Conner & Riley
Plan context: Conner & Riley Profit Sharing Plan
EIN 25-1698007 • Erie, PA • 31 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$13,167,103
2023 Contributions
$210,254
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Conner & Riley Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 8 | $13,167,103 | $210,254 | $26,282iApproximate average salary by contribution assumption: employee only about $657,044 at 4% or $438,029 at 6%; with 50% employer match about $438,029 at 4% or $292,019 at 6%; with 100% employer match about $328,522 at 4% or $219,015 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 8 | $13,167,103 | $210,254 | $26,282iApproximate average salary by contribution assumption: employee only about $657,044 at 4% or $438,029 at 6%; with 50% employer match about $438,029 at 4% or $292,019 at 6%; with 100% employer match about $328,522 at 4% or $219,015 at 6%. |
| 2021 | 1 | 8 | $15,133,390 | $1,260,646 | $157,581iApproximate average salary by contribution assumption: employee only about $3,939,519 at 4% or $2,626,346 at 6%; with 50% employer match about $2,626,346 at 4% or $1,750,897 at 6%; with 100% employer match about $1,969,759 at 4% or $1,313,173 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 8 | $15,133,390 | $1,260,646 | $157,581iApproximate average salary by contribution assumption: employee only about $3,939,519 at 4% or $2,626,346 at 6%; with 50% employer match about $2,626,346 at 4% or $1,750,897 at 6%; with 100% employer match about $1,969,759 at 4% or $1,313,173 at 6%. |
| 2020 | 1 | 8 | $11,891,450 | $198,432 | $24,804iApproximate average salary by contribution assumption: employee only about $620,100 at 4% or $413,400 at 6%; with 50% employer match about $413,400 at 4% or $275,600 at 6%; with 100% employer match about $310,050 at 4% or $206,700 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 8 | $11,891,450 | $198,432 | $24,804iApproximate average salary by contribution assumption: employee only about $620,100 at 4% or $413,400 at 6%; with 50% employer match about $413,400 at 4% or $275,600 at 6%; with 100% employer match about $310,050 at 4% or $206,700 at 6%. |
| 2019 | 1 | 8 | $10,908,787 | $203,274 | $25,409iApproximate average salary by contribution assumption: employee only about $635,231 at 4% or $423,488 at 6%; with 50% employer match about $423,488 at 4% or $282,325 at 6%; with 100% employer match about $317,616 at 4% or $211,744 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 8 | $10,908,787 | $203,274 | $25,409iApproximate average salary by contribution assumption: employee only about $635,231 at 4% or $423,488 at 6%; with 50% employer match about $423,488 at 4% or $282,325 at 6%; with 100% employer match about $317,616 at 4% or $211,744 at 6%. |
| 2018 | 1 | 7 | $8,872,753 | $199,779 | $28,540iApproximate average salary by contribution assumption: employee only about $713,496 at 4% or $475,664 at 6%; with 50% employer match about $475,664 at 4% or $317,110 at 6%; with 100% employer match about $356,748 at 4% or $237,832 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 7 | $8,872,753 | $199,779 | $28,540iApproximate average salary by contribution assumption: employee only about $713,496 at 4% or $475,664 at 6%; with 50% employer match about $475,664 at 4% or $317,110 at 6%; with 100% employer match about $356,748 at 4% or $237,832 at 6%. |
| 2017 | 1 | 9 | $9,614,097 | $194,249 | $21,583iApproximate average salary by contribution assumption: employee only about $539,581 at 4% or $359,720 at 6%; with 50% employer match about $359,720 at 4% or $239,814 at 6%; with 100% employer match about $269,790 at 4% or $179,860 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 9 | $9,614,097 | $194,249 | $21,583iApproximate average salary by contribution assumption: employee only about $539,581 at 4% or $359,720 at 6%; with 50% employer match about $359,720 at 4% or $239,814 at 6%; with 100% employer match about $269,790 at 4% or $179,860 at 6%. |
| 2016 | 1 | 9 | $8,568,021 | $182,336 | $20,260iApproximate average salary by contribution assumption: employee only about $506,489 at 4% or $337,659 at 6%; with 50% employer match about $337,659 at 4% or $225,106 at 6%; with 100% employer match about $253,244 at 4% or $168,830 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 9 | $8,568,021 | $182,336 | $20,260iApproximate average salary by contribution assumption: employee only about $506,489 at 4% or $337,659 at 6%; with 50% employer match about $337,659 at 4% or $225,106 at 6%; with 100% employer match about $253,244 at 4% or $168,830 at 6%. |
| 2015 | 1 | 9 | $7,759,425 | $216,192 | $24,021iApproximate average salary by contribution assumption: employee only about $600,533 at 4% or $400,356 at 6%; with 50% employer match about $400,356 at 4% or $266,904 at 6%; with 100% employer match about $300,267 at 4% or $200,178 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 9 | $7,759,425 | $216,192 | $24,021iApproximate average salary by contribution assumption: employee only about $600,533 at 4% or $400,356 at 6%; with 50% employer match about $400,356 at 4% or $266,904 at 6%; with 100% employer match about $300,267 at 4% or $200,178 at 6%. |
| 2014 | 1 | 11 | $8,575,750 | $96,563 | $8,778iApproximate average salary by contribution assumption: employee only about $219,461 at 4% or $146,308 at 6%; with 50% employer match about $146,308 at 4% or $97,538 at 6%; with 100% employer match about $109,731 at 4% or $73,154 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 11 | $8,575,750 | $96,563 | $8,778iApproximate average salary by contribution assumption: employee only about $219,461 at 4% or $146,308 at 6%; with 50% employer match about $146,308 at 4% or $97,538 at 6%; with 100% employer match about $109,731 at 4% or $73,154 at 6%. |
| 2013 | 1 | 11 | $8,003,089 | $206,138 | $18,740iApproximate average salary by contribution assumption: employee only about $468,495 at 4% or $312,330 at 6%; with 50% employer match about $312,330 at 4% or $208,220 at 6%; with 100% employer match about $234,248 at 4% or $156,165 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 11 | $8,003,089 | $206,138 | $18,740iApproximate average salary by contribution assumption: employee only about $468,495 at 4% or $312,330 at 6%; with 50% employer match about $312,330 at 4% or $208,220 at 6%; with 100% employer match about $234,248 at 4% or $156,165 at 6%. |
| 2012 | 1 | 13 | $6,805,805 | $200,251 | $15,404iApproximate average salary by contribution assumption: employee only about $385,098 at 4% or $256,732 at 6%; with 50% employer match about $256,732 at 4% or $171,155 at 6%; with 100% employer match about $192,549 at 4% or $128,366 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 13 | $6,805,805 | $200,251 | $15,404iApproximate average salary by contribution assumption: employee only about $385,098 at 4% or $256,732 at 6%; with 50% employer match about $256,732 at 4% or $171,155 at 6%; with 100% employer match about $192,549 at 4% or $128,366 at 6%. |
| 2011 | 1 | 14 | $6,112,289 | $202,408 | $14,458iApproximate average salary by contribution assumption: employee only about $361,443 at 4% or $240,962 at 6%; with 50% employer match about $240,962 at 4% or $160,641 at 6%; with 100% employer match about $180,721 at 4% or $120,481 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 14 | $6,112,289 | $202,408 | $14,458iApproximate average salary by contribution assumption: employee only about $361,443 at 4% or $240,962 at 6%; with 50% employer match about $240,962 at 4% or $160,641 at 6%; with 100% employer match about $180,721 at 4% or $120,481 at 6%. |
| 2010 | 1 | 13 | $6,484,119 | $197,816 | $15,217iApproximate average salary by contribution assumption: employee only about $380,415 at 4% or $253,610 at 6%; with 50% employer match about $253,610 at 4% or $169,074 at 6%; with 100% employer match about $190,208 at 4% or $126,805 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 13 | $6,484,119 | $197,816 | $15,217iApproximate average salary by contribution assumption: employee only about $380,415 at 4% or $253,610 at 6%; with 50% employer match about $253,610 at 4% or $169,074 at 6%; with 100% employer match about $190,208 at 4% or $126,805 at 6%. |
| 2009 | 1 | 14 | $6,045,369 | $236,828 | $16,916iApproximate average salary by contribution assumption: employee only about $422,907 at 4% or $281,938 at 6%; with 50% employer match about $281,938 at 4% or $187,959 at 6%; with 100% employer match about $211,454 at 4% or $140,969 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 14 | $6,045,369 | $236,828 | $16,916iApproximate average salary by contribution assumption: employee only about $422,907 at 4% or $281,938 at 6%; with 50% employer match about $281,938 at 4% or $187,959 at 6%; with 100% employer match about $211,454 at 4% or $140,969 at 6%. |
| 2008 | 1 | 14 | $0 | $0 | - |
| Conner & Riley Profit Sharing Plan | - | 14 | - | - | - |
| 2007 | 1 | 14 | $0 | $0 | - |
| Conner & Riley Profit Sharing Plan | - | 14 | - | - | - |
| 2006 | 1 | 10 | $4,003,878 | $145,210 | $14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 10 | $4,003,878 | $145,210 | $14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%. |
| 2005 | 1 | 10 | $3,313,422 | $220,739 | $22,074iApproximate average salary by contribution assumption: employee only about $551,848 at 4% or $367,898 at 6%; with 50% employer match about $367,898 at 4% or $245,266 at 6%; with 100% employer match about $275,924 at 4% or $183,949 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 10 | $3,313,422 | $220,739 | $22,074iApproximate average salary by contribution assumption: employee only about $551,848 at 4% or $367,898 at 6%; with 50% employer match about $367,898 at 4% or $245,266 at 6%; with 100% employer match about $275,924 at 4% or $183,949 at 6%. |
| 2004 | 1 | 10 | $2,947,000 | $71,325 | $7,133iApproximate average salary by contribution assumption: employee only about $178,313 at 4% or $118,875 at 6%; with 50% employer match about $118,875 at 4% or $79,250 at 6%; with 100% employer match about $89,156 at 4% or $59,438 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 10 | $2,947,000 | $71,325 | $7,133iApproximate average salary by contribution assumption: employee only about $178,313 at 4% or $118,875 at 6%; with 50% employer match about $118,875 at 4% or $79,250 at 6%; with 100% employer match about $89,156 at 4% or $59,438 at 6%. |
| 2003 | 2 | 8 | $2,598,056 | $146,723 | $18,340iApproximate average salary by contribution assumption: employee only about $458,509 at 4% or $305,673 at 6%; with 50% employer match about $305,673 at 4% or $203,782 at 6%; with 100% employer match about $229,255 at 4% or $152,836 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 8 | $2,598,056 | $146,723 | $18,340iApproximate average salary by contribution assumption: employee only about $458,509 at 4% or $305,673 at 6%; with 50% employer match about $305,673 at 4% or $203,782 at 6%; with 100% employer match about $229,255 at 4% or $152,836 at 6%. |
| Conner & Riley Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 8 | $0 | $0 | - |
| Conner & Riley Defined Benefit Pension Plan | - | 5 | - | - | - |
| Conner & Riley Profit Sharing Plan | - | 8 | - | - | - |
| 2001 | 2 | 8 | $436,081 | $0 | - |
| Conner & Riley Defined Benefit Pension Plan | - | 8 | $436,081 | - | - |
| Conner & Riley Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 2 | 7 | $3,140,553 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 7 | $2,730,536 | $32,486 | $4,641iApproximate average salary by contribution assumption: employee only about $116,021 at 4% or $77,348 at 6%; with 50% employer match about $77,348 at 4% or $51,565 at 6%; with 100% employer match about $58,011 at 4% or $38,674 at 6%. |
| Conner & Riley Defined Benefit Pension Plan | - | 7 | $410,017 | $37,514 | $5,359iApproximate average salary by contribution assumption: employee only about $133,979 at 4% or $89,319 at 6%; with 50% employer match about $89,319 at 4% or $59,546 at 6%; with 100% employer match about $66,989 at 4% or $44,660 at 6%. |
| 1999 | 3 | 6 | $3,211,237 | $150,220 | $25,037iApproximate average salary by contribution assumption: employee only about $625,917 at 4% or $417,278 at 6%; with 50% employer match about $417,278 at 4% or $278,185 at 6%; with 100% employer match about $312,958 at 4% or $208,639 at 6%. |
| Conner & Riley Profit Sharing Plan | - | 0 | $2,838,463 | - | - |
| Conner & Riley Defined Benefit Pension Plan | - | 6 | $372,774 | $150,220 | $25,037iApproximate average salary by contribution assumption: employee only about $625,917 at 4% or $417,278 at 6%; with 50% employer match about $417,278 at 4% or $278,185 at 6%; with 100% employer match about $312,958 at 4% or $208,639 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 0 | - | - | - |