Civic Intelligence

H.M. Payson & Company

Plan context: H.M. Payson & Company Savings Plan

EIN 01-0420707 • Portland, ME • 32 filings • 6 plans

One Portland SquarePortland, ME 04112
Current Snapshot

Latest Year

2024

2024 Participants

76

2024 Assets

$53,487,681

2024 Contributions

$2,597,305

Historical Graphs

Total Assets Over Time

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

$53,487,681$26,743,841$0199920132024YearValue
$53,487,681Latest year 2024

Participants Over Time

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

76380199920122024YearValue
76Latest 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
2024176$53,487,681$2,597,305$34,175iApproximate average salary by contribution assumption: employee only about $854,377 at 4% or $569,584 at 6%; with 50% employer match about $569,584 at 4% or $379,723 at 6%; with 100% employer match about $427,188 at 4% or $284,792 at 6%.
H.M. Payson & Company Savings Plan-76$53,487,681$2,597,305$34,175iApproximate average salary by contribution assumption: employee only about $854,377 at 4% or $569,584 at 6%; with 50% employer match about $569,584 at 4% or $379,723 at 6%; with 100% employer match about $427,188 at 4% or $284,792 at 6%.
2023170$47,247,502$1,887,279$26,961iApproximate average salary by contribution assumption: employee only about $674,028 at 4% or $449,352 at 6%; with 50% employer match about $449,352 at 4% or $299,568 at 6%; with 100% employer match about $337,014 at 4% or $224,676 at 6%.
H.M. Payson & Company Savings Plan-70$47,247,502$1,887,279$26,961iApproximate average salary by contribution assumption: employee only about $674,028 at 4% or $449,352 at 6%; with 50% employer match about $449,352 at 4% or $299,568 at 6%; with 100% employer match about $337,014 at 4% or $224,676 at 6%.
2022169$39,296,725$1,622,537$23,515iApproximate average salary by contribution assumption: employee only about $587,876 at 4% or $391,917 at 6%; with 50% employer match about $391,917 at 4% or $261,278 at 6%; with 100% employer match about $293,938 at 4% or $195,959 at 6%.
H.M. Payson & Company Savings Plan-69$39,296,725$1,622,537$23,515iApproximate average salary by contribution assumption: employee only about $587,876 at 4% or $391,917 at 6%; with 50% employer match about $391,917 at 4% or $261,278 at 6%; with 100% employer match about $293,938 at 4% or $195,959 at 6%.
2021166$46,561,091$1,206,296$18,277iApproximate average salary by contribution assumption: employee only about $456,930 at 4% or $304,620 at 6%; with 50% employer match about $304,620 at 4% or $203,080 at 6%; with 100% employer match about $228,465 at 4% or $152,310 at 6%.
H.M. Payson & Company Savings Plan-66$46,561,091$1,206,296$18,277iApproximate average salary by contribution assumption: employee only about $456,930 at 4% or $304,620 at 6%; with 50% employer match about $304,620 at 4% or $203,080 at 6%; with 100% employer match about $228,465 at 4% or $152,310 at 6%.
2020160$40,457,843$2,272,892$37,882iApproximate average salary by contribution assumption: employee only about $947,038 at 4% or $631,359 at 6%; with 50% employer match about $631,359 at 4% or $420,906 at 6%; with 100% employer match about $473,519 at 4% or $315,679 at 6%.
H.M. Payson & Company Savings Plan-60$40,457,843$2,272,892$37,882iApproximate average salary by contribution assumption: employee only about $947,038 at 4% or $631,359 at 6%; with 50% employer match about $631,359 at 4% or $420,906 at 6%; with 100% employer match about $473,519 at 4% or $315,679 at 6%.
2019160$34,157,510$2,964,142$49,402iApproximate average salary by contribution assumption: employee only about $1,235,059 at 4% or $823,373 at 6%; with 50% employer match about $823,373 at 4% or $548,915 at 6%; with 100% employer match about $617,530 at 4% or $411,686 at 6%.
H.M. Payson & Company Savings Plan-60$34,157,510$2,964,142$49,402iApproximate average salary by contribution assumption: employee only about $1,235,059 at 4% or $823,373 at 6%; with 50% employer match about $823,373 at 4% or $548,915 at 6%; with 100% employer match about $617,530 at 4% or $411,686 at 6%.
2018161$25,583,760$1,398,570$22,927iApproximate average salary by contribution assumption: employee only about $573,184 at 4% or $382,123 at 6%; with 50% employer match about $382,123 at 4% or $254,749 at 6%; with 100% employer match about $286,592 at 4% or $191,061 at 6%.
H.M. Payson & Company Savings Plan-61$25,583,760$1,398,570$22,927iApproximate average salary by contribution assumption: employee only about $573,184 at 4% or $382,123 at 6%; with 50% employer match about $382,123 at 4% or $254,749 at 6%; with 100% employer match about $286,592 at 4% or $191,061 at 6%.
2017155$27,226,681$1,075,556$19,556iApproximate average salary by contribution assumption: employee only about $488,889 at 4% or $325,926 at 6%; with 50% employer match about $325,926 at 4% or $217,284 at 6%; with 100% employer match about $244,445 at 4% or $162,963 at 6%.
H.M. Payson & Company Savings Plan-55$27,226,681$1,075,556$19,556iApproximate average salary by contribution assumption: employee only about $488,889 at 4% or $325,926 at 6%; with 50% employer match about $325,926 at 4% or $217,284 at 6%; with 100% employer match about $244,445 at 4% or $162,963 at 6%.
2016154$23,035,580$1,048,872$19,424iApproximate average salary by contribution assumption: employee only about $485,589 at 4% or $323,726 at 6%; with 50% employer match about $323,726 at 4% or $215,817 at 6%; with 100% employer match about $242,794 at 4% or $161,863 at 6%.
H.M. Payson & Company Savings Plan-54$23,035,580$1,048,872$19,424iApproximate average salary by contribution assumption: employee only about $485,589 at 4% or $323,726 at 6%; with 50% employer match about $323,726 at 4% or $215,817 at 6%; with 100% employer match about $242,794 at 4% or $161,863 at 6%.
2015149$19,878,831$955,945$19,509iApproximate average salary by contribution assumption: employee only about $487,727 at 4% or $325,151 at 6%; with 50% employer match about $325,151 at 4% or $216,768 at 6%; with 100% employer match about $243,864 at 4% or $162,576 at 6%.
H.M. Payson & Company Savings Plan-49$19,878,831$955,945$19,509iApproximate average salary by contribution assumption: employee only about $487,727 at 4% or $325,151 at 6%; with 50% employer match about $325,151 at 4% or $216,768 at 6%; with 100% employer match about $243,864 at 4% or $162,576 at 6%.
2014247$45,757,178$2,965,386$63,093iApproximate average salary by contribution assumption: employee only about $1,577,333 at 4% or $1,051,555 at 6%; with 50% employer match about $1,051,555 at 4% or $701,037 at 6%; with 100% employer match about $788,666 at 4% or $525,778 at 6%.
H.M. Payson & Company Savings Plan-47$22,878,589$1,482,693$31,547iApproximate average salary by contribution assumption: employee only about $788,666 at 4% or $525,778 at 6%; with 50% employer match about $525,778 at 4% or $350,518 at 6%; with 100% employer match about $394,333 at 4% or $262,889 at 6%.
H.M. Payson & Company Savings Plan-47$22,878,589$1,482,693$31,547iApproximate average salary by contribution assumption: employee only about $788,666 at 4% or $525,778 at 6%; with 50% employer match about $525,778 at 4% or $350,518 at 6%; with 100% employer match about $394,333 at 4% or $262,889 at 6%.
2013144$19,913,747$863,748$19,631iApproximate average salary by contribution assumption: employee only about $490,766 at 4% or $327,177 at 6%; with 50% employer match about $327,177 at 4% or $218,118 at 6%; with 100% employer match about $245,383 at 4% or $163,589 at 6%.
H.M. Payson & Company Savings Plan-44$19,913,747$863,748$19,631iApproximate average salary by contribution assumption: employee only about $490,766 at 4% or $327,177 at 6%; with 50% employer match about $327,177 at 4% or $218,118 at 6%; with 100% employer match about $245,383 at 4% or $163,589 at 6%.
2012148$19,496,090$899,652$18,743iApproximate average salary by contribution assumption: employee only about $468,569 at 4% or $312,379 at 6%; with 50% employer match about $312,379 at 4% or $208,253 at 6%; with 100% employer match about $234,284 at 4% or $156,190 at 6%.
H.M. Payson & Company Savings Plan-48$19,496,090$899,652$18,743iApproximate average salary by contribution assumption: employee only about $468,569 at 4% or $312,379 at 6%; with 50% employer match about $312,379 at 4% or $208,253 at 6%; with 100% employer match about $234,284 at 4% or $156,190 at 6%.
2011146$16,588,769$860,215$18,700iApproximate average salary by contribution assumption: employee only about $467,508 at 4% or $311,672 at 6%; with 50% employer match about $311,672 at 4% or $207,781 at 6%; with 100% employer match about $233,754 at 4% or $155,836 at 6%.
H.M. Payson & Company Savings Plan-46$16,588,769$860,215$18,700iApproximate average salary by contribution assumption: employee only about $467,508 at 4% or $311,672 at 6%; with 50% employer match about $311,672 at 4% or $207,781 at 6%; with 100% employer match about $233,754 at 4% or $155,836 at 6%.
2010161$16,702,574$871,212$14,282iApproximate average salary by contribution assumption: employee only about $357,054 at 4% or $238,036 at 6%; with 50% employer match about $238,036 at 4% or $158,691 at 6%; with 100% employer match about $178,527 at 4% or $119,018 at 6%.
H.M. Payson & Company Savings Plan-61$16,702,574$871,212$14,282iApproximate average salary by contribution assumption: employee only about $357,054 at 4% or $238,036 at 6%; with 50% employer match about $238,036 at 4% or $158,691 at 6%; with 100% employer match about $178,527 at 4% or $119,018 at 6%.
2009252$14,464,774$817,796$15,727iApproximate average salary by contribution assumption: employee only about $393,171 at 4% or $262,114 at 6%; with 50% employer match about $262,114 at 4% or $174,743 at 6%; with 100% employer match about $196,586 at 4% or $131,057 at 6%.
H.M. Payson & Company Savings Plan-52$14,464,774$817,796$15,727iApproximate average salary by contribution assumption: employee only about $393,171 at 4% or $262,114 at 6%; with 50% employer match about $262,114 at 4% or $174,743 at 6%; with 100% employer match about $196,586 at 4% or $131,057 at 6%.
H.M. Payson & Company Savings Plan-----
2008135$10,560,174$965,325$27,581iApproximate average salary by contribution assumption: employee only about $689,518 at 4% or $459,679 at 6%; with 50% employer match about $459,679 at 4% or $306,452 at 6%; with 100% employer match about $344,759 at 4% or $229,839 at 6%.
H.M. Payson & Company Savings Plan-35$10,560,174$965,325$27,581iApproximate average salary by contribution assumption: employee only about $689,518 at 4% or $459,679 at 6%; with 50% employer match about $459,679 at 4% or $306,452 at 6%; with 100% employer match about $344,759 at 4% or $229,839 at 6%.
2007143$0$0-
H.M. Payson & Company Savings Plan-43---
2006144$14,542,399$948,234$21,551iApproximate average salary by contribution assumption: employee only about $538,769 at 4% or $359,180 at 6%; with 50% employer match about $359,180 at 4% or $239,453 at 6%; with 100% employer match about $269,385 at 4% or $179,590 at 6%.
H.M. Payson & Company Savings Plan-44$14,542,399$948,234$21,551iApproximate average salary by contribution assumption: employee only about $538,769 at 4% or $359,180 at 6%; with 50% employer match about $359,180 at 4% or $239,453 at 6%; with 100% employer match about $269,385 at 4% or $179,590 at 6%.
2005143$11,739,279$1,492,025$34,698iApproximate average salary by contribution assumption: employee only about $867,456 at 4% or $578,304 at 6%; with 50% employer match about $578,304 at 4% or $385,536 at 6%; with 100% employer match about $433,728 at 4% or $289,152 at 6%.
H.M. Payson & Company Savings Plan-43$11,739,279$1,492,025$34,698iApproximate average salary by contribution assumption: employee only about $867,456 at 4% or $578,304 at 6%; with 50% employer match about $578,304 at 4% or $385,536 at 6%; with 100% employer match about $433,728 at 4% or $289,152 at 6%.
2004143$10,005,091$377,546$8,780iApproximate average salary by contribution assumption: employee only about $219,503 at 4% or $146,336 at 6%; with 50% employer match about $146,336 at 4% or $97,557 at 6%; with 100% employer match about $109,752 at 4% or $73,168 at 6%.
H.M. Payson & Company Savings Plan-43$10,005,091$377,546$8,780iApproximate average salary by contribution assumption: employee only about $219,503 at 4% or $146,336 at 6%; with 50% employer match about $146,336 at 4% or $97,557 at 6%; with 100% employer match about $109,752 at 4% or $73,168 at 6%.
2003141$9,409,202$728,335$17,764iApproximate average salary by contribution assumption: employee only about $444,107 at 4% or $296,071 at 6%; with 50% employer match about $296,071 at 4% or $197,381 at 6%; with 100% employer match about $222,053 at 4% or $148,036 at 6%.
H.M. Payson & Company Savings Plan-41$9,409,202$728,335$17,764iApproximate average salary by contribution assumption: employee only about $444,107 at 4% or $296,071 at 6%; with 50% employer match about $296,071 at 4% or $197,381 at 6%; with 100% employer match about $222,053 at 4% or $148,036 at 6%.
2002241$7,212,092$687,336$16,764iApproximate average salary by contribution assumption: employee only about $419,107 at 4% or $279,405 at 6%; with 50% employer match about $279,405 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,702 at 6%.
H.M. Payson & Company Savings Plan-41$7,212,092$687,336$16,764iApproximate average salary by contribution assumption: employee only about $419,107 at 4% or $279,405 at 6%; with 50% employer match about $279,405 at 4% or $186,270 at 6%; with 100% employer match about $209,554 at 4% or $139,702 at 6%.
H.M. Payson & Co. Money Purchase Pension Plan-0---
2001240$0$0-
H.M. Payson & Co. Money Purchase Pension Plan-40---
H.M. Payson & Company Savings Plan-40---
2000244$6,669,246$441,744$10,040iApproximate average salary by contribution assumption: employee only about $250,991 at 4% or $167,327 at 6%; with 50% employer match about $167,327 at 4% or $111,552 at 6%; with 100% employer match about $125,495 at 4% or $83,664 at 6%.
H.M. Payson & Company Savings Plan-34$6,669,246$441,744$12,992iApproximate average salary by contribution assumption: employee only about $324,812 at 4% or $216,541 at 6%; with 50% employer match about $216,541 at 4% or $144,361 at 6%; with 100% employer match about $162,406 at 4% or $108,271 at 6%.
H.M. Payson & Co. Money Purchase Pension Plan-44---
1999236$6,487,267$522,842$14,523iApproximate average salary by contribution assumption: employee only about $363,085 at 4% or $242,056 at 6%; with 50% employer match about $242,056 at 4% or $161,371 at 6%; with 100% employer match about $181,542 at 4% or $121,028 at 6%.
H.M. Payson & Company Savings Plan-36$6,163,864$411,395$11,428iApproximate average salary by contribution assumption: employee only about $285,691 at 4% or $190,461 at 6%; with 50% employer match about $190,461 at 4% or $126,974 at 6%; with 100% employer match about $142,845 at 4% or $95,230 at 6%.
H.M. Payson & Co. Money Purchase Pension Plan-36$323,403$111,447$3,096iApproximate average salary by contribution assumption: employee only about $77,394 at 4% or $51,596 at 6%; with 50% employer match about $51,596 at 4% or $34,397 at 6%; with 100% employer match about $38,697 at 4% or $25,798 at 6%.