Sussman & Associates, a Professional Corporation
Plan context: Sussman & Associates 401(K) Profit Sharing Plan and Trust
EIN 62-1572536 • Nashville, TN • 24 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$2,276,634
2025 Contributions
$76,125
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 | 20 | $2,276,634 | $76,125 | $3,806iApproximate average salary by contribution assumption: employee only about $95,156 at 4% or $63,438 at 6%; with 50% employer match about $63,438 at 4% or $42,292 at 6%; with 100% employer match about $47,578 at 4% or $31,719 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 20 | $2,276,634 | $76,125 | $3,806iApproximate average salary by contribution assumption: employee only about $95,156 at 4% or $63,438 at 6%; with 50% employer match about $63,438 at 4% or $42,292 at 6%; with 100% employer match about $47,578 at 4% or $31,719 at 6%. |
| 2024 | 1 | 19 | $1,998,792 | $66,522 | $3,501iApproximate average salary by contribution assumption: employee only about $87,529 at 4% or $58,353 at 6%; with 50% employer match about $58,353 at 4% or $38,902 at 6%; with 100% employer match about $43,764 at 4% or $29,176 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 19 | $1,998,792 | $66,522 | $3,501iApproximate average salary by contribution assumption: employee only about $87,529 at 4% or $58,353 at 6%; with 50% employer match about $58,353 at 4% or $38,902 at 6%; with 100% employer match about $43,764 at 4% or $29,176 at 6%. |
| 2023 | 1 | 17 | $1,726,974 | $55,914 | $3,289iApproximate average salary by contribution assumption: employee only about $82,226 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,545 at 6%; with 100% employer match about $41,113 at 4% or $27,409 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $1,726,974 | $55,914 | $3,289iApproximate average salary by contribution assumption: employee only about $82,226 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,545 at 6%; with 100% employer match about $41,113 at 4% or $27,409 at 6%. |
| 2022 | 1 | 18 | $1,471,137 | $54,046 | $3,003iApproximate average salary by contribution assumption: employee only about $75,064 at 4% or $50,043 at 6%; with 50% employer match about $50,043 at 4% or $33,362 at 6%; with 100% employer match about $37,532 at 4% or $25,021 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 18 | $1,471,137 | $54,046 | $3,003iApproximate average salary by contribution assumption: employee only about $75,064 at 4% or $50,043 at 6%; with 50% employer match about $50,043 at 4% or $33,362 at 6%; with 100% employer match about $37,532 at 4% or $25,021 at 6%. |
| 2021 | 1 | 18 | $2,132,589 | $67,620 | $3,757iApproximate average salary by contribution assumption: employee only about $93,917 at 4% or $62,611 at 6%; with 50% employer match about $62,611 at 4% or $41,741 at 6%; with 100% employer match about $46,958 at 4% or $31,306 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 18 | $2,132,589 | $67,620 | $3,757iApproximate average salary by contribution assumption: employee only about $93,917 at 4% or $62,611 at 6%; with 50% employer match about $62,611 at 4% or $41,741 at 6%; with 100% employer match about $46,958 at 4% or $31,306 at 6%. |
| 2020 | 1 | 18 | $1,912,723 | $63,170 | $3,509iApproximate average salary by contribution assumption: employee only about $87,736 at 4% or $58,491 at 6%; with 50% employer match about $58,491 at 4% or $38,994 at 6%; with 100% employer match about $43,868 at 4% or $29,245 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 18 | $1,912,723 | $63,170 | $3,509iApproximate average salary by contribution assumption: employee only about $87,736 at 4% or $58,491 at 6%; with 50% employer match about $58,491 at 4% or $38,994 at 6%; with 100% employer match about $43,868 at 4% or $29,245 at 6%. |
| 2019 | 1 | 15 | $1,657,979 | $56,867 | $3,791iApproximate average salary by contribution assumption: employee only about $94,778 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 15 | $1,657,979 | $56,867 | $3,791iApproximate average salary by contribution assumption: employee only about $94,778 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| 2018 | 1 | 15 | $1,257,827 | $55,828 | $3,722iApproximate average salary by contribution assumption: employee only about $93,047 at 4% or $62,031 at 6%; with 50% employer match about $62,031 at 4% or $41,354 at 6%; with 100% employer match about $46,523 at 4% or $31,016 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 15 | $1,257,827 | $55,828 | $3,722iApproximate average salary by contribution assumption: employee only about $93,047 at 4% or $62,031 at 6%; with 50% employer match about $62,031 at 4% or $41,354 at 6%; with 100% employer match about $46,523 at 4% or $31,016 at 6%. |
| 2017 | 1 | 17 | $1,272,054 | $56,545 | $3,326iApproximate average salary by contribution assumption: employee only about $83,154 at 4% or $55,436 at 6%; with 50% employer match about $55,436 at 4% or $36,958 at 6%; with 100% employer match about $41,577 at 4% or $27,718 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $1,272,054 | $56,545 | $3,326iApproximate average salary by contribution assumption: employee only about $83,154 at 4% or $55,436 at 6%; with 50% employer match about $55,436 at 4% or $36,958 at 6%; with 100% employer match about $41,577 at 4% or $27,718 at 6%. |
| 2016 | 1 | 17 | $1,009,626 | $66,993 | $3,941iApproximate average salary by contribution assumption: employee only about $98,519 at 4% or $65,679 at 6%; with 50% employer match about $65,679 at 4% or $43,786 at 6%; with 100% employer match about $49,260 at 4% or $32,840 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $1,009,626 | $66,993 | $3,941iApproximate average salary by contribution assumption: employee only about $98,519 at 4% or $65,679 at 6%; with 50% employer match about $65,679 at 4% or $43,786 at 6%; with 100% employer match about $49,260 at 4% or $32,840 at 6%. |
| 2015 | 1 | 17 | $901,353 | $74,940 | $4,408iApproximate average salary by contribution assumption: employee only about $110,206 at 4% or $73,471 at 6%; with 50% employer match about $73,471 at 4% or $48,980 at 6%; with 100% employer match about $55,103 at 4% or $36,735 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $901,353 | $74,940 | $4,408iApproximate average salary by contribution assumption: employee only about $110,206 at 4% or $73,471 at 6%; with 50% employer match about $73,471 at 4% or $48,980 at 6%; with 100% employer match about $55,103 at 4% or $36,735 at 6%. |
| 2014 | 1 | 17 | $826,479 | $53,465 | $3,145iApproximate average salary by contribution assumption: employee only about $78,625 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,944 at 6%; with 100% employer match about $39,313 at 4% or $26,208 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $826,479 | $53,465 | $3,145iApproximate average salary by contribution assumption: employee only about $78,625 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,944 at 6%; with 100% employer match about $39,313 at 4% or $26,208 at 6%. |
| 2013 | 1 | 15 | $746,800 | $51,438 | $3,429iApproximate average salary by contribution assumption: employee only about $85,730 at 4% or $57,153 at 6%; with 50% employer match about $57,153 at 4% or $38,102 at 6%; with 100% employer match about $42,865 at 4% or $28,577 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 15 | $746,800 | $51,438 | $3,429iApproximate average salary by contribution assumption: employee only about $85,730 at 4% or $57,153 at 6%; with 50% employer match about $57,153 at 4% or $38,102 at 6%; with 100% employer match about $42,865 at 4% or $28,577 at 6%. |
| 2012 | 1 | 17 | $575,879 | $46,974 | $2,763iApproximate average salary by contribution assumption: employee only about $69,079 at 4% or $46,053 at 6%; with 50% employer match about $46,053 at 4% or $30,702 at 6%; with 100% employer match about $34,540 at 4% or $23,026 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $575,879 | $46,974 | $2,763iApproximate average salary by contribution assumption: employee only about $69,079 at 4% or $46,053 at 6%; with 50% employer match about $46,053 at 4% or $30,702 at 6%; with 100% employer match about $34,540 at 4% or $23,026 at 6%. |
| 2011 | 1 | 16 | $461,258 | $42,502 | $2,656iApproximate average salary by contribution assumption: employee only about $66,409 at 4% or $44,273 at 6%; with 50% employer match about $44,273 at 4% or $29,515 at 6%; with 100% employer match about $33,205 at 4% or $22,136 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 16 | $461,258 | $42,502 | $2,656iApproximate average salary by contribution assumption: employee only about $66,409 at 4% or $44,273 at 6%; with 50% employer match about $44,273 at 4% or $29,515 at 6%; with 100% employer match about $33,205 at 4% or $22,136 at 6%. |
| 2010 | 1 | 17 | $501,164 | $54,178 | $3,187iApproximate average salary by contribution assumption: employee only about $79,674 at 4% or $53,116 at 6%; with 50% employer match about $53,116 at 4% or $35,410 at 6%; with 100% employer match about $39,837 at 4% or $26,558 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $501,164 | $54,178 | $3,187iApproximate average salary by contribution assumption: employee only about $79,674 at 4% or $53,116 at 6%; with 50% employer match about $53,116 at 4% or $35,410 at 6%; with 100% employer match about $39,837 at 4% or $26,558 at 6%. |
| 2009 | 1 | 17 | $425,414 | $56,199 | $3,306iApproximate average salary by contribution assumption: employee only about $82,646 at 4% or $55,097 at 6%; with 50% employer match about $55,097 at 4% or $36,731 at 6%; with 100% employer match about $41,323 at 4% or $27,549 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 17 | $425,414 | $56,199 | $3,306iApproximate average salary by contribution assumption: employee only about $82,646 at 4% or $55,097 at 6%; with 50% employer match about $55,097 at 4% or $36,731 at 6%; with 100% employer match about $41,323 at 4% or $27,549 at 6%. |
| 2008 | 1 | 19 | $288,233 | $52,486 | $2,762iApproximate average salary by contribution assumption: employee only about $69,061 at 4% or $46,040 at 6%; with 50% employer match about $46,040 at 4% or $30,694 at 6%; with 100% employer match about $34,530 at 4% or $23,020 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 19 | $288,233 | $52,486 | $2,762iApproximate average salary by contribution assumption: employee only about $69,061 at 4% or $46,040 at 6%; with 50% employer match about $46,040 at 4% or $30,694 at 6%; with 100% employer match about $34,530 at 4% or $23,020 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 15 | - | - | - |
| 2006 | 1 | 13 | $313,169 | $43,775 | $3,367iApproximate average salary by contribution assumption: employee only about $84,183 at 4% or $56,122 at 6%; with 50% employer match about $56,122 at 4% or $37,415 at 6%; with 100% employer match about $42,091 at 4% or $28,061 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 13 | $313,169 | $43,775 | $3,367iApproximate average salary by contribution assumption: employee only about $84,183 at 4% or $56,122 at 6%; with 50% employer match about $56,122 at 4% or $37,415 at 6%; with 100% employer match about $42,091 at 4% or $28,061 at 6%. |
| 2003 | 1 | 13 | $235,562 | $38,013 | $2,924iApproximate average salary by contribution assumption: employee only about $73,102 at 4% or $48,735 at 6%; with 50% employer match about $48,735 at 4% or $32,490 at 6%; with 100% employer match about $36,551 at 4% or $24,367 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 13 | $235,562 | $38,013 | $2,924iApproximate average salary by contribution assumption: employee only about $73,102 at 4% or $48,735 at 6%; with 50% employer match about $48,735 at 4% or $32,490 at 6%; with 100% employer match about $36,551 at 4% or $24,367 at 6%. |
| 2002 | 1 | 15 | $160,490 | $44,519 | $2,968iApproximate average salary by contribution assumption: employee only about $74,198 at 4% or $49,466 at 6%; with 50% employer match about $49,466 at 4% or $32,977 at 6%; with 100% employer match about $37,099 at 4% or $24,733 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 15 | $160,490 | $44,519 | $2,968iApproximate average salary by contribution assumption: employee only about $74,198 at 4% or $49,466 at 6%; with 50% employer match about $49,466 at 4% or $32,977 at 6%; with 100% employer match about $37,099 at 4% or $24,733 at 6%. |
| 2001 | 1 | 13 | $164,455 | $50,049 | $3,850iApproximate average salary by contribution assumption: employee only about $96,248 at 4% or $64,165 at 6%; with 50% employer match about $64,165 at 4% or $42,777 at 6%; with 100% employer match about $48,124 at 4% or $32,083 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 13 | $164,455 | $50,049 | $3,850iApproximate average salary by contribution assumption: employee only about $96,248 at 4% or $64,165 at 6%; with 50% employer match about $64,165 at 4% or $42,777 at 6%; with 100% employer match about $48,124 at 4% or $32,083 at 6%. |
| 1999 | 1 | 13 | $142,725 | $54,144 | $4,165iApproximate average salary by contribution assumption: employee only about $104,123 at 4% or $69,415 at 6%; with 50% employer match about $69,415 at 4% or $46,277 at 6%; with 100% employer match about $52,062 at 4% or $34,708 at 6%. |
| Sussman & Associates 401(K) Profit Sharing Plan and Trust | - | 13 | $142,725 | $54,144 | $4,165iApproximate average salary by contribution assumption: employee only about $104,123 at 4% or $69,415 at 6%; with 50% employer match about $69,415 at 4% or $46,277 at 6%; with 100% employer match about $52,062 at 4% or $34,708 at 6%. |