Civic Intelligence

Benz Financial Services Inc

Plan context: Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust

EIN 01-0561387 • Orleans, MA • 12 filings • 2 plans

8 Academy PlOrleans, MA 02653-2522
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,734,152

2024 Contributions

$155,195

Historical Graphs

Total Assets Over Time

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

$1,734,152$867,076$0201320192024YearValue
$1,734,152Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202414$1,734,152$155,195$38,799iApproximate average salary by contribution assumption: employee only about $969,969 at 4% or $646,646 at 6%; with 50% employer match about $646,646 at 4% or $431,097 at 6%; with 100% employer match about $484,984 at 4% or $323,323 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$1,734,152$155,195$38,799iApproximate average salary by contribution assumption: employee only about $969,969 at 4% or $646,646 at 6%; with 50% employer match about $646,646 at 4% or $431,097 at 6%; with 100% employer match about $484,984 at 4% or $323,323 at 6%.
202314$1,365,711$140,854$35,214iApproximate average salary by contribution assumption: employee only about $880,338 at 4% or $586,892 at 6%; with 50% employer match about $586,892 at 4% or $391,261 at 6%; with 100% employer match about $440,169 at 4% or $293,446 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$1,365,711$140,854$35,214iApproximate average salary by contribution assumption: employee only about $880,338 at 4% or $586,892 at 6%; with 50% employer match about $586,892 at 4% or $391,261 at 6%; with 100% employer match about $440,169 at 4% or $293,446 at 6%.
202214$1,000,459$119,090$29,773iApproximate average salary by contribution assumption: employee only about $744,313 at 4% or $496,208 at 6%; with 50% employer match about $496,208 at 4% or $330,806 at 6%; with 100% employer match about $372,156 at 4% or $248,104 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$1,000,459$119,090$29,773iApproximate average salary by contribution assumption: employee only about $744,313 at 4% or $496,208 at 6%; with 50% employer match about $496,208 at 4% or $330,806 at 6%; with 100% employer match about $372,156 at 4% or $248,104 at 6%.
202114$1,062,934$112,972$28,243iApproximate average salary by contribution assumption: employee only about $706,075 at 4% or $470,717 at 6%; with 50% employer match about $470,717 at 4% or $313,811 at 6%; with 100% employer match about $353,038 at 4% or $235,358 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$1,062,934$112,972$28,243iApproximate average salary by contribution assumption: employee only about $706,075 at 4% or $470,717 at 6%; with 50% employer match about $470,717 at 4% or $313,811 at 6%; with 100% employer match about $353,038 at 4% or $235,358 at 6%.
202014$799,620$107,413$26,853iApproximate average salary by contribution assumption: employee only about $671,331 at 4% or $447,554 at 6%; with 50% employer match about $447,554 at 4% or $298,369 at 6%; with 100% employer match about $335,666 at 4% or $223,777 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$799,620$107,413$26,853iApproximate average salary by contribution assumption: employee only about $671,331 at 4% or $447,554 at 6%; with 50% employer match about $447,554 at 4% or $298,369 at 6%; with 100% employer match about $335,666 at 4% or $223,777 at 6%.
201914$599,986$90,928$22,732iApproximate average salary by contribution assumption: employee only about $568,300 at 4% or $378,867 at 6%; with 50% employer match about $378,867 at 4% or $252,578 at 6%; with 100% employer match about $284,150 at 4% or $189,433 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$599,986$90,928$22,732iApproximate average salary by contribution assumption: employee only about $568,300 at 4% or $378,867 at 6%; with 50% employer match about $378,867 at 4% or $252,578 at 6%; with 100% employer match about $284,150 at 4% or $189,433 at 6%.
201814$396,338$82,825$20,706iApproximate average salary by contribution assumption: employee only about $517,656 at 4% or $345,104 at 6%; with 50% employer match about $345,104 at 4% or $230,069 at 6%; with 100% employer match about $258,828 at 4% or $172,552 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$396,338$82,825$20,706iApproximate average salary by contribution assumption: employee only about $517,656 at 4% or $345,104 at 6%; with 50% employer match about $345,104 at 4% or $230,069 at 6%; with 100% employer match about $258,828 at 4% or $172,552 at 6%.
201713$382,915$73,227$24,409iApproximate average salary by contribution assumption: employee only about $610,225 at 4% or $406,817 at 6%; with 50% employer match about $406,817 at 4% or $271,211 at 6%; with 100% employer match about $305,113 at 4% or $203,408 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$382,915$73,227$24,409iApproximate average salary by contribution assumption: employee only about $610,225 at 4% or $406,817 at 6%; with 50% employer match about $406,817 at 4% or $271,211 at 6%; with 100% employer match about $305,113 at 4% or $203,408 at 6%.
201613$252,957$72,442$24,147iApproximate average salary by contribution assumption: employee only about $603,683 at 4% or $402,456 at 6%; with 50% employer match about $402,456 at 4% or $268,304 at 6%; with 100% employer match about $301,842 at 4% or $201,228 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$252,957$72,442$24,147iApproximate average salary by contribution assumption: employee only about $603,683 at 4% or $402,456 at 6%; with 50% employer match about $402,456 at 4% or $268,304 at 6%; with 100% employer match about $301,842 at 4% or $201,228 at 6%.
201513$167,249$79,720$26,573iApproximate average salary by contribution assumption: employee only about $664,333 at 4% or $442,889 at 6%; with 50% employer match about $442,889 at 4% or $295,259 at 6%; with 100% employer match about $332,167 at 4% or $221,444 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$167,249$79,720$26,573iApproximate average salary by contribution assumption: employee only about $664,333 at 4% or $442,889 at 6%; with 50% employer match about $442,889 at 4% or $295,259 at 6%; with 100% employer match about $332,167 at 4% or $221,444 at 6%.
201413$99,199$60,585$20,195iApproximate average salary by contribution assumption: employee only about $504,875 at 4% or $336,583 at 6%; with 50% employer match about $336,583 at 4% or $224,389 at 6%; with 100% employer match about $252,438 at 4% or $168,292 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$99,199$60,585$20,195iApproximate average salary by contribution assumption: employee only about $504,875 at 4% or $336,583 at 6%; with 50% employer match about $336,583 at 4% or $224,389 at 6%; with 100% employer match about $252,438 at 4% or $168,292 at 6%.
201312$35,539$31,411$15,706iApproximate average salary by contribution assumption: employee only about $392,638 at 4% or $261,758 at 6%; with 50% employer match about $261,758 at 4% or $174,506 at 6%; with 100% employer match about $196,319 at 4% or $130,879 at 6%.
Benz Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$35,539$31,411$15,706iApproximate average salary by contribution assumption: employee only about $392,638 at 4% or $261,758 at 6%; with 50% employer match about $261,758 at 4% or $174,506 at 6%; with 100% employer match about $196,319 at 4% or $130,879 at 6%.