A D Susman & Associates Inc
Plan context: A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN
EIN 76-0691489 • San Jose, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$10,901
2023 Contributions
$8,529
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $8,529 | - |
| A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | - | 0 | $0 | $8,529 | - |
| 2022 | 1 | 10 | $0 | $51,483 | $5,148iApproximate average salary by contribution assumption: employee only about $128,708 at 4% or $85,805 at 6%; with 50% employer match about $85,805 at 4% or $57,203 at 6%; with 100% employer match about $64,354 at 4% or $42,903 at 6%. |
| A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | - | 10 | $0 | $51,483 | $5,148iApproximate average salary by contribution assumption: employee only about $128,708 at 4% or $85,805 at 6%; with 50% employer match about $85,805 at 4% or $57,203 at 6%; with 100% employer match about $64,354 at 4% or $42,903 at 6%. |
| 2021 | 1 | 5 | $10,901 | $36,799 | $7,360iApproximate average salary by contribution assumption: employee only about $183,995 at 4% or $122,663 at 6%; with 50% employer match about $122,663 at 4% or $81,776 at 6%; with 100% employer match about $91,998 at 4% or $61,332 at 6%. |
| A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | - | 5 | $10,901 | $36,799 | $7,360iApproximate average salary by contribution assumption: employee only about $183,995 at 4% or $122,663 at 6%; with 50% employer match about $122,663 at 4% or $81,776 at 6%; with 100% employer match about $91,998 at 4% or $61,332 at 6%. |
| 2020 | 1 | 5 | $2,906 | $27,913 | $5,583iApproximate average salary by contribution assumption: employee only about $139,565 at 4% or $93,043 at 6%; with 50% employer match about $93,043 at 4% or $62,029 at 6%; with 100% employer match about $69,783 at 4% or $46,522 at 6%. |
| A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | - | 5 | $2,906 | $27,913 | $5,583iApproximate average salary by contribution assumption: employee only about $139,565 at 4% or $93,043 at 6%; with 50% employer match about $93,043 at 4% or $62,029 at 6%; with 100% employer match about $69,783 at 4% or $46,522 at 6%. |
| 2019 | 1 | 15 | $2,510 | $34,061 | $2,271iApproximate average salary by contribution assumption: employee only about $56,768 at 4% or $37,846 at 6%; with 50% employer match about $37,846 at 4% or $25,230 at 6%; with 100% employer match about $28,384 at 4% or $18,923 at 6%. |
| A D SUSMAN & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | - | 15 | $2,510 | $34,061 | $2,271iApproximate average salary by contribution assumption: employee only about $56,768 at 4% or $37,846 at 6%; with 50% employer match about $37,846 at 4% or $25,230 at 6%; with 100% employer match about $28,384 at 4% or $18,923 at 6%. |
| 2016 | 1 | 32 | $0 | $0 | - |
| A D Susman & Associates Inc Erisa Plan | - | 32 | - | - | - |