Long and Associates PC.
Plan context: Long & Associates PC 401K Plan and Profit
EIN 35-2009629 • Fishers, IN • 24 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$4,410,168
2024 Contributions
$264,072
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 | 23 | $4,410,168 | $264,072 | $11,481iApproximate average salary by contribution assumption: employee only about $287,035 at 4% or $191,357 at 6%; with 50% employer match about $191,357 at 4% or $127,571 at 6%; with 100% employer match about $143,517 at 4% or $95,678 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 23 | $4,410,168 | $264,072 | $11,481iApproximate average salary by contribution assumption: employee only about $287,035 at 4% or $191,357 at 6%; with 50% employer match about $191,357 at 4% or $127,571 at 6%; with 100% employer match about $143,517 at 4% or $95,678 at 6%. |
| 2023 | 1 | 19 | $3,751,413 | $275,217 | $14,485iApproximate average salary by contribution assumption: employee only about $362,128 at 4% or $241,418 at 6%; with 50% employer match about $241,418 at 4% or $160,946 at 6%; with 100% employer match about $181,064 at 4% or $120,709 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 19 | $3,751,413 | $275,217 | $14,485iApproximate average salary by contribution assumption: employee only about $362,128 at 4% or $241,418 at 6%; with 50% employer match about $241,418 at 4% or $160,946 at 6%; with 100% employer match about $181,064 at 4% or $120,709 at 6%. |
| 2022 | 1 | 0 | $3,038,694 | $210,334 | - |
| Long & Associates PC 401K Plan and Profit | - | 0 | $3,038,694 | $210,334 | - |
| 2021 | 2 | 17 | $3,486,713 | $514,283 | $30,252iApproximate average salary by contribution assumption: employee only about $756,299 at 4% or $504,199 at 6%; with 50% employer match about $504,199 at 4% or $336,133 at 6%; with 100% employer match about $378,149 at 4% or $252,100 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 17 | $3,486,713 | $499,328 | $29,372iApproximate average salary by contribution assumption: employee only about $734,306 at 4% or $489,537 at 6%; with 50% employer match about $489,537 at 4% or $326,358 at 6%; with 100% employer match about $367,153 at 4% or $244,769 at 6%. |
| LONG & ASSOCIATES, P.C. CASH BALANCE PLAN | - | 0 | $0 | $14,955 | - |
| 2020 | 2 | 21 | $3,017,377 | $282,228 | $13,439iApproximate average salary by contribution assumption: employee only about $335,986 at 4% or $223,990 at 6%; with 50% employer match about $223,990 at 4% or $149,327 at 6%; with 100% employer match about $167,993 at 4% or $111,995 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 19 | $2,659,378 | $165,808 | $8,727iApproximate average salary by contribution assumption: employee only about $218,168 at 4% or $145,446 at 6%; with 50% employer match about $145,446 at 4% or $96,964 at 6%; with 100% employer match about $109,084 at 4% or $72,723 at 6%. |
| LONG & ASSOCIATES, P.C. CASH BALANCE PLAN | - | 21 | $357,999 | $116,420 | $5,544iApproximate average salary by contribution assumption: employee only about $138,595 at 4% or $92,397 at 6%; with 50% employer match about $92,397 at 4% or $61,598 at 6%; with 100% employer match about $69,298 at 4% or $46,198 at 6%. |
| 2019 | 2 | 17 | $2,672,520 | $303,832 | $17,872iApproximate average salary by contribution assumption: employee only about $446,812 at 4% or $297,875 at 6%; with 50% employer match about $297,875 at 4% or $198,583 at 6%; with 100% employer match about $223,406 at 4% or $148,937 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 17 | $2,438,920 | $189,578 | $11,152iApproximate average salary by contribution assumption: employee only about $278,791 at 4% or $185,861 at 6%; with 50% employer match about $185,861 at 4% or $123,907 at 6%; with 100% employer match about $139,396 at 4% or $92,930 at 6%. |
| LONG & ASSOCIATES, P.C. CASH BALANCE PLAN | - | 17 | $233,600 | $114,254 | $6,721iApproximate average salary by contribution assumption: employee only about $168,021 at 4% or $112,014 at 6%; with 50% employer match about $112,014 at 4% or $74,676 at 6%; with 100% employer match about $84,010 at 4% or $56,007 at 6%. |
| 2018 | 2 | 13 | $1,931,597 | $179,388 | $13,799iApproximate average salary by contribution assumption: employee only about $344,977 at 4% or $229,985 at 6%; with 50% employer match about $229,985 at 4% or $153,323 at 6%; with 100% employer match about $172,488 at 4% or $114,992 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 11 | $1,816,597 | $64,388 | $5,853iApproximate average salary by contribution assumption: employee only about $146,336 at 4% or $97,558 at 6%; with 50% employer match about $97,558 at 4% or $65,038 at 6%; with 100% employer match about $73,168 at 4% or $48,779 at 6%. |
| LONG & ASSOCIATES, P.C. CASH BALANCE PLAN | - | 13 | $115,000 | $115,000 | $8,846iApproximate average salary by contribution assumption: employee only about $221,154 at 4% or $147,436 at 6%; with 50% employer match about $147,436 at 4% or $98,291 at 6%; with 100% employer match about $110,577 at 4% or $73,718 at 6%. |
| 2017 | 1 | 12 | $1,913,118 | $180,235 | $15,020iApproximate average salary by contribution assumption: employee only about $375,490 at 4% or $250,326 at 6%; with 50% employer match about $250,326 at 4% or $166,884 at 6%; with 100% employer match about $187,745 at 4% or $125,163 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 12 | $1,913,118 | $180,235 | $15,020iApproximate average salary by contribution assumption: employee only about $375,490 at 4% or $250,326 at 6%; with 50% employer match about $250,326 at 4% or $166,884 at 6%; with 100% employer match about $187,745 at 4% or $125,163 at 6%. |
| 2016 | 1 | 8 | $1,506,786 | $126,460 | $15,808iApproximate average salary by contribution assumption: employee only about $395,188 at 4% or $263,458 at 6%; with 50% employer match about $263,458 at 4% or $175,639 at 6%; with 100% employer match about $197,594 at 4% or $131,729 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 8 | $1,506,786 | $126,460 | $15,808iApproximate average salary by contribution assumption: employee only about $395,188 at 4% or $263,458 at 6%; with 50% employer match about $263,458 at 4% or $175,639 at 6%; with 100% employer match about $197,594 at 4% or $131,729 at 6%. |
| 2015 | 1 | 5 | $1,248,898 | $114,507 | $22,901iApproximate average salary by contribution assumption: employee only about $572,535 at 4% or $381,690 at 6%; with 50% employer match about $381,690 at 4% or $254,460 at 6%; with 100% employer match about $286,268 at 4% or $190,845 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 5 | $1,248,898 | $114,507 | $22,901iApproximate average salary by contribution assumption: employee only about $572,535 at 4% or $381,690 at 6%; with 50% employer match about $381,690 at 4% or $254,460 at 6%; with 100% employer match about $286,268 at 4% or $190,845 at 6%. |
| 2014 | 1 | 6 | $1,266,586 | $115,079 | $19,180iApproximate average salary by contribution assumption: employee only about $479,496 at 4% or $319,664 at 6%; with 50% employer match about $319,664 at 4% or $213,109 at 6%; with 100% employer match about $239,748 at 4% or $159,832 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 6 | $1,266,586 | $115,079 | $19,180iApproximate average salary by contribution assumption: employee only about $479,496 at 4% or $319,664 at 6%; with 50% employer match about $319,664 at 4% or $213,109 at 6%; with 100% employer match about $239,748 at 4% or $159,832 at 6%. |
| 2013 | 1 | 9 | $1,219,774 | $69,542 | $7,727iApproximate average salary by contribution assumption: employee only about $193,172 at 4% or $128,781 at 6%; with 50% employer match about $128,781 at 4% or $85,854 at 6%; with 100% employer match about $96,586 at 4% or $64,391 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 9 | $1,219,774 | $69,542 | $7,727iApproximate average salary by contribution assumption: employee only about $193,172 at 4% or $128,781 at 6%; with 50% employer match about $128,781 at 4% or $85,854 at 6%; with 100% employer match about $96,586 at 4% or $64,391 at 6%. |
| 2012 | 1 | 8 | $1,063,100 | $128,018 | $16,002iApproximate average salary by contribution assumption: employee only about $400,056 at 4% or $266,704 at 6%; with 50% employer match about $266,704 at 4% or $177,803 at 6%; with 100% employer match about $200,028 at 4% or $133,352 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 8 | $1,063,100 | $128,018 | $16,002iApproximate average salary by contribution assumption: employee only about $400,056 at 4% or $266,704 at 6%; with 50% employer match about $266,704 at 4% or $177,803 at 6%; with 100% employer match about $200,028 at 4% or $133,352 at 6%. |
| 2011 | 1 | 8 | $867,423 | $200,270 | $25,034iApproximate average salary by contribution assumption: employee only about $625,844 at 4% or $417,229 at 6%; with 50% employer match about $417,229 at 4% or $278,153 at 6%; with 100% employer match about $312,922 at 4% or $208,615 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 8 | $867,423 | $200,270 | $25,034iApproximate average salary by contribution assumption: employee only about $625,844 at 4% or $417,229 at 6%; with 50% employer match about $417,229 at 4% or $278,153 at 6%; with 100% employer match about $312,922 at 4% or $208,615 at 6%. |
| 2010 | 1 | 9 | $848,861 | $175,348 | $19,483iApproximate average salary by contribution assumption: employee only about $487,078 at 4% or $324,719 at 6%; with 50% employer match about $324,719 at 4% or $216,479 at 6%; with 100% employer match about $243,539 at 4% or $162,359 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 9 | $848,861 | $175,348 | $19,483iApproximate average salary by contribution assumption: employee only about $487,078 at 4% or $324,719 at 6%; with 50% employer match about $324,719 at 4% or $216,479 at 6%; with 100% employer match about $243,539 at 4% or $162,359 at 6%. |
| 2009 | 1 | 7 | $663,679 | $198,336 | $28,334iApproximate average salary by contribution assumption: employee only about $708,343 at 4% or $472,229 at 6%; with 50% employer match about $472,229 at 4% or $314,819 at 6%; with 100% employer match about $354,171 at 4% or $236,114 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 7 | $663,679 | $198,336 | $28,334iApproximate average salary by contribution assumption: employee only about $708,343 at 4% or $472,229 at 6%; with 50% employer match about $472,229 at 4% or $314,819 at 6%; with 100% employer match about $354,171 at 4% or $236,114 at 6%. |
| 2008 | 1 | 6 | $434,512 | $110,904 | $18,484iApproximate average salary by contribution assumption: employee only about $462,100 at 4% or $308,067 at 6%; with 50% employer match about $308,067 at 4% or $205,378 at 6%; with 100% employer match about $231,050 at 4% or $154,033 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 6 | $434,512 | $110,904 | $18,484iApproximate average salary by contribution assumption: employee only about $462,100 at 4% or $308,067 at 6%; with 50% employer match about $308,067 at 4% or $205,378 at 6%; with 100% employer match about $231,050 at 4% or $154,033 at 6%. |
| 2007 | 1 | 6 | $532,345 | $107,479 | $17,913iApproximate average salary by contribution assumption: employee only about $447,829 at 4% or $298,553 at 6%; with 50% employer match about $298,553 at 4% or $199,035 at 6%; with 100% employer match about $223,915 at 4% or $149,276 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 6 | $532,345 | $107,479 | $17,913iApproximate average salary by contribution assumption: employee only about $447,829 at 4% or $298,553 at 6%; with 50% employer match about $298,553 at 4% or $199,035 at 6%; with 100% employer match about $223,915 at 4% or $149,276 at 6%. |
| 2006 | 1 | 2 | $407,881 | $76,112 | $38,056iApproximate average salary by contribution assumption: employee only about $951,400 at 4% or $634,267 at 6%; with 50% employer match about $634,267 at 4% or $422,844 at 6%; with 100% employer match about $475,700 at 4% or $317,133 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 2 | $407,881 | $76,112 | $38,056iApproximate average salary by contribution assumption: employee only about $951,400 at 4% or $634,267 at 6%; with 50% employer match about $634,267 at 4% or $422,844 at 6%; with 100% employer match about $475,700 at 4% or $317,133 at 6%. |
| 2002 | 1 | 3 | $64,126 | $69,348 | $23,116iApproximate average salary by contribution assumption: employee only about $577,900 at 4% or $385,267 at 6%; with 50% employer match about $385,267 at 4% or $256,844 at 6%; with 100% employer match about $288,950 at 4% or $192,633 at 6%. |
| Long & Associates PC 401K Plan and Profit | - | 3 | $64,126 | $69,348 | $23,116iApproximate average salary by contribution assumption: employee only about $577,900 at 4% or $385,267 at 6%; with 50% employer match about $385,267 at 4% or $256,844 at 6%; with 100% employer match about $288,950 at 4% or $192,633 at 6%. |