AREHART ASSOCIATES, LTD.
Plan context: AREHART ASSOCIATES, LTD 401(K) PLAN
EIN 54-1034728 • Waynesboro, VA • 24 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$3,285,033
2025 Contributions
$168,169
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $3,285,033 | $168,169 | $14,014iApproximate average salary by contribution assumption: employee only about $350,352 at 4% or $233,568 at 6%; with 50% employer match about $233,568 at 4% or $155,712 at 6%; with 100% employer match about $175,176 at 4% or $116,784 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 12 | $3,285,033 | $168,169 | $14,014iApproximate average salary by contribution assumption: employee only about $350,352 at 4% or $233,568 at 6%; with 50% employer match about $233,568 at 4% or $155,712 at 6%; with 100% employer match about $175,176 at 4% or $116,784 at 6%. |
| 2024 | 1 | 13 | $3,472,774 | $157,173 | $12,090iApproximate average salary by contribution assumption: employee only about $302,256 at 4% or $201,504 at 6%; with 50% employer match about $201,504 at 4% or $134,336 at 6%; with 100% employer match about $151,128 at 4% or $100,752 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 13 | $3,472,774 | $157,173 | $12,090iApproximate average salary by contribution assumption: employee only about $302,256 at 4% or $201,504 at 6%; with 50% employer match about $201,504 at 4% or $134,336 at 6%; with 100% employer match about $151,128 at 4% or $100,752 at 6%. |
| 2023 | 1 | 11 | $2,981,201 | $145,578 | $13,234iApproximate average salary by contribution assumption: employee only about $330,859 at 4% or $220,573 at 6%; with 50% employer match about $220,573 at 4% or $147,048 at 6%; with 100% employer match about $165,430 at 4% or $110,286 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 11 | $2,981,201 | $145,578 | $13,234iApproximate average salary by contribution assumption: employee only about $330,859 at 4% or $220,573 at 6%; with 50% employer match about $220,573 at 4% or $147,048 at 6%; with 100% employer match about $165,430 at 4% or $110,286 at 6%. |
| 2022 | 1 | 10 | $2,527,600 | $126,876 | $12,688iApproximate average salary by contribution assumption: employee only about $317,190 at 4% or $211,460 at 6%; with 50% employer match about $211,460 at 4% or $140,973 at 6%; with 100% employer match about $158,595 at 4% or $105,730 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $2,527,600 | $126,876 | $12,688iApproximate average salary by contribution assumption: employee only about $317,190 at 4% or $211,460 at 6%; with 50% employer match about $211,460 at 4% or $140,973 at 6%; with 100% employer match about $158,595 at 4% or $105,730 at 6%. |
| 2021 | 1 | 10 | $2,879,374 | $225,949 | $22,595iApproximate average salary by contribution assumption: employee only about $564,873 at 4% or $376,582 at 6%; with 50% employer match about $376,582 at 4% or $251,054 at 6%; with 100% employer match about $282,436 at 4% or $188,291 at 6%. |
| AREHART ASSOCIATES, LTD 401K PLAN | - | 10 | $2,879,374 | $225,949 | $22,595iApproximate average salary by contribution assumption: employee only about $564,873 at 4% or $376,582 at 6%; with 50% employer match about $376,582 at 4% or $251,054 at 6%; with 100% employer match about $282,436 at 4% or $188,291 at 6%. |
| 2020 | 1 | 9 | $2,368,729 | $108,603 | $12,067iApproximate average salary by contribution assumption: employee only about $301,675 at 4% or $201,117 at 6%; with 50% employer match about $201,117 at 4% or $134,078 at 6%; with 100% employer match about $150,838 at 4% or $100,558 at 6%. |
| AREHART ASSOCIATES, LTD 401K PLAN | - | 9 | $2,368,729 | $108,603 | $12,067iApproximate average salary by contribution assumption: employee only about $301,675 at 4% or $201,117 at 6%; with 50% employer match about $201,117 at 4% or $134,078 at 6%; with 100% employer match about $150,838 at 4% or $100,558 at 6%. |
| 2019 | 1 | 12 | $2,412,435 | $113,352 | $9,446iApproximate average salary by contribution assumption: employee only about $236,150 at 4% or $157,433 at 6%; with 50% employer match about $157,433 at 4% or $104,956 at 6%; with 100% employer match about $118,075 at 4% or $78,717 at 6%. |
| AREHART ASSOCIATES, LTD 401K PLAN | - | 12 | $2,412,435 | $113,352 | $9,446iApproximate average salary by contribution assumption: employee only about $236,150 at 4% or $157,433 at 6%; with 50% employer match about $157,433 at 4% or $104,956 at 6%; with 100% employer match about $118,075 at 4% or $78,717 at 6%. |
| 2018 | 1 | 12 | $1,885,330 | $127,164 | $10,597iApproximate average salary by contribution assumption: employee only about $264,925 at 4% or $176,617 at 6%; with 50% employer match about $176,617 at 4% or $117,744 at 6%; with 100% employer match about $132,463 at 4% or $88,308 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 12 | $1,885,330 | $127,164 | $10,597iApproximate average salary by contribution assumption: employee only about $264,925 at 4% or $176,617 at 6%; with 50% employer match about $176,617 at 4% or $117,744 at 6%; with 100% employer match about $132,463 at 4% or $88,308 at 6%. |
| 2017 | 1 | 12 | $1,870,556 | $195,677 | $16,306iApproximate average salary by contribution assumption: employee only about $407,660 at 4% or $271,774 at 6%; with 50% employer match about $271,774 at 4% or $181,182 at 6%; with 100% employer match about $203,830 at 4% or $135,887 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 12 | $1,870,556 | $195,677 | $16,306iApproximate average salary by contribution assumption: employee only about $407,660 at 4% or $271,774 at 6%; with 50% employer match about $271,774 at 4% or $181,182 at 6%; with 100% employer match about $203,830 at 4% or $135,887 at 6%. |
| 2016 | 1 | 11 | $1,429,464 | $136,577 | $12,416iApproximate average salary by contribution assumption: employee only about $310,402 at 4% or $206,935 at 6%; with 50% employer match about $206,935 at 4% or $137,957 at 6%; with 100% employer match about $155,201 at 4% or $103,467 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 11 | $1,429,464 | $136,577 | $12,416iApproximate average salary by contribution assumption: employee only about $310,402 at 4% or $206,935 at 6%; with 50% employer match about $206,935 at 4% or $137,957 at 6%; with 100% employer match about $155,201 at 4% or $103,467 at 6%. |
| 2015 | 1 | 11 | $1,203,636 | $142,243 | $12,931iApproximate average salary by contribution assumption: employee only about $323,280 at 4% or $215,520 at 6%; with 50% employer match about $215,520 at 4% or $143,680 at 6%; with 100% employer match about $161,640 at 4% or $107,760 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 11 | $1,203,636 | $142,243 | $12,931iApproximate average salary by contribution assumption: employee only about $323,280 at 4% or $215,520 at 6%; with 50% employer match about $215,520 at 4% or $143,680 at 6%; with 100% employer match about $161,640 at 4% or $107,760 at 6%. |
| 2014 | 1 | 10 | $1,099,391 | $127,626 | $12,763iApproximate average salary by contribution assumption: employee only about $319,065 at 4% or $212,710 at 6%; with 50% employer match about $212,710 at 4% or $141,807 at 6%; with 100% employer match about $159,533 at 4% or $106,355 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $1,099,391 | $127,626 | $12,763iApproximate average salary by contribution assumption: employee only about $319,065 at 4% or $212,710 at 6%; with 50% employer match about $212,710 at 4% or $141,807 at 6%; with 100% employer match about $159,533 at 4% or $106,355 at 6%. |
| 2013 | 1 | 10 | $920,307 | $133,725 | $13,373iApproximate average salary by contribution assumption: employee only about $334,313 at 4% or $222,875 at 6%; with 50% employer match about $222,875 at 4% or $148,583 at 6%; with 100% employer match about $167,156 at 4% or $111,438 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $920,307 | $133,725 | $13,373iApproximate average salary by contribution assumption: employee only about $334,313 at 4% or $222,875 at 6%; with 50% employer match about $222,875 at 4% or $148,583 at 6%; with 100% employer match about $167,156 at 4% or $111,438 at 6%. |
| 2012 | 1 | 10 | $662,965 | $111,669 | $11,167iApproximate average salary by contribution assumption: employee only about $279,173 at 4% or $186,115 at 6%; with 50% employer match about $186,115 at 4% or $124,077 at 6%; with 100% employer match about $139,586 at 4% or $93,058 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $662,965 | $111,669 | $11,167iApproximate average salary by contribution assumption: employee only about $279,173 at 4% or $186,115 at 6%; with 50% employer match about $186,115 at 4% or $124,077 at 6%; with 100% employer match about $139,586 at 4% or $93,058 at 6%. |
| 2011 | 1 | 10 | $489,010 | $107,831 | $10,783iApproximate average salary by contribution assumption: employee only about $269,578 at 4% or $179,718 at 6%; with 50% employer match about $179,718 at 4% or $119,812 at 6%; with 100% employer match about $134,789 at 4% or $89,859 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $489,010 | $107,831 | $10,783iApproximate average salary by contribution assumption: employee only about $269,578 at 4% or $179,718 at 6%; with 50% employer match about $179,718 at 4% or $119,812 at 6%; with 100% employer match about $134,789 at 4% or $89,859 at 6%. |
| 2010 | 1 | 10 | $397,463 | $100,338 | $10,034iApproximate average salary by contribution assumption: employee only about $250,845 at 4% or $167,230 at 6%; with 50% employer match about $167,230 at 4% or $111,487 at 6%; with 100% employer match about $125,422 at 4% or $83,615 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 10 | $397,463 | $100,338 | $10,034iApproximate average salary by contribution assumption: employee only about $250,845 at 4% or $167,230 at 6%; with 50% employer match about $167,230 at 4% or $111,487 at 6%; with 100% employer match about $125,422 at 4% or $83,615 at 6%. |
| 2009 | 1 | 8 | $262,623 | $95,265 | $11,908iApproximate average salary by contribution assumption: employee only about $297,703 at 4% or $198,469 at 6%; with 50% employer match about $198,469 at 4% or $132,313 at 6%; with 100% employer match about $148,852 at 4% or $99,234 at 6%. |
| AREHART ASSOCIATES, LTD 401(K) PLAN | - | 8 | $262,623 | $95,265 | $11,908iApproximate average salary by contribution assumption: employee only about $297,703 at 4% or $198,469 at 6%; with 50% employer match about $198,469 at 4% or $132,313 at 6%; with 100% employer match about $148,852 at 4% or $99,234 at 6%. |
| 2008 | 1 | 12 | $137,480 | $94,938 | $7,912iApproximate average salary by contribution assumption: employee only about $197,788 at 4% or $131,858 at 6%; with 50% employer match about $131,858 at 4% or $87,906 at 6%; with 100% employer match about $98,894 at 4% or $65,929 at 6%. |
| AREHART ASSOCIATES, LTD 401K PLAN | - | 12 | $137,480 | $94,938 | $7,912iApproximate average salary by contribution assumption: employee only about $197,788 at 4% or $131,858 at 6%; with 50% employer match about $131,858 at 4% or $87,906 at 6%; with 100% employer match about $98,894 at 4% or $65,929 at 6%. |
| 2007 | 1 | 11 | $81,174 | $80,640 | $7,331iApproximate average salary by contribution assumption: employee only about $183,273 at 4% or $122,182 at 6%; with 50% employer match about $122,182 at 4% or $81,455 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| AREHART ASSOCIATES, LTD 401K PLAN | - | 11 | $81,174 | $80,640 | $7,331iApproximate average salary by contribution assumption: employee only about $183,273 at 4% or $122,182 at 6%; with 50% employer match about $122,182 at 4% or $81,455 at 6%; with 100% employer match about $91,636 at 4% or $61,091 at 6%. |
| 2004 | 1 | 8 | $427,421 | $25,275 | $3,159iApproximate average salary by contribution assumption: employee only about $78,984 at 4% or $52,656 at 6%; with 50% employer match about $52,656 at 4% or $35,104 at 6%; with 100% employer match about $39,492 at 4% or $26,328 at 6%. |
| AREHART ASSOCIATES, LTD. PROFIT SHARING PLAN | - | 8 | $427,421 | $25,275 | $3,159iApproximate average salary by contribution assumption: employee only about $78,984 at 4% or $52,656 at 6%; with 50% employer match about $52,656 at 4% or $35,104 at 6%; with 100% employer match about $39,492 at 4% or $26,328 at 6%. |
| 2003 | 1 | 6 | $365,545 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| AREHART ASSOCIATES, LTD. PROFIT SHARING PLAN | - | 6 | $365,545 | $28,500 | $4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%. |
| 2002 | 1 | 0 | $267,375 | $32,200 | - |
| AREHART ASSOCIATES, LTD. PROFIT SHARING PLAN | - | 0 | $267,375 | $32,200 | - |
| 2001 | 1 | 7 | $295,193 | $33,375 | $4,768iApproximate average salary by contribution assumption: employee only about $119,196 at 4% or $79,464 at 6%; with 50% employer match about $79,464 at 4% or $52,976 at 6%; with 100% employer match about $59,598 at 4% or $39,732 at 6%. |
| AREHART ASSOCIATES, LTD. PROFIT SHARING PLAN | - | 7 | $295,193 | $33,375 | $4,768iApproximate average salary by contribution assumption: employee only about $119,196 at 4% or $79,464 at 6%; with 50% employer match about $79,464 at 4% or $52,976 at 6%; with 100% employer match about $59,598 at 4% or $39,732 at 6%. |
| 2000 | 1 | 8 | $391,418 | $33,050 | $4,131iApproximate average salary by contribution assumption: employee only about $103,281 at 4% or $68,854 at 6%; with 50% employer match about $68,854 at 4% or $45,903 at 6%; with 100% employer match about $51,641 at 4% or $34,427 at 6%. |
| AREHART ASSOCIATES, LTD PROFIT SHARING PLAN | - | 8 | $391,418 | $33,050 | $4,131iApproximate average salary by contribution assumption: employee only about $103,281 at 4% or $68,854 at 6%; with 50% employer match about $68,854 at 4% or $45,903 at 6%; with 100% employer match about $51,641 at 4% or $34,427 at 6%. |