Civic Intelligence

Tappe and Associates Inc.

Plan context: Tappe and Associates Inc. 401 K Retirement Plan

EIN 04-2721071 • Boston, MA • 25 filings • 5 plans

Six Edgerly PlaceBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$6,743,451

2024 Contributions

$699,435

Historical Graphs

Total Assets Over Time

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

$6,743,451$3,371,726$0199920132024YearValue
$6,743,451Latest year 2024

Participants Over Time

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

49250199920122024YearValue
49Latest 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
2024149$6,743,451$699,435$14,274iApproximate average salary by contribution assumption: employee only about $356,855 at 4% or $237,903 at 6%; with 50% employer match about $237,903 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,952 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-49$6,743,451$699,435$14,274iApproximate average salary by contribution assumption: employee only about $356,855 at 4% or $237,903 at 6%; with 50% employer match about $237,903 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,952 at 6%.
2023142$5,267,511$622,767$14,828iApproximate average salary by contribution assumption: employee only about $370,695 at 4% or $247,130 at 6%; with 50% employer match about $247,130 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,565 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-42$5,267,511$622,767$14,828iApproximate average salary by contribution assumption: employee only about $370,695 at 4% or $247,130 at 6%; with 50% employer match about $247,130 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,565 at 6%.
2022140$3,887,783$569,064$14,227iApproximate average salary by contribution assumption: employee only about $355,665 at 4% or $237,110 at 6%; with 50% employer match about $237,110 at 4% or $158,073 at 6%; with 100% employer match about $177,833 at 4% or $118,555 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-40$3,887,783$569,064$14,227iApproximate average salary by contribution assumption: employee only about $355,665 at 4% or $237,110 at 6%; with 50% employer match about $237,110 at 4% or $158,073 at 6%; with 100% employer match about $177,833 at 4% or $118,555 at 6%.
2021138$4,303,232$454,378$11,957iApproximate average salary by contribution assumption: employee only about $298,933 at 4% or $199,289 at 6%; with 50% employer match about $199,289 at 4% or $132,859 at 6%; with 100% employer match about $149,466 at 4% or $99,644 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-38$4,303,232$454,378$11,957iApproximate average salary by contribution assumption: employee only about $298,933 at 4% or $199,289 at 6%; with 50% employer match about $199,289 at 4% or $132,859 at 6%; with 100% employer match about $149,466 at 4% or $99,644 at 6%.
2020138$3,511,238$310,479$8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-38$3,511,238$310,479$8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%.
2019138$2,685,204$198,865$5,233iApproximate average salary by contribution assumption: employee only about $130,832 at 4% or $87,221 at 6%; with 50% employer match about $87,221 at 4% or $58,148 at 6%; with 100% employer match about $65,416 at 4% or $43,611 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-38$2,685,204$198,865$5,233iApproximate average salary by contribution assumption: employee only about $130,832 at 4% or $87,221 at 6%; with 50% employer match about $87,221 at 4% or $58,148 at 6%; with 100% employer match about $65,416 at 4% or $43,611 at 6%.
2018139$2,113,459$211,672$5,427iApproximate average salary by contribution assumption: employee only about $135,687 at 4% or $90,458 at 6%; with 50% employer match about $90,458 at 4% or $60,305 at 6%; with 100% employer match about $67,844 at 4% or $45,229 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-39$2,113,459$211,672$5,427iApproximate average salary by contribution assumption: employee only about $135,687 at 4% or $90,458 at 6%; with 50% employer match about $90,458 at 4% or $60,305 at 6%; with 100% employer match about $67,844 at 4% or $45,229 at 6%.
2017139$2,094,788$145,684$3,735iApproximate average salary by contribution assumption: employee only about $93,387 at 4% or $62,258 at 6%; with 50% employer match about $62,258 at 4% or $41,505 at 6%; with 100% employer match about $46,694 at 4% or $31,129 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-39$2,094,788$145,684$3,735iApproximate average salary by contribution assumption: employee only about $93,387 at 4% or $62,258 at 6%; with 50% employer match about $62,258 at 4% or $41,505 at 6%; with 100% employer match about $46,694 at 4% or $31,129 at 6%.
2016137$1,735,036$103,389$2,794iApproximate average salary by contribution assumption: employee only about $69,857 at 4% or $46,572 at 6%; with 50% employer match about $46,572 at 4% or $31,048 at 6%; with 100% employer match about $34,929 at 4% or $23,286 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-37$1,735,036$103,389$2,794iApproximate average salary by contribution assumption: employee only about $69,857 at 4% or $46,572 at 6%; with 50% employer match about $46,572 at 4% or $31,048 at 6%; with 100% employer match about $34,929 at 4% or $23,286 at 6%.
2015137$1,751,626$72,982$1,972iApproximate average salary by contribution assumption: employee only about $49,312 at 4% or $32,875 at 6%; with 50% employer match about $32,875 at 4% or $21,917 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-37$1,751,626$72,982$1,972iApproximate average salary by contribution assumption: employee only about $49,312 at 4% or $32,875 at 6%; with 50% employer match about $32,875 at 4% or $21,917 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%.
2014138$1,708,090$182,301$4,797iApproximate average salary by contribution assumption: employee only about $119,935 at 4% or $79,957 at 6%; with 50% employer match about $79,957 at 4% or $53,304 at 6%; with 100% employer match about $59,967 at 4% or $39,978 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-38$1,708,090$182,301$4,797iApproximate average salary by contribution assumption: employee only about $119,935 at 4% or $79,957 at 6%; with 50% employer match about $79,957 at 4% or $53,304 at 6%; with 100% employer match about $59,967 at 4% or $39,978 at 6%.
2013138$1,705,814$174,828$4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-38$1,705,814$174,828$4,601iApproximate average salary by contribution assumption: employee only about $115,018 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,339 at 6%.
2012137$1,378,904$198,718$5,371iApproximate average salary by contribution assumption: employee only about $134,269 at 4% or $89,513 at 6%; with 50% employer match about $89,513 at 4% or $59,675 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-37$1,378,904$198,718$5,371iApproximate average salary by contribution assumption: employee only about $134,269 at 4% or $89,513 at 6%; with 50% employer match about $89,513 at 4% or $59,675 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
2011129$1,096,024$172,857$5,961iApproximate average salary by contribution assumption: employee only about $149,015 at 4% or $99,343 at 6%; with 50% employer match about $99,343 at 4% or $66,229 at 6%; with 100% employer match about $74,507 at 4% or $49,672 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-29$1,096,024$172,857$5,961iApproximate average salary by contribution assumption: employee only about $149,015 at 4% or $99,343 at 6%; with 50% employer match about $99,343 at 4% or $66,229 at 6%; with 100% employer match about $74,507 at 4% or $49,672 at 6%.
2010128$974,642$53,684$1,917iApproximate average salary by contribution assumption: employee only about $47,932 at 4% or $31,955 at 6%; with 50% employer match about $31,955 at 4% or $21,303 at 6%; with 100% employer match about $23,966 at 4% or $15,977 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-28$974,642$53,684$1,917iApproximate average salary by contribution assumption: employee only about $47,932 at 4% or $31,955 at 6%; with 50% employer match about $31,955 at 4% or $21,303 at 6%; with 100% employer match about $23,966 at 4% or $15,977 at 6%.
2009127$867,572$28,106$1,041iApproximate average salary by contribution assumption: employee only about $26,024 at 4% or $17,349 at 6%; with 50% employer match about $17,349 at 4% or $11,566 at 6%; with 100% employer match about $13,012 at 4% or $8,675 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-27$867,572$28,106$1,041iApproximate average salary by contribution assumption: employee only about $26,024 at 4% or $17,349 at 6%; with 50% employer match about $17,349 at 4% or $11,566 at 6%; with 100% employer match about $13,012 at 4% or $8,675 at 6%.
2008115$730,306$30,012$2,001iApproximate average salary by contribution assumption: employee only about $50,020 at 4% or $33,347 at 6%; with 50% employer match about $33,347 at 4% or $22,231 at 6%; with 100% employer match about $25,010 at 4% or $16,673 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-15$730,306$30,012$2,001iApproximate average salary by contribution assumption: employee only about $50,020 at 4% or $33,347 at 6%; with 50% employer match about $33,347 at 4% or $22,231 at 6%; with 100% employer match about $25,010 at 4% or $16,673 at 6%.
2007117$1,063,287$34,040$2,002iApproximate average salary by contribution assumption: employee only about $50,059 at 4% or $33,373 at 6%; with 50% employer match about $33,373 at 4% or $22,248 at 6%; with 100% employer match about $25,029 at 4% or $16,686 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-17$1,063,287$34,040$2,002iApproximate average salary by contribution assumption: employee only about $50,059 at 4% or $33,373 at 6%; with 50% employer match about $33,373 at 4% or $22,248 at 6%; with 100% employer match about $25,029 at 4% or $16,686 at 6%.
2006127$1,019,416$51,340$1,901iApproximate average salary by contribution assumption: employee only about $47,537 at 4% or $31,691 at 6%; with 50% employer match about $31,691 at 4% or $21,128 at 6%; with 100% employer match about $23,769 at 4% or $15,846 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-27$1,019,416$51,340$1,901iApproximate average salary by contribution assumption: employee only about $47,537 at 4% or $31,691 at 6%; with 50% employer match about $31,691 at 4% or $21,128 at 6%; with 100% employer match about $23,769 at 4% or $15,846 at 6%.
2005132$1,070,235$84,868$2,652iApproximate average salary by contribution assumption: employee only about $66,303 at 4% or $44,202 at 6%; with 50% employer match about $44,202 at 4% or $29,468 at 6%; with 100% employer match about $33,152 at 4% or $22,101 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-32$1,070,235$84,868$2,652iApproximate average salary by contribution assumption: employee only about $66,303 at 4% or $44,202 at 6%; with 50% employer match about $44,202 at 4% or $29,468 at 6%; with 100% employer match about $33,152 at 4% or $22,101 at 6%.
2004141$1,096,727$79,513$1,939iApproximate average salary by contribution assumption: employee only about $48,484 at 4% or $32,322 at 6%; with 50% employer match about $32,322 at 4% or $21,548 at 6%; with 100% employer match about $24,242 at 4% or $16,161 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-41$1,096,727$79,513$1,939iApproximate average salary by contribution assumption: employee only about $48,484 at 4% or $32,322 at 6%; with 50% employer match about $32,322 at 4% or $21,548 at 6%; with 100% employer match about $24,242 at 4% or $16,161 at 6%.
2003143$974,520$135,180$3,144iApproximate average salary by contribution assumption: employee only about $78,593 at 4% or $52,395 at 6%; with 50% employer match about $52,395 at 4% or $34,930 at 6%; with 100% employer match about $39,297 at 4% or $26,198 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-43$974,520$135,180$3,144iApproximate average salary by contribution assumption: employee only about $78,593 at 4% or $52,395 at 6%; with 50% employer match about $52,395 at 4% or $34,930 at 6%; with 100% employer match about $39,297 at 4% or $26,198 at 6%.
2002146$775,355$121,939$2,651iApproximate average salary by contribution assumption: employee only about $66,271 at 4% or $44,181 at 6%; with 50% employer match about $44,181 at 4% or $29,454 at 6%; with 100% employer match about $33,136 at 4% or $22,090 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-46$775,355$121,939$2,651iApproximate average salary by contribution assumption: employee only about $66,271 at 4% or $44,181 at 6%; with 50% employer match about $44,181 at 4% or $29,454 at 6%; with 100% employer match about $33,136 at 4% or $22,090 at 6%.
2001143$0$0-
Tappe and Associates Inc. 401 K Retirement Plan-43---
1999144$739,030$167,169$3,799iApproximate average salary by contribution assumption: employee only about $94,982 at 4% or $63,322 at 6%; with 50% employer match about $63,322 at 4% or $42,214 at 6%; with 100% employer match about $47,491 at 4% or $31,661 at 6%.
Tappe and Associates Inc. 401 K Retirement Plan-44$739,030$167,169$3,799iApproximate average salary by contribution assumption: employee only about $94,982 at 4% or $63,322 at 6%; with 50% employer match about $63,322 at 4% or $42,214 at 6%; with 100% employer match about $47,491 at 4% or $31,661 at 6%.