Civic Intelligence

J.S. Fleming Associates Inc.

Plan context: J.S. Fleming Associates Inc. 401(K) Plan

EIN 04-2638640 • Marlborough, MA • 37 filings • 3 plans

28 Lord RoadMarlborough, MA 01752
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$9,819,617

2024 Contributions

$465,457

Historical Graphs

Total Assets Over Time

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

$11,452,368$5,726,184$0199920122024YearValue
$9,819,617Latest year 2024

Participants Over Time

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

26130199920122024YearValue
22Latest 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
2024122$9,819,617$465,457$21,157iApproximate average salary by contribution assumption: employee only about $528,928 at 4% or $352,619 at 6%; with 50% employer match about $352,619 at 4% or $235,079 at 6%; with 100% employer match about $264,464 at 4% or $176,309 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-22$9,819,617$465,457$21,157iApproximate average salary by contribution assumption: employee only about $528,928 at 4% or $352,619 at 6%; with 50% employer match about $352,619 at 4% or $235,079 at 6%; with 100% employer match about $264,464 at 4% or $176,309 at 6%.
2023121$8,514,196$422,615$20,125iApproximate average salary by contribution assumption: employee only about $503,113 at 4% or $335,409 at 6%; with 50% employer match about $335,409 at 4% or $223,606 at 6%; with 100% employer match about $251,557 at 4% or $167,704 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-21$8,514,196$422,615$20,125iApproximate average salary by contribution assumption: employee only about $503,113 at 4% or $335,409 at 6%; with 50% employer match about $335,409 at 4% or $223,606 at 6%; with 100% employer match about $251,557 at 4% or $167,704 at 6%.
2022123$7,273,875$409,682$17,812iApproximate average salary by contribution assumption: employee only about $445,307 at 4% or $296,871 at 6%; with 50% employer match about $296,871 at 4% or $197,914 at 6%; with 100% employer match about $222,653 at 4% or $148,436 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-23$7,273,875$409,682$17,812iApproximate average salary by contribution assumption: employee only about $445,307 at 4% or $296,871 at 6%; with 50% employer match about $296,871 at 4% or $197,914 at 6%; with 100% employer match about $222,653 at 4% or $148,436 at 6%.
2021124$8,616,464$404,564$16,857iApproximate average salary by contribution assumption: employee only about $421,421 at 4% or $280,947 at 6%; with 50% employer match about $280,947 at 4% or $187,298 at 6%; with 100% employer match about $210,710 at 4% or $140,474 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-24$8,616,464$404,564$16,857iApproximate average salary by contribution assumption: employee only about $421,421 at 4% or $280,947 at 6%; with 50% employer match about $280,947 at 4% or $187,298 at 6%; with 100% employer match about $210,710 at 4% or $140,474 at 6%.
2020125$11,452,368$440,812$17,632iApproximate average salary by contribution assumption: employee only about $440,812 at 4% or $293,875 at 6%; with 50% employer match about $293,875 at 4% or $195,916 at 6%; with 100% employer match about $220,406 at 4% or $146,937 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-25$11,452,368$440,812$17,632iApproximate average salary by contribution assumption: employee only about $440,812 at 4% or $293,875 at 6%; with 50% employer match about $293,875 at 4% or $195,916 at 6%; with 100% employer match about $220,406 at 4% or $146,937 at 6%.
2019126$9,804,970$463,134$17,813iApproximate average salary by contribution assumption: employee only about $445,321 at 4% or $296,881 at 6%; with 50% employer match about $296,881 at 4% or $197,921 at 6%; with 100% employer match about $222,661 at 4% or $148,440 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-26$9,804,970$463,134$17,813iApproximate average salary by contribution assumption: employee only about $445,321 at 4% or $296,881 at 6%; with 50% employer match about $296,881 at 4% or $197,921 at 6%; with 100% employer match about $222,661 at 4% or $148,440 at 6%.
2018124$7,996,346$453,551$18,898iApproximate average salary by contribution assumption: employee only about $472,449 at 4% or $314,966 at 6%; with 50% employer match about $314,966 at 4% or $209,977 at 6%; with 100% employer match about $236,224 at 4% or $157,483 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-24$7,996,346$453,551$18,898iApproximate average salary by contribution assumption: employee only about $472,449 at 4% or $314,966 at 6%; with 50% employer match about $314,966 at 4% or $209,977 at 6%; with 100% employer match about $236,224 at 4% or $157,483 at 6%.
2017124$8,440,164$449,394$18,725iApproximate average salary by contribution assumption: employee only about $468,119 at 4% or $312,079 at 6%; with 50% employer match about $312,079 at 4% or $208,053 at 6%; with 100% employer match about $234,059 at 4% or $156,040 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-24$8,440,164$449,394$18,725iApproximate average salary by contribution assumption: employee only about $468,119 at 4% or $312,079 at 6%; with 50% employer match about $312,079 at 4% or $208,053 at 6%; with 100% employer match about $234,059 at 4% or $156,040 at 6%.
2016124$7,102,951$437,037$18,210iApproximate average salary by contribution assumption: employee only about $455,247 at 4% or $303,498 at 6%; with 50% employer match about $303,498 at 4% or $202,332 at 6%; with 100% employer match about $227,623 at 4% or $151,749 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-24$7,102,951$437,037$18,210iApproximate average salary by contribution assumption: employee only about $455,247 at 4% or $303,498 at 6%; with 50% employer match about $303,498 at 4% or $202,332 at 6%; with 100% employer match about $227,623 at 4% or $151,749 at 6%.
2015123$6,321,641$384,939$16,736iApproximate average salary by contribution assumption: employee only about $418,412 at 4% or $278,941 at 6%; with 50% employer match about $278,941 at 4% or $185,961 at 6%; with 100% employer match about $209,206 at 4% or $139,471 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-23$6,321,641$384,939$16,736iApproximate average salary by contribution assumption: employee only about $418,412 at 4% or $278,941 at 6%; with 50% employer match about $278,941 at 4% or $185,961 at 6%; with 100% employer match about $209,206 at 4% or $139,471 at 6%.
2014122$6,145,546$344,637$15,665iApproximate average salary by contribution assumption: employee only about $391,633 at 4% or $261,089 at 6%; with 50% employer match about $261,089 at 4% or $174,059 at 6%; with 100% employer match about $195,816 at 4% or $130,544 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-22$6,145,546$344,637$15,665iApproximate average salary by contribution assumption: employee only about $391,633 at 4% or $261,089 at 6%; with 50% employer match about $261,089 at 4% or $174,059 at 6%; with 100% employer match about $195,816 at 4% or $130,544 at 6%.
2013122$5,612,357$323,194$14,691iApproximate average salary by contribution assumption: employee only about $367,266 at 4% or $244,844 at 6%; with 50% employer match about $244,844 at 4% or $163,229 at 6%; with 100% employer match about $183,633 at 4% or $122,422 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-22$5,612,357$323,194$14,691iApproximate average salary by contribution assumption: employee only about $367,266 at 4% or $244,844 at 6%; with 50% employer match about $244,844 at 4% or $163,229 at 6%; with 100% employer match about $183,633 at 4% or $122,422 at 6%.
2012121$4,614,293$161,926$7,711iApproximate average salary by contribution assumption: employee only about $192,769 at 4% or $128,513 at 6%; with 50% employer match about $128,513 at 4% or $85,675 at 6%; with 100% employer match about $96,385 at 4% or $64,256 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-21$4,614,293$161,926$7,711iApproximate average salary by contribution assumption: employee only about $192,769 at 4% or $128,513 at 6%; with 50% employer match about $128,513 at 4% or $85,675 at 6%; with 100% employer match about $96,385 at 4% or $64,256 at 6%.
2011121$4,009,829$321,092$15,290iApproximate average salary by contribution assumption: employee only about $382,252 at 4% or $254,835 at 6%; with 50% employer match about $254,835 at 4% or $169,890 at 6%; with 100% employer match about $191,126 at 4% or $127,417 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-21$4,009,829$321,092$15,290iApproximate average salary by contribution assumption: employee only about $382,252 at 4% or $254,835 at 6%; with 50% employer match about $254,835 at 4% or $169,890 at 6%; with 100% employer match about $191,126 at 4% or $127,417 at 6%.
2010121$3,956,144$325,304$15,491iApproximate average salary by contribution assumption: employee only about $387,267 at 4% or $258,178 at 6%; with 50% employer match about $258,178 at 4% or $172,119 at 6%; with 100% employer match about $193,633 at 4% or $129,089 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-21$3,956,144$325,304$15,491iApproximate average salary by contribution assumption: employee only about $387,267 at 4% or $258,178 at 6%; with 50% employer match about $258,178 at 4% or $172,119 at 6%; with 100% employer match about $193,633 at 4% or $129,089 at 6%.
2009220$3,416,516$318,130$15,907iApproximate average salary by contribution assumption: employee only about $397,663 at 4% or $265,108 at 6%; with 50% employer match about $265,108 at 4% or $176,739 at 6%; with 100% employer match about $198,831 at 4% or $132,554 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-20$3,416,516$318,130$15,907iApproximate average salary by contribution assumption: employee only about $397,663 at 4% or $265,108 at 6%; with 50% employer match about $265,108 at 4% or $176,739 at 6%; with 100% employer match about $198,831 at 4% or $132,554 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-0$0--
2008220$2,507,498$379,013$18,951iApproximate average salary by contribution assumption: employee only about $473,766 at 4% or $315,844 at 6%; with 50% employer match about $315,844 at 4% or $210,563 at 6%; with 100% employer match about $236,883 at 4% or $157,922 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-18$1,513,501$233,611$12,978iApproximate average salary by contribution assumption: employee only about $324,460 at 4% or $216,306 at 6%; with 50% employer match about $216,306 at 4% or $144,204 at 6%; with 100% employer match about $162,230 at 4% or $108,153 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-20$993,997$145,402$7,270iApproximate average salary by contribution assumption: employee only about $181,753 at 4% or $121,168 at 6%; with 50% employer match about $121,168 at 4% or $80,779 at 6%; with 100% employer match about $90,876 at 4% or $60,584 at 6%.
2007220$3,220,426$334,048$16,702iApproximate average salary by contribution assumption: employee only about $417,560 at 4% or $278,373 at 6%; with 50% employer match about $278,373 at 4% or $185,582 at 6%; with 100% employer match about $208,780 at 4% or $139,187 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-19$1,833,674$180,209$9,485iApproximate average salary by contribution assumption: employee only about $237,117 at 4% or $158,078 at 6%; with 50% employer match about $158,078 at 4% or $105,385 at 6%; with 100% employer match about $118,559 at 4% or $79,039 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-20$1,386,752$153,839$7,692iApproximate average salary by contribution assumption: employee only about $192,299 at 4% or $128,199 at 6%; with 50% employer match about $128,199 at 4% or $85,466 at 6%; with 100% employer match about $96,149 at 4% or $64,100 at 6%.
2006219$2,820,170$287,620$15,138iApproximate average salary by contribution assumption: employee only about $378,447 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,199 at 6%; with 100% employer match about $189,224 at 4% or $126,149 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-16$1,599,332$145,567$9,098iApproximate average salary by contribution assumption: employee only about $227,448 at 4% or $151,632 at 6%; with 50% employer match about $151,632 at 4% or $101,088 at 6%; with 100% employer match about $113,724 at 4% or $75,816 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-19$1,220,838$142,053$7,476iApproximate average salary by contribution assumption: employee only about $186,912 at 4% or $124,608 at 6%; with 50% employer match about $124,608 at 4% or $83,072 at 6%; with 100% employer match about $93,456 at 4% or $62,304 at 6%.
2005217$2,208,989$245,751$14,456iApproximate average salary by contribution assumption: employee only about $361,399 at 4% or $240,932 at 6%; with 50% employer match about $240,932 at 4% or $160,622 at 6%; with 100% employer match about $180,699 at 4% or $120,466 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-17$1,273,643$124,886$7,346iApproximate average salary by contribution assumption: employee only about $183,656 at 4% or $122,437 at 6%; with 50% employer match about $122,437 at 4% or $81,625 at 6%; with 100% employer match about $91,828 at 4% or $61,219 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-17$935,346$120,865$7,110iApproximate average salary by contribution assumption: employee only about $177,743 at 4% or $118,495 at 6%; with 50% employer match about $118,495 at 4% or $78,997 at 6%; with 100% employer match about $88,871 at 4% or $59,248 at 6%.
2004217$1,849,392$190,804$11,224iApproximate average salary by contribution assumption: employee only about $280,594 at 4% or $187,063 at 6%; with 50% employer match about $187,063 at 4% or $124,708 at 6%; with 100% employer match about $140,297 at 4% or $93,531 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-17$1,099,349$106,040$6,238iApproximate average salary by contribution assumption: employee only about $155,941 at 4% or $103,961 at 6%; with 50% employer match about $103,961 at 4% or $69,307 at 6%; with 100% employer match about $77,971 at 4% or $51,980 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-17$750,043$84,764$4,986iApproximate average salary by contribution assumption: employee only about $124,653 at 4% or $83,102 at 6%; with 50% employer match about $83,102 at 4% or $55,401 at 6%; with 100% employer match about $62,326 at 4% or $41,551 at 6%.
2003219$1,621,641$198,871$10,467iApproximate average salary by contribution assumption: employee only about $261,672 at 4% or $174,448 at 6%; with 50% employer match about $174,448 at 4% or $116,299 at 6%; with 100% employer match about $130,836 at 4% or $87,224 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-17$963,800$91,301$5,371iApproximate average salary by contribution assumption: employee only about $134,266 at 4% or $89,511 at 6%; with 50% employer match about $89,511 at 4% or $59,674 at 6%; with 100% employer match about $67,133 at 4% or $44,755 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-19$657,841$107,570$5,662iApproximate average salary by contribution assumption: employee only about $141,539 at 4% or $94,360 at 6%; with 50% employer match about $94,360 at 4% or $62,906 at 6%; with 100% employer match about $70,770 at 4% or $47,180 at 6%.
2002218$1,196,914$223,453$12,414iApproximate average salary by contribution assumption: employee only about $310,351 at 4% or $206,901 at 6%; with 50% employer match about $206,901 at 4% or $137,934 at 6%; with 100% employer match about $155,176 at 4% or $103,450 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-18$763,175$118,218$6,568iApproximate average salary by contribution assumption: employee only about $164,192 at 4% or $109,461 at 6%; with 50% employer match about $109,461 at 4% or $72,974 at 6%; with 100% employer match about $82,096 at 4% or $54,731 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-18$433,739$105,235$5,846iApproximate average salary by contribution assumption: employee only about $146,160 at 4% or $97,440 at 6%; with 50% employer match about $97,440 at 4% or $64,960 at 6%; with 100% employer match about $73,080 at 4% or $48,720 at 6%.
2001221$0$0-
J.S. Fleming Associates Inc. 401(K) Plan-21---
J.S. Fleming Associates Inc. Profit-Sharing Plan-19---
2000216$642,727$143,050$8,941iApproximate average salary by contribution assumption: employee only about $223,516 at 4% or $149,010 at 6%; with 50% employer match about $149,010 at 4% or $99,340 at 6%; with 100% employer match about $111,758 at 4% or $74,505 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-13$642,727$143,050$11,004iApproximate average salary by contribution assumption: employee only about $275,096 at 4% or $183,397 at 6%; with 50% employer match about $183,397 at 4% or $122,265 at 6%; with 100% employer match about $137,548 at 4% or $91,699 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-16---
1999214$947,458$221,949$15,854iApproximate average salary by contribution assumption: employee only about $396,338 at 4% or $264,225 at 6%; with 50% employer match about $264,225 at 4% or $176,150 at 6%; with 100% employer match about $198,169 at 4% or $132,113 at 6%.
J.S. Fleming Associates Inc. Profit-Sharing Plan-13$534,397$134,559$10,351iApproximate average salary by contribution assumption: employee only about $258,767 at 4% or $172,512 at 6%; with 50% employer match about $172,512 at 4% or $115,008 at 6%; with 100% employer match about $129,384 at 4% or $86,256 at 6%.
J.S. Fleming Associates Inc. 401(K) Plan-14$413,061$87,390$6,242iApproximate average salary by contribution assumption: employee only about $156,054 at 4% or $104,036 at 6%; with 50% employer match about $104,036 at 4% or $69,357 at 6%; with 100% employer match about $78,027 at 4% or $52,018 at 6%.