Mona Shah & Associates PLLC
Plan context: Mona Shah & Associates 401K
EIN 46-5580855 • New York, NY • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$686,985
2024 Contributions
$22,600
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 | $686,985 | $22,600 | $2,055iApproximate average salary by contribution assumption: employee only about $51,364 at 4% or $34,242 at 6%; with 50% employer match about $34,242 at 4% or $22,828 at 6%; with 100% employer match about $25,682 at 4% or $17,121 at 6%. |
| Mona Shah & Associates 401K | - | 11 | $345,282 | $22,600 | $2,055iApproximate average salary by contribution assumption: employee only about $51,364 at 4% or $34,242 at 6%; with 50% employer match about $34,242 at 4% or $22,828 at 6%; with 100% employer match about $25,682 at 4% or $17,121 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 8 | $341,703 | $0 | - |
| 2023 | 2 | 11 | $668,796 | $22,278 | $2,025iApproximate average salary by contribution assumption: employee only about $50,632 at 4% or $33,755 at 6%; with 50% employer match about $33,755 at 4% or $22,503 at 6%; with 100% employer match about $25,316 at 4% or $16,877 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 11 | $377,142 | $0 | - |
| Mona Shah & Associates 401K | - | 11 | $291,654 | $22,278 | $2,025iApproximate average salary by contribution assumption: employee only about $50,632 at 4% or $33,755 at 6%; with 50% employer match about $33,755 at 4% or $22,503 at 6%; with 100% employer match about $25,316 at 4% or $16,877 at 6%. |
| 2022 | 2 | 10 | $662,888 | $123,100 | $12,310iApproximate average salary by contribution assumption: employee only about $307,750 at 4% or $205,167 at 6%; with 50% employer match about $205,167 at 4% or $136,778 at 6%; with 100% employer match about $153,875 at 4% or $102,583 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 8 | $444,103 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Mona Shah & Associates 401K | - | 10 | $218,785 | $23,100 | $2,310iApproximate average salary by contribution assumption: employee only about $57,750 at 4% or $38,500 at 6%; with 50% employer match about $38,500 at 4% or $25,667 at 6%; with 100% employer match about $28,875 at 4% or $19,250 at 6%. |
| 2021 | 2 | 10 | $547,030 | $23,700 | $2,370iApproximate average salary by contribution assumption: employee only about $59,250 at 4% or $39,500 at 6%; with 50% employer match about $39,500 at 4% or $26,333 at 6%; with 100% employer match about $29,625 at 4% or $19,750 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 8 | $291,267 | $0 | - |
| Mona Shah & Associates 401K | - | 10 | $255,763 | $23,700 | $2,370iApproximate average salary by contribution assumption: employee only about $59,250 at 4% or $39,500 at 6%; with 50% employer match about $39,500 at 4% or $26,333 at 6%; with 100% employer match about $29,625 at 4% or $19,750 at 6%. |
| 2020 | 2 | 10 | $454,277 | $27,700 | $2,770iApproximate average salary by contribution assumption: employee only about $69,250 at 4% or $46,167 at 6%; with 50% employer match about $46,167 at 4% or $30,778 at 6%; with 100% employer match about $34,625 at 4% or $23,083 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 8 | $251,382 | $0 | - |
| Mona Shah & Associates 401K | - | 10 | $202,895 | $27,700 | $2,770iApproximate average salary by contribution assumption: employee only about $69,250 at 4% or $46,167 at 6%; with 50% employer match about $46,167 at 4% or $30,778 at 6%; with 100% employer match about $34,625 at 4% or $23,083 at 6%. |
| 2019 | 2 | 9 | $420,078 | $38,277 | $4,253iApproximate average salary by contribution assumption: employee only about $106,325 at 4% or $70,883 at 6%; with 50% employer match about $70,883 at 4% or $47,256 at 6%; with 100% employer match about $53,163 at 4% or $35,442 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 9 | $234,011 | - | - |
| Mona Shah & Associates 401K | - | 9 | $186,067 | $38,277 | $4,253iApproximate average salary by contribution assumption: employee only about $106,325 at 4% or $70,883 at 6%; with 50% employer match about $70,883 at 4% or $47,256 at 6%; with 100% employer match about $53,163 at 4% or $35,442 at 6%. |
| 2018 | 2 | 8 | $369,045 | $4,984 | $623iApproximate average salary by contribution assumption: employee only about $15,575 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,788 at 4% or $5,192 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 8 | $245,343 | $0 | - |
| Mona Shah & Associates 401K | - | 8 | $123,702 | $4,984 | $623iApproximate average salary by contribution assumption: employee only about $15,575 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,788 at 4% or $5,192 at 6%. |
| 2017 | 3 | 8 | $455,700 | $153,521 | $19,190iApproximate average salary by contribution assumption: employee only about $479,753 at 4% or $319,835 at 6%; with 50% employer match about $319,835 at 4% or $213,224 at 6%; with 100% employer match about $239,877 at 4% or $159,918 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 7 | $299,043 | $106,575 | $15,225iApproximate average salary by contribution assumption: employee only about $380,625 at 4% or $253,750 at 6%; with 50% employer match about $253,750 at 4% or $169,167 at 6%; with 100% employer match about $190,313 at 4% or $126,875 at 6%. |
| Mona Shah & Associates 401K | - | 8 | $156,657 | $46,946 | $5,868iApproximate average salary by contribution assumption: employee only about $146,706 at 4% or $97,804 at 6%; with 50% employer match about $97,804 at 4% or $65,203 at 6%; with 100% employer match about $73,353 at 4% or $48,902 at 6%. |
| MONA SHAH & ASSOCIATES 401K | - | 0 | $0 | $0 | - |
| 2016 | 3 | 7 | $297,032 | $96,500 | $13,786iApproximate average salary by contribution assumption: employee only about $344,643 at 4% or $229,762 at 6%; with 50% employer match about $229,762 at 4% or $153,175 at 6%; with 100% employer match about $172,321 at 4% or $114,881 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 7 | $192,468 | $48,167 | $6,881iApproximate average salary by contribution assumption: employee only about $172,025 at 4% or $114,683 at 6%; with 50% employer match about $114,683 at 4% or $76,456 at 6%; with 100% employer match about $86,013 at 4% or $57,342 at 6%. |
| Mona Shah & Associates 401K | - | 7 | $88,815 | $36,833 | $5,262iApproximate average salary by contribution assumption: employee only about $131,546 at 4% or $87,698 at 6%; with 50% employer match about $87,698 at 4% or $58,465 at 6%; with 100% employer match about $65,773 at 4% or $43,849 at 6%. |
| MONA SHAH & ASSOCIATES 401K | - | 4 | $15,749 | $11,500 | $2,875iApproximate average salary by contribution assumption: employee only about $71,875 at 4% or $47,917 at 6%; with 50% employer match about $47,917 at 4% or $31,944 at 6%; with 100% employer match about $35,938 at 4% or $23,958 at 6%. |
| 2015 | 4 | 6 | $200,158 | $82,000 | $13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 6 | $142,525 | $47,992 | $7,999iApproximate average salary by contribution assumption: employee only about $199,967 at 4% or $133,311 at 6%; with 50% employer match about $133,311 at 4% or $88,874 at 6%; with 100% employer match about $99,983 at 4% or $66,656 at 6%. |
| Mona Shah & Associates 401K | - | 6 | $50,675 | $27,008 | $4,501iApproximate average salary by contribution assumption: employee only about $112,533 at 4% or $75,022 at 6%; with 50% employer match about $75,022 at 4% or $50,015 at 6%; with 100% employer match about $56,267 at 4% or $37,511 at 6%. |
| Mona Shah & Associates 401K | - | 4 | $3,479 | $3,500 | $875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%. |
| MONA SHAH & ASSOCIATES 401K | - | 4 | $3,479 | $3,500 | $875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%. |
| 2014 | 2 | 6 | $118,975 | $118,975 | $19,829iApproximate average salary by contribution assumption: employee only about $495,729 at 4% or $330,486 at 6%; with 50% employer match about $330,486 at 4% or $220,324 at 6%; with 100% employer match about $247,865 at 4% or $165,243 at 6%. |
| Mona Shah & Associates PLLC Defined Benefit Plan | - | 6 | $95,000 | $95,000 | $15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%. |
| Mona Shah & Associates 401K | - | 6 | $23,975 | $23,975 | $3,996iApproximate average salary by contribution assumption: employee only about $99,896 at 4% or $66,597 at 6%; with 50% employer match about $66,597 at 4% or $44,398 at 6%; with 100% employer match about $49,948 at 4% or $33,299 at 6%. |