Civic Intelligence

Self-Direct Inc.

Plan context: Self-Direct Inc. 401(K) Profit Sharing Plan

EIN 43-1988486 • Baldwinsville, NY • 15 filings • 2 plans

7758 Maple RdBaldwinsville, NY 13027
Current Snapshot

Latest Year

2025

2025 Participants

52

2025 Assets

$2,677,138

2025 Contributions

$267,970

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,677,138$1,338,569$0201120182025YearValue
$2,677,138Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

52260201120182025YearValue
52Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025152$2,677,138$267,970$5,153iApproximate average salary by contribution assumption: employee only about $128,832 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,259 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-52$2,677,138$267,970$5,153iApproximate average salary by contribution assumption: employee only about $128,832 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,259 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
2024149$2,054,192$247,321$5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-49$2,054,192$247,321$5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
2023150$1,661,763$102,664$2,053iApproximate average salary by contribution assumption: employee only about $51,332 at 4% or $34,221 at 6%; with 50% employer match about $34,221 at 4% or $22,814 at 6%; with 100% employer match about $25,666 at 4% or $17,111 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-50$1,661,763$102,664$2,053iApproximate average salary by contribution assumption: employee only about $51,332 at 4% or $34,221 at 6%; with 50% employer match about $34,221 at 4% or $22,814 at 6%; with 100% employer match about $25,666 at 4% or $17,111 at 6%.
2022145$1,384,414$178,003$3,956iApproximate average salary by contribution assumption: employee only about $98,891 at 4% or $65,927 at 6%; with 50% employer match about $65,927 at 4% or $43,951 at 6%; with 100% employer match about $49,445 at 4% or $32,964 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-45$1,384,414$178,003$3,956iApproximate average salary by contribution assumption: employee only about $98,891 at 4% or $65,927 at 6%; with 50% employer match about $65,927 at 4% or $43,951 at 6%; with 100% employer match about $49,445 at 4% or $32,964 at 6%.
2021142$1,572,760$201,486$4,797iApproximate average salary by contribution assumption: employee only about $119,932 at 4% or $79,955 at 6%; with 50% employer match about $79,955 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-42$1,572,760$201,486$4,797iApproximate average salary by contribution assumption: employee only about $119,932 at 4% or $79,955 at 6%; with 50% employer match about $79,955 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%.
2020139$1,330,726$186,907$4,792iApproximate average salary by contribution assumption: employee only about $119,812 at 4% or $79,875 at 6%; with 50% employer match about $79,875 at 4% or $53,250 at 6%; with 100% employer match about $59,906 at 4% or $39,937 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-39$1,330,726$186,907$4,792iApproximate average salary by contribution assumption: employee only about $119,812 at 4% or $79,875 at 6%; with 50% employer match about $79,875 at 4% or $53,250 at 6%; with 100% employer match about $59,906 at 4% or $39,937 at 6%.
2019135$1,053,371$177,478$5,071iApproximate average salary by contribution assumption: employee only about $126,770 at 4% or $84,513 at 6%; with 50% employer match about $84,513 at 4% or $56,342 at 6%; with 100% employer match about $63,385 at 4% or $42,257 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-35$1,053,371$177,478$5,071iApproximate average salary by contribution assumption: employee only about $126,770 at 4% or $84,513 at 6%; with 50% employer match about $84,513 at 4% or $56,342 at 6%; with 100% employer match about $63,385 at 4% or $42,257 at 6%.
2018133$762,518$174,834$5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-33$762,518$174,834$5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%.
2017136$702,410$195,535$5,432iApproximate average salary by contribution assumption: employee only about $135,788 at 4% or $90,525 at 6%; with 50% employer match about $90,525 at 4% or $60,350 at 6%; with 100% employer match about $67,894 at 4% or $45,263 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-36$702,410$195,535$5,432iApproximate average salary by contribution assumption: employee only about $135,788 at 4% or $90,525 at 6%; with 50% employer match about $90,525 at 4% or $60,350 at 6%; with 100% employer match about $67,894 at 4% or $45,263 at 6%.
2016137$512,628$160,973$4,351iApproximate average salary by contribution assumption: employee only about $108,766 at 4% or $72,510 at 6%; with 50% employer match about $72,510 at 4% or $48,340 at 6%; with 100% employer match about $54,383 at 4% or $36,255 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-37$512,628$160,973$4,351iApproximate average salary by contribution assumption: employee only about $108,766 at 4% or $72,510 at 6%; with 50% employer match about $72,510 at 4% or $48,340 at 6%; with 100% employer match about $54,383 at 4% or $36,255 at 6%.
2015134$333,997$163,081$4,797iApproximate average salary by contribution assumption: employee only about $119,913 at 4% or $79,942 at 6%; with 50% employer match about $79,942 at 4% or $53,294 at 6%; with 100% employer match about $59,956 at 4% or $39,971 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-34$333,997$163,081$4,797iApproximate average salary by contribution assumption: employee only about $119,913 at 4% or $79,942 at 6%; with 50% employer match about $79,942 at 4% or $53,294 at 6%; with 100% employer match about $59,956 at 4% or $39,971 at 6%.
2014128$184,547$109,461$3,909iApproximate average salary by contribution assumption: employee only about $97,733 at 4% or $65,155 at 6%; with 50% employer match about $65,155 at 4% or $43,437 at 6%; with 100% employer match about $48,867 at 4% or $32,578 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-28$184,547$109,461$3,909iApproximate average salary by contribution assumption: employee only about $97,733 at 4% or $65,155 at 6%; with 50% employer match about $65,155 at 4% or $43,437 at 6%; with 100% employer match about $48,867 at 4% or $32,578 at 6%.
2013123$77,252$30,602$1,331iApproximate average salary by contribution assumption: employee only about $33,263 at 4% or $22,175 at 6%; with 50% employer match about $22,175 at 4% or $14,784 at 6%; with 100% employer match about $16,632 at 4% or $11,088 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-23$77,252$30,602$1,331iApproximate average salary by contribution assumption: employee only about $33,263 at 4% or $22,175 at 6%; with 50% employer match about $22,175 at 4% or $14,784 at 6%; with 100% employer match about $16,632 at 4% or $11,088 at 6%.
2012120$39,763$22,920$1,146iApproximate average salary by contribution assumption: employee only about $28,650 at 4% or $19,100 at 6%; with 50% employer match about $19,100 at 4% or $12,733 at 6%; with 100% employer match about $14,325 at 4% or $9,550 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-20$39,763$22,920$1,146iApproximate average salary by contribution assumption: employee only about $28,650 at 4% or $19,100 at 6%; with 50% employer match about $19,100 at 4% or $12,733 at 6%; with 100% employer match about $14,325 at 4% or $9,550 at 6%.
2011114$13,948$14,491$1,035iApproximate average salary by contribution assumption: employee only about $25,877 at 4% or $17,251 at 6%; with 50% employer match about $17,251 at 4% or $11,501 at 6%; with 100% employer match about $12,938 at 4% or $8,626 at 6%.
Self-Direct Inc. 401(K) Profit Sharing Plan-14$13,948$14,491$1,035iApproximate average salary by contribution assumption: employee only about $25,877 at 4% or $17,251 at 6%; with 50% employer match about $17,251 at 4% or $11,501 at 6%; with 100% employer match about $12,938 at 4% or $8,626 at 6%.