Civic Intelligence

New England Excess Exchange Ltd

Plan context: New England Excess Exchange 401(K) Retirement Plan

EIN 03-0278334 • Barre, VT • 23 filings • 3 plans

P.O. Box 65057 Parker RoadBarre, VT 05641
Current Snapshot

Latest Year

2023

2023 Participants

57

2023 Assets

$2,795,801

2023 Contributions

$2,610

Historical Graphs

Total Assets Over Time

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

$3,107,711$1,553,856$0200420142022YearValue
$2,795,801Latest year 2022

Participants Over Time

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

57290200420132022YearValue
57Latest 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$2,610-
New England Excess Exchange 401(K) Retirement Plan-0$0$2,610-
2022157$2,795,801$554,513$9,728iApproximate average salary by contribution assumption: employee only about $243,207 at 4% or $162,138 at 6%; with 50% employer match about $162,138 at 4% or $108,092 at 6%; with 100% employer match about $121,604 at 4% or $81,069 at 6%.
New England Excess Exchange 401(K) Retirement Plan-57$2,795,801$554,513$9,728iApproximate average salary by contribution assumption: employee only about $243,207 at 4% or $162,138 at 6%; with 50% employer match about $162,138 at 4% or $108,092 at 6%; with 100% employer match about $121,604 at 4% or $81,069 at 6%.
2021155$3,107,711$490,124$8,911iApproximate average salary by contribution assumption: employee only about $222,784 at 4% or $148,522 at 6%; with 50% employer match about $148,522 at 4% or $99,015 at 6%; with 100% employer match about $111,392 at 4% or $74,261 at 6%.
New England Excess Exchange 401(K) Retirement Plan-55$3,107,711$490,124$8,911iApproximate average salary by contribution assumption: employee only about $222,784 at 4% or $148,522 at 6%; with 50% employer match about $148,522 at 4% or $99,015 at 6%; with 100% employer match about $111,392 at 4% or $74,261 at 6%.
2020151$2,394,462$366,191$7,180iApproximate average salary by contribution assumption: employee only about $179,505 at 4% or $119,670 at 6%; with 50% employer match about $119,670 at 4% or $79,780 at 6%; with 100% employer match about $89,753 at 4% or $59,835 at 6%.
New England Excess Exchange 401(K) Retirement Plan-51$2,394,462$366,191$7,180iApproximate average salary by contribution assumption: employee only about $179,505 at 4% or $119,670 at 6%; with 50% employer match about $119,670 at 4% or $79,780 at 6%; with 100% employer match about $89,753 at 4% or $59,835 at 6%.
2019147$2,132,538$187,365$3,986iApproximate average salary by contribution assumption: employee only about $99,662 at 4% or $66,441 at 6%; with 50% employer match about $66,441 at 4% or $44,294 at 6%; with 100% employer match about $49,831 at 4% or $33,221 at 6%.
New England Excess Exchange 401(K) Retirement Plan-47$2,132,538$187,365$3,986iApproximate average salary by contribution assumption: employee only about $99,662 at 4% or $66,441 at 6%; with 50% employer match about $66,441 at 4% or $44,294 at 6%; with 100% employer match about $49,831 at 4% or $33,221 at 6%.
2018151$1,612,087$300,557$5,893iApproximate average salary by contribution assumption: employee only about $147,332 at 4% or $98,221 at 6%; with 50% employer match about $98,221 at 4% or $65,481 at 6%; with 100% employer match about $73,666 at 4% or $49,111 at 6%.
New England Excess Exchange 401(K) Retirement Plan-51$1,612,087$300,557$5,893iApproximate average salary by contribution assumption: employee only about $147,332 at 4% or $98,221 at 6%; with 50% employer match about $98,221 at 4% or $65,481 at 6%; with 100% employer match about $73,666 at 4% or $49,111 at 6%.
2017146$2,606,899$262,514$5,707iApproximate average salary by contribution assumption: employee only about $142,671 at 4% or $95,114 at 6%; with 50% employer match about $95,114 at 4% or $63,409 at 6%; with 100% employer match about $71,335 at 4% or $47,557 at 6%.
New England Excess Exchange 401(K) Retirement Plan-46$2,606,899$262,514$5,707iApproximate average salary by contribution assumption: employee only about $142,671 at 4% or $95,114 at 6%; with 50% employer match about $95,114 at 4% or $63,409 at 6%; with 100% employer match about $71,335 at 4% or $47,557 at 6%.
2016141$1,947,491$244,781$5,970iApproximate average salary by contribution assumption: employee only about $149,257 at 4% or $99,504 at 6%; with 50% employer match about $99,504 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
New England Excess Exchange 401(K) Retirement Plan-41$1,947,491$244,781$5,970iApproximate average salary by contribution assumption: employee only about $149,257 at 4% or $99,504 at 6%; with 50% employer match about $99,504 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
2015138$1,596,366$202,470$5,328iApproximate average salary by contribution assumption: employee only about $133,204 at 4% or $88,803 at 6%; with 50% employer match about $88,803 at 4% or $59,202 at 6%; with 100% employer match about $66,602 at 4% or $44,401 at 6%.
New England Excess Exchange 401(K) Retirement Plan-38$1,596,366$202,470$5,328iApproximate average salary by contribution assumption: employee only about $133,204 at 4% or $88,803 at 6%; with 50% employer match about $88,803 at 4% or $59,202 at 6%; with 100% employer match about $66,602 at 4% or $44,401 at 6%.
2014138$1,466,102$190,390$5,010iApproximate average salary by contribution assumption: employee only about $125,257 at 4% or $83,504 at 6%; with 50% employer match about $83,504 at 4% or $55,670 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
New England Excess Exchange 401(K) Retirement Plan-38$1,466,102$190,390$5,010iApproximate average salary by contribution assumption: employee only about $125,257 at 4% or $83,504 at 6%; with 50% employer match about $83,504 at 4% or $55,670 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
2013131$1,311,843$177,286$5,719iApproximate average salary by contribution assumption: employee only about $142,973 at 4% or $95,315 at 6%; with 50% employer match about $95,315 at 4% or $63,543 at 6%; with 100% employer match about $71,486 at 4% or $47,658 at 6%.
New England Excess Exchange 401(K) Retirement Plan-31$1,311,843$177,286$5,719iApproximate average salary by contribution assumption: employee only about $142,973 at 4% or $95,315 at 6%; with 50% employer match about $95,315 at 4% or $63,543 at 6%; with 100% employer match about $71,486 at 4% or $47,658 at 6%.
2012129$989,343$162,612$5,607iApproximate average salary by contribution assumption: employee only about $140,183 at 4% or $93,455 at 6%; with 50% employer match about $93,455 at 4% or $62,303 at 6%; with 100% employer match about $70,091 at 4% or $46,728 at 6%.
New England Excess Exchange 401(K) Retirement Plan-29$989,343$162,612$5,607iApproximate average salary by contribution assumption: employee only about $140,183 at 4% or $93,455 at 6%; with 50% employer match about $93,455 at 4% or $62,303 at 6%; with 100% employer match about $70,091 at 4% or $46,728 at 6%.
2011128$721,163$160,875$5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,759 at 6%; with 50% employer match about $95,759 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%.
New England Excess Exchange 401(K) Retirement Plan-28$721,163$160,875$5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,759 at 6%; with 50% employer match about $95,759 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%.
2010231$603,798$144,178$4,651iApproximate average salary by contribution assumption: employee only about $116,273 at 4% or $77,515 at 6%; with 50% employer match about $77,515 at 4% or $51,677 at 6%; with 100% employer match about $58,136 at 4% or $38,758 at 6%.
New England Excess Exchange 401(K) Retirement Plan-31$603,798$144,178$4,651iApproximate average salary by contribution assumption: employee only about $116,273 at 4% or $77,515 at 6%; with 50% employer match about $77,515 at 4% or $51,677 at 6%; with 100% employer match about $58,136 at 4% or $38,758 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-0---
2009233$2,402,694$151,411$4,588iApproximate average salary by contribution assumption: employee only about $114,705 at 4% or $76,470 at 6%; with 50% employer match about $76,470 at 4% or $50,980 at 6%; with 100% employer match about $57,353 at 4% or $38,235 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-17$2,006,234--
New England Excess Exchange 401(K) Retirement Plan-33$396,460$151,411$4,588iApproximate average salary by contribution assumption: employee only about $114,705 at 4% or $76,470 at 6%; with 50% employer match about $76,470 at 4% or $50,980 at 6%; with 100% employer match about $57,353 at 4% or $38,235 at 6%.
2008222$227,368$222,499$10,114iApproximate average salary by contribution assumption: employee only about $252,840 at 4% or $168,560 at 6%; with 50% employer match about $168,560 at 4% or $112,373 at 6%; with 100% employer match about $126,420 at 4% or $84,280 at 6%.
New England Excess Exchange 401(K) Retirement Plan-22$227,368$222,499$10,114iApproximate average salary by contribution assumption: employee only about $252,840 at 4% or $168,560 at 6%; with 50% employer match about $168,560 at 4% or $112,373 at 6%; with 100% employer match about $126,420 at 4% or $84,280 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-17---
2007127$0$0-
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-27---
2006136$1,709,416$524,957$14,582iApproximate average salary by contribution assumption: employee only about $364,553 at 4% or $243,036 at 6%; with 50% employer match about $243,036 at 4% or $162,024 at 6%; with 100% employer match about $182,277 at 4% or $121,518 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-36$1,709,416$524,957$14,582iApproximate average salary by contribution assumption: employee only about $364,553 at 4% or $243,036 at 6%; with 50% employer match about $243,036 at 4% or $162,024 at 6%; with 100% employer match about $182,277 at 4% or $121,518 at 6%.
2005135$1,030,595$502,000$14,343iApproximate average salary by contribution assumption: employee only about $358,571 at 4% or $239,048 at 6%; with 50% employer match about $239,048 at 4% or $159,365 at 6%; with 100% employer match about $179,286 at 4% or $119,524 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-35$1,030,595$502,000$14,343iApproximate average salary by contribution assumption: employee only about $358,571 at 4% or $239,048 at 6%; with 50% employer match about $239,048 at 4% or $159,365 at 6%; with 100% employer match about $179,286 at 4% or $119,524 at 6%.
2004128$496,693$492,000$17,571iApproximate average salary by contribution assumption: employee only about $439,286 at 4% or $292,857 at 6%; with 50% employer match about $292,857 at 4% or $195,238 at 6%; with 100% employer match about $219,643 at 4% or $146,429 at 6%.
NEW ENGLAND EXCESS EXCHANGE, LTD DEFINED BENEFIT PENSION PLAN-28$496,693$492,000$17,571iApproximate average salary by contribution assumption: employee only about $439,286 at 4% or $292,857 at 6%; with 50% employer match about $292,857 at 4% or $195,238 at 6%; with 100% employer match about $219,643 at 4% or $146,429 at 6%.