Bill Poss & Associates
Plan context: Bill Poss & Associates 401K Savings and Profit Sharing Plan
EIN 84-1120008 • Aspen, CO • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$6,081,431
2024 Contributions
$796,550
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 | 1 | 59 | $6,081,431 | $796,550 | $13,501iApproximate average salary by contribution assumption: employee only about $337,521 at 4% or $225,014 at 6%; with 50% employer match about $225,014 at 4% or $150,009 at 6%; with 100% employer match about $168,761 at 4% or $112,507 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 59 | $6,081,431 | $796,550 | $13,501iApproximate average salary by contribution assumption: employee only about $337,521 at 4% or $225,014 at 6%; with 50% employer match about $225,014 at 4% or $150,009 at 6%; with 100% employer match about $168,761 at 4% or $112,507 at 6%. |
| 2023 | 1 | 56 | $5,727,893 | $709,935 | $12,677iApproximate average salary by contribution assumption: employee only about $316,935 at 4% or $211,290 at 6%; with 50% employer match about $211,290 at 4% or $140,860 at 6%; with 100% employer match about $158,468 at 4% or $105,645 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 56 | $5,727,893 | $709,935 | $12,677iApproximate average salary by contribution assumption: employee only about $316,935 at 4% or $211,290 at 6%; with 50% employer match about $211,290 at 4% or $140,860 at 6%; with 100% employer match about $158,468 at 4% or $105,645 at 6%. |
| 2022 | 1 | 43 | $5,129,165 | $532,533 | $12,384iApproximate average salary by contribution assumption: employee only about $309,612 at 4% or $206,408 at 6%; with 50% employer match about $206,408 at 4% or $137,605 at 6%; with 100% employer match about $154,806 at 4% or $103,204 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 43 | $5,129,165 | $532,533 | $12,384iApproximate average salary by contribution assumption: employee only about $309,612 at 4% or $206,408 at 6%; with 50% employer match about $206,408 at 4% or $137,605 at 6%; with 100% employer match about $154,806 at 4% or $103,204 at 6%. |
| 2021 | 1 | 38 | $7,284,798 | $321,251 | $8,454iApproximate average salary by contribution assumption: employee only about $211,349 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 38 | $7,284,798 | $321,251 | $8,454iApproximate average salary by contribution assumption: employee only about $211,349 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%. |
| 2020 | 1 | 35 | $6,919,463 | $252,846 | $7,224iApproximate average salary by contribution assumption: employee only about $180,604 at 4% or $120,403 at 6%; with 50% employer match about $120,403 at 4% or $80,269 at 6%; with 100% employer match about $90,302 at 4% or $60,201 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 35 | $6,919,463 | $252,846 | $7,224iApproximate average salary by contribution assumption: employee only about $180,604 at 4% or $120,403 at 6%; with 50% employer match about $120,403 at 4% or $80,269 at 6%; with 100% employer match about $90,302 at 4% or $60,201 at 6%. |
| 2019 | 1 | 38 | $6,507,063 | $249,512 | $6,566iApproximate average salary by contribution assumption: employee only about $164,153 at 4% or $109,435 at 6%; with 50% employer match about $109,435 at 4% or $72,957 at 6%; with 100% employer match about $82,076 at 4% or $54,718 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 38 | $6,507,063 | $249,512 | $6,566iApproximate average salary by contribution assumption: employee only about $164,153 at 4% or $109,435 at 6%; with 50% employer match about $109,435 at 4% or $72,957 at 6%; with 100% employer match about $82,076 at 4% or $54,718 at 6%. |
| 2018 | 1 | 39 | $5,968,654 | $253,288 | $6,495iApproximate average salary by contribution assumption: employee only about $162,364 at 4% or $108,243 at 6%; with 50% employer match about $108,243 at 4% or $72,162 at 6%; with 100% employer match about $81,182 at 4% or $54,121 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 39 | $5,968,654 | $253,288 | $6,495iApproximate average salary by contribution assumption: employee only about $162,364 at 4% or $108,243 at 6%; with 50% employer match about $108,243 at 4% or $72,162 at 6%; with 100% employer match about $81,182 at 4% or $54,121 at 6%. |
| 2017 | 1 | 40 | $6,104,219 | $254,300 | $6,358iApproximate average salary by contribution assumption: employee only about $158,938 at 4% or $105,958 at 6%; with 50% employer match about $105,958 at 4% or $70,639 at 6%; with 100% employer match about $79,469 at 4% or $52,979 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 40 | $6,104,219 | $254,300 | $6,358iApproximate average salary by contribution assumption: employee only about $158,938 at 4% or $105,958 at 6%; with 50% employer match about $105,958 at 4% or $70,639 at 6%; with 100% employer match about $79,469 at 4% or $52,979 at 6%. |
| 2016 | 1 | 42 | $5,472,575 | $208,395 | $4,962iApproximate average salary by contribution assumption: employee only about $124,045 at 4% or $82,696 at 6%; with 50% employer match about $82,696 at 4% or $55,131 at 6%; with 100% employer match about $62,022 at 4% or $41,348 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 42 | $5,472,575 | $208,395 | $4,962iApproximate average salary by contribution assumption: employee only about $124,045 at 4% or $82,696 at 6%; with 50% employer match about $82,696 at 4% or $55,131 at 6%; with 100% employer match about $62,022 at 4% or $41,348 at 6%. |
| 2015 | 1 | 51 | $5,327,469 | $212,510 | $4,167iApproximate average salary by contribution assumption: employee only about $104,172 at 4% or $69,448 at 6%; with 50% employer match about $69,448 at 4% or $46,298 at 6%; with 100% employer match about $52,086 at 4% or $34,724 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 51 | $5,327,469 | $212,510 | $4,167iApproximate average salary by contribution assumption: employee only about $104,172 at 4% or $69,448 at 6%; with 50% employer match about $69,448 at 4% or $46,298 at 6%; with 100% employer match about $52,086 at 4% or $34,724 at 6%. |
| 2014 | 1 | 51 | $5,977,360 | $182,016 | $3,569iApproximate average salary by contribution assumption: employee only about $89,224 at 4% or $59,482 at 6%; with 50% employer match about $59,482 at 4% or $39,655 at 6%; with 100% employer match about $44,612 at 4% or $29,741 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 51 | $5,977,360 | $182,016 | $3,569iApproximate average salary by contribution assumption: employee only about $89,224 at 4% or $59,482 at 6%; with 50% employer match about $59,482 at 4% or $39,655 at 6%; with 100% employer match about $44,612 at 4% or $29,741 at 6%. |
| 2013 | 1 | 44 | $5,605,072 | $227,930 | $5,180iApproximate average salary by contribution assumption: employee only about $129,506 at 4% or $86,337 at 6%; with 50% employer match about $86,337 at 4% or $57,558 at 6%; with 100% employer match about $64,753 at 4% or $43,169 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 44 | $5,605,072 | $227,930 | $5,180iApproximate average salary by contribution assumption: employee only about $129,506 at 4% or $86,337 at 6%; with 50% employer match about $86,337 at 4% or $57,558 at 6%; with 100% employer match about $64,753 at 4% or $43,169 at 6%. |
| 2012 | 1 | 45 | $4,274,533 | $147,082 | $3,268iApproximate average salary by contribution assumption: employee only about $81,712 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,237 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 45 | $4,274,533 | $147,082 | $3,268iApproximate average salary by contribution assumption: employee only about $81,712 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,237 at 6%. |
| 2011 | 1 | 44 | $3,848,728 | $125,335 | $2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 44 | $3,848,728 | $125,335 | $2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%. |
| 2010 | 1 | 52 | $4,017,725 | $97,750 | $1,880iApproximate average salary by contribution assumption: employee only about $46,995 at 4% or $31,330 at 6%; with 50% employer match about $31,330 at 4% or $20,887 at 6%; with 100% employer match about $23,498 at 4% or $15,665 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 52 | $4,017,725 | $97,750 | $1,880iApproximate average salary by contribution assumption: employee only about $46,995 at 4% or $31,330 at 6%; with 50% employer match about $31,330 at 4% or $20,887 at 6%; with 100% employer match about $23,498 at 4% or $15,665 at 6%. |
| 2009 | 1 | 56 | $3,789,798 | $223,785 | $3,996iApproximate average salary by contribution assumption: employee only about $99,904 at 4% or $66,603 at 6%; with 50% employer match about $66,603 at 4% or $44,402 at 6%; with 100% employer match about $49,952 at 4% or $33,301 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 56 | $3,789,798 | $223,785 | $3,996iApproximate average salary by contribution assumption: employee only about $99,904 at 4% or $66,603 at 6%; with 50% employer match about $66,603 at 4% or $44,402 at 6%; with 100% employer match about $49,952 at 4% or $33,301 at 6%. |
| 2008 | 1 | 45 | $3,113,335 | $557,558 | $12,390iApproximate average salary by contribution assumption: employee only about $309,754 at 4% or $206,503 at 6%; with 50% employer match about $206,503 at 4% or $137,669 at 6%; with 100% employer match about $154,877 at 4% or $103,251 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 45 | $3,113,335 | $557,558 | $12,390iApproximate average salary by contribution assumption: employee only about $309,754 at 4% or $206,503 at 6%; with 50% employer match about $206,503 at 4% or $137,669 at 6%; with 100% employer match about $154,877 at 4% or $103,251 at 6%. |
| 2007 | 1 | 47 | $0 | $0 | - |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 47 | - | - | - |
| 2006 | 1 | 34 | $3,643,205 | $500,105 | $14,709iApproximate average salary by contribution assumption: employee only about $367,724 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,862 at 4% or $122,575 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 34 | $3,643,205 | $500,105 | $14,709iApproximate average salary by contribution assumption: employee only about $367,724 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,862 at 4% or $122,575 at 6%. |
| 2004 | 1 | 33 | $2,361,232 | $385,989 | $11,697iApproximate average salary by contribution assumption: employee only about $292,416 at 4% or $194,944 at 6%; with 50% employer match about $194,944 at 4% or $129,963 at 6%; with 100% employer match about $146,208 at 4% or $97,472 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 33 | $2,361,232 | $385,989 | $11,697iApproximate average salary by contribution assumption: employee only about $292,416 at 4% or $194,944 at 6%; with 50% employer match about $194,944 at 4% or $129,963 at 6%; with 100% employer match about $146,208 at 4% or $97,472 at 6%. |
| 2003 | 1 | 36 | $1,821,153 | $369,663 | $10,268iApproximate average salary by contribution assumption: employee only about $256,710 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,094 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 36 | $1,821,153 | $369,663 | $10,268iApproximate average salary by contribution assumption: employee only about $256,710 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,094 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%. |
| 2002 | 1 | 29 | $1,111,627 | $293,424 | $10,118iApproximate average salary by contribution assumption: employee only about $252,952 at 4% or $168,634 at 6%; with 50% employer match about $168,634 at 4% or $112,423 at 6%; with 100% employer match about $126,476 at 4% or $84,317 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 29 | $1,111,627 | $293,424 | $10,118iApproximate average salary by contribution assumption: employee only about $252,952 at 4% or $168,634 at 6%; with 50% employer match about $168,634 at 4% or $112,423 at 6%; with 100% employer match about $126,476 at 4% or $84,317 at 6%. |
| 2001 | 1 | 24 | $1,128,872 | $230,407 | $9,600iApproximate average salary by contribution assumption: employee only about $240,007 at 4% or $160,005 at 6%; with 50% employer match about $160,005 at 4% or $106,670 at 6%; with 100% employer match about $120,004 at 4% or $80,002 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 24 | $1,128,872 | $230,407 | $9,600iApproximate average salary by contribution assumption: employee only about $240,007 at 4% or $160,005 at 6%; with 50% employer match about $160,005 at 4% or $106,670 at 6%; with 100% employer match about $120,004 at 4% or $80,002 at 6%. |
| 2000 | 1 | 24 | $1,212,854 | $222,899 | $9,287iApproximate average salary by contribution assumption: employee only about $232,186 at 4% or $154,791 at 6%; with 50% employer match about $154,791 at 4% or $103,194 at 6%; with 100% employer match about $116,093 at 4% or $77,395 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 24 | $1,212,854 | $222,899 | $9,287iApproximate average salary by contribution assumption: employee only about $232,186 at 4% or $154,791 at 6%; with 50% employer match about $154,791 at 4% or $103,194 at 6%; with 100% employer match about $116,093 at 4% or $77,395 at 6%. |
| 1999 | 1 | 23 | $1,311,678 | $156,209 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,195 at 6%; with 50% employer match about $113,195 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |
| Bill Poss & Associates 401K Savings and Profit Sharing Plan | - | 23 | $1,311,678 | $156,209 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,195 at 6%; with 50% employer match about $113,195 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |