Alan Scherr Assocaites LLC
Plan context: Alan Scherr Associates LLC. 401(K) Plan
EIN 31-1671428 • Kettering, OH • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$34,676
2024 Contributions
$30,520
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 | 2 | $34,676 | $30,520 | $15,260iApproximate average salary by contribution assumption: employee only about $381,500 at 4% or $254,333 at 6%; with 50% employer match about $254,333 at 4% or $169,556 at 6%; with 100% employer match about $190,750 at 4% or $127,167 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 2 | $34,676 | $30,520 | $15,260iApproximate average salary by contribution assumption: employee only about $381,500 at 4% or $254,333 at 6%; with 50% employer match about $254,333 at 4% or $169,556 at 6%; with 100% employer match about $190,750 at 4% or $127,167 at 6%. |
| 2023 | 1 | 2 | $66,117 | $69,608 | $34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 2 | $66,117 | $69,608 | $34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%. |
| 2022 | 1 | 3 | $115,747 | $60,241 | $20,080iApproximate average salary by contribution assumption: employee only about $502,008 at 4% or $334,672 at 6%; with 50% employer match about $334,672 at 4% or $223,115 at 6%; with 100% employer match about $251,004 at 4% or $167,336 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $115,747 | $60,241 | $20,080iApproximate average salary by contribution assumption: employee only about $502,008 at 4% or $334,672 at 6%; with 50% employer match about $334,672 at 4% or $223,115 at 6%; with 100% employer match about $251,004 at 4% or $167,336 at 6%. |
| 2021 | 1 | 5 | $582,655 | $56,166 | $11,233iApproximate average salary by contribution assumption: employee only about $280,830 at 4% or $187,220 at 6%; with 50% employer match about $187,220 at 4% or $124,813 at 6%; with 100% employer match about $140,415 at 4% or $93,610 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $582,655 | $56,166 | $11,233iApproximate average salary by contribution assumption: employee only about $280,830 at 4% or $187,220 at 6%; with 50% employer match about $187,220 at 4% or $124,813 at 6%; with 100% employer match about $140,415 at 4% or $93,610 at 6%. |
| 2020 | 1 | 5 | $563,178 | $65,738 | $13,148iApproximate average salary by contribution assumption: employee only about $328,690 at 4% or $219,127 at 6%; with 50% employer match about $219,127 at 4% or $146,084 at 6%; with 100% employer match about $164,345 at 4% or $109,563 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $563,178 | $65,738 | $13,148iApproximate average salary by contribution assumption: employee only about $328,690 at 4% or $219,127 at 6%; with 50% employer match about $219,127 at 4% or $146,084 at 6%; with 100% employer match about $164,345 at 4% or $109,563 at 6%. |
| 2019 | 1 | 5 | $432,108 | $66,629 | $13,326iApproximate average salary by contribution assumption: employee only about $333,145 at 4% or $222,097 at 6%; with 50% employer match about $222,097 at 4% or $148,064 at 6%; with 100% employer match about $166,573 at 4% or $111,048 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $432,108 | $66,629 | $13,326iApproximate average salary by contribution assumption: employee only about $333,145 at 4% or $222,097 at 6%; with 50% employer match about $222,097 at 4% or $148,064 at 6%; with 100% employer match about $166,573 at 4% or $111,048 at 6%. |
| 2018 | 1 | 6 | $357,688 | $89,918 | $14,986iApproximate average salary by contribution assumption: employee only about $374,658 at 4% or $249,772 at 6%; with 50% employer match about $249,772 at 4% or $166,515 at 6%; with 100% employer match about $187,329 at 4% or $124,886 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 6 | $357,688 | $89,918 | $14,986iApproximate average salary by contribution assumption: employee only about $374,658 at 4% or $249,772 at 6%; with 50% employer match about $249,772 at 4% or $166,515 at 6%; with 100% employer match about $187,329 at 4% or $124,886 at 6%. |
| 2017 | 1 | 6 | $404,333 | $93,721 | $15,620iApproximate average salary by contribution assumption: employee only about $390,504 at 4% or $260,336 at 6%; with 50% employer match about $260,336 at 4% or $173,557 at 6%; with 100% employer match about $195,252 at 4% or $130,168 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 6 | $404,333 | $93,721 | $15,620iApproximate average salary by contribution assumption: employee only about $390,504 at 4% or $260,336 at 6%; with 50% employer match about $260,336 at 4% or $173,557 at 6%; with 100% employer match about $195,252 at 4% or $130,168 at 6%. |
| 2016 | 1 | 6 | $265,176 | $53,438 | $8,906iApproximate average salary by contribution assumption: employee only about $222,658 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,219 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 6 | $265,176 | $53,438 | $8,906iApproximate average salary by contribution assumption: employee only about $222,658 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,219 at 6%. |
| 2015 | 1 | 4 | $381,430 | $63,222 | $15,806iApproximate average salary by contribution assumption: employee only about $395,138 at 4% or $263,425 at 6%; with 50% employer match about $263,425 at 4% or $175,617 at 6%; with 100% employer match about $197,569 at 4% or $131,713 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 4 | $381,430 | $63,222 | $15,806iApproximate average salary by contribution assumption: employee only about $395,138 at 4% or $263,425 at 6%; with 50% employer match about $263,425 at 4% or $175,617 at 6%; with 100% employer match about $197,569 at 4% or $131,713 at 6%. |
| 2014 | 1 | 5 | $454,987 | $94,144 | $18,829iApproximate average salary by contribution assumption: employee only about $470,720 at 4% or $313,813 at 6%; with 50% employer match about $313,813 at 4% or $209,209 at 6%; with 100% employer match about $235,360 at 4% or $156,907 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $454,987 | $94,144 | $18,829iApproximate average salary by contribution assumption: employee only about $470,720 at 4% or $313,813 at 6%; with 50% employer match about $313,813 at 4% or $209,209 at 6%; with 100% employer match about $235,360 at 4% or $156,907 at 6%. |
| 2013 | 1 | 5 | $354,667 | $93,308 | $18,662iApproximate average salary by contribution assumption: employee only about $466,540 at 4% or $311,027 at 6%; with 50% employer match about $311,027 at 4% or $207,351 at 6%; with 100% employer match about $233,270 at 4% or $155,513 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $354,667 | $93,308 | $18,662iApproximate average salary by contribution assumption: employee only about $466,540 at 4% or $311,027 at 6%; with 50% employer match about $311,027 at 4% or $207,351 at 6%; with 100% employer match about $233,270 at 4% or $155,513 at 6%. |
| 2012 | 1 | 6 | $223,581 | $68,852 | $11,475iApproximate average salary by contribution assumption: employee only about $286,883 at 4% or $191,256 at 6%; with 50% employer match about $191,256 at 4% or $127,504 at 6%; with 100% employer match about $143,442 at 4% or $95,628 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 6 | $223,581 | $68,852 | $11,475iApproximate average salary by contribution assumption: employee only about $286,883 at 4% or $191,256 at 6%; with 50% employer match about $191,256 at 4% or $127,504 at 6%; with 100% employer match about $143,442 at 4% or $95,628 at 6%. |
| 2011 | 1 | 5 | $261,484 | $50,077 | $10,015iApproximate average salary by contribution assumption: employee only about $250,385 at 4% or $166,923 at 6%; with 50% employer match about $166,923 at 4% or $111,282 at 6%; with 100% employer match about $125,193 at 4% or $83,462 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $261,484 | $50,077 | $10,015iApproximate average salary by contribution assumption: employee only about $250,385 at 4% or $166,923 at 6%; with 50% employer match about $166,923 at 4% or $111,282 at 6%; with 100% employer match about $125,193 at 4% or $83,462 at 6%. |
| 2010 | 1 | 5 | $526,215 | $52,555 | $10,511iApproximate average salary by contribution assumption: employee only about $262,775 at 4% or $175,183 at 6%; with 50% employer match about $175,183 at 4% or $116,789 at 6%; with 100% employer match about $131,388 at 4% or $87,592 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | $526,215 | $52,555 | $10,511iApproximate average salary by contribution assumption: employee only about $262,775 at 4% or $175,183 at 6%; with 50% employer match about $175,183 at 4% or $116,789 at 6%; with 100% employer match about $131,388 at 4% or $87,592 at 6%. |
| 2009 | 1 | 4 | $431,227 | $42,812 | $10,703iApproximate average salary by contribution assumption: employee only about $267,575 at 4% or $178,383 at 6%; with 50% employer match about $178,383 at 4% or $118,922 at 6%; with 100% employer match about $133,788 at 4% or $89,192 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 4 | $431,227 | $42,812 | $10,703iApproximate average salary by contribution assumption: employee only about $267,575 at 4% or $178,383 at 6%; with 50% employer match about $178,383 at 4% or $118,922 at 6%; with 100% employer match about $133,788 at 4% or $89,192 at 6%. |
| 2008 | 1 | 3 | $308,894 | $61,600 | $20,533iApproximate average salary by contribution assumption: employee only about $513,333 at 4% or $342,222 at 6%; with 50% employer match about $342,222 at 4% or $228,148 at 6%; with 100% employer match about $256,667 at 4% or $171,111 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $308,894 | $61,600 | $20,533iApproximate average salary by contribution assumption: employee only about $513,333 at 4% or $342,222 at 6%; with 50% employer match about $342,222 at 4% or $228,148 at 6%; with 100% employer match about $256,667 at 4% or $171,111 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Alan Scherr Associates LLC. 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 3 | $279,461 | $72,331 | $24,110iApproximate average salary by contribution assumption: employee only about $602,758 at 4% or $401,839 at 6%; with 50% employer match about $401,839 at 4% or $267,893 at 6%; with 100% employer match about $301,379 at 4% or $200,919 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $279,461 | $72,331 | $24,110iApproximate average salary by contribution assumption: employee only about $602,758 at 4% or $401,839 at 6%; with 50% employer match about $401,839 at 4% or $267,893 at 6%; with 100% employer match about $301,379 at 4% or $200,919 at 6%. |
| 2005 | 1 | 3 | $187,188 | $56,741 | $18,914iApproximate average salary by contribution assumption: employee only about $472,842 at 4% or $315,228 at 6%; with 50% employer match about $315,228 at 4% or $210,152 at 6%; with 100% employer match about $236,421 at 4% or $157,614 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $187,188 | $56,741 | $18,914iApproximate average salary by contribution assumption: employee only about $472,842 at 4% or $315,228 at 6%; with 50% employer match about $315,228 at 4% or $210,152 at 6%; with 100% employer match about $236,421 at 4% or $157,614 at 6%. |
| 2004 | 1 | 3 | $125,044 | $43,211 | $14,404iApproximate average salary by contribution assumption: employee only about $360,092 at 4% or $240,061 at 6%; with 50% employer match about $240,061 at 4% or $160,041 at 6%; with 100% employer match about $180,046 at 4% or $120,031 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $125,044 | $43,211 | $14,404iApproximate average salary by contribution assumption: employee only about $360,092 at 4% or $240,061 at 6%; with 50% employer match about $240,061 at 4% or $160,041 at 6%; with 100% employer match about $180,046 at 4% or $120,031 at 6%. |
| 2003 | 1 | 3 | $77,048 | $26,183 | $8,728iApproximate average salary by contribution assumption: employee only about $218,192 at 4% or $145,461 at 6%; with 50% employer match about $145,461 at 4% or $96,974 at 6%; with 100% employer match about $109,096 at 4% or $72,731 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $77,048 | $26,183 | $8,728iApproximate average salary by contribution assumption: employee only about $218,192 at 4% or $145,461 at 6%; with 50% employer match about $145,461 at 4% or $96,974 at 6%; with 100% employer match about $109,096 at 4% or $72,731 at 6%. |
| 2002 | 1 | 3 | $39,599 | $22,954 | $7,651iApproximate average salary by contribution assumption: employee only about $191,283 at 4% or $127,522 at 6%; with 50% employer match about $127,522 at 4% or $85,015 at 6%; with 100% employer match about $95,642 at 4% or $63,761 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $39,599 | $22,954 | $7,651iApproximate average salary by contribution assumption: employee only about $191,283 at 4% or $127,522 at 6%; with 50% employer match about $127,522 at 4% or $85,015 at 6%; with 100% employer match about $95,642 at 4% or $63,761 at 6%. |
| 2001 | 1 | 3 | $31,588 | $28,681 | $9,560iApproximate average salary by contribution assumption: employee only about $239,008 at 4% or $159,339 at 6%; with 50% employer match about $159,339 at 4% or $106,226 at 6%; with 100% employer match about $119,504 at 4% or $79,669 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $31,588 | $28,681 | $9,560iApproximate average salary by contribution assumption: employee only about $239,008 at 4% or $159,339 at 6%; with 50% employer match about $159,339 at 4% or $106,226 at 6%; with 100% employer match about $119,504 at 4% or $79,669 at 6%. |
| 2000 | 1 | 3 | $6,121 | $7,600 | $2,533iApproximate average salary by contribution assumption: employee only about $63,333 at 4% or $42,222 at 6%; with 50% employer match about $42,222 at 4% or $28,148 at 6%; with 100% employer match about $31,667 at 4% or $21,111 at 6%. |
| Alan Scherr Associates LLC. 401(K) Plan | - | 3 | $6,121 | $7,600 | $2,533iApproximate average salary by contribution assumption: employee only about $63,333 at 4% or $42,222 at 6%; with 50% employer match about $42,222 at 4% or $28,148 at 6%; with 100% employer match about $31,667 at 4% or $21,111 at 6%. |