Mark Sass and Associates Inc.
Plan context: Mark Sass and Associates Inc. Retirement Plan
EIN 47-0775489 • Lincoln, NE • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,384,332
2024 Contributions
$70,924
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 | 1 | 11 | $1,384,332 | $70,924 | $6,448iApproximate average salary by contribution assumption: employee only about $161,191 at 4% or $107,461 at 6%; with 50% employer match about $107,461 at 4% or $71,640 at 6%; with 100% employer match about $80,595 at 4% or $53,730 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $1,384,332 | $70,924 | $6,448iApproximate average salary by contribution assumption: employee only about $161,191 at 4% or $107,461 at 6%; with 50% employer match about $107,461 at 4% or $71,640 at 6%; with 100% employer match about $80,595 at 4% or $53,730 at 6%. |
| 2023 | 1 | 11 | $1,215,275 | $50,170 | $4,561iApproximate average salary by contribution assumption: employee only about $114,023 at 4% or $76,015 at 6%; with 50% employer match about $76,015 at 4% or $50,677 at 6%; with 100% employer match about $57,011 at 4% or $38,008 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $1,215,275 | $50,170 | $4,561iApproximate average salary by contribution assumption: employee only about $114,023 at 4% or $76,015 at 6%; with 50% employer match about $76,015 at 4% or $50,677 at 6%; with 100% employer match about $57,011 at 4% or $38,008 at 6%. |
| 2022 | 1 | 11 | $1,070,178 | $65,089 | $5,917iApproximate average salary by contribution assumption: employee only about $147,930 at 4% or $98,620 at 6%; with 50% employer match about $98,620 at 4% or $65,746 at 6%; with 100% employer match about $73,965 at 4% or $49,310 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $1,070,178 | $65,089 | $5,917iApproximate average salary by contribution assumption: employee only about $147,930 at 4% or $98,620 at 6%; with 50% employer match about $98,620 at 4% or $65,746 at 6%; with 100% employer match about $73,965 at 4% or $49,310 at 6%. |
| 2021 | 1 | 11 | $1,182,804 | $50,787 | $4,617iApproximate average salary by contribution assumption: employee only about $115,425 at 4% or $76,950 at 6%; with 50% employer match about $76,950 at 4% or $51,300 at 6%; with 100% employer match about $57,713 at 4% or $38,475 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $1,182,804 | $50,787 | $4,617iApproximate average salary by contribution assumption: employee only about $115,425 at 4% or $76,950 at 6%; with 50% employer match about $76,950 at 4% or $51,300 at 6%; with 100% employer match about $57,713 at 4% or $38,475 at 6%. |
| 2020 | 1 | 9 | $1,077,594 | $45,582 | $5,065iApproximate average salary by contribution assumption: employee only about $126,617 at 4% or $84,411 at 6%; with 50% employer match about $84,411 at 4% or $56,274 at 6%; with 100% employer match about $63,308 at 4% or $42,206 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 9 | $1,077,594 | $45,582 | $5,065iApproximate average salary by contribution assumption: employee only about $126,617 at 4% or $84,411 at 6%; with 50% employer match about $84,411 at 4% or $56,274 at 6%; with 100% employer match about $63,308 at 4% or $42,206 at 6%. |
| 2019 | 1 | 9 | $922,264 | $48,473 | $5,386iApproximate average salary by contribution assumption: employee only about $134,647 at 4% or $89,765 at 6%; with 50% employer match about $89,765 at 4% or $59,843 at 6%; with 100% employer match about $67,324 at 4% or $44,882 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 9 | $922,264 | $48,473 | $5,386iApproximate average salary by contribution assumption: employee only about $134,647 at 4% or $89,765 at 6%; with 50% employer match about $89,765 at 4% or $59,843 at 6%; with 100% employer match about $67,324 at 4% or $44,882 at 6%. |
| 2018 | 1 | 9 | $732,699 | $60,015 | $6,668iApproximate average salary by contribution assumption: employee only about $166,708 at 4% or $111,139 at 6%; with 50% employer match about $111,139 at 4% or $74,093 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 9 | $732,699 | $60,015 | $6,668iApproximate average salary by contribution assumption: employee only about $166,708 at 4% or $111,139 at 6%; with 50% employer match about $111,139 at 4% or $74,093 at 6%; with 100% employer match about $83,354 at 4% or $55,569 at 6%. |
| 2017 | 1 | 9 | $708,657 | $72,884 | $8,098iApproximate average salary by contribution assumption: employee only about $202,456 at 4% or $134,970 at 6%; with 50% employer match about $134,970 at 4% or $89,980 at 6%; with 100% employer match about $101,228 at 4% or $67,485 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 9 | $708,657 | $72,884 | $8,098iApproximate average salary by contribution assumption: employee only about $202,456 at 4% or $134,970 at 6%; with 50% employer match about $134,970 at 4% or $89,980 at 6%; with 100% employer match about $101,228 at 4% or $67,485 at 6%. |
| 2016 | 1 | 8 | $561,802 | $34,506 | $4,313iApproximate average salary by contribution assumption: employee only about $107,831 at 4% or $71,888 at 6%; with 50% employer match about $71,888 at 4% or $47,925 at 6%; with 100% employer match about $53,916 at 4% or $35,944 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 8 | $561,802 | $34,506 | $4,313iApproximate average salary by contribution assumption: employee only about $107,831 at 4% or $71,888 at 6%; with 50% employer match about $71,888 at 4% or $47,925 at 6%; with 100% employer match about $53,916 at 4% or $35,944 at 6%. |
| 2015 | 1 | 10 | $603,655 | $51,772 | $5,177iApproximate average salary by contribution assumption: employee only about $129,430 at 4% or $86,287 at 6%; with 50% employer match about $86,287 at 4% or $57,524 at 6%; with 100% employer match about $64,715 at 4% or $43,143 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 10 | $603,655 | $51,772 | $5,177iApproximate average salary by contribution assumption: employee only about $129,430 at 4% or $86,287 at 6%; with 50% employer match about $86,287 at 4% or $57,524 at 6%; with 100% employer match about $64,715 at 4% or $43,143 at 6%. |
| 2014 | 1 | 11 | $605,302 | $52,309 | $4,755iApproximate average salary by contribution assumption: employee only about $118,884 at 4% or $79,256 at 6%; with 50% employer match about $79,256 at 4% or $52,837 at 6%; with 100% employer match about $59,442 at 4% or $39,628 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $605,302 | $52,309 | $4,755iApproximate average salary by contribution assumption: employee only about $118,884 at 4% or $79,256 at 6%; with 50% employer match about $79,256 at 4% or $52,837 at 6%; with 100% employer match about $59,442 at 4% or $39,628 at 6%. |
| 2013 | 1 | 12 | $555,797 | $53,572 | $4,464iApproximate average salary by contribution assumption: employee only about $111,608 at 4% or $74,406 at 6%; with 50% employer match about $74,406 at 4% or $49,604 at 6%; with 100% employer match about $55,804 at 4% or $37,203 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $555,797 | $53,572 | $4,464iApproximate average salary by contribution assumption: employee only about $111,608 at 4% or $74,406 at 6%; with 50% employer match about $74,406 at 4% or $49,604 at 6%; with 100% employer match about $55,804 at 4% or $37,203 at 6%. |
| 2012 | 1 | 12 | $446,751 | $87,915 | $7,326iApproximate average salary by contribution assumption: employee only about $183,156 at 4% or $122,104 at 6%; with 50% employer match about $122,104 at 4% or $81,403 at 6%; with 100% employer match about $91,578 at 4% or $61,052 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $446,751 | $87,915 | $7,326iApproximate average salary by contribution assumption: employee only about $183,156 at 4% or $122,104 at 6%; with 50% employer match about $122,104 at 4% or $81,403 at 6%; with 100% employer match about $91,578 at 4% or $61,052 at 6%. |
| 2011 | 1 | 11 | $332,285 | $34,251 | $3,114iApproximate average salary by contribution assumption: employee only about $77,843 at 4% or $51,895 at 6%; with 50% employer match about $51,895 at 4% or $34,597 at 6%; with 100% employer match about $38,922 at 4% or $25,948 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 11 | $332,285 | $34,251 | $3,114iApproximate average salary by contribution assumption: employee only about $77,843 at 4% or $51,895 at 6%; with 50% employer match about $51,895 at 4% or $34,597 at 6%; with 100% employer match about $38,922 at 4% or $25,948 at 6%. |
| 2010 | 1 | 12 | $307,694 | $36,367 | $3,031iApproximate average salary by contribution assumption: employee only about $75,765 at 4% or $50,510 at 6%; with 50% employer match about $50,510 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $307,694 | $36,367 | $3,031iApproximate average salary by contribution assumption: employee only about $75,765 at 4% or $50,510 at 6%; with 50% employer match about $50,510 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%. |
| 2009 | 1 | 12 | $253,917 | $38,241 | $3,187iApproximate average salary by contribution assumption: employee only about $79,669 at 4% or $53,113 at 6%; with 50% employer match about $53,113 at 4% or $35,408 at 6%; with 100% employer match about $39,834 at 4% or $26,556 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $253,917 | $38,241 | $3,187iApproximate average salary by contribution assumption: employee only about $79,669 at 4% or $53,113 at 6%; with 50% employer match about $53,113 at 4% or $35,408 at 6%; with 100% employer match about $39,834 at 4% or $26,556 at 6%. |
| 2008 | 1 | 12 | $162,637 | $36,754 | $3,063iApproximate average salary by contribution assumption: employee only about $76,571 at 4% or $51,047 at 6%; with 50% employer match about $51,047 at 4% or $34,031 at 6%; with 100% employer match about $38,285 at 4% or $25,524 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $162,637 | $36,754 | $3,063iApproximate average salary by contribution assumption: employee only about $76,571 at 4% or $51,047 at 6%; with 50% employer match about $51,047 at 4% or $34,031 at 6%; with 100% employer match about $38,285 at 4% or $25,524 at 6%. |
| 2006 | 1 | 13 | $219,150 | $16,670 | $1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 13 | $219,150 | $16,670 | $1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%. |
| 2005 | 1 | 14 | $170,626 | $18,794 | $1,342iApproximate average salary by contribution assumption: employee only about $33,561 at 4% or $22,374 at 6%; with 50% employer match about $22,374 at 4% or $14,916 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 14 | $170,626 | $18,794 | $1,342iApproximate average salary by contribution assumption: employee only about $33,561 at 4% or $22,374 at 6%; with 50% employer match about $22,374 at 4% or $14,916 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%. |
| 2004 | 1 | 17 | $167,277 | $18,794 | $1,106iApproximate average salary by contribution assumption: employee only about $27,638 at 4% or $18,425 at 6%; with 50% employer match about $18,425 at 4% or $12,284 at 6%; with 100% employer match about $13,819 at 4% or $9,213 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 17 | $167,277 | $18,794 | $1,106iApproximate average salary by contribution assumption: employee only about $27,638 at 4% or $18,425 at 6%; with 50% employer match about $18,425 at 4% or $12,284 at 6%; with 100% employer match about $13,819 at 4% or $9,213 at 6%. |
| 2003 | 1 | 17 | $136,725 | $19,042 | $1,120iApproximate average salary by contribution assumption: employee only about $28,003 at 4% or $18,669 at 6%; with 50% employer match about $18,669 at 4% or $12,446 at 6%; with 100% employer match about $14,001 at 4% or $9,334 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 17 | $136,725 | $19,042 | $1,120iApproximate average salary by contribution assumption: employee only about $28,003 at 4% or $18,669 at 6%; with 50% employer match about $18,669 at 4% or $12,446 at 6%; with 100% employer match about $14,001 at 4% or $9,334 at 6%. |
| 2002 | 1 | 12 | $119,853 | $24,940 | $2,078iApproximate average salary by contribution assumption: employee only about $51,958 at 4% or $34,639 at 6%; with 50% employer match about $34,639 at 4% or $23,093 at 6%; with 100% employer match about $25,979 at 4% or $17,319 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | $119,853 | $24,940 | $2,078iApproximate average salary by contribution assumption: employee only about $51,958 at 4% or $34,639 at 6%; with 50% employer match about $34,639 at 4% or $23,093 at 6%; with 100% employer match about $25,979 at 4% or $17,319 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | - | - | - |
| 2000 | 1 | 13 | $0 | $24,509 | $1,885iApproximate average salary by contribution assumption: employee only about $47,133 at 4% or $31,422 at 6%; with 50% employer match about $31,422 at 4% or $20,948 at 6%; with 100% employer match about $23,566 at 4% or $15,711 at 6%. |
| Mark Sass and Associates Inc. Retirement Plan | - | 13 | - | $24,509 | $1,885iApproximate average salary by contribution assumption: employee only about $47,133 at 4% or $31,422 at 6%; with 50% employer match about $31,422 at 4% or $20,948 at 6%; with 100% employer match about $23,566 at 4% or $15,711 at 6%. |
| 1999 | 1 | 12 | $0 | $0 | - |
| Mark Sass and Associates Inc. Retirement Plan | - | 12 | - | - | - |