ELLIS MEMORIAL & ELDREDGE HOUSE
Plan context: ELLIS EARLY LEARNING RETIREMENT PLAN
EIN 04-2104168 • Boston, MA • 29 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$684,595
2024 Contributions
$203,531
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 | 47 | $684,595 | $203,531 | $4,330iApproximate average salary by contribution assumption: employee only about $108,261 at 4% or $72,174 at 6%; with 50% employer match about $72,174 at 4% or $48,116 at 6%; with 100% employer match about $54,131 at 4% or $36,087 at 6%. |
| ELLIS EARLY LEARNING RETIREMENT PLAN | - | 47 | $684,595 | $203,531 | $4,330iApproximate average salary by contribution assumption: employee only about $108,261 at 4% or $72,174 at 6%; with 50% employer match about $72,174 at 4% or $48,116 at 6%; with 100% employer match about $54,131 at 4% or $36,087 at 6%. |
| 2023 | 1 | 62 | $625,842 | $114,157 | $1,841iApproximate average salary by contribution assumption: employee only about $46,031 at 4% or $30,687 at 6%; with 50% employer match about $30,687 at 4% or $20,458 at 6%; with 100% employer match about $23,016 at 4% or $15,344 at 6%. |
| 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 62 | $625,842 | $114,157 | $1,841iApproximate average salary by contribution assumption: employee only about $46,031 at 4% or $30,687 at 6%; with 50% employer match about $30,687 at 4% or $20,458 at 6%; with 100% employer match about $23,016 at 4% or $15,344 at 6%. |
| 2022 | 1 | 67 | $491,569 | $104,275 | $1,556iApproximate average salary by contribution assumption: employee only about $38,909 at 4% or $25,939 at 6%; with 50% employer match about $25,939 at 4% or $17,293 at 6%; with 100% employer match about $19,454 at 4% or $12,970 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 67 | $491,569 | $104,275 | $1,556iApproximate average salary by contribution assumption: employee only about $38,909 at 4% or $25,939 at 6%; with 50% employer match about $25,939 at 4% or $17,293 at 6%; with 100% employer match about $19,454 at 4% or $12,970 at 6%. |
| 2021 | 1 | 62 | $536,267 | $81,827 | $1,320iApproximate average salary by contribution assumption: employee only about $32,995 at 4% or $21,997 at 6%; with 50% employer match about $21,997 at 4% or $14,664 at 6%; with 100% employer match about $16,497 at 4% or $10,998 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 62 | $536,267 | $81,827 | $1,320iApproximate average salary by contribution assumption: employee only about $32,995 at 4% or $21,997 at 6%; with 50% employer match about $21,997 at 4% or $14,664 at 6%; with 100% employer match about $16,497 at 4% or $10,998 at 6%. |
| 2020 | 1 | 57 | $400,181 | $73,576 | $1,291iApproximate average salary by contribution assumption: employee only about $32,270 at 4% or $21,513 at 6%; with 50% employer match about $21,513 at 4% or $14,342 at 6%; with 100% employer match about $16,135 at 4% or $10,757 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 57 | $400,181 | $73,576 | $1,291iApproximate average salary by contribution assumption: employee only about $32,270 at 4% or $21,513 at 6%; with 50% employer match about $21,513 at 4% or $14,342 at 6%; with 100% employer match about $16,135 at 4% or $10,757 at 6%. |
| 2019 | 2 | 63 | $356,842 | $67,890 | $1,078iApproximate average salary by contribution assumption: employee only about $26,940 at 4% or $17,960 at 6%; with 50% employer match about $17,960 at 4% or $11,974 at 6%; with 100% employer match about $13,470 at 4% or $8,980 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 63 | $356,842 | $67,890 | $1,078iApproximate average salary by contribution assumption: employee only about $26,940 at 4% or $17,960 at 6%; with 50% employer match about $17,960 at 4% or $11,974 at 6%; with 100% employer match about $13,470 at 4% or $8,980 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 0 | $0 | $0 | - |
| 2018 | 2 | 66 | $348,284 | $119,866 | $1,816iApproximate average salary by contribution assumption: employee only about $45,404 at 4% or $30,269 at 6%; with 50% employer match about $30,269 at 4% or $20,179 at 6%; with 100% employer match about $22,702 at 4% or $15,135 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 66 | $285,256 | $99,866 | $1,513iApproximate average salary by contribution assumption: employee only about $37,828 at 4% or $25,219 at 6%; with 50% employer match about $25,219 at 4% or $16,812 at 6%; with 100% employer match about $18,914 at 4% or $12,609 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 1 | $63,028 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2017 | 2 | 40 | $907,704 | $71,536 | $1,788iApproximate average salary by contribution assumption: employee only about $44,710 at 4% or $29,807 at 6%; with 50% employer match about $29,807 at 4% or $19,871 at 6%; with 100% employer match about $22,355 at 4% or $14,903 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE INC | - | 40 | $852,195 | $55,536 | $1,388iApproximate average salary by contribution assumption: employee only about $34,710 at 4% or $23,140 at 6%; with 50% employer match about $23,140 at 4% or $15,427 at 6%; with 100% employer match about $17,355 at 4% or $11,570 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE INC | - | 1 | $55,509 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2016 | 2 | 42 | $738,654 | $88,631 | $2,110iApproximate average salary by contribution assumption: employee only about $52,757 at 4% or $35,171 at 6%; with 50% employer match about $35,171 at 4% or $23,447 at 6%; with 100% employer match about $26,378 at 4% or $17,586 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 42 | $704,176 | $72,631 | $1,729iApproximate average salary by contribution assumption: employee only about $43,233 at 4% or $28,822 at 6%; with 50% employer match about $28,822 at 4% or $19,215 at 6%; with 100% employer match about $21,616 at 4% or $14,411 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 1 | $34,478 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2015 | 2 | 44 | $712,651 | $90,587 | $2,059iApproximate average salary by contribution assumption: employee only about $51,470 at 4% or $34,313 at 6%; with 50% employer match about $34,313 at 4% or $22,876 at 6%; with 100% employer match about $25,735 at 4% or $17,157 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 44 | $697,787 | $75,433 | $1,714iApproximate average salary by contribution assumption: employee only about $42,860 at 4% or $28,573 at 6%; with 50% employer match about $28,573 at 4% or $19,049 at 6%; with 100% employer match about $21,430 at 4% or $14,287 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 1 | $14,864 | $15,154 | $15,154iApproximate average salary by contribution assumption: employee only about $378,850 at 4% or $252,567 at 6%; with 50% employer match about $252,567 at 4% or $168,378 at 6%; with 100% employer match about $189,425 at 4% or $126,283 at 6%. |
| 2014 | 1 | 43 | $729,767 | $94,295 | $2,193iApproximate average salary by contribution assumption: employee only about $54,823 at 4% or $36,548 at 6%; with 50% employer match about $36,548 at 4% or $24,366 at 6%; with 100% employer match about $27,411 at 4% or $18,274 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 43 | $729,767 | $94,295 | $2,193iApproximate average salary by contribution assumption: employee only about $54,823 at 4% or $36,548 at 6%; with 50% employer match about $36,548 at 4% or $24,366 at 6%; with 100% employer match about $27,411 at 4% or $18,274 at 6%. |
| 2013 | 1 | 42 | $846,001 | $104,210 | $2,481iApproximate average salary by contribution assumption: employee only about $62,030 at 4% or $41,353 at 6%; with 50% employer match about $41,353 at 4% or $27,569 at 6%; with 100% employer match about $31,015 at 4% or $20,677 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 42 | $846,001 | $104,210 | $2,481iApproximate average salary by contribution assumption: employee only about $62,030 at 4% or $41,353 at 6%; with 50% employer match about $41,353 at 4% or $27,569 at 6%; with 100% employer match about $31,015 at 4% or $20,677 at 6%. |
| 2012 | 1 | 32 | $686,982 | $84,029 | $2,626iApproximate average salary by contribution assumption: employee only about $65,648 at 4% or $43,765 at 6%; with 50% employer match about $43,765 at 4% or $29,177 at 6%; with 100% employer match about $32,824 at 4% or $21,883 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 32 | $686,982 | $84,029 | $2,626iApproximate average salary by contribution assumption: employee only about $65,648 at 4% or $43,765 at 6%; with 50% employer match about $43,765 at 4% or $29,177 at 6%; with 100% employer match about $32,824 at 4% or $21,883 at 6%. |
| 2011 | 1 | 33 | $644,728 | $73,702 | $2,233iApproximate average salary by contribution assumption: employee only about $55,835 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,612 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 33 | $644,728 | $73,702 | $2,233iApproximate average salary by contribution assumption: employee only about $55,835 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,612 at 6%. |
| 2010 | 1 | 31 | $618,208 | $70,004 | $2,258iApproximate average salary by contribution assumption: employee only about $56,455 at 4% or $37,637 at 6%; with 50% employer match about $37,637 at 4% or $25,091 at 6%; with 100% employer match about $28,227 at 4% or $18,818 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 31 | $618,208 | $70,004 | $2,258iApproximate average salary by contribution assumption: employee only about $56,455 at 4% or $37,637 at 6%; with 50% employer match about $37,637 at 4% or $25,091 at 6%; with 100% employer match about $28,227 at 4% or $18,818 at 6%. |
| 2009 | 1 | 33 | $544,020 | $103,262 | $3,129iApproximate average salary by contribution assumption: employee only about $78,229 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,768 at 6%; with 100% employer match about $39,114 at 4% or $26,076 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. | - | 33 | $544,020 | $103,262 | $3,129iApproximate average salary by contribution assumption: employee only about $78,229 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,768 at 6%; with 100% employer match about $39,114 at 4% or $26,076 at 6%. |
| 2008 | 1 | 28 | $389,857 | $94,779 | $3,385iApproximate average salary by contribution assumption: employee only about $84,624 at 4% or $56,416 at 6%; with 50% employer match about $56,416 at 4% or $37,611 at 6%; with 100% employer match about $42,312 at 4% or $28,208 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 28 | $389,857 | $94,779 | $3,385iApproximate average salary by contribution assumption: employee only about $84,624 at 4% or $56,416 at 6%; with 50% employer match about $56,416 at 4% or $37,611 at 6%; with 100% employer match about $42,312 at 4% or $28,208 at 6%. |
| 2007 | 1 | 31 | $481,273 | $77,401 | $2,497iApproximate average salary by contribution assumption: employee only about $62,420 at 4% or $41,613 at 6%; with 50% employer match about $41,613 at 4% or $27,742 at 6%; with 100% employer match about $31,210 at 4% or $20,807 at 6%. |
| EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. | - | 31 | $481,273 | $77,401 | $2,497iApproximate average salary by contribution assumption: employee only about $62,420 at 4% or $41,613 at 6%; with 50% employer match about $41,613 at 4% or $27,742 at 6%; with 100% employer match about $31,210 at 4% or $20,807 at 6%. |
| 2006 | 1 | 17 | $477,132 | $72,578 | $4,269iApproximate average salary by contribution assumption: employee only about $106,732 at 4% or $71,155 at 6%; with 50% employer match about $71,155 at 4% or $47,437 at 6%; with 100% employer match about $53,366 at 4% or $35,577 at 6%. |
| ELLIS MEMORIAL & ELDREDGE HOUSE 401K PROFIT SHARING PLAN AND TRUST | - | 17 | $477,132 | $72,578 | $4,269iApproximate average salary by contribution assumption: employee only about $106,732 at 4% or $71,155 at 6%; with 50% employer match about $71,155 at 4% or $47,437 at 6%; with 100% employer match about $53,366 at 4% or $35,577 at 6%. |
| 2005 | 1 | 51 | $445,396 | $82,026 | $1,608iApproximate average salary by contribution assumption: employee only about $40,209 at 4% or $26,806 at 6%; with 50% employer match about $26,806 at 4% or $17,871 at 6%; with 100% employer match about $20,104 at 4% or $13,403 at 6%. |
| ELLIS MEM & ELDREDGE HOUSE 401K PROFIT SHARING PLAN AND TRUST | - | 51 | $445,396 | $82,026 | $1,608iApproximate average salary by contribution assumption: employee only about $40,209 at 4% or $26,806 at 6%; with 50% employer match about $26,806 at 4% or $17,871 at 6%; with 100% employer match about $20,104 at 4% or $13,403 at 6%. |
| 2004 | 1 | 61 | $341,515 | $49,356 | $809iApproximate average salary by contribution assumption: employee only about $20,228 at 4% or $13,485 at 6%; with 50% employer match about $13,485 at 4% or $8,990 at 6%; with 100% employer match about $10,114 at 4% or $6,743 at 6%. |
| ELLIS MEM & ELDREDGE HOUSE 401K PROFIT SHARING PLAN AND TRUST | - | 61 | $341,515 | $49,356 | $809iApproximate average salary by contribution assumption: employee only about $20,228 at 4% or $13,485 at 6%; with 50% employer match about $13,485 at 4% or $8,990 at 6%; with 100% employer match about $10,114 at 4% or $6,743 at 6%. |
| 2003 | 1 | 30 | $0 | $0 | - |
| ELLIS MEMORIAL & ELDREDGE 401K PROFIT SHARING PLAN & TRUST | - | 30 | - | - | - |
| 2002 | 1 | 26 | $192,778 | $58,935 | $2,267iApproximate average salary by contribution assumption: employee only about $56,668 at 4% or $37,779 at 6%; with 50% employer match about $37,779 at 4% or $25,186 at 6%; with 100% employer match about $28,334 at 4% or $18,889 at 6%. |
| ELLIS MEMORIAL AND ELDGREDGE H 401K PROFIT SHARING PLAN & TRUST | - | 26 | $192,778 | $58,935 | $2,267iApproximate average salary by contribution assumption: employee only about $56,668 at 4% or $37,779 at 6%; with 50% employer match about $37,779 at 4% or $25,186 at 6%; with 100% employer match about $28,334 at 4% or $18,889 at 6%. |
| 2001 | 1 | 25 | $185,070 | $73,802 | $2,952iApproximate average salary by contribution assumption: employee only about $73,802 at 4% or $49,201 at 6%; with 50% employer match about $49,201 at 4% or $32,801 at 6%; with 100% employer match about $36,901 at 4% or $24,601 at 6%. |
| ELLIS MEMORIAL AND ELDGREDGE H 401K PROFIT SHARING PLAN & TRUST | - | 25 | $185,070 | $73,802 | $2,952iApproximate average salary by contribution assumption: employee only about $73,802 at 4% or $49,201 at 6%; with 50% employer match about $49,201 at 4% or $32,801 at 6%; with 100% employer match about $36,901 at 4% or $24,601 at 6%. |