Civic Intelligence

Wellesley Municipal Efcu

Plan context: Wellesley Municipal Efcu Defined Benefit Plan and Trust

EIN 04-2219984 • Wellesley, MA • 23 filings • 1 plans

1 Hollis St Ste 105Wellesley, MA 02482
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,254,498

2021 Contributions

$250,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,254,498$627,249$0199920122020YearValue
$1,254,498Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920102020YearValue
4Latest year 2020

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202110$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-0$0$0-
202014$1,254,498$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4$1,254,498$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201914$1,043,599$74,110$18,528iApproximate average salary by contribution assumption: employee only about $463,188 at 4% or $308,792 at 6%; with 50% employer match about $308,792 at 4% or $205,861 at 6%; with 100% employer match about $231,594 at 4% or $154,396 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4$1,043,599$74,110$18,528iApproximate average salary by contribution assumption: employee only about $463,188 at 4% or $308,792 at 6%; with 50% employer match about $308,792 at 4% or $205,861 at 6%; with 100% employer match about $231,594 at 4% or $154,396 at 6%.
201814$1,007,363$57,270$14,318iApproximate average salary by contribution assumption: employee only about $357,938 at 4% or $238,625 at 6%; with 50% employer match about $238,625 at 4% or $159,083 at 6%; with 100% employer match about $178,969 at 4% or $119,313 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4$1,007,363$57,270$14,318iApproximate average salary by contribution assumption: employee only about $357,938 at 4% or $238,625 at 6%; with 50% employer match about $238,625 at 4% or $159,083 at 6%; with 100% employer match about $178,969 at 4% or $119,313 at 6%.
201715$1,122,947$54,189$10,838iApproximate average salary by contribution assumption: employee only about $270,945 at 4% or $180,630 at 6%; with 50% employer match about $180,630 at 4% or $120,420 at 6%; with 100% employer match about $135,473 at 4% or $90,315 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$1,122,947$54,189$10,838iApproximate average salary by contribution assumption: employee only about $270,945 at 4% or $180,630 at 6%; with 50% employer match about $180,630 at 4% or $120,420 at 6%; with 100% employer match about $135,473 at 4% or $90,315 at 6%.
201615$1,108,442$154,167$30,833iApproximate average salary by contribution assumption: employee only about $770,835 at 4% or $513,890 at 6%; with 50% employer match about $513,890 at 4% or $342,593 at 6%; with 100% employer match about $385,418 at 4% or $256,945 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$1,108,442$154,167$30,833iApproximate average salary by contribution assumption: employee only about $770,835 at 4% or $513,890 at 6%; with 50% employer match about $513,890 at 4% or $342,593 at 6%; with 100% employer match about $385,418 at 4% or $256,945 at 6%.
201515$995,641$99,208$19,842iApproximate average salary by contribution assumption: employee only about $496,040 at 4% or $330,693 at 6%; with 50% employer match about $330,693 at 4% or $220,462 at 6%; with 100% employer match about $248,020 at 4% or $165,347 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$995,641$99,208$19,842iApproximate average salary by contribution assumption: employee only about $496,040 at 4% or $330,693 at 6%; with 50% employer match about $330,693 at 4% or $220,462 at 6%; with 100% employer match about $248,020 at 4% or $165,347 at 6%.
201415$936,476$127,943$25,589iApproximate average salary by contribution assumption: employee only about $639,715 at 4% or $426,477 at 6%; with 50% employer match about $426,477 at 4% or $284,318 at 6%; with 100% employer match about $319,858 at 4% or $213,238 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$936,476$127,943$25,589iApproximate average salary by contribution assumption: employee only about $639,715 at 4% or $426,477 at 6%; with 50% employer match about $426,477 at 4% or $284,318 at 6%; with 100% employer match about $319,858 at 4% or $213,238 at 6%.
201315$849,368$62,530$12,506iApproximate average salary by contribution assumption: employee only about $312,650 at 4% or $208,433 at 6%; with 50% employer match about $208,433 at 4% or $138,956 at 6%; with 100% employer match about $156,325 at 4% or $104,217 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$849,368$62,530$12,506iApproximate average salary by contribution assumption: employee only about $312,650 at 4% or $208,433 at 6%; with 50% employer match about $208,433 at 4% or $138,956 at 6%; with 100% employer match about $156,325 at 4% or $104,217 at 6%.
201215$825,608$198,219$39,644iApproximate average salary by contribution assumption: employee only about $991,095 at 4% or $660,730 at 6%; with 50% employer match about $660,730 at 4% or $440,487 at 6%; with 100% employer match about $495,548 at 4% or $330,365 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$825,608$198,219$39,644iApproximate average salary by contribution assumption: employee only about $991,095 at 4% or $660,730 at 6%; with 50% employer match about $660,730 at 4% or $440,487 at 6%; with 100% employer match about $495,548 at 4% or $330,365 at 6%.
201115$665,633$35,367$7,073iApproximate average salary by contribution assumption: employee only about $176,835 at 4% or $117,890 at 6%; with 50% employer match about $117,890 at 4% or $78,593 at 6%; with 100% employer match about $88,418 at 4% or $58,945 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$665,633$35,367$7,073iApproximate average salary by contribution assumption: employee only about $176,835 at 4% or $117,890 at 6%; with 50% employer match about $117,890 at 4% or $78,593 at 6%; with 100% employer match about $88,418 at 4% or $58,945 at 6%.
201015$961,248$198,219$39,644iApproximate average salary by contribution assumption: employee only about $991,095 at 4% or $660,730 at 6%; with 50% employer match about $660,730 at 4% or $440,487 at 6%; with 100% employer match about $495,548 at 4% or $330,365 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$961,248$198,219$39,644iApproximate average salary by contribution assumption: employee only about $991,095 at 4% or $660,730 at 6%; with 50% employer match about $660,730 at 4% or $440,487 at 6%; with 100% employer match about $495,548 at 4% or $330,365 at 6%.
200915$792,759$20,753$4,151iApproximate average salary by contribution assumption: employee only about $103,765 at 4% or $69,177 at 6%; with 50% employer match about $69,177 at 4% or $46,118 at 6%; with 100% employer match about $51,883 at 4% or $34,588 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$792,759$20,753$4,151iApproximate average salary by contribution assumption: employee only about $103,765 at 4% or $69,177 at 6%; with 50% employer match about $69,177 at 4% or $46,118 at 6%; with 100% employer match about $51,883 at 4% or $34,588 at 6%.
200815$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5---
200715$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5---
200615$643,808$93,721$18,744iApproximate average salary by contribution assumption: employee only about $468,605 at 4% or $312,403 at 6%; with 50% employer match about $312,403 at 4% or $208,269 at 6%; with 100% employer match about $234,303 at 4% or $156,202 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$643,808$93,721$18,744iApproximate average salary by contribution assumption: employee only about $468,605 at 4% or $312,403 at 6%; with 50% employer match about $312,403 at 4% or $208,269 at 6%; with 100% employer match about $234,303 at 4% or $156,202 at 6%.
200515$528,210$36,875$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5$528,210$36,875$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
200414$474,149$31,861$7,965iApproximate average salary by contribution assumption: employee only about $199,131 at 4% or $132,754 at 6%; with 50% employer match about $132,754 at 4% or $88,503 at 6%; with 100% employer match about $99,566 at 4% or $66,377 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4$474,149$31,861$7,965iApproximate average salary by contribution assumption: employee only about $199,131 at 4% or $132,754 at 6%; with 50% employer match about $132,754 at 4% or $88,503 at 6%; with 100% employer match about $99,566 at 4% or $66,377 at 6%.
200315$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-5---
200214$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4---
200114$0$0-
Wellesley Municipal Efcu Defined Benefit Plan and Trust-4---
200013$263,689$25,725$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-3$263,689$25,725$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
199913$225,064$21,332$7,111iApproximate average salary by contribution assumption: employee only about $177,767 at 4% or $118,511 at 6%; with 50% employer match about $118,511 at 4% or $79,007 at 6%; with 100% employer match about $88,883 at 4% or $59,256 at 6%.
Wellesley Municipal Efcu Defined Benefit Plan and Trust-3$225,064$21,332$7,111iApproximate average salary by contribution assumption: employee only about $177,767 at 4% or $118,511 at 6%; with 50% employer match about $118,511 at 4% or $79,007 at 6%; with 100% employer match about $88,883 at 4% or $59,256 at 6%.