THOMAS J. SCULLY III & ASSOCIATES, LLC
Plan context: SCULLY 401(K) PLAN & TRUST
EIN 35-1360120 • Highland, IN • 15 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,686,416
2025 Contributions
$75,216
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,686,416 | $75,216 | $7,522iApproximate average salary by contribution assumption: employee only about $188,040 at 4% or $125,360 at 6%; with 50% employer match about $125,360 at 4% or $83,573 at 6%; with 100% employer match about $94,020 at 4% or $62,680 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $2,686,416 | $75,216 | $7,522iApproximate average salary by contribution assumption: employee only about $188,040 at 4% or $125,360 at 6%; with 50% employer match about $125,360 at 4% or $83,573 at 6%; with 100% employer match about $94,020 at 4% or $62,680 at 6%. |
| 2024 | 1 | 9 | $2,274,527 | $51,968 | $5,774iApproximate average salary by contribution assumption: employee only about $144,356 at 4% or $96,237 at 6%; with 50% employer match about $96,237 at 4% or $64,158 at 6%; with 100% employer match about $72,178 at 4% or $48,119 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 9 | $2,274,527 | $51,968 | $5,774iApproximate average salary by contribution assumption: employee only about $144,356 at 4% or $96,237 at 6%; with 50% employer match about $96,237 at 4% or $64,158 at 6%; with 100% employer match about $72,178 at 4% or $48,119 at 6%. |
| 2023 | 1 | 9 | $2,004,635 | $63,348 | $7,039iApproximate average salary by contribution assumption: employee only about $175,967 at 4% or $117,311 at 6%; with 50% employer match about $117,311 at 4% or $78,207 at 6%; with 100% employer match about $87,983 at 4% or $58,656 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 9 | $2,004,635 | $63,348 | $7,039iApproximate average salary by contribution assumption: employee only about $175,967 at 4% or $117,311 at 6%; with 50% employer match about $117,311 at 4% or $78,207 at 6%; with 100% employer match about $87,983 at 4% or $58,656 at 6%. |
| 2022 | 1 | 9 | $1,705,034 | $95,618 | $10,624iApproximate average salary by contribution assumption: employee only about $265,606 at 4% or $177,070 at 6%; with 50% employer match about $177,070 at 4% or $118,047 at 6%; with 100% employer match about $132,803 at 4% or $88,535 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 9 | $1,705,034 | $95,618 | $10,624iApproximate average salary by contribution assumption: employee only about $265,606 at 4% or $177,070 at 6%; with 50% employer match about $177,070 at 4% or $118,047 at 6%; with 100% employer match about $132,803 at 4% or $88,535 at 6%. |
| 2021 | 1 | 10 | $2,088,474 | $93,609 | $9,361iApproximate average salary by contribution assumption: employee only about $234,023 at 4% or $156,015 at 6%; with 50% employer match about $156,015 at 4% or $104,010 at 6%; with 100% employer match about $117,011 at 4% or $78,008 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $2,088,474 | $93,609 | $9,361iApproximate average salary by contribution assumption: employee only about $234,023 at 4% or $156,015 at 6%; with 50% employer match about $156,015 at 4% or $104,010 at 6%; with 100% employer match about $117,011 at 4% or $78,008 at 6%. |
| 2020 | 1 | 11 | $1,805,839 | $93,970 | $8,543iApproximate average salary by contribution assumption: employee only about $213,568 at 4% or $142,379 at 6%; with 50% employer match about $142,379 at 4% or $94,919 at 6%; with 100% employer match about $106,784 at 4% or $71,189 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 11 | $1,805,839 | $93,970 | $8,543iApproximate average salary by contribution assumption: employee only about $213,568 at 4% or $142,379 at 6%; with 50% employer match about $142,379 at 4% or $94,919 at 6%; with 100% employer match about $106,784 at 4% or $71,189 at 6%. |
| 2019 | 1 | 10 | $1,487,204 | $91,048 | $9,105iApproximate average salary by contribution assumption: employee only about $227,620 at 4% or $151,747 at 6%; with 50% employer match about $151,747 at 4% or $101,164 at 6%; with 100% employer match about $113,810 at 4% or $75,873 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $1,487,204 | $91,048 | $9,105iApproximate average salary by contribution assumption: employee only about $227,620 at 4% or $151,747 at 6%; with 50% employer match about $151,747 at 4% or $101,164 at 6%; with 100% employer match about $113,810 at 4% or $75,873 at 6%. |
| 2018 | 1 | 10 | $1,197,255 | $85,833 | $8,583iApproximate average salary by contribution assumption: employee only about $214,582 at 4% or $143,055 at 6%; with 50% employer match about $143,055 at 4% or $95,370 at 6%; with 100% employer match about $107,291 at 4% or $71,528 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $1,197,255 | $85,833 | $8,583iApproximate average salary by contribution assumption: employee only about $214,582 at 4% or $143,055 at 6%; with 50% employer match about $143,055 at 4% or $95,370 at 6%; with 100% employer match about $107,291 at 4% or $71,528 at 6%. |
| 2017 | 1 | 10 | $1,224,025 | $84,868 | $8,487iApproximate average salary by contribution assumption: employee only about $212,170 at 4% or $141,447 at 6%; with 50% employer match about $141,447 at 4% or $94,298 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $1,224,025 | $84,868 | $8,487iApproximate average salary by contribution assumption: employee only about $212,170 at 4% or $141,447 at 6%; with 50% employer match about $141,447 at 4% or $94,298 at 6%; with 100% employer match about $106,085 at 4% or $70,723 at 6%. |
| 2016 | 1 | 10 | $1,134,274 | $80,801 | $8,080iApproximate average salary by contribution assumption: employee only about $202,003 at 4% or $134,668 at 6%; with 50% employer match about $134,668 at 4% or $89,779 at 6%; with 100% employer match about $101,001 at 4% or $67,334 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 10 | $1,134,274 | $80,801 | $8,080iApproximate average salary by contribution assumption: employee only about $202,003 at 4% or $134,668 at 6%; with 50% employer match about $134,668 at 4% or $89,779 at 6%; with 100% employer match about $101,001 at 4% or $67,334 at 6%. |
| 2015 | 1 | 12 | $1,029,439 | $102,722 | $8,560iApproximate average salary by contribution assumption: employee only about $214,004 at 4% or $142,669 at 6%; with 50% employer match about $142,669 at 4% or $95,113 at 6%; with 100% employer match about $107,002 at 4% or $71,335 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 12 | $1,029,439 | $102,722 | $8,560iApproximate average salary by contribution assumption: employee only about $214,004 at 4% or $142,669 at 6%; with 50% employer match about $142,669 at 4% or $95,113 at 6%; with 100% employer match about $107,002 at 4% or $71,335 at 6%. |
| 2014 | 1 | 12 | $1,012,744 | $60,358 | $5,030iApproximate average salary by contribution assumption: employee only about $125,746 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 12 | $1,012,744 | $60,358 | $5,030iApproximate average salary by contribution assumption: employee only about $125,746 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%. |
| 2013 | 1 | 12 | $900,885 | $68,549 | $5,712iApproximate average salary by contribution assumption: employee only about $142,810 at 4% or $95,207 at 6%; with 50% employer match about $95,207 at 4% or $63,471 at 6%; with 100% employer match about $71,405 at 4% or $47,603 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 12 | $900,885 | $68,549 | $5,712iApproximate average salary by contribution assumption: employee only about $142,810 at 4% or $95,207 at 6%; with 50% employer match about $95,207 at 4% or $63,471 at 6%; with 100% employer match about $71,405 at 4% or $47,603 at 6%. |
| 2012 | 1 | 13 | $702,670 | $107,098 | $8,238iApproximate average salary by contribution assumption: employee only about $205,958 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 13 | $702,670 | $107,098 | $8,238iApproximate average salary by contribution assumption: employee only about $205,958 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| 2011 | 1 | 12 | $533,604 | $547,750 | $45,646iApproximate average salary by contribution assumption: employee only about $1,141,146 at 4% or $760,764 at 6%; with 50% employer match about $760,764 at 4% or $507,176 at 6%; with 100% employer match about $570,573 at 4% or $380,382 at 6%. |
| SCULLY 401(K) PLAN & TRUST | - | 12 | $533,604 | $547,750 | $45,646iApproximate average salary by contribution assumption: employee only about $1,141,146 at 4% or $760,764 at 6%; with 50% employer match about $760,764 at 4% or $507,176 at 6%; with 100% employer match about $570,573 at 4% or $380,382 at 6%. |