Civic Intelligence

Adr & Associates Ltd

Plan context: Adr & Associates Employee Stock Ownership Plan

EIN 31-1499809 • Newark, OH • 30 filings • 7 plans

88 W. Church St.Newark, OH 43055
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$4,769,293

2024 Contributions

$286,964

Historical Graphs

Total Assets Over Time

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

$5,392,867$2,696,434$0199920122024YearValue
$4,769,293Latest year 2024

Participants Over Time

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

26130199920122024YearValue
23Latest 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
2024123$4,769,293$286,964$12,477iApproximate average salary by contribution assumption: employee only about $311,917 at 4% or $207,945 at 6%; with 50% employer match about $207,945 at 4% or $138,630 at 6%; with 100% employer match about $155,959 at 4% or $103,972 at 6%.
Adr & Associates Employee Stock Ownership Plan-23$4,769,293$286,964$12,477iApproximate average salary by contribution assumption: employee only about $311,917 at 4% or $207,945 at 6%; with 50% employer match about $207,945 at 4% or $138,630 at 6%; with 100% employer match about $155,959 at 4% or $103,972 at 6%.
2023223$5,392,867$344,621$14,984iApproximate average salary by contribution assumption: employee only about $374,588 at 4% or $249,725 at 6%; with 50% employer match about $249,725 at 4% or $166,484 at 6%; with 100% employer match about $187,294 at 4% or $124,863 at 6%.
Adr & Associates Employee Stock Ownership Plan-23$3,810,000$187,135$8,136iApproximate average salary by contribution assumption: employee only about $203,408 at 4% or $135,605 at 6%; with 50% employer match about $135,605 at 4% or $90,403 at 6%; with 100% employer match about $101,704 at 4% or $67,803 at 6%.
Adr & Associates Ltd Profit Sharing Plan-20$1,582,867$157,486$7,874iApproximate average salary by contribution assumption: employee only about $196,858 at 4% or $131,238 at 6%; with 50% employer match about $131,238 at 4% or $87,492 at 6%; with 100% employer match about $98,429 at 4% or $65,619 at 6%.
2022220$4,919,551$340,493$17,025iApproximate average salary by contribution assumption: employee only about $425,616 at 4% or $283,744 at 6%; with 50% employer match about $283,744 at 4% or $189,163 at 6%; with 100% employer match about $212,808 at 4% or $141,872 at 6%.
Adr & Associates Employee Stock Ownership Plan-20$3,365,000$185,224$9,261iApproximate average salary by contribution assumption: employee only about $231,530 at 4% or $154,353 at 6%; with 50% employer match about $154,353 at 4% or $102,902 at 6%; with 100% employer match about $115,765 at 4% or $77,177 at 6%.
Adr & Associates Ltd Profit Sharing Plan-16$1,554,551$155,269$9,704iApproximate average salary by contribution assumption: employee only about $242,608 at 4% or $161,739 at 6%; with 50% employer match about $161,739 at 4% or $107,826 at 6%; with 100% employer match about $121,304 at 4% or $80,869 at 6%.
2021220$4,972,052$294,857$14,743iApproximate average salary by contribution assumption: employee only about $368,571 at 4% or $245,714 at 6%; with 50% employer match about $245,714 at 4% or $163,809 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%.
Adr & Associates Employee Stock Ownership Plan-20$3,068,500$125,889$6,294iApproximate average salary by contribution assumption: employee only about $157,361 at 4% or $104,908 at 6%; with 50% employer match about $104,908 at 4% or $69,938 at 6%; with 100% employer match about $78,681 at 4% or $52,454 at 6%.
Adr & Associates Ltd Profit Sharing Plan-17$1,903,552$168,968$9,939iApproximate average salary by contribution assumption: employee only about $248,482 at 4% or $165,655 at 6%; with 50% employer match about $165,655 at 4% or $110,437 at 6%; with 100% employer match about $124,241 at 4% or $82,827 at 6%.
2020218$2,273,060$437,644$24,314iApproximate average salary by contribution assumption: employee only about $607,839 at 4% or $405,226 at 6%; with 50% employer match about $405,226 at 4% or $270,151 at 6%; with 100% employer match about $303,919 at 4% or $202,613 at 6%.
Adr & Associates Ltd Profit Sharing Plan-16$1,579,060$131,013$8,188iApproximate average salary by contribution assumption: employee only about $204,708 at 4% or $136,472 at 6%; with 50% employer match about $136,472 at 4% or $90,981 at 6%; with 100% employer match about $102,354 at 4% or $68,236 at 6%.
Adr & Associates Employee Stock Ownership Plan-18$694,000$306,631$17,035iApproximate average salary by contribution assumption: employee only about $425,876 at 4% or $283,918 at 6%; with 50% employer match about $283,918 at 4% or $189,278 at 6%; with 100% employer match about $212,938 at 4% or $141,959 at 6%.
2019117$1,238,240$148,684$8,746iApproximate average salary by contribution assumption: employee only about $218,653 at 4% or $145,769 at 6%; with 50% employer match about $145,769 at 4% or $97,179 at 6%; with 100% employer match about $109,326 at 4% or $72,884 at 6%.
Adr & Associates Ltd Profit Sharing Plan-17$1,238,240$148,684$8,746iApproximate average salary by contribution assumption: employee only about $218,653 at 4% or $145,769 at 6%; with 50% employer match about $145,769 at 4% or $97,179 at 6%; with 100% employer match about $109,326 at 4% or $72,884 at 6%.
2018120$1,138,508$138,212$6,911iApproximate average salary by contribution assumption: employee only about $172,765 at 4% or $115,177 at 6%; with 50% employer match about $115,177 at 4% or $76,784 at 6%; with 100% employer match about $86,383 at 4% or $57,588 at 6%.
Adr & Associates Ltd Profit Sharing Plan-20$1,138,508$138,212$6,911iApproximate average salary by contribution assumption: employee only about $172,765 at 4% or $115,177 at 6%; with 50% employer match about $115,177 at 4% or $76,784 at 6%; with 100% employer match about $86,383 at 4% or $57,588 at 6%.
2017121$1,119,519$111,420$5,306iApproximate average salary by contribution assumption: employee only about $132,643 at 4% or $88,429 at 6%; with 50% employer match about $88,429 at 4% or $58,952 at 6%; with 100% employer match about $66,321 at 4% or $44,214 at 6%.
Adr & Associates Ltd Profit Sharing Plan-21$1,119,519$111,420$5,306iApproximate average salary by contribution assumption: employee only about $132,643 at 4% or $88,429 at 6%; with 50% employer match about $88,429 at 4% or $58,952 at 6%; with 100% employer match about $66,321 at 4% or $44,214 at 6%.
2016118$875,447$114,132$6,341iApproximate average salary by contribution assumption: employee only about $158,517 at 4% or $105,678 at 6%; with 50% employer match about $105,678 at 4% or $70,452 at 6%; with 100% employer match about $79,258 at 4% or $52,839 at 6%.
Adr & Associates Ltd Profit Sharing Plan-18$875,447$114,132$6,341iApproximate average salary by contribution assumption: employee only about $158,517 at 4% or $105,678 at 6%; with 50% employer match about $105,678 at 4% or $70,452 at 6%; with 100% employer match about $79,258 at 4% or $52,839 at 6%.
2015120$827,954$99,024$4,951iApproximate average salary by contribution assumption: employee only about $123,780 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,013 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
Adr & Associates Ltd Profit Sharing Plan-20$827,954$99,024$4,951iApproximate average salary by contribution assumption: employee only about $123,780 at 4% or $82,520 at 6%; with 50% employer match about $82,520 at 4% or $55,013 at 6%; with 100% employer match about $61,890 at 4% or $41,260 at 6%.
2014120$777,735$67,617$3,381iApproximate average salary by contribution assumption: employee only about $84,521 at 4% or $56,348 at 6%; with 50% employer match about $56,348 at 4% or $37,565 at 6%; with 100% employer match about $42,261 at 4% or $28,174 at 6%.
Adr & Associates Ltd Profit Sharing Plan-20$777,735$67,617$3,381iApproximate average salary by contribution assumption: employee only about $84,521 at 4% or $56,348 at 6%; with 50% employer match about $56,348 at 4% or $37,565 at 6%; with 100% employer match about $42,261 at 4% or $28,174 at 6%.
2013118$843,891$53,547$2,975iApproximate average salary by contribution assumption: employee only about $74,371 at 4% or $49,581 at 6%; with 50% employer match about $49,581 at 4% or $33,054 at 6%; with 100% employer match about $37,185 at 4% or $24,790 at 6%.
Adr & Associates Ltd Profit Sharing Plan-18$843,891$53,547$2,975iApproximate average salary by contribution assumption: employee only about $74,371 at 4% or $49,581 at 6%; with 50% employer match about $49,581 at 4% or $33,054 at 6%; with 100% employer match about $37,185 at 4% or $24,790 at 6%.
2012120$712,008$44,798$2,240iApproximate average salary by contribution assumption: employee only about $55,998 at 4% or $37,332 at 6%; with 50% employer match about $37,332 at 4% or $24,888 at 6%; with 100% employer match about $27,999 at 4% or $18,666 at 6%.
Adr & Associates Ltd Profit Sharing Plan-20$712,008$44,798$2,240iApproximate average salary by contribution assumption: employee only about $55,998 at 4% or $37,332 at 6%; with 50% employer match about $37,332 at 4% or $24,888 at 6%; with 100% employer match about $27,999 at 4% or $18,666 at 6%.
2011121$713,167$38,056$1,812iApproximate average salary by contribution assumption: employee only about $45,305 at 4% or $30,203 at 6%; with 50% employer match about $30,203 at 4% or $20,135 at 6%; with 100% employer match about $22,652 at 4% or $15,102 at 6%.
Adr & Associates Ltd Profit Sharing Plan-21$713,167$38,056$1,812iApproximate average salary by contribution assumption: employee only about $45,305 at 4% or $30,203 at 6%; with 50% employer match about $30,203 at 4% or $20,135 at 6%; with 100% employer match about $22,652 at 4% or $15,102 at 6%.
2010121$739,711$41,973$1,999iApproximate average salary by contribution assumption: employee only about $49,968 at 4% or $33,312 at 6%; with 50% employer match about $33,312 at 4% or $22,208 at 6%; with 100% employer match about $24,984 at 4% or $16,656 at 6%.
Adr & Associates Ltd Profit Sharing Plan-21$739,711$41,973$1,999iApproximate average salary by contribution assumption: employee only about $49,968 at 4% or $33,312 at 6%; with 50% employer match about $33,312 at 4% or $22,208 at 6%; with 100% employer match about $24,984 at 4% or $16,656 at 6%.
2009124$639,423$56,800$2,367iApproximate average salary by contribution assumption: employee only about $59,167 at 4% or $39,444 at 6%; with 50% employer match about $39,444 at 4% or $26,296 at 6%; with 100% employer match about $29,583 at 4% or $19,722 at 6%.
Adr & Associates Ltd Profit Sharing Plan-24$639,423$56,800$2,367iApproximate average salary by contribution assumption: employee only about $59,167 at 4% or $39,444 at 6%; with 50% employer match about $39,444 at 4% or $26,296 at 6%; with 100% employer match about $29,583 at 4% or $19,722 at 6%.
2008115$517,011$81,860$5,457iApproximate average salary by contribution assumption: employee only about $136,433 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
Adr & Associates Ltd Profit Sharing Plan-15$517,011$81,860$5,457iApproximate average salary by contribution assumption: employee only about $136,433 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
2007121$833,548$114,516$5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%.
Adr & Associates Ltd Profit Sharing Plan-21$833,548$114,516$5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%.
2006124$698,236$114,708$4,780iApproximate average salary by contribution assumption: employee only about $119,488 at 4% or $79,658 at 6%; with 50% employer match about $79,658 at 4% or $53,106 at 6%; with 100% employer match about $59,744 at 4% or $39,829 at 6%.
Adr & Associates Ltd Profit Sharing Plan-24$698,236$114,708$4,780iApproximate average salary by contribution assumption: employee only about $119,488 at 4% or $79,658 at 6%; with 50% employer match about $79,658 at 4% or $53,106 at 6%; with 100% employer match about $59,744 at 4% or $39,829 at 6%.
2005123$552,350$188,303$8,187iApproximate average salary by contribution assumption: employee only about $204,677 at 4% or $136,451 at 6%; with 50% employer match about $136,451 at 4% or $90,968 at 6%; with 100% employer match about $102,339 at 4% or $68,226 at 6%.
Adr & Associates Ltd Profit Sharing Plan-23$552,350$188,303$8,187iApproximate average salary by contribution assumption: employee only about $204,677 at 4% or $136,451 at 6%; with 50% employer match about $136,451 at 4% or $90,968 at 6%; with 100% employer match about $102,339 at 4% or $68,226 at 6%.
2004118$348,300$79,360$4,409iApproximate average salary by contribution assumption: employee only about $110,222 at 4% or $73,481 at 6%; with 50% employer match about $73,481 at 4% or $48,988 at 6%; with 100% employer match about $55,111 at 4% or $36,741 at 6%.
Adr & Associates Ltd Profit Sharing Plan-18$348,300$79,360$4,409iApproximate average salary by contribution assumption: employee only about $110,222 at 4% or $73,481 at 6%; with 50% employer match about $73,481 at 4% or $48,988 at 6%; with 100% employer match about $55,111 at 4% or $36,741 at 6%.
2003118$258,663$74,784$4,155iApproximate average salary by contribution assumption: employee only about $103,867 at 4% or $69,244 at 6%; with 50% employer match about $69,244 at 4% or $46,163 at 6%; with 100% employer match about $51,933 at 4% or $34,622 at 6%.
Adr & Associates Ltd Profit Sharing Plan-18$258,663$74,784$4,155iApproximate average salary by contribution assumption: employee only about $103,867 at 4% or $69,244 at 6%; with 50% employer match about $69,244 at 4% or $46,163 at 6%; with 100% employer match about $51,933 at 4% or $34,622 at 6%.
2002119$152,000$124,001$6,526iApproximate average salary by contribution assumption: employee only about $163,159 at 4% or $108,773 at 6%; with 50% employer match about $108,773 at 4% or $72,515 at 6%; with 100% employer match about $81,580 at 4% or $54,386 at 6%.
Adr & Associates Ltd Profit Sharing Plan-19$152,000$124,001$6,526iApproximate average salary by contribution assumption: employee only about $163,159 at 4% or $108,773 at 6%; with 50% employer match about $108,773 at 4% or $72,515 at 6%; with 100% employer match about $81,580 at 4% or $54,386 at 6%.
2001126$0$0-
Adr & Associates Ltd Profit Sharing Plan-26---
2000115$74,348$30,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Adr & Associates Ltd Profit Sharing Plan-15$74,348$30,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
1999111$50,679$18,000$1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%.
Adr & Associates Ltd Profit Sharing Plan-11$50,679$18,000$1,636iApproximate average salary by contribution assumption: employee only about $40,909 at 4% or $27,273 at 6%; with 50% employer match about $27,273 at 4% or $18,182 at 6%; with 100% employer match about $20,455 at 4% or $13,636 at 6%.