Avery Hess Realtors
Plan context: Avery Hess Realtors 401 K Profit Sharing Plan Trust
EIN 52-1714643 • Dunn Loring, VA • 23 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,640,213
2024 Contributions
$43,848
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 | 13 | $2,640,213 | $43,848 | $3,373iApproximate average salary by contribution assumption: employee only about $84,323 at 4% or $56,215 at 6%; with 50% employer match about $56,215 at 4% or $37,477 at 6%; with 100% employer match about $42,162 at 4% or $28,108 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 13 | $2,640,213 | $43,848 | $3,373iApproximate average salary by contribution assumption: employee only about $84,323 at 4% or $56,215 at 6%; with 50% employer match about $56,215 at 4% or $37,477 at 6%; with 100% employer match about $42,162 at 4% or $28,108 at 6%. |
| 2023 | 1 | 23 | $2,503,777 | $107,945 | $4,693iApproximate average salary by contribution assumption: employee only about $117,332 at 4% or $78,221 at 6%; with 50% employer match about $78,221 at 4% or $52,147 at 6%; with 100% employer match about $58,666 at 4% or $39,111 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 23 | $2,503,777 | $107,945 | $4,693iApproximate average salary by contribution assumption: employee only about $117,332 at 4% or $78,221 at 6%; with 50% employer match about $78,221 at 4% or $52,147 at 6%; with 100% employer match about $58,666 at 4% or $39,111 at 6%. |
| 2022 | 1 | 22 | $2,051,913 | $116,047 | $5,275iApproximate average salary by contribution assumption: employee only about $131,872 at 4% or $87,914 at 6%; with 50% employer match about $87,914 at 4% or $58,610 at 6%; with 100% employer match about $65,936 at 4% or $43,957 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 22 | $2,051,913 | $116,047 | $5,275iApproximate average salary by contribution assumption: employee only about $131,872 at 4% or $87,914 at 6%; with 50% employer match about $87,914 at 4% or $58,610 at 6%; with 100% employer match about $65,936 at 4% or $43,957 at 6%. |
| 2021 | 1 | 24 | $2,441,048 | $143,858 | $5,994iApproximate average salary by contribution assumption: employee only about $149,852 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,601 at 6%; with 100% employer match about $74,926 at 4% or $49,951 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 24 | $2,441,048 | $143,858 | $5,994iApproximate average salary by contribution assumption: employee only about $149,852 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,601 at 6%; with 100% employer match about $74,926 at 4% or $49,951 at 6%. |
| 2020 | 1 | 25 | $2,014,688 | $108,020 | $4,321iApproximate average salary by contribution assumption: employee only about $108,020 at 4% or $72,013 at 6%; with 50% employer match about $72,013 at 4% or $48,009 at 6%; with 100% employer match about $54,010 at 4% or $36,007 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 25 | $2,014,688 | $108,020 | $4,321iApproximate average salary by contribution assumption: employee only about $108,020 at 4% or $72,013 at 6%; with 50% employer match about $72,013 at 4% or $48,009 at 6%; with 100% employer match about $54,010 at 4% or $36,007 at 6%. |
| 2019 | 1 | 27 | $1,678,075 | $96,366 | $3,569iApproximate average salary by contribution assumption: employee only about $89,228 at 4% or $59,485 at 6%; with 50% employer match about $59,485 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 27 | $1,678,075 | $96,366 | $3,569iApproximate average salary by contribution assumption: employee only about $89,228 at 4% or $59,485 at 6%; with 50% employer match about $59,485 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%. |
| 2018 | 1 | 27 | $1,297,009 | $104,091 | $3,855iApproximate average salary by contribution assumption: employee only about $96,381 at 4% or $64,254 at 6%; with 50% employer match about $64,254 at 4% or $42,836 at 6%; with 100% employer match about $48,190 at 4% or $32,127 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 27 | $1,297,009 | $104,091 | $3,855iApproximate average salary by contribution assumption: employee only about $96,381 at 4% or $64,254 at 6%; with 50% employer match about $64,254 at 4% or $42,836 at 6%; with 100% employer match about $48,190 at 4% or $32,127 at 6%. |
| 2017 | 1 | 28 | $1,288,293 | $105,668 | $3,774iApproximate average salary by contribution assumption: employee only about $94,346 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 28 | $1,288,293 | $105,668 | $3,774iApproximate average salary by contribution assumption: employee only about $94,346 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%. |
| 2016 | 1 | 32 | $1,008,464 | $95,725 | $2,991iApproximate average salary by contribution assumption: employee only about $74,785 at 4% or $49,857 at 6%; with 50% employer match about $49,857 at 4% or $33,238 at 6%; with 100% employer match about $37,393 at 4% or $24,928 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 32 | $1,008,464 | $95,725 | $2,991iApproximate average salary by contribution assumption: employee only about $74,785 at 4% or $49,857 at 6%; with 50% employer match about $49,857 at 4% or $33,238 at 6%; with 100% employer match about $37,393 at 4% or $24,928 at 6%. |
| 2015 | 1 | 29 | $862,832 | $83,458 | $2,878iApproximate average salary by contribution assumption: employee only about $71,947 at 4% or $47,964 at 6%; with 50% employer match about $47,964 at 4% or $31,976 at 6%; with 100% employer match about $35,973 at 4% or $23,982 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 29 | $862,832 | $83,458 | $2,878iApproximate average salary by contribution assumption: employee only about $71,947 at 4% or $47,964 at 6%; with 50% employer match about $47,964 at 4% or $31,976 at 6%; with 100% employer match about $35,973 at 4% or $23,982 at 6%. |
| 2014 | 1 | 17 | $797,405 | $81,353 | $4,785iApproximate average salary by contribution assumption: employee only about $119,637 at 4% or $79,758 at 6%; with 50% employer match about $79,758 at 4% or $53,172 at 6%; with 100% employer match about $59,818 at 4% or $39,879 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 17 | $797,405 | $81,353 | $4,785iApproximate average salary by contribution assumption: employee only about $119,637 at 4% or $79,758 at 6%; with 50% employer match about $79,758 at 4% or $53,172 at 6%; with 100% employer match about $59,818 at 4% or $39,879 at 6%. |
| 2013 | 1 | 20 | $701,030 | $109,950 | $5,498iApproximate average salary by contribution assumption: employee only about $137,438 at 4% or $91,625 at 6%; with 50% employer match about $91,625 at 4% or $61,083 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 20 | $701,030 | $109,950 | $5,498iApproximate average salary by contribution assumption: employee only about $137,438 at 4% or $91,625 at 6%; with 50% employer match about $91,625 at 4% or $61,083 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%. |
| 2012 | 1 | 18 | $497,327 | $36,749 | $2,042iApproximate average salary by contribution assumption: employee only about $51,040 at 4% or $34,027 at 6%; with 50% employer match about $34,027 at 4% or $22,685 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 18 | $497,327 | $36,749 | $2,042iApproximate average salary by contribution assumption: employee only about $51,040 at 4% or $34,027 at 6%; with 50% employer match about $34,027 at 4% or $22,685 at 6%; with 100% employer match about $25,520 at 4% or $17,013 at 6%. |
| 2011 | 1 | 16 | $488,525 | $41,571 | $2,598iApproximate average salary by contribution assumption: employee only about $64,955 at 4% or $43,303 at 6%; with 50% employer match about $43,303 at 4% or $28,869 at 6%; with 100% employer match about $32,477 at 4% or $21,652 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 16 | $488,525 | $41,571 | $2,598iApproximate average salary by contribution assumption: employee only about $64,955 at 4% or $43,303 at 6%; with 50% employer match about $43,303 at 4% or $28,869 at 6%; with 100% employer match about $32,477 at 4% or $21,652 at 6%. |
| 2010 | 1 | 9 | $558,305 | $48,904 | $5,434iApproximate average salary by contribution assumption: employee only about $135,844 at 4% or $90,563 at 6%; with 50% employer match about $90,563 at 4% or $60,375 at 6%; with 100% employer match about $67,922 at 4% or $45,281 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 9 | $558,305 | $48,904 | $5,434iApproximate average salary by contribution assumption: employee only about $135,844 at 4% or $90,563 at 6%; with 50% employer match about $90,563 at 4% or $60,375 at 6%; with 100% employer match about $67,922 at 4% or $45,281 at 6%. |
| 2009 | 1 | 9 | $433,962 | $59,303 | $6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,820 at 6%; with 50% employer match about $109,820 at 4% or $73,214 at 6%; with 100% employer match about $82,365 at 4% or $54,910 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 9 | $433,962 | $59,303 | $6,589iApproximate average salary by contribution assumption: employee only about $164,731 at 4% or $109,820 at 6%; with 50% employer match about $109,820 at 4% or $73,214 at 6%; with 100% employer match about $82,365 at 4% or $54,910 at 6%. |
| 2008 | 1 | 31 | $311,223 | $55,316 | $1,784iApproximate average salary by contribution assumption: employee only about $44,610 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 31 | $311,223 | $55,316 | $1,784iApproximate average salary by contribution assumption: employee only about $44,610 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| 2007 | 1 | 31 | $475,369 | $44,218 | $1,426iApproximate average salary by contribution assumption: employee only about $35,660 at 4% or $23,773 at 6%; with 50% employer match about $23,773 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,887 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 31 | $475,369 | $44,218 | $1,426iApproximate average salary by contribution assumption: employee only about $35,660 at 4% or $23,773 at 6%; with 50% employer match about $23,773 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,887 at 6%. |
| 2006 | 1 | 28 | $375,793 | $76,908 | $2,747iApproximate average salary by contribution assumption: employee only about $68,668 at 4% or $45,779 at 6%; with 50% employer match about $45,779 at 4% or $30,519 at 6%; with 100% employer match about $34,334 at 4% or $22,889 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 28 | $375,793 | $76,908 | $2,747iApproximate average salary by contribution assumption: employee only about $68,668 at 4% or $45,779 at 6%; with 50% employer match about $45,779 at 4% or $30,519 at 6%; with 100% employer match about $34,334 at 4% or $22,889 at 6%. |
| 2004 | 1 | 22 | $378,518 | $65,620 | $2,983iApproximate average salary by contribution assumption: employee only about $74,568 at 4% or $49,712 at 6%; with 50% employer match about $49,712 at 4% or $33,141 at 6%; with 100% employer match about $37,284 at 4% or $24,856 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 22 | $378,518 | $65,620 | $2,983iApproximate average salary by contribution assumption: employee only about $74,568 at 4% or $49,712 at 6%; with 50% employer match about $49,712 at 4% or $33,141 at 6%; with 100% employer match about $37,284 at 4% or $24,856 at 6%. |
| 2003 | 1 | 24 | $307,082 | $69,443 | $2,893iApproximate average salary by contribution assumption: employee only about $72,336 at 4% or $48,224 at 6%; with 50% employer match about $48,224 at 4% or $32,150 at 6%; with 100% employer match about $36,168 at 4% or $24,112 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 24 | $307,082 | $69,443 | $2,893iApproximate average salary by contribution assumption: employee only about $72,336 at 4% or $48,224 at 6%; with 50% employer match about $48,224 at 4% or $32,150 at 6%; with 100% employer match about $36,168 at 4% or $24,112 at 6%. |
| 2002 | 1 | 23 | $181,475 | $84,936 | $3,693iApproximate average salary by contribution assumption: employee only about $92,322 at 4% or $61,548 at 6%; with 50% employer match about $61,548 at 4% or $41,032 at 6%; with 100% employer match about $46,161 at 4% or $30,774 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 23 | $181,475 | $84,936 | $3,693iApproximate average salary by contribution assumption: employee only about $92,322 at 4% or $61,548 at 6%; with 50% employer match about $61,548 at 4% or $41,032 at 6%; with 100% employer match about $46,161 at 4% or $30,774 at 6%. |
| 2001 | 1 | 27 | $183,942 | $78,845 | $2,920iApproximate average salary by contribution assumption: employee only about $73,005 at 4% or $48,670 at 6%; with 50% employer match about $48,670 at 4% or $32,447 at 6%; with 100% employer match about $36,502 at 4% or $24,335 at 6%. |
| Avery Hess Realtors 401 K Profit Sharing Plan Trust | - | 27 | $183,942 | $78,845 | $2,920iApproximate average salary by contribution assumption: employee only about $73,005 at 4% or $48,670 at 6%; with 50% employer match about $48,670 at 4% or $32,447 at 6%; with 100% employer match about $36,502 at 4% or $24,335 at 6%. |