CONGRESS ASSOCIATES
Plan context: CONGRESS ASSOCIATES 401(K) PLAN
EIN 82-1823858 • Guilford, CT • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$915,052
2025 Contributions
$174,935
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 | 5 | $915,052 | $174,935 | $34,987iApproximate average salary by contribution assumption: employee only about $874,675 at 4% or $583,117 at 6%; with 50% employer match about $583,117 at 4% or $388,744 at 6%; with 100% employer match about $437,338 at 4% or $291,558 at 6%. |
| CONGRESS ASSOCIATES 401(K) PLAN | - | 5 | $915,052 | $174,935 | $34,987iApproximate average salary by contribution assumption: employee only about $874,675 at 4% or $583,117 at 6%; with 50% employer match about $583,117 at 4% or $388,744 at 6%; with 100% employer match about $437,338 at 4% or $291,558 at 6%. |
| 2024 | 1 | 4 | $643,674 | $147,925 | $36,981iApproximate average salary by contribution assumption: employee only about $924,531 at 4% or $616,354 at 6%; with 50% employer match about $616,354 at 4% or $410,903 at 6%; with 100% employer match about $462,266 at 4% or $308,177 at 6%. |
| CONGRESS ASSOCIATES 401(K) PLAN | - | 4 | $643,674 | $147,925 | $36,981iApproximate average salary by contribution assumption: employee only about $924,531 at 4% or $616,354 at 6%; with 50% employer match about $616,354 at 4% or $410,903 at 6%; with 100% employer match about $462,266 at 4% or $308,177 at 6%. |
| 2023 | 1 | 4 | $451,367 | $139,843 | $34,961iApproximate average salary by contribution assumption: employee only about $874,019 at 4% or $582,679 at 6%; with 50% employer match about $582,679 at 4% or $388,453 at 6%; with 100% employer match about $437,009 at 4% or $291,340 at 6%. |
| CONGRESS ASSOCIATES 401(K) PLAN | - | 4 | $451,367 | $139,843 | $34,961iApproximate average salary by contribution assumption: employee only about $874,019 at 4% or $582,679 at 6%; with 50% employer match about $582,679 at 4% or $388,453 at 6%; with 100% employer match about $437,009 at 4% or $291,340 at 6%. |
| 2022 | 1 | 2 | $288,553 | $98,187 | $49,094iApproximate average salary by contribution assumption: employee only about $1,227,338 at 4% or $818,225 at 6%; with 50% employer match about $818,225 at 4% or $545,483 at 6%; with 100% employer match about $613,669 at 4% or $409,113 at 6%. |
| CONGRESS ASSOCIATES 401(K) PLAN | - | 2 | $288,553 | $98,187 | $49,094iApproximate average salary by contribution assumption: employee only about $1,227,338 at 4% or $818,225 at 6%; with 50% employer match about $818,225 at 4% or $545,483 at 6%; with 100% employer match about $613,669 at 4% or $409,113 at 6%. |
| 2021 | 1 | 2 | $244,085 | $114,625 | $57,313iApproximate average salary by contribution assumption: employee only about $1,432,813 at 4% or $955,208 at 6%; with 50% employer match about $955,208 at 4% or $636,806 at 6%; with 100% employer match about $716,406 at 4% or $477,604 at 6%. |
| CONGRESS ASSOCIATES 401(K) PLAN | - | 2 | $244,085 | $114,625 | $57,313iApproximate average salary by contribution assumption: employee only about $1,432,813 at 4% or $955,208 at 6%; with 50% employer match about $955,208 at 4% or $636,806 at 6%; with 100% employer match about $716,406 at 4% or $477,604 at 6%. |
| 2020 | 1 | 1 | $104,808 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| CONGRESS ASSOCIATES 401K | - | 1 | $104,808 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| 2019 | 1 | 1 | $29,371 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| CONGRESS ASSOCIATES 401K | - | 1 | $29,371 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2018 | 1 | 1 | $6,989 | $4,500 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| CONGRESS ASSOCIATES 401K | - | 1 | $6,989 | $4,500 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2017 | 1 | 1 | $2,991 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| CONGRESS ASSOCIATES 401K | - | 1 | $2,991 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |