Civic Intelligence

Aarete Inc

Plan context: Aarete Employee Stock Ownership Plan

EIN 82-4403675 • 10 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

319

2024 Assets

$147,333,137

2024 Contributions

$7,614,525

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$147,333,137$73,666,569$0201820212024YearValue
$147,333,137Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3191600201820212024YearValue
319Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243319$147,333,137$7,614,525$23,870iApproximate average salary by contribution assumption: employee only about $596,750 at 4% or $397,833 at 6%; with 50% employer match about $397,833 at 4% or $265,222 at 6%; with 100% employer match about $298,375 at 4% or $198,917 at 6%.
Aarete Employee Stock Ownership Plan-244$116,307,562$2,553,283$10,464iApproximate average salary by contribution assumption: employee only about $261,607 at 4% or $174,405 at 6%; with 50% employer match about $174,405 at 4% or $116,270 at 6%; with 100% employer match about $130,803 at 4% or $87,202 at 6%.
Aarete Inc. 401(K) Profit Sharing Plan and Trust-278$31,025,575$5,061,242$18,206iApproximate average salary by contribution assumption: employee only about $455,148 at 4% or $303,432 at 6%; with 50% employer match about $303,432 at 4% or $202,288 at 6%; with 100% employer match about $227,574 at 4% or $151,716 at 6%.
Aarete Welfare Benefits Plan-319---
20232260$135,167,678$8,471,540$32,583iApproximate average salary by contribution assumption: employee only about $814,571 at 4% or $543,047 at 6%; with 50% employer match about $543,047 at 4% or $362,032 at 6%; with 100% employer match about $407,286 at 4% or $271,524 at 6%.
Aarete Employee Stock Ownership Plan-228$110,964,629$3,863,435$16,945iApproximate average salary by contribution assumption: employee only about $423,622 at 4% or $282,415 at 6%; with 50% employer match about $282,415 at 4% or $188,277 at 6%; with 100% employer match about $211,811 at 4% or $141,207 at 6%.
Aarete Inc. 401(K) Profit Sharing Plan and Trust-260$24,203,049$4,608,105$17,723iApproximate average salary by contribution assumption: employee only about $443,087 at 4% or $295,391 at 6%; with 50% employer match about $295,391 at 4% or $196,928 at 6%; with 100% employer match about $221,544 at 4% or $147,696 at 6%.
20221180$76,732,281$3,217,991$17,878iApproximate average salary by contribution assumption: employee only about $446,943 at 4% or $297,962 at 6%; with 50% employer match about $297,962 at 4% or $198,641 at 6%; with 100% employer match about $223,472 at 4% or $148,981 at 6%.
Aarete Employee Stock Ownership Plan-180$76,732,281$3,217,991$17,878iApproximate average salary by contribution assumption: employee only about $446,943 at 4% or $297,962 at 6%; with 50% employer match about $297,962 at 4% or $198,641 at 6%; with 100% employer match about $223,472 at 4% or $148,981 at 6%.
20211155$78,848,476$3,780,921$24,393iApproximate average salary by contribution assumption: employee only about $609,826 at 4% or $406,551 at 6%; with 50% employer match about $406,551 at 4% or $271,034 at 6%; with 100% employer match about $304,913 at 4% or $203,275 at 6%.
Aarete Employee Stock Ownership Plan-155$78,848,476$3,780,921$24,393iApproximate average salary by contribution assumption: employee only about $609,826 at 4% or $406,551 at 6%; with 50% employer match about $406,551 at 4% or $271,034 at 6%; with 100% employer match about $304,913 at 4% or $203,275 at 6%.
20201196$58,800,000$2,557,628$13,049iApproximate average salary by contribution assumption: employee only about $326,228 at 4% or $217,485 at 6%; with 50% employer match about $217,485 at 4% or $144,990 at 6%; with 100% employer match about $163,114 at 4% or $108,743 at 6%.
Aarete Employee Stock Ownership Plan-196$58,800,000$2,557,628$13,049iApproximate average salary by contribution assumption: employee only about $326,228 at 4% or $217,485 at 6%; with 50% employer match about $217,485 at 4% or $144,990 at 6%; with 100% employer match about $163,114 at 4% or $108,743 at 6%.
20191132$33,000,000$2,553,283$19,343iApproximate average salary by contribution assumption: employee only about $483,576 at 4% or $322,384 at 6%; with 50% employer match about $322,384 at 4% or $214,923 at 6%; with 100% employer match about $241,788 at 4% or $161,192 at 6%.
Aarete Employee Stock Ownership Plan-132$33,000,000$2,553,283$19,343iApproximate average salary by contribution assumption: employee only about $483,576 at 4% or $322,384 at 6%; with 50% employer match about $322,384 at 4% or $214,923 at 6%; with 100% employer match about $241,788 at 4% or $161,192 at 6%.
2018198$26,000,000$2,182,532$22,271iApproximate average salary by contribution assumption: employee only about $556,768 at 4% or $371,179 at 6%; with 50% employer match about $371,179 at 4% or $247,453 at 6%; with 100% employer match about $278,384 at 4% or $185,589 at 6%.
Aarete Employee Stock Ownership Plan-98$26,000,000$2,182,532$22,271iApproximate average salary by contribution assumption: employee only about $556,768 at 4% or $371,179 at 6%; with 50% employer match about $371,179 at 4% or $247,453 at 6%; with 100% employer match about $278,384 at 4% or $185,589 at 6%.