James J. Welch & Co. Inc.
Plan context: James J. Welch & Co. Inc. 401(K) Profit Sharing Plan
EIN 04-2165271 • Salem, MA • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$2,294,427
2024 Contributions
$402,808
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 | 39 | $2,294,427 | $402,808 | $10,328iApproximate average salary by contribution assumption: employee only about $258,210 at 4% or $172,140 at 6%; with 50% employer match about $172,140 at 4% or $114,760 at 6%; with 100% employer match about $129,105 at 4% or $86,070 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 39 | $2,294,427 | $402,808 | $10,328iApproximate average salary by contribution assumption: employee only about $258,210 at 4% or $172,140 at 6%; with 50% employer match about $172,140 at 4% or $114,760 at 6%; with 100% employer match about $129,105 at 4% or $86,070 at 6%. |
| 2023 | 1 | 39 | $1,698,657 | $467,714 | $11,993iApproximate average salary by contribution assumption: employee only about $299,817 at 4% or $199,878 at 6%; with 50% employer match about $199,878 at 4% or $133,252 at 6%; with 100% employer match about $149,908 at 4% or $99,939 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 39 | $1,698,657 | $467,714 | $11,993iApproximate average salary by contribution assumption: employee only about $299,817 at 4% or $199,878 at 6%; with 50% employer match about $199,878 at 4% or $133,252 at 6%; with 100% employer match about $149,908 at 4% or $99,939 at 6%. |
| 2022 | 1 | 35 | $1,011,350 | $278,205 | $7,949iApproximate average salary by contribution assumption: employee only about $198,718 at 4% or $132,479 at 6%; with 50% employer match about $132,479 at 4% or $88,319 at 6%; with 100% employer match about $99,359 at 4% or $66,239 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 35 | $1,011,350 | $278,205 | $7,949iApproximate average salary by contribution assumption: employee only about $198,718 at 4% or $132,479 at 6%; with 50% employer match about $132,479 at 4% or $88,319 at 6%; with 100% employer match about $99,359 at 4% or $66,239 at 6%. |
| 2021 | 1 | 31 | $933,640 | $347,825 | $11,220iApproximate average salary by contribution assumption: employee only about $280,504 at 4% or $187,003 at 6%; with 50% employer match about $187,003 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 31 | $933,640 | $347,825 | $11,220iApproximate average salary by contribution assumption: employee only about $280,504 at 4% or $187,003 at 6%; with 50% employer match about $187,003 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%. |
| 2020 | 1 | 23 | $616,613 | $154,155 | $6,702iApproximate average salary by contribution assumption: employee only about $167,560 at 4% or $111,707 at 6%; with 50% employer match about $111,707 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 23 | $616,613 | $154,155 | $6,702iApproximate average salary by contribution assumption: employee only about $167,560 at 4% or $111,707 at 6%; with 50% employer match about $111,707 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%. |
| 2019 | 1 | 20 | $383,190 | $169,047 | $8,452iApproximate average salary by contribution assumption: employee only about $211,309 at 4% or $140,873 at 6%; with 50% employer match about $140,873 at 4% or $93,915 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 20 | $383,190 | $169,047 | $8,452iApproximate average salary by contribution assumption: employee only about $211,309 at 4% or $140,873 at 6%; with 50% employer match about $140,873 at 4% or $93,915 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%. |
| 2018 | 1 | 16 | $1,215,109 | $10,835 | $677iApproximate average salary by contribution assumption: employee only about $16,930 at 4% or $11,286 at 6%; with 50% employer match about $11,286 at 4% or $7,524 at 6%; with 100% employer match about $8,465 at 4% or $5,643 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 16 | $1,215,109 | $10,835 | $677iApproximate average salary by contribution assumption: employee only about $16,930 at 4% or $11,286 at 6%; with 50% employer match about $11,286 at 4% or $7,524 at 6%; with 100% employer match about $8,465 at 4% or $5,643 at 6%. |
| 2017 | 1 | 17 | $1,394,503 | $7,340 | $432iApproximate average salary by contribution assumption: employee only about $10,794 at 4% or $7,196 at 6%; with 50% employer match about $7,196 at 4% or $4,797 at 6%; with 100% employer match about $5,397 at 4% or $3,598 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 17 | $1,394,503 | $7,340 | $432iApproximate average salary by contribution assumption: employee only about $10,794 at 4% or $7,196 at 6%; with 50% employer match about $7,196 at 4% or $4,797 at 6%; with 100% employer match about $5,397 at 4% or $3,598 at 6%. |
| 2016 | 1 | 23 | $1,476,207 | $20,753 | $902iApproximate average salary by contribution assumption: employee only about $22,558 at 4% or $15,038 at 6%; with 50% employer match about $15,038 at 4% or $10,026 at 6%; with 100% employer match about $11,279 at 4% or $7,519 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 23 | $1,476,207 | $20,753 | $902iApproximate average salary by contribution assumption: employee only about $22,558 at 4% or $15,038 at 6%; with 50% employer match about $15,038 at 4% or $10,026 at 6%; with 100% employer match about $11,279 at 4% or $7,519 at 6%. |
| 2015 | 1 | 32 | $1,677,859 | $34,933 | $1,092iApproximate average salary by contribution assumption: employee only about $27,291 at 4% or $18,194 at 6%; with 50% employer match about $18,194 at 4% or $12,130 at 6%; with 100% employer match about $13,646 at 4% or $9,097 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 32 | $1,677,859 | $34,933 | $1,092iApproximate average salary by contribution assumption: employee only about $27,291 at 4% or $18,194 at 6%; with 50% employer match about $18,194 at 4% or $12,130 at 6%; with 100% employer match about $13,646 at 4% or $9,097 at 6%. |
| 2014 | 1 | 31 | $1,655,543 | $60,241 | $1,943iApproximate average salary by contribution assumption: employee only about $48,581 at 4% or $32,388 at 6%; with 50% employer match about $32,388 at 4% or $21,592 at 6%; with 100% employer match about $24,291 at 4% or $16,194 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 31 | $1,655,543 | $60,241 | $1,943iApproximate average salary by contribution assumption: employee only about $48,581 at 4% or $32,388 at 6%; with 50% employer match about $32,388 at 4% or $21,592 at 6%; with 100% employer match about $24,291 at 4% or $16,194 at 6%. |
| 2013 | 1 | 31 | $1,563,492 | $81,069 | $2,615iApproximate average salary by contribution assumption: employee only about $65,378 at 4% or $43,585 at 6%; with 50% employer match about $43,585 at 4% or $29,057 at 6%; with 100% employer match about $32,689 at 4% or $21,793 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 31 | $1,563,492 | $81,069 | $2,615iApproximate average salary by contribution assumption: employee only about $65,378 at 4% or $43,585 at 6%; with 50% employer match about $43,585 at 4% or $29,057 at 6%; with 100% employer match about $32,689 at 4% or $21,793 at 6%. |
| 2012 | 1 | 34 | $1,829,047 | $120,354 | $3,540iApproximate average salary by contribution assumption: employee only about $88,496 at 4% or $58,997 at 6%; with 50% employer match about $58,997 at 4% or $39,331 at 6%; with 100% employer match about $44,248 at 4% or $29,499 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 34 | $1,829,047 | $120,354 | $3,540iApproximate average salary by contribution assumption: employee only about $88,496 at 4% or $58,997 at 6%; with 50% employer match about $58,997 at 4% or $39,331 at 6%; with 100% employer match about $44,248 at 4% or $29,499 at 6%. |
| 2011 | 1 | 33 | $1,669,690 | $110,002 | $3,333iApproximate average salary by contribution assumption: employee only about $83,335 at 4% or $55,557 at 6%; with 50% employer match about $55,557 at 4% or $37,038 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 33 | $1,669,690 | $110,002 | $3,333iApproximate average salary by contribution assumption: employee only about $83,335 at 4% or $55,557 at 6%; with 50% employer match about $55,557 at 4% or $37,038 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2010 | 1 | 35 | $1,856,343 | $117,098 | $3,346iApproximate average salary by contribution assumption: employee only about $83,641 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,880 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 35 | $1,856,343 | $117,098 | $3,346iApproximate average salary by contribution assumption: employee only about $83,641 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,880 at 6%. |
| 2009 | 1 | 34 | $1,613,028 | $125,858 | $3,702iApproximate average salary by contribution assumption: employee only about $92,543 at 4% or $61,695 at 6%; with 50% employer match about $61,695 at 4% or $41,130 at 6%; with 100% employer match about $46,271 at 4% or $30,848 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 34 | $1,613,028 | $125,858 | $3,702iApproximate average salary by contribution assumption: employee only about $92,543 at 4% or $61,695 at 6%; with 50% employer match about $61,695 at 4% or $41,130 at 6%; with 100% employer match about $46,271 at 4% or $30,848 at 6%. |
| 2008 | 1 | 33 | $1,336,667 | $174,640 | $5,292iApproximate average salary by contribution assumption: employee only about $132,303 at 4% or $88,202 at 6%; with 50% employer match about $88,202 at 4% or $58,801 at 6%; with 100% employer match about $66,152 at 4% or $44,101 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 33 | $1,336,667 | $174,640 | $5,292iApproximate average salary by contribution assumption: employee only about $132,303 at 4% or $88,202 at 6%; with 50% employer match about $88,202 at 4% or $58,801 at 6%; with 100% employer match about $66,152 at 4% or $44,101 at 6%. |
| 2007 | 1 | 25 | $1,488,046 | $174,431 | $6,977iApproximate average salary by contribution assumption: employee only about $174,431 at 4% or $116,287 at 6%; with 50% employer match about $116,287 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 25 | $1,488,046 | $174,431 | $6,977iApproximate average salary by contribution assumption: employee only about $174,431 at 4% or $116,287 at 6%; with 50% employer match about $116,287 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%. |
| 2006 | 1 | 21 | $1,245,144 | $141,981 | $6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,683 at 6%; with 50% employer match about $112,683 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 21 | $1,245,144 | $141,981 | $6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,683 at 6%; with 50% employer match about $112,683 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%. |
| 2005 | 1 | 16 | $1,048,623 | $113,425 | $7,089iApproximate average salary by contribution assumption: employee only about $177,227 at 4% or $118,151 at 6%; with 50% employer match about $118,151 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,076 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 16 | $1,048,623 | $113,425 | $7,089iApproximate average salary by contribution assumption: employee only about $177,227 at 4% or $118,151 at 6%; with 50% employer match about $118,151 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,076 at 6%. |
| 2004 | 1 | 19 | $998,530 | $145,990 | $7,684iApproximate average salary by contribution assumption: employee only about $192,092 at 4% or $128,061 at 6%; with 50% employer match about $128,061 at 4% or $85,374 at 6%; with 100% employer match about $96,046 at 4% or $64,031 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 19 | $998,530 | $145,990 | $7,684iApproximate average salary by contribution assumption: employee only about $192,092 at 4% or $128,061 at 6%; with 50% employer match about $128,061 at 4% or $85,374 at 6%; with 100% employer match about $96,046 at 4% or $64,031 at 6%. |
| 2003 | 1 | 22 | $840,218 | $109,287 | $4,968iApproximate average salary by contribution assumption: employee only about $124,190 at 4% or $82,793 at 6%; with 50% employer match about $82,793 at 4% or $55,195 at 6%; with 100% employer match about $62,095 at 4% or $41,397 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 22 | $840,218 | $109,287 | $4,968iApproximate average salary by contribution assumption: employee only about $124,190 at 4% or $82,793 at 6%; with 50% employer match about $82,793 at 4% or $55,195 at 6%; with 100% employer match about $62,095 at 4% or $41,397 at 6%. |
| 2002 | 1 | 22 | $802,564 | $97,211 | $4,419iApproximate average salary by contribution assumption: employee only about $110,467 at 4% or $73,645 at 6%; with 50% employer match about $73,645 at 4% or $49,096 at 6%; with 100% employer match about $55,234 at 4% or $36,822 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 22 | $802,564 | $97,211 | $4,419iApproximate average salary by contribution assumption: employee only about $110,467 at 4% or $73,645 at 6%; with 50% employer match about $73,645 at 4% or $49,096 at 6%; with 100% employer match about $55,234 at 4% or $36,822 at 6%. |
| 2001 | 1 | 32 | $888,815 | $206,775 | $6,462iApproximate average salary by contribution assumption: employee only about $161,543 at 4% or $107,695 at 6%; with 50% employer match about $107,695 at 4% or $71,797 at 6%; with 100% employer match about $80,771 at 4% or $53,848 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 32 | $888,815 | $206,775 | $6,462iApproximate average salary by contribution assumption: employee only about $161,543 at 4% or $107,695 at 6%; with 50% employer match about $107,695 at 4% or $71,797 at 6%; with 100% employer match about $80,771 at 4% or $53,848 at 6%. |
| 2000 | 1 | 26 | $700,714 | $170,093 | $6,542iApproximate average salary by contribution assumption: employee only about $163,551 at 4% or $109,034 at 6%; with 50% employer match about $109,034 at 4% or $72,689 at 6%; with 100% employer match about $81,775 at 4% or $54,517 at 6%. |
| James J. Welch & Co. Inc. 401(K) Profit Sharing Plan | - | 26 | $700,714 | $170,093 | $6,542iApproximate average salary by contribution assumption: employee only about $163,551 at 4% or $109,034 at 6%; with 50% employer match about $109,034 at 4% or $72,689 at 6%; with 100% employer match about $81,775 at 4% or $54,517 at 6%. |