Civic Intelligence

Petretti & Associates LLC

Plan context: Petretti & Associates 401(K) Profit Sharing Plan and Trust

EIN 27-4427311 • New York, NY • 15 filings • 3 plans

149 Madison Avenue Suite 302New York, NY 10016-6823
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$5,105,488

2024 Contributions

$244,491

Historical Graphs

Total Assets Over Time

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

$5,105,488$2,552,744$0201120182024YearValue
$5,105,488Latest year 2024

Participants Over Time

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

39200201120182024YearValue
21Latest 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
2024121$5,105,488$244,491$11,642iApproximate average salary by contribution assumption: employee only about $291,061 at 4% or $194,040 at 6%; with 50% employer match about $194,040 at 4% or $129,360 at 6%; with 100% employer match about $145,530 at 4% or $97,020 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-21$5,105,488$244,491$11,642iApproximate average salary by contribution assumption: employee only about $291,061 at 4% or $194,040 at 6%; with 50% employer match about $194,040 at 4% or $129,360 at 6%; with 100% employer match about $145,530 at 4% or $97,020 at 6%.
2023123$4,423,074$293,085$12,743iApproximate average salary by contribution assumption: employee only about $318,571 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-23$4,423,074$293,085$12,743iApproximate average salary by contribution assumption: employee only about $318,571 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
2022127$3,455,155$469,237$17,379iApproximate average salary by contribution assumption: employee only about $434,479 at 4% or $289,652 at 6%; with 50% employer match about $289,652 at 4% or $193,102 at 6%; with 100% employer match about $217,239 at 4% or $144,826 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-27$3,455,155$469,237$17,379iApproximate average salary by contribution assumption: employee only about $434,479 at 4% or $289,652 at 6%; with 50% employer match about $289,652 at 4% or $193,102 at 6%; with 100% employer match about $217,239 at 4% or $144,826 at 6%.
2021120$3,760,582$274,794$13,740iApproximate average salary by contribution assumption: employee only about $343,493 at 4% or $228,995 at 6%; with 50% employer match about $228,995 at 4% or $152,663 at 6%; with 100% employer match about $171,746 at 4% or $114,498 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-20$3,760,582$274,794$13,740iApproximate average salary by contribution assumption: employee only about $343,493 at 4% or $228,995 at 6%; with 50% employer match about $228,995 at 4% or $152,663 at 6%; with 100% employer match about $171,746 at 4% or $114,498 at 6%.
2020125$3,292,156$354,791$14,192iApproximate average salary by contribution assumption: employee only about $354,791 at 4% or $236,527 at 6%; with 50% employer match about $236,527 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-25$3,292,156$354,791$14,192iApproximate average salary by contribution assumption: employee only about $354,791 at 4% or $236,527 at 6%; with 50% employer match about $236,527 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
2019236$3,178,526$1,515,369$42,094iApproximate average salary by contribution assumption: employee only about $1,052,340 at 4% or $701,560 at 6%; with 50% employer match about $701,560 at 4% or $467,706 at 6%; with 100% employer match about $526,170 at 4% or $350,780 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-36$2,497,526$465,369$12,927iApproximate average salary by contribution assumption: employee only about $323,173 at 4% or $215,449 at 6%; with 50% employer match about $215,449 at 4% or $143,632 at 6%; with 100% employer match about $161,586 at 4% or $107,724 at 6%.
PETRETTI CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN-34$681,000$1,050,000$30,882iApproximate average salary by contribution assumption: employee only about $772,059 at 4% or $514,706 at 6%; with 50% employer match about $514,706 at 4% or $343,137 at 6%; with 100% employer match about $386,029 at 4% or $257,353 at 6%.
2018139$2,062,183$347,926$8,921iApproximate average salary by contribution assumption: employee only about $223,029 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,515 at 4% or $74,343 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-39$2,062,183$347,926$8,921iApproximate average salary by contribution assumption: employee only about $223,029 at 4% or $148,686 at 6%; with 50% employer match about $148,686 at 4% or $99,124 at 6%; with 100% employer match about $111,515 at 4% or $74,343 at 6%.
2017132$1,967,946$316,062$9,877iApproximate average salary by contribution assumption: employee only about $246,923 at 4% or $164,616 at 6%; with 50% employer match about $164,616 at 4% or $109,744 at 6%; with 100% employer match about $123,462 at 4% or $82,308 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-32$1,967,946$316,062$9,877iApproximate average salary by contribution assumption: employee only about $246,923 at 4% or $164,616 at 6%; with 50% employer match about $164,616 at 4% or $109,744 at 6%; with 100% employer match about $123,462 at 4% or $82,308 at 6%.
2016127$1,490,177$290,092$10,744iApproximate average salary by contribution assumption: employee only about $268,604 at 4% or $179,069 at 6%; with 50% employer match about $179,069 at 4% or $119,379 at 6%; with 100% employer match about $134,302 at 4% or $89,535 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-27$1,490,177$290,092$10,744iApproximate average salary by contribution assumption: employee only about $268,604 at 4% or $179,069 at 6%; with 50% employer match about $179,069 at 4% or $119,379 at 6%; with 100% employer match about $134,302 at 4% or $89,535 at 6%.
2015122$1,124,872$299,977$13,635iApproximate average salary by contribution assumption: employee only about $340,883 at 4% or $227,255 at 6%; with 50% employer match about $227,255 at 4% or $151,504 at 6%; with 100% employer match about $170,441 at 4% or $113,628 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-22$1,124,872$299,977$13,635iApproximate average salary by contribution assumption: employee only about $340,883 at 4% or $227,255 at 6%; with 50% employer match about $227,255 at 4% or $151,504 at 6%; with 100% employer match about $170,441 at 4% or $113,628 at 6%.
2014131$931,248$144,138$4,650iApproximate average salary by contribution assumption: employee only about $116,240 at 4% or $77,494 at 6%; with 50% employer match about $77,494 at 4% or $51,662 at 6%; with 100% employer match about $58,120 at 4% or $38,747 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-31$931,248$144,138$4,650iApproximate average salary by contribution assumption: employee only about $116,240 at 4% or $77,494 at 6%; with 50% employer match about $77,494 at 4% or $51,662 at 6%; with 100% employer match about $58,120 at 4% or $38,747 at 6%.
2013113$957,414$165,202$12,708iApproximate average salary by contribution assumption: employee only about $317,696 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,899 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-13$957,414$165,202$12,708iApproximate average salary by contribution assumption: employee only about $317,696 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,899 at 6%.
2012112$684,339$421,692$35,141iApproximate average salary by contribution assumption: employee only about $878,525 at 4% or $585,683 at 6%; with 50% employer match about $585,683 at 4% or $390,456 at 6%; with 100% employer match about $439,263 at 4% or $292,842 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-12$684,339$421,692$35,141iApproximate average salary by contribution assumption: employee only about $878,525 at 4% or $585,683 at 6%; with 50% employer match about $585,683 at 4% or $390,456 at 6%; with 100% employer match about $439,263 at 4% or $292,842 at 6%.
201117$229,275$231,031$33,004iApproximate average salary by contribution assumption: employee only about $825,111 at 4% or $550,074 at 6%; with 50% employer match about $550,074 at 4% or $366,716 at 6%; with 100% employer match about $412,555 at 4% or $275,037 at 6%.
Petretti & Associates 401(K) Profit Sharing Plan and Trust-7$229,275$231,031$33,004iApproximate average salary by contribution assumption: employee only about $825,111 at 4% or $550,074 at 6%; with 50% employer match about $550,074 at 4% or $366,716 at 6%; with 100% employer match about $412,555 at 4% or $275,037 at 6%.