Civic Intelligence

Romaine Financial Services Inc.

Plan context: Romaine Financial Services Inc. 401(K) Profit Sharing Plan

EIN 04-2771691 • Quincy, MA • 23 filings • 5 plans

300 Crown ColonyQuincy, MA 02169
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$854,835

2023 Contributions

$73,463

Historical Graphs

Total Assets Over Time

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

$854,835$427,418$0200020142023YearValue
$854,835Latest year 2023

Participants Over Time

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

420200020132023YearValue
3Latest year 2023

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
202313$854,835$73,463$24,488iApproximate average salary by contribution assumption: employee only about $612,192 at 4% or $408,128 at 6%; with 50% employer match about $408,128 at 4% or $272,085 at 6%; with 100% employer match about $306,096 at 4% or $204,064 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$854,835$73,463$24,488iApproximate average salary by contribution assumption: employee only about $612,192 at 4% or $408,128 at 6%; with 50% employer match about $408,128 at 4% or $272,085 at 6%; with 100% employer match about $306,096 at 4% or $204,064 at 6%.
202213$655,257$76,407$25,469iApproximate average salary by contribution assumption: employee only about $636,725 at 4% or $424,483 at 6%; with 50% employer match about $424,483 at 4% or $282,989 at 6%; with 100% employer match about $318,363 at 4% or $212,242 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$655,257$76,407$25,469iApproximate average salary by contribution assumption: employee only about $636,725 at 4% or $424,483 at 6%; with 50% employer match about $424,483 at 4% or $282,989 at 6%; with 100% employer match about $318,363 at 4% or $212,242 at 6%.
202113$698,240$55,169$18,390iApproximate average salary by contribution assumption: employee only about $459,742 at 4% or $306,494 at 6%; with 50% employer match about $306,494 at 4% or $204,330 at 6%; with 100% employer match about $229,871 at 4% or $153,247 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$698,240$55,169$18,390iApproximate average salary by contribution assumption: employee only about $459,742 at 4% or $306,494 at 6%; with 50% employer match about $306,494 at 4% or $204,330 at 6%; with 100% employer match about $229,871 at 4% or $153,247 at 6%.
202013$544,327$45,775$15,258iApproximate average salary by contribution assumption: employee only about $381,458 at 4% or $254,306 at 6%; with 50% employer match about $254,306 at 4% or $169,537 at 6%; with 100% employer match about $190,729 at 4% or $127,153 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$544,327$45,775$15,258iApproximate average salary by contribution assumption: employee only about $381,458 at 4% or $254,306 at 6%; with 50% employer match about $254,306 at 4% or $169,537 at 6%; with 100% employer match about $190,729 at 4% or $127,153 at 6%.
201913$425,211$45,709$15,236iApproximate average salary by contribution assumption: employee only about $380,908 at 4% or $253,939 at 6%; with 50% employer match about $253,939 at 4% or $169,293 at 6%; with 100% employer match about $190,454 at 4% or $126,969 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$425,211$45,709$15,236iApproximate average salary by contribution assumption: employee only about $380,908 at 4% or $253,939 at 6%; with 50% employer match about $253,939 at 4% or $169,293 at 6%; with 100% employer match about $190,454 at 4% or $126,969 at 6%.
201814$311,405$41,774$10,444iApproximate average salary by contribution assumption: employee only about $261,088 at 4% or $174,058 at 6%; with 50% employer match about $174,058 at 4% or $116,039 at 6%; with 100% employer match about $130,544 at 4% or $87,029 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$311,405$41,774$10,444iApproximate average salary by contribution assumption: employee only about $261,088 at 4% or $174,058 at 6%; with 50% employer match about $174,058 at 4% or $116,039 at 6%; with 100% employer match about $130,544 at 4% or $87,029 at 6%.
201713$314,714$8,716$2,905iApproximate average salary by contribution assumption: employee only about $72,633 at 4% or $48,422 at 6%; with 50% employer match about $48,422 at 4% or $32,281 at 6%; with 100% employer match about $36,317 at 4% or $24,211 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$314,714$8,716$2,905iApproximate average salary by contribution assumption: employee only about $72,633 at 4% or $48,422 at 6%; with 50% employer match about $48,422 at 4% or $32,281 at 6%; with 100% employer match about $36,317 at 4% or $24,211 at 6%.
201613$244,212$145,053$48,351iApproximate average salary by contribution assumption: employee only about $1,208,775 at 4% or $805,850 at 6%; with 50% employer match about $805,850 at 4% or $537,233 at 6%; with 100% employer match about $604,388 at 4% or $402,925 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$244,212$145,053$48,351iApproximate average salary by contribution assumption: employee only about $1,208,775 at 4% or $805,850 at 6%; with 50% employer match about $805,850 at 4% or $537,233 at 6%; with 100% employer match about $604,388 at 4% or $402,925 at 6%.
201513$92,147$8,470$2,823iApproximate average salary by contribution assumption: employee only about $70,583 at 4% or $47,056 at 6%; with 50% employer match about $47,056 at 4% or $31,370 at 6%; with 100% employer match about $35,292 at 4% or $23,528 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$92,147$8,470$2,823iApproximate average salary by contribution assumption: employee only about $70,583 at 4% or $47,056 at 6%; with 50% employer match about $47,056 at 4% or $31,370 at 6%; with 100% employer match about $35,292 at 4% or $23,528 at 6%.
201413$177,578$6,736$2,245iApproximate average salary by contribution assumption: employee only about $56,133 at 4% or $37,422 at 6%; with 50% employer match about $37,422 at 4% or $24,948 at 6%; with 100% employer match about $28,067 at 4% or $18,711 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$177,578$6,736$2,245iApproximate average salary by contribution assumption: employee only about $56,133 at 4% or $37,422 at 6%; with 50% employer match about $37,422 at 4% or $24,948 at 6%; with 100% employer match about $28,067 at 4% or $18,711 at 6%.
201312$168,988$3,334$1,667iApproximate average salary by contribution assumption: employee only about $41,675 at 4% or $27,783 at 6%; with 50% employer match about $27,783 at 4% or $18,522 at 6%; with 100% employer match about $20,838 at 4% or $13,892 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-2$168,988$3,334$1,667iApproximate average salary by contribution assumption: employee only about $41,675 at 4% or $27,783 at 6%; with 50% employer match about $27,783 at 4% or $18,522 at 6%; with 100% employer match about $20,838 at 4% or $13,892 at 6%.
201214$217,638$3,453$863iApproximate average salary by contribution assumption: employee only about $21,581 at 4% or $14,388 at 6%; with 50% employer match about $14,388 at 4% or $9,592 at 6%; with 100% employer match about $10,791 at 4% or $7,194 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$217,638$3,453$863iApproximate average salary by contribution assumption: employee only about $21,581 at 4% or $14,388 at 6%; with 50% employer match about $14,388 at 4% or $9,592 at 6%; with 100% employer match about $10,791 at 4% or $7,194 at 6%.
201114$220,706$3,365$841iApproximate average salary by contribution assumption: employee only about $21,031 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,010 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$220,706$3,365$841iApproximate average salary by contribution assumption: employee only about $21,031 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,010 at 6%.
201014$260,265$3,365$841iApproximate average salary by contribution assumption: employee only about $21,031 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,010 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$260,265$3,365$841iApproximate average salary by contribution assumption: employee only about $21,031 at 4% or $14,021 at 6%; with 50% employer match about $14,021 at 4% or $9,347 at 6%; with 100% employer match about $10,516 at 4% or $7,010 at 6%.
200924$569,032$14,536$3,634iApproximate average salary by contribution assumption: employee only about $90,850 at 4% or $60,567 at 6%; with 50% employer match about $60,567 at 4% or $40,378 at 6%; with 100% employer match about $45,425 at 4% or $30,283 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$285,807$7,527$1,882iApproximate average salary by contribution assumption: employee only about $47,044 at 4% or $31,363 at 6%; with 50% employer match about $31,363 at 4% or $20,908 at 6%; with 100% employer match about $23,522 at 4% or $15,681 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$283,225$7,009$1,752iApproximate average salary by contribution assumption: employee only about $43,806 at 4% or $29,204 at 6%; with 50% employer match about $29,204 at 4% or $19,469 at 6%; with 100% employer match about $21,903 at 4% or $14,602 at 6%.
200814$0$0-
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4---
200714$325,569$5,296$1,324iApproximate average salary by contribution assumption: employee only about $33,100 at 4% or $22,067 at 6%; with 50% employer match about $22,067 at 4% or $14,711 at 6%; with 100% employer match about $16,550 at 4% or $11,033 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$325,569$5,296$1,324iApproximate average salary by contribution assumption: employee only about $33,100 at 4% or $22,067 at 6%; with 50% employer match about $22,067 at 4% or $14,711 at 6%; with 100% employer match about $16,550 at 4% or $11,033 at 6%.
200513$236,078$46,961$15,654iApproximate average salary by contribution assumption: employee only about $391,342 at 4% or $260,894 at 6%; with 50% employer match about $260,894 at 4% or $173,930 at 6%; with 100% employer match about $195,671 at 4% or $130,447 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$236,078$46,961$15,654iApproximate average salary by contribution assumption: employee only about $391,342 at 4% or $260,894 at 6%; with 50% employer match about $260,894 at 4% or $173,930 at 6%; with 100% employer match about $195,671 at 4% or $130,447 at 6%.
200413$200,118$59,239$19,746iApproximate average salary by contribution assumption: employee only about $493,658 at 4% or $329,106 at 6%; with 50% employer match about $329,106 at 4% or $219,404 at 6%; with 100% employer match about $246,829 at 4% or $164,553 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$200,118$59,239$19,746iApproximate average salary by contribution assumption: employee only about $493,658 at 4% or $329,106 at 6%; with 50% employer match about $329,106 at 4% or $219,404 at 6%; with 100% employer match about $246,829 at 4% or $164,553 at 6%.
200314$0$0-
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4---
200214$75,148$28,704$7,176iApproximate average salary by contribution assumption: employee only about $179,400 at 4% or $119,600 at 6%; with 50% employer match about $119,600 at 4% or $79,733 at 6%; with 100% employer match about $89,700 at 4% or $59,800 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-4$75,148$28,704$7,176iApproximate average salary by contribution assumption: employee only about $179,400 at 4% or $119,600 at 6%; with 50% employer match about $119,600 at 4% or $79,733 at 6%; with 100% employer match about $89,700 at 4% or $59,800 at 6%.
200013$45,842$52,685$17,562iApproximate average salary by contribution assumption: employee only about $439,042 at 4% or $292,694 at 6%; with 50% employer match about $292,694 at 4% or $195,130 at 6%; with 100% employer match about $219,521 at 4% or $146,347 at 6%.
Romaine Financial Services Inc. 401(K) Profit Sharing Plan-3$45,842$52,685$17,562iApproximate average salary by contribution assumption: employee only about $439,042 at 4% or $292,694 at 6%; with 50% employer match about $292,694 at 4% or $195,130 at 6%; with 100% employer match about $219,521 at 4% or $146,347 at 6%.