Office and Professional
Plan context: Office and Professional 401K Profit Sharing Plan & Trust
EIN 04-2028226 • Braintree, MA • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,479,526
2024 Contributions
$75,663
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 | 14 | $1,479,526 | $75,663 | $5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 14 | $1,479,526 | $75,663 | $5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%. |
| 2023 | 1 | 12 | $1,237,897 | $64,355 | $5,363iApproximate average salary by contribution assumption: employee only about $134,073 at 4% or $89,382 at 6%; with 50% employer match about $89,382 at 4% or $59,588 at 6%; with 100% employer match about $67,036 at 4% or $44,691 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 12 | $1,237,897 | $64,355 | $5,363iApproximate average salary by contribution assumption: employee only about $134,073 at 4% or $89,382 at 6%; with 50% employer match about $89,382 at 4% or $59,588 at 6%; with 100% employer match about $67,036 at 4% or $44,691 at 6%. |
| 2022 | 1 | 6 | $1,002,171 | $63,700 | $10,617iApproximate average salary by contribution assumption: employee only about $265,417 at 4% or $176,944 at 6%; with 50% employer match about $176,944 at 4% or $117,963 at 6%; with 100% employer match about $132,708 at 4% or $88,472 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $1,002,171 | $63,700 | $10,617iApproximate average salary by contribution assumption: employee only about $265,417 at 4% or $176,944 at 6%; with 50% employer match about $176,944 at 4% or $117,963 at 6%; with 100% employer match about $132,708 at 4% or $88,472 at 6%. |
| 2021 | 1 | 8 | $1,169,028 | $64,973 | $8,122iApproximate average salary by contribution assumption: employee only about $203,041 at 4% or $135,360 at 6%; with 50% employer match about $135,360 at 4% or $90,240 at 6%; with 100% employer match about $101,520 at 4% or $67,680 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 8 | $1,169,028 | $64,973 | $8,122iApproximate average salary by contribution assumption: employee only about $203,041 at 4% or $135,360 at 6%; with 50% employer match about $135,360 at 4% or $90,240 at 6%; with 100% employer match about $101,520 at 4% or $67,680 at 6%. |
| 2020 | 1 | 8 | $972,577 | $60,977 | $7,622iApproximate average salary by contribution assumption: employee only about $190,553 at 4% or $127,035 at 6%; with 50% employer match about $127,035 at 4% or $84,690 at 6%; with 100% employer match about $95,277 at 4% or $63,518 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 8 | $972,577 | $60,977 | $7,622iApproximate average salary by contribution assumption: employee only about $190,553 at 4% or $127,035 at 6%; with 50% employer match about $127,035 at 4% or $84,690 at 6%; with 100% employer match about $95,277 at 4% or $63,518 at 6%. |
| 2019 | 1 | 9 | $791,797 | $61,208 | $6,801iApproximate average salary by contribution assumption: employee only about $170,022 at 4% or $113,348 at 6%; with 50% employer match about $113,348 at 4% or $75,565 at 6%; with 100% employer match about $85,011 at 4% or $56,674 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 9 | $791,797 | $61,208 | $6,801iApproximate average salary by contribution assumption: employee only about $170,022 at 4% or $113,348 at 6%; with 50% employer match about $113,348 at 4% or $75,565 at 6%; with 100% employer match about $85,011 at 4% or $56,674 at 6%. |
| 2018 | 1 | 8 | $575,030 | $56,546 | $7,068iApproximate average salary by contribution assumption: employee only about $176,706 at 4% or $117,804 at 6%; with 50% employer match about $117,804 at 4% or $78,536 at 6%; with 100% employer match about $88,353 at 4% or $58,902 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 8 | $575,030 | $56,546 | $7,068iApproximate average salary by contribution assumption: employee only about $176,706 at 4% or $117,804 at 6%; with 50% employer match about $117,804 at 4% or $78,536 at 6%; with 100% employer match about $88,353 at 4% or $58,902 at 6%. |
| 2017 | 1 | 6 | $568,058 | $59,785 | $9,964iApproximate average salary by contribution assumption: employee only about $249,104 at 4% or $166,069 at 6%; with 50% employer match about $166,069 at 4% or $110,713 at 6%; with 100% employer match about $124,552 at 4% or $83,035 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $568,058 | $59,785 | $9,964iApproximate average salary by contribution assumption: employee only about $249,104 at 4% or $166,069 at 6%; with 50% employer match about $166,069 at 4% or $110,713 at 6%; with 100% employer match about $124,552 at 4% or $83,035 at 6%. |
| 2016 | 1 | 6 | $424,428 | $42,564 | $7,094iApproximate average salary by contribution assumption: employee only about $177,350 at 4% or $118,233 at 6%; with 50% employer match about $118,233 at 4% or $78,822 at 6%; with 100% employer match about $88,675 at 4% or $59,117 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $424,428 | $42,564 | $7,094iApproximate average salary by contribution assumption: employee only about $177,350 at 4% or $118,233 at 6%; with 50% employer match about $118,233 at 4% or $78,822 at 6%; with 100% employer match about $88,675 at 4% or $59,117 at 6%. |
| 2015 | 1 | 7 | $473,895 | $30,866 | $4,409iApproximate average salary by contribution assumption: employee only about $110,236 at 4% or $73,490 at 6%; with 50% employer match about $73,490 at 4% or $48,994 at 6%; with 100% employer match about $55,118 at 4% or $36,745 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 7 | $473,895 | $30,866 | $4,409iApproximate average salary by contribution assumption: employee only about $110,236 at 4% or $73,490 at 6%; with 50% employer match about $73,490 at 4% or $48,994 at 6%; with 100% employer match about $55,118 at 4% or $36,745 at 6%. |
| 2014 | 1 | 7 | $451,996 | $38,418 | $5,488iApproximate average salary by contribution assumption: employee only about $137,207 at 4% or $91,471 at 6%; with 50% employer match about $91,471 at 4% or $60,981 at 6%; with 100% employer match about $68,604 at 4% or $45,736 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 7 | $451,996 | $38,418 | $5,488iApproximate average salary by contribution assumption: employee only about $137,207 at 4% or $91,471 at 6%; with 50% employer match about $91,471 at 4% or $60,981 at 6%; with 100% employer match about $68,604 at 4% or $45,736 at 6%. |
| 2013 | 1 | 6 | $387,631 | $35,415 | $5,903iApproximate average salary by contribution assumption: employee only about $147,563 at 4% or $98,375 at 6%; with 50% employer match about $98,375 at 4% or $65,583 at 6%; with 100% employer match about $73,781 at 4% or $49,188 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $387,631 | $35,415 | $5,903iApproximate average salary by contribution assumption: employee only about $147,563 at 4% or $98,375 at 6%; with 50% employer match about $98,375 at 4% or $65,583 at 6%; with 100% employer match about $73,781 at 4% or $49,188 at 6%. |
| 2012 | 1 | 6 | $365,376 | $29,399 | $4,900iApproximate average salary by contribution assumption: employee only about $122,496 at 4% or $81,664 at 6%; with 50% employer match about $81,664 at 4% or $54,443 at 6%; with 100% employer match about $61,248 at 4% or $40,832 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $365,376 | $29,399 | $4,900iApproximate average salary by contribution assumption: employee only about $122,496 at 4% or $81,664 at 6%; with 50% employer match about $81,664 at 4% or $54,443 at 6%; with 100% employer match about $61,248 at 4% or $40,832 at 6%. |
| 2011 | 1 | 5 | $290,756 | $28,818 | $5,764iApproximate average salary by contribution assumption: employee only about $144,090 at 4% or $96,060 at 6%; with 50% employer match about $96,060 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 5 | $290,756 | $28,818 | $5,764iApproximate average salary by contribution assumption: employee only about $144,090 at 4% or $96,060 at 6%; with 50% employer match about $96,060 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%. |
| 2010 | 1 | 5 | $265,146 | $33,039 | $6,608iApproximate average salary by contribution assumption: employee only about $165,195 at 4% or $110,130 at 6%; with 50% employer match about $110,130 at 4% or $73,420 at 6%; with 100% employer match about $82,598 at 4% or $55,065 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 5 | $265,146 | $33,039 | $6,608iApproximate average salary by contribution assumption: employee only about $165,195 at 4% or $110,130 at 6%; with 50% employer match about $110,130 at 4% or $73,420 at 6%; with 100% employer match about $82,598 at 4% or $55,065 at 6%. |
| 2009 | 1 | 5 | $219,443 | $34,213 | $6,843iApproximate average salary by contribution assumption: employee only about $171,065 at 4% or $114,043 at 6%; with 50% employer match about $114,043 at 4% or $76,029 at 6%; with 100% employer match about $85,533 at 4% or $57,022 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 5 | $219,443 | $34,213 | $6,843iApproximate average salary by contribution assumption: employee only about $171,065 at 4% or $114,043 at 6%; with 50% employer match about $114,043 at 4% or $76,029 at 6%; with 100% employer match about $85,533 at 4% or $57,022 at 6%. |
| 2008 | 1 | 10 | $142,842 | $73,595 | $7,360iApproximate average salary by contribution assumption: employee only about $183,988 at 4% or $122,658 at 6%; with 50% employer match about $122,658 at 4% or $81,772 at 6%; with 100% employer match about $91,994 at 4% or $61,329 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 10 | $142,842 | $73,595 | $7,360iApproximate average salary by contribution assumption: employee only about $183,988 at 4% or $122,658 at 6%; with 50% employer match about $122,658 at 4% or $81,772 at 6%; with 100% employer match about $91,994 at 4% or $61,329 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 2006 | 1 | 6 | $180,047 | $19,076 | $3,179iApproximate average salary by contribution assumption: employee only about $79,483 at 4% or $52,989 at 6%; with 50% employer match about $52,989 at 4% or $35,326 at 6%; with 100% employer match about $39,742 at 4% or $26,494 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 6 | $180,047 | $19,076 | $3,179iApproximate average salary by contribution assumption: employee only about $79,483 at 4% or $52,989 at 6%; with 50% employer match about $52,989 at 4% or $35,326 at 6%; with 100% employer match about $39,742 at 4% or $26,494 at 6%. |
| 2005 | 1 | 8 | $147,409 | $11,207 | $1,401iApproximate average salary by contribution assumption: employee only about $35,022 at 4% or $23,348 at 6%; with 50% employer match about $23,348 at 4% or $15,565 at 6%; with 100% employer match about $17,511 at 4% or $11,674 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 8 | $147,409 | $11,207 | $1,401iApproximate average salary by contribution assumption: employee only about $35,022 at 4% or $23,348 at 6%; with 50% employer match about $23,348 at 4% or $15,565 at 6%; with 100% employer match about $17,511 at 4% or $11,674 at 6%. |
| 2004 | 1 | 8 | $145,522 | $18,237 | $2,280iApproximate average salary by contribution assumption: employee only about $56,991 at 4% or $37,994 at 6%; with 50% employer match about $37,994 at 4% or $25,329 at 6%; with 100% employer match about $28,495 at 4% or $18,997 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 8 | $145,522 | $18,237 | $2,280iApproximate average salary by contribution assumption: employee only about $56,991 at 4% or $37,994 at 6%; with 50% employer match about $37,994 at 4% or $25,329 at 6%; with 100% employer match about $28,495 at 4% or $18,997 at 6%. |
| 2003 | 1 | 7 | $117,860 | $19,888 | $2,841iApproximate average salary by contribution assumption: employee only about $71,029 at 4% or $47,352 at 6%; with 50% employer match about $47,352 at 4% or $31,568 at 6%; with 100% employer match about $35,514 at 4% or $23,676 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 7 | $117,860 | $19,888 | $2,841iApproximate average salary by contribution assumption: employee only about $71,029 at 4% or $47,352 at 6%; with 50% employer match about $47,352 at 4% or $31,568 at 6%; with 100% employer match about $35,514 at 4% or $23,676 at 6%. |
| 2002 | 1 | 10 | $91,544 | $21,102 | $2,110iApproximate average salary by contribution assumption: employee only about $52,755 at 4% or $35,170 at 6%; with 50% employer match about $35,170 at 4% or $23,447 at 6%; with 100% employer match about $26,377 at 4% or $17,585 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 10 | $91,544 | $21,102 | $2,110iApproximate average salary by contribution assumption: employee only about $52,755 at 4% or $35,170 at 6%; with 50% employer match about $35,170 at 4% or $23,447 at 6%; with 100% employer match about $26,377 at 4% or $17,585 at 6%. |
| 2000 | 1 | 11 | $0 | $0 | - |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 1999 | 1 | 9 | $83,751 | $56,876 | $6,320iApproximate average salary by contribution assumption: employee only about $157,989 at 4% or $105,326 at 6%; with 50% employer match about $105,326 at 4% or $70,217 at 6%; with 100% employer match about $78,994 at 4% or $52,663 at 6%. |
| Office and Professional 401K Profit Sharing Plan & Trust | - | 9 | $83,751 | $56,876 | $6,320iApproximate average salary by contribution assumption: employee only about $157,989 at 4% or $105,326 at 6%; with 50% employer match about $105,326 at 4% or $70,217 at 6%; with 100% employer match about $78,994 at 4% or $52,663 at 6%. |