AI3 ADVISERS
Plan context: AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-4239460 • Mays Landing, NJ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$141,541
2025 Contributions
$55,647
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 | 3 | $141,541 | $55,647 | $18,549iApproximate average salary by contribution assumption: employee only about $463,725 at 4% or $309,150 at 6%; with 50% employer match about $309,150 at 4% or $206,100 at 6%; with 100% employer match about $231,863 at 4% or $154,575 at 6%. |
| AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $141,541 | $55,647 | $18,549iApproximate average salary by contribution assumption: employee only about $463,725 at 4% or $309,150 at 6%; with 50% employer match about $309,150 at 4% or $206,100 at 6%; with 100% employer match about $231,863 at 4% or $154,575 at 6%. |
| 2024 | 1 | 3 | $70,374 | $20,545 | $6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,093 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%. |
| AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $70,374 | $20,545 | $6,848iApproximate average salary by contribution assumption: employee only about $171,208 at 4% or $114,139 at 6%; with 50% employer match about $114,139 at 4% or $76,093 at 6%; with 100% employer match about $85,604 at 4% or $57,069 at 6%. |
| 2023 | 1 | 2 | $43,739 | $15,918 | $7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $43,739 | $15,918 | $7,959iApproximate average salary by contribution assumption: employee only about $198,975 at 4% or $132,650 at 6%; with 50% employer match about $132,650 at 4% or $88,433 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| 2021 | 1 | 2 | $17,460 | $7,456 | $3,728iApproximate average salary by contribution assumption: employee only about $93,200 at 4% or $62,133 at 6%; with 50% employer match about $62,133 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,067 at 6%. |
| AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $17,460 | $7,456 | $3,728iApproximate average salary by contribution assumption: employee only about $93,200 at 4% or $62,133 at 6%; with 50% employer match about $62,133 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,067 at 6%. |
| 2020 | 1 | 2 | $7,905 | $6,833 | $3,417iApproximate average salary by contribution assumption: employee only about $85,413 at 4% or $56,942 at 6%; with 50% employer match about $56,942 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%. |
| AI3 ADVISERS 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $7,905 | $6,833 | $3,417iApproximate average salary by contribution assumption: employee only about $85,413 at 4% or $56,942 at 6%; with 50% employer match about $56,942 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%. |