Current Snapshot
Latest Year
2024
2024 Participants
358
2024 Assets
$77,421,292
2024 Contributions
$8,456,384
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 | 2 | 358 | $77,421,292 | $8,456,384 | $23,621iApproximate average salary by contribution assumption: employee only about $590,530 at 4% or $393,686 at 6%; with 50% employer match about $393,686 at 4% or $262,458 at 6%; with 100% employer match about $295,265 at 4% or $196,843 at 6%. |
| Sax LLP Savings and Investment Plan | - | 358 | $77,421,292 | $8,456,384 | $23,621iApproximate average salary by contribution assumption: employee only about $590,530 at 4% or $393,686 at 6%; with 50% employer match about $393,686 at 4% or $262,458 at 6%; with 100% employer match about $295,265 at 4% or $196,843 at 6%. |
| Sax LLP Welfare and Health Plans | - | 266 | - | - | - |
| 2023 | 2 | 317 | $65,954,617 | $7,146,606 | $22,544iApproximate average salary by contribution assumption: employee only about $563,612 at 4% or $375,742 at 6%; with 50% employer match about $375,742 at 4% or $250,494 at 6%; with 100% employer match about $281,806 at 4% or $187,871 at 6%. |
| Sax LLP Savings and Investment Plan | - | 317 | $65,954,617 | $7,146,606 | $22,544iApproximate average salary by contribution assumption: employee only about $563,612 at 4% or $375,742 at 6%; with 50% employer match about $375,742 at 4% or $250,494 at 6%; with 100% employer match about $281,806 at 4% or $187,871 at 6%. |
| Sax LLP Welfare and Health Plans | - | 224 | - | - | - |
| 2022 | 2 | 305 | $55,355,257 | $5,087,415 | $16,680iApproximate average salary by contribution assumption: employee only about $417,001 at 4% or $278,001 at 6%; with 50% employer match about $278,001 at 4% or $185,334 at 6%; with 100% employer match about $208,501 at 4% or $139,000 at 6%. |
| Sax LLP Savings and Investment Plan | - | 305 | $55,355,257 | $5,087,415 | $16,680iApproximate average salary by contribution assumption: employee only about $417,001 at 4% or $278,001 at 6%; with 50% employer match about $278,001 at 4% or $185,334 at 6%; with 100% employer match about $208,501 at 4% or $139,000 at 6%. |
| Sax LLP Welfare and Health Plans | - | 148 | - | - | - |
| 2021 | 2 | 208 | $59,984,435 | $3,867,916 | $18,596iApproximate average salary by contribution assumption: employee only about $464,894 at 4% or $309,929 at 6%; with 50% employer match about $309,929 at 4% or $206,619 at 6%; with 100% employer match about $232,447 at 4% or $154,965 at 6%. |
| Sax LLP Savings and Investment Plan | - | 208 | $59,984,435 | $3,867,916 | $18,596iApproximate average salary by contribution assumption: employee only about $464,894 at 4% or $309,929 at 6%; with 50% employer match about $309,929 at 4% or $206,619 at 6%; with 100% employer match about $232,447 at 4% or $154,965 at 6%. |
| Sax LLP Welfare and Health Plans | - | 161 | - | - | - |
| 2020 | 2 | 193 | $52,844,577 | $3,287,454 | $17,033iApproximate average salary by contribution assumption: employee only about $425,836 at 4% or $283,891 at 6%; with 50% employer match about $283,891 at 4% or $189,260 at 6%; with 100% employer match about $212,918 at 4% or $141,945 at 6%. |
| Sax LLP Savings and Investment Plan | - | 193 | $52,844,577 | $3,287,454 | $17,033iApproximate average salary by contribution assumption: employee only about $425,836 at 4% or $283,891 at 6%; with 50% employer match about $283,891 at 4% or $189,260 at 6%; with 100% employer match about $212,918 at 4% or $141,945 at 6%. |
| Sax LLP Welfare and Health Plans | - | 164 | - | - | - |
| 2019 | 2 | 194 | $48,525,732 | $10,535,486 | $54,307iApproximate average salary by contribution assumption: employee only about $1,357,666 at 4% or $905,110 at 6%; with 50% employer match about $905,110 at 4% or $603,407 at 6%; with 100% employer match about $678,833 at 4% or $452,555 at 6%. |
| Sax LLP Savings and Investment Plan | - | 194 | $48,525,732 | $10,535,486 | $54,307iApproximate average salary by contribution assumption: employee only about $1,357,666 at 4% or $905,110 at 6%; with 50% employer match about $905,110 at 4% or $603,407 at 6%; with 100% employer match about $678,833 at 4% or $452,555 at 6%. |
| Sax LLP Welfare and Health Plans | - | 174 | - | - | - |
| 2018 | 2 | 178 | $35,692,044 | $6,204,195 | $34,855iApproximate average salary by contribution assumption: employee only about $871,376 at 4% or $580,917 at 6%; with 50% employer match about $580,917 at 4% or $387,278 at 6%; with 100% employer match about $435,688 at 4% or $290,459 at 6%. |
| Sax LLP Savings and Investment Plan | - | 178 | $35,692,044 | $6,204,195 | $34,855iApproximate average salary by contribution assumption: employee only about $871,376 at 4% or $580,917 at 6%; with 50% employer match about $580,917 at 4% or $387,278 at 6%; with 100% employer match about $435,688 at 4% or $290,459 at 6%. |
| Sax LLP Welfare and Health Plans | - | 134 | - | - | - |
| 2017 | 2 | 139 | $25,070,983 | $3,057,020 | $21,993iApproximate average salary by contribution assumption: employee only about $549,824 at 4% or $366,549 at 6%; with 50% employer match about $366,549 at 4% or $244,366 at 6%; with 100% employer match about $274,912 at 4% or $183,275 at 6%. |
| Sax LLP Savings and Investment Plan | - | 139 | $25,070,983 | $3,057,020 | $21,993iApproximate average salary by contribution assumption: employee only about $549,824 at 4% or $366,549 at 6%; with 50% employer match about $366,549 at 4% or $244,366 at 6%; with 100% employer match about $274,912 at 4% or $183,275 at 6%. |
| Sax LLP Welfare and Health Plans | - | 114 | - | - | - |