Needel, Welch & Stone PC.
Plan context: Needel, Welch & Stone PC. 401K Plan
EIN 04-2520509 • Rockland, MA • 12 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
17
2010 Assets
$2,719,518
2010 Contributions
$93,919
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $93,919 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 0 | $0 | $93,919 | - |
| 2009 | 1 | 17 | $2,719,518 | $268,452 | $15,791iApproximate average salary by contribution assumption: employee only about $394,782 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,459 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%. |
| Needel, Welch & Stone PC. 401K Plan | - | 17 | $2,719,518 | $268,452 | $15,791iApproximate average salary by contribution assumption: employee only about $394,782 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,459 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%. |
| 2008 | 1 | 18 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 18 | - | - | - |
| 2007 | 1 | 18 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 18 | - | - | - |
| 2006 | 1 | 18 | $2,610,115 | $252,041 | $14,002iApproximate average salary by contribution assumption: employee only about $350,057 at 4% or $233,371 at 6%; with 50% employer match about $233,371 at 4% or $155,581 at 6%; with 100% employer match about $175,028 at 4% or $116,686 at 6%. |
| Needel, Welch & Stone PC. 401K Plan | - | 18 | $2,610,115 | $252,041 | $14,002iApproximate average salary by contribution assumption: employee only about $350,057 at 4% or $233,371 at 6%; with 50% employer match about $233,371 at 4% or $155,581 at 6%; with 100% employer match about $175,028 at 4% or $116,686 at 6%. |
| 2005 | 1 | 17 | $2,019,367 | $237,418 | $13,966iApproximate average salary by contribution assumption: employee only about $349,144 at 4% or $232,763 at 6%; with 50% employer match about $232,763 at 4% or $155,175 at 6%; with 100% employer match about $174,572 at 4% or $116,381 at 6%. |
| Needel, Welch & Stone PC. 401K Plan | - | 17 | $2,019,367 | $237,418 | $13,966iApproximate average salary by contribution assumption: employee only about $349,144 at 4% or $232,763 at 6%; with 50% employer match about $232,763 at 4% or $155,175 at 6%; with 100% employer match about $174,572 at 4% or $116,381 at 6%. |
| 2004 | 1 | 16 | $1,651,769 | $204,168 | $12,761iApproximate average salary by contribution assumption: employee only about $319,013 at 4% or $212,675 at 6%; with 50% employer match about $212,675 at 4% or $141,783 at 6%; with 100% employer match about $159,506 at 4% or $106,338 at 6%. |
| Needel, Welch & Stone PC. 401K Plan | - | 16 | $1,651,769 | $204,168 | $12,761iApproximate average salary by contribution assumption: employee only about $319,013 at 4% or $212,675 at 6%; with 50% employer match about $212,675 at 4% or $141,783 at 6%; with 100% employer match about $159,506 at 4% or $106,338 at 6%. |
| 2003 | 1 | 17 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 17 | - | - | - |
| 2002 | 1 | 16 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 16 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 16 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| Needel, Welch & Stone PC. 401K Plan | - | 13 | - | - | - |
| 1999 | 1 | 12 | $1,026,790 | $121,962 | $10,164iApproximate average salary by contribution assumption: employee only about $254,088 at 4% or $169,392 at 6%; with 50% employer match about $169,392 at 4% or $112,928 at 6%; with 100% employer match about $127,044 at 4% or $84,696 at 6%. |
| Needel, Welch & Stone PC. 401K Plan | - | 12 | $1,026,790 | $121,962 | $10,164iApproximate average salary by contribution assumption: employee only about $254,088 at 4% or $169,392 at 6%; with 50% employer match about $169,392 at 4% or $112,928 at 6%; with 100% employer match about $127,044 at 4% or $84,696 at 6%. |