Northeast Advisers Inc.
Plan context: Northeast Advisers Inc. 401K Profit Sharing Plan
EIN 23-3044281 • Paoli, PA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,900,921
2024 Contributions
$85,322
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 | 6 | $1,900,921 | $85,322 | $14,220iApproximate average salary by contribution assumption: employee only about $355,508 at 4% or $237,006 at 6%; with 50% employer match about $237,006 at 4% or $158,004 at 6%; with 100% employer match about $177,754 at 4% or $118,503 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 6 | $1,900,921 | $85,322 | $14,220iApproximate average salary by contribution assumption: employee only about $355,508 at 4% or $237,006 at 6%; with 50% employer match about $237,006 at 4% or $158,004 at 6%; with 100% employer match about $177,754 at 4% or $118,503 at 6%. |
| 2023 | 1 | 5 | $1,712,167 | $130,205 | $26,041iApproximate average salary by contribution assumption: employee only about $651,025 at 4% or $434,017 at 6%; with 50% employer match about $434,017 at 4% or $289,344 at 6%; with 100% employer match about $325,513 at 4% or $217,008 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 5 | $1,712,167 | $130,205 | $26,041iApproximate average salary by contribution assumption: employee only about $651,025 at 4% or $434,017 at 6%; with 50% employer match about $434,017 at 4% or $289,344 at 6%; with 100% employer match about $325,513 at 4% or $217,008 at 6%. |
| 2022 | 1 | 5 | $1,433,314 | $124,723 | $24,945iApproximate average salary by contribution assumption: employee only about $623,615 at 4% or $415,743 at 6%; with 50% employer match about $415,743 at 4% or $277,162 at 6%; with 100% employer match about $311,808 at 4% or $207,872 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 5 | $1,433,314 | $124,723 | $24,945iApproximate average salary by contribution assumption: employee only about $623,615 at 4% or $415,743 at 6%; with 50% employer match about $415,743 at 4% or $277,162 at 6%; with 100% employer match about $311,808 at 4% or $207,872 at 6%. |
| 2021 | 1 | 5 | $1,794,245 | $111,935 | $22,387iApproximate average salary by contribution assumption: employee only about $559,675 at 4% or $373,117 at 6%; with 50% employer match about $373,117 at 4% or $248,744 at 6%; with 100% employer match about $279,838 at 4% or $186,558 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 5 | $1,794,245 | $111,935 | $22,387iApproximate average salary by contribution assumption: employee only about $559,675 at 4% or $373,117 at 6%; with 50% employer match about $373,117 at 4% or $248,744 at 6%; with 100% employer match about $279,838 at 4% or $186,558 at 6%. |
| 2020 | 1 | 4 | $1,527,158 | $92,927 | $23,232iApproximate average salary by contribution assumption: employee only about $580,794 at 4% or $387,196 at 6%; with 50% employer match about $387,196 at 4% or $258,131 at 6%; with 100% employer match about $290,397 at 4% or $193,598 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 4 | $1,527,158 | $92,927 | $23,232iApproximate average salary by contribution assumption: employee only about $580,794 at 4% or $387,196 at 6%; with 50% employer match about $387,196 at 4% or $258,131 at 6%; with 100% employer match about $290,397 at 4% or $193,598 at 6%. |
| 2019 | 1 | 3 | $1,271,517 | $96,202 | $32,067iApproximate average salary by contribution assumption: employee only about $801,683 at 4% or $534,456 at 6%; with 50% employer match about $534,456 at 4% or $356,304 at 6%; with 100% employer match about $400,842 at 4% or $267,228 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,271,517 | $96,202 | $32,067iApproximate average salary by contribution assumption: employee only about $801,683 at 4% or $534,456 at 6%; with 50% employer match about $534,456 at 4% or $356,304 at 6%; with 100% employer match about $400,842 at 4% or $267,228 at 6%. |
| 2018 | 1 | 3 | $1,005,159 | $94,220 | $31,407iApproximate average salary by contribution assumption: employee only about $785,167 at 4% or $523,444 at 6%; with 50% employer match about $523,444 at 4% or $348,963 at 6%; with 100% employer match about $392,583 at 4% or $261,722 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,005,159 | $94,220 | $31,407iApproximate average salary by contribution assumption: employee only about $785,167 at 4% or $523,444 at 6%; with 50% employer match about $523,444 at 4% or $348,963 at 6%; with 100% employer match about $392,583 at 4% or $261,722 at 6%. |
| 2017 | 1 | 3 | $1,264,275 | $191,614 | $63,871iApproximate average salary by contribution assumption: employee only about $1,596,783 at 4% or $1,064,522 at 6%; with 50% employer match about $1,064,522 at 4% or $709,681 at 6%; with 100% employer match about $798,392 at 4% or $532,261 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,264,275 | $191,614 | $63,871iApproximate average salary by contribution assumption: employee only about $1,596,783 at 4% or $1,064,522 at 6%; with 50% employer match about $1,064,522 at 4% or $709,681 at 6%; with 100% employer match about $798,392 at 4% or $532,261 at 6%. |
| 2016 | 1 | 3 | $926,092 | $70,339 | $23,446iApproximate average salary by contribution assumption: employee only about $586,158 at 4% or $390,772 at 6%; with 50% employer match about $390,772 at 4% or $260,515 at 6%; with 100% employer match about $293,079 at 4% or $195,386 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $926,092 | $70,339 | $23,446iApproximate average salary by contribution assumption: employee only about $586,158 at 4% or $390,772 at 6%; with 50% employer match about $390,772 at 4% or $260,515 at 6%; with 100% employer match about $293,079 at 4% or $195,386 at 6%. |
| 2015 | 1 | 3 | $806,194 | $73,831 | $24,610iApproximate average salary by contribution assumption: employee only about $615,258 at 4% or $410,172 at 6%; with 50% employer match about $410,172 at 4% or $273,448 at 6%; with 100% employer match about $307,629 at 4% or $205,086 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $806,194 | $73,831 | $24,610iApproximate average salary by contribution assumption: employee only about $615,258 at 4% or $410,172 at 6%; with 50% employer match about $410,172 at 4% or $273,448 at 6%; with 100% employer match about $307,629 at 4% or $205,086 at 6%. |
| 2014 | 1 | 3 | $1,433,407 | $51,075 | $17,025iApproximate average salary by contribution assumption: employee only about $425,625 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,433,407 | $51,075 | $17,025iApproximate average salary by contribution assumption: employee only about $425,625 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%. |
| 2013 | 1 | 3 | $1,296,962 | $51,463 | $17,154iApproximate average salary by contribution assumption: employee only about $428,858 at 4% or $285,906 at 6%; with 50% employer match about $285,906 at 4% or $190,604 at 6%; with 100% employer match about $214,429 at 4% or $142,953 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,296,962 | $51,463 | $17,154iApproximate average salary by contribution assumption: employee only about $428,858 at 4% or $285,906 at 6%; with 50% employer match about $285,906 at 4% or $190,604 at 6%; with 100% employer match about $214,429 at 4% or $142,953 at 6%. |
| 2012 | 1 | 3 | $1,086,688 | $90,615 | $30,205iApproximate average salary by contribution assumption: employee only about $755,125 at 4% or $503,417 at 6%; with 50% employer match about $503,417 at 4% or $335,611 at 6%; with 100% employer match about $377,563 at 4% or $251,708 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $1,086,688 | $90,615 | $30,205iApproximate average salary by contribution assumption: employee only about $755,125 at 4% or $503,417 at 6%; with 50% employer match about $503,417 at 4% or $335,611 at 6%; with 100% employer match about $377,563 at 4% or $251,708 at 6%. |
| 2011 | 1 | 3 | $920,351 | $70,563 | $23,521iApproximate average salary by contribution assumption: employee only about $588,025 at 4% or $392,017 at 6%; with 50% employer match about $392,017 at 4% or $261,344 at 6%; with 100% employer match about $294,013 at 4% or $196,008 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $920,351 | $70,563 | $23,521iApproximate average salary by contribution assumption: employee only about $588,025 at 4% or $392,017 at 6%; with 50% employer match about $392,017 at 4% or $261,344 at 6%; with 100% employer match about $294,013 at 4% or $196,008 at 6%. |
| 2010 | 1 | 3 | $947,101 | $49,564 | $16,521iApproximate average salary by contribution assumption: employee only about $413,033 at 4% or $275,356 at 6%; with 50% employer match about $275,356 at 4% or $183,570 at 6%; with 100% employer match about $206,517 at 4% or $137,678 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $947,101 | $49,564 | $16,521iApproximate average salary by contribution assumption: employee only about $413,033 at 4% or $275,356 at 6%; with 50% employer match about $275,356 at 4% or $183,570 at 6%; with 100% employer match about $206,517 at 4% or $137,678 at 6%. |
| 2009 | 1 | 3 | $804,589 | $282,981 | $94,327iApproximate average salary by contribution assumption: employee only about $2,358,175 at 4% or $1,572,117 at 6%; with 50% employer match about $1,572,117 at 4% or $1,048,078 at 6%; with 100% employer match about $1,179,088 at 4% or $786,058 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $804,589 | $282,981 | $94,327iApproximate average salary by contribution assumption: employee only about $2,358,175 at 4% or $1,572,117 at 6%; with 50% employer match about $1,572,117 at 4% or $1,048,078 at 6%; with 100% employer match about $1,179,088 at 4% or $786,058 at 6%. |
| 2008 | 1 | 3 | $373,914 | $58,729 | $19,576iApproximate average salary by contribution assumption: employee only about $489,408 at 4% or $326,272 at 6%; with 50% employer match about $326,272 at 4% or $217,515 at 6%; with 100% employer match about $244,704 at 4% or $163,136 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $373,914 | $58,729 | $19,576iApproximate average salary by contribution assumption: employee only about $489,408 at 4% or $326,272 at 6%; with 50% employer match about $326,272 at 4% or $217,515 at 6%; with 100% employer match about $244,704 at 4% or $163,136 at 6%. |
| 2007 | 1 | 4 | $600,874 | $97,453 | $24,363iApproximate average salary by contribution assumption: employee only about $609,081 at 4% or $406,054 at 6%; with 50% employer match about $406,054 at 4% or $270,703 at 6%; with 100% employer match about $304,541 at 4% or $203,027 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 4 | $600,874 | $97,453 | $24,363iApproximate average salary by contribution assumption: employee only about $609,081 at 4% or $406,054 at 6%; with 50% employer match about $406,054 at 4% or $270,703 at 6%; with 100% employer match about $304,541 at 4% or $203,027 at 6%. |
| 2006 | 1 | 4 | $0 | $0 | - |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 1 | 2 | $322,029 | $72,735 | $36,368iApproximate average salary by contribution assumption: employee only about $909,188 at 4% or $606,125 at 6%; with 50% employer match about $606,125 at 4% or $404,083 at 6%; with 100% employer match about $454,594 at 4% or $303,063 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 2 | $322,029 | $72,735 | $36,368iApproximate average salary by contribution assumption: employee only about $909,188 at 4% or $606,125 at 6%; with 50% employer match about $606,125 at 4% or $404,083 at 6%; with 100% employer match about $454,594 at 4% or $303,063 at 6%. |
| 2004 | 1 | 3 | $254,560 | $40,607 | $13,536iApproximate average salary by contribution assumption: employee only about $338,392 at 4% or $225,594 at 6%; with 50% employer match about $225,594 at 4% or $150,396 at 6%; with 100% employer match about $169,196 at 4% or $112,797 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $254,560 | $40,607 | $13,536iApproximate average salary by contribution assumption: employee only about $338,392 at 4% or $225,594 at 6%; with 50% employer match about $225,594 at 4% or $150,396 at 6%; with 100% employer match about $169,196 at 4% or $112,797 at 6%. |
| 2003 | 1 | 3 | $180,483 | $103,493 | $34,498iApproximate average salary by contribution assumption: employee only about $862,442 at 4% or $574,961 at 6%; with 50% employer match about $574,961 at 4% or $383,307 at 6%; with 100% employer match about $431,221 at 4% or $287,481 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $180,483 | $103,493 | $34,498iApproximate average salary by contribution assumption: employee only about $862,442 at 4% or $574,961 at 6%; with 50% employer match about $574,961 at 4% or $383,307 at 6%; with 100% employer match about $431,221 at 4% or $287,481 at 6%. |
| 2002 | 1 | 3 | $46,651 | $48,277 | $16,092iApproximate average salary by contribution assumption: employee only about $402,308 at 4% or $268,206 at 6%; with 50% employer match about $268,206 at 4% or $178,804 at 6%; with 100% employer match about $201,154 at 4% or $134,103 at 6%. |
| Northeast Advisers Inc. 401K Profit Sharing Plan | - | 3 | $46,651 | $48,277 | $16,092iApproximate average salary by contribution assumption: employee only about $402,308 at 4% or $268,206 at 6%; with 50% employer match about $268,206 at 4% or $178,804 at 6%; with 100% employer match about $201,154 at 4% or $134,103 at 6%. |