Civic Intelligence

Bickling Financial Services Inc.

Plan context: Bickling Financial Services Inc. 401K and Ps Plan

EIN 01-0863630 • Lexington, MA • 17 filings • 2 plans

35 Bedford St. Suite 15Lexington, MA 02420
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$3,499,695

2023 Contributions

$121,474

Historical Graphs

Total Assets Over Time

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

$5,148,996$2,574,498$0200720152022YearValue
$3,499,695Latest year 2022

Participants Over Time

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

1260200720152022YearValue
12Latest year 2022

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
202310$0$121,474-
Bickling Financial Services Inc. 401K and Ps Plan-0$0$121,474-
2022112$3,499,695$162,033$13,503iApproximate average salary by contribution assumption: employee only about $337,569 at 4% or $225,046 at 6%; with 50% employer match about $225,046 at 4% or $150,031 at 6%; with 100% employer match about $168,784 at 4% or $112,523 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-12$3,499,695$162,033$13,503iApproximate average salary by contribution assumption: employee only about $337,569 at 4% or $225,046 at 6%; with 50% employer match about $225,046 at 4% or $150,031 at 6%; with 100% employer match about $168,784 at 4% or $112,523 at 6%.
202119$5,148,996$283,408$31,490iApproximate average salary by contribution assumption: employee only about $787,244 at 4% or $524,830 at 6%; with 50% employer match about $524,830 at 4% or $349,886 at 6%; with 100% employer match about $393,622 at 4% or $262,415 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-9$5,148,996$283,408$31,490iApproximate average salary by contribution assumption: employee only about $787,244 at 4% or $524,830 at 6%; with 50% employer match about $524,830 at 4% or $349,886 at 6%; with 100% employer match about $393,622 at 4% or $262,415 at 6%.
202018$4,631,481$128,945$16,118iApproximate average salary by contribution assumption: employee only about $402,953 at 4% or $268,635 at 6%; with 50% employer match about $268,635 at 4% or $179,090 at 6%; with 100% employer match about $201,477 at 4% or $134,318 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-8$4,631,481$128,945$16,118iApproximate average salary by contribution assumption: employee only about $402,953 at 4% or $268,635 at 6%; with 50% employer match about $268,635 at 4% or $179,090 at 6%; with 100% employer match about $201,477 at 4% or $134,318 at 6%.
201916$3,536,929$1,312,962$218,827iApproximate average salary by contribution assumption: employee only about $5,470,675 at 4% or $3,647,117 at 6%; with 50% employer match about $3,647,117 at 4% or $2,431,411 at 6%; with 100% employer match about $2,735,338 at 4% or $1,823,558 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-6$3,536,929$1,312,962$218,827iApproximate average salary by contribution assumption: employee only about $5,470,675 at 4% or $3,647,117 at 6%; with 50% employer match about $3,647,117 at 4% or $2,431,411 at 6%; with 100% employer match about $2,735,338 at 4% or $1,823,558 at 6%.
201816$1,750,286$319,398$53,233iApproximate average salary by contribution assumption: employee only about $1,330,825 at 4% or $887,217 at 6%; with 50% employer match about $887,217 at 4% or $591,478 at 6%; with 100% employer match about $665,413 at 4% or $443,608 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-6$1,750,286$319,398$53,233iApproximate average salary by contribution assumption: employee only about $1,330,825 at 4% or $887,217 at 6%; with 50% employer match about $887,217 at 4% or $591,478 at 6%; with 100% employer match about $665,413 at 4% or $443,608 at 6%.
201714$1,603,759$143,946$35,987iApproximate average salary by contribution assumption: employee only about $899,663 at 4% or $599,775 at 6%; with 50% employer match about $599,775 at 4% or $399,850 at 6%; with 100% employer match about $449,831 at 4% or $299,888 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-4$1,603,759$143,946$35,987iApproximate average salary by contribution assumption: employee only about $899,663 at 4% or $599,775 at 6%; with 50% employer match about $599,775 at 4% or $399,850 at 6%; with 100% employer match about $449,831 at 4% or $299,888 at 6%.
201615$1,311,853$122,961$24,592iApproximate average salary by contribution assumption: employee only about $614,805 at 4% or $409,870 at 6%; with 50% employer match about $409,870 at 4% or $273,247 at 6%; with 100% employer match about $307,403 at 4% or $204,935 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-5$1,311,853$122,961$24,592iApproximate average salary by contribution assumption: employee only about $614,805 at 4% or $409,870 at 6%; with 50% employer match about $409,870 at 4% or $273,247 at 6%; with 100% employer match about $307,403 at 4% or $204,935 at 6%.
201513$1,221,015$72,120$24,040iApproximate average salary by contribution assumption: employee only about $601,000 at 4% or $400,667 at 6%; with 50% employer match about $400,667 at 4% or $267,111 at 6%; with 100% employer match about $300,500 at 4% or $200,333 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-3$1,221,015$72,120$24,040iApproximate average salary by contribution assumption: employee only about $601,000 at 4% or $400,667 at 6%; with 50% employer match about $400,667 at 4% or $267,111 at 6%; with 100% employer match about $300,500 at 4% or $200,333 at 6%.
201412$1,242,435$67,791$33,896iApproximate average salary by contribution assumption: employee only about $847,388 at 4% or $564,925 at 6%; with 50% employer match about $564,925 at 4% or $376,617 at 6%; with 100% employer match about $423,694 at 4% or $282,463 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-2$1,242,435$67,791$33,896iApproximate average salary by contribution assumption: employee only about $847,388 at 4% or $564,925 at 6%; with 50% employer match about $564,925 at 4% or $376,617 at 6%; with 100% employer match about $423,694 at 4% or $282,463 at 6%.
201312$1,133,306$65,605$32,803iApproximate average salary by contribution assumption: employee only about $820,063 at 4% or $546,708 at 6%; with 50% employer match about $546,708 at 4% or $364,472 at 6%; with 100% employer match about $410,031 at 4% or $273,354 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-2$1,133,306$65,605$32,803iApproximate average salary by contribution assumption: employee only about $820,063 at 4% or $546,708 at 6%; with 50% employer match about $546,708 at 4% or $364,472 at 6%; with 100% employer match about $410,031 at 4% or $273,354 at 6%.
201213$971,537$83,527$27,842iApproximate average salary by contribution assumption: employee only about $696,058 at 4% or $464,039 at 6%; with 50% employer match about $464,039 at 4% or $309,359 at 6%; with 100% employer match about $348,029 at 4% or $232,019 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-3$971,537$83,527$27,842iApproximate average salary by contribution assumption: employee only about $696,058 at 4% or $464,039 at 6%; with 50% employer match about $464,039 at 4% or $309,359 at 6%; with 100% employer match about $348,029 at 4% or $232,019 at 6%.
201113$976,003$78,319$26,106iApproximate average salary by contribution assumption: employee only about $652,658 at 4% or $435,106 at 6%; with 50% employer match about $435,106 at 4% or $290,070 at 6%; with 100% employer match about $326,329 at 4% or $217,553 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-3$976,003$78,319$26,106iApproximate average salary by contribution assumption: employee only about $652,658 at 4% or $435,106 at 6%; with 50% employer match about $435,106 at 4% or $290,070 at 6%; with 100% employer match about $326,329 at 4% or $217,553 at 6%.
201013$897,603$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-3$897,603$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
200913$661,240$47,616$15,872iApproximate average salary by contribution assumption: employee only about $396,800 at 4% or $264,533 at 6%; with 50% employer match about $264,533 at 4% or $176,356 at 6%; with 100% employer match about $198,400 at 4% or $132,267 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-3$661,240$47,616$15,872iApproximate average salary by contribution assumption: employee only about $396,800 at 4% or $264,533 at 6%; with 50% employer match about $264,533 at 4% or $176,356 at 6%; with 100% employer match about $198,400 at 4% or $132,267 at 6%.
200812$470,339$54,626$27,313iApproximate average salary by contribution assumption: employee only about $682,825 at 4% or $455,217 at 6%; with 50% employer match about $455,217 at 4% or $303,478 at 6%; with 100% employer match about $341,413 at 4% or $227,608 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-2$470,339$54,626$27,313iApproximate average salary by contribution assumption: employee only about $682,825 at 4% or $455,217 at 6%; with 50% employer match about $455,217 at 4% or $303,478 at 6%; with 100% employer match about $341,413 at 4% or $227,608 at 6%.
200712$685,040$673,353$336,677iApproximate average salary by contribution assumption: employee only about $8,416,913 at 4% or $5,611,275 at 6%; with 50% employer match about $5,611,275 at 4% or $3,740,850 at 6%; with 100% employer match about $4,208,456 at 4% or $2,805,638 at 6%.
Bickling Financial Services Inc. 401K and Ps Plan-2$685,040$673,353$336,677iApproximate average salary by contribution assumption: employee only about $8,416,913 at 4% or $5,611,275 at 6%; with 50% employer match about $5,611,275 at 4% or $3,740,850 at 6%; with 100% employer match about $4,208,456 at 4% or $2,805,638 at 6%.