Hammontree & Associates, Limited
Plan context: Hammontree & Associates, Limited Savings and Security Plan
EIN 34-1147301 • North Canton, OH • 53 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
50
2024 Assets
$8,557,423
2024 Contributions
$334,240
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 | 50 | $8,557,423 | $334,240 | $6,685iApproximate average salary by contribution assumption: employee only about $167,120 at 4% or $111,413 at 6%; with 50% employer match about $111,413 at 4% or $74,276 at 6%; with 100% employer match about $83,560 at 4% or $55,707 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 50 | $6,494,650 | $324,340 | $6,487iApproximate average salary by contribution assumption: employee only about $162,170 at 4% or $108,113 at 6%; with 50% employer match about $108,113 at 4% or $72,076 at 6%; with 100% employer match about $81,085 at 4% or $54,057 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 41 | $2,062,773 | $9,900 | $241iApproximate average salary by contribution assumption: employee only about $6,037 at 4% or $4,024 at 6%; with 50% employer match about $4,024 at 4% or $2,683 at 6%; with 100% employer match about $3,018 at 4% or $2,012 at 6%. |
| 2023 | 3 | 46 | $7,620,634 | $640,256 | $13,919iApproximate average salary by contribution assumption: employee only about $347,965 at 4% or $231,977 at 6%; with 50% employer match about $231,977 at 4% or $154,651 at 6%; with 100% employer match about $173,983 at 4% or $115,988 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 46 | $5,498,682 | $242,023 | $5,261iApproximate average salary by contribution assumption: employee only about $131,534 at 4% or $87,689 at 6%; with 50% employer match about $87,689 at 4% or $58,460 at 6%; with 100% employer match about $65,767 at 4% or $43,845 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 43 | $2,121,952 | $60,000 | $1,395iApproximate average salary by contribution assumption: employee only about $34,884 at 4% or $23,256 at 6%; with 50% employer match about $23,256 at 4% or $15,504 at 6%; with 100% employer match about $17,442 at 4% or $11,628 at 6%. |
| HAMMONTREE & ASSOCIATES LTD SOCA BENEFIT PLAN | - | 0 | $0 | $338,233 | - |
| 2022 | 3 | 48 | $6,336,639 | $634,168 | $13,212iApproximate average salary by contribution assumption: employee only about $330,296 at 4% or $220,197 at 6%; with 50% employer match about $220,197 at 4% or $146,798 at 6%; with 100% employer match about $165,148 at 4% or $110,099 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 48 | $4,335,712 | $287,784 | $5,996iApproximate average salary by contribution assumption: employee only about $149,888 at 4% or $99,925 at 6%; with 50% employer match about $99,925 at 4% or $66,617 at 6%; with 100% employer match about $74,944 at 4% or $49,963 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 40 | $1,994,320 | $50,000 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| HAMMONTREE & ASSOCIATES LTD SOCA BENEFIT PLAN | - | 39 | $6,607 | $296,384 | $7,600iApproximate average salary by contribution assumption: employee only about $189,990 at 4% or $126,660 at 6%; with 50% employer match about $126,660 at 4% or $84,440 at 6%; with 100% employer match about $94,995 at 4% or $63,330 at 6%. |
| 2021 | 2 | 49 | $7,645,125 | $836,578 | $17,073iApproximate average salary by contribution assumption: employee only about $426,826 at 4% or $284,550 at 6%; with 50% employer match about $284,550 at 4% or $189,700 at 6%; with 100% employer match about $213,413 at 4% or $142,275 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 49 | $5,566,798 | $236,578 | $4,828iApproximate average salary by contribution assumption: employee only about $120,703 at 4% or $80,469 at 6%; with 50% employer match about $80,469 at 4% or $53,646 at 6%; with 100% employer match about $60,352 at 4% or $40,234 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 40 | $2,078,327 | $600,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2020 | 2 | 49 | $5,847,937 | $207,239 | $4,229iApproximate average salary by contribution assumption: employee only about $105,734 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,245 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 49 | $4,627,793 | $207,239 | $4,229iApproximate average salary by contribution assumption: employee only about $105,734 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,245 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 46 | $1,220,144 | - | - |
| 2019 | 2 | 53 | $6,435,269 | $588,881 | $11,111iApproximate average salary by contribution assumption: employee only about $277,774 at 4% or $185,183 at 6%; with 50% employer match about $185,183 at 4% or $123,455 at 6%; with 100% employer match about $138,887 at 4% or $92,591 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 53 | $5,158,799 | $288,881 | $5,451iApproximate average salary by contribution assumption: employee only about $136,265 at 4% or $90,843 at 6%; with 50% employer match about $90,843 at 4% or $60,562 at 6%; with 100% employer match about $68,132 at 4% or $45,422 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 46 | $1,276,470 | $300,000 | $6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,696 at 6%; with 50% employer match about $108,696 at 4% or $72,464 at 6%; with 100% employer match about $81,522 at 4% or $54,348 at 6%. |
| 2018 | 2 | 50 | $5,272,864 | $499,622 | $9,992iApproximate average salary by contribution assumption: employee only about $249,811 at 4% or $166,541 at 6%; with 50% employer match about $166,541 at 4% or $111,027 at 6%; with 100% employer match about $124,906 at 4% or $83,270 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 50 | $4,240,846 | $249,622 | $4,992iApproximate average salary by contribution assumption: employee only about $124,811 at 4% or $83,207 at 6%; with 50% employer match about $83,207 at 4% or $55,472 at 6%; with 100% employer match about $62,405 at 4% or $41,604 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 44 | $1,032,018 | $250,000 | $5,682iApproximate average salary by contribution assumption: employee only about $142,045 at 4% or $94,697 at 6%; with 50% employer match about $94,697 at 4% or $63,131 at 6%; with 100% employer match about $71,023 at 4% or $47,348 at 6%. |
| 2017 | 2 | 52 | $5,313,083 | $228,233 | $4,389iApproximate average salary by contribution assumption: employee only about $109,727 at 4% or $73,152 at 6%; with 50% employer match about $73,152 at 4% or $48,768 at 6%; with 100% employer match about $54,864 at 4% or $36,576 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 52 | $4,408,288 | $198,233 | $3,812iApproximate average salary by contribution assumption: employee only about $95,304 at 4% or $63,536 at 6%; with 50% employer match about $63,536 at 4% or $42,357 at 6%; with 100% employer match about $47,652 at 4% or $31,768 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 42 | $904,795 | $30,000 | $714iApproximate average salary by contribution assumption: employee only about $17,857 at 4% or $11,905 at 6%; with 50% employer match about $11,905 at 4% or $7,937 at 6%; with 100% employer match about $8,929 at 4% or $5,952 at 6%. |
| 2016 | 2 | 55 | $4,862,754 | $389,131 | $7,075iApproximate average salary by contribution assumption: employee only about $176,878 at 4% or $117,918 at 6%; with 50% employer match about $117,918 at 4% or $78,612 at 6%; with 100% employer match about $88,439 at 4% or $58,959 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 55 | $3,875,548 | $289,131 | $5,257iApproximate average salary by contribution assumption: employee only about $131,423 at 4% or $87,615 at 6%; with 50% employer match about $87,615 at 4% or $58,410 at 6%; with 100% employer match about $65,712 at 4% or $43,808 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 45 | $987,206 | $100,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| 2015 | 2 | 72 | $4,538,070 | $637,821 | $8,859iApproximate average salary by contribution assumption: employee only about $221,466 at 4% or $147,644 at 6%; with 50% employer match about $147,644 at 4% or $98,429 at 6%; with 100% employer match about $110,733 at 4% or $73,822 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 72 | $3,596,067 | $537,821 | $7,470iApproximate average salary by contribution assumption: employee only about $186,743 at 4% or $124,496 at 6%; with 50% employer match about $124,496 at 4% or $82,997 at 6%; with 100% employer match about $93,372 at 4% or $62,248 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 54 | $942,003 | $100,000 | $1,852iApproximate average salary by contribution assumption: employee only about $46,296 at 4% or $30,864 at 6%; with 50% employer match about $30,864 at 4% or $20,576 at 6%; with 100% employer match about $23,148 at 4% or $15,432 at 6%. |
| 2014 | 2 | 70 | $4,718,676 | $349,840 | $4,998iApproximate average salary by contribution assumption: employee only about $124,943 at 4% or $83,295 at 6%; with 50% employer match about $83,295 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,648 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 70 | $3,638,613 | $349,840 | $4,998iApproximate average salary by contribution assumption: employee only about $124,943 at 4% or $83,295 at 6%; with 50% employer match about $83,295 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,648 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 49 | $1,080,063 | - | - |
| 2013 | 2 | 65 | $4,243,696 | $368,168 | $5,664iApproximate average salary by contribution assumption: employee only about $141,603 at 4% or $94,402 at 6%; with 50% employer match about $94,402 at 4% or $62,935 at 6%; with 100% employer match about $70,802 at 4% or $47,201 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 65 | $3,164,619 | $368,168 | $5,664iApproximate average salary by contribution assumption: employee only about $141,603 at 4% or $94,402 at 6%; with 50% employer match about $94,402 at 4% or $62,935 at 6%; with 100% employer match about $70,802 at 4% or $47,201 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 47 | $1,079,077 | - | - |
| 2012 | 1 | 40 | $1,267,751 | $218,785 | $5,470iApproximate average salary by contribution assumption: employee only about $136,741 at 4% or $91,160 at 6%; with 50% employer match about $91,160 at 4% or $60,774 at 6%; with 100% employer match about $68,370 at 4% or $45,580 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 40 | $1,267,751 | $218,785 | $5,470iApproximate average salary by contribution assumption: employee only about $136,741 at 4% or $91,160 at 6%; with 50% employer match about $91,160 at 4% or $60,774 at 6%; with 100% employer match about $68,370 at 4% or $45,580 at 6%. |
| 2011 | 2 | 59 | $3,747,133 | $199,120 | $3,375iApproximate average salary by contribution assumption: employee only about $84,373 at 4% or $56,249 at 6%; with 50% employer match about $56,249 at 4% or $37,499 at 6%; with 100% employer match about $42,186 at 4% or $28,124 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 59 | $2,967,177 | $143,228 | $2,428iApproximate average salary by contribution assumption: employee only about $60,690 at 4% or $40,460 at 6%; with 50% employer match about $40,460 at 4% or $26,973 at 6%; with 100% employer match about $30,345 at 4% or $20,230 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 42 | $779,956 | $55,892 | $1,331iApproximate average salary by contribution assumption: employee only about $33,269 at 4% or $22,179 at 6%; with 50% employer match about $22,179 at 4% or $14,786 at 6%; with 100% employer match about $16,635 at 4% or $11,090 at 6%. |
| 2010 | 2 | 54 | $3,898,272 | $288,193 | $5,337iApproximate average salary by contribution assumption: employee only about $133,423 at 4% or $88,948 at 6%; with 50% employer match about $88,948 at 4% or $59,299 at 6%; with 100% employer match about $66,711 at 4% or $44,474 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 54 | $3,268,900 | $236,351 | $4,377iApproximate average salary by contribution assumption: employee only about $109,422 at 4% or $72,948 at 6%; with 50% employer match about $72,948 at 4% or $48,632 at 6%; with 100% employer match about $54,711 at 4% or $36,474 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 41 | $629,372 | $51,842 | $1,264iApproximate average salary by contribution assumption: employee only about $31,611 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,049 at 6%; with 100% employer match about $15,805 at 4% or $10,537 at 6%. |
| 2009 | 2 | 42 | $3,266,993 | $186,571 | $4,442iApproximate average salary by contribution assumption: employee only about $111,054 at 4% or $74,036 at 6%; with 50% employer match about $74,036 at 4% or $49,357 at 6%; with 100% employer match about $55,527 at 4% or $37,018 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 42 | $2,850,832 | $139,559 | $3,323iApproximate average salary by contribution assumption: employee only about $83,071 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,920 at 6%; with 100% employer match about $41,535 at 4% or $27,690 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 37 | $416,161 | $47,012 | $1,271iApproximate average salary by contribution assumption: employee only about $31,765 at 4% or $21,177 at 6%; with 50% employer match about $21,177 at 4% or $14,118 at 6%; with 100% employer match about $15,882 at 4% or $10,588 at 6%. |
| 2008 | 2 | 47 | $2,412,140 | $157,248 | $3,346iApproximate average salary by contribution assumption: employee only about $83,643 at 4% or $55,762 at 6%; with 50% employer match about $55,762 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,881 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 47 | $2,412,140 | $157,248 | $3,346iApproximate average salary by contribution assumption: employee only about $83,643 at 4% or $55,762 at 6%; with 50% employer match about $55,762 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,881 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 41 | - | - | - |
| 2007 | 2 | 54 | $0 | $0 | - |
| Hammontree & Associates, Limited Savings and Security Plan | - | 54 | - | - | - |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 41 | - | - | - |
| 2006 | 2 | 59 | $3,623,663 | $202,133 | $3,426iApproximate average salary by contribution assumption: employee only about $85,650 at 4% or $57,100 at 6%; with 50% employer match about $57,100 at 4% or $38,066 at 6%; with 100% employer match about $42,825 at 4% or $28,550 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 59 | $3,163,928 | $163,800 | $2,776iApproximate average salary by contribution assumption: employee only about $69,407 at 4% or $46,271 at 6%; with 50% employer match about $46,271 at 4% or $30,847 at 6%; with 100% employer match about $34,703 at 4% or $23,136 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 40 | $459,735 | $38,333 | $958iApproximate average salary by contribution assumption: employee only about $23,958 at 4% or $15,972 at 6%; with 50% employer match about $15,972 at 4% or $10,648 at 6%; with 100% employer match about $11,979 at 4% or $7,986 at 6%. |
| 2005 | 2 | 56 | $3,968,218 | $229,684 | $4,102iApproximate average salary by contribution assumption: employee only about $102,538 at 4% or $68,358 at 6%; with 50% employer match about $68,358 at 4% or $45,572 at 6%; with 100% employer match about $51,269 at 4% or $34,179 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 56 | $3,555,663 | $192,158 | $3,431iApproximate average salary by contribution assumption: employee only about $85,785 at 4% or $57,190 at 6%; with 50% employer match about $57,190 at 4% or $38,127 at 6%; with 100% employer match about $42,892 at 4% or $28,595 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 37 | $412,555 | $37,526 | $1,014iApproximate average salary by contribution assumption: employee only about $25,355 at 4% or $16,904 at 6%; with 50% employer match about $16,904 at 4% or $11,269 at 6%; with 100% employer match about $12,678 at 4% or $8,452 at 6%. |
| 2004 | 2 | 41 | $3,589,790 | $159,667 | $3,894iApproximate average salary by contribution assumption: employee only about $97,358 at 4% or $64,905 at 6%; with 50% employer match about $64,905 at 4% or $43,270 at 6%; with 100% employer match about $48,679 at 4% or $32,453 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 36 | $3,224,553 | $126,530 | $3,515iApproximate average salary by contribution assumption: employee only about $87,868 at 4% or $58,579 at 6%; with 50% employer match about $58,579 at 4% or $39,052 at 6%; with 100% employer match about $43,934 at 4% or $29,289 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 41 | $365,237 | $33,137 | $808iApproximate average salary by contribution assumption: employee only about $20,205 at 4% or $13,470 at 6%; with 50% employer match about $13,470 at 4% or $8,980 at 6%; with 100% employer match about $10,103 at 4% or $6,735 at 6%. |
| 2003 | 2 | 49 | $311,784 | $29,686 | $606iApproximate average salary by contribution assumption: employee only about $15,146 at 4% or $10,097 at 6%; with 50% employer match about $10,097 at 4% or $6,732 at 6%; with 100% employer match about $7,573 at 4% or $5,049 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 37 | $311,784 | $29,686 | $802iApproximate average salary by contribution assumption: employee only about $20,058 at 4% or $13,372 at 6%; with 50% employer match about $13,372 at 4% or $8,915 at 6%; with 100% employer match about $10,029 at 4% or $6,686 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 49 | - | - | - |
| 2002 | 2 | 41 | $2,500,174 | $118,577 | $2,892iApproximate average salary by contribution assumption: employee only about $72,303 at 4% or $48,202 at 6%; with 50% employer match about $48,202 at 4% or $32,135 at 6%; with 100% employer match about $36,152 at 4% or $24,101 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 41 | $2,500,174 | $118,577 | $2,892iApproximate average salary by contribution assumption: employee only about $72,303 at 4% or $48,202 at 6%; with 50% employer match about $48,202 at 4% or $32,135 at 6%; with 100% employer match about $36,152 at 4% or $24,101 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 36 | - | - | - |
| 2001 | 2 | 42 | $252,878 | $71,194 | $1,695iApproximate average salary by contribution assumption: employee only about $42,377 at 4% or $28,252 at 6%; with 50% employer match about $28,252 at 4% or $18,834 at 6%; with 100% employer match about $21,189 at 4% or $14,126 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 42 | $252,878 | $71,194 | $1,695iApproximate average salary by contribution assumption: employee only about $42,377 at 4% or $28,252 at 6%; with 50% employer match about $28,252 at 4% or $18,834 at 6%; with 100% employer match about $21,189 at 4% or $14,126 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 41 | - | - | - |
| 2000 | 2 | 45 | $3,164,079 | $110,398 | $2,453iApproximate average salary by contribution assumption: employee only about $61,332 at 4% or $40,888 at 6%; with 50% employer match about $40,888 at 4% or $27,259 at 6%; with 100% employer match about $30,666 at 4% or $20,444 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 45 | $3,164,079 | $110,398 | $2,453iApproximate average salary by contribution assumption: employee only about $61,332 at 4% or $40,888 at 6%; with 50% employer match about $40,888 at 4% or $27,259 at 6%; with 100% employer match about $30,666 at 4% or $20,444 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 37 | - | - | - |
| 1999 | 2 | 45 | $3,263,550 | $166,926 | $3,709iApproximate average salary by contribution assumption: employee only about $92,737 at 4% or $61,824 at 6%; with 50% employer match about $61,824 at 4% or $41,216 at 6%; with 100% employer match about $46,368 at 4% or $30,912 at 6%. |
| Hammontree & Associates, Limited Savings and Security Plan | - | 45 | $3,122,808 | $105,558 | $2,346iApproximate average salary by contribution assumption: employee only about $58,643 at 4% or $39,096 at 6%; with 50% employer match about $39,096 at 4% or $26,064 at 6%; with 100% employer match about $29,322 at 4% or $19,548 at 6%. |
| Hammontree & Associates, Limited Employee Stock Ownership Plan | - | 36 | $140,742 | $61,368 | $1,705iApproximate average salary by contribution assumption: employee only about $42,617 at 4% or $28,411 at 6%; with 50% employer match about $28,411 at 4% or $18,941 at 6%; with 100% employer match about $21,308 at 4% or $14,206 at 6%. |