 6%. |
| 2021 | 2 | 46 | $51,360,162 | $2,164,681 | $47,058iApproximate average salary by contribution assumption: employee only about $1,176,457 at 4% or $784,305 at 6%; with 50% employer match about $784,305 at 4% or $522,870 at 6%; with 100% employer match about $588,229 at 4% or $392,152 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 41 | $36,377,152 | $655,231 | $15,981iApproximate average salary by contribution assumption: employee only about $399,531 at 4% or $266,354 at 6%; with 50% employer match about $266,354 at 4% or $177,569 at 6%; with 100% employer match about $199,766 at 4% or $133,177 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 46 | $14,983,010 | $1,509,450 | $32,814iApproximate average salary by contribution assumption: employee only about $820,353 at 4% or $546,902 at 6%; with 50% employer match about $546,902 at 4% or $364,601 at 6%; with 100% employer match about $410,177 at 4% or $273,451 at 6%. |
| 2020 | 2 | 40 | $47,185,296 | $1,048,542 | $26,214iApproximate average salary by contribution assumption: employee only about $655,339 at 4% or $436,893 at 6%; with 50% employer match about $436,893 at 4% or $291,262 at 6%; with 100% employer match about $327,669 at 4% or $218,446 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 40 | $35,309,385 | $612,952 | $15,324iApproximate average salary by contribution assumption: employee only about $383,095 at 4% or $255,397 at 6%; with 50% employer match about $255,397 at 4% or $170,264 at 6%; with 100% employer match about $191,548 at 4% or $127,698 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 39 | $11,875,911 | $435,590 | $11,169iApproximate average salary by contribution assumption: employee only about $279,224 at 4% or $186,150 at 6%; with 50% employer match about $186,150 at 4% or $124,100 at 6%; with 100% employer match about $139,612 at 4% or $93,075 at 6%. |
| 2019 | 2 | 41 | $43,668,747 | $987,815 | $24,093iApproximate average salary by contribution assumption: employee only about $602,326 at 4% or $401,551 at 6%; with 50% employer match about $401,551 at 4% or $267,701 at 6%; with 100% employer match about $301,163 at 4% or $200,775 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 41 | $34,546,114 | $575,332 | $14,032iApproximate average salary by contribution assumption: employee only about $350,812 at 4% or $233,875 at 6%; with 50% employer match about $233,875 at 4% or $155,917 at 6%; with 100% employer match about $175,406 at 4% or $116,937 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 41 | $9,122,633 | $412,483 | $10,061iApproximate average salary by contribution assumption: employee only about $251,514 at 4% or $167,676 at 6%; with 50% employer match about $167,676 at 4% or $111,784 at 6%; with 100% employer match about $125,757 at 4% or $83,838 at 6%. |
| 2018 | 2 | 42 | $42,714,141 | $602,882 | $14,354iApproximate average salary by contribution assumption: employee only about $358,858 at 4% or $239,239 at 6%; with 50% employer match about $239,239 at 4% or $159,493 at 6%; with 100% employer match about $179,429 at 4% or $119,619 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 42 | $35,755,979 | $186,051 | $4,430iApproximate average salary by contribution assumption: employee only about $110,745 at 4% or $73,830 at 6%; with 50% employer match about $73,830 at 4% or $49,220 at 6%; with 100% employer match about $55,372 at 4% or $36,915 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 39 | $6,958,162 | $416,831 | $10,688iApproximate average salary by contribution assumption: employee only about $267,199 at 4% or $178,133 at 6%; with 50% employer match about $178,133 at 4% or $118,755 at 6%; with 100% employer match about $133,600 at 4% or $89,066 at 6%. |
| 2017 | 3 | 42 | $54,824,694 | $1,649,338 | $39,270iApproximate average salary by contribution assumption: employee only about $981,749 at 4% or $654,499 at 6%; with 50% employer match about $654,499 at 4% or $436,333 at 6%; with 100% employer match about $490,874 at 4% or $327,250 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 42 | $47,319,413 | $522,641 | $12,444iApproximate average salary by contribution assumption: employee only about $311,096 at 4% or $207,397 at 6%; with 50% employer match about $207,397 at 4% or $138,265 at 6%; with 100% employer match about $155,548 at 4% or $103,699 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 39 | $7,414,611 | $329,102 | $8,439iApproximate average salary by contribution assumption: employee only about $210,963 at 4% or $140,642 at 6%; with 50% employer match about $140,642 at 4% or $93,761 at 6%; with 100% employer match about $105,481 at 4% or $70,321 at 6%. |
| Emerald Asset Management Inc. Group Medical Plan | - | 35 | $90,670 | $797,595 | $22,788iApproximate average salary by contribution assumption: employee only about $569,711 at 4% or $379,807 at 6%; with 50% employer match about $379,807 at 4% or $253,205 at 6%; with 100% employer match about $284,855 at 4% or $189,904 at 6%. |
| 2016 | 3 | 43 | $51,261,910 | $1,493,646 | $34,736iApproximate average salary by contribution assumption: employee only about $868,399 at 4% or $578,933 at 6%; with 50% employer match about $578,933 at 4% or $385,955 at 6%; with 100% employer match about $434,199 at 4% or $289,466 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 42 | $44,721,045 | $491,444 | $11,701iApproximate average salary by contribution assumption: employee only about $292,526 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,012 at 6%; with 100% employer match about $146,263 at 4% or $97,509 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401(K) PLAN | - | 42 | $6,535,228 | $332,790 | $7,924iApproximate average salary by contribution assumption: employee only about $198,089 at 4% or $132,060 at 6%; with 50% employer match about $132,060 at 4% or $88,040 at 6%; with 100% employer match about $99,045 at 4% or $66,030 at 6%. |
| Emerald Asset Management Inc. Group Medical Plan | - | 43 | $5,637 | $669,412 | $15,568iApproximate average salary by contribution assumption: employee only about $389,193 at 4% or $259,462 at 6%; with 50% employer match about $259,462 at 4% or $172,975 at 6%; with 100% employer match about $194,597 at 4% or $129,731 at 6%. |
| 2015 | 3 | 46 | $39,258,125 | $1,437,829 | $31,257iApproximate average salary by contribution assumption: employee only about $781,429 at 4% or $520,953 at 6%; with 50% employer match about $520,953 at 4% or $347,302 at 6%; with 100% employer match about $390,714 at 4% or $260,476 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 46 | $33,644,806 | $450,207 | $9,787iApproximate average salary by contribution assumption: employee only about $244,678 at 4% or $163,118 at 6%; with 50% employer match about $163,118 at 4% or $108,746 at 6%; with 100% employer match about $122,339 at 4% or $81,559 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 40 | $5,533,894 | $328,321 | $8,208iApproximate average salary by contribution assumption: employee only about $205,201 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%. |
| Emerald Asset Management Inc. Group Medical Plan | - | 42 | $79,425 | $659,301 | $15,698iApproximate average salary by contribution assumption: employee only about $392,441 at 4% or $261,627 at 6%; with 50% employer match about $261,627 at 4% or $174,418 at 6%; with 100% employer match about $196,221 at 4% or $130,814 at 6%. |
| 2014 | 3 | 43 | $32,931,434 | $1,265,733 | $29,436iApproximate average salary by contribution assumption: employee only about $735,891 at 4% or $490,594 at 6%; with 50% employer match about $490,594 at 4% or $327,063 at 6%; with 100% employer match about $367,946 at 4% or $245,297 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 43 | $27,485,862 | $453,962 | $10,557iApproximate average salary by contribution assumption: employee only about $263,931 at 4% or $175,954 at 6%; with 50% employer match about $175,954 at 4% or $117,303 at 6%; with 100% employer match about $131,966 at 4% or $87,977 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 39 | $5,408,635 | $244,973 | $6,281iApproximate average salary by contribution assumption: employee only about $157,034 at 4% or $104,689 at 6%; with 50% employer match about $104,689 at 4% or $69,793 at 6%; with 100% employer match about $78,517 at 4% or $52,345 at 6%. |
| Emerald Asset Management Inc. Group Medical Plan | - | 38 | $36,937 | $566,798 | $14,916iApproximate average salary by contribution assumption: employee only about $372,893 at 4% or $248,596 at 6%; with 50% employer match about $248,596 at 4% or $165,730 at 6%; with 100% employer match about $186,447 at 4% or $124,298 at 6%. |
| 2013 | 2 | 41 | $24,319,922 | $680,132 | $16,589iApproximate average salary by contribution assumption: employee only about $414,715 at 4% or $276,476 at 6%; with 50% employer match about $276,476 at 4% or $184,318 at 6%; with 100% employer match about $207,357 at 4% or $138,238 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 41 | $19,361,902 | $452,279 | $11,031iApproximate average salary by contribution assumption: employee only about $275,780 at 4% or $183,853 at 6%; with 50% employer match about $183,853 at 4% or $122,569 at 6%; with 100% employer match about $137,890 at 4% or $91,927 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 40 | $4,958,020 | $227,853 | $5,696iApproximate average salary by contribution assumption: employee only about $142,408 at 4% or $94,939 at 6%; with 50% employer match about $94,939 at 4% or $63,293 at 6%; with 100% employer match about $71,204 at 4% or $47,469 at 6%. |
| 2012 | 2 | 40 | $16,997,907 | $734,945 | $18,374iApproximate average salary by contribution assumption: employee only about $459,341 at 4% or $306,227 at 6%; with 50% employer match about $306,227 at 4% or $204,151 at 6%; with 100% employer match about $229,670 at 4% or $153,114 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 38 | $13,085,219 | $450,207 | $11,848iApproximate average salary by contribution assumption: employee only about $296,189 at 4% or $197,459 at 6%; with 50% employer match about $197,459 at 4% or $131,639 at 6%; with 100% employer match about $148,094 at 4% or $98,730 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 40 | $3,912,688 | $284,738 | $7,118iApproximate average salary by contribution assumption: employee only about $177,961 at 4% or $118,641 at 6%; with 50% employer match about $118,641 at 4% or $79,094 at 6%; with 100% employer match about $88,981 at 4% or $59,320 at 6%. |
| 2011 | 2 | 42 | $9,601,555 | $743,156 | $17,694iApproximate average salary by contribution assumption: employee only about $442,355 at 4% or $294,903 at 6%; with 50% employer match about $294,903 at 4% or $196,602 at 6%; with 100% employer match about $221,177 at 4% or $147,452 at 6%. |
| Emerald Asset Management Employee Stock Ownership Plan | - | 37 | $6,061,373 | $450,207 | $12,168iApproximate average salary by contribution assumption: employee only about $304,194 at 4% or $202,796 at 6%; with 50% employer match about $202,796 at 4% or $135,197 at 6%; with 100% employer match about $152,097 at 4% or $101,398 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 42 | $3,540,182 | $292,949 | $6,975iApproximate average salary by contribution assumption: employee only about $174,374 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,187 at 4% or $58,125 at 6%. |
| 2010 | 1 | 42 | $3,303,459 | $284,791 | $6,781iApproximate average salary by contribution assumption: employee only about $169,518 at 4% or $113,012 at 6%; with 50% employer match about $113,012 at 4% or $75,342 at 6%; with 100% employer match about $84,759 at 4% or $56,506 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 42 | $3,303,459 | $284,791 | $6,781iApproximate average salary by contribution assumption: employee only about $169,518 at 4% or $113,012 at 6%; with 50% employer match about $113,012 at 4% or $75,342 at 6%; with 100% employer match about $84,759 at 4% or $56,506 at 6%. |
| 2009 | 1 | 43 | $2,611,188 | $285,829 | $6,647iApproximate average salary by contribution assumption: employee only about $166,180 at 4% or $110,786 at 6%; with 50% employer match about $110,786 at 4% or $73,858 at 6%; with 100% employer match about $83,090 at 4% or $55,393 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401(K) PLAN | - | 43 | $2,611,188 | $285,829 | $6,647iApproximate average salary by contribution assumption: employee only about $166,180 at 4% or $110,786 at 6%; with 50% employer match about $110,786 at 4% or $73,858 at 6%; with 100% employer match about $83,090 at 4% or $55,393 at 6%. |
| 2008 | 1 | 41 | $2,006,676 | $478,966 | $11,682iApproximate average salary by contribution assumption: employee only about $292,052 at 4% or $194,702 at 6%; with 50% employer match about $194,702 at 4% or $129,801 at 6%; with 100% employer match about $146,026 at 4% or $97,351 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401K PLAN | - | 41 | $2,006,676 | $478,966 | $11,682iApproximate average salary by contribution assumption: employee only about $292,052 at 4% or $194,702 at 6%; with 50% employer match about $194,702 at 4% or $129,801 at 6%; with 100% employer match about $146,026 at 4% or $97,351 at 6%. |
| 2007 | 1 | 42 | $2,165,565 | $443,245 | $10,553iApproximate average salary by contribution assumption: employee only about $263,836 at 4% or $175,891 at 6%; with 50% employer match about $175,891 at 4% or $117,261 at 6%; with 100% employer match about $131,918 at 4% or $87,945 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401K PLAN | - | 42 | $2,165,565 | $443,245 | $10,553iApproximate average salary by contribution assumption: employee only about $263,836 at 4% or $175,891 at 6%; with 50% employer match about $175,891 at 4% or $117,261 at 6%; with 100% employer match about $131,918 at 4% or $87,945 at 6%. |
| 2006 | 1 | 36 | $1,784,315 | $346,760 | $9,632iApproximate average salary by contribution assumption: employee only about $240,806 at 4% or $160,537 at 6%; with 50% employer match about $160,537 at 4% or $107,025 at 6%; with 100% employer match about $120,403 at 4% or $80,269 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401K PLAN | - | 36 | $1,784,315 | $346,760 | $9,632iApproximate average salary by contribution assumption: employee only about $240,806 at 4% or $160,537 at 6%; with 50% employer match about $160,537 at 4% or $107,025 at 6%; with 100% employer match about $120,403 at 4% or $80,269 at 6%. |
| 2005 | 1 | 35 | $1,279,076 | $393,357 | $11,239iApproximate average salary by contribution assumption: employee only about $280,969 at 4% or $187,313 at 6%; with 50% employer match about $187,313 at 4% or $124,875 at 6%; with 100% employer match about $140,485 at 4% or $93,656 at 6%. |
| EMERALD ASSET MANAGEMENT, INC. 401K PLAN | - | 35 | $1,279,076 | $393,357 | $11,239iApproximate average salary by contribution assumption: employee only about $280,969 at 4% or $187,313 at 6%; with 50% employer match about $187,313 at 4% or $124,875 at 6%; with 100% employer match about $140,485 at 4% or $93,656 at 6%. |
| 2004 | 1 | 32 | $822,242 | $335,960 | $10,499iApproximate average salary by contribution assumption: employee only about $262,469 at 4% or $174,979 at 6%; with 50% employer match about $174,979 at 4% or $116,653 at 6%; with 100% employer match about $131,234 at 4% or $87,490 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401K PLAN | - | 32 | $822,242 | $335,960 | $10,499iApproximate average salary by contribution assumption: employee only about $262,469 at 4% or $174,979 at 6%; with 50% employer match about $174,979 at 4% or $116,653 at 6%; with 100% employer match about $131,234 at 4% or $87,490 at 6%. |
| 2003 | 1 | 44 | $447,692 | $116,055 | $2,638iApproximate average salary by contribution assumption: employee only about $65,940 at 4% or $43,960 at 6%; with 50% employer match about $43,960 at 4% or $29,307 at 6%; with 100% employer match about $32,970 at 4% or $21,980 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401K PLAN | - | 44 | $447,692 | $116,055 | $2,638iApproximate average salary by contribution assumption: employee only about $65,940 at 4% or $43,960 at 6%; with 50% employer match about $43,960 at 4% or $29,307 at 6%; with 100% employer match about $32,970 at 4% or $21,980 at 6%. |
| 2001 | 1 | 31 | $0 | $0 | - |
| EMERALD ASSET MANAGEMENT, INC 401K PLAN | - | 31 | - | - | - |
| 2000 | 1 | 35 | $34,859 | $35,081 | $1,002iApproximate average salary by contribution assumption: employee only about $25,058 at 4% or $16,705 at 6%; with 50% employer match about $16,705 at 4% or $11,137 at 6%; with 100% employer match about $12,529 at 4% or $8,353 at 6%. |
| EMERALD ASSET MANAGEMENT, INC 401K PLAN | - | 35 | $34,859 | $35,081 | $1,002iApproximate average salary by contribution assumption: employee only about $25,058 at 4% or $16,705 at 6%; with 50% employer match about $16,705 at 4% or $11,137 at 6%; with 100% employer match about $12,529 at 4% or $8,353 at 6%. |