HANDY & HANDY, PC
Plan context: HANDY & HANDY, PC 401(K) PLAN
EIN 46-0889897 • Salt Lake City, UT • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$2,365,658
2025 Contributions
$215,548
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 | 8 | $2,365,658 | $215,548 | $26,944iApproximate average salary by contribution assumption: employee only about $673,588 at 4% or $449,058 at 6%; with 50% employer match about $449,058 at 4% or $299,372 at 6%; with 100% employer match about $336,794 at 4% or $224,529 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 8 | $2,365,658 | $215,548 | $26,944iApproximate average salary by contribution assumption: employee only about $673,588 at 4% or $449,058 at 6%; with 50% employer match about $449,058 at 4% or $299,372 at 6%; with 100% employer match about $336,794 at 4% or $224,529 at 6%. |
| 2024 | 1 | 7 | $1,946,374 | $195,606 | $27,944iApproximate average salary by contribution assumption: employee only about $698,593 at 4% or $465,729 at 6%; with 50% employer match about $465,729 at 4% or $310,486 at 6%; with 100% employer match about $349,296 at 4% or $232,864 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 7 | $1,946,374 | $195,606 | $27,944iApproximate average salary by contribution assumption: employee only about $698,593 at 4% or $465,729 at 6%; with 50% employer match about $465,729 at 4% or $310,486 at 6%; with 100% employer match about $349,296 at 4% or $232,864 at 6%. |
| 2023 | 1 | 8 | $1,521,216 | $156,240 | $19,530iApproximate average salary by contribution assumption: employee only about $488,250 at 4% or $325,500 at 6%; with 50% employer match about $325,500 at 4% or $217,000 at 6%; with 100% employer match about $244,125 at 4% or $162,750 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 8 | $1,521,216 | $156,240 | $19,530iApproximate average salary by contribution assumption: employee only about $488,250 at 4% or $325,500 at 6%; with 50% employer match about $325,500 at 4% or $217,000 at 6%; with 100% employer match about $244,125 at 4% or $162,750 at 6%. |
| 2022 | 1 | 10 | $1,190,266 | $180,559 | $18,056iApproximate average salary by contribution assumption: employee only about $451,398 at 4% or $300,932 at 6%; with 50% employer match about $300,932 at 4% or $200,621 at 6%; with 100% employer match about $225,699 at 4% or $150,466 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 10 | $1,190,266 | $180,559 | $18,056iApproximate average salary by contribution assumption: employee only about $451,398 at 4% or $300,932 at 6%; with 50% employer match about $300,932 at 4% or $200,621 at 6%; with 100% employer match about $225,699 at 4% or $150,466 at 6%. |
| 2021 | 1 | 7 | $1,175,798 | $158,132 | $22,590iApproximate average salary by contribution assumption: employee only about $564,757 at 4% or $376,505 at 6%; with 50% employer match about $376,505 at 4% or $251,003 at 6%; with 100% employer match about $282,379 at 4% or $188,252 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 7 | $1,175,798 | $158,132 | $22,590iApproximate average salary by contribution assumption: employee only about $564,757 at 4% or $376,505 at 6%; with 50% employer match about $376,505 at 4% or $251,003 at 6%; with 100% employer match about $282,379 at 4% or $188,252 at 6%. |
| 2020 | 1 | 8 | $884,437 | $154,056 | $19,257iApproximate average salary by contribution assumption: employee only about $481,425 at 4% or $320,950 at 6%; with 50% employer match about $320,950 at 4% or $213,967 at 6%; with 100% employer match about $240,713 at 4% or $160,475 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 8 | $884,437 | $154,056 | $19,257iApproximate average salary by contribution assumption: employee only about $481,425 at 4% or $320,950 at 6%; with 50% employer match about $320,950 at 4% or $213,967 at 6%; with 100% employer match about $240,713 at 4% or $160,475 at 6%. |
| 2019 | 1 | 7 | $646,991 | $195,267 | $27,895iApproximate average salary by contribution assumption: employee only about $697,382 at 4% or $464,921 at 6%; with 50% employer match about $464,921 at 4% or $309,948 at 6%; with 100% employer match about $348,691 at 4% or $232,461 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 7 | $646,991 | $195,267 | $27,895iApproximate average salary by contribution assumption: employee only about $697,382 at 4% or $464,921 at 6%; with 50% employer match about $464,921 at 4% or $309,948 at 6%; with 100% employer match about $348,691 at 4% or $232,461 at 6%. |
| 2018 | 1 | 7 | $370,430 | $216,690 | $30,956iApproximate average salary by contribution assumption: employee only about $773,893 at 4% or $515,929 at 6%; with 50% employer match about $515,929 at 4% or $343,952 at 6%; with 100% employer match about $386,946 at 4% or $257,964 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 7 | $370,430 | $216,690 | $30,956iApproximate average salary by contribution assumption: employee only about $773,893 at 4% or $515,929 at 6%; with 50% employer match about $515,929 at 4% or $343,952 at 6%; with 100% employer match about $386,946 at 4% or $257,964 at 6%. |
| 2017 | 1 | 7 | $167,780 | $162,686 | $23,241iApproximate average salary by contribution assumption: employee only about $581,021 at 4% or $387,348 at 6%; with 50% employer match about $387,348 at 4% or $258,232 at 6%; with 100% employer match about $290,511 at 4% or $193,674 at 6%. |
| HANDY & HANDY, PC 401(K) PLAN | - | 7 | $167,780 | $162,686 | $23,241iApproximate average salary by contribution assumption: employee only about $581,021 at 4% or $387,348 at 6%; with 50% employer match about $387,348 at 4% or $258,232 at 6%; with 100% employer match about $290,511 at 4% or $193,674 at 6%. |