Civic Intelligence

Segal, Edelstein, Bussone & Fallon LLP

Plan context: Sebf Retirement Plan

EIN 04-2283334 • Beverly, MA • 15 filings • 1 plans

900 Cummings Ctr Ste 306TBeverly, MA 01915-6177
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$58,625

2016 Contributions

$13,216

Historical Graphs

Total Assets Over Time

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

$169,296$84,648$0200120082014YearValue
$58,625Latest year 2014

Participants Over Time

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

740200120082014YearValue
5Latest year 2014

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
201610$0$0-
Sebf Retirement Plan-0$0--
201415$58,625$0-
Sebf Retirement Plan-5$58,625$0-
201315$57,620$0-
Sebf Retirement Plan-5$57,620$0-
201215$59,457$0-
Sebf Retirement Plan-5$59,457$0-
201116$61,710$0-
Sebf Retirement Plan-6$61,710$0-
201016$63,449$0-
Sebf Retirement Plan-6$63,449$0-
200915$138,905$0-
Sebf Retirement Plan-5$138,905$0-
200813$119,588$0-
Sebf Retirement Plan-3$119,588--
200714$0$0-
Sebf Retirement Plan-4---
200614$169,296$0-
Sebf Retirement Plan-4$169,296--
200515$151,108$0-
Sebf Retirement Plan-5$151,108--
200417$141,566$13,216$1,888iApproximate average salary by contribution assumption: employee only about $47,200 at 4% or $31,467 at 6%; with 50% employer match about $31,467 at 4% or $20,978 at 6%; with 100% employer match about $23,600 at 4% or $15,733 at 6%.
Sebf Retirement Plan-7$141,566$13,216$1,888iApproximate average salary by contribution assumption: employee only about $47,200 at 4% or $31,467 at 6%; with 50% employer match about $31,467 at 4% or $20,978 at 6%; with 100% employer match about $23,600 at 4% or $15,733 at 6%.
200316$118,091$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Sebf Retirement Plan-6$118,091$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200217$58,816$0-
Sebf Retirement Plan-7$58,816--
200117$67,226$69,721$9,960iApproximate average salary by contribution assumption: employee only about $249,004 at 4% or $166,002 at 6%; with 50% employer match about $166,002 at 4% or $110,668 at 6%; with 100% employer match about $124,502 at 4% or $83,001 at 6%.
Sebf Retirement Plan-7$67,226$69,721$9,960iApproximate average salary by contribution assumption: employee only about $249,004 at 4% or $166,002 at 6%; with 50% employer match about $166,002 at 4% or $110,668 at 6%; with 100% employer match about $124,502 at 4% or $83,001 at 6%.