Safety Management Inc.
Plan context: Safety Management Inc. 401(K) Retirement Plan
EIN 38-3708369 • Katonah, NY • 17 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,335,686
2025 Contributions
$135,535
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 | 6 | $1,335,686 | $135,535 | $22,589iApproximate average salary by contribution assumption: employee only about $564,729 at 4% or $376,486 at 6%; with 50% employer match about $376,486 at 4% or $250,991 at 6%; with 100% employer match about $282,365 at 4% or $188,243 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 6 | $1,335,686 | $135,535 | $22,589iApproximate average salary by contribution assumption: employee only about $564,729 at 4% or $376,486 at 6%; with 50% employer match about $376,486 at 4% or $250,991 at 6%; with 100% employer match about $282,365 at 4% or $188,243 at 6%. |
| 2024 | 2 | 4 | $1,933,148 | $298,634 | $74,659iApproximate average salary by contribution assumption: employee only about $1,866,463 at 4% or $1,244,308 at 6%; with 50% employer match about $1,244,308 at 4% or $829,539 at 6%; with 100% employer match about $933,231 at 4% or $622,154 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 4 | $1,077,023 | $102,208 | $25,552iApproximate average salary by contribution assumption: employee only about $638,800 at 4% or $425,867 at 6%; with 50% employer match about $425,867 at 4% or $283,911 at 6%; with 100% employer match about $319,400 at 4% or $212,933 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 4 | $856,125 | $196,426 | $49,107iApproximate average salary by contribution assumption: employee only about $1,227,663 at 4% or $818,442 at 6%; with 50% employer match about $818,442 at 4% or $545,628 at 6%; with 100% employer match about $613,831 at 4% or $409,221 at 6%. |
| 2023 | 2 | 4 | $1,476,592 | $252,720 | $63,180iApproximate average salary by contribution assumption: employee only about $1,579,500 at 4% or $1,053,000 at 6%; with 50% employer match about $1,053,000 at 4% or $702,000 at 6%; with 100% employer match about $789,750 at 4% or $526,500 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 4 | $862,079 | $106,720 | $26,680iApproximate average salary by contribution assumption: employee only about $667,000 at 4% or $444,667 at 6%; with 50% employer match about $444,667 at 4% or $296,444 at 6%; with 100% employer match about $333,500 at 4% or $222,333 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 4 | $614,513 | $146,000 | $36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%. |
| 2022 | 2 | 4 | $1,092,479 | $203,540 | $50,885iApproximate average salary by contribution assumption: employee only about $1,272,125 at 4% or $848,083 at 6%; with 50% employer match about $848,083 at 4% or $565,389 at 6%; with 100% employer match about $636,063 at 4% or $424,042 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 4 | $663,227 | $88,537 | $22,134iApproximate average salary by contribution assumption: employee only about $553,356 at 4% or $368,904 at 6%; with 50% employer match about $368,904 at 4% or $245,936 at 6%; with 100% employer match about $276,678 at 4% or $184,452 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 0 | $429,252 | $115,003 | - |
| 2021 | 2 | 3 | $1,038,465 | $173,927 | $57,976iApproximate average salary by contribution assumption: employee only about $1,449,392 at 4% or $966,261 at 6%; with 50% employer match about $966,261 at 4% or $644,174 at 6%; with 100% employer match about $724,696 at 4% or $483,131 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 3 | $680,237 | $75,254 | $25,085iApproximate average salary by contribution assumption: employee only about $627,117 at 4% or $418,078 at 6%; with 50% employer match about $418,078 at 4% or $278,719 at 6%; with 100% employer match about $313,558 at 4% or $209,039 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 0 | $358,228 | $98,673 | - |
| 2020 | 2 | 2 | $782,495 | $162,772 | $81,386iApproximate average salary by contribution assumption: employee only about $2,034,650 at 4% or $1,356,433 at 6%; with 50% employer match about $1,356,433 at 4% or $904,289 at 6%; with 100% employer match about $1,017,325 at 4% or $678,217 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 2 | $539,762 | $73,084 | $36,542iApproximate average salary by contribution assumption: employee only about $913,550 at 4% or $609,033 at 6%; with 50% employer match about $609,033 at 4% or $406,022 at 6%; with 100% employer match about $456,775 at 4% or $304,517 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 0 | $242,733 | $89,688 | - |
| 2019 | 2 | 3 | $537,828 | $151,584 | $50,528iApproximate average salary by contribution assumption: employee only about $1,263,200 at 4% or $842,133 at 6%; with 50% employer match about $842,133 at 4% or $561,422 at 6%; with 100% employer match about $631,600 at 4% or $421,067 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 3 | $400,711 | $70,233 | $23,411iApproximate average salary by contribution assumption: employee only about $585,275 at 4% or $390,183 at 6%; with 50% employer match about $390,183 at 4% or $260,122 at 6%; with 100% employer match about $292,638 at 4% or $195,092 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 0 | $137,117 | $81,351 | - |
| 2018 | 2 | 3 | $335,821 | $121,500 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 3 | $282,321 | $68,000 | $22,667iApproximate average salary by contribution assumption: employee only about $566,667 at 4% or $377,778 at 6%; with 50% employer match about $377,778 at 4% or $251,852 at 6%; with 100% employer match about $283,333 at 4% or $188,889 at 6%. |
| Safety Management Inc. Cash Balance Plan | - | 0 | $53,500 | $53,500 | - |
| 2017 | 1 | 3 | $235,960 | $58,724 | $19,575iApproximate average salary by contribution assumption: employee only about $489,367 at 4% or $326,244 at 6%; with 50% employer match about $326,244 at 4% or $217,496 at 6%; with 100% employer match about $244,683 at 4% or $163,122 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 3 | $235,960 | $58,724 | $19,575iApproximate average salary by contribution assumption: employee only about $489,367 at 4% or $326,244 at 6%; with 50% employer match about $326,244 at 4% or $217,496 at 6%; with 100% employer match about $244,683 at 4% or $163,122 at 6%. |
| 2016 | 1 | 3 | $158,337 | $53,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| Safety Management Inc. 401(K) Retirement Plan | - | 3 | $158,337 | $53,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |