Andreozzi & Associates PC.
Plan context: ANDREOZZI 401(K) PLAN
EIN 27-1932112 • Harrisburg, PA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$4,188,886
2024 Contributions
$197,546
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 | 14 | $4,188,886 | $197,546 | $14,110iApproximate average salary by contribution assumption: employee only about $352,761 at 4% or $235,174 at 6%; with 50% employer match about $235,174 at 4% or $156,783 at 6%; with 100% employer match about $176,380 at 4% or $117,587 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 14 | $4,188,886 | $197,546 | $14,110iApproximate average salary by contribution assumption: employee only about $352,761 at 4% or $235,174 at 6%; with 50% employer match about $235,174 at 4% or $156,783 at 6%; with 100% employer match about $176,380 at 4% or $117,587 at 6%. |
| 2023 | 1 | 13 | $3,518,507 | $306,222 | $23,556iApproximate average salary by contribution assumption: employee only about $588,888 at 4% or $392,592 at 6%; with 50% employer match about $392,592 at 4% or $261,728 at 6%; with 100% employer match about $294,444 at 4% or $196,296 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 13 | $3,518,507 | $306,222 | $23,556iApproximate average salary by contribution assumption: employee only about $588,888 at 4% or $392,592 at 6%; with 50% employer match about $392,592 at 4% or $261,728 at 6%; with 100% employer match about $294,444 at 4% or $196,296 at 6%. |
| 2022 | 2 | 11 | $2,706,914 | $1,755,321 | $159,575iApproximate average salary by contribution assumption: employee only about $3,989,366 at 4% or $2,659,577 at 6%; with 50% employer match about $2,659,577 at 4% or $1,773,052 at 6%; with 100% employer match about $1,994,683 at 4% or $1,329,789 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 11 | $2,706,914 | $1,595,264 | $145,024iApproximate average salary by contribution assumption: employee only about $3,625,600 at 4% or $2,417,067 at 6%; with 50% employer match about $2,417,067 at 4% or $1,611,378 at 6%; with 100% employer match about $1,812,800 at 4% or $1,208,533 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 0 | $0 | $160,057 | - |
| 2021 | 2 | 9 | $2,858,721 | $113,288 | $12,588iApproximate average salary by contribution assumption: employee only about $314,689 at 4% or $209,793 at 6%; with 50% employer match about $209,793 at 4% or $139,862 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 9 | $1,459,971 | $113,288 | $12,588iApproximate average salary by contribution assumption: employee only about $314,689 at 4% or $209,793 at 6%; with 50% employer match about $209,793 at 4% or $139,862 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 8 | $1,398,750 | $0 | - |
| 2020 | 2 | 7 | $2,428,894 | $272,718 | $38,960iApproximate average salary by contribution assumption: employee only about $973,993 at 4% or $649,329 at 6%; with 50% employer match about $649,329 at 4% or $432,886 at 6%; with 100% employer match about $486,996 at 4% or $324,664 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 7 | $1,248,169 | $175,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 7 | $1,180,725 | $97,718 | $13,960iApproximate average salary by contribution assumption: employee only about $348,993 at 4% or $232,662 at 6%; with 50% employer match about $232,662 at 4% or $155,108 at 6%; with 100% employer match about $174,496 at 4% or $116,331 at 6%. |
| 2019 | 2 | 5 | $1,648,131 | $90,910 | $18,182iApproximate average salary by contribution assumption: employee only about $454,550 at 4% or $303,033 at 6%; with 50% employer match about $303,033 at 4% or $202,022 at 6%; with 100% employer match about $227,275 at 4% or $151,517 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 5 | $902,943 | $90,910 | $18,182iApproximate average salary by contribution assumption: employee only about $454,550 at 4% or $303,033 at 6%; with 50% employer match about $303,033 at 4% or $202,022 at 6%; with 100% employer match about $227,275 at 4% or $151,517 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 5 | $745,188 | $0 | - |
| 2018 | 2 | 4 | $1,318,200 | $266,018 | $66,505iApproximate average salary by contribution assumption: employee only about $1,662,613 at 4% or $1,108,408 at 6%; with 50% employer match about $1,108,408 at 4% or $738,939 at 6%; with 100% employer match about $831,306 at 4% or $554,204 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 4 | $667,334 | $183,340 | $45,835iApproximate average salary by contribution assumption: employee only about $1,145,875 at 4% or $763,917 at 6%; with 50% employer match about $763,917 at 4% or $509,278 at 6%; with 100% employer match about $572,938 at 4% or $381,958 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 4 | $650,866 | $82,678 | $20,670iApproximate average salary by contribution assumption: employee only about $516,738 at 4% or $344,492 at 6%; with 50% employer match about $344,492 at 4% or $229,661 at 6%; with 100% employer match about $258,369 at 4% or $172,246 at 6%. |
| 2017 | 2 | 4 | $1,095,476 | $224,912 | $56,228iApproximate average salary by contribution assumption: employee only about $1,405,700 at 4% or $937,133 at 6%; with 50% employer match about $937,133 at 4% or $624,756 at 6%; with 100% employer match about $702,850 at 4% or $468,567 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 4 | $606,587 | $130,199 | $32,550iApproximate average salary by contribution assumption: employee only about $813,744 at 4% or $542,496 at 6%; with 50% employer match about $542,496 at 4% or $361,664 at 6%; with 100% employer match about $406,872 at 4% or $271,248 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 4 | $488,889 | $94,713 | $23,678iApproximate average salary by contribution assumption: employee only about $591,956 at 4% or $394,638 at 6%; with 50% employer match about $394,638 at 4% or $263,092 at 6%; with 100% employer match about $295,978 at 4% or $197,319 at 6%. |
| 2016 | 2 | 4 | $760,865 | $190,565 | $47,641iApproximate average salary by contribution assumption: employee only about $1,191,031 at 4% or $794,021 at 6%; with 50% employer match about $794,021 at 4% or $529,347 at 6%; with 100% employer match about $595,516 at 4% or $397,010 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 4 | $393,503 | $83,708 | $20,927iApproximate average salary by contribution assumption: employee only about $523,175 at 4% or $348,783 at 6%; with 50% employer match about $348,783 at 4% or $232,522 at 6%; with 100% employer match about $261,588 at 4% or $174,392 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 4 | $367,362 | $106,857 | $26,714iApproximate average salary by contribution assumption: employee only about $667,856 at 4% or $445,238 at 6%; with 50% employer match about $445,238 at 4% or $296,825 at 6%; with 100% employer match about $333,928 at 4% or $222,619 at 6%. |
| 2015 | 2 | 2 | $554,091 | $150,977 | $75,489iApproximate average salary by contribution assumption: employee only about $1,887,213 at 4% or $1,258,142 at 6%; with 50% employer match about $1,258,142 at 4% or $838,761 at 6%; with 100% employer match about $943,606 at 4% or $629,071 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 2 | $302,606 | $51,741 | $25,871iApproximate average salary by contribution assumption: employee only about $646,763 at 4% or $431,175 at 6%; with 50% employer match about $431,175 at 4% or $287,450 at 6%; with 100% employer match about $323,381 at 4% or $215,588 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 2 | $251,485 | $99,236 | $49,618iApproximate average salary by contribution assumption: employee only about $1,240,450 at 4% or $826,967 at 6%; with 50% employer match about $826,967 at 4% or $551,311 at 6%; with 100% employer match about $620,225 at 4% or $413,483 at 6%. |
| 2014 | 2 | 3 | $416,864 | $110,079 | $36,693iApproximate average salary by contribution assumption: employee only about $917,325 at 4% or $611,550 at 6%; with 50% employer match about $611,550 at 4% or $407,700 at 6%; with 100% employer match about $458,663 at 4% or $305,775 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 3 | $268,864 | $36,234 | $12,078iApproximate average salary by contribution assumption: employee only about $301,950 at 4% or $201,300 at 6%; with 50% employer match about $201,300 at 4% or $134,200 at 6%; with 100% employer match about $150,975 at 4% or $100,650 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 1 | $148,000 | $73,845 | $73,845iApproximate average salary by contribution assumption: employee only about $1,846,125 at 4% or $1,230,750 at 6%; with 50% employer match about $1,230,750 at 4% or $820,500 at 6%; with 100% employer match about $923,063 at 4% or $615,375 at 6%. |
| 2013 | 2 | 2 | $318,699 | $110,330 | $55,165iApproximate average salary by contribution assumption: employee only about $1,379,125 at 4% or $919,417 at 6%; with 50% employer match about $919,417 at 4% or $612,944 at 6%; with 100% employer match about $689,563 at 4% or $459,708 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 2 | $244,544 | $36,175 | $18,088iApproximate average salary by contribution assumption: employee only about $452,188 at 4% or $301,458 at 6%; with 50% employer match about $301,458 at 4% or $200,972 at 6%; with 100% employer match about $226,094 at 4% or $150,729 at 6%. |
| Andreozzi & Associates PC. Cash Balance Pension Pan and Trust | - | 2 | $74,155 | $74,155 | $37,078iApproximate average salary by contribution assumption: employee only about $926,938 at 4% or $617,958 at 6%; with 50% employer match about $617,958 at 4% or $411,972 at 6%; with 100% employer match about $463,469 at 4% or $308,979 at 6%. |
| 2012 | 1 | 2 | $184,260 | $56,792 | $28,396iApproximate average salary by contribution assumption: employee only about $709,900 at 4% or $473,267 at 6%; with 50% employer match about $473,267 at 4% or $315,511 at 6%; with 100% employer match about $354,950 at 4% or $236,633 at 6%. |
| ANDREOZZI 401(K) PLAN | - | 2 | $184,260 | $56,792 | $28,396iApproximate average salary by contribution assumption: employee only about $709,900 at 4% or $473,267 at 6%; with 50% employer match about $473,267 at 4% or $315,511 at 6%; with 100% employer match about $354,950 at 4% or $236,633 at 6%. |