P.B. Bell Asset Management Inc.
Plan context: P.B. Bell Companies 401K Profit Sharing Plan
EIN 86-0677603 • 49 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
149
2024 Assets
$8,664,077
2024 Contributions
$681,007
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 | 2 | 149 | $8,664,077 | $681,007 | $4,571iApproximate average salary by contribution assumption: employee only about $114,263 at 4% or $76,175 at 6%; with 50% employer match about $76,175 at 4% or $50,784 at 6%; with 100% employer match about $57,131 at 4% or $38,088 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 135 | $8,664,077 | $681,007 | $5,044iApproximate average salary by contribution assumption: employee only about $126,112 at 4% or $84,075 at 6%; with 50% employer match about $84,075 at 4% or $56,050 at 6%; with 100% employer match about $63,056 at 4% or $42,037 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 149 | - | - | - |
| 2023 | 2 | 135 | $7,664,388 | $602,708 | $4,465iApproximate average salary by contribution assumption: employee only about $111,613 at 4% or $74,408 at 6%; with 50% employer match about $74,408 at 4% or $49,606 at 6%; with 100% employer match about $55,806 at 4% or $37,204 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 135 | $7,664,388 | $602,708 | $4,465iApproximate average salary by contribution assumption: employee only about $111,613 at 4% or $74,408 at 6%; with 50% employer match about $74,408 at 4% or $49,606 at 6%; with 100% employer match about $55,806 at 4% or $37,204 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 134 | - | - | - |
| 2022 | 2 | 128 | $6,947,797 | $624,796 | $4,881iApproximate average salary by contribution assumption: employee only about $122,030 at 4% or $81,354 at 6%; with 50% employer match about $81,354 at 4% or $54,236 at 6%; with 100% employer match about $61,015 at 4% or $40,677 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 127 | $6,947,797 | $624,796 | $4,920iApproximate average salary by contribution assumption: employee only about $122,991 at 4% or $81,994 at 6%; with 50% employer match about $81,994 at 4% or $54,663 at 6%; with 100% employer match about $61,496 at 4% or $40,997 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 128 | - | - | - |
| 2021 | 2 | 121 | $8,399,720 | $625,767 | $5,172iApproximate average salary by contribution assumption: employee only about $129,291 at 4% or $86,194 at 6%; with 50% employer match about $86,194 at 4% or $57,463 at 6%; with 100% employer match about $64,645 at 4% or $43,097 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 121 | $8,399,720 | $625,767 | $5,172iApproximate average salary by contribution assumption: employee only about $129,291 at 4% or $86,194 at 6%; with 50% employer match about $86,194 at 4% or $57,463 at 6%; with 100% employer match about $64,645 at 4% or $43,097 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 112 | - | - | - |
| 2020 | 2 | 133 | $7,031,027 | $589,203 | $4,430iApproximate average salary by contribution assumption: employee only about $110,752 at 4% or $73,835 at 6%; with 50% employer match about $73,835 at 4% or $49,223 at 6%; with 100% employer match about $55,376 at 4% or $36,917 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 133 | $7,031,027 | $589,203 | $4,430iApproximate average salary by contribution assumption: employee only about $110,752 at 4% or $73,835 at 6%; with 50% employer match about $73,835 at 4% or $49,223 at 6%; with 100% employer match about $55,376 at 4% or $36,917 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 110 | - | - | - |
| 2019 | 2 | 145 | $6,114,799 | $606,846 | $4,185iApproximate average salary by contribution assumption: employee only about $104,629 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,502 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 145 | $6,114,799 | $606,846 | $4,185iApproximate average salary by contribution assumption: employee only about $104,629 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,502 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 140 | - | - | - |
| 2018 | 2 | 192 | $6,110,798 | $790,879 | $4,119iApproximate average salary by contribution assumption: employee only about $102,979 at 4% or $68,653 at 6%; with 50% employer match about $68,653 at 4% or $45,768 at 6%; with 100% employer match about $51,490 at 4% or $34,326 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 164 | $6,110,798 | $790,879 | $4,822iApproximate average salary by contribution assumption: employee only about $120,561 at 4% or $80,374 at 6%; with 50% employer match about $80,374 at 4% or $53,583 at 6%; with 100% employer match about $60,280 at 4% or $40,187 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 192 | - | - | - |
| 2017 | 2 | 250 | $6,953,598 | $872,211 | $3,489iApproximate average salary by contribution assumption: employee only about $87,221 at 4% or $58,147 at 6%; with 50% employer match about $58,147 at 4% or $38,765 at 6%; with 100% employer match about $43,611 at 4% or $29,074 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 203 | $6,953,598 | $872,211 | $4,297iApproximate average salary by contribution assumption: employee only about $107,415 at 4% or $71,610 at 6%; with 50% employer match about $71,610 at 4% or $47,740 at 6%; with 100% employer match about $53,708 at 4% or $35,805 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 250 | - | - | - |
| 2016 | 2 | 238 | $5,551,251 | $751,521 | $3,158iApproximate average salary by contribution assumption: employee only about $78,941 at 4% or $52,628 at 6%; with 50% employer match about $52,628 at 4% or $35,085 at 6%; with 100% employer match about $39,471 at 4% or $26,314 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 238 | $5,551,251 | $751,521 | $3,158iApproximate average salary by contribution assumption: employee only about $78,941 at 4% or $52,628 at 6%; with 50% employer match about $52,628 at 4% or $35,085 at 6%; with 100% employer match about $39,471 at 4% or $26,314 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 211 | - | - | - |
| 2015 | 2 | 260 | $4,872,249 | $704,569 | $2,710iApproximate average salary by contribution assumption: employee only about $67,747 at 4% or $45,165 at 6%; with 50% employer match about $45,165 at 4% or $30,110 at 6%; with 100% employer match about $33,874 at 4% or $22,582 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 260 | $4,872,249 | $704,569 | $2,710iApproximate average salary by contribution assumption: employee only about $67,747 at 4% or $45,165 at 6%; with 50% employer match about $45,165 at 4% or $30,110 at 6%; with 100% employer match about $33,874 at 4% or $22,582 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 224 | - | - | - |
| 2014 | 2 | 268 | $4,617,785 | $615,900 | $2,298iApproximate average salary by contribution assumption: employee only about $57,453 at 4% or $38,302 at 6%; with 50% employer match about $38,302 at 4% or $25,535 at 6%; with 100% employer match about $28,727 at 4% or $19,151 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 268 | $4,617,785 | $615,900 | $2,298iApproximate average salary by contribution assumption: employee only about $57,453 at 4% or $38,302 at 6%; with 50% employer match about $38,302 at 4% or $25,535 at 6%; with 100% employer match about $28,727 at 4% or $19,151 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 208 | - | - | - |
| 2013 | 2 | 156 | $4,063,190 | $384,586 | $2,465iApproximate average salary by contribution assumption: employee only about $61,632 at 4% or $41,088 at 6%; with 50% employer match about $41,088 at 4% or $27,392 at 6%; with 100% employer match about $30,816 at 4% or $20,544 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 156 | $4,063,190 | $384,586 | $2,465iApproximate average salary by contribution assumption: employee only about $61,632 at 4% or $41,088 at 6%; with 50% employer match about $41,088 at 4% or $27,392 at 6%; with 100% employer match about $30,816 at 4% or $20,544 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 153 | - | - | - |
| 2012 | 2 | 156 | $3,418,161 | $351,699 | $2,254iApproximate average salary by contribution assumption: employee only about $56,362 at 4% or $37,575 at 6%; with 50% employer match about $37,575 at 4% or $25,050 at 6%; with 100% employer match about $28,181 at 4% or $18,787 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 156 | $3,418,161 | $351,699 | $2,254iApproximate average salary by contribution assumption: employee only about $56,362 at 4% or $37,575 at 6%; with 50% employer match about $37,575 at 4% or $25,050 at 6%; with 100% employer match about $28,181 at 4% or $18,787 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 124 | - | - | - |
| 2011 | 2 | 196 | $3,094,802 | $379,360 | $1,936iApproximate average salary by contribution assumption: employee only about $48,388 at 4% or $32,259 at 6%; with 50% employer match about $32,259 at 4% or $21,506 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 196 | $3,094,802 | $379,360 | $1,936iApproximate average salary by contribution assumption: employee only about $48,388 at 4% or $32,259 at 6%; with 50% employer match about $32,259 at 4% or $21,506 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 140 | - | - | - |
| 2010 | 2 | 192 | $3,105,953 | $361,182 | $1,881iApproximate average salary by contribution assumption: employee only about $47,029 at 4% or $31,353 at 6%; with 50% employer match about $31,353 at 4% or $20,902 at 6%; with 100% employer match about $23,514 at 4% or $15,676 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 192 | $3,105,953 | $361,182 | $1,881iApproximate average salary by contribution assumption: employee only about $47,029 at 4% or $31,353 at 6%; with 50% employer match about $31,353 at 4% or $20,902 at 6%; with 100% employer match about $23,514 at 4% or $15,676 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 162 | - | - | - |
| 2009 | 2 | 183 | $2,607,239 | $369,910 | $2,021iApproximate average salary by contribution assumption: employee only about $50,534 at 4% or $33,689 at 6%; with 50% employer match about $33,689 at 4% or $22,460 at 6%; with 100% employer match about $25,267 at 4% or $16,845 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 183 | $2,607,239 | $369,910 | $2,021iApproximate average salary by contribution assumption: employee only about $50,534 at 4% or $33,689 at 6%; with 50% employer match about $33,689 at 4% or $22,460 at 6%; with 100% employer match about $25,267 at 4% or $16,845 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 161 | - | - | - |
| 2008 | 2 | 188 | $1,993,518 | $385,616 | $2,051iApproximate average salary by contribution assumption: employee only about $51,279 at 4% or $34,186 at 6%; with 50% employer match about $34,186 at 4% or $22,791 at 6%; with 100% employer match about $25,639 at 4% or $17,093 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 188 | $1,993,518 | $385,616 | $2,051iApproximate average salary by contribution assumption: employee only about $51,279 at 4% or $34,186 at 6%; with 50% employer match about $34,186 at 4% or $22,791 at 6%; with 100% employer match about $25,639 at 4% or $17,093 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 185 | - | - | - |
| 2007 | 2 | 172 | $2,632,612 | $304,785 | $1,772iApproximate average salary by contribution assumption: employee only about $44,300 at 4% or $29,533 at 6%; with 50% employer match about $29,533 at 4% or $19,689 at 6%; with 100% employer match about $22,150 at 4% or $14,767 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 129 | $2,632,612 | $304,785 | $2,363iApproximate average salary by contribution assumption: employee only about $59,067 at 4% or $39,378 at 6%; with 50% employer match about $39,378 at 4% or $26,252 at 6%; with 100% employer match about $29,533 at 4% or $19,689 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 172 | - | - | - |
| 2006 | 2 | 175 | $2,399,507 | $199,585 | $1,140iApproximate average salary by contribution assumption: employee only about $28,512 at 4% or $19,008 at 6%; with 50% employer match about $19,008 at 4% or $12,672 at 6%; with 100% employer match about $14,256 at 4% or $9,504 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 111 | $2,399,507 | $199,585 | $1,798iApproximate average salary by contribution assumption: employee only about $44,952 at 4% or $29,968 at 6%; with 50% employer match about $29,968 at 4% or $19,978 at 6%; with 100% employer match about $22,476 at 4% or $14,984 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 175 | - | - | - |
| 2005 | 2 | 182 | $2,103,314 | $259,220 | $1,424iApproximate average salary by contribution assumption: employee only about $35,607 at 4% or $23,738 at 6%; with 50% employer match about $23,738 at 4% or $15,825 at 6%; with 100% employer match about $17,804 at 4% or $11,869 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 101 | $2,103,314 | $259,220 | $2,567iApproximate average salary by contribution assumption: employee only about $64,163 at 4% or $42,776 at 6%; with 50% employer match about $42,776 at 4% or $28,517 at 6%; with 100% employer match about $32,082 at 4% or $21,388 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 182 | - | - | - |
| 2004 | 2 | 122 | $1,785,684 | $229,598 | $1,882iApproximate average salary by contribution assumption: employee only about $47,049 at 4% or $31,366 at 6%; with 50% employer match about $31,366 at 4% or $20,911 at 6%; with 100% employer match about $23,524 at 4% or $15,683 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 101 | $1,785,684 | $229,598 | $2,273iApproximate average salary by contribution assumption: employee only about $56,831 at 4% or $37,887 at 6%; with 50% employer match about $37,887 at 4% or $25,258 at 6%; with 100% employer match about $28,416 at 4% or $18,944 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 122 | - | - | - |
| 2003 | 2 | 146 | $1,504,482 | $201,124 | $1,378iApproximate average salary by contribution assumption: employee only about $34,439 at 4% or $22,959 at 6%; with 50% employer match about $22,959 at 4% or $15,306 at 6%; with 100% employer match about $17,220 at 4% or $11,480 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 91 | $1,504,482 | $201,124 | $2,210iApproximate average salary by contribution assumption: employee only about $55,254 at 4% or $36,836 at 6%; with 50% employer match about $36,836 at 4% or $24,557 at 6%; with 100% employer match about $27,627 at 4% or $18,418 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 146 | - | - | - |
| 2002 | 2 | 129 | $1,227,914 | $221,109 | $1,714iApproximate average salary by contribution assumption: employee only about $42,851 at 4% or $28,567 at 6%; with 50% employer match about $28,567 at 4% or $19,045 at 6%; with 100% employer match about $21,425 at 4% or $14,284 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 92 | $1,227,914 | $221,109 | $2,403iApproximate average salary by contribution assumption: employee only about $60,084 at 4% or $40,056 at 6%; with 50% employer match about $40,056 at 4% or $26,704 at 6%; with 100% employer match about $30,042 at 4% or $20,028 at 6%. |
| P.B. Bell Asset Management Inc. Health and Welfare Plan | - | 129 | - | - | - |
| 2001 | 1 | 73 | $0 | $0 | - |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 73 | - | - | - |
| 2000 | 1 | 64 | $1,426,688 | $211,683 | $3,308iApproximate average salary by contribution assumption: employee only about $82,689 at 4% or $55,126 at 6%; with 50% employer match about $55,126 at 4% or $36,751 at 6%; with 100% employer match about $41,344 at 4% or $27,563 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 64 | $1,426,688 | $211,683 | $3,308iApproximate average salary by contribution assumption: employee only about $82,689 at 4% or $55,126 at 6%; with 50% employer match about $55,126 at 4% or $36,751 at 6%; with 100% employer match about $41,344 at 4% or $27,563 at 6%. |
| 1999 | 1 | 62 | $1,361,959 | $128,484 | $2,072iApproximate average salary by contribution assumption: employee only about $51,808 at 4% or $34,539 at 6%; with 50% employer match about $34,539 at 4% or $23,026 at 6%; with 100% employer match about $25,904 at 4% or $17,269 at 6%. |
| P.B. Bell Companies 401K Profit Sharing Plan | - | 62 | $1,361,959 | $128,484 | $2,072iApproximate average salary by contribution assumption: employee only about $51,808 at 4% or $34,539 at 6%; with 50% employer match about $34,539 at 4% or $23,026 at 6%; with 100% employer match about $25,904 at 4% or $17,269 at 6%. |