Augusta Investments Inc.
Plan context: Augusta Investments & Affiliates 401(K) Plan
EIN 52-2248315 • Cherry Hill, NJ • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$1,017,143
2024 Contributions
$65,232
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 | 29 | $1,017,143 | $65,232 | $2,249iApproximate average salary by contribution assumption: employee only about $56,234 at 4% or $37,490 at 6%; with 50% employer match about $37,490 at 4% or $24,993 at 6%; with 100% employer match about $28,117 at 4% or $18,745 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 29 | $1,017,143 | $65,232 | $2,249iApproximate average salary by contribution assumption: employee only about $56,234 at 4% or $37,490 at 6%; with 50% employer match about $37,490 at 4% or $24,993 at 6%; with 100% employer match about $28,117 at 4% or $18,745 at 6%. |
| 2023 | 1 | 30 | $946,090 | $61,193 | $2,040iApproximate average salary by contribution assumption: employee only about $50,994 at 4% or $33,996 at 6%; with 50% employer match about $33,996 at 4% or $22,664 at 6%; with 100% employer match about $25,497 at 4% or $16,998 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 30 | $946,090 | $61,193 | $2,040iApproximate average salary by contribution assumption: employee only about $50,994 at 4% or $33,996 at 6%; with 50% employer match about $33,996 at 4% or $22,664 at 6%; with 100% employer match about $25,497 at 4% or $16,998 at 6%. |
| 2022 | 1 | 29 | $806,501 | $63,472 | $2,189iApproximate average salary by contribution assumption: employee only about $54,717 at 4% or $36,478 at 6%; with 50% employer match about $36,478 at 4% or $24,319 at 6%; with 100% employer match about $27,359 at 4% or $18,239 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 29 | $806,501 | $63,472 | $2,189iApproximate average salary by contribution assumption: employee only about $54,717 at 4% or $36,478 at 6%; with 50% employer match about $36,478 at 4% or $24,319 at 6%; with 100% employer match about $27,359 at 4% or $18,239 at 6%. |
| 2021 | 1 | 25 | $948,157 | $62,451 | $2,498iApproximate average salary by contribution assumption: employee only about $62,451 at 4% or $41,634 at 6%; with 50% employer match about $41,634 at 4% or $27,756 at 6%; with 100% employer match about $31,226 at 4% or $20,817 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 25 | $948,157 | $62,451 | $2,498iApproximate average salary by contribution assumption: employee only about $62,451 at 4% or $41,634 at 6%; with 50% employer match about $41,634 at 4% or $27,756 at 6%; with 100% employer match about $31,226 at 4% or $20,817 at 6%. |
| 2020 | 1 | 24 | $820,269 | $68,988 | $2,875iApproximate average salary by contribution assumption: employee only about $71,863 at 4% or $47,908 at 6%; with 50% employer match about $47,908 at 4% or $31,939 at 6%; with 100% employer match about $35,931 at 4% or $23,954 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 24 | $820,269 | $68,988 | $2,875iApproximate average salary by contribution assumption: employee only about $71,863 at 4% or $47,908 at 6%; with 50% employer match about $47,908 at 4% or $31,939 at 6%; with 100% employer match about $35,931 at 4% or $23,954 at 6%. |
| 2019 | 1 | 24 | $661,900 | $74,074 | $3,086iApproximate average salary by contribution assumption: employee only about $77,160 at 4% or $51,440 at 6%; with 50% employer match about $51,440 at 4% or $34,294 at 6%; with 100% employer match about $38,580 at 4% or $25,720 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 24 | $661,900 | $74,074 | $3,086iApproximate average salary by contribution assumption: employee only about $77,160 at 4% or $51,440 at 6%; with 50% employer match about $51,440 at 4% or $34,294 at 6%; with 100% employer match about $38,580 at 4% or $25,720 at 6%. |
| 2018 | 1 | 23 | $488,974 | $128,522 | $5,588iApproximate average salary by contribution assumption: employee only about $139,698 at 4% or $93,132 at 6%; with 50% employer match about $93,132 at 4% or $62,088 at 6%; with 100% employer match about $69,849 at 4% or $46,566 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 23 | $488,974 | $128,522 | $5,588iApproximate average salary by contribution assumption: employee only about $139,698 at 4% or $93,132 at 6%; with 50% employer match about $93,132 at 4% or $62,088 at 6%; with 100% employer match about $69,849 at 4% or $46,566 at 6%. |
| 2017 | 1 | 19 | $389,032 | $101,061 | $5,319iApproximate average salary by contribution assumption: employee only about $132,975 at 4% or $88,650 at 6%; with 50% employer match about $88,650 at 4% or $59,100 at 6%; with 100% employer match about $66,488 at 4% or $44,325 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 19 | $389,032 | $101,061 | $5,319iApproximate average salary by contribution assumption: employee only about $132,975 at 4% or $88,650 at 6%; with 50% employer match about $88,650 at 4% or $59,100 at 6%; with 100% employer match about $66,488 at 4% or $44,325 at 6%. |
| 2016 | 1 | 15 | $251,316 | $91,609 | $6,107iApproximate average salary by contribution assumption: employee only about $152,682 at 4% or $101,788 at 6%; with 50% employer match about $101,788 at 4% or $67,859 at 6%; with 100% employer match about $76,341 at 4% or $50,894 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 15 | $251,316 | $91,609 | $6,107iApproximate average salary by contribution assumption: employee only about $152,682 at 4% or $101,788 at 6%; with 50% employer match about $101,788 at 4% or $67,859 at 6%; with 100% employer match about $76,341 at 4% or $50,894 at 6%. |
| 2015 | 1 | 19 | $157,560 | $91,898 | $4,837iApproximate average salary by contribution assumption: employee only about $120,918 at 4% or $80,612 at 6%; with 50% employer match about $80,612 at 4% or $53,742 at 6%; with 100% employer match about $60,459 at 4% or $40,306 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 19 | $157,560 | $91,898 | $4,837iApproximate average salary by contribution assumption: employee only about $120,918 at 4% or $80,612 at 6%; with 50% employer match about $80,612 at 4% or $53,742 at 6%; with 100% employer match about $60,459 at 4% or $40,306 at 6%. |
| 2014 | 1 | 18 | $72,569 | $72,620 | $4,034iApproximate average salary by contribution assumption: employee only about $100,861 at 4% or $67,241 at 6%; with 50% employer match about $67,241 at 4% or $44,827 at 6%; with 100% employer match about $50,431 at 4% or $33,620 at 6%. |
| Augusta Investments & Affiliates 401(K) Plan | - | 18 | $72,569 | $72,620 | $4,034iApproximate average salary by contribution assumption: employee only about $100,861 at 4% or $67,241 at 6%; with 50% employer match about $67,241 at 4% or $44,827 at 6%; with 100% employer match about $50,431 at 4% or $33,620 at 6%. |