Civic Intelligence

Newton Wellesley Surgeons Inc.

Plan context: Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust

EIN 04-2460608 • Newton, MA • 26 filings • 3 plans

2000 Washington StreetSuite 365Newton, MA 02462
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,090,551

2023 Contributions

$12,916

Historical Graphs

Total Assets Over Time

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

$8,998,520$4,499,260$0199920112023YearValue
$1,090,551Latest year 2023

Participants Over Time

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

1890199920112023YearValue
6Latest year 2023

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
202326$1,090,551$12,916$2,153iApproximate average salary by contribution assumption: employee only about $53,817 at 4% or $35,878 at 6%; with 50% employer match about $35,878 at 4% or $23,919 at 6%; with 100% employer match about $26,908 at 4% or $17,939 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-6$1,090,551$12,916$2,153iApproximate average salary by contribution assumption: employee only about $53,817 at 4% or $35,878 at 6%; with 50% employer match about $35,878 at 4% or $23,919 at 6%; with 100% employer match about $26,908 at 4% or $17,939 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-0$0--
202218$3,413,759$62,279$7,785iApproximate average salary by contribution assumption: employee only about $194,622 at 4% or $129,748 at 6%; with 50% employer match about $129,748 at 4% or $86,499 at 6%; with 100% employer match about $97,311 at 4% or $64,874 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-8$3,413,759$62,279$7,785iApproximate average salary by contribution assumption: employee only about $194,622 at 4% or $129,748 at 6%; with 50% employer match about $129,748 at 4% or $86,499 at 6%; with 100% employer match about $97,311 at 4% or $64,874 at 6%.
2021111$3,813,688$61,310$5,574iApproximate average salary by contribution assumption: employee only about $139,341 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-11$3,813,688$61,310$5,574iApproximate average salary by contribution assumption: employee only about $139,341 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%.
2020112$3,722,138$62,786$5,232iApproximate average salary by contribution assumption: employee only about $130,804 at 4% or $87,203 at 6%; with 50% employer match about $87,203 at 4% or $58,135 at 6%; with 100% employer match about $65,402 at 4% or $43,601 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$3,722,138$62,786$5,232iApproximate average salary by contribution assumption: employee only about $130,804 at 4% or $87,203 at 6%; with 50% employer match about $87,203 at 4% or $58,135 at 6%; with 100% employer match about $65,402 at 4% or $43,601 at 6%.
2019115$6,727,530$92,977$6,198iApproximate average salary by contribution assumption: employee only about $154,962 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-15$6,727,530$92,977$6,198iApproximate average salary by contribution assumption: employee only about $154,962 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%.
2018116$8,595,343$287,082$17,943iApproximate average salary by contribution assumption: employee only about $448,566 at 4% or $299,044 at 6%; with 50% employer match about $299,044 at 4% or $199,363 at 6%; with 100% employer match about $224,283 at 4% or $149,522 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-16$8,595,343$287,082$17,943iApproximate average salary by contribution assumption: employee only about $448,566 at 4% or $299,044 at 6%; with 50% employer match about $299,044 at 4% or $199,363 at 6%; with 100% employer match about $224,283 at 4% or $149,522 at 6%.
2017118$8,694,089$317,152$17,620iApproximate average salary by contribution assumption: employee only about $440,489 at 4% or $293,659 at 6%; with 50% employer match about $293,659 at 4% or $195,773 at 6%; with 100% employer match about $220,244 at 4% or $146,830 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-18$8,694,089$317,152$17,620iApproximate average salary by contribution assumption: employee only about $440,489 at 4% or $293,659 at 6%; with 50% employer match about $293,659 at 4% or $195,773 at 6%; with 100% employer match about $220,244 at 4% or $146,830 at 6%.
2016116$8,632,874$334,251$20,891iApproximate average salary by contribution assumption: employee only about $522,267 at 4% or $348,178 at 6%; with 50% employer match about $348,178 at 4% or $232,119 at 6%; with 100% employer match about $261,134 at 4% or $174,089 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-16$8,632,874$334,251$20,891iApproximate average salary by contribution assumption: employee only about $522,267 at 4% or $348,178 at 6%; with 50% employer match about $348,178 at 4% or $232,119 at 6%; with 100% employer match about $261,134 at 4% or $174,089 at 6%.
2015115$8,089,492$1,130,888$75,393iApproximate average salary by contribution assumption: employee only about $1,884,813 at 4% or $1,256,542 at 6%; with 50% employer match about $1,256,542 at 4% or $837,695 at 6%; with 100% employer match about $942,407 at 4% or $628,271 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-15$8,089,492$1,130,888$75,393iApproximate average salary by contribution assumption: employee only about $1,884,813 at 4% or $1,256,542 at 6%; with 50% employer match about $1,256,542 at 4% or $837,695 at 6%; with 100% employer match about $942,407 at 4% or $628,271 at 6%.
2014113$8,998,520$391,725$30,133iApproximate average salary by contribution assumption: employee only about $753,317 at 4% or $502,212 at 6%; with 50% employer match about $502,212 at 4% or $334,808 at 6%; with 100% employer match about $376,659 at 4% or $251,106 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-13$8,998,520$391,725$30,133iApproximate average salary by contribution assumption: employee only about $753,317 at 4% or $502,212 at 6%; with 50% employer match about $502,212 at 4% or $334,808 at 6%; with 100% employer match about $376,659 at 4% or $251,106 at 6%.
2013114$8,559,020$401,510$28,679iApproximate average salary by contribution assumption: employee only about $716,982 at 4% or $477,988 at 6%; with 50% employer match about $477,988 at 4% or $318,659 at 6%; with 100% employer match about $358,491 at 4% or $238,994 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-14$8,559,020$401,510$28,679iApproximate average salary by contribution assumption: employee only about $716,982 at 4% or $477,988 at 6%; with 50% employer match about $477,988 at 4% or $318,659 at 6%; with 100% employer match about $358,491 at 4% or $238,994 at 6%.
2012114$7,604,663$388,433$27,745iApproximate average salary by contribution assumption: employee only about $693,630 at 4% or $462,420 at 6%; with 50% employer match about $462,420 at 4% or $308,280 at 6%; with 100% employer match about $346,815 at 4% or $231,210 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-14$7,604,663$388,433$27,745iApproximate average salary by contribution assumption: employee only about $693,630 at 4% or $462,420 at 6%; with 50% employer match about $462,420 at 4% or $308,280 at 6%; with 100% employer match about $346,815 at 4% or $231,210 at 6%.
2011114$6,900,497$319,744$22,839iApproximate average salary by contribution assumption: employee only about $570,971 at 4% or $380,648 at 6%; with 50% employer match about $380,648 at 4% or $253,765 at 6%; with 100% employer match about $285,486 at 4% or $190,324 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-14$6,900,497$319,744$22,839iApproximate average salary by contribution assumption: employee only about $570,971 at 4% or $380,648 at 6%; with 50% employer match about $380,648 at 4% or $253,765 at 6%; with 100% employer match about $285,486 at 4% or $190,324 at 6%.
2010114$6,855,368$316,738$22,624iApproximate average salary by contribution assumption: employee only about $565,604 at 4% or $377,069 at 6%; with 50% employer match about $377,069 at 4% or $251,379 at 6%; with 100% employer match about $282,802 at 4% or $188,535 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-14$6,855,368$316,738$22,624iApproximate average salary by contribution assumption: employee only about $565,604 at 4% or $377,069 at 6%; with 50% employer match about $377,069 at 4% or $251,379 at 6%; with 100% employer match about $282,802 at 4% or $188,535 at 6%.
2009114$6,004,956$313,329$22,381iApproximate average salary by contribution assumption: employee only about $559,516 at 4% or $373,011 at 6%; with 50% employer match about $373,011 at 4% or $248,674 at 6%; with 100% employer match about $279,758 at 4% or $186,505 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-14$6,004,956$313,329$22,381iApproximate average salary by contribution assumption: employee only about $559,516 at 4% or $373,011 at 6%; with 50% employer match about $373,011 at 4% or $248,674 at 6%; with 100% employer match about $279,758 at 4% or $186,505 at 6%.
2008113$4,907,728$309,157$23,781iApproximate average salary by contribution assumption: employee only about $594,533 at 4% or $396,355 at 6%; with 50% employer match about $396,355 at 4% or $264,237 at 6%; with 100% employer match about $297,266 at 4% or $198,178 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-13$4,907,728$309,157$23,781iApproximate average salary by contribution assumption: employee only about $594,533 at 4% or $396,355 at 6%; with 50% employer match about $396,355 at 4% or $264,237 at 6%; with 100% employer match about $297,266 at 4% or $198,178 at 6%.
2007111$6,050,007$279,762$25,433iApproximate average salary by contribution assumption: employee only about $635,823 at 4% or $423,882 at 6%; with 50% employer match about $423,882 at 4% or $282,588 at 6%; with 100% employer match about $317,911 at 4% or $211,941 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-11$6,050,007$279,762$25,433iApproximate average salary by contribution assumption: employee only about $635,823 at 4% or $423,882 at 6%; with 50% employer match about $423,882 at 4% or $282,588 at 6%; with 100% employer match about $317,911 at 4% or $211,941 at 6%.
2006112$5,311,050$275,133$22,928iApproximate average salary by contribution assumption: employee only about $573,194 at 4% or $382,129 at 6%; with 50% employer match about $382,129 at 4% or $254,753 at 6%; with 100% employer match about $286,597 at 4% or $191,065 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$5,311,050$275,133$22,928iApproximate average salary by contribution assumption: employee only about $573,194 at 4% or $382,129 at 6%; with 50% employer match about $382,129 at 4% or $254,753 at 6%; with 100% employer match about $286,597 at 4% or $191,065 at 6%.
2005112$6,405,732$253,438$21,120iApproximate average salary by contribution assumption: employee only about $527,996 at 4% or $351,997 at 6%; with 50% employer match about $351,997 at 4% or $234,665 at 6%; with 100% employer match about $263,998 at 4% or $175,999 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$6,405,732$253,438$21,120iApproximate average salary by contribution assumption: employee only about $527,996 at 4% or $351,997 at 6%; with 50% employer match about $351,997 at 4% or $234,665 at 6%; with 100% employer match about $263,998 at 4% or $175,999 at 6%.
2004112$6,060,854$240,784$20,065iApproximate average salary by contribution assumption: employee only about $501,633 at 4% or $334,422 at 6%; with 50% employer match about $334,422 at 4% or $222,948 at 6%; with 100% employer match about $250,817 at 4% or $167,211 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$6,060,854$240,784$20,065iApproximate average salary by contribution assumption: employee only about $501,633 at 4% or $334,422 at 6%; with 50% employer match about $334,422 at 4% or $222,948 at 6%; with 100% employer match about $250,817 at 4% or $167,211 at 6%.
2003112$5,497,822$214,384$17,865iApproximate average salary by contribution assumption: employee only about $446,633 at 4% or $297,756 at 6%; with 50% employer match about $297,756 at 4% or $198,504 at 6%; with 100% employer match about $223,317 at 4% or $148,878 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$5,497,822$214,384$17,865iApproximate average salary by contribution assumption: employee only about $446,633 at 4% or $297,756 at 6%; with 50% employer match about $297,756 at 4% or $198,504 at 6%; with 100% employer match about $223,317 at 4% or $148,878 at 6%.
2002112$4,534,976$155,000$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$4,534,976$155,000$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
2001110$5,035,994$140,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-10$5,035,994$140,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
2000112$5,476,505$88,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$5,476,505$88,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
1999112$5,201,305$88,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Newton Wellesley Surgeons Inc. Profit Sharing Retirement Trust-12$5,201,305$88,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.