Civic Intelligence

Souza, True and Partners Inc

Plan context: Souza, True and Partners Inc. 401(K) Plan

EIN 04-2475449 • Lexington, MA • 22 filings • 6 plans

1 Cranberry Hl Ste 301Lexington, MA 02421
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$4,860,722

2025 Contributions

$240,756

Historical Graphs

Total Assets Over Time

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

$4,860,722$2,430,361$0200220162025YearValue
$4,860,722Latest year 2025

Participants Over Time

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

22110200220162025YearValue
21Latest year 2025

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
2025121$4,860,722$240,756$11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%.
Souza, True and Partners Inc. 401(K) Plan-21$4,860,722$240,756$11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%.
2024122$4,531,133$205,576$9,344iApproximate average salary by contribution assumption: employee only about $233,609 at 4% or $155,739 at 6%; with 50% employer match about $155,739 at 4% or $103,826 at 6%; with 100% employer match about $116,805 at 4% or $77,870 at 6%.
Souza, True and Partners Inc. 401(K) Plan-22$4,531,133$205,576$9,344iApproximate average salary by contribution assumption: employee only about $233,609 at 4% or $155,739 at 6%; with 50% employer match about $155,739 at 4% or $103,826 at 6%; with 100% employer match about $116,805 at 4% or $77,870 at 6%.
2023122$3,877,331$208,874$9,494iApproximate average salary by contribution assumption: employee only about $237,357 at 4% or $158,238 at 6%; with 50% employer match about $158,238 at 4% or $105,492 at 6%; with 100% employer match about $118,678 at 4% or $79,119 at 6%.
Souza, True and Partners Inc. 401(K) Plan-22$3,877,331$208,874$9,494iApproximate average salary by contribution assumption: employee only about $237,357 at 4% or $158,238 at 6%; with 50% employer match about $158,238 at 4% or $105,492 at 6%; with 100% employer match about $118,678 at 4% or $79,119 at 6%.
2022121$3,152,322$187,825$8,944iApproximate average salary by contribution assumption: employee only about $223,601 at 4% or $149,067 at 6%; with 50% employer match about $149,067 at 4% or $99,378 at 6%; with 100% employer match about $111,801 at 4% or $74,534 at 6%.
Souza, True and Partners Inc. 401(K) Plan-21$3,152,322$187,825$8,944iApproximate average salary by contribution assumption: employee only about $223,601 at 4% or $149,067 at 6%; with 50% employer match about $149,067 at 4% or $99,378 at 6%; with 100% employer match about $111,801 at 4% or $74,534 at 6%.
2021121$3,643,102$176,783$8,418iApproximate average salary by contribution assumption: employee only about $210,456 at 4% or $140,304 at 6%; with 50% employer match about $140,304 at 4% or $93,536 at 6%; with 100% employer match about $105,228 at 4% or $70,152 at 6%.
Souza, True and Partners Inc. 401(K) Plan-21$3,643,102$176,783$8,418iApproximate average salary by contribution assumption: employee only about $210,456 at 4% or $140,304 at 6%; with 50% employer match about $140,304 at 4% or $93,536 at 6%; with 100% employer match about $105,228 at 4% or $70,152 at 6%.
2020121$3,055,535$162,191$7,723iApproximate average salary by contribution assumption: employee only about $193,085 at 4% or $128,723 at 6%; with 50% employer match about $128,723 at 4% or $85,815 at 6%; with 100% employer match about $96,542 at 4% or $64,362 at 6%.
Souza, True and Partners Inc. 401(K) Plan-21$3,055,535$162,191$7,723iApproximate average salary by contribution assumption: employee only about $193,085 at 4% or $128,723 at 6%; with 50% employer match about $128,723 at 4% or $85,815 at 6%; with 100% employer match about $96,542 at 4% or $64,362 at 6%.
2019117$2,524,437$148,588$8,740iApproximate average salary by contribution assumption: employee only about $218,512 at 4% or $145,675 at 6%; with 50% employer match about $145,675 at 4% or $97,116 at 6%; with 100% employer match about $109,256 at 4% or $72,837 at 6%.
Souza, True and Partners Inc. 401(K) Plan-17$2,524,437$148,588$8,740iApproximate average salary by contribution assumption: employee only about $218,512 at 4% or $145,675 at 6%; with 50% employer match about $145,675 at 4% or $97,116 at 6%; with 100% employer match about $109,256 at 4% or $72,837 at 6%.
2018116$1,982,440$136,244$8,515iApproximate average salary by contribution assumption: employee only about $212,881 at 4% or $141,921 at 6%; with 50% employer match about $141,921 at 4% or $94,614 at 6%; with 100% employer match about $106,441 at 4% or $70,960 at 6%.
Souza, True and Partners Inc. 401(K) Plan-16$1,982,440$136,244$8,515iApproximate average salary by contribution assumption: employee only about $212,881 at 4% or $141,921 at 6%; with 50% employer match about $141,921 at 4% or $94,614 at 6%; with 100% employer match about $106,441 at 4% or $70,960 at 6%.
2017116$1,993,922$133,276$8,330iApproximate average salary by contribution assumption: employee only about $208,244 at 4% or $138,829 at 6%; with 50% employer match about $138,829 at 4% or $92,553 at 6%; with 100% employer match about $104,122 at 4% or $69,415 at 6%.
Souza, True and Partners Inc. 401(K) Plan-16$1,993,922$133,276$8,330iApproximate average salary by contribution assumption: employee only about $208,244 at 4% or $138,829 at 6%; with 50% employer match about $138,829 at 4% or $92,553 at 6%; with 100% employer match about $104,122 at 4% or $69,415 at 6%.
2016115$1,604,427$127,471$8,498iApproximate average salary by contribution assumption: employee only about $212,452 at 4% or $141,634 at 6%; with 50% employer match about $141,634 at 4% or $94,423 at 6%; with 100% employer match about $106,226 at 4% or $70,817 at 6%.
Souza, True and Partners Inc. 401(K) Plan-15$1,604,427$127,471$8,498iApproximate average salary by contribution assumption: employee only about $212,452 at 4% or $141,634 at 6%; with 50% employer match about $141,634 at 4% or $94,423 at 6%; with 100% employer match about $106,226 at 4% or $70,817 at 6%.
2015116$1,491,030$134,298$8,394iApproximate average salary by contribution assumption: employee only about $209,841 at 4% or $139,894 at 6%; with 50% employer match about $139,894 at 4% or $93,263 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
Souza, True and Partners Inc. 401(K) Plan-16$1,491,030$134,298$8,394iApproximate average salary by contribution assumption: employee only about $209,841 at 4% or $139,894 at 6%; with 50% employer match about $139,894 at 4% or $93,263 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
2014115$1,381,223$117,488$7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,907 at 4% or $65,271 at 6%.
Souza, True and Partners Inc. 401(K) Plan-15$1,381,223$117,488$7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,907 at 4% or $65,271 at 6%.
2013214$722,115$669,748$47,839iApproximate average salary by contribution assumption: employee only about $1,195,979 at 4% or $797,319 at 6%; with 50% employer match about $797,319 at 4% or $531,546 at 6%; with 100% employer match about $597,989 at 4% or $398,660 at 6%.
Souza & True Inc Profit Sharing Plan-14$722,115$669,748$47,839iApproximate average salary by contribution assumption: employee only about $1,195,979 at 4% or $797,319 at 6%; with 50% employer match about $797,319 at 4% or $531,546 at 6%; with 100% employer match about $597,989 at 4% or $398,660 at 6%.
Souza & True Inc Profit Sharing Plan-0$0$0-
2012115$439,734$0-
Souza & True Inc Profit Sharing Plan-15$439,734$0-
2011115$419,048$32,859$2,191iApproximate average salary by contribution assumption: employee only about $54,765 at 4% or $36,510 at 6%; with 50% employer match about $36,510 at 4% or $24,340 at 6%; with 100% employer match about $27,383 at 4% or $18,255 at 6%.
Souza & True Inc Profit Sharing Plan-15$419,048$32,859$2,191iApproximate average salary by contribution assumption: employee only about $54,765 at 4% or $36,510 at 6%; with 50% employer match about $36,510 at 4% or $24,340 at 6%; with 100% employer match about $27,383 at 4% or $18,255 at 6%.
2010116$412,066$25,000$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
Souza & True Inc Profit Sharing Plan-16$412,066$25,000$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
2009116$539,428$25,000$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
Souza & True Inc Profit Sharing Plan-16$539,428$25,000$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
2006119$639,774$25,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
Souza & True Inc Profit Sharing Plan-19$639,774$25,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
2004119$541,311$25,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
Souza & True Inc Profit Sharing Plan-19$541,311$25,000$1,316iApproximate average salary by contribution assumption: employee only about $32,895 at 4% or $21,930 at 6%; with 50% employer match about $21,930 at 4% or $14,620 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
2002120$511,346$0-
Souza & True Inc Profit Sharing Plan-20$511,346--
199910$0$0-
Souza & True Inc Profit Sharing Plan-0---