Ives and Associates Inc
Plan context: Ives and Associates Inc 401(K) Profit Sharing Plan & Trust
EIN 31-1018340 • Columbus, OH • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,863,524
2024 Contributions
$31,013
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 | 4 | $1,863,524 | $31,013 | $7,753iApproximate average salary by contribution assumption: employee only about $193,831 at 4% or $129,221 at 6%; with 50% employer match about $129,221 at 4% or $86,147 at 6%; with 100% employer match about $96,916 at 4% or $64,610 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $1,863,524 | $31,013 | $7,753iApproximate average salary by contribution assumption: employee only about $193,831 at 4% or $129,221 at 6%; with 50% employer match about $129,221 at 4% or $86,147 at 6%; with 100% employer match about $96,916 at 4% or $64,610 at 6%. |
| 2023 | 1 | 6 | $1,503,431 | $52,028 | $8,671iApproximate average salary by contribution assumption: employee only about $216,783 at 4% or $144,522 at 6%; with 50% employer match about $144,522 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $1,503,431 | $52,028 | $8,671iApproximate average salary by contribution assumption: employee only about $216,783 at 4% or $144,522 at 6%; with 50% employer match about $144,522 at 4% or $96,348 at 6%; with 100% employer match about $108,392 at 4% or $72,261 at 6%. |
| 2022 | 1 | 6 | $1,153,752 | $48,321 | $8,054iApproximate average salary by contribution assumption: employee only about $201,338 at 4% or $134,225 at 6%; with 50% employer match about $134,225 at 4% or $89,483 at 6%; with 100% employer match about $100,669 at 4% or $67,113 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $1,153,752 | $48,321 | $8,054iApproximate average salary by contribution assumption: employee only about $201,338 at 4% or $134,225 at 6%; with 50% employer match about $134,225 at 4% or $89,483 at 6%; with 100% employer match about $100,669 at 4% or $67,113 at 6%. |
| 2021 | 1 | 4 | $1,429,881 | $39,589 | $9,897iApproximate average salary by contribution assumption: employee only about $247,431 at 4% or $164,954 at 6%; with 50% employer match about $164,954 at 4% or $109,969 at 6%; with 100% employer match about $123,716 at 4% or $82,477 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $1,429,881 | $39,589 | $9,897iApproximate average salary by contribution assumption: employee only about $247,431 at 4% or $164,954 at 6%; with 50% employer match about $164,954 at 4% or $109,969 at 6%; with 100% employer match about $123,716 at 4% or $82,477 at 6%. |
| 2020 | 1 | 13 | $2,001,990 | $43,724 | $3,363iApproximate average salary by contribution assumption: employee only about $84,085 at 4% or $56,056 at 6%; with 50% employer match about $56,056 at 4% or $37,371 at 6%; with 100% employer match about $42,042 at 4% or $28,028 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $2,001,990 | $43,724 | $3,363iApproximate average salary by contribution assumption: employee only about $84,085 at 4% or $56,056 at 6%; with 50% employer match about $56,056 at 4% or $37,371 at 6%; with 100% employer match about $42,042 at 4% or $28,028 at 6%. |
| 2019 | 1 | 14 | $1,698,163 | $52,150 | $3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $1,698,163 | $52,150 | $3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| 2018 | 1 | 22 | $1,932,253 | $55,879 | $2,540iApproximate average salary by contribution assumption: employee only about $63,499 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 22 | $1,932,253 | $55,879 | $2,540iApproximate average salary by contribution assumption: employee only about $63,499 at 4% or $42,333 at 6%; with 50% employer match about $42,333 at 4% or $28,222 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%. |
| 2017 | 1 | 26 | $2,007,999 | $59,649 | $2,294iApproximate average salary by contribution assumption: employee only about $57,355 at 4% or $38,237 at 6%; with 50% employer match about $38,237 at 4% or $25,491 at 6%; with 100% employer match about $28,677 at 4% or $19,118 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $2,007,999 | $59,649 | $2,294iApproximate average salary by contribution assumption: employee only about $57,355 at 4% or $38,237 at 6%; with 50% employer match about $38,237 at 4% or $25,491 at 6%; with 100% employer match about $28,677 at 4% or $19,118 at 6%. |
| 2016 | 1 | 26 | $1,642,497 | $93,892 | $3,611iApproximate average salary by contribution assumption: employee only about $90,281 at 4% or $60,187 at 6%; with 50% employer match about $60,187 at 4% or $40,125 at 6%; with 100% employer match about $45,140 at 4% or $30,094 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $1,642,497 | $93,892 | $3,611iApproximate average salary by contribution assumption: employee only about $90,281 at 4% or $60,187 at 6%; with 50% employer match about $60,187 at 4% or $40,125 at 6%; with 100% employer match about $45,140 at 4% or $30,094 at 6%. |
| 2015 | 1 | 27 | $1,914,653 | $92,404 | $3,422iApproximate average salary by contribution assumption: employee only about $85,559 at 4% or $57,040 at 6%; with 50% employer match about $57,040 at 4% or $38,026 at 6%; with 100% employer match about $42,780 at 4% or $28,520 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $1,914,653 | $92,404 | $3,422iApproximate average salary by contribution assumption: employee only about $85,559 at 4% or $57,040 at 6%; with 50% employer match about $57,040 at 4% or $38,026 at 6%; with 100% employer match about $42,780 at 4% or $28,520 at 6%. |
| 2014 | 1 | 25 | $1,805,386 | $101,848 | $4,074iApproximate average salary by contribution assumption: employee only about $101,848 at 4% or $67,899 at 6%; with 50% employer match about $67,899 at 4% or $45,266 at 6%; with 100% employer match about $50,924 at 4% or $33,949 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 25 | $1,805,386 | $101,848 | $4,074iApproximate average salary by contribution assumption: employee only about $101,848 at 4% or $67,899 at 6%; with 50% employer match about $67,899 at 4% or $45,266 at 6%; with 100% employer match about $50,924 at 4% or $33,949 at 6%. |
| 2013 | 1 | 23 | $1,776,249 | $87,357 | $3,798iApproximate average salary by contribution assumption: employee only about $94,953 at 4% or $63,302 at 6%; with 50% employer match about $63,302 at 4% or $42,201 at 6%; with 100% employer match about $47,477 at 4% or $31,651 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 23 | $1,776,249 | $87,357 | $3,798iApproximate average salary by contribution assumption: employee only about $94,953 at 4% or $63,302 at 6%; with 50% employer match about $63,302 at 4% or $42,201 at 6%; with 100% employer match about $47,477 at 4% or $31,651 at 6%. |
| 2012 | 1 | 44 | $1,328,036 | $103,014 | $2,341iApproximate average salary by contribution assumption: employee only about $58,531 at 4% or $39,020 at 6%; with 50% employer match about $39,020 at 4% or $26,014 at 6%; with 100% employer match about $29,265 at 4% or $19,510 at 6%. |
| Ives and Associates Inc 401(K) Profit Sharing Plan & Trust | - | 44 | $1,328,036 | $103,014 | $2,341iApproximate average salary by contribution assumption: employee only about $58,531 at 4% or $39,020 at 6%; with 50% employer match about $39,020 at 4% or $26,014 at 6%; with 100% employer match about $29,265 at 4% or $19,510 at 6%. |
| 2011 | 1 | 24 | $1,083,470 | $72,616 | $3,026iApproximate average salary by contribution assumption: employee only about $75,642 at 4% or $50,428 at 6%; with 50% employer match about $50,428 at 4% or $33,619 at 6%; with 100% employer match about $37,821 at 4% or $25,214 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 24 | $1,083,470 | $72,616 | $3,026iApproximate average salary by contribution assumption: employee only about $75,642 at 4% or $50,428 at 6%; with 50% employer match about $50,428 at 4% or $33,619 at 6%; with 100% employer match about $37,821 at 4% or $25,214 at 6%. |
| 2010 | 1 | 25 | $1,436,714 | $79,023 | $3,161iApproximate average salary by contribution assumption: employee only about $79,023 at 4% or $52,682 at 6%; with 50% employer match about $52,682 at 4% or $35,121 at 6%; with 100% employer match about $39,512 at 4% or $26,341 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 25 | $1,436,714 | $79,023 | $3,161iApproximate average salary by contribution assumption: employee only about $79,023 at 4% or $52,682 at 6%; with 50% employer match about $52,682 at 4% or $35,121 at 6%; with 100% employer match about $39,512 at 4% or $26,341 at 6%. |
| 2009 | 1 | 31 | $1,244,167 | $74,851 | $2,415iApproximate average salary by contribution assumption: employee only about $60,364 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,182 at 4% or $20,121 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 31 | $1,244,167 | $74,851 | $2,415iApproximate average salary by contribution assumption: employee only about $60,364 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,182 at 4% or $20,121 at 6%. |
| 2008 | 1 | 42 | $930,943 | $125,426 | $2,986iApproximate average salary by contribution assumption: employee only about $74,658 at 4% or $49,772 at 6%; with 50% employer match about $49,772 at 4% or $33,181 at 6%; with 100% employer match about $37,329 at 4% or $24,886 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 42 | $930,943 | $125,426 | $2,986iApproximate average salary by contribution assumption: employee only about $74,658 at 4% or $49,772 at 6%; with 50% employer match about $49,772 at 4% or $33,181 at 6%; with 100% employer match about $37,329 at 4% or $24,886 at 6%. |
| 2007 | 1 | 42 | $1,345,158 | $185,819 | $4,424iApproximate average salary by contribution assumption: employee only about $110,607 at 4% or $73,738 at 6%; with 50% employer match about $73,738 at 4% or $49,158 at 6%; with 100% employer match about $55,303 at 4% or $36,869 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 42 | $1,345,158 | $185,819 | $4,424iApproximate average salary by contribution assumption: employee only about $110,607 at 4% or $73,738 at 6%; with 50% employer match about $73,738 at 4% or $49,158 at 6%; with 100% employer match about $55,303 at 4% or $36,869 at 6%. |
| 2006 | 1 | 41 | $1,064,254 | $130,793 | $3,190iApproximate average salary by contribution assumption: employee only about $79,752 at 4% or $53,168 at 6%; with 50% employer match about $53,168 at 4% or $35,445 at 6%; with 100% employer match about $39,876 at 4% or $26,584 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 41 | $1,064,254 | $130,793 | $3,190iApproximate average salary by contribution assumption: employee only about $79,752 at 4% or $53,168 at 6%; with 50% employer match about $53,168 at 4% or $35,445 at 6%; with 100% employer match about $39,876 at 4% or $26,584 at 6%. |
| 2005 | 1 | 37 | $840,164 | $97,606 | $2,638iApproximate average salary by contribution assumption: employee only about $65,950 at 4% or $43,967 at 6%; with 50% employer match about $43,967 at 4% or $29,311 at 6%; with 100% employer match about $32,975 at 4% or $21,983 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 37 | $840,164 | $97,606 | $2,638iApproximate average salary by contribution assumption: employee only about $65,950 at 4% or $43,967 at 6%; with 50% employer match about $43,967 at 4% or $29,311 at 6%; with 100% employer match about $32,975 at 4% or $21,983 at 6%. |
| 2004 | 1 | 37 | $687,442 | $105,733 | $2,858iApproximate average salary by contribution assumption: employee only about $71,441 at 4% or $47,627 at 6%; with 50% employer match about $47,627 at 4% or $31,752 at 6%; with 100% employer match about $35,721 at 4% or $23,814 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 37 | $687,442 | $105,733 | $2,858iApproximate average salary by contribution assumption: employee only about $71,441 at 4% or $47,627 at 6%; with 50% employer match about $47,627 at 4% or $31,752 at 6%; with 100% employer match about $35,721 at 4% or $23,814 at 6%. |
| 2003 | 1 | 33 | $608,416 | $80,893 | $2,451iApproximate average salary by contribution assumption: employee only about $61,283 at 4% or $40,855 at 6%; with 50% employer match about $40,855 at 4% or $27,237 at 6%; with 100% employer match about $30,641 at 4% or $20,428 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 33 | $608,416 | $80,893 | $2,451iApproximate average salary by contribution assumption: employee only about $61,283 at 4% or $40,855 at 6%; with 50% employer match about $40,855 at 4% or $27,237 at 6%; with 100% employer match about $30,641 at 4% or $20,428 at 6%. |
| 2002 | 1 | 33 | $454,421 | $97,868 | $2,966iApproximate average salary by contribution assumption: employee only about $74,142 at 4% or $49,428 at 6%; with 50% employer match about $49,428 at 4% or $32,952 at 6%; with 100% employer match about $37,071 at 4% or $24,714 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 33 | $454,421 | $97,868 | $2,966iApproximate average salary by contribution assumption: employee only about $74,142 at 4% or $49,428 at 6%; with 50% employer match about $49,428 at 4% or $32,952 at 6%; with 100% employer match about $37,071 at 4% or $24,714 at 6%. |
| 2001 | 1 | 31 | $0 | $0 | - |
| Ives & Associates Inc. 401K Plan | - | 31 | - | - | - |
| 1999 | 1 | 31 | $441,583 | $88,133 | $2,843iApproximate average salary by contribution assumption: employee only about $71,075 at 4% or $47,383 at 6%; with 50% employer match about $47,383 at 4% or $31,589 at 6%; with 100% employer match about $35,538 at 4% or $23,692 at 6%. |
| Ives & Associates Inc. 401K Plan | - | 31 | $441,583 | $88,133 | $2,843iApproximate average salary by contribution assumption: employee only about $71,075 at 4% or $47,383 at 6%; with 50% employer match about $47,383 at 4% or $31,589 at 6%; with 100% employer match about $35,538 at 4% or $23,692 at 6%. |