Boston Financial Data Services Inc.
Plan context: Boston Financial Data Services Inc. Retirement Plan
EIN 04-2526037 • Quincy, MA • 99 filings • 40 plans
Current Snapshot
Latest Year
2017
2017 Participants
1,529
2017 Assets
$219,306,498
2017 Contributions
$12,439,795
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $12,439,795 | - |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 0 | - | - | - |
| Boston Financial Data Services Inc. Retirement Plan | - | 0 | - | $12,439,795 | - |
| 2016 | 2 | 1,529 | $219,306,498 | $12,330,044 | $8,064iApproximate average salary by contribution assumption: employee only about $201,603 at 4% or $134,402 at 6%; with 50% employer match about $134,402 at 4% or $89,601 at 6%; with 100% employer match about $100,802 at 4% or $67,201 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,529 | $219,306,498 | $12,330,044 | $8,064iApproximate average salary by contribution assumption: employee only about $201,603 at 4% or $134,402 at 6%; with 50% employer match about $134,402 at 4% or $89,601 at 6%; with 100% employer match about $100,802 at 4% or $67,201 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,480 | - | - | - |
| 2015 | 2 | 1,621 | $208,135,380 | $12,212,935 | $7,534iApproximate average salary by contribution assumption: employee only about $188,355 at 4% or $125,570 at 6%; with 50% employer match about $125,570 at 4% or $83,713 at 6%; with 100% employer match about $94,177 at 4% or $62,785 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,621 | $208,135,380 | $12,212,935 | $7,534iApproximate average salary by contribution assumption: employee only about $188,355 at 4% or $125,570 at 6%; with 50% employer match about $125,570 at 4% or $83,713 at 6%; with 100% employer match about $94,177 at 4% or $62,785 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,536 | - | - | - |
| 2014 | 2 | 1,529 | $212,790,915 | $13,442,651 | $8,792iApproximate average salary by contribution assumption: employee only about $219,795 at 4% or $146,530 at 6%; with 50% employer match about $146,530 at 4% or $97,687 at 6%; with 100% employer match about $109,897 at 4% or $73,265 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,529 | $212,790,915 | $13,442,651 | $8,792iApproximate average salary by contribution assumption: employee only about $219,795 at 4% or $146,530 at 6%; with 50% employer match about $146,530 at 4% or $97,687 at 6%; with 100% employer match about $109,897 at 4% or $73,265 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,493 | - | - | - |
| 2013 | 2 | 1,592 | $202,862,321 | $11,954,114 | $7,509iApproximate average salary by contribution assumption: employee only about $187,722 at 4% or $125,148 at 6%; with 50% employer match about $125,148 at 4% or $83,432 at 6%; with 100% employer match about $93,861 at 4% or $62,574 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,592 | $202,862,321 | $11,954,114 | $7,509iApproximate average salary by contribution assumption: employee only about $187,722 at 4% or $125,148 at 6%; with 50% employer match about $125,148 at 4% or $83,432 at 6%; with 100% employer match about $93,861 at 4% or $62,574 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,544 | - | - | - |
| 2012 | 2 | 1,726 | $166,142,570 | $11,971,674 | $6,936iApproximate average salary by contribution assumption: employee only about $173,402 at 4% or $115,601 at 6%; with 50% employer match about $115,601 at 4% or $77,068 at 6%; with 100% employer match about $86,701 at 4% or $57,801 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,638 | $166,142,570 | $11,971,674 | $7,309iApproximate average salary by contribution assumption: employee only about $182,718 at 4% or $121,812 at 6%; with 50% employer match about $121,812 at 4% or $81,208 at 6%; with 100% employer match about $91,359 at 4% or $60,906 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,726 | - | - | - |
| 2011 | 2 | 1,739 | $149,917,014 | $12,206,565 | $7,019iApproximate average salary by contribution assumption: employee only about $175,483 at 4% or $116,988 at 6%; with 50% employer match about $116,988 at 4% or $77,992 at 6%; with 100% employer match about $87,741 at 4% or $58,494 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,739 | $149,917,014 | $12,206,565 | $7,019iApproximate average salary by contribution assumption: employee only about $175,483 at 4% or $116,988 at 6%; with 50% employer match about $116,988 at 4% or $77,992 at 6%; with 100% employer match about $87,741 at 4% or $58,494 at 6%. |
| Boston Financial Data Services Inc. Health and Welfare Plan | - | 1,715 | - | - | - |
| 2010 | 7 | 1,996 | $146,001,683 | $12,232,996 | $6,129iApproximate average salary by contribution assumption: employee only about $153,219 at 4% or $102,146 at 6%; with 50% employer match about $102,146 at 4% or $68,097 at 6%; with 100% employer match about $76,609 at 4% or $51,073 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 1,996 | $146,001,683 | $12,232,996 | $6,129iApproximate average salary by contribution assumption: employee only about $153,219 at 4% or $102,146 at 6%; with 50% employer match about $102,146 at 4% or $68,097 at 6%; with 100% employer match about $76,609 at 4% or $51,073 at 6%. |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 0 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 0 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 0 | - | - | - |
| Boston Financial Data Services Section 125 | - | 0 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 0 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 0 | - | - | - |
| 2009 | 7 | 2,055 | $125,638,409 | $12,408,164 | $6,038iApproximate average salary by contribution assumption: employee only about $150,951 at 4% or $100,634 at 6%; with 50% employer match about $100,634 at 4% or $67,089 at 6%; with 100% employer match about $75,475 at 4% or $50,317 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,033 | $125,638,409 | $12,408,164 | $6,103iApproximate average salary by contribution assumption: employee only about $152,584 at 4% or $101,723 at 6%; with 50% employer match about $101,723 at 4% or $67,815 at 6%; with 100% employer match about $76,292 at 4% or $50,861 at 6%. |
| Boston Financial Data Services Group Insurance | - | 1,626 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,013 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 1,770 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,055 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 1,919 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 1,679 | - | - | - |
| 2008 | 7 | 2,249 | $99,647,435 | $13,209,617 | $5,874iApproximate average salary by contribution assumption: employee only about $146,839 at 4% or $97,893 at 6%; with 50% employer match about $97,893 at 4% or $65,262 at 6%; with 100% employer match about $73,419 at 4% or $48,946 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,115 | $99,647,435 | $13,209,617 | $6,246iApproximate average salary by contribution assumption: employee only about $156,142 at 4% or $104,095 at 6%; with 50% employer match about $104,095 at 4% or $69,396 at 6%; with 100% employer match about $78,071 at 4% or $52,047 at 6%. |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 1,937 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 1,781 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,249 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,011 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,086 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,009 | - | - | - |
| 2007 | 7 | 2,291 | $128,602,103 | $13,429,368 | $5,862iApproximate average salary by contribution assumption: employee only about $146,545 at 4% or $97,697 at 6%; with 50% employer match about $97,697 at 4% or $65,131 at 6%; with 100% employer match about $73,272 at 4% or $48,848 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,272 | $128,602,103 | $13,429,368 | $5,911iApproximate average salary by contribution assumption: employee only about $147,770 at 4% or $98,514 at 6%; with 50% employer match about $98,514 at 4% or $65,676 at 6%; with 100% employer match about $73,885 at 4% or $49,257 at 6%. |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,090 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,284 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,284 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,098 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,061 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,291 | - | - | - |
| 2006 | 7 | 2,396 | $115,243,721 | $11,430,556 | $4,771iApproximate average salary by contribution assumption: employee only about $119,267 at 4% or $79,511 at 6%; with 50% employer match about $79,511 at 4% or $53,008 at 6%; with 100% employer match about $59,634 at 4% or $39,756 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,396 | $115,243,721 | $11,430,556 | $4,771iApproximate average salary by contribution assumption: employee only about $119,267 at 4% or $79,511 at 6%; with 50% employer match about $79,511 at 4% or $53,008 at 6%; with 100% employer match about $59,634 at 4% or $39,756 at 6%. |
| Boston Financial Data Services Section 125 | - | 2,345 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,339 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,164 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,164 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,051 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,337 | - | - | - |
| 2005 | 7 | 2,371 | $100,178,761 | $10,890,015 | $4,593iApproximate average salary by contribution assumption: employee only about $114,825 at 4% or $76,550 at 6%; with 50% employer match about $76,550 at 4% or $51,033 at 6%; with 100% employer match about $57,413 at 4% or $38,275 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,327 | $100,178,761 | $10,890,015 | $4,680iApproximate average salary by contribution assumption: employee only about $116,996 at 4% or $77,998 at 6%; with 50% employer match about $77,998 at 4% or $51,998 at 6%; with 100% employer match about $58,498 at 4% or $38,999 at 6%. |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,170 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,170 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,354 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,170 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,371 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,005 | - | - | - |
| 2004 | 7 | 2,279 | $89,050,411 | $9,597,796 | $4,211iApproximate average salary by contribution assumption: employee only about $105,285 at 4% or $70,190 at 6%; with 50% employer match about $70,190 at 4% or $46,793 at 6%; with 100% employer match about $52,643 at 4% or $35,095 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,279 | $89,050,411 | $9,597,796 | $4,211iApproximate average salary by contribution assumption: employee only about $105,285 at 4% or $70,190 at 6%; with 50% employer match about $70,190 at 4% or $46,793 at 6%; with 100% employer match about $52,643 at 4% or $35,095 at 6%. |
| Boston Financial Data Services Dental Plan | - | 2,220 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,090 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,220 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,220 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,090 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,236 | - | - | - |
| 2003 | 7 | 2,077 | $78,173,341 | $9,735,854 | $4,687iApproximate average salary by contribution assumption: employee only about $117,186 at 4% or $78,124 at 6%; with 50% employer match about $78,124 at 4% or $52,083 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,055 | $78,173,341 | $9,735,854 | $4,738iApproximate average salary by contribution assumption: employee only about $118,441 at 4% or $78,961 at 6%; with 50% employer match about $78,961 at 4% or $52,640 at 6%; with 100% employer match about $59,221 at 4% or $39,480 at 6%. |
| Boston Financial Data Services Section 125 | - | 2,060 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,077 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,060 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 1,950 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,060 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 1,950 | - | - | - |
| 2002 | 9 | 2,335 | $59,758,733 | $9,202,156 | $3,941iApproximate average salary by contribution assumption: employee only about $98,524 at 4% or $65,683 at 6%; with 50% employer match about $65,683 at 4% or $43,789 at 6%; with 100% employer match about $49,262 at 4% or $32,841 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,288 | $59,758,733 | $9,202,156 | $4,022iApproximate average salary by contribution assumption: employee only about $100,548 at 4% or $67,032 at 6%; with 50% employer match about $67,032 at 4% or $44,688 at 6%; with 100% employer match about $50,274 at 4% or $33,516 at 6%. |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,185 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,335 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,321 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,321 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,321 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,186 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,335 | - | - | - |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,288 | - | - | - |
| 2001 | 7 | 3,126 | $60,120,755 | $9,019,761 | $2,885iApproximate average salary by contribution assumption: employee only about $72,135 at 4% or $48,090 at 6%; with 50% employer match about $48,090 at 4% or $32,060 at 6%; with 100% employer match about $36,068 at 4% or $24,045 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 3,126 | $60,120,755 | $9,019,761 | $2,885iApproximate average salary by contribution assumption: employee only about $72,135 at 4% or $48,090 at 6%; with 50% employer match about $48,090 at 4% or $32,060 at 6%; with 100% employer match about $36,068 at 4% or $24,045 at 6%. |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 2,935 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 1,945 | - | - | - |
| Boston Financial Data Services Section 125 | - | 2,355 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 2,600 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,725 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 2,252 | - | - | - |
| 2000 | 6 | 3,807 | $0 | $0 | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 3,807 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 3,807 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 2,358 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,749 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 3,807 | - | - | - |
| Boston Financial Data Services Section 125 | - | 3,807 | - | - | - |
| 1999 | 7 | 2,699 | $53,745,836 | $6,403,121 | $2,372iApproximate average salary by contribution assumption: employee only about $59,310 at 4% or $39,540 at 6%; with 50% employer match about $39,540 at 4% or $26,360 at 6%; with 100% employer match about $29,655 at 4% or $19,770 at 6%. |
| Boston Financial Data Services Inc. Retirement Plan | - | 2,143 | $53,745,836 | $6,403,121 | $2,988iApproximate average salary by contribution assumption: employee only about $74,698 at 4% or $49,799 at 6%; with 50% employer match about $49,799 at 4% or $33,199 at 6%; with 100% employer match about $37,349 at 4% or $24,899 at 6%. |
| Boston Financial Data Services Section 125 | - | 2,699 | - | - | - |
| Boston Financial Data Services Dental Plan | - | 2,699 | - | - | - |
| Boston Financial Data Services Inc Business Travel Accident Insurance | - | 0 | - | - | - |
| Boston Financial Data Services Life Insurance Accidental Death & Dismemberment | - | 0 | - | - | - |
| Boston Financial Data Services Long Term Disability Insurance Plan | - | 0 | - | - | - |
| Boston Financial Data Services Group Insurance | - | 0 | - | - | - |