Conley Partnership Inc.
Plan context: Conley Partnership Inc. Retirement Plan
EIN 81-4230194 • Plain City, OH • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,961,414
2024 Contributions
$11,062
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 | 15 | $2,961,414 | $11,062 | $737iApproximate average salary by contribution assumption: employee only about $18,437 at 4% or $12,291 at 6%; with 50% employer match about $12,291 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,146 at 6%. |
| Conley Partnership Inc. Retirement Plan | - | 15 | $2,948,111 | - | - |
| CONLEY PARTNERSHIP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $13,303 | $11,062 | $2,212iApproximate average salary by contribution assumption: employee only about $55,310 at 4% or $36,873 at 6%; with 50% employer match about $36,873 at 4% or $24,582 at 6%; with 100% employer match about $27,655 at 4% or $18,437 at 6%. |
| 2023 | 2 | 14 | $2,484,930 | $3,022 | $216iApproximate average salary by contribution assumption: employee only about $5,396 at 4% or $3,598 at 6%; with 50% employer match about $3,598 at 4% or $2,398 at 6%; with 100% employer match about $2,698 at 4% or $1,799 at 6%. |
| Conley Partnership Inc. Retirement Plan | - | 14 | $2,481,674 | - | - |
| CONLEY PARTNERSHIP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $3,256 | $3,022 | $1,007iApproximate average salary by contribution assumption: employee only about $25,183 at 4% or $16,789 at 6%; with 50% employer match about $16,789 at 4% or $11,193 at 6%; with 100% employer match about $12,592 at 4% or $8,394 at 6%. |
| 2022 | 1 | 12 | $2,355,048 | $9,701 | $808iApproximate average salary by contribution assumption: employee only about $20,210 at 4% or $13,474 at 6%; with 50% employer match about $13,474 at 4% or $8,982 at 6%; with 100% employer match about $10,105 at 4% or $6,737 at 6%. |
| Conley Partnership Inc. Retirement Plan | - | 12 | $2,355,048 | $9,701 | $808iApproximate average salary by contribution assumption: employee only about $20,210 at 4% or $13,474 at 6%; with 50% employer match about $13,474 at 4% or $8,982 at 6%; with 100% employer match about $10,105 at 4% or $6,737 at 6%. |
| 2021 | 1 | 11 | $1,134,306 | $0 | - |
| Conley Partnership Inc. Retirement Plan | - | 11 | $1,134,306 | - | - |
| 2020 | 1 | 8 | $1,016,424 | $0 | - |
| Conley Partnership Inc. Retirement Plan | - | 8 | $1,016,424 | - | - |
| 2019 | 1 | 2 | $817,565 | $0 | - |
| Conley Partnership Inc. Retirement Plan | - | 2 | $817,565 | - | - |
| 2018 | 1 | 2 | $857,218 | $878,186 | $439,093iApproximate average salary by contribution assumption: employee only about $10,977,325 at 4% or $7,318,217 at 6%; with 50% employer match about $7,318,217 at 4% or $4,878,811 at 6%; with 100% employer match about $5,488,663 at 4% or $3,659,108 at 6%. |
| Conley Partnership Inc. Retirement Plan | - | 2 | $857,218 | $878,186 | $439,093iApproximate average salary by contribution assumption: employee only about $10,977,325 at 4% or $7,318,217 at 6%; with 50% employer match about $7,318,217 at 4% or $4,878,811 at 6%; with 100% employer match about $5,488,663 at 4% or $3,659,108 at 6%. |
| 2017 | 1 | 2 | $199,731 | $63,075 | $31,538iApproximate average salary by contribution assumption: employee only about $788,438 at 4% or $525,625 at 6%; with 50% employer match about $525,625 at 4% or $350,417 at 6%; with 100% employer match about $394,219 at 4% or $262,813 at 6%. |
| Conley Partnership Inc. Retirement Plan | - | 2 | $199,731 | $63,075 | $31,538iApproximate average salary by contribution assumption: employee only about $788,438 at 4% or $525,625 at 6%; with 50% employer match about $525,625 at 4% or $350,417 at 6%; with 100% employer match about $394,219 at 4% or $262,813 at 6%. |
| 2016 | 1 | 2 | $0 | $0 | - |
| Conley Partnership Inc. Retirement Plan | - | 2 | - | - | - |