United South End Settlements
Plan context: United South End Setlements Tax Deferred Annuity Plan
EIN 04-2104280 • Boston, MA • 26 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
28
2025 Assets
$860,904
2025 Contributions
$92,890
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 28 | $860,904 | $92,890 | $3,318iApproximate average salary by contribution assumption: employee only about $82,938 at 4% or $55,292 at 6%; with 50% employer match about $55,292 at 4% or $36,861 at 6%; with 100% employer match about $41,469 at 4% or $27,646 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 28 | $860,904 | $92,890 | $3,318iApproximate average salary by contribution assumption: employee only about $82,938 at 4% or $55,292 at 6%; with 50% employer match about $55,292 at 4% or $36,861 at 6%; with 100% employer match about $41,469 at 4% or $27,646 at 6%. |
| 2024 | 1 | 26 | $720,848 | $65,380 | $2,515iApproximate average salary by contribution assumption: employee only about $62,865 at 4% or $41,910 at 6%; with 50% employer match about $41,910 at 4% or $27,940 at 6%; with 100% employer match about $31,433 at 4% or $20,955 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 26 | $720,848 | $65,380 | $2,515iApproximate average salary by contribution assumption: employee only about $62,865 at 4% or $41,910 at 6%; with 50% employer match about $41,910 at 4% or $27,940 at 6%; with 100% employer match about $31,433 at 4% or $20,955 at 6%. |
| 2023 | 1 | 29 | $627,559 | $67,666 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,166 at 4% or $19,444 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 29 | $627,559 | $67,666 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,166 at 4% or $19,444 at 6%. |
| 2022 | 1 | 35 | $521,117 | $120,450 | $3,441iApproximate average salary by contribution assumption: employee only about $86,036 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,679 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 35 | $521,117 | $120,450 | $3,441iApproximate average salary by contribution assumption: employee only about $86,036 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,679 at 6%. |
| 2021 | 1 | 29 | $568,969 | $37,802 | $1,304iApproximate average salary by contribution assumption: employee only about $32,588 at 4% or $21,725 at 6%; with 50% employer match about $21,725 at 4% or $14,484 at 6%; with 100% employer match about $16,294 at 4% or $10,863 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 29 | $568,969 | $37,802 | $1,304iApproximate average salary by contribution assumption: employee only about $32,588 at 4% or $21,725 at 6%; with 50% employer match about $21,725 at 4% or $14,484 at 6%; with 100% employer match about $16,294 at 4% or $10,863 at 6%. |
| 2020 | 1 | 32 | $506,417 | $41,796 | $1,306iApproximate average salary by contribution assumption: employee only about $32,653 at 4% or $21,769 at 6%; with 50% employer match about $21,769 at 4% or $14,513 at 6%; with 100% employer match about $16,327 at 4% or $10,884 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 32 | $506,417 | $41,796 | $1,306iApproximate average salary by contribution assumption: employee only about $32,653 at 4% or $21,769 at 6%; with 50% employer match about $21,769 at 4% or $14,513 at 6%; with 100% employer match about $16,327 at 4% or $10,884 at 6%. |
| 2019 | 1 | 33 | $537,844 | $28,008 | $849iApproximate average salary by contribution assumption: employee only about $21,218 at 4% or $14,145 at 6%; with 50% employer match about $14,145 at 4% or $9,430 at 6%; with 100% employer match about $10,609 at 4% or $7,073 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 33 | $537,844 | $28,008 | $849iApproximate average salary by contribution assumption: employee only about $21,218 at 4% or $14,145 at 6%; with 50% employer match about $14,145 at 4% or $9,430 at 6%; with 100% employer match about $10,609 at 4% or $7,073 at 6%. |
| 2018 | 1 | 33 | $555,257 | $22,155 | $671iApproximate average salary by contribution assumption: employee only about $16,784 at 4% or $11,189 at 6%; with 50% employer match about $11,189 at 4% or $7,460 at 6%; with 100% employer match about $8,392 at 4% or $5,595 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 33 | $555,257 | $22,155 | $671iApproximate average salary by contribution assumption: employee only about $16,784 at 4% or $11,189 at 6%; with 50% employer match about $11,189 at 4% or $7,460 at 6%; with 100% employer match about $8,392 at 4% or $5,595 at 6%. |
| 2017 | 1 | 35 | $590,484 | $24,963 | $713iApproximate average salary by contribution assumption: employee only about $17,831 at 4% or $11,887 at 6%; with 50% employer match about $11,887 at 4% or $7,925 at 6%; with 100% employer match about $8,915 at 4% or $5,944 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 35 | $590,484 | $24,963 | $713iApproximate average salary by contribution assumption: employee only about $17,831 at 4% or $11,887 at 6%; with 50% employer match about $11,887 at 4% or $7,925 at 6%; with 100% employer match about $8,915 at 4% or $5,944 at 6%. |
| 2016 | 1 | 39 | $619,843 | $5,793 | $149iApproximate average salary by contribution assumption: employee only about $3,713 at 4% or $2,476 at 6%; with 50% employer match about $2,476 at 4% or $1,650 at 6%; with 100% employer match about $1,857 at 4% or $1,238 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 39 | $619,843 | $5,793 | $149iApproximate average salary by contribution assumption: employee only about $3,713 at 4% or $2,476 at 6%; with 50% employer match about $2,476 at 4% or $1,650 at 6%; with 100% employer match about $1,857 at 4% or $1,238 at 6%. |
| 2014 | 1 | 68 | $881,251 | $53,823 | $792iApproximate average salary by contribution assumption: employee only about $19,788 at 4% or $13,192 at 6%; with 50% employer match about $13,192 at 4% or $8,795 at 6%; with 100% employer match about $9,894 at 4% or $6,596 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 68 | $881,251 | $53,823 | $792iApproximate average salary by contribution assumption: employee only about $19,788 at 4% or $13,192 at 6%; with 50% employer match about $13,192 at 4% or $8,795 at 6%; with 100% employer match about $9,894 at 4% or $6,596 at 6%. |
| 2013 | 1 | 65 | $860,863 | $24,843 | $382iApproximate average salary by contribution assumption: employee only about $9,555 at 4% or $6,370 at 6%; with 50% employer match about $6,370 at 4% or $4,247 at 6%; with 100% employer match about $4,778 at 4% or $3,185 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 65 | $860,863 | $24,843 | $382iApproximate average salary by contribution assumption: employee only about $9,555 at 4% or $6,370 at 6%; with 50% employer match about $6,370 at 4% or $4,247 at 6%; with 100% employer match about $4,778 at 4% or $3,185 at 6%. |
| 2012 | 1 | 68 | $764,832 | $32,938 | $484iApproximate average salary by contribution assumption: employee only about $12,110 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,037 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 68 | $764,832 | $32,938 | $484iApproximate average salary by contribution assumption: employee only about $12,110 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,037 at 6%. |
| 2011 | 1 | 67 | $735,283 | $47,706 | $712iApproximate average salary by contribution assumption: employee only about $17,801 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,911 at 6%; with 100% employer match about $8,900 at 4% or $5,934 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 67 | $735,283 | $47,706 | $712iApproximate average salary by contribution assumption: employee only about $17,801 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,911 at 6%; with 100% employer match about $8,900 at 4% or $5,934 at 6%. |
| 2010 | 1 | 84 | $1,022,635 | $33,711 | $401iApproximate average salary by contribution assumption: employee only about $10,033 at 4% or $6,689 at 6%; with 50% employer match about $6,689 at 4% or $4,459 at 6%; with 100% employer match about $5,017 at 4% or $3,344 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 84 | $1,022,635 | $33,711 | $401iApproximate average salary by contribution assumption: employee only about $10,033 at 4% or $6,689 at 6%; with 50% employer match about $6,689 at 4% or $4,459 at 6%; with 100% employer match about $5,017 at 4% or $3,344 at 6%. |
| 2009 | 1 | 27 | $994,400 | $48,105 | $1,782iApproximate average salary by contribution assumption: employee only about $44,542 at 4% or $29,694 at 6%; with 50% employer match about $29,694 at 4% or $19,796 at 6%; with 100% employer match about $22,271 at 4% or $14,847 at 6%. |
| United South End Setlements Tax Deferred Annuity Plan | - | 27 | $994,400 | $48,105 | $1,782iApproximate average salary by contribution assumption: employee only about $44,542 at 4% or $29,694 at 6%; with 50% employer match about $29,694 at 4% or $19,796 at 6%; with 100% employer match about $22,271 at 4% or $14,847 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| United South End Setlements Tax Deferred Annuity Plan | - | 0 | - | - | - |