Southern Massachusetts Telephone Workers Cu
Plan context: Southern Massachusetts Telephone Workers Cu 401K Plan and Trust
EIN 04-1853650 • Fairhaven, MA • 33 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$4,633,468
2024 Contributions
$256,483
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 59 | $4,633,468 | $256,483 | $4,347iApproximate average salary by contribution assumption: employee only about $108,679 at 4% or $72,453 at 6%; with 50% employer match about $72,453 at 4% or $48,302 at 6%; with 100% employer match about $54,340 at 4% or $36,226 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 59 | $4,633,468 | $256,483 | $4,347iApproximate average salary by contribution assumption: employee only about $108,679 at 4% or $72,453 at 6%; with 50% employer match about $72,453 at 4% or $48,302 at 6%; with 100% employer match about $54,340 at 4% or $36,226 at 6%. |
| 2023 | 1 | 93 | $4,389,368 | $385,679 | $4,147iApproximate average salary by contribution assumption: employee only about $103,677 at 4% or $69,118 at 6%; with 50% employer match about $69,118 at 4% or $46,079 at 6%; with 100% employer match about $51,839 at 4% or $34,559 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 93 | $4,389,368 | $385,679 | $4,147iApproximate average salary by contribution assumption: employee only about $103,677 at 4% or $69,118 at 6%; with 50% employer match about $69,118 at 4% or $46,079 at 6%; with 100% employer match about $51,839 at 4% or $34,559 at 6%. |
| 2022 | 1 | 101 | $4,298,640 | $648,441 | $6,420iApproximate average salary by contribution assumption: employee only about $160,505 at 4% or $107,003 at 6%; with 50% employer match about $107,003 at 4% or $71,336 at 6%; with 100% employer match about $80,253 at 4% or $53,502 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 101 | $4,298,640 | $648,441 | $6,420iApproximate average salary by contribution assumption: employee only about $160,505 at 4% or $107,003 at 6%; with 50% employer match about $107,003 at 4% or $71,336 at 6%; with 100% employer match about $80,253 at 4% or $53,502 at 6%. |
| 2021 | 1 | 96 | $4,877,148 | $879,160 | $9,158iApproximate average salary by contribution assumption: employee only about $228,948 at 4% or $152,632 at 6%; with 50% employer match about $152,632 at 4% or $101,755 at 6%; with 100% employer match about $114,474 at 4% or $76,316 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 96 | $4,877,148 | $879,160 | $9,158iApproximate average salary by contribution assumption: employee only about $228,948 at 4% or $152,632 at 6%; with 50% employer match about $152,632 at 4% or $101,755 at 6%; with 100% employer match about $114,474 at 4% or $76,316 at 6%. |
| 2020 | 1 | 82 | $3,791,066 | $663,879 | $8,096iApproximate average salary by contribution assumption: employee only about $202,402 at 4% or $134,935 at 6%; with 50% employer match about $134,935 at 4% or $89,957 at 6%; with 100% employer match about $101,201 at 4% or $67,467 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 82 | $3,791,066 | $663,879 | $8,096iApproximate average salary by contribution assumption: employee only about $202,402 at 4% or $134,935 at 6%; with 50% employer match about $134,935 at 4% or $89,957 at 6%; with 100% employer match about $101,201 at 4% or $67,467 at 6%. |
| 2019 | 1 | 71 | $3,532,131 | $422,942 | $5,957iApproximate average salary by contribution assumption: employee only about $148,923 at 4% or $99,282 at 6%; with 50% employer match about $99,282 at 4% or $66,188 at 6%; with 100% employer match about $74,462 at 4% or $49,641 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 71 | $3,532,131 | $422,942 | $5,957iApproximate average salary by contribution assumption: employee only about $148,923 at 4% or $99,282 at 6%; with 50% employer match about $99,282 at 4% or $66,188 at 6%; with 100% employer match about $74,462 at 4% or $49,641 at 6%. |
| 2018 | 1 | 60 | $4,348,587 | $407,921 | $6,799iApproximate average salary by contribution assumption: employee only about $169,967 at 4% or $113,311 at 6%; with 50% employer match about $113,311 at 4% or $75,541 at 6%; with 100% employer match about $84,984 at 4% or $56,656 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 60 | $4,348,587 | $407,921 | $6,799iApproximate average salary by contribution assumption: employee only about $169,967 at 4% or $113,311 at 6%; with 50% employer match about $113,311 at 4% or $75,541 at 6%; with 100% employer match about $84,984 at 4% or $56,656 at 6%. |
| 2017 | 1 | 52 | $4,782,663 | $212,648 | $4,089iApproximate average salary by contribution assumption: employee only about $102,235 at 4% or $68,156 at 6%; with 50% employer match about $68,156 at 4% or $45,438 at 6%; with 100% employer match about $51,117 at 4% or $34,078 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 52 | $4,782,663 | $212,648 | $4,089iApproximate average salary by contribution assumption: employee only about $102,235 at 4% or $68,156 at 6%; with 50% employer match about $68,156 at 4% or $45,438 at 6%; with 100% employer match about $51,117 at 4% or $34,078 at 6%. |
| 2016 | 1 | 51 | $4,130,534 | $211,734 | $4,152iApproximate average salary by contribution assumption: employee only about $103,791 at 4% or $69,194 at 6%; with 50% employer match about $69,194 at 4% or $46,129 at 6%; with 100% employer match about $51,896 at 4% or $34,597 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 51 | $4,130,534 | $211,734 | $4,152iApproximate average salary by contribution assumption: employee only about $103,791 at 4% or $69,194 at 6%; with 50% employer match about $69,194 at 4% or $46,129 at 6%; with 100% employer match about $51,896 at 4% or $34,597 at 6%. |
| 2015 | 1 | 52 | $3,956,333 | $205,068 | $3,944iApproximate average salary by contribution assumption: employee only about $98,590 at 4% or $65,727 at 6%; with 50% employer match about $65,727 at 4% or $43,818 at 6%; with 100% employer match about $49,295 at 4% or $32,863 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 52 | $3,956,333 | $205,068 | $3,944iApproximate average salary by contribution assumption: employee only about $98,590 at 4% or $65,727 at 6%; with 50% employer match about $65,727 at 4% or $43,818 at 6%; with 100% employer match about $49,295 at 4% or $32,863 at 6%. |
| 2014 | 1 | 41 | $3,301,315 | $170,278 | $4,153iApproximate average salary by contribution assumption: employee only about $103,828 at 4% or $69,219 at 6%; with 50% employer match about $69,219 at 4% or $46,146 at 6%; with 100% employer match about $51,914 at 4% or $34,609 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 41 | $3,301,315 | $170,278 | $4,153iApproximate average salary by contribution assumption: employee only about $103,828 at 4% or $69,219 at 6%; with 50% employer match about $69,219 at 4% or $46,146 at 6%; with 100% employer match about $51,914 at 4% or $34,609 at 6%. |
| 2013 | 1 | 34 | $3,043,720 | $140,338 | $4,128iApproximate average salary by contribution assumption: employee only about $103,190 at 4% or $68,793 at 6%; with 50% employer match about $68,793 at 4% or $45,862 at 6%; with 100% employer match about $51,595 at 4% or $34,397 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 34 | $3,043,720 | $140,338 | $4,128iApproximate average salary by contribution assumption: employee only about $103,190 at 4% or $68,793 at 6%; with 50% employer match about $68,793 at 4% or $45,862 at 6%; with 100% employer match about $51,595 at 4% or $34,397 at 6%. |
| 2012 | 1 | 34 | $2,548,773 | $141,818 | $4,171iApproximate average salary by contribution assumption: employee only about $104,278 at 4% or $69,519 at 6%; with 50% employer match about $69,519 at 4% or $46,346 at 6%; with 100% employer match about $52,139 at 4% or $34,759 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 34 | $2,548,773 | $141,818 | $4,171iApproximate average salary by contribution assumption: employee only about $104,278 at 4% or $69,519 at 6%; with 50% employer match about $69,519 at 4% or $46,346 at 6%; with 100% employer match about $52,139 at 4% or $34,759 at 6%. |
| 2011 | 1 | 34 | $2,227,020 | $126,156 | $3,710iApproximate average salary by contribution assumption: employee only about $92,762 at 4% or $61,841 at 6%; with 50% employer match about $61,841 at 4% or $41,227 at 6%; with 100% employer match about $46,381 at 4% or $30,921 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 34 | $2,227,020 | $126,156 | $3,710iApproximate average salary by contribution assumption: employee only about $92,762 at 4% or $61,841 at 6%; with 50% employer match about $61,841 at 4% or $41,227 at 6%; with 100% employer match about $46,381 at 4% or $30,921 at 6%. |
| 2010 | 1 | 31 | $2,209,179 | $147,776 | $4,767iApproximate average salary by contribution assumption: employee only about $119,174 at 4% or $79,449 at 6%; with 50% employer match about $79,449 at 4% or $52,966 at 6%; with 100% employer match about $59,587 at 4% or $39,725 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 31 | $2,209,179 | $147,776 | $4,767iApproximate average salary by contribution assumption: employee only about $119,174 at 4% or $79,449 at 6%; with 50% employer match about $79,449 at 4% or $52,966 at 6%; with 100% employer match about $59,587 at 4% or $39,725 at 6%. |
| 2009 | 1 | 30 | $1,904,600 | $138,031 | $4,601iApproximate average salary by contribution assumption: employee only about $115,026 at 4% or $76,684 at 6%; with 50% employer match about $76,684 at 4% or $51,123 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 30 | $1,904,600 | $138,031 | $4,601iApproximate average salary by contribution assumption: employee only about $115,026 at 4% or $76,684 at 6%; with 50% employer match about $76,684 at 4% or $51,123 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%. |
| 2008 | 1 | 26 | $1,596,004 | $155,073 | $5,964iApproximate average salary by contribution assumption: employee only about $149,109 at 4% or $99,406 at 6%; with 50% employer match about $99,406 at 4% or $66,271 at 6%; with 100% employer match about $74,554 at 4% or $49,703 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 26 | $1,596,004 | $155,073 | $5,964iApproximate average salary by contribution assumption: employee only about $149,109 at 4% or $99,406 at 6%; with 50% employer match about $99,406 at 4% or $66,271 at 6%; with 100% employer match about $74,554 at 4% or $49,703 at 6%. |
| 2007 | 1 | 27 | $0 | $0 | - |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 27 | - | - | - |
| 2006 | 1 | 25 | $1,794,300 | $146,465 | $5,859iApproximate average salary by contribution assumption: employee only about $146,465 at 4% or $97,643 at 6%; with 50% employer match about $97,643 at 4% or $65,096 at 6%; with 100% employer match about $73,233 at 4% or $48,822 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 25 | $1,794,300 | $146,465 | $5,859iApproximate average salary by contribution assumption: employee only about $146,465 at 4% or $97,643 at 6%; with 50% employer match about $97,643 at 4% or $65,096 at 6%; with 100% employer match about $73,233 at 4% or $48,822 at 6%. |
| 2005 | 2 | 24 | $1,505,907 | $143,024 | $5,959iApproximate average salary by contribution assumption: employee only about $148,983 at 4% or $99,322 at 6%; with 50% employer match about $99,322 at 4% or $66,215 at 6%; with 100% employer match about $74,492 at 4% or $49,661 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 24 | $1,505,907 | $143,024 | $5,959iApproximate average salary by contribution assumption: employee only about $148,983 at 4% or $99,322 at 6%; with 50% employer match about $99,322 at 4% or $66,215 at 6%; with 100% employer match about $74,492 at 4% or $49,661 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 0 | - | - | - |
| 2004 | 2 | 23 | $1,376,800 | $114,950 | $4,998iApproximate average salary by contribution assumption: employee only about $124,946 at 4% or $83,297 at 6%; with 50% employer match about $83,297 at 4% or $55,531 at 6%; with 100% employer match about $62,473 at 4% or $41,649 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 23 | $1,068,509 | $80,700 | $3,509iApproximate average salary by contribution assumption: employee only about $87,717 at 4% or $58,478 at 6%; with 50% employer match about $58,478 at 4% or $38,986 at 6%; with 100% employer match about $43,859 at 4% or $29,239 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 23 | $308,291 | $34,250 | $1,489iApproximate average salary by contribution assumption: employee only about $37,228 at 4% or $24,819 at 6%; with 50% employer match about $24,819 at 4% or $16,546 at 6%; with 100% employer match about $18,614 at 4% or $12,409 at 6%. |
| 2003 | 2 | 23 | $1,202,435 | $102,547 | $4,459iApproximate average salary by contribution assumption: employee only about $111,464 at 4% or $74,309 at 6%; with 50% employer match about $74,309 at 4% or $49,540 at 6%; with 100% employer match about $55,732 at 4% or $37,155 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 23 | $950,776 | $71,972 | $3,129iApproximate average salary by contribution assumption: employee only about $78,230 at 4% or $52,154 at 6%; with 50% employer match about $52,154 at 4% or $34,769 at 6%; with 100% employer match about $39,115 at 4% or $26,077 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 23 | $251,659 | $30,575 | $1,329iApproximate average salary by contribution assumption: employee only about $33,234 at 4% or $22,156 at 6%; with 50% employer match about $22,156 at 4% or $14,771 at 6%; with 100% employer match about $16,617 at 4% or $11,078 at 6%. |
| 2002 | 2 | 23 | $1,034,389 | $68,337 | $2,971iApproximate average salary by contribution assumption: employee only about $74,279 at 4% or $49,520 at 6%; with 50% employer match about $49,520 at 4% or $33,013 at 6%; with 100% employer match about $37,140 at 4% or $24,760 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 22 | $844,984 | $41,071 | $1,867iApproximate average salary by contribution assumption: employee only about $46,672 at 4% or $31,114 at 6%; with 50% employer match about $31,114 at 4% or $20,743 at 6%; with 100% employer match about $23,336 at 4% or $15,557 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 23 | $189,405 | $27,266 | $1,185iApproximate average salary by contribution assumption: employee only about $29,637 at 4% or $19,758 at 6%; with 50% employer match about $19,758 at 4% or $13,172 at 6%; with 100% employer match about $14,818 at 4% or $9,879 at 6%. |
| 2001 | 2 | 21 | $199,826 | $113,309 | $5,396iApproximate average salary by contribution assumption: employee only about $134,892 at 4% or $89,928 at 6%; with 50% employer match about $89,928 at 4% or $59,952 at 6%; with 100% employer match about $67,446 at 4% or $44,964 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 21 | $199,826 | $113,309 | $5,396iApproximate average salary by contribution assumption: employee only about $134,892 at 4% or $89,928 at 6%; with 50% employer match about $89,928 at 4% or $59,952 at 6%; with 100% employer match about $67,446 at 4% or $44,964 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 21 | - | - | - |
| 2000 | 2 | 23 | $109,206 | $37,177 | $1,616iApproximate average salary by contribution assumption: employee only about $40,410 at 4% or $26,940 at 6%; with 50% employer match about $26,940 at 4% or $17,960 at 6%; with 100% employer match about $20,205 at 4% or $13,470 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 23 | $109,206 | $37,177 | $1,616iApproximate average salary by contribution assumption: employee only about $40,410 at 4% or $26,940 at 6%; with 50% employer match about $26,940 at 4% or $17,960 at 6%; with 100% employer match about $20,205 at 4% or $13,470 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 20 | - | - | - |
| 1999 | 2 | 22 | $1,067,250 | $104,376 | $4,744iApproximate average salary by contribution assumption: employee only about $118,609 at 4% or $79,073 at 6%; with 50% employer match about $79,073 at 4% or $52,715 at 6%; with 100% employer match about $59,305 at 4% or $39,536 at 6%. |
| Southern Massachusetts Telephone Workers Cu Money Purchase Plan & Trust | - | 22 | $982,472 | $74,179 | $3,372iApproximate average salary by contribution assumption: employee only about $84,294 at 4% or $56,196 at 6%; with 50% employer match about $56,196 at 4% or $37,464 at 6%; with 100% employer match about $42,147 at 4% or $28,098 at 6%. |
| Southern Massachusetts Telephone Workers Cu 401K Plan and Trust | - | 20 | $84,778 | $30,197 | $1,510iApproximate average salary by contribution assumption: employee only about $37,746 at 4% or $25,164 at 6%; with 50% employer match about $25,164 at 4% or $16,776 at 6%; with 100% employer match about $18,873 at 4% or $12,582 at 6%. |