Historic Square Agency
Plan context: Historic Square Agency Retirement Savings Plan
EIN 25-1537613 • Erie, PA • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$1,426,080
2024 Contributions
$43,503
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 | 20 | $1,426,080 | $43,503 | $2,175iApproximate average salary by contribution assumption: employee only about $54,379 at 4% or $36,253 at 6%; with 50% employer match about $36,253 at 4% or $24,168 at 6%; with 100% employer match about $27,189 at 4% or $18,126 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 20 | $1,426,080 | $43,503 | $2,175iApproximate average salary by contribution assumption: employee only about $54,379 at 4% or $36,253 at 6%; with 50% employer match about $36,253 at 4% or $24,168 at 6%; with 100% employer match about $27,189 at 4% or $18,126 at 6%. |
| 2023 | 1 | 20 | $1,360,966 | $45,022 | $2,251iApproximate average salary by contribution assumption: employee only about $56,278 at 4% or $37,518 at 6%; with 50% employer match about $37,518 at 4% or $25,012 at 6%; with 100% employer match about $28,139 at 4% or $18,759 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 20 | $1,360,966 | $45,022 | $2,251iApproximate average salary by contribution assumption: employee only about $56,278 at 4% or $37,518 at 6%; with 50% employer match about $37,518 at 4% or $25,012 at 6%; with 100% employer match about $28,139 at 4% or $18,759 at 6%. |
| 2022 | 1 | 21 | $1,667,958 | $78,798 | $3,752iApproximate average salary by contribution assumption: employee only about $93,807 at 4% or $62,538 at 6%; with 50% employer match about $62,538 at 4% or $41,692 at 6%; with 100% employer match about $46,904 at 4% or $31,269 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 21 | $1,667,958 | $78,798 | $3,752iApproximate average salary by contribution assumption: employee only about $93,807 at 4% or $62,538 at 6%; with 50% employer match about $62,538 at 4% or $41,692 at 6%; with 100% employer match about $46,904 at 4% or $31,269 at 6%. |
| 2021 | 1 | 22 | $2,003,194 | $103,200 | $4,691iApproximate average salary by contribution assumption: employee only about $117,273 at 4% or $78,182 at 6%; with 50% employer match about $78,182 at 4% or $52,121 at 6%; with 100% employer match about $58,636 at 4% or $39,091 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 22 | $2,003,194 | $103,200 | $4,691iApproximate average salary by contribution assumption: employee only about $117,273 at 4% or $78,182 at 6%; with 50% employer match about $78,182 at 4% or $52,121 at 6%; with 100% employer match about $58,636 at 4% or $39,091 at 6%. |
| 2020 | 1 | 20 | $1,675,189 | $120,677 | $6,034iApproximate average salary by contribution assumption: employee only about $150,846 at 4% or $100,564 at 6%; with 50% employer match about $100,564 at 4% or $67,043 at 6%; with 100% employer match about $75,423 at 4% or $50,282 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 20 | $1,675,189 | $120,677 | $6,034iApproximate average salary by contribution assumption: employee only about $150,846 at 4% or $100,564 at 6%; with 50% employer match about $100,564 at 4% or $67,043 at 6%; with 100% employer match about $75,423 at 4% or $50,282 at 6%. |
| 2019 | 1 | 22 | $1,581,901 | $128,959 | $5,862iApproximate average salary by contribution assumption: employee only about $146,544 at 4% or $97,696 at 6%; with 50% employer match about $97,696 at 4% or $65,131 at 6%; with 100% employer match about $73,272 at 4% or $48,848 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 22 | $1,581,901 | $128,959 | $5,862iApproximate average salary by contribution assumption: employee only about $146,544 at 4% or $97,696 at 6%; with 50% employer match about $97,696 at 4% or $65,131 at 6%; with 100% employer match about $73,272 at 4% or $48,848 at 6%. |
| 2018 | 1 | 17 | $1,312,412 | $117,175 | $6,893iApproximate average salary by contribution assumption: employee only about $172,316 at 4% or $114,877 at 6%; with 50% employer match about $114,877 at 4% or $76,585 at 6%; with 100% employer match about $86,158 at 4% or $57,439 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 17 | $1,312,412 | $117,175 | $6,893iApproximate average salary by contribution assumption: employee only about $172,316 at 4% or $114,877 at 6%; with 50% employer match about $114,877 at 4% or $76,585 at 6%; with 100% employer match about $86,158 at 4% or $57,439 at 6%. |
| 2017 | 1 | 16 | $1,282,943 | $86,041 | $5,378iApproximate average salary by contribution assumption: employee only about $134,439 at 4% or $89,626 at 6%; with 50% employer match about $89,626 at 4% or $59,751 at 6%; with 100% employer match about $67,220 at 4% or $44,813 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 16 | $1,282,943 | $86,041 | $5,378iApproximate average salary by contribution assumption: employee only about $134,439 at 4% or $89,626 at 6%; with 50% employer match about $89,626 at 4% or $59,751 at 6%; with 100% employer match about $67,220 at 4% or $44,813 at 6%. |
| 2016 | 1 | 15 | $1,020,464 | $70,232 | $4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,036 at 6%; with 50% employer match about $78,036 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 15 | $1,020,464 | $70,232 | $4,682iApproximate average salary by contribution assumption: employee only about $117,053 at 4% or $78,036 at 6%; with 50% employer match about $78,036 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%. |
| 2015 | 1 | 17 | $896,536 | $83,736 | $4,926iApproximate average salary by contribution assumption: employee only about $123,141 at 4% or $82,094 at 6%; with 50% employer match about $82,094 at 4% or $54,729 at 6%; with 100% employer match about $61,571 at 4% or $41,047 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 17 | $896,536 | $83,736 | $4,926iApproximate average salary by contribution assumption: employee only about $123,141 at 4% or $82,094 at 6%; with 50% employer match about $82,094 at 4% or $54,729 at 6%; with 100% employer match about $61,571 at 4% or $41,047 at 6%. |
| 2014 | 1 | 15 | $807,508 | $45,263 | $3,018iApproximate average salary by contribution assumption: employee only about $75,438 at 4% or $50,292 at 6%; with 50% employer match about $50,292 at 4% or $33,528 at 6%; with 100% employer match about $37,719 at 4% or $25,146 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 15 | $807,508 | $45,263 | $3,018iApproximate average salary by contribution assumption: employee only about $75,438 at 4% or $50,292 at 6%; with 50% employer match about $50,292 at 4% or $33,528 at 6%; with 100% employer match about $37,719 at 4% or $25,146 at 6%. |
| 2013 | 1 | 16 | $1,922,140 | $26,028 | $1,627iApproximate average salary by contribution assumption: employee only about $40,669 at 4% or $27,113 at 6%; with 50% employer match about $27,113 at 4% or $18,075 at 6%; with 100% employer match about $20,334 at 4% or $13,556 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 16 | $1,922,140 | $26,028 | $1,627iApproximate average salary by contribution assumption: employee only about $40,669 at 4% or $27,113 at 6%; with 50% employer match about $27,113 at 4% or $18,075 at 6%; with 100% employer match about $20,334 at 4% or $13,556 at 6%. |
| 2012 | 1 | 18 | $1,808,897 | $42,261 | $2,348iApproximate average salary by contribution assumption: employee only about $58,696 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,087 at 6%; with 100% employer match about $29,348 at 4% or $19,565 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 18 | $1,808,897 | $42,261 | $2,348iApproximate average salary by contribution assumption: employee only about $58,696 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,087 at 6%; with 100% employer match about $29,348 at 4% or $19,565 at 6%. |
| 2011 | 1 | 19 | $1,661,454 | $62,696 | $3,300iApproximate average salary by contribution assumption: employee only about $82,495 at 4% or $54,996 at 6%; with 50% employer match about $54,996 at 4% or $36,664 at 6%; with 100% employer match about $41,247 at 4% or $27,498 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 19 | $1,661,454 | $62,696 | $3,300iApproximate average salary by contribution assumption: employee only about $82,495 at 4% or $54,996 at 6%; with 50% employer match about $54,996 at 4% or $36,664 at 6%; with 100% employer match about $41,247 at 4% or $27,498 at 6%. |
| 2010 | 1 | 20 | $1,822,340 | $41,404 | $2,070iApproximate average salary by contribution assumption: employee only about $51,755 at 4% or $34,503 at 6%; with 50% employer match about $34,503 at 4% or $23,002 at 6%; with 100% employer match about $25,877 at 4% or $17,252 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 20 | $1,822,340 | $41,404 | $2,070iApproximate average salary by contribution assumption: employee only about $51,755 at 4% or $34,503 at 6%; with 50% employer match about $34,503 at 4% or $23,002 at 6%; with 100% employer match about $25,877 at 4% or $17,252 at 6%. |
| 2009 | 1 | 21 | $1,600,261 | $53,081 | $2,528iApproximate average salary by contribution assumption: employee only about $63,192 at 4% or $42,128 at 6%; with 50% employer match about $42,128 at 4% or $28,085 at 6%; with 100% employer match about $31,596 at 4% or $21,064 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 21 | $1,600,261 | $53,081 | $2,528iApproximate average salary by contribution assumption: employee only about $63,192 at 4% or $42,128 at 6%; with 50% employer match about $42,128 at 4% or $28,085 at 6%; with 100% employer match about $31,596 at 4% or $21,064 at 6%. |
| 2008 | 1 | 22 | $1,283,686 | $61,764 | $2,807iApproximate average salary by contribution assumption: employee only about $70,186 at 4% or $46,791 at 6%; with 50% employer match about $46,791 at 4% or $31,194 at 6%; with 100% employer match about $35,093 at 4% or $23,395 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 22 | $1,283,686 | $61,764 | $2,807iApproximate average salary by contribution assumption: employee only about $70,186 at 4% or $46,791 at 6%; with 50% employer match about $46,791 at 4% or $31,194 at 6%; with 100% employer match about $35,093 at 4% or $23,395 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Historic Square Agency Retirement Savings Plan | - | 19 | - | - | - |
| 2006 | 1 | 19 | $1,680,347 | $50,622 | $2,664iApproximate average salary by contribution assumption: employee only about $66,608 at 4% or $44,405 at 6%; with 50% employer match about $44,405 at 4% or $29,604 at 6%; with 100% employer match about $33,304 at 4% or $22,203 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 19 | $1,680,347 | $50,622 | $2,664iApproximate average salary by contribution assumption: employee only about $66,608 at 4% or $44,405 at 6%; with 50% employer match about $44,405 at 4% or $29,604 at 6%; with 100% employer match about $33,304 at 4% or $22,203 at 6%. |
| 2005 | 1 | 19 | $0 | $0 | - |
| Historic Square Agency Retirement Savings Plan | - | 19 | - | - | - |
| 2004 | 1 | 19 | $1,462,570 | $41,270 | $2,172iApproximate average salary by contribution assumption: employee only about $54,303 at 4% or $36,202 at 6%; with 50% employer match about $36,202 at 4% or $24,135 at 6%; with 100% employer match about $27,151 at 4% or $18,101 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 19 | $1,462,570 | $41,270 | $2,172iApproximate average salary by contribution assumption: employee only about $54,303 at 4% or $36,202 at 6%; with 50% employer match about $36,202 at 4% or $24,135 at 6%; with 100% employer match about $27,151 at 4% or $18,101 at 6%. |
| 2003 | 1 | 14 | $1,335,303 | $38,682 | $2,763iApproximate average salary by contribution assumption: employee only about $69,075 at 4% or $46,050 at 6%; with 50% employer match about $46,050 at 4% or $30,700 at 6%; with 100% employer match about $34,538 at 4% or $23,025 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 14 | $1,335,303 | $38,682 | $2,763iApproximate average salary by contribution assumption: employee only about $69,075 at 4% or $46,050 at 6%; with 50% employer match about $46,050 at 4% or $30,700 at 6%; with 100% employer match about $34,538 at 4% or $23,025 at 6%. |
| 2002 | 1 | 18 | $1,005,979 | $46,390 | $2,577iApproximate average salary by contribution assumption: employee only about $64,431 at 4% or $42,954 at 6%; with 50% employer match about $42,954 at 4% or $28,636 at 6%; with 100% employer match about $32,215 at 4% or $21,477 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 18 | $1,005,979 | $46,390 | $2,577iApproximate average salary by contribution assumption: employee only about $64,431 at 4% or $42,954 at 6%; with 50% employer match about $42,954 at 4% or $28,636 at 6%; with 100% employer match about $32,215 at 4% or $21,477 at 6%. |
| 2001 | 1 | 17 | $1,207,840 | $46,984 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 17 | $1,207,840 | $46,984 | $2,764iApproximate average salary by contribution assumption: employee only about $69,094 at 4% or $46,063 at 6%; with 50% employer match about $46,063 at 4% or $30,708 at 6%; with 100% employer match about $34,547 at 4% or $23,031 at 6%. |
| 2000 | 1 | 16 | $1,137,217 | $34,359 | $2,147iApproximate average salary by contribution assumption: employee only about $53,686 at 4% or $35,791 at 6%; with 50% employer match about $35,791 at 4% or $23,860 at 6%; with 100% employer match about $26,843 at 4% or $17,895 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 16 | $1,137,217 | $34,359 | $2,147iApproximate average salary by contribution assumption: employee only about $53,686 at 4% or $35,791 at 6%; with 50% employer match about $35,791 at 4% or $23,860 at 6%; with 100% employer match about $26,843 at 4% or $17,895 at 6%. |
| 1999 | 1 | 15 | $1,281,641 | $41,686 | $2,779iApproximate average salary by contribution assumption: employee only about $69,477 at 4% or $46,318 at 6%; with 50% employer match about $46,318 at 4% or $30,879 at 6%; with 100% employer match about $34,738 at 4% or $23,159 at 6%. |
| Historic Square Agency Retirement Savings Plan | - | 15 | $1,281,641 | $41,686 | $2,779iApproximate average salary by contribution assumption: employee only about $69,477 at 4% or $46,318 at 6%; with 50% employer match about $46,318 at 4% or $30,879 at 6%; with 100% employer match about $34,738 at 4% or $23,159 at 6%. |