Applied Management Systems Inc.
Plan context: Applied Management Systems Saving & Retirement 401K Plan
EIN 04-2765550 • Burlington, MA • 25 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
20
2023 Assets
$5,136,217
2023 Contributions
$241,229
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Applied Management Systems Saving & Retirement 401K Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 20 | $5,136,217 | $241,229 | $12,061iApproximate average salary by contribution assumption: employee only about $301,536 at 4% or $201,024 at 6%; with 50% employer match about $201,024 at 4% or $134,016 at 6%; with 100% employer match about $150,768 at 4% or $100,512 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 20 | $5,136,217 | $241,229 | $12,061iApproximate average salary by contribution assumption: employee only about $301,536 at 4% or $201,024 at 6%; with 50% employer match about $201,024 at 4% or $134,016 at 6%; with 100% employer match about $150,768 at 4% or $100,512 at 6%. |
| 2021 | 1 | 23 | $8,373,374 | $284,170 | $12,355iApproximate average salary by contribution assumption: employee only about $308,880 at 4% or $205,920 at 6%; with 50% employer match about $205,920 at 4% or $137,280 at 6%; with 100% employer match about $154,440 at 4% or $102,960 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 23 | $8,373,374 | $284,170 | $12,355iApproximate average salary by contribution assumption: employee only about $308,880 at 4% or $205,920 at 6%; with 50% employer match about $205,920 at 4% or $137,280 at 6%; with 100% employer match about $154,440 at 4% or $102,960 at 6%. |
| 2020 | 1 | 27 | $8,236,896 | $390,397 | $14,459iApproximate average salary by contribution assumption: employee only about $361,479 at 4% or $240,986 at 6%; with 50% employer match about $240,986 at 4% or $160,657 at 6%; with 100% employer match about $180,739 at 4% or $120,493 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 27 | $8,236,896 | $390,397 | $14,459iApproximate average salary by contribution assumption: employee only about $361,479 at 4% or $240,986 at 6%; with 50% employer match about $240,986 at 4% or $160,657 at 6%; with 100% employer match about $180,739 at 4% or $120,493 at 6%. |
| 2019 | 1 | 28 | $7,865,734 | $449,649 | $16,059iApproximate average salary by contribution assumption: employee only about $401,472 at 4% or $267,648 at 6%; with 50% employer match about $267,648 at 4% or $178,432 at 6%; with 100% employer match about $200,736 at 4% or $133,824 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 28 | $7,865,734 | $449,649 | $16,059iApproximate average salary by contribution assumption: employee only about $401,472 at 4% or $267,648 at 6%; with 50% employer match about $267,648 at 4% or $178,432 at 6%; with 100% employer match about $200,736 at 4% or $133,824 at 6%. |
| 2018 | 1 | 27 | $6,920,782 | $515,550 | $19,094iApproximate average salary by contribution assumption: employee only about $477,361 at 4% or $318,241 at 6%; with 50% employer match about $318,241 at 4% or $212,160 at 6%; with 100% employer match about $238,681 at 4% or $159,120 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 27 | $6,920,782 | $515,550 | $19,094iApproximate average salary by contribution assumption: employee only about $477,361 at 4% or $318,241 at 6%; with 50% employer match about $318,241 at 4% or $212,160 at 6%; with 100% employer match about $238,681 at 4% or $159,120 at 6%. |
| 2017 | 1 | 34 | $10,558,131 | $1,015,520 | $29,868iApproximate average salary by contribution assumption: employee only about $746,706 at 4% or $497,804 at 6%; with 50% employer match about $497,804 at 4% or $331,869 at 6%; with 100% employer match about $373,353 at 4% or $248,902 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 34 | $10,558,131 | $1,015,520 | $29,868iApproximate average salary by contribution assumption: employee only about $746,706 at 4% or $497,804 at 6%; with 50% employer match about $497,804 at 4% or $331,869 at 6%; with 100% employer match about $373,353 at 4% or $248,902 at 6%. |
| 2016 | 1 | 35 | $10,766,142 | $690,779 | $19,737iApproximate average salary by contribution assumption: employee only about $493,414 at 4% or $328,942 at 6%; with 50% employer match about $328,942 at 4% or $219,295 at 6%; with 100% employer match about $246,707 at 4% or $164,471 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 35 | $10,766,142 | $690,779 | $19,737iApproximate average salary by contribution assumption: employee only about $493,414 at 4% or $328,942 at 6%; with 50% employer match about $328,942 at 4% or $219,295 at 6%; with 100% employer match about $246,707 at 4% or $164,471 at 6%. |
| 2015 | 1 | 38 | $9,381,609 | $643,578 | $16,936iApproximate average salary by contribution assumption: employee only about $423,407 at 4% or $282,271 at 6%; with 50% employer match about $282,271 at 4% or $188,181 at 6%; with 100% employer match about $211,703 at 4% or $141,136 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 38 | $9,381,609 | $643,578 | $16,936iApproximate average salary by contribution assumption: employee only about $423,407 at 4% or $282,271 at 6%; with 50% employer match about $282,271 at 4% or $188,181 at 6%; with 100% employer match about $211,703 at 4% or $141,136 at 6%. |
| 2014 | 1 | 38 | $9,664,598 | $658,001 | $17,316iApproximate average salary by contribution assumption: employee only about $432,895 at 4% or $288,597 at 6%; with 50% employer match about $288,597 at 4% or $192,398 at 6%; with 100% employer match about $216,448 at 4% or $144,298 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 38 | $9,664,598 | $658,001 | $17,316iApproximate average salary by contribution assumption: employee only about $432,895 at 4% or $288,597 at 6%; with 50% employer match about $288,597 at 4% or $192,398 at 6%; with 100% employer match about $216,448 at 4% or $144,298 at 6%. |
| 2013 | 1 | 39 | $9,590,048 | $689,528 | $17,680iApproximate average salary by contribution assumption: employee only about $442,005 at 4% or $294,670 at 6%; with 50% employer match about $294,670 at 4% or $196,447 at 6%; with 100% employer match about $221,003 at 4% or $147,335 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 39 | $9,590,048 | $689,528 | $17,680iApproximate average salary by contribution assumption: employee only about $442,005 at 4% or $294,670 at 6%; with 50% employer match about $294,670 at 4% or $196,447 at 6%; with 100% employer match about $221,003 at 4% or $147,335 at 6%. |
| 2012 | 1 | 38 | $7,657,778 | $629,179 | $16,557iApproximate average salary by contribution assumption: employee only about $413,934 at 4% or $275,956 at 6%; with 50% employer match about $275,956 at 4% or $183,970 at 6%; with 100% employer match about $206,967 at 4% or $137,978 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 38 | $7,657,778 | $629,179 | $16,557iApproximate average salary by contribution assumption: employee only about $413,934 at 4% or $275,956 at 6%; with 50% employer match about $275,956 at 4% or $183,970 at 6%; with 100% employer match about $206,967 at 4% or $137,978 at 6%. |
| 2011 | 1 | 41 | $6,791,022 | $613,629 | $14,967iApproximate average salary by contribution assumption: employee only about $374,164 at 4% or $249,443 at 6%; with 50% employer match about $249,443 at 4% or $166,295 at 6%; with 100% employer match about $187,082 at 4% or $124,721 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 41 | $6,791,022 | $613,629 | $14,967iApproximate average salary by contribution assumption: employee only about $374,164 at 4% or $249,443 at 6%; with 50% employer match about $249,443 at 4% or $166,295 at 6%; with 100% employer match about $187,082 at 4% or $124,721 at 6%. |
| 2010 | 1 | 44 | $6,637,958 | $606,702 | $13,789iApproximate average salary by contribution assumption: employee only about $344,717 at 4% or $229,811 at 6%; with 50% employer match about $229,811 at 4% or $153,208 at 6%; with 100% employer match about $172,359 at 4% or $114,906 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 44 | $6,637,958 | $606,702 | $13,789iApproximate average salary by contribution assumption: employee only about $344,717 at 4% or $229,811 at 6%; with 50% employer match about $229,811 at 4% or $153,208 at 6%; with 100% employer match about $172,359 at 4% or $114,906 at 6%. |
| 2009 | 1 | 47 | $5,615,740 | $658,017 | $14,000iApproximate average salary by contribution assumption: employee only about $350,009 at 4% or $233,339 at 6%; with 50% employer match about $233,339 at 4% or $155,560 at 6%; with 100% employer match about $175,005 at 4% or $116,670 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 47 | $5,615,740 | $658,017 | $14,000iApproximate average salary by contribution assumption: employee only about $350,009 at 4% or $233,339 at 6%; with 50% employer match about $233,339 at 4% or $155,560 at 6%; with 100% employer match about $175,005 at 4% or $116,670 at 6%. |
| 2008 | 1 | 43 | $4,130,934 | $688,127 | $16,003iApproximate average salary by contribution assumption: employee only about $400,074 at 4% or $266,716 at 6%; with 50% employer match about $266,716 at 4% or $177,811 at 6%; with 100% employer match about $200,037 at 4% or $133,358 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 43 | $4,130,934 | $688,127 | $16,003iApproximate average salary by contribution assumption: employee only about $400,074 at 4% or $266,716 at 6%; with 50% employer match about $266,716 at 4% or $177,811 at 6%; with 100% employer match about $200,037 at 4% or $133,358 at 6%. |
| 2007 | 1 | 40 | $6,079,356 | $2,543,086 | $63,577iApproximate average salary by contribution assumption: employee only about $1,589,429 at 4% or $1,059,619 at 6%; with 50% employer match about $1,059,619 at 4% or $706,413 at 6%; with 100% employer match about $794,714 at 4% or $529,810 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 40 | $6,079,356 | $2,543,086 | $63,577iApproximate average salary by contribution assumption: employee only about $1,589,429 at 4% or $1,059,619 at 6%; with 50% employer match about $1,059,619 at 4% or $706,413 at 6%; with 100% employer match about $794,714 at 4% or $529,810 at 6%. |
| 2006 | 1 | 43 | $0 | $0 | - |
| Applied Management Systems Saving & Retirement 401K Plan | - | 43 | - | - | - |
| 2005 | 1 | 40 | $3,614,225 | $487,178 | $12,179iApproximate average salary by contribution assumption: employee only about $304,486 at 4% or $202,991 at 6%; with 50% employer match about $202,991 at 4% or $135,327 at 6%; with 100% employer match about $152,243 at 4% or $101,495 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 40 | $3,614,225 | $487,178 | $12,179iApproximate average salary by contribution assumption: employee only about $304,486 at 4% or $202,991 at 6%; with 50% employer match about $202,991 at 4% or $135,327 at 6%; with 100% employer match about $152,243 at 4% or $101,495 at 6%. |
| 2004 | 1 | 52 | $3,170,153 | $475,742 | $9,149iApproximate average salary by contribution assumption: employee only about $228,722 at 4% or $152,481 at 6%; with 50% employer match about $152,481 at 4% or $101,654 at 6%; with 100% employer match about $114,361 at 4% or $76,241 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 52 | $3,170,153 | $475,742 | $9,149iApproximate average salary by contribution assumption: employee only about $228,722 at 4% or $152,481 at 6%; with 50% employer match about $152,481 at 4% or $101,654 at 6%; with 100% employer match about $114,361 at 4% or $76,241 at 6%. |
| 2003 | 1 | 58 | $2,573,923 | $434,188 | $7,486iApproximate average salary by contribution assumption: employee only about $187,150 at 4% or $124,767 at 6%; with 50% employer match about $124,767 at 4% or $83,178 at 6%; with 100% employer match about $93,575 at 4% or $62,383 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 58 | $2,573,923 | $434,188 | $7,486iApproximate average salary by contribution assumption: employee only about $187,150 at 4% or $124,767 at 6%; with 50% employer match about $124,767 at 4% or $83,178 at 6%; with 100% employer match about $93,575 at 4% or $62,383 at 6%. |
| 2002 | 1 | 52 | $0 | $0 | - |
| Applied Management Systems Saving & Retirement 401K Plan | - | 52 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Applied Management Systems Saving & Retirement 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 53 | $0 | $0 | - |
| Applied Management Systems Saving & Retirement 401K Plan | - | 53 | - | - | - |
| 1999 | 1 | 67 | $1,591,158 | $352,148 | $5,256iApproximate average salary by contribution assumption: employee only about $131,399 at 4% or $87,599 at 6%; with 50% employer match about $87,599 at 4% or $58,399 at 6%; with 100% employer match about $65,699 at 4% or $43,800 at 6%. |
| Applied Management Systems Saving & Retirement 401K Plan | - | 67 | $1,591,158 | $352,148 | $5,256iApproximate average salary by contribution assumption: employee only about $131,399 at 4% or $87,599 at 6%; with 50% employer match about $87,599 at 4% or $58,399 at 6%; with 100% employer match about $65,699 at 4% or $43,800 at 6%. |