Wakefield Management Inc.
Plan context: Wakefield Management Inc. 401K Profit Sharing Plan
EIN 04-2463718 • Middleton, MA • 23 filings • 8 plans
Current Snapshot
Latest Year
2019
2019 Participants
30
2019 Assets
$664,070
2019 Contributions
$57,206
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 30 | $664,070 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 30 | $664,070 | - | - |
| 2017 | 1 | 30 | $724,534 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 30 | $724,534 | - | - |
| 2016 | 1 | 32 | $673,365 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 32 | $673,365 | - | - |
| 2015 | 1 | 32 | $644,894 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 32 | $644,894 | - | - |
| 2014 | 1 | 34 | $791,313 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 34 | $791,313 | - | - |
| 2013 | 1 | 34 | $840,953 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 34 | $840,953 | - | - |
| 2012 | 1 | 37 | $727,564 | $0 | - |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 37 | $727,564 | - | - |
| 2011 | 1 | 68 | $1,056,292 | $57,206 | $841iApproximate average salary by contribution assumption: employee only about $21,032 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,011 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 68 | $1,056,292 | $57,206 | $841iApproximate average salary by contribution assumption: employee only about $21,032 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,011 at 6%. |
| 2010 | 1 | 86 | $1,957,610 | $74,713 | $869iApproximate average salary by contribution assumption: employee only about $21,719 at 4% or $14,479 at 6%; with 50% employer match about $14,479 at 4% or $9,653 at 6%; with 100% employer match about $10,859 at 4% or $7,240 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 86 | $1,957,610 | $74,713 | $869iApproximate average salary by contribution assumption: employee only about $21,719 at 4% or $14,479 at 6%; with 50% employer match about $14,479 at 4% or $9,653 at 6%; with 100% employer match about $10,859 at 4% or $7,240 at 6%. |
| 2009 | 1 | 100 | $1,840,835 | $91,167 | $912iApproximate average salary by contribution assumption: employee only about $22,792 at 4% or $15,195 at 6%; with 50% employer match about $15,195 at 4% or $10,130 at 6%; with 100% employer match about $11,396 at 4% or $7,597 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 100 | $1,840,835 | $91,167 | $912iApproximate average salary by contribution assumption: employee only about $22,792 at 4% or $15,195 at 6%; with 50% employer match about $15,195 at 4% or $10,130 at 6%; with 100% employer match about $11,396 at 4% or $7,597 at 6%. |
| 2008 | 1 | 104 | $1,615,965 | $108,913 | $1,047iApproximate average salary by contribution assumption: employee only about $26,181 at 4% or $17,454 at 6%; with 50% employer match about $17,454 at 4% or $11,636 at 6%; with 100% employer match about $13,091 at 4% or $8,727 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 104 | $1,615,965 | $108,913 | $1,047iApproximate average salary by contribution assumption: employee only about $26,181 at 4% or $17,454 at 6%; with 50% employer match about $17,454 at 4% or $11,636 at 6%; with 100% employer match about $13,091 at 4% or $8,727 at 6%. |
| 2007 | 1 | 99 | $2,263,545 | $111,546 | $1,127iApproximate average salary by contribution assumption: employee only about $28,168 at 4% or $18,779 at 6%; with 50% employer match about $18,779 at 4% or $12,519 at 6%; with 100% employer match about $14,084 at 4% or $9,389 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 99 | $2,263,545 | $111,546 | $1,127iApproximate average salary by contribution assumption: employee only about $28,168 at 4% or $18,779 at 6%; with 50% employer match about $18,779 at 4% or $12,519 at 6%; with 100% employer match about $14,084 at 4% or $9,389 at 6%. |
| 2006 | 1 | 98 | $2,194,631 | $115,799 | $1,182iApproximate average salary by contribution assumption: employee only about $29,541 at 4% or $19,694 at 6%; with 50% employer match about $19,694 at 4% or $13,129 at 6%; with 100% employer match about $14,770 at 4% or $9,847 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 98 | $2,194,631 | $115,799 | $1,182iApproximate average salary by contribution assumption: employee only about $29,541 at 4% or $19,694 at 6%; with 50% employer match about $19,694 at 4% or $13,129 at 6%; with 100% employer match about $14,770 at 4% or $9,847 at 6%. |
| 2005 | 1 | 93 | $1,974,112 | $115,498 | $1,242iApproximate average salary by contribution assumption: employee only about $31,048 at 4% or $20,699 at 6%; with 50% employer match about $20,699 at 4% or $13,799 at 6%; with 100% employer match about $15,524 at 4% or $10,349 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 93 | $1,974,112 | $115,498 | $1,242iApproximate average salary by contribution assumption: employee only about $31,048 at 4% or $20,699 at 6%; with 50% employer match about $20,699 at 4% or $13,799 at 6%; with 100% employer match about $15,524 at 4% or $10,349 at 6%. |
| 2004 | 1 | 96 | $1,847,027 | $184,304 | $1,920iApproximate average salary by contribution assumption: employee only about $47,996 at 4% or $31,997 at 6%; with 50% employer match about $31,997 at 4% or $21,331 at 6%; with 100% employer match about $23,998 at 4% or $15,999 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 96 | $1,847,027 | $184,304 | $1,920iApproximate average salary by contribution assumption: employee only about $47,996 at 4% or $31,997 at 6%; with 50% employer match about $31,997 at 4% or $21,331 at 6%; with 100% employer match about $23,998 at 4% or $15,999 at 6%. |
| 2003 | 1 | 101 | $1,597,868 | $390,813 | $3,869iApproximate average salary by contribution assumption: employee only about $96,736 at 4% or $64,491 at 6%; with 50% employer match about $64,491 at 4% or $42,994 at 6%; with 100% employer match about $48,368 at 4% or $32,245 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 101 | $1,597,868 | $390,813 | $3,869iApproximate average salary by contribution assumption: employee only about $96,736 at 4% or $64,491 at 6%; with 50% employer match about $64,491 at 4% or $42,994 at 6%; with 100% employer match about $48,368 at 4% or $32,245 at 6%. |
| 2002 | 1 | 97 | $1,003,028 | $156,108 | $1,609iApproximate average salary by contribution assumption: employee only about $40,234 at 4% or $26,823 at 6%; with 50% employer match about $26,823 at 4% or $17,882 at 6%; with 100% employer match about $20,117 at 4% or $13,411 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 97 | $1,003,028 | $156,108 | $1,609iApproximate average salary by contribution assumption: employee only about $40,234 at 4% or $26,823 at 6%; with 50% employer match about $26,823 at 4% or $17,882 at 6%; with 100% employer match about $20,117 at 4% or $13,411 at 6%. |
| 2001 | 1 | 92 | $1,142,977 | $158,821 | $1,726iApproximate average salary by contribution assumption: employee only about $43,158 at 4% or $28,772 at 6%; with 50% employer match about $28,772 at 4% or $19,181 at 6%; with 100% employer match about $21,579 at 4% or $14,386 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 92 | $1,142,977 | $158,821 | $1,726iApproximate average salary by contribution assumption: employee only about $43,158 at 4% or $28,772 at 6%; with 50% employer match about $28,772 at 4% or $19,181 at 6%; with 100% employer match about $21,579 at 4% or $14,386 at 6%. |
| 2000 | 2 | 108 | $1,366,640 | $240,112 | $2,223iApproximate average salary by contribution assumption: employee only about $55,581 at 4% or $37,054 at 6%; with 50% employer match about $37,054 at 4% or $24,703 at 6%; with 100% employer match about $27,791 at 4% or $18,527 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 108 | $1,366,640 | $240,112 | $2,223iApproximate average salary by contribution assumption: employee only about $55,581 at 4% or $37,054 at 6%; with 50% employer match about $37,054 at 4% or $24,703 at 6%; with 100% employer match about $27,791 at 4% or $18,527 at 6%. |
| Wakefield Management Inc Weleare Benefit Plan | - | 86 | - | - | - |
| 1999 | 2 | 126 | $1,438,029 | $154,969 | $1,230iApproximate average salary by contribution assumption: employee only about $30,748 at 4% or $20,499 at 6%; with 50% employer match about $20,499 at 4% or $13,666 at 6%; with 100% employer match about $15,374 at 4% or $10,249 at 6%. |
| Wakefield Management Inc. 401K Profit Sharing Plan | - | 126 | $1,438,029 | $154,969 | $1,230iApproximate average salary by contribution assumption: employee only about $30,748 at 4% or $20,499 at 6%; with 50% employer match about $20,499 at 4% or $13,666 at 6%; with 100% employer match about $15,374 at 4% or $10,249 at 6%. |
| Wakefield Management Inc Weleare Benefit Plan | - | 95 | - | - | - |