Civic Intelligence

Theodore Liftman Insurance

Plan context: Theodore Liftman Insurance Inc. 401K Plan

EIN 04-2629666 • Boston, MA • 26 filings • 2 plans

175 Federal StreetSuite 1230Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$5,357,366

2024 Contributions

$158,938

Historical Graphs

Total Assets Over Time

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

$5,357,366$2,678,683$0199920122024YearValue
$5,357,366Latest year 2024

Participants Over Time

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

740199920122024YearValue
7Latest year 2024

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
202417$5,357,366$158,938$22,705iApproximate average salary by contribution assumption: employee only about $567,636 at 4% or $378,424 at 6%; with 50% employer match about $378,424 at 4% or $252,283 at 6%; with 100% employer match about $283,818 at 4% or $189,212 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$5,357,366$158,938$22,705iApproximate average salary by contribution assumption: employee only about $567,636 at 4% or $378,424 at 6%; with 50% employer match about $378,424 at 4% or $252,283 at 6%; with 100% employer match about $283,818 at 4% or $189,212 at 6%.
202317$4,421,385$162,626$23,232iApproximate average salary by contribution assumption: employee only about $580,807 at 4% or $387,205 at 6%; with 50% employer match about $387,205 at 4% or $258,137 at 6%; with 100% employer match about $290,404 at 4% or $193,602 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$4,421,385$162,626$23,232iApproximate average salary by contribution assumption: employee only about $580,807 at 4% or $387,205 at 6%; with 50% employer match about $387,205 at 4% or $258,137 at 6%; with 100% employer match about $290,404 at 4% or $193,602 at 6%.
202217$3,540,993$151,315$21,616iApproximate average salary by contribution assumption: employee only about $540,411 at 4% or $360,274 at 6%; with 50% employer match about $360,274 at 4% or $240,183 at 6%; with 100% employer match about $270,205 at 4% or $180,137 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$3,540,993$151,315$21,616iApproximate average salary by contribution assumption: employee only about $540,411 at 4% or $360,274 at 6%; with 50% employer match about $360,274 at 4% or $240,183 at 6%; with 100% employer match about $270,205 at 4% or $180,137 at 6%.
202117$4,199,127$148,671$21,239iApproximate average salary by contribution assumption: employee only about $530,968 at 4% or $353,979 at 6%; with 50% employer match about $353,979 at 4% or $235,986 at 6%; with 100% employer match about $265,484 at 4% or $176,989 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$4,199,127$148,671$21,239iApproximate average salary by contribution assumption: employee only about $530,968 at 4% or $353,979 at 6%; with 50% employer match about $353,979 at 4% or $235,986 at 6%; with 100% employer match about $265,484 at 4% or $176,989 at 6%.
202017$3,300,443$147,137$21,020iApproximate average salary by contribution assumption: employee only about $525,489 at 4% or $350,326 at 6%; with 50% employer match about $350,326 at 4% or $233,551 at 6%; with 100% employer match about $262,745 at 4% or $175,163 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$3,300,443$147,137$21,020iApproximate average salary by contribution assumption: employee only about $525,489 at 4% or $350,326 at 6%; with 50% employer match about $350,326 at 4% or $233,551 at 6%; with 100% employer match about $262,745 at 4% or $175,163 at 6%.
201917$2,863,015$125,653$17,950iApproximate average salary by contribution assumption: employee only about $448,761 at 4% or $299,174 at 6%; with 50% employer match about $299,174 at 4% or $199,449 at 6%; with 100% employer match about $224,380 at 4% or $149,587 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$2,863,015$125,653$17,950iApproximate average salary by contribution assumption: employee only about $448,761 at 4% or $299,174 at 6%; with 50% employer match about $299,174 at 4% or $199,449 at 6%; with 100% employer match about $224,380 at 4% or $149,587 at 6%.
201817$2,185,575$125,182$17,883iApproximate average salary by contribution assumption: employee only about $447,079 at 4% or $298,052 at 6%; with 50% employer match about $298,052 at 4% or $198,702 at 6%; with 100% employer match about $223,539 at 4% or $149,026 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$2,185,575$125,182$17,883iApproximate average salary by contribution assumption: employee only about $447,079 at 4% or $298,052 at 6%; with 50% employer match about $298,052 at 4% or $198,702 at 6%; with 100% employer match about $223,539 at 4% or $149,026 at 6%.
201715$2,281,752$130,973$26,195iApproximate average salary by contribution assumption: employee only about $654,865 at 4% or $436,577 at 6%; with 50% employer match about $436,577 at 4% or $291,051 at 6%; with 100% employer match about $327,433 at 4% or $218,288 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$2,281,752$130,973$26,195iApproximate average salary by contribution assumption: employee only about $654,865 at 4% or $436,577 at 6%; with 50% employer match about $436,577 at 4% or $291,051 at 6%; with 100% employer match about $327,433 at 4% or $218,288 at 6%.
201615$1,842,188$126,921$25,384iApproximate average salary by contribution assumption: employee only about $634,605 at 4% or $423,070 at 6%; with 50% employer match about $423,070 at 4% or $282,047 at 6%; with 100% employer match about $317,303 at 4% or $211,535 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$1,842,188$126,921$25,384iApproximate average salary by contribution assumption: employee only about $634,605 at 4% or $423,070 at 6%; with 50% employer match about $423,070 at 4% or $282,047 at 6%; with 100% employer match about $317,303 at 4% or $211,535 at 6%.
201517$1,572,823$127,895$18,271iApproximate average salary by contribution assumption: employee only about $456,768 at 4% or $304,512 at 6%; with 50% employer match about $304,512 at 4% or $203,008 at 6%; with 100% employer match about $228,384 at 4% or $152,256 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$1,572,823$127,895$18,271iApproximate average salary by contribution assumption: employee only about $456,768 at 4% or $304,512 at 6%; with 50% employer match about $304,512 at 4% or $203,008 at 6%; with 100% employer match about $228,384 at 4% or $152,256 at 6%.
201417$1,490,609$116,051$16,579iApproximate average salary by contribution assumption: employee only about $414,468 at 4% or $276,312 at 6%; with 50% employer match about $276,312 at 4% or $184,208 at 6%; with 100% employer match about $207,234 at 4% or $138,156 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$1,490,609$116,051$16,579iApproximate average salary by contribution assumption: employee only about $414,468 at 4% or $276,312 at 6%; with 50% employer match about $276,312 at 4% or $184,208 at 6%; with 100% employer match about $207,234 at 4% or $138,156 at 6%.
201317$1,256,440$102,441$14,634iApproximate average salary by contribution assumption: employee only about $365,861 at 4% or $243,907 at 6%; with 50% employer match about $243,907 at 4% or $162,605 at 6%; with 100% employer match about $182,930 at 4% or $121,954 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-7$1,256,440$102,441$14,634iApproximate average salary by contribution assumption: employee only about $365,861 at 4% or $243,907 at 6%; with 50% employer match about $243,907 at 4% or $162,605 at 6%; with 100% employer match about $182,930 at 4% or $121,954 at 6%.
201215$886,884$83,342$16,668iApproximate average salary by contribution assumption: employee only about $416,710 at 4% or $277,807 at 6%; with 50% employer match about $277,807 at 4% or $185,204 at 6%; with 100% employer match about $208,355 at 4% or $138,903 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$886,884$83,342$16,668iApproximate average salary by contribution assumption: employee only about $416,710 at 4% or $277,807 at 6%; with 50% employer match about $277,807 at 4% or $185,204 at 6%; with 100% employer match about $208,355 at 4% or $138,903 at 6%.
201115$722,230$76,341$15,268iApproximate average salary by contribution assumption: employee only about $381,705 at 4% or $254,470 at 6%; with 50% employer match about $254,470 at 4% or $169,647 at 6%; with 100% employer match about $190,853 at 4% or $127,235 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$722,230$76,341$15,268iApproximate average salary by contribution assumption: employee only about $381,705 at 4% or $254,470 at 6%; with 50% employer match about $254,470 at 4% or $169,647 at 6%; with 100% employer match about $190,853 at 4% or $127,235 at 6%.
201016$943,783$69,746$11,624iApproximate average salary by contribution assumption: employee only about $290,608 at 4% or $193,739 at 6%; with 50% employer match about $193,739 at 4% or $129,159 at 6%; with 100% employer match about $145,304 at 4% or $96,869 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-6$943,783$69,746$11,624iApproximate average salary by contribution assumption: employee only about $290,608 at 4% or $193,739 at 6%; with 50% employer match about $193,739 at 4% or $129,159 at 6%; with 100% employer match about $145,304 at 4% or $96,869 at 6%.
200914$773,503$64,343$16,086iApproximate average salary by contribution assumption: employee only about $402,144 at 4% or $268,096 at 6%; with 50% employer match about $268,096 at 4% or $178,731 at 6%; with 100% employer match about $201,072 at 4% or $134,048 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$773,503$64,343$16,086iApproximate average salary by contribution assumption: employee only about $402,144 at 4% or $268,096 at 6%; with 50% employer match about $268,096 at 4% or $178,731 at 6%; with 100% employer match about $201,072 at 4% or $134,048 at 6%.
200815$589,781$84,894$16,979iApproximate average salary by contribution assumption: employee only about $424,470 at 4% or $282,980 at 6%; with 50% employer match about $282,980 at 4% or $188,653 at 6%; with 100% employer match about $212,235 at 4% or $141,490 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$589,781$84,894$16,979iApproximate average salary by contribution assumption: employee only about $424,470 at 4% or $282,980 at 6%; with 50% employer match about $282,980 at 4% or $188,653 at 6%; with 100% employer match about $212,235 at 4% or $141,490 at 6%.
200715$769,117$78,791$15,758iApproximate average salary by contribution assumption: employee only about $393,955 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,091 at 6%; with 100% employer match about $196,978 at 4% or $131,318 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$769,117$78,791$15,758iApproximate average salary by contribution assumption: employee only about $393,955 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,091 at 6%; with 100% employer match about $196,978 at 4% or $131,318 at 6%.
200614$659,517$80,284$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$659,517$80,284$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
200515$533,827$74,994$14,999iApproximate average salary by contribution assumption: employee only about $374,970 at 4% or $249,980 at 6%; with 50% employer match about $249,980 at 4% or $166,653 at 6%; with 100% employer match about $187,485 at 4% or $124,990 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-5$533,827$74,994$14,999iApproximate average salary by contribution assumption: employee only about $374,970 at 4% or $249,980 at 6%; with 50% employer match about $249,980 at 4% or $166,653 at 6%; with 100% employer match about $187,485 at 4% or $124,990 at 6%.
200414$457,946$66,006$16,502iApproximate average salary by contribution assumption: employee only about $412,538 at 4% or $275,025 at 6%; with 50% employer match about $275,025 at 4% or $183,350 at 6%; with 100% employer match about $206,269 at 4% or $137,513 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$457,946$66,006$16,502iApproximate average salary by contribution assumption: employee only about $412,538 at 4% or $275,025 at 6%; with 50% employer match about $275,025 at 4% or $183,350 at 6%; with 100% employer match about $206,269 at 4% or $137,513 at 6%.
200313$372,337$74,201$24,734iApproximate average salary by contribution assumption: employee only about $618,342 at 4% or $412,228 at 6%; with 50% employer match about $412,228 at 4% or $274,819 at 6%; with 100% employer match about $309,171 at 4% or $206,114 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-3$372,337$74,201$24,734iApproximate average salary by contribution assumption: employee only about $618,342 at 4% or $412,228 at 6%; with 50% employer match about $412,228 at 4% or $274,819 at 6%; with 100% employer match about $309,171 at 4% or $206,114 at 6%.
200214$250,982$83,927$20,982iApproximate average salary by contribution assumption: employee only about $524,544 at 4% or $349,696 at 6%; with 50% employer match about $349,696 at 4% or $233,131 at 6%; with 100% employer match about $262,272 at 4% or $174,848 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$250,982$83,927$20,982iApproximate average salary by contribution assumption: employee only about $524,544 at 4% or $349,696 at 6%; with 50% employer match about $349,696 at 4% or $233,131 at 6%; with 100% employer match about $262,272 at 4% or $174,848 at 6%.
200113$207,864$55,042$18,347iApproximate average salary by contribution assumption: employee only about $458,683 at 4% or $305,789 at 6%; with 50% employer match about $305,789 at 4% or $203,859 at 6%; with 100% employer match about $229,342 at 4% or $152,894 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-3$207,864$55,042$18,347iApproximate average salary by contribution assumption: employee only about $458,683 at 4% or $305,789 at 6%; with 50% employer match about $305,789 at 4% or $203,859 at 6%; with 100% employer match about $229,342 at 4% or $152,894 at 6%.
200014$229,694$60,294$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$229,694$60,294$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
199914$328,265$58,422$14,606iApproximate average salary by contribution assumption: employee only about $365,138 at 4% or $243,425 at 6%; with 50% employer match about $243,425 at 4% or $162,283 at 6%; with 100% employer match about $182,569 at 4% or $121,713 at 6%.
Theodore Liftman Insurance Inc. 401K Plan-4$328,265$58,422$14,606iApproximate average salary by contribution assumption: employee only about $365,138 at 4% or $243,425 at 6%; with 50% employer match about $243,425 at 4% or $162,283 at 6%; with 100% employer match about $182,569 at 4% or $121,713 at 6%.