Stavitsky & Associates LLC
Plan context: STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN
EIN 33-1190963 • Fairfield, NJ • 32 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$7,459,453
2024 Contributions
$501,268
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 | 2 | 19 | $7,459,453 | $501,268 | $26,383iApproximate average salary by contribution assumption: employee only about $659,563 at 4% or $439,709 at 6%; with 50% employer match about $439,709 at 4% or $293,139 at 6%; with 100% employer match about $329,782 at 4% or $219,854 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 16 | $5,245,813 | $345,294 | $21,581iApproximate average salary by contribution assumption: employee only about $539,522 at 4% or $359,681 at 6%; with 50% employer match about $359,681 at 4% or $239,788 at 6%; with 100% employer match about $269,761 at 4% or $179,841 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 19 | $2,213,640 | $155,974 | $8,209iApproximate average salary by contribution assumption: employee only about $205,229 at 4% or $136,819 at 6%; with 50% employer match about $136,819 at 4% or $91,213 at 6%; with 100% employer match about $102,614 at 4% or $68,410 at 6%. |
| 2023 | 2 | 16 | $6,277,073 | $137,298 | $8,581iApproximate average salary by contribution assumption: employee only about $214,528 at 4% or $143,019 at 6%; with 50% employer match about $143,019 at 4% or $95,346 at 6%; with 100% employer match about $107,264 at 4% or $71,509 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 16 | $4,433,792 | $0 | - |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 14 | $1,843,281 | $137,298 | $9,807iApproximate average salary by contribution assumption: employee only about $245,175 at 4% or $163,450 at 6%; with 50% employer match about $163,450 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,725 at 6%. |
| 2022 | 2 | 16 | $5,496,741 | $452,330 | $28,271iApproximate average salary by contribution assumption: employee only about $706,766 at 4% or $471,177 at 6%; with 50% employer match about $471,177 at 4% or $314,118 at 6%; with 100% employer match about $353,383 at 4% or $235,589 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 16 | $4,002,606 | $299,207 | $18,700iApproximate average salary by contribution assumption: employee only about $467,511 at 4% or $311,674 at 6%; with 50% employer match about $311,674 at 4% or $207,783 at 6%; with 100% employer match about $233,755 at 4% or $155,837 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 14 | $1,494,135 | $153,123 | $10,937iApproximate average salary by contribution assumption: employee only about $273,434 at 4% or $182,289 at 6%; with 50% employer match about $182,289 at 4% or $121,526 at 6%; with 100% employer match about $136,717 at 4% or $91,145 at 6%. |
| 2021 | 2 | 15 | $5,925,782 | $418,566 | $27,904iApproximate average salary by contribution assumption: employee only about $697,610 at 4% or $465,073 at 6%; with 50% employer match about $465,073 at 4% or $310,049 at 6%; with 100% employer match about $348,805 at 4% or $232,537 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 15 | $4,292,439 | $273,214 | $18,214iApproximate average salary by contribution assumption: employee only about $455,357 at 4% or $303,571 at 6%; with 50% employer match about $303,571 at 4% or $202,381 at 6%; with 100% employer match about $227,678 at 4% or $151,786 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 14 | $1,633,343 | $145,352 | $10,382iApproximate average salary by contribution assumption: employee only about $259,557 at 4% or $173,038 at 6%; with 50% employer match about $173,038 at 4% or $115,359 at 6%; with 100% employer match about $129,779 at 4% or $86,519 at 6%. |
| 2020 | 2 | 15 | $4,872,178 | $364,390 | $24,293iApproximate average salary by contribution assumption: employee only about $607,317 at 4% or $404,878 at 6%; with 50% employer match about $404,878 at 4% or $269,919 at 6%; with 100% employer match about $303,658 at 4% or $202,439 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 15 | $3,542,251 | $221,636 | $14,776iApproximate average salary by contribution assumption: employee only about $369,393 at 4% or $246,262 at 6%; with 50% employer match about $246,262 at 4% or $164,175 at 6%; with 100% employer match about $184,697 at 4% or $123,131 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 11 | $1,329,927 | $142,754 | $12,978iApproximate average salary by contribution assumption: employee only about $324,441 at 4% or $216,294 at 6%; with 50% employer match about $216,294 at 4% or $144,196 at 6%; with 100% employer match about $162,220 at 4% or $108,147 at 6%. |
| 2019 | 2 | 15 | $4,107,103 | $416,354 | $27,757iApproximate average salary by contribution assumption: employee only about $693,923 at 4% or $462,616 at 6%; with 50% employer match about $462,616 at 4% or $308,410 at 6%; with 100% employer match about $346,962 at 4% or $231,308 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 15 | $3,088,150 | $305,154 | $20,344iApproximate average salary by contribution assumption: employee only about $508,590 at 4% or $339,060 at 6%; with 50% employer match about $339,060 at 4% or $226,040 at 6%; with 100% employer match about $254,295 at 4% or $169,530 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 10 | $1,018,953 | $111,200 | $11,120iApproximate average salary by contribution assumption: employee only about $278,000 at 4% or $185,333 at 6%; with 50% employer match about $185,333 at 4% or $123,556 at 6%; with 100% employer match about $139,000 at 4% or $92,667 at 6%. |
| 2018 | 2 | 11 | $3,116,787 | $417,633 | $37,967iApproximate average salary by contribution assumption: employee only about $949,166 at 4% or $632,777 at 6%; with 50% employer match about $632,777 at 4% or $421,852 at 6%; with 100% employer match about $474,583 at 4% or $316,389 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 11 | $2,368,131 | $326,760 | $29,705iApproximate average salary by contribution assumption: employee only about $742,636 at 4% or $495,091 at 6%; with 50% employer match about $495,091 at 4% or $330,061 at 6%; with 100% employer match about $371,318 at 4% or $247,545 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 10 | $748,656 | $90,873 | $9,087iApproximate average salary by contribution assumption: employee only about $227,182 at 4% or $151,455 at 6%; with 50% employer match about $151,455 at 4% or $100,970 at 6%; with 100% employer match about $113,591 at 4% or $75,728 at 6%. |
| 2017 | 2 | 10 | $2,968,747 | $349,015 | $34,902iApproximate average salary by contribution assumption: employee only about $872,538 at 4% or $581,692 at 6%; with 50% employer match about $581,692 at 4% or $387,794 at 6%; with 100% employer match about $436,269 at 4% or $290,846 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 10 | $2,256,488 | $276,108 | $27,611iApproximate average salary by contribution assumption: employee only about $690,270 at 4% or $460,180 at 6%; with 50% employer match about $460,180 at 4% or $306,787 at 6%; with 100% employer match about $345,135 at 4% or $230,090 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 10 | $712,259 | $72,907 | $7,291iApproximate average salary by contribution assumption: employee only about $182,268 at 4% or $121,512 at 6%; with 50% employer match about $121,512 at 4% or $81,008 at 6%; with 100% employer match about $91,134 at 4% or $60,756 at 6%. |
| 2016 | 2 | 11 | $2,500,170 | $399,069 | $36,279iApproximate average salary by contribution assumption: employee only about $906,975 at 4% or $604,650 at 6%; with 50% employer match about $604,650 at 4% or $403,100 at 6%; with 100% employer match about $453,488 at 4% or $302,325 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN | - | 10 | $1,762,102 | $312,585 | $31,259iApproximate average salary by contribution assumption: employee only about $781,463 at 4% or $520,975 at 6%; with 50% employer match about $520,975 at 4% or $347,317 at 6%; with 100% employer match about $390,731 at 4% or $260,488 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 11 | $738,068 | $86,484 | $7,862iApproximate average salary by contribution assumption: employee only about $196,555 at 4% or $131,036 at 6%; with 50% employer match about $131,036 at 4% or $87,358 at 6%; with 100% employer match about $98,277 at 4% or $65,518 at 6%. |
| 2015 | 2 | 14 | $1,998,228 | $373,029 | $26,645iApproximate average salary by contribution assumption: employee only about $666,123 at 4% or $444,082 at 6%; with 50% employer match about $444,082 at 4% or $296,055 at 6%; with 100% employer match about $333,062 at 4% or $222,041 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION P | - | 9 | $1,394,013 | $254,204 | $28,245iApproximate average salary by contribution assumption: employee only about $706,122 at 4% or $470,748 at 6%; with 50% employer match about $470,748 at 4% or $313,832 at 6%; with 100% employer match about $353,061 at 4% or $235,374 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 14 | $604,215 | $118,825 | $8,488iApproximate average salary by contribution assumption: employee only about $212,188 at 4% or $141,458 at 6%; with 50% employer match about $141,458 at 4% or $94,306 at 6%; with 100% employer match about $106,094 at 4% or $70,729 at 6%. |
| 2014 | 2 | 10 | $1,698,705 | $347,285 | $34,729iApproximate average salary by contribution assumption: employee only about $868,213 at 4% or $578,808 at 6%; with 50% employer match about $578,808 at 4% or $385,872 at 6%; with 100% employer match about $434,106 at 4% or $289,404 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION | - | 9 | $1,208,697 | $249,406 | $27,712iApproximate average salary by contribution assumption: employee only about $692,794 at 4% or $461,863 at 6%; with 50% employer match about $461,863 at 4% or $307,909 at 6%; with 100% employer match about $346,397 at 4% or $230,931 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 10 | $490,008 | $97,879 | $9,788iApproximate average salary by contribution assumption: employee only about $244,698 at 4% or $163,132 at 6%; with 50% employer match about $163,132 at 4% or $108,754 at 6%; with 100% employer match about $122,349 at 4% or $81,566 at 6%. |
| 2013 | 2 | 7 | $1,372,877 | $333,156 | $47,594iApproximate average salary by contribution assumption: employee only about $1,189,843 at 4% or $793,229 at 6%; with 50% employer match about $793,229 at 4% or $528,819 at 6%; with 100% employer match about $594,921 at 4% or $396,614 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION | - | 7 | $981,773 | $243,688 | $34,813iApproximate average salary by contribution assumption: employee only about $870,314 at 4% or $580,210 at 6%; with 50% employer match about $580,210 at 4% or $386,806 at 6%; with 100% employer match about $435,157 at 4% or $290,105 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 7 | $391,104 | $89,468 | $12,781iApproximate average salary by contribution assumption: employee only about $319,529 at 4% or $213,019 at 6%; with 50% employer match about $213,019 at 4% or $142,013 at 6%; with 100% employer match about $159,764 at 4% or $106,510 at 6%. |
| 2012 | 2 | 6 | $939,238 | $306,706 | $51,118iApproximate average salary by contribution assumption: employee only about $1,277,942 at 4% or $851,961 at 6%; with 50% employer match about $851,961 at 4% or $567,974 at 6%; with 100% employer match about $638,971 at 4% or $425,981 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION | - | 6 | $698,396 | $241,054 | $40,176iApproximate average salary by contribution assumption: employee only about $1,004,392 at 4% or $669,594 at 6%; with 50% employer match about $669,594 at 4% or $446,396 at 6%; with 100% employer match about $502,196 at 4% or $334,797 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 6 | $240,842 | $65,652 | $10,942iApproximate average salary by contribution assumption: employee only about $273,550 at 4% or $182,367 at 6%; with 50% employer match about $182,367 at 4% or $121,578 at 6%; with 100% employer match about $136,775 at 4% or $91,183 at 6%. |
| 2011 | 2 | 7 | $585,592 | $370,603 | $52,943iApproximate average salary by contribution assumption: employee only about $1,323,582 at 4% or $882,388 at 6%; with 50% employer match about $882,388 at 4% or $588,259 at 6%; with 100% employer match about $661,791 at 4% or $441,194 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION P | - | 7 | $427,539 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 7 | $158,053 | $120,603 | $17,229iApproximate average salary by contribution assumption: employee only about $430,725 at 4% or $287,150 at 6%; with 50% employer match about $287,150 at 4% or $191,433 at 6%; with 100% employer match about $215,363 at 4% or $143,575 at 6%. |
| 2010 | 2 | 5 | $259,781 | $206,648 | $41,330iApproximate average salary by contribution assumption: employee only about $1,033,240 at 4% or $688,827 at 6%; with 50% employer match about $688,827 at 4% or $459,218 at 6%; with 100% employer match about $516,620 at 4% or $344,413 at 6%. |
| STAVITSKY & ASSOCIATES, LLC CASH BALANCE PENSION | - | 5 | $173,654 | $173,654 | $34,731iApproximate average salary by contribution assumption: employee only about $868,270 at 4% or $578,847 at 6%; with 50% employer match about $578,847 at 4% or $385,898 at 6%; with 100% employer match about $434,135 at 4% or $289,423 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 4 | $86,127 | $32,994 | $8,249iApproximate average salary by contribution assumption: employee only about $206,213 at 4% or $137,475 at 6%; with 50% employer match about $137,475 at 4% or $91,650 at 6%; with 100% employer match about $103,106 at 4% or $68,738 at 6%. |
| 2009 | 1 | 3 | $44,857 | $14,457 | $4,819iApproximate average salary by contribution assumption: employee only about $120,475 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,544 at 6%; with 100% employer match about $60,238 at 4% or $40,158 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 3 | $44,857 | $14,457 | $4,819iApproximate average salary by contribution assumption: employee only about $120,475 at 4% or $80,317 at 6%; with 50% employer match about $80,317 at 4% or $53,544 at 6%; with 100% employer match about $60,238 at 4% or $40,158 at 6%. |
| 2008 | 1 | 2 | $25,367 | $32,464 | $16,232iApproximate average salary by contribution assumption: employee only about $405,800 at 4% or $270,533 at 6%; with 50% employer match about $270,533 at 4% or $180,356 at 6%; with 100% employer match about $202,900 at 4% or $135,267 at 6%. |
| Stavitsky & Associates LLC 401(K) Profit Sharing Plan | - | 2 | $25,367 | $32,464 | $16,232iApproximate average salary by contribution assumption: employee only about $405,800 at 4% or $270,533 at 6%; with 50% employer match about $270,533 at 4% or $180,356 at 6%; with 100% employer match about $202,900 at 4% or $135,267 at 6%. |