Civic Intelligence

Beltz Ianni & Associates LLC

Plan context: Beltz Ianni & Associates 401(K) Profit Sharing Plan

EIN 27-1878708 • Rochester, NY • 8 filings • 1 plans

280 Kenneth Dr, Suite 110Rochester, NY 14623
Current Snapshot

Latest Year

2019

2019 Participants

16

2019 Assets

$2,904,416

2019 Contributions

$208,954

Historical Graphs

Total Assets Over Time

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

$2,904,416$1,452,208$0201220162019YearValue
$2,904,416Latest year 2019

Participants Over Time

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

1790201220162019YearValue
16Latest year 2019

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
2019116$2,904,416$208,954$13,060iApproximate average salary by contribution assumption: employee only about $326,491 at 4% or $217,660 at 6%; with 50% employer match about $217,660 at 4% or $145,107 at 6%; with 100% employer match about $163,245 at 4% or $108,830 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-16$2,904,416$208,954$13,060iApproximate average salary by contribution assumption: employee only about $326,491 at 4% or $217,660 at 6%; with 50% employer match about $217,660 at 4% or $145,107 at 6%; with 100% employer match about $163,245 at 4% or $108,830 at 6%.
2018115$2,749,618$170,643$11,376iApproximate average salary by contribution assumption: employee only about $284,405 at 4% or $189,603 at 6%; with 50% employer match about $189,603 at 4% or $126,402 at 6%; with 100% employer match about $142,203 at 4% or $94,802 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-15$2,749,618$170,643$11,376iApproximate average salary by contribution assumption: employee only about $284,405 at 4% or $189,603 at 6%; with 50% employer match about $189,603 at 4% or $126,402 at 6%; with 100% employer match about $142,203 at 4% or $94,802 at 6%.
2017114$2,805,136$595,634$42,545iApproximate average salary by contribution assumption: employee only about $1,063,632 at 4% or $709,088 at 6%; with 50% employer match about $709,088 at 4% or $472,725 at 6%; with 100% employer match about $531,816 at 4% or $354,544 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-14$2,805,136$595,634$42,545iApproximate average salary by contribution assumption: employee only about $1,063,632 at 4% or $709,088 at 6%; with 50% employer match about $709,088 at 4% or $472,725 at 6%; with 100% employer match about $531,816 at 4% or $354,544 at 6%.
2016116$1,954,421$817,424$51,089iApproximate average salary by contribution assumption: employee only about $1,277,225 at 4% or $851,483 at 6%; with 50% employer match about $851,483 at 4% or $567,656 at 6%; with 100% employer match about $638,613 at 4% or $425,742 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-16$1,954,421$817,424$51,089iApproximate average salary by contribution assumption: employee only about $1,277,225 at 4% or $851,483 at 6%; with 50% employer match about $851,483 at 4% or $567,656 at 6%; with 100% employer match about $638,613 at 4% or $425,742 at 6%.
2015117$1,180,885$323,397$19,023iApproximate average salary by contribution assumption: employee only about $475,584 at 4% or $317,056 at 6%; with 50% employer match about $317,056 at 4% or $211,371 at 6%; with 100% employer match about $237,792 at 4% or $158,528 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-17$1,180,885$323,397$19,023iApproximate average salary by contribution assumption: employee only about $475,584 at 4% or $317,056 at 6%; with 50% employer match about $317,056 at 4% or $211,371 at 6%; with 100% employer match about $237,792 at 4% or $158,528 at 6%.
2014114$876,975$606,258$43,304iApproximate average salary by contribution assumption: employee only about $1,082,604 at 4% or $721,736 at 6%; with 50% employer match about $721,736 at 4% or $481,157 at 6%; with 100% employer match about $541,302 at 4% or $360,868 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-14$876,975$606,258$43,304iApproximate average salary by contribution assumption: employee only about $1,082,604 at 4% or $721,736 at 6%; with 50% employer match about $721,736 at 4% or $481,157 at 6%; with 100% employer match about $541,302 at 4% or $360,868 at 6%.
2013110$238,432$149,550$14,955iApproximate average salary by contribution assumption: employee only about $373,875 at 4% or $249,250 at 6%; with 50% employer match about $249,250 at 4% or $166,167 at 6%; with 100% employer match about $186,938 at 4% or $124,625 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-10$238,432$149,550$14,955iApproximate average salary by contribution assumption: employee only about $373,875 at 4% or $249,250 at 6%; with 50% employer match about $249,250 at 4% or $166,167 at 6%; with 100% employer match about $186,938 at 4% or $124,625 at 6%.
201217$70,646$69,146$9,878iApproximate average salary by contribution assumption: employee only about $246,950 at 4% or $164,633 at 6%; with 50% employer match about $164,633 at 4% or $109,756 at 6%; with 100% employer match about $123,475 at 4% or $82,317 at 6%.
Beltz Ianni & Associates 401(K) Profit Sharing Plan-7$70,646$69,146$9,878iApproximate average salary by contribution assumption: employee only about $246,950 at 4% or $164,633 at 6%; with 50% employer match about $164,633 at 4% or $109,756 at 6%; with 100% employer match about $123,475 at 4% or $82,317 at 6%.