Civic Intelligence

Great Estates Inc

Plan context: Great Estates Inc 401(K) Profit Sharing Plan & Trust

EIN 26-0383965 • Gwynedd Valley, PA • 18 filings • 2 plans

925 Dekalb PikeGwynedd Valley, PA 19437
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$712,680

2024 Contributions

$438,792

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,117,536$558,768$0201320192024YearValue
$712,680Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201320192024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$712,680$438,792$73,132iApproximate average salary by contribution assumption: employee only about $1,828,300 at 4% or $1,218,867 at 6%; with 50% employer match about $1,218,867 at 4% or $812,578 at 6%; with 100% employer match about $914,150 at 4% or $609,433 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-6$712,680$438,792$73,132iApproximate average salary by contribution assumption: employee only about $1,828,300 at 4% or $1,218,867 at 6%; with 50% employer match about $1,218,867 at 4% or $812,578 at 6%; with 100% employer match about $914,150 at 4% or $609,433 at 6%.
202327$650,265$138,478$19,783iApproximate average salary by contribution assumption: employee only about $494,564 at 4% or $329,710 at 6%; with 50% employer match about $329,710 at 4% or $219,806 at 6%; with 100% employer match about $247,282 at 4% or $164,855 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-7$650,265$136,162$19,452iApproximate average salary by contribution assumption: employee only about $486,293 at 4% or $324,195 at 6%; with 50% employer match about $324,195 at 4% or $216,130 at 6%; with 100% employer match about $243,146 at 4% or $162,098 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-0$0$2,316-
202227$1,117,536$131,937$18,848iApproximate average salary by contribution assumption: employee only about $471,204 at 4% or $314,136 at 6%; with 50% employer match about $314,136 at 4% or $209,424 at 6%; with 100% employer match about $235,602 at 4% or $157,068 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-5$668,400$16,413$3,283iApproximate average salary by contribution assumption: employee only about $82,065 at 4% or $54,710 at 6%; with 50% employer match about $54,710 at 4% or $36,473 at 6%; with 100% employer match about $41,033 at 4% or $27,355 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-7$449,136$115,524$16,503iApproximate average salary by contribution assumption: employee only about $412,586 at 4% or $275,057 at 6%; with 50% employer match about $275,057 at 4% or $183,371 at 6%; with 100% employer match about $206,293 at 4% or $137,529 at 6%.
202126$1,013,238$154,751$25,792iApproximate average salary by contribution assumption: employee only about $644,796 at 4% or $429,864 at 6%; with 50% employer match about $429,864 at 4% or $286,576 at 6%; with 100% employer match about $322,398 at 4% or $214,932 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-5$599,216$82,692$16,538iApproximate average salary by contribution assumption: employee only about $413,460 at 4% or $275,640 at 6%; with 50% employer match about $275,640 at 4% or $183,760 at 6%; with 100% employer match about $206,730 at 4% or $137,820 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-6$414,022$72,059$12,010iApproximate average salary by contribution assumption: employee only about $300,246 at 4% or $200,164 at 6%; with 50% employer match about $200,164 at 4% or $133,443 at 6%; with 100% employer match about $150,123 at 4% or $100,082 at 6%.
202025$880,905$432,207$86,441iApproximate average salary by contribution assumption: employee only about $2,161,035 at 4% or $1,440,690 at 6%; with 50% employer match about $1,440,690 at 4% or $960,460 at 6%; with 100% employer match about $1,080,518 at 4% or $720,345 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-5$578,715$408,211$81,642iApproximate average salary by contribution assumption: employee only about $2,041,055 at 4% or $1,360,703 at 6%; with 50% employer match about $1,360,703 at 4% or $907,136 at 6%; with 100% employer match about $1,020,528 at 4% or $680,352 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-5$302,190$23,996$4,799iApproximate average salary by contribution assumption: employee only about $119,980 at 4% or $79,987 at 6%; with 50% employer match about $79,987 at 4% or $53,324 at 6%; with 100% employer match about $59,990 at 4% or $39,993 at 6%.
201924$459,086$240,156$60,039iApproximate average salary by contribution assumption: employee only about $1,500,975 at 4% or $1,000,650 at 6%; with 50% employer match about $1,000,650 at 4% or $667,100 at 6%; with 100% employer match about $750,488 at 4% or $500,325 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-4$265,084$48,003$12,001iApproximate average salary by contribution assumption: employee only about $300,019 at 4% or $200,013 at 6%; with 50% employer match about $200,013 at 4% or $133,342 at 6%; with 100% employer match about $150,009 at 4% or $100,006 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-2$194,002$192,153$96,077iApproximate average salary by contribution assumption: employee only about $2,401,913 at 4% or $1,601,275 at 6%; with 50% employer match about $1,601,275 at 4% or $1,067,517 at 6%; with 100% employer match about $1,200,956 at 4% or $800,638 at 6%.
201825$225,812$208,852$41,770iApproximate average salary by contribution assumption: employee only about $1,044,260 at 4% or $696,173 at 6%; with 50% employer match about $696,173 at 4% or $464,116 at 6%; with 100% employer match about $522,130 at 4% or $348,087 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-5$177,294$77,922$15,584iApproximate average salary by contribution assumption: employee only about $389,610 at 4% or $259,740 at 6%; with 50% employer match about $259,740 at 4% or $173,160 at 6%; with 100% employer match about $194,805 at 4% or $129,870 at 6%.
GREAT ESTATES INC DEFINED BENEFIT PLAN-2$48,518$130,930$65,465iApproximate average salary by contribution assumption: employee only about $1,636,625 at 4% or $1,091,083 at 6%; with 50% employer match about $1,091,083 at 4% or $727,389 at 6%; with 100% employer match about $818,313 at 4% or $545,542 at 6%.
201713$122,105$40,300$13,433iApproximate average salary by contribution assumption: employee only about $335,833 at 4% or $223,889 at 6%; with 50% employer match about $223,889 at 4% or $149,259 at 6%; with 100% employer match about $167,917 at 4% or $111,944 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-3$122,105$40,300$13,433iApproximate average salary by contribution assumption: employee only about $335,833 at 4% or $223,889 at 6%; with 50% employer match about $223,889 at 4% or $149,259 at 6%; with 100% employer match about $167,917 at 4% or $111,944 at 6%.
201612$71,008$39,324$19,662iApproximate average salary by contribution assumption: employee only about $491,550 at 4% or $327,700 at 6%; with 50% employer match about $327,700 at 4% or $218,467 at 6%; with 100% employer match about $245,775 at 4% or $163,850 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-2$71,008$39,324$19,662iApproximate average salary by contribution assumption: employee only about $491,550 at 4% or $327,700 at 6%; with 50% employer match about $327,700 at 4% or $218,467 at 6%; with 100% employer match about $245,775 at 4% or $163,850 at 6%.
201513$58,340$21,112$7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-3$58,340$21,112$7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%.
201412$38,398$18,663$9,332iApproximate average salary by contribution assumption: employee only about $233,288 at 4% or $155,525 at 6%; with 50% employer match about $155,525 at 4% or $103,683 at 6%; with 100% employer match about $116,644 at 4% or $77,763 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-2$38,398$18,663$9,332iApproximate average salary by contribution assumption: employee only about $233,288 at 4% or $155,525 at 6%; with 50% employer match about $155,525 at 4% or $103,683 at 6%; with 100% employer match about $116,644 at 4% or $77,763 at 6%.
201312$17,657$17,115$8,558iApproximate average salary by contribution assumption: employee only about $213,938 at 4% or $142,625 at 6%; with 50% employer match about $142,625 at 4% or $95,083 at 6%; with 100% employer match about $106,969 at 4% or $71,313 at 6%.
Great Estates Inc 401(K) Profit Sharing Plan & Trust-2$17,657$17,115$8,558iApproximate average salary by contribution assumption: employee only about $213,938 at 4% or $142,625 at 6%; with 50% employer match about $142,625 at 4% or $95,083 at 6%; with 100% employer match about $106,969 at 4% or $71,313 at 6%.