Gervasio & Associates Inc.
Plan context: Gervasio & Associates Inc. 401K Plan
EIN 86-0322199 • Phoenix, AZ • 24 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
32
2023 Assets
$3,707,096
2023 Contributions
$138,675
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 32 | $3,707,096 | $138,675 | $4,334iApproximate average salary by contribution assumption: employee only about $108,340 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,151 at 6%; with 100% employer match about $54,170 at 4% or $36,113 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 32 | $3,707,096 | $138,675 | $4,334iApproximate average salary by contribution assumption: employee only about $108,340 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,151 at 6%; with 100% employer match about $54,170 at 4% or $36,113 at 6%. |
| 2022 | 1 | 35 | $5,072,995 | $193,356 | $5,524iApproximate average salary by contribution assumption: employee only about $138,111 at 4% or $92,074 at 6%; with 50% employer match about $92,074 at 4% or $61,383 at 6%; with 100% employer match about $69,056 at 4% or $46,037 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 35 | $5,072,995 | $193,356 | $5,524iApproximate average salary by contribution assumption: employee only about $138,111 at 4% or $92,074 at 6%; with 50% employer match about $92,074 at 4% or $61,383 at 6%; with 100% employer match about $69,056 at 4% or $46,037 at 6%. |
| 2021 | 1 | 37 | $4,555,897 | $112,513 | $3,041iApproximate average salary by contribution assumption: employee only about $76,022 at 4% or $50,682 at 6%; with 50% employer match about $50,682 at 4% or $33,788 at 6%; with 100% employer match about $38,011 at 4% or $25,341 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 37 | $4,555,897 | $112,513 | $3,041iApproximate average salary by contribution assumption: employee only about $76,022 at 4% or $50,682 at 6%; with 50% employer match about $50,682 at 4% or $33,788 at 6%; with 100% employer match about $38,011 at 4% or $25,341 at 6%. |
| 2020 | 1 | 38 | $5,504,309 | $555,129 | $14,609iApproximate average salary by contribution assumption: employee only about $365,216 at 4% or $243,478 at 6%; with 50% employer match about $243,478 at 4% or $162,318 at 6%; with 100% employer match about $182,608 at 4% or $121,739 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 38 | $5,504,309 | $555,129 | $14,609iApproximate average salary by contribution assumption: employee only about $365,216 at 4% or $243,478 at 6%; with 50% employer match about $243,478 at 4% or $162,318 at 6%; with 100% employer match about $182,608 at 4% or $121,739 at 6%. |
| 2019 | 1 | 39 | $5,342,284 | $180,941 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 39 | $5,342,284 | $180,941 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| 2018 | 1 | 38 | $6,043,661 | $167,128 | $4,398iApproximate average salary by contribution assumption: employee only about $109,953 at 4% or $73,302 at 6%; with 50% employer match about $73,302 at 4% or $48,868 at 6%; with 100% employer match about $54,976 at 4% or $36,651 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 38 | $6,043,661 | $167,128 | $4,398iApproximate average salary by contribution assumption: employee only about $109,953 at 4% or $73,302 at 6%; with 50% employer match about $73,302 at 4% or $48,868 at 6%; with 100% employer match about $54,976 at 4% or $36,651 at 6%. |
| 2017 | 1 | 40 | $5,769,796 | $170,273 | $4,257iApproximate average salary by contribution assumption: employee only about $106,421 at 4% or $70,947 at 6%; with 50% employer match about $70,947 at 4% or $47,298 at 6%; with 100% employer match about $53,210 at 4% or $35,474 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 40 | $5,769,796 | $170,273 | $4,257iApproximate average salary by contribution assumption: employee only about $106,421 at 4% or $70,947 at 6%; with 50% employer match about $70,947 at 4% or $47,298 at 6%; with 100% employer match about $53,210 at 4% or $35,474 at 6%. |
| 2016 | 1 | 39 | $5,118,573 | $191,986 | $4,923iApproximate average salary by contribution assumption: employee only about $123,068 at 4% or $82,045 at 6%; with 50% employer match about $82,045 at 4% or $54,697 at 6%; with 100% employer match about $61,534 at 4% or $41,023 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 39 | $5,118,573 | $191,986 | $4,923iApproximate average salary by contribution assumption: employee only about $123,068 at 4% or $82,045 at 6%; with 50% employer match about $82,045 at 4% or $54,697 at 6%; with 100% employer match about $61,534 at 4% or $41,023 at 6%. |
| 2015 | 1 | 39 | $4,385,214 | $180,216 | $4,621iApproximate average salary by contribution assumption: employee only about $115,523 at 4% or $77,015 at 6%; with 50% employer match about $77,015 at 4% or $51,344 at 6%; with 100% employer match about $57,762 at 4% or $38,508 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 39 | $4,385,214 | $180,216 | $4,621iApproximate average salary by contribution assumption: employee only about $115,523 at 4% or $77,015 at 6%; with 50% employer match about $77,015 at 4% or $51,344 at 6%; with 100% employer match about $57,762 at 4% or $38,508 at 6%. |
| 2014 | 1 | 41 | $3,908,130 | $170,163 | $4,150iApproximate average salary by contribution assumption: employee only about $103,758 at 4% or $69,172 at 6%; with 50% employer match about $69,172 at 4% or $46,115 at 6%; with 100% employer match about $51,879 at 4% or $34,586 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 41 | $3,908,130 | $170,163 | $4,150iApproximate average salary by contribution assumption: employee only about $103,758 at 4% or $69,172 at 6%; with 50% employer match about $69,172 at 4% or $46,115 at 6%; with 100% employer match about $51,879 at 4% or $34,586 at 6%. |
| 2013 | 1 | 40 | $3,772,758 | $152,274 | $3,807iApproximate average salary by contribution assumption: employee only about $95,171 at 4% or $63,448 at 6%; with 50% employer match about $63,448 at 4% or $42,298 at 6%; with 100% employer match about $47,586 at 4% or $31,724 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 40 | $3,772,758 | $152,274 | $3,807iApproximate average salary by contribution assumption: employee only about $95,171 at 4% or $63,448 at 6%; with 50% employer match about $63,448 at 4% or $42,298 at 6%; with 100% employer match about $47,586 at 4% or $31,724 at 6%. |
| 2012 | 1 | 42 | $3,333,218 | $163,025 | $3,882iApproximate average salary by contribution assumption: employee only about $97,039 at 4% or $64,692 at 6%; with 50% employer match about $64,692 at 4% or $43,128 at 6%; with 100% employer match about $48,519 at 4% or $32,346 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 42 | $3,333,218 | $163,025 | $3,882iApproximate average salary by contribution assumption: employee only about $97,039 at 4% or $64,692 at 6%; with 50% employer match about $64,692 at 4% or $43,128 at 6%; with 100% employer match about $48,519 at 4% or $32,346 at 6%. |
| 2011 | 2 | 46 | $4,809,717 | $440,841 | $9,584iApproximate average salary by contribution assumption: employee only about $239,588 at 4% or $159,725 at 6%; with 50% employer match about $159,725 at 4% or $106,483 at 6%; with 100% employer match about $119,794 at 4% or $79,863 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 41 | $2,915,063 | $193,367 | $4,716iApproximate average salary by contribution assumption: employee only about $117,907 at 4% or $78,604 at 6%; with 50% employer match about $78,604 at 4% or $52,403 at 6%; with 100% employer match about $58,953 at 4% or $39,302 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 46 | $1,894,654 | $247,474 | $5,380iApproximate average salary by contribution assumption: employee only about $134,497 at 4% or $89,664 at 6%; with 50% employer match about $89,664 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%. |
| 2010 | 1 | 35 | $2,442,696 | $223,206 | $6,377iApproximate average salary by contribution assumption: employee only about $159,433 at 4% or $106,289 at 6%; with 50% employer match about $106,289 at 4% or $70,859 at 6%; with 100% employer match about $79,716 at 4% or $53,144 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 35 | $2,442,696 | $223,206 | $6,377iApproximate average salary by contribution assumption: employee only about $159,433 at 4% or $106,289 at 6%; with 50% employer match about $106,289 at 4% or $70,859 at 6%; with 100% employer match about $79,716 at 4% or $53,144 at 6%. |
| 2009 | 1 | 47 | $2,299,984 | $222,668 | $4,738iApproximate average salary by contribution assumption: employee only about $118,440 at 4% or $78,960 at 6%; with 50% employer match about $78,960 at 4% or $52,640 at 6%; with 100% employer match about $59,220 at 4% or $39,480 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 47 | $2,299,984 | $222,668 | $4,738iApproximate average salary by contribution assumption: employee only about $118,440 at 4% or $78,960 at 6%; with 50% employer match about $78,960 at 4% or $52,640 at 6%; with 100% employer match about $59,220 at 4% or $39,480 at 6%. |
| 2008 | 1 | 46 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 46 | - | - | - |
| 2007 | 1 | 45 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 45 | - | - | - |
| 2006 | 1 | 33 | $1,658,046 | $279,521 | $8,470iApproximate average salary by contribution assumption: employee only about $211,758 at 4% or $141,172 at 6%; with 50% employer match about $141,172 at 4% or $94,115 at 6%; with 100% employer match about $105,879 at 4% or $70,586 at 6%. |
| Gervasio & Associates Inc. 401K Plan | - | 33 | $1,658,046 | $279,521 | $8,470iApproximate average salary by contribution assumption: employee only about $211,758 at 4% or $141,172 at 6%; with 50% employer match about $141,172 at 4% or $94,115 at 6%; with 100% employer match about $105,879 at 4% or $70,586 at 6%. |
| 2003 | 1 | 34 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 34 | - | - | - |
| 2002 | 1 | 25 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 25 | - | - | - |
| 2001 | 1 | 23 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 23 | - | - | - |
| 2000 | 1 | 31 | $0 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 31 | - | - | - |
| 1999 | 1 | 22 | $166,622 | $0 | - |
| Gervasio & Associates Inc. 401K Plan | - | 22 | $166,622 | - | - |