Costanzo & Associates
Plan context: Costanzo & Associates 401(K) Profit Sharing Plan
EIN 55-0718347 • Wheeling, WV • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,527,833
2024 Contributions
$61,971
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 | 0 | $0 | $61,971 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 0 | $0 | $61,971 | - |
| 2023 | 1 | 14 | $1,527,833 | $117,224 | $8,373iApproximate average salary by contribution assumption: employee only about $209,329 at 4% or $139,552 at 6%; with 50% employer match about $139,552 at 4% or $93,035 at 6%; with 100% employer match about $104,664 at 4% or $69,776 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 14 | $1,527,833 | $117,224 | $8,373iApproximate average salary by contribution assumption: employee only about $209,329 at 4% or $139,552 at 6%; with 50% employer match about $139,552 at 4% or $93,035 at 6%; with 100% employer match about $104,664 at 4% or $69,776 at 6%. |
| 2022 | 1 | 13 | $1,249,415 | $96,534 | $7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,762 at 6%; with 50% employer match about $123,762 at 4% or $82,508 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | $1,249,415 | $96,534 | $7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,762 at 6%; with 50% employer match about $123,762 at 4% or $82,508 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%. |
| 2021 | 1 | 13 | $1,396,817 | $76,495 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,071 at 6%; with 50% employer match about $98,071 at 4% or $65,380 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | $1,396,817 | $76,495 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,071 at 6%; with 50% employer match about $98,071 at 4% or $65,380 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| 2020 | 1 | 15 | $1,212,119 | $50,040 | $3,336iApproximate average salary by contribution assumption: employee only about $83,400 at 4% or $55,600 at 6%; with 50% employer match about $55,600 at 4% or $37,067 at 6%; with 100% employer match about $41,700 at 4% or $27,800 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 15 | $1,212,119 | $50,040 | $3,336iApproximate average salary by contribution assumption: employee only about $83,400 at 4% or $55,600 at 6%; with 50% employer match about $55,600 at 4% or $37,067 at 6%; with 100% employer match about $41,700 at 4% or $27,800 at 6%. |
| 2019 | 1 | 14 | $1,017,024 | $49,741 | $3,553iApproximate average salary by contribution assumption: employee only about $88,823 at 4% or $59,215 at 6%; with 50% employer match about $59,215 at 4% or $39,477 at 6%; with 100% employer match about $44,412 at 4% or $29,608 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 14 | $1,017,024 | $49,741 | $3,553iApproximate average salary by contribution assumption: employee only about $88,823 at 4% or $59,215 at 6%; with 50% employer match about $59,215 at 4% or $39,477 at 6%; with 100% employer match about $44,412 at 4% or $29,608 at 6%. |
| 2018 | 1 | 15 | $805,269 | $50,013 | $3,334iApproximate average salary by contribution assumption: employee only about $83,355 at 4% or $55,570 at 6%; with 50% employer match about $55,570 at 4% or $37,047 at 6%; with 100% employer match about $41,678 at 4% or $27,785 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 15 | $805,269 | $50,013 | $3,334iApproximate average salary by contribution assumption: employee only about $83,355 at 4% or $55,570 at 6%; with 50% employer match about $55,570 at 4% or $37,047 at 6%; with 100% employer match about $41,678 at 4% or $27,785 at 6%. |
| 2017 | 1 | 14 | $804,516 | $45,944 | $3,282iApproximate average salary by contribution assumption: employee only about $82,043 at 4% or $54,695 at 6%; with 50% employer match about $54,695 at 4% or $36,463 at 6%; with 100% employer match about $41,021 at 4% or $27,348 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 14 | $804,516 | $45,944 | $3,282iApproximate average salary by contribution assumption: employee only about $82,043 at 4% or $54,695 at 6%; with 50% employer match about $54,695 at 4% or $36,463 at 6%; with 100% employer match about $41,021 at 4% or $27,348 at 6%. |
| 2016 | 1 | 16 | $854,902 | $54,345 | $3,397iApproximate average salary by contribution assumption: employee only about $84,914 at 4% or $56,609 at 6%; with 50% employer match about $56,609 at 4% or $37,740 at 6%; with 100% employer match about $42,457 at 4% or $28,305 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 16 | $854,902 | $54,345 | $3,397iApproximate average salary by contribution assumption: employee only about $84,914 at 4% or $56,609 at 6%; with 50% employer match about $56,609 at 4% or $37,740 at 6%; with 100% employer match about $42,457 at 4% or $28,305 at 6%. |
| 2015 | 1 | 18 | $943,668 | $57,391 | $3,188iApproximate average salary by contribution assumption: employee only about $79,710 at 4% or $53,140 at 6%; with 50% employer match about $53,140 at 4% or $35,427 at 6%; with 100% employer match about $39,855 at 4% or $26,570 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 18 | $943,668 | $57,391 | $3,188iApproximate average salary by contribution assumption: employee only about $79,710 at 4% or $53,140 at 6%; with 50% employer match about $53,140 at 4% or $35,427 at 6%; with 100% employer match about $39,855 at 4% or $26,570 at 6%. |
| 2014 | 1 | 16 | $910,265 | $56,178 | $3,511iApproximate average salary by contribution assumption: employee only about $87,778 at 4% or $58,519 at 6%; with 50% employer match about $58,519 at 4% or $39,013 at 6%; with 100% employer match about $43,889 at 4% or $29,259 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 16 | $910,265 | $56,178 | $3,511iApproximate average salary by contribution assumption: employee only about $87,778 at 4% or $58,519 at 6%; with 50% employer match about $58,519 at 4% or $39,013 at 6%; with 100% employer match about $43,889 at 4% or $29,259 at 6%. |
| 2013 | 1 | 16 | $826,891 | $78,161 | $4,885iApproximate average salary by contribution assumption: employee only about $122,127 at 4% or $81,418 at 6%; with 50% employer match about $81,418 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,709 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 16 | $826,891 | $78,161 | $4,885iApproximate average salary by contribution assumption: employee only about $122,127 at 4% or $81,418 at 6%; with 50% employer match about $81,418 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,709 at 6%. |
| 2012 | 1 | 13 | $650,613 | $79,345 | $6,103iApproximate average salary by contribution assumption: employee only about $152,587 at 4% or $101,724 at 6%; with 50% employer match about $101,724 at 4% or $67,816 at 6%; with 100% employer match about $76,293 at 4% or $50,862 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | $650,613 | $79,345 | $6,103iApproximate average salary by contribution assumption: employee only about $152,587 at 4% or $101,724 at 6%; with 50% employer match about $101,724 at 4% or $67,816 at 6%; with 100% employer match about $76,293 at 4% or $50,862 at 6%. |
| 2011 | 1 | 14 | $794,860 | $70,301 | $5,022iApproximate average salary by contribution assumption: employee only about $125,538 at 4% or $83,692 at 6%; with 50% employer match about $83,692 at 4% or $55,794 at 6%; with 100% employer match about $62,769 at 4% or $41,846 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 14 | $794,860 | $70,301 | $5,022iApproximate average salary by contribution assumption: employee only about $125,538 at 4% or $83,692 at 6%; with 50% employer match about $83,692 at 4% or $55,794 at 6%; with 100% employer match about $62,769 at 4% or $41,846 at 6%. |
| 2010 | 1 | 15 | $781,802 | $77,598 | $5,173iApproximate average salary by contribution assumption: employee only about $129,330 at 4% or $86,220 at 6%; with 50% employer match about $86,220 at 4% or $57,480 at 6%; with 100% employer match about $64,665 at 4% or $43,110 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 15 | $781,802 | $77,598 | $5,173iApproximate average salary by contribution assumption: employee only about $129,330 at 4% or $86,220 at 6%; with 50% employer match about $86,220 at 4% or $57,480 at 6%; with 100% employer match about $64,665 at 4% or $43,110 at 6%. |
| 2009 | 1 | 16 | $779,270 | $140,280 | $8,768iApproximate average salary by contribution assumption: employee only about $219,188 at 4% or $146,125 at 6%; with 50% employer match about $146,125 at 4% or $97,417 at 6%; with 100% employer match about $109,594 at 4% or $73,063 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 16 | $779,270 | $140,280 | $8,768iApproximate average salary by contribution assumption: employee only about $219,188 at 4% or $146,125 at 6%; with 50% employer match about $146,125 at 4% or $97,417 at 6%; with 100% employer match about $109,594 at 4% or $73,063 at 6%. |
| 2008 | 1 | 12 | $771,700 | $92,758 | $7,730iApproximate average salary by contribution assumption: employee only about $193,246 at 4% or $128,831 at 6%; with 50% employer match about $128,831 at 4% or $85,887 at 6%; with 100% employer match about $96,623 at 4% or $64,415 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 12 | $771,700 | $92,758 | $7,730iApproximate average salary by contribution assumption: employee only about $193,246 at 4% or $128,831 at 6%; with 50% employer match about $128,831 at 4% or $85,887 at 6%; with 100% employer match about $96,623 at 4% or $64,415 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 14 | $877,835 | $166,625 | $11,902iApproximate average salary by contribution assumption: employee only about $297,545 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,182 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 14 | $877,835 | $166,625 | $11,902iApproximate average salary by contribution assumption: employee only about $297,545 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,182 at 6%. |
| 2005 | 1 | 15 | $621,254 | $70,548 | $4,703iApproximate average salary by contribution assumption: employee only about $117,580 at 4% or $78,387 at 6%; with 50% employer match about $78,387 at 4% or $52,258 at 6%; with 100% employer match about $58,790 at 4% or $39,193 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 15 | $621,254 | $70,548 | $4,703iApproximate average salary by contribution assumption: employee only about $117,580 at 4% or $78,387 at 6%; with 50% employer match about $78,387 at 4% or $52,258 at 6%; with 100% employer match about $58,790 at 4% or $39,193 at 6%. |
| 2004 | 1 | 15 | $514,856 | $65,217 | $4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,463 at 6%; with 50% employer match about $72,463 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 15 | $514,856 | $65,217 | $4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,463 at 6%; with 50% employer match about $72,463 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| 2003 | 1 | 13 | $403,552 | $0 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | $403,552 | - | - |
| 2002 | 1 | 13 | $0 | $0 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 11 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 1 | 12 | $336,734 | $20,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Costanzo & Associates 401(K) Profit Sharing Plan | - | 12 | $336,734 | $20,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |