Collier, Sarner and Associates Inc.
Plan context: Collier & Associates Inc. Employees' Profit Sharing Plan and Trust
EIN 36-3504549 • Cleveland, OH • 44 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$9,485,181
2024 Contributions
$117,942
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 | 11 | $9,485,181 | $117,942 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 11 | $6,331,660 | $117,942 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 4 | $3,153,521 | $0 | - |
| 2023 | 2 | 8 | $7,792,004 | $125,669 | $15,709iApproximate average salary by contribution assumption: employee only about $392,716 at 4% or $261,810 at 6%; with 50% employer match about $261,810 at 4% or $174,540 at 6%; with 100% employer match about $196,358 at 4% or $130,905 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $5,111,064 | $125,669 | $15,709iApproximate average salary by contribution assumption: employee only about $392,716 at 4% or $261,810 at 6%; with 50% employer match about $261,810 at 4% or $174,540 at 6%; with 100% employer match about $196,358 at 4% or $130,905 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 5 | $2,680,940 | $0 | - |
| 2022 | 2 | 7 | $6,212,425 | $436,135 | $62,305iApproximate average salary by contribution assumption: employee only about $1,557,625 at 4% or $1,038,417 at 6%; with 50% employer match about $1,038,417 at 4% or $692,278 at 6%; with 100% employer match about $778,813 at 4% or $519,208 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $3,995,689 | $81,553 | $11,650iApproximate average salary by contribution assumption: employee only about $291,261 at 4% or $194,174 at 6%; with 50% employer match about $194,174 at 4% or $129,449 at 6%; with 100% employer match about $145,630 at 4% or $97,087 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 4 | $2,216,736 | $354,582 | $88,646iApproximate average salary by contribution assumption: employee only about $2,216,138 at 4% or $1,477,425 at 6%; with 50% employer match about $1,477,425 at 4% or $984,950 at 6%; with 100% employer match about $1,108,069 at 4% or $738,713 at 6%. |
| 2021 | 2 | 7 | $7,376,819 | $188,204 | $26,886iApproximate average salary by contribution assumption: employee only about $672,157 at 4% or $448,105 at 6%; with 50% employer match about $448,105 at 4% or $298,737 at 6%; with 100% employer match about $336,079 at 4% or $224,052 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $5,247,947 | $76,137 | $10,877iApproximate average salary by contribution assumption: employee only about $271,918 at 4% or $181,279 at 6%; with 50% employer match about $181,279 at 4% or $120,852 at 6%; with 100% employer match about $135,959 at 4% or $90,639 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 5 | $2,128,872 | $112,067 | $22,413iApproximate average salary by contribution assumption: employee only about $560,335 at 4% or $373,557 at 6%; with 50% employer match about $373,557 at 4% or $249,038 at 6%; with 100% employer match about $280,168 at 4% or $186,778 at 6%. |
| 2020 | 2 | 6 | $6,324,945 | $196,809 | $32,802iApproximate average salary by contribution assumption: employee only about $820,038 at 4% or $546,692 at 6%; with 50% employer match about $546,692 at 4% or $364,461 at 6%; with 100% employer match about $410,019 at 4% or $273,346 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 6 | $4,617,995 | $76,608 | $12,768iApproximate average salary by contribution assumption: employee only about $319,200 at 4% or $212,800 at 6%; with 50% employer match about $212,800 at 4% or $141,867 at 6%; with 100% employer match about $159,600 at 4% or $106,400 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 5 | $1,706,950 | $120,201 | $24,040iApproximate average salary by contribution assumption: employee only about $601,005 at 4% or $400,670 at 6%; with 50% employer match about $400,670 at 4% or $267,113 at 6%; with 100% employer match about $300,503 at 4% or $200,335 at 6%. |
| 2019 | 2 | 9 | $5,418,507 | $65,403 | $7,267iApproximate average salary by contribution assumption: employee only about $181,675 at 4% or $121,117 at 6%; with 50% employer match about $121,117 at 4% or $80,744 at 6%; with 100% employer match about $90,838 at 4% or $60,558 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 9 | $4,064,652 | $65,403 | $7,267iApproximate average salary by contribution assumption: employee only about $181,675 at 4% or $121,117 at 6%; with 50% employer match about $121,117 at 4% or $80,744 at 6%; with 100% employer match about $90,838 at 4% or $60,558 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 9 | $1,353,855 | $0 | - |
| 2018 | 2 | 9 | $3,988,560 | $103,313 | $11,479iApproximate average salary by contribution assumption: employee only about $286,981 at 4% or $191,320 at 6%; with 50% employer match about $191,320 at 4% or $127,547 at 6%; with 100% employer match about $143,490 at 4% or $95,660 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 9 | $2,964,917 | $103,313 | $11,479iApproximate average salary by contribution assumption: employee only about $286,981 at 4% or $191,320 at 6%; with 50% employer match about $191,320 at 4% or $127,547 at 6%; with 100% employer match about $143,490 at 4% or $95,660 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 9 | $1,023,643 | $0 | - |
| 2017 | 2 | 10 | $4,113,218 | $455,939 | $45,594iApproximate average salary by contribution assumption: employee only about $1,139,848 at 4% or $759,898 at 6%; with 50% employer match about $759,898 at 4% or $506,599 at 6%; with 100% employer match about $569,924 at 4% or $379,949 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 10 | $2,972,646 | $80,913 | $8,091iApproximate average salary by contribution assumption: employee only about $202,283 at 4% or $134,855 at 6%; with 50% employer match about $134,855 at 4% or $89,903 at 6%; with 100% employer match about $101,141 at 4% or $67,428 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 10 | $1,140,572 | $375,026 | $37,503iApproximate average salary by contribution assumption: employee only about $937,565 at 4% or $625,043 at 6%; with 50% employer match about $625,043 at 4% or $416,696 at 6%; with 100% employer match about $468,783 at 4% or $312,522 at 6%. |
| 2016 | 2 | 10 | $2,822,614 | $194,049 | $19,405iApproximate average salary by contribution assumption: employee only about $485,123 at 4% or $323,415 at 6%; with 50% employer match about $323,415 at 4% or $215,610 at 6%; with 100% employer match about $242,561 at 4% or $161,708 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 9 | $2,165,689 | $94,049 | $10,450iApproximate average salary by contribution assumption: employee only about $261,247 at 4% or $174,165 at 6%; with 50% employer match about $174,165 at 4% or $116,110 at 6%; with 100% employer match about $130,624 at 4% or $87,082 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 10 | $656,925 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2015 | 2 | 9 | $2,446,880 | $249,834 | $27,759iApproximate average salary by contribution assumption: employee only about $693,983 at 4% or $462,656 at 6%; with 50% employer match about $462,656 at 4% or $308,437 at 6%; with 100% employer match about $346,992 at 4% or $231,328 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,958,603 | $74,257 | $9,282iApproximate average salary by contribution assumption: employee only about $232,053 at 4% or $154,702 at 6%; with 50% employer match about $154,702 at 4% or $103,135 at 6%; with 100% employer match about $116,027 at 4% or $77,351 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 9 | $488,277 | $175,577 | $19,509iApproximate average salary by contribution assumption: employee only about $487,714 at 4% or $325,143 at 6%; with 50% employer match about $325,143 at 4% or $216,762 at 6%; with 100% employer match about $243,857 at 4% or $162,571 at 6%. |
| 2014 | 2 | 9 | $2,378,820 | $196,322 | $21,814iApproximate average salary by contribution assumption: employee only about $545,339 at 4% or $363,559 at 6%; with 50% employer match about $363,559 at 4% or $242,373 at 6%; with 100% employer match about $272,669 at 4% or $181,780 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $2,044,546 | $66,972 | $8,372iApproximate average salary by contribution assumption: employee only about $209,288 at 4% or $139,525 at 6%; with 50% employer match about $139,525 at 4% or $93,017 at 6%; with 100% employer match about $104,644 at 4% or $69,763 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 9 | $334,274 | $129,350 | $14,372iApproximate average salary by contribution assumption: employee only about $359,306 at 4% or $239,537 at 6%; with 50% employer match about $239,537 at 4% or $159,691 at 6%; with 100% employer match about $179,653 at 4% or $119,769 at 6%. |
| 2013 | 2 | 10 | $2,059,612 | $158,508 | $15,851iApproximate average salary by contribution assumption: employee only about $396,270 at 4% or $264,180 at 6%; with 50% employer match about $264,180 at 4% or $176,120 at 6%; with 100% employer match about $198,135 at 4% or $132,090 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,867,676 | $65,979 | $8,247iApproximate average salary by contribution assumption: employee only about $206,184 at 4% or $137,456 at 6%; with 50% employer match about $137,456 at 4% or $91,638 at 6%; with 100% employer match about $103,092 at 4% or $68,728 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 10 | $191,936 | $92,529 | $9,253iApproximate average salary by contribution assumption: employee only about $231,323 at 4% or $154,215 at 6%; with 50% employer match about $154,215 at 4% or $102,810 at 6%; with 100% employer match about $115,661 at 4% or $77,108 at 6%. |
| 2012 | 2 | 9 | $1,643,887 | $157,803 | $17,534iApproximate average salary by contribution assumption: employee only about $438,342 at 4% or $292,228 at 6%; with 50% employer match about $292,228 at 4% or $194,819 at 6%; with 100% employer match about $219,171 at 4% or $146,114 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,551,173 | $65,089 | $8,136iApproximate average salary by contribution assumption: employee only about $203,403 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,401 at 6%; with 100% employer match about $101,702 at 4% or $67,801 at 6%. |
| COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | - | 9 | $92,714 | $92,714 | $10,302iApproximate average salary by contribution assumption: employee only about $257,539 at 4% or $171,693 at 6%; with 50% employer match about $171,693 at 4% or $114,462 at 6%; with 100% employer match about $128,769 at 4% or $85,846 at 6%. |
| 2011 | 1 | 8 | $1,335,978 | $107,842 | $13,480iApproximate average salary by contribution assumption: employee only about $337,006 at 4% or $224,671 at 6%; with 50% employer match about $224,671 at 4% or $149,781 at 6%; with 100% employer match about $168,503 at 4% or $112,335 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,335,978 | $107,842 | $13,480iApproximate average salary by contribution assumption: employee only about $337,006 at 4% or $224,671 at 6%; with 50% employer match about $224,671 at 4% or $149,781 at 6%; with 100% employer match about $168,503 at 4% or $112,335 at 6%. |
| 2010 | 1 | 8 | $1,152,916 | $108,481 | $13,560iApproximate average salary by contribution assumption: employee only about $339,003 at 4% or $226,002 at 6%; with 50% employer match about $226,002 at 4% or $150,668 at 6%; with 100% employer match about $169,502 at 4% or $113,001 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,152,916 | $108,481 | $13,560iApproximate average salary by contribution assumption: employee only about $339,003 at 4% or $226,002 at 6%; with 50% employer match about $226,002 at 4% or $150,668 at 6%; with 100% employer match about $169,502 at 4% or $113,001 at 6%. |
| 2009 | 1 | 8 | $910,245 | $109,198 | $13,650iApproximate average salary by contribution assumption: employee only about $341,244 at 4% or $227,496 at 6%; with 50% employer match about $227,496 at 4% or $151,664 at 6%; with 100% employer match about $170,622 at 4% or $113,748 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $910,245 | $109,198 | $13,650iApproximate average salary by contribution assumption: employee only about $341,244 at 4% or $227,496 at 6%; with 50% employer match about $227,496 at 4% or $151,664 at 6%; with 100% employer match about $170,622 at 4% or $113,748 at 6%. |
| 2008 | 1 | 8 | $1,437,503 | $108,980 | $13,623iApproximate average salary by contribution assumption: employee only about $340,563 at 4% or $227,042 at 6%; with 50% employer match about $227,042 at 4% or $151,361 at 6%; with 100% employer match about $170,281 at 4% or $113,521 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,437,503 | $108,980 | $13,623iApproximate average salary by contribution assumption: employee only about $340,563 at 4% or $227,042 at 6%; with 50% employer match about $227,042 at 4% or $151,361 at 6%; with 100% employer match about $170,281 at 4% or $113,521 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2006 | 2 | 8 | $1,626,345 | $270,940 | $33,868iApproximate average salary by contribution assumption: employee only about $846,688 at 4% or $564,458 at 6%; with 50% employer match about $564,458 at 4% or $376,306 at 6%; with 100% employer match about $423,344 at 4% or $282,229 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 8 | $1,626,345 | $270,940 | $33,868iApproximate average salary by contribution assumption: employee only about $846,688 at 4% or $564,458 at 6%; with 50% employer match about $564,458 at 4% or $376,306 at 6%; with 100% employer match about $423,344 at 4% or $282,229 at 6%. |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 0 | - | - | - |
| 2005 | 2 | 7 | $1,311,467 | $147,530 | $21,076iApproximate average salary by contribution assumption: employee only about $526,893 at 4% or $351,262 at 6%; with 50% employer match about $351,262 at 4% or $234,175 at 6%; with 100% employer match about $263,446 at 4% or $175,631 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $1,171,256 | $147,530 | $21,076iApproximate average salary by contribution assumption: employee only about $526,893 at 4% or $351,262 at 6%; with 50% employer match about $351,262 at 4% or $234,175 at 6%; with 100% employer match about $263,446 at 4% or $175,631 at 6%. |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 2 | $140,211 | - | - |
| 2004 | 2 | 7 | $1,186,793 | $731,277 | $104,468iApproximate average salary by contribution assumption: employee only about $2,611,704 at 4% or $1,741,136 at 6%; with 50% employer match about $1,741,136 at 4% or $1,160,757 at 6%; with 100% employer match about $1,305,852 at 4% or $870,568 at 6%. |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 7 | $1,049,363 | $731,277 | $104,468iApproximate average salary by contribution assumption: employee only about $2,611,704 at 4% or $1,741,136 at 6%; with 50% employer match about $1,741,136 at 4% or $1,160,757 at 6%; with 100% employer match about $1,305,852 at 4% or $870,568 at 6%. |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 2 | $137,430 | - | - |
| 2003 | 2 | 6 | $961,344 | $147,554 | $24,592iApproximate average salary by contribution assumption: employee only about $614,808 at 4% or $409,872 at 6%; with 50% employer match about $409,872 at 4% or $273,248 at 6%; with 100% employer match about $307,404 at 4% or $204,936 at 6%. |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 2 | $698,141 | - | - |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 6 | $263,203 | $147,554 | $24,592iApproximate average salary by contribution assumption: employee only about $614,808 at 4% or $409,872 at 6%; with 50% employer match about $409,872 at 4% or $273,248 at 6%; with 100% employer match about $307,404 at 4% or $204,936 at 6%. |
| 2002 | 2 | 6 | $601,892 | $0 | - |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 2 | $601,892 | - | - |
| Collier & Associates Inc. Employees' Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 5 | $560,154 | $68,469 | $13,694iApproximate average salary by contribution assumption: employee only about $342,345 at 4% or $228,230 at 6%; with 50% employer match about $228,230 at 4% or $152,153 at 6%; with 100% employer match about $171,173 at 4% or $114,115 at 6%. |
| Collier, Sarner and Associates Inc. Employees Pension Plan and Trust | - | 5 | $560,154 | $68,469 | $13,694iApproximate average salary by contribution assumption: employee only about $342,345 at 4% or $228,230 at 6%; with 50% employer match about $228,230 at 4% or $152,153 at 6%; with 100% employer match about $171,173 at 4% or $114,115 at 6%. |