THOMAS BABCOCK INVESTMENT ADVISORS, LLC
Plan context: Thomas Babcock Profit Sharing Plan
EIN 54-2179092 • Clifton Park, NY • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$3,795,235
2024 Contributions
$77,093
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 | 4 | $3,795,235 | $77,093 | $19,273iApproximate average salary by contribution assumption: employee only about $481,831 at 4% or $321,221 at 6%; with 50% employer match about $321,221 at 4% or $214,147 at 6%; with 100% employer match about $240,916 at 4% or $160,610 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 4 | $3,795,235 | $77,093 | $19,273iApproximate average salary by contribution assumption: employee only about $481,831 at 4% or $321,221 at 6%; with 50% employer match about $321,221 at 4% or $214,147 at 6%; with 100% employer match about $240,916 at 4% or $160,610 at 6%. |
| 2023 | 1 | 4 | $2,946,282 | $68,971 | $17,243iApproximate average salary by contribution assumption: employee only about $431,069 at 4% or $287,379 at 6%; with 50% employer match about $287,379 at 4% or $191,586 at 6%; with 100% employer match about $215,534 at 4% or $143,690 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 4 | $2,946,282 | $68,971 | $17,243iApproximate average salary by contribution assumption: employee only about $431,069 at 4% or $287,379 at 6%; with 50% employer match about $287,379 at 4% or $191,586 at 6%; with 100% employer match about $215,534 at 4% or $143,690 at 6%. |
| 2022 | 1 | 4 | $2,242,061 | $59,638 | $14,910iApproximate average salary by contribution assumption: employee only about $372,738 at 4% or $248,492 at 6%; with 50% employer match about $248,492 at 4% or $165,661 at 6%; with 100% employer match about $186,369 at 4% or $124,246 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 4 | $2,242,061 | $59,638 | $14,910iApproximate average salary by contribution assumption: employee only about $372,738 at 4% or $248,492 at 6%; with 50% employer match about $248,492 at 4% or $165,661 at 6%; with 100% employer match about $186,369 at 4% or $124,246 at 6%. |
| 2021 | 1 | 4 | $2,825,918 | $46,583 | $11,646iApproximate average salary by contribution assumption: employee only about $291,144 at 4% or $194,096 at 6%; with 50% employer match about $194,096 at 4% or $129,397 at 6%; with 100% employer match about $145,572 at 4% or $97,048 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 4 | $2,825,918 | $46,583 | $11,646iApproximate average salary by contribution assumption: employee only about $291,144 at 4% or $194,096 at 6%; with 50% employer match about $194,096 at 4% or $129,397 at 6%; with 100% employer match about $145,572 at 4% or $97,048 at 6%. |
| 2020 | 1 | 4 | $2,327,576 | $43,039 | $10,760iApproximate average salary by contribution assumption: employee only about $268,994 at 4% or $179,329 at 6%; with 50% employer match about $179,329 at 4% or $119,553 at 6%; with 100% employer match about $134,497 at 4% or $89,665 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 4 | $2,327,576 | $43,039 | $10,760iApproximate average salary by contribution assumption: employee only about $268,994 at 4% or $179,329 at 6%; with 50% employer match about $179,329 at 4% or $119,553 at 6%; with 100% employer match about $134,497 at 4% or $89,665 at 6%. |
| 2019 | 1 | 3 | $1,689,545 | $61,335 | $20,445iApproximate average salary by contribution assumption: employee only about $511,125 at 4% or $340,750 at 6%; with 50% employer match about $340,750 at 4% or $227,167 at 6%; with 100% employer match about $255,563 at 4% or $170,375 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 3 | $1,689,545 | $61,335 | $20,445iApproximate average salary by contribution assumption: employee only about $511,125 at 4% or $340,750 at 6%; with 50% employer match about $340,750 at 4% or $227,167 at 6%; with 100% employer match about $255,563 at 4% or $170,375 at 6%. |
| 2018 | 1 | 3 | $1,250,180 | $28,279 | $9,426iApproximate average salary by contribution assumption: employee only about $235,658 at 4% or $157,106 at 6%; with 50% employer match about $157,106 at 4% or $104,737 at 6%; with 100% employer match about $117,829 at 4% or $78,553 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 3 | $1,250,180 | $28,279 | $9,426iApproximate average salary by contribution assumption: employee only about $235,658 at 4% or $157,106 at 6%; with 50% employer match about $157,106 at 4% or $104,737 at 6%; with 100% employer match about $117,829 at 4% or $78,553 at 6%. |
| 2017 | 1 | 3 | $1,330,696 | $33,938 | $11,313iApproximate average salary by contribution assumption: employee only about $282,817 at 4% or $188,544 at 6%; with 50% employer match about $188,544 at 4% or $125,696 at 6%; with 100% employer match about $141,408 at 4% or $94,272 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 3 | $1,330,696 | $33,938 | $11,313iApproximate average salary by contribution assumption: employee only about $282,817 at 4% or $188,544 at 6%; with 50% employer match about $188,544 at 4% or $125,696 at 6%; with 100% employer match about $141,408 at 4% or $94,272 at 6%. |
| 2016 | 1 | 3 | $1,150,459 | $755,104 | $251,701iApproximate average salary by contribution assumption: employee only about $6,292,533 at 4% or $4,195,022 at 6%; with 50% employer match about $4,195,022 at 4% or $2,796,681 at 6%; with 100% employer match about $3,146,267 at 4% or $2,097,511 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 3 | $1,150,459 | $755,104 | $251,701iApproximate average salary by contribution assumption: employee only about $6,292,533 at 4% or $4,195,022 at 6%; with 50% employer match about $4,195,022 at 4% or $2,796,681 at 6%; with 100% employer match about $3,146,267 at 4% or $2,097,511 at 6%. |
| 2015 | 1 | 3 | $354,109 | $18,949 | $6,316iApproximate average salary by contribution assumption: employee only about $157,908 at 4% or $105,272 at 6%; with 50% employer match about $105,272 at 4% or $70,181 at 6%; with 100% employer match about $78,954 at 4% or $52,636 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 3 | $354,109 | $18,949 | $6,316iApproximate average salary by contribution assumption: employee only about $157,908 at 4% or $105,272 at 6%; with 50% employer match about $105,272 at 4% or $70,181 at 6%; with 100% employer match about $78,954 at 4% or $52,636 at 6%. |
| 2014 | 1 | 1 | $628,966 | $48,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| THOMAS BABCOCK MONEY PURCHASE PENSION PLAN | - | 1 | $628,966 | $48,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| 2013 | 1 | 1 | $554,118 | $57,296 | $57,296iApproximate average salary by contribution assumption: employee only about $1,432,400 at 4% or $954,933 at 6%; with 50% employer match about $954,933 at 4% or $636,622 at 6%; with 100% employer match about $716,200 at 4% or $477,467 at 6%. |
| THOMAS BABCOCK MONEY PURCHASE PENSION PLAN | - | 1 | $554,118 | $57,296 | $57,296iApproximate average salary by contribution assumption: employee only about $1,432,400 at 4% or $954,933 at 6%; with 50% employer match about $954,933 at 4% or $636,622 at 6%; with 100% employer match about $716,200 at 4% or $477,467 at 6%. |
| 2012 | 1 | 1 | $479,874 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| THOMAS BABCOCK MONEY PURCHASE PENSION PLAN | - | 1 | $479,874 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| 2011 | 1 | 1 | $450,373 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| THOMAS BABCOCK MONEY PURCHASE PENSION PLAN | - | 1 | $450,373 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| 2010 | 2 | 1 | $588,680 | $85,500 | $85,500iApproximate average salary by contribution assumption: employee only about $2,137,500 at 4% or $1,425,000 at 6%; with 50% employer match about $1,425,000 at 4% or $950,000 at 6%; with 100% employer match about $1,068,750 at 4% or $712,500 at 6%. |
| THOMAS BABCOCK MONEY PURCHASE PENSION PLAN | - | 1 | $376,602 | $73,000 | $73,000iApproximate average salary by contribution assumption: employee only about $1,825,000 at 4% or $1,216,667 at 6%; with 50% employer match about $1,216,667 at 4% or $811,111 at 6%; with 100% employer match about $912,500 at 4% or $608,333 at 6%. |
| Thomas Babcock Profit Sharing Plan | - | 1 | $212,078 | $12,500 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |