Alderson & Heavener, P.A.
Plan context: Alderson & Heavener, P.A. 401(K) Plan
EIN 52-1490368 • Cumberland, MD • 30 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,002,177
2024 Contributions
$133,089
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 | 5 | $1,002,177 | $133,089 | $26,618iApproximate average salary by contribution assumption: employee only about $665,445 at 4% or $443,630 at 6%; with 50% employer match about $443,630 at 4% or $295,753 at 6%; with 100% employer match about $332,723 at 4% or $221,815 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 5 | $1,002,177 | $133,089 | $26,618iApproximate average salary by contribution assumption: employee only about $665,445 at 4% or $443,630 at 6%; with 50% employer match about $443,630 at 4% or $295,753 at 6%; with 100% employer match about $332,723 at 4% or $221,815 at 6%. |
| 2023 | 1 | 6 | $834,561 | $93,035 | $15,506iApproximate average salary by contribution assumption: employee only about $387,646 at 4% or $258,431 at 6%; with 50% employer match about $258,431 at 4% or $172,287 at 6%; with 100% employer match about $193,823 at 4% or $129,215 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 6 | $834,561 | $93,035 | $15,506iApproximate average salary by contribution assumption: employee only about $387,646 at 4% or $258,431 at 6%; with 50% employer match about $258,431 at 4% or $172,287 at 6%; with 100% employer match about $193,823 at 4% or $129,215 at 6%. |
| 2022 | 1 | 7 | $722,902 | $85,546 | $12,221iApproximate average salary by contribution assumption: employee only about $305,521 at 4% or $203,681 at 6%; with 50% employer match about $203,681 at 4% or $135,787 at 6%; with 100% employer match about $152,761 at 4% or $101,840 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 7 | $722,902 | $85,546 | $12,221iApproximate average salary by contribution assumption: employee only about $305,521 at 4% or $203,681 at 6%; with 50% employer match about $203,681 at 4% or $135,787 at 6%; with 100% employer match about $152,761 at 4% or $101,840 at 6%. |
| 2021 | 1 | 7 | $749,918 | $91,873 | $13,125iApproximate average salary by contribution assumption: employee only about $328,118 at 4% or $218,745 at 6%; with 50% employer match about $218,745 at 4% or $145,830 at 6%; with 100% employer match about $164,059 at 4% or $109,373 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 7 | $749,918 | $91,873 | $13,125iApproximate average salary by contribution assumption: employee only about $328,118 at 4% or $218,745 at 6%; with 50% employer match about $218,745 at 4% or $145,830 at 6%; with 100% employer match about $164,059 at 4% or $109,373 at 6%. |
| 2020 | 1 | 8 | $691,958 | $98,750 | $12,344iApproximate average salary by contribution assumption: employee only about $308,594 at 4% or $205,729 at 6%; with 50% employer match about $205,729 at 4% or $137,153 at 6%; with 100% employer match about $154,297 at 4% or $102,865 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $691,958 | $98,750 | $12,344iApproximate average salary by contribution assumption: employee only about $308,594 at 4% or $205,729 at 6%; with 50% employer match about $205,729 at 4% or $137,153 at 6%; with 100% employer match about $154,297 at 4% or $102,865 at 6%. |
| 2019 | 1 | 8 | $509,516 | $82,602 | $10,325iApproximate average salary by contribution assumption: employee only about $258,131 at 4% or $172,088 at 6%; with 50% employer match about $172,088 at 4% or $114,725 at 6%; with 100% employer match about $129,066 at 4% or $86,044 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $509,516 | $82,602 | $10,325iApproximate average salary by contribution assumption: employee only about $258,131 at 4% or $172,088 at 6%; with 50% employer match about $172,088 at 4% or $114,725 at 6%; with 100% employer match about $129,066 at 4% or $86,044 at 6%. |
| 2018 | 1 | 8 | $1,344,424 | $92,483 | $11,560iApproximate average salary by contribution assumption: employee only about $289,009 at 4% or $192,673 at 6%; with 50% employer match about $192,673 at 4% or $128,449 at 6%; with 100% employer match about $144,505 at 4% or $96,336 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $1,344,424 | $92,483 | $11,560iApproximate average salary by contribution assumption: employee only about $289,009 at 4% or $192,673 at 6%; with 50% employer match about $192,673 at 4% or $128,449 at 6%; with 100% employer match about $144,505 at 4% or $96,336 at 6%. |
| 2017 | 1 | 10 | $1,496,079 | $132,735 | $13,274iApproximate average salary by contribution assumption: employee only about $331,838 at 4% or $221,225 at 6%; with 50% employer match about $221,225 at 4% or $147,483 at 6%; with 100% employer match about $165,919 at 4% or $110,613 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $1,496,079 | $132,735 | $13,274iApproximate average salary by contribution assumption: employee only about $331,838 at 4% or $221,225 at 6%; with 50% employer match about $221,225 at 4% or $147,483 at 6%; with 100% employer match about $165,919 at 4% or $110,613 at 6%. |
| 2016 | 1 | 9 | $1,207,702 | $111,053 | $12,339iApproximate average salary by contribution assumption: employee only about $308,481 at 4% or $205,654 at 6%; with 50% employer match about $205,654 at 4% or $137,102 at 6%; with 100% employer match about $154,240 at 4% or $102,827 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 9 | $1,207,702 | $111,053 | $12,339iApproximate average salary by contribution assumption: employee only about $308,481 at 4% or $205,654 at 6%; with 50% employer match about $205,654 at 4% or $137,102 at 6%; with 100% employer match about $154,240 at 4% or $102,827 at 6%. |
| 2015 | 1 | 10 | $1,405,822 | $97,507 | $9,751iApproximate average salary by contribution assumption: employee only about $243,768 at 4% or $162,512 at 6%; with 50% employer match about $162,512 at 4% or $108,341 at 6%; with 100% employer match about $121,884 at 4% or $81,256 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $1,405,822 | $97,507 | $9,751iApproximate average salary by contribution assumption: employee only about $243,768 at 4% or $162,512 at 6%; with 50% employer match about $162,512 at 4% or $108,341 at 6%; with 100% employer match about $121,884 at 4% or $81,256 at 6%. |
| 2014 | 1 | 8 | $1,328,570 | $101,283 | $12,660iApproximate average salary by contribution assumption: employee only about $316,509 at 4% or $211,006 at 6%; with 50% employer match about $211,006 at 4% or $140,671 at 6%; with 100% employer match about $158,255 at 4% or $105,503 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $1,328,570 | $101,283 | $12,660iApproximate average salary by contribution assumption: employee only about $316,509 at 4% or $211,006 at 6%; with 50% employer match about $211,006 at 4% or $140,671 at 6%; with 100% employer match about $158,255 at 4% or $105,503 at 6%. |
| 2013 | 1 | 8 | $1,274,931 | $90,521 | $11,315iApproximate average salary by contribution assumption: employee only about $282,878 at 4% or $188,585 at 6%; with 50% employer match about $188,585 at 4% or $125,724 at 6%; with 100% employer match about $141,439 at 4% or $94,293 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $1,274,931 | $90,521 | $11,315iApproximate average salary by contribution assumption: employee only about $282,878 at 4% or $188,585 at 6%; with 50% employer match about $188,585 at 4% or $125,724 at 6%; with 100% employer match about $141,439 at 4% or $94,293 at 6%. |
| 2012 | 1 | 10 | $1,052,158 | $90,794 | $9,079iApproximate average salary by contribution assumption: employee only about $226,985 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $1,052,158 | $90,794 | $9,079iApproximate average salary by contribution assumption: employee only about $226,985 at 4% or $151,323 at 6%; with 50% employer match about $151,323 at 4% or $100,882 at 6%; with 100% employer match about $113,493 at 4% or $75,662 at 6%. |
| 2011 | 1 | 10 | $1,230,267 | $184,854 | $18,485iApproximate average salary by contribution assumption: employee only about $462,135 at 4% or $308,090 at 6%; with 50% employer match about $308,090 at 4% or $205,393 at 6%; with 100% employer match about $231,068 at 4% or $154,045 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $1,230,267 | $184,854 | $18,485iApproximate average salary by contribution assumption: employee only about $462,135 at 4% or $308,090 at 6%; with 50% employer match about $308,090 at 4% or $205,393 at 6%; with 100% employer match about $231,068 at 4% or $154,045 at 6%. |
| 2010 | 1 | 10 | $1,054,909 | $5,818 | $582iApproximate average salary by contribution assumption: employee only about $14,545 at 4% or $9,697 at 6%; with 50% employer match about $9,697 at 4% or $6,464 at 6%; with 100% employer match about $7,272 at 4% or $4,848 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $1,054,909 | $5,818 | $582iApproximate average salary by contribution assumption: employee only about $14,545 at 4% or $9,697 at 6%; with 50% employer match about $9,697 at 4% or $6,464 at 6%; with 100% employer match about $7,272 at 4% or $4,848 at 6%. |
| 2009 | 1 | 10 | $880,417 | $110,980 | $11,098iApproximate average salary by contribution assumption: employee only about $277,450 at 4% or $184,967 at 6%; with 50% employer match about $184,967 at 4% or $123,311 at 6%; with 100% employer match about $138,725 at 4% or $92,483 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $880,417 | $110,980 | $11,098iApproximate average salary by contribution assumption: employee only about $277,450 at 4% or $184,967 at 6%; with 50% employer match about $184,967 at 4% or $123,311 at 6%; with 100% employer match about $138,725 at 4% or $92,483 at 6%. |
| 2008 | 1 | 10 | $0 | $0 | - |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | - | - | - |
| 2007 | 1 | 10 | $0 | $0 | - |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 10 | $693,576 | $99,214 | $9,921iApproximate average salary by contribution assumption: employee only about $248,035 at 4% or $165,357 at 6%; with 50% employer match about $165,357 at 4% or $110,238 at 6%; with 100% employer match about $124,018 at 4% or $82,678 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 10 | $693,576 | $99,214 | $9,921iApproximate average salary by contribution assumption: employee only about $248,035 at 4% or $165,357 at 6%; with 50% employer match about $165,357 at 4% or $110,238 at 6%; with 100% employer match about $124,018 at 4% or $82,678 at 6%. |
| 2005 | 1 | 9 | $525,022 | $87,321 | $9,702iApproximate average salary by contribution assumption: employee only about $242,558 at 4% or $161,706 at 6%; with 50% employer match about $161,706 at 4% or $107,804 at 6%; with 100% employer match about $121,279 at 4% or $80,853 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 9 | $525,022 | $87,321 | $9,702iApproximate average salary by contribution assumption: employee only about $242,558 at 4% or $161,706 at 6%; with 50% employer match about $161,706 at 4% or $107,804 at 6%; with 100% employer match about $121,279 at 4% or $80,853 at 6%. |
| 2004 | 1 | 9 | $409,199 | $83,341 | $9,260iApproximate average salary by contribution assumption: employee only about $231,503 at 4% or $154,335 at 6%; with 50% employer match about $154,335 at 4% or $102,890 at 6%; with 100% employer match about $115,751 at 4% or $77,168 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 9 | $409,199 | $83,341 | $9,260iApproximate average salary by contribution assumption: employee only about $231,503 at 4% or $154,335 at 6%; with 50% employer match about $154,335 at 4% or $102,890 at 6%; with 100% employer match about $115,751 at 4% or $77,168 at 6%. |
| 2003 | 1 | 8 | $293,994 | $79,484 | $9,936iApproximate average salary by contribution assumption: employee only about $248,388 at 4% or $165,592 at 6%; with 50% employer match about $165,592 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 8 | $293,994 | $79,484 | $9,936iApproximate average salary by contribution assumption: employee only about $248,388 at 4% or $165,592 at 6%; with 50% employer match about $165,592 at 4% or $110,394 at 6%; with 100% employer match about $124,194 at 4% or $82,796 at 6%. |
| 2002 | 1 | 7 | $174,554 | $61,283 | $8,755iApproximate average salary by contribution assumption: employee only about $218,868 at 4% or $145,912 at 6%; with 50% employer match about $145,912 at 4% or $97,275 at 6%; with 100% employer match about $109,434 at 4% or $72,956 at 6%. |
| Alderson & Heavener, P.A. 401(K) Plan | - | 7 | $174,554 | $61,283 | $8,755iApproximate average salary by contribution assumption: employee only about $218,868 at 4% or $145,912 at 6%; with 50% employer match about $145,912 at 4% or $97,275 at 6%; with 100% employer match about $109,434 at 4% or $72,956 at 6%. |
| 2001 | 3 | 7 | $0 | $0 | - |
| H. Gregory Skidmore, P.A. Target Benefit Plan | - | 0 | - | - | - |
| Alderson & Heavener, P.A. 401(K) Plan | - | 7 | - | - | - |
| H. Gregory Skidmore, P.A. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 8 | $702,066 | $23,285 | $2,911iApproximate average salary by contribution assumption: employee only about $72,766 at 4% or $48,510 at 6%; with 50% employer match about $48,510 at 4% or $32,340 at 6%; with 100% employer match about $36,383 at 4% or $24,255 at 6%. |
| H. Gregory Skidmore, P.A. Profit Sharing Plan | - | 8 | $449,552 | - | - |
| H. Gregory Skidmore, P.A. Target Benefit Plan | - | 5 | $252,514 | $23,285 | $4,657iApproximate average salary by contribution assumption: employee only about $116,425 at 4% or $77,617 at 6%; with 50% employer match about $77,617 at 4% or $51,744 at 6%; with 100% employer match about $58,213 at 4% or $38,808 at 6%. |
| 1999 | 2 | 5 | $775,873 | $22,234 | $4,447iApproximate average salary by contribution assumption: employee only about $111,170 at 4% or $74,113 at 6%; with 50% employer match about $74,113 at 4% or $49,409 at 6%; with 100% employer match about $55,585 at 4% or $37,057 at 6%. |
| H. Gregory Skidmore, P.A. Profit Sharing Plan | - | 5 | $533,138 | - | - |
| H. Gregory Skidmore, P.A. Target Benefit Plan | - | 5 | $242,735 | $22,234 | $4,447iApproximate average salary by contribution assumption: employee only about $111,170 at 4% or $74,113 at 6%; with 50% employer match about $74,113 at 4% or $49,409 at 6%; with 100% employer match about $55,585 at 4% or $37,057 at 6%. |