Civic Intelligence

Rapperport Associates Inc.

Plan context: Rapperport Associates Inc. Money Purchase Plan

EIN 04-2714355 • Lexington, MA • 23 filings • 2 plans

8 Wallis CourtLexington, MA 02421
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$2,414,866

2021 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$3,598,891$1,799,446$0199920102020YearValue
$2,414,866Latest year 2020

Participants Over Time

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

320199920102020YearValue
3Latest year 2020

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
202110$0$0-
Rapperport Associates Inc. Money Purchase Plan-0$0--
202013$2,414,866$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,414,866--
201913$2,209,178$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,209,178--
201813$2,256,671$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,256,671--
201713$2,602,906$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,602,906--
201613$2,344,038$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,344,038--
201513$2,309,565$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,309,565--
201413$2,424,782$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,424,782--
201313$2,412,882$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Rapperport Associates Inc. Money Purchase Plan-3$2,412,882$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201213$2,175,607$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,175,607--
201113$2,057,794$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,057,794--
201013$2,276,451$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,276,451--
200913$3,177,515$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,177,515--
200811$2,707,022$0-
Rapperport Associates Inc. Money Purchase Plan-1$2,707,022--
200713$3,598,891$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,598,891--
200613$3,480,230$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,480,230--
200513$3,200,619$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,200,619--
200413$3,105,634$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,105,634--
200313$3,022,173$0-
Rapperport Associates Inc. Money Purchase Plan-3$3,022,173--
200213$2,682,099$0-
Rapperport Associates Inc. Money Purchase Plan-3$2,682,099--
200113$2,960,439$23,500$7,833iApproximate average salary by contribution assumption: employee only about $195,833 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%.
Rapperport Associates Inc. Money Purchase Plan-3$2,960,439$23,500$7,833iApproximate average salary by contribution assumption: employee only about $195,833 at 4% or $130,556 at 6%; with 50% employer match about $130,556 at 4% or $87,037 at 6%; with 100% employer match about $97,917 at 4% or $65,278 at 6%.
200012$3,294,030$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Rapperport Associates Inc. Money Purchase Plan-2$3,294,030$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
199912$3,542,014$48,750$24,375iApproximate average salary by contribution assumption: employee only about $609,375 at 4% or $406,250 at 6%; with 50% employer match about $406,250 at 4% or $270,833 at 6%; with 100% employer match about $304,688 at 4% or $203,125 at 6%.
Rapperport Associates Inc. Money Purchase Plan-2$3,542,014$48,750$24,375iApproximate average salary by contribution assumption: employee only about $609,375 at 4% or $406,250 at 6%; with 50% employer match about $406,250 at 4% or $270,833 at 6%; with 100% employer match about $304,688 at 4% or $203,125 at 6%.