Civic Intelligence

Sapers & Wallack Insurance Agency,

Plan context: Sapers & Wallack 401K Profit Sharing Plan

EIN 04-2319659 • Newton, MA • 26 filings • 2 plans

313 Washington Street Suite 308Newton, MA 02458
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$10,019,423

2024 Contributions

$201,494

Historical Graphs

Total Assets Over Time

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

$10,219,115$5,109,558$0199920122024YearValue
$10,019,423Latest year 2024

Participants Over Time

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

37190199920122024YearValue
23Latest year 2024

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
2024123$10,019,423$201,494$8,761iApproximate average salary by contribution assumption: employee only about $219,015 at 4% or $146,010 at 6%; with 50% employer match about $146,010 at 4% or $97,340 at 6%; with 100% employer match about $109,508 at 4% or $73,005 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-23$10,019,423$201,494$8,761iApproximate average salary by contribution assumption: employee only about $219,015 at 4% or $146,010 at 6%; with 50% employer match about $146,010 at 4% or $97,340 at 6%; with 100% employer match about $109,508 at 4% or $73,005 at 6%.
2023126$8,890,114$212,711$8,181iApproximate average salary by contribution assumption: employee only about $204,530 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,177 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$8,890,114$212,711$8,181iApproximate average salary by contribution assumption: employee only about $204,530 at 4% or $136,353 at 6%; with 50% employer match about $136,353 at 4% or $90,902 at 6%; with 100% employer match about $102,265 at 4% or $68,177 at 6%.
2022126$8,121,672$172,499$6,635iApproximate average salary by contribution assumption: employee only about $165,864 at 4% or $110,576 at 6%; with 50% employer match about $110,576 at 4% or $73,718 at 6%; with 100% employer match about $82,932 at 4% or $55,288 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$8,121,672$172,499$6,635iApproximate average salary by contribution assumption: employee only about $165,864 at 4% or $110,576 at 6%; with 50% employer match about $110,576 at 4% or $73,718 at 6%; with 100% employer match about $82,932 at 4% or $55,288 at 6%.
2021122$9,843,406$173,502$7,886iApproximate average salary by contribution assumption: employee only about $197,161 at 4% or $131,441 at 6%; with 50% employer match about $131,441 at 4% or $87,627 at 6%; with 100% employer match about $98,581 at 4% or $65,720 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-22$9,843,406$173,502$7,886iApproximate average salary by contribution assumption: employee only about $197,161 at 4% or $131,441 at 6%; with 50% employer match about $131,441 at 4% or $87,627 at 6%; with 100% employer match about $98,581 at 4% or $65,720 at 6%.
2020125$9,981,834$196,307$7,852iApproximate average salary by contribution assumption: employee only about $196,307 at 4% or $130,871 at 6%; with 50% employer match about $130,871 at 4% or $87,248 at 6%; with 100% employer match about $98,154 at 4% or $65,436 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-25$9,981,834$196,307$7,852iApproximate average salary by contribution assumption: employee only about $196,307 at 4% or $130,871 at 6%; with 50% employer match about $130,871 at 4% or $87,248 at 6%; with 100% employer match about $98,154 at 4% or $65,436 at 6%.
2019124$8,749,643$115,078$4,795iApproximate average salary by contribution assumption: employee only about $119,873 at 4% or $79,915 at 6%; with 50% employer match about $79,915 at 4% or $53,277 at 6%; with 100% employer match about $59,936 at 4% or $39,958 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-24$8,749,643$115,078$4,795iApproximate average salary by contribution assumption: employee only about $119,873 at 4% or $79,915 at 6%; with 50% employer match about $79,915 at 4% or $53,277 at 6%; with 100% employer match about $59,936 at 4% or $39,958 at 6%.
2018126$9,504,669$196,806$7,569iApproximate average salary by contribution assumption: employee only about $189,237 at 4% or $126,158 at 6%; with 50% employer match about $126,158 at 4% or $84,105 at 6%; with 100% employer match about $94,618 at 4% or $63,079 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$9,504,669$196,806$7,569iApproximate average salary by contribution assumption: employee only about $189,237 at 4% or $126,158 at 6%; with 50% employer match about $126,158 at 4% or $84,105 at 6%; with 100% employer match about $94,618 at 4% or $63,079 at 6%.
2017126$10,219,115$229,486$8,826iApproximate average salary by contribution assumption: employee only about $220,660 at 4% or $147,106 at 6%; with 50% employer match about $147,106 at 4% or $98,071 at 6%; with 100% employer match about $110,330 at 4% or $73,553 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$10,219,115$229,486$8,826iApproximate average salary by contribution assumption: employee only about $220,660 at 4% or $147,106 at 6%; with 50% employer match about $147,106 at 4% or $98,071 at 6%; with 100% employer match about $110,330 at 4% or $73,553 at 6%.
2016131$10,030,625$351,375$11,335iApproximate average salary by contribution assumption: employee only about $283,367 at 4% or $188,911 at 6%; with 50% employer match about $188,911 at 4% or $125,941 at 6%; with 100% employer match about $141,683 at 4% or $94,456 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-31$10,030,625$351,375$11,335iApproximate average salary by contribution assumption: employee only about $283,367 at 4% or $188,911 at 6%; with 50% employer match about $188,911 at 4% or $125,941 at 6%; with 100% employer match about $141,683 at 4% or $94,456 at 6%.
2015128$9,180,347$349,410$12,479iApproximate average salary by contribution assumption: employee only about $311,973 at 4% or $207,982 at 6%; with 50% employer match about $207,982 at 4% or $138,655 at 6%; with 100% employer match about $155,987 at 4% or $103,991 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-28$9,180,347$349,410$12,479iApproximate average salary by contribution assumption: employee only about $311,973 at 4% or $207,982 at 6%; with 50% employer match about $207,982 at 4% or $138,655 at 6%; with 100% employer match about $155,987 at 4% or $103,991 at 6%.
2014126$9,236,776$257,528$9,905iApproximate average salary by contribution assumption: employee only about $247,623 at 4% or $165,082 at 6%; with 50% employer match about $165,082 at 4% or $110,055 at 6%; with 100% employer match about $123,812 at 4% or $82,541 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$9,236,776$257,528$9,905iApproximate average salary by contribution assumption: employee only about $247,623 at 4% or $165,082 at 6%; with 50% employer match about $165,082 at 4% or $110,055 at 6%; with 100% employer match about $123,812 at 4% or $82,541 at 6%.
2013127$8,991,369$338,713$12,545iApproximate average salary by contribution assumption: employee only about $313,623 at 4% or $209,082 at 6%; with 50% employer match about $209,082 at 4% or $139,388 at 6%; with 100% employer match about $156,812 at 4% or $104,541 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-27$8,991,369$338,713$12,545iApproximate average salary by contribution assumption: employee only about $313,623 at 4% or $209,082 at 6%; with 50% employer match about $209,082 at 4% or $139,388 at 6%; with 100% employer match about $156,812 at 4% or $104,541 at 6%.
2012129$7,063,288$464,713$16,025iApproximate average salary by contribution assumption: employee only about $400,615 at 4% or $267,076 at 6%; with 50% employer match about $267,076 at 4% or $178,051 at 6%; with 100% employer match about $200,307 at 4% or $133,538 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-29$7,063,288$464,713$16,025iApproximate average salary by contribution assumption: employee only about $400,615 at 4% or $267,076 at 6%; with 50% employer match about $267,076 at 4% or $178,051 at 6%; with 100% employer match about $200,307 at 4% or $133,538 at 6%.
2011132$5,981,734$342,144$10,692iApproximate average salary by contribution assumption: employee only about $267,300 at 4% or $178,200 at 6%; with 50% employer match about $178,200 at 4% or $118,800 at 6%; with 100% employer match about $133,650 at 4% or $89,100 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-32$5,981,734$342,144$10,692iApproximate average salary by contribution assumption: employee only about $267,300 at 4% or $178,200 at 6%; with 50% employer match about $178,200 at 4% or $118,800 at 6%; with 100% employer match about $133,650 at 4% or $89,100 at 6%.
2010137$6,278,503$234,681$6,343iApproximate average salary by contribution assumption: employee only about $158,568 at 4% or $105,712 at 6%; with 50% employer match about $105,712 at 4% or $70,475 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-37$6,278,503$234,681$6,343iApproximate average salary by contribution assumption: employee only about $158,568 at 4% or $105,712 at 6%; with 50% employer match about $105,712 at 4% or $70,475 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
2009129$5,612,783$327,710$11,300iApproximate average salary by contribution assumption: employee only about $282,509 at 4% or $188,339 at 6%; with 50% employer match about $188,339 at 4% or $125,559 at 6%; with 100% employer match about $141,254 at 4% or $94,170 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-29$5,612,783$327,710$11,300iApproximate average salary by contribution assumption: employee only about $282,509 at 4% or $188,339 at 6%; with 50% employer match about $188,339 at 4% or $125,559 at 6%; with 100% employer match about $141,254 at 4% or $94,170 at 6%.
2008128$4,071,981$304,459$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,226 at 6%; with 50% employer match about $181,226 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-28$4,071,981$304,459$10,874iApproximate average salary by contribution assumption: employee only about $271,838 at 4% or $181,226 at 6%; with 50% employer match about $181,226 at 4% or $120,817 at 6%; with 100% employer match about $135,919 at 4% or $90,613 at 6%.
2007130$0$0-
Sapers & Wallack 401K Profit Sharing Plan-30---
2006126$5,143,692$288,301$11,089iApproximate average salary by contribution assumption: employee only about $277,213 at 4% or $184,808 at 6%; with 50% employer match about $184,808 at 4% or $123,206 at 6%; with 100% employer match about $138,606 at 4% or $92,404 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$5,143,692$288,301$11,089iApproximate average salary by contribution assumption: employee only about $277,213 at 4% or $184,808 at 6%; with 50% employer match about $184,808 at 4% or $123,206 at 6%; with 100% employer match about $138,606 at 4% or $92,404 at 6%.
2005126$4,185,428$265,317$10,205iApproximate average salary by contribution assumption: employee only about $255,113 at 4% or $170,075 at 6%; with 50% employer match about $170,075 at 4% or $113,383 at 6%; with 100% employer match about $127,556 at 4% or $85,038 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-26$4,185,428$265,317$10,205iApproximate average salary by contribution assumption: employee only about $255,113 at 4% or $170,075 at 6%; with 50% employer match about $170,075 at 4% or $113,383 at 6%; with 100% employer match about $127,556 at 4% or $85,038 at 6%.
2004124$3,463,585$281,496$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-24$3,463,585$281,496$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
2003130$2,941,278$266,346$8,878iApproximate average salary by contribution assumption: employee only about $221,955 at 4% or $147,970 at 6%; with 50% employer match about $147,970 at 4% or $98,647 at 6%; with 100% employer match about $110,978 at 4% or $73,985 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-30$2,941,278$266,346$8,878iApproximate average salary by contribution assumption: employee only about $221,955 at 4% or $147,970 at 6%; with 50% employer match about $147,970 at 4% or $98,647 at 6%; with 100% employer match about $110,978 at 4% or $73,985 at 6%.
2002130$2,172,590$353,742$11,791iApproximate average salary by contribution assumption: employee only about $294,785 at 4% or $196,523 at 6%; with 50% employer match about $196,523 at 4% or $131,016 at 6%; with 100% employer match about $147,393 at 4% or $98,262 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-30$2,172,590$353,742$11,791iApproximate average salary by contribution assumption: employee only about $294,785 at 4% or $196,523 at 6%; with 50% employer match about $196,523 at 4% or $131,016 at 6%; with 100% employer match about $147,393 at 4% or $98,262 at 6%.
2001127$2,319,858$200,612$7,430iApproximate average salary by contribution assumption: employee only about $185,752 at 4% or $123,835 at 6%; with 50% employer match about $123,835 at 4% or $82,556 at 6%; with 100% employer match about $92,876 at 4% or $61,917 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-27$2,319,858$200,612$7,430iApproximate average salary by contribution assumption: employee only about $185,752 at 4% or $123,835 at 6%; with 50% employer match about $123,835 at 4% or $82,556 at 6%; with 100% employer match about $92,876 at 4% or $61,917 at 6%.
2000118$2,295,820$156,297$8,683iApproximate average salary by contribution assumption: employee only about $217,079 at 4% or $144,719 at 6%; with 50% employer match about $144,719 at 4% or $96,480 at 6%; with 100% employer match about $108,540 at 4% or $72,360 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-18$2,295,820$156,297$8,683iApproximate average salary by contribution assumption: employee only about $217,079 at 4% or $144,719 at 6%; with 50% employer match about $144,719 at 4% or $96,480 at 6%; with 100% employer match about $108,540 at 4% or $72,360 at 6%.
1999121$2,473,936$154,628$7,363iApproximate average salary by contribution assumption: employee only about $184,081 at 4% or $122,721 at 6%; with 50% employer match about $122,721 at 4% or $81,814 at 6%; with 100% employer match about $92,040 at 4% or $61,360 at 6%.
Sapers & Wallack 401K Profit Sharing Plan-21$2,473,936$154,628$7,363iApproximate average salary by contribution assumption: employee only about $184,081 at 4% or $122,721 at 6%; with 50% employer match about $122,721 at 4% or $81,814 at 6%; with 100% employer match about $92,040 at 4% or $61,360 at 6%.