Civic Intelligence

Discipline Associates LLC

Plan context: Discipline Associates LLC Safe Harbor 401(K) Plan

EIN 87-1917951 • Rochester, NY • 4 filings • 1 plans

PO Box 20481Rochester, NY 14602
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,149,708

2024 Contributions

$65,217

Historical Graphs

Total Assets Over Time

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

$1,149,708$574,854$0202120232024YearValue
$1,149,708Latest year 2024

Participants Over Time

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

320202120232024YearValue
3Latest 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
202413$1,149,708$65,217$21,739iApproximate average salary by contribution assumption: employee only about $543,475 at 4% or $362,317 at 6%; with 50% employer match about $362,317 at 4% or $241,544 at 6%; with 100% employer match about $271,738 at 4% or $181,158 at 6%.
Discipline Associates LLC Safe Harbor 401(K) Plan-3$1,149,708$65,217$21,739iApproximate average salary by contribution assumption: employee only about $543,475 at 4% or $362,317 at 6%; with 50% employer match about $362,317 at 4% or $241,544 at 6%; with 100% employer match about $271,738 at 4% or $181,158 at 6%.
202313$960,079$42,519$14,173iApproximate average salary by contribution assumption: employee only about $354,325 at 4% or $236,217 at 6%; with 50% employer match about $236,217 at 4% or $157,478 at 6%; with 100% employer match about $177,163 at 4% or $118,108 at 6%.
Discipline Associates LLC Safe Harbor 401(K) Plan-3$960,079$42,519$14,173iApproximate average salary by contribution assumption: employee only about $354,325 at 4% or $236,217 at 6%; with 50% employer match about $236,217 at 4% or $157,478 at 6%; with 100% employer match about $177,163 at 4% or $118,108 at 6%.
202213$772,363$50,927$16,976iApproximate average salary by contribution assumption: employee only about $424,392 at 4% or $282,928 at 6%; with 50% employer match about $282,928 at 4% or $188,619 at 6%; with 100% employer match about $212,196 at 4% or $141,464 at 6%.
Discipline Associates LLC Safe Harbor 401(K) Plan-3$772,363$50,927$16,976iApproximate average salary by contribution assumption: employee only about $424,392 at 4% or $282,928 at 6%; with 50% employer match about $282,928 at 4% or $188,619 at 6%; with 100% employer match about $212,196 at 4% or $141,464 at 6%.
202113$881,409$71,632$23,877iApproximate average salary by contribution assumption: employee only about $596,933 at 4% or $397,956 at 6%; with 50% employer match about $397,956 at 4% or $265,304 at 6%; with 100% employer match about $298,467 at 4% or $198,978 at 6%.
Discipline Associates LLC Safe Harbor 401(K) Plan-3$881,409$71,632$23,877iApproximate average salary by contribution assumption: employee only about $596,933 at 4% or $397,956 at 6%; with 50% employer match about $397,956 at 4% or $265,304 at 6%; with 100% employer match about $298,467 at 4% or $198,978 at 6%.