Civic Intelligence

Northeast Planning Services Inc.

Plan context: Northeast Planning Services Inc. 401K Plan

EIN 04-2778166 • Waltham, MA • 24 filings • 1 plans

210 Bear Hill RoadWaltham, MA 02451
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,887,270

2024 Contributions

$50,771

Historical Graphs

Total Assets Over Time

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

$4,596,177$2,298,089$0200220142024YearValue
$3,887,270Latest year 2024

Participants Over Time

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

840200120132024YearValue
5Latest 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
202415$3,887,270$50,771$10,154iApproximate average salary by contribution assumption: employee only about $253,855 at 4% or $169,237 at 6%; with 50% employer match about $169,237 at 4% or $112,824 at 6%; with 100% employer match about $126,928 at 4% or $84,618 at 6%.
Northeast Planning Services Inc. 401K Plan-5$3,887,270$50,771$10,154iApproximate average salary by contribution assumption: employee only about $253,855 at 4% or $169,237 at 6%; with 50% employer match about $169,237 at 4% or $112,824 at 6%; with 100% employer match about $126,928 at 4% or $84,618 at 6%.
202315$3,902,443$49,301$9,860iApproximate average salary by contribution assumption: employee only about $246,505 at 4% or $164,337 at 6%; with 50% employer match about $164,337 at 4% or $109,558 at 6%; with 100% employer match about $123,253 at 4% or $82,168 at 6%.
Northeast Planning Services Inc. 401K Plan-5$3,902,443$49,301$9,860iApproximate average salary by contribution assumption: employee only about $246,505 at 4% or $164,337 at 6%; with 50% employer match about $164,337 at 4% or $109,558 at 6%; with 100% employer match about $123,253 at 4% or $82,168 at 6%.
202215$3,351,313$92,808$18,562iApproximate average salary by contribution assumption: employee only about $464,040 at 4% or $309,360 at 6%; with 50% employer match about $309,360 at 4% or $206,240 at 6%; with 100% employer match about $232,020 at 4% or $154,680 at 6%.
Northeast Planning Services Inc. 401K Plan-5$3,351,313$92,808$18,562iApproximate average salary by contribution assumption: employee only about $464,040 at 4% or $309,360 at 6%; with 50% employer match about $309,360 at 4% or $206,240 at 6%; with 100% employer match about $232,020 at 4% or $154,680 at 6%.
202117$4,596,177$424,846$60,692iApproximate average salary by contribution assumption: employee only about $1,517,307 at 4% or $1,011,538 at 6%; with 50% employer match about $1,011,538 at 4% or $674,359 at 6%; with 100% employer match about $758,654 at 4% or $505,769 at 6%.
Northeast Planning Services Inc. 401K Plan-7$4,596,177$424,846$60,692iApproximate average salary by contribution assumption: employee only about $1,517,307 at 4% or $1,011,538 at 6%; with 50% employer match about $1,011,538 at 4% or $674,359 at 6%; with 100% employer match about $758,654 at 4% or $505,769 at 6%.
202017$3,593,319$133,846$19,121iApproximate average salary by contribution assumption: employee only about $478,021 at 4% or $318,681 at 6%; with 50% employer match about $318,681 at 4% or $212,454 at 6%; with 100% employer match about $239,011 at 4% or $159,340 at 6%.
Northeast Planning Services Inc. 401K Plan-7$3,593,319$133,846$19,121iApproximate average salary by contribution assumption: employee only about $478,021 at 4% or $318,681 at 6%; with 50% employer match about $318,681 at 4% or $212,454 at 6%; with 100% employer match about $239,011 at 4% or $159,340 at 6%.
201917$2,963,860$135,560$19,366iApproximate average salary by contribution assumption: employee only about $484,143 at 4% or $322,762 at 6%; with 50% employer match about $322,762 at 4% or $215,175 at 6%; with 100% employer match about $242,071 at 4% or $161,381 at 6%.
Northeast Planning Services Inc. 401K Plan-7$2,963,860$135,560$19,366iApproximate average salary by contribution assumption: employee only about $484,143 at 4% or $322,762 at 6%; with 50% employer match about $322,762 at 4% or $215,175 at 6%; with 100% employer match about $242,071 at 4% or $161,381 at 6%.
201817$2,269,244$132,374$18,911iApproximate average salary by contribution assumption: employee only about $472,764 at 4% or $315,176 at 6%; with 50% employer match about $315,176 at 4% or $210,117 at 6%; with 100% employer match about $236,382 at 4% or $157,588 at 6%.
Northeast Planning Services Inc. 401K Plan-7$2,269,244$132,374$18,911iApproximate average salary by contribution assumption: employee only about $472,764 at 4% or $315,176 at 6%; with 50% employer match about $315,176 at 4% or $210,117 at 6%; with 100% employer match about $236,382 at 4% or $157,588 at 6%.
201718$2,290,377$121,032$15,129iApproximate average salary by contribution assumption: employee only about $378,225 at 4% or $252,150 at 6%; with 50% employer match about $252,150 at 4% or $168,100 at 6%; with 100% employer match about $189,113 at 4% or $126,075 at 6%.
Northeast Planning Services Inc. 401K Plan-8$2,290,377$121,032$15,129iApproximate average salary by contribution assumption: employee only about $378,225 at 4% or $252,150 at 6%; with 50% employer match about $252,150 at 4% or $168,100 at 6%; with 100% employer match about $189,113 at 4% or $126,075 at 6%.
201616$1,899,078$124,911$20,819iApproximate average salary by contribution assumption: employee only about $520,463 at 4% or $346,975 at 6%; with 50% employer match about $346,975 at 4% or $231,317 at 6%; with 100% employer match about $260,231 at 4% or $173,488 at 6%.
Northeast Planning Services Inc. 401K Plan-6$1,899,078$124,911$20,819iApproximate average salary by contribution assumption: employee only about $520,463 at 4% or $346,975 at 6%; with 50% employer match about $346,975 at 4% or $231,317 at 6%; with 100% employer match about $260,231 at 4% or $173,488 at 6%.
201516$1,713,752$148,670$24,778iApproximate average salary by contribution assumption: employee only about $619,458 at 4% or $412,972 at 6%; with 50% employer match about $412,972 at 4% or $275,315 at 6%; with 100% employer match about $309,729 at 4% or $206,486 at 6%.
Northeast Planning Services Inc. 401K Plan-6$1,713,752$148,670$24,778iApproximate average salary by contribution assumption: employee only about $619,458 at 4% or $412,972 at 6%; with 50% employer match about $412,972 at 4% or $275,315 at 6%; with 100% employer match about $309,729 at 4% or $206,486 at 6%.
201416$1,617,820$116,143$19,357iApproximate average salary by contribution assumption: employee only about $483,929 at 4% or $322,619 at 6%; with 50% employer match about $322,619 at 4% or $215,080 at 6%; with 100% employer match about $241,965 at 4% or $161,310 at 6%.
Northeast Planning Services Inc. 401K Plan-6$1,617,820$116,143$19,357iApproximate average salary by contribution assumption: employee only about $483,929 at 4% or $322,619 at 6%; with 50% employer match about $322,619 at 4% or $215,080 at 6%; with 100% employer match about $241,965 at 4% or $161,310 at 6%.
201317$1,478,910$121,415$17,345iApproximate average salary by contribution assumption: employee only about $433,625 at 4% or $289,083 at 6%; with 50% employer match about $289,083 at 4% or $192,722 at 6%; with 100% employer match about $216,813 at 4% or $144,542 at 6%.
Northeast Planning Services Inc. 401K Plan-7$1,478,910$121,415$17,345iApproximate average salary by contribution assumption: employee only about $433,625 at 4% or $289,083 at 6%; with 50% employer match about $289,083 at 4% or $192,722 at 6%; with 100% employer match about $216,813 at 4% or $144,542 at 6%.
201217$1,125,257$113,445$16,206iApproximate average salary by contribution assumption: employee only about $405,161 at 4% or $270,107 at 6%; with 50% employer match about $270,107 at 4% or $180,071 at 6%; with 100% employer match about $202,580 at 4% or $135,054 at 6%.
Northeast Planning Services Inc. 401K Plan-7$1,125,257$113,445$16,206iApproximate average salary by contribution assumption: employee only about $405,161 at 4% or $270,107 at 6%; with 50% employer match about $270,107 at 4% or $180,071 at 6%; with 100% employer match about $202,580 at 4% or $135,054 at 6%.
201117$885,039$106,200$15,171iApproximate average salary by contribution assumption: employee only about $379,286 at 4% or $252,857 at 6%; with 50% employer match about $252,857 at 4% or $168,571 at 6%; with 100% employer match about $189,643 at 4% or $126,429 at 6%.
Northeast Planning Services Inc. 401K Plan-7$885,039$106,200$15,171iApproximate average salary by contribution assumption: employee only about $379,286 at 4% or $252,857 at 6%; with 50% employer match about $252,857 at 4% or $168,571 at 6%; with 100% employer match about $189,643 at 4% or $126,429 at 6%.
201017$825,839$103,107$14,730iApproximate average salary by contribution assumption: employee only about $368,239 at 4% or $245,493 at 6%; with 50% employer match about $245,493 at 4% or $163,662 at 6%; with 100% employer match about $184,120 at 4% or $122,746 at 6%.
Northeast Planning Services Inc. 401K Plan-7$825,839$103,107$14,730iApproximate average salary by contribution assumption: employee only about $368,239 at 4% or $245,493 at 6%; with 50% employer match about $245,493 at 4% or $163,662 at 6%; with 100% employer match about $184,120 at 4% or $122,746 at 6%.
200917$617,097$145,437$20,777iApproximate average salary by contribution assumption: employee only about $519,418 at 4% or $346,279 at 6%; with 50% employer match about $346,279 at 4% or $230,852 at 6%; with 100% employer match about $259,709 at 4% or $173,139 at 6%.
Northeast Planning Services Inc. 401K Plan-7$617,097$145,437$20,777iApproximate average salary by contribution assumption: employee only about $519,418 at 4% or $346,279 at 6%; with 50% employer match about $346,279 at 4% or $230,852 at 6%; with 100% employer match about $259,709 at 4% or $173,139 at 6%.
200817$351,936$106,345$15,192iApproximate average salary by contribution assumption: employee only about $379,804 at 4% or $253,202 at 6%; with 50% employer match about $253,202 at 4% or $168,802 at 6%; with 100% employer match about $189,902 at 4% or $126,601 at 6%.
Northeast Planning Services Inc. 401K Plan-7$351,936$106,345$15,192iApproximate average salary by contribution assumption: employee only about $379,804 at 4% or $253,202 at 6%; with 50% employer match about $253,202 at 4% or $168,802 at 6%; with 100% employer match about $189,902 at 4% or $126,601 at 6%.
200717$0$0-
Northeast Planning Services Inc. 401K Plan-7---
200615$289,727$47,643$9,529iApproximate average salary by contribution assumption: employee only about $238,215 at 4% or $158,810 at 6%; with 50% employer match about $158,810 at 4% or $105,873 at 6%; with 100% employer match about $119,108 at 4% or $79,405 at 6%.
Northeast Planning Services Inc. 401K Plan-5$289,727$47,643$9,529iApproximate average salary by contribution assumption: employee only about $238,215 at 4% or $158,810 at 6%; with 50% employer match about $158,810 at 4% or $105,873 at 6%; with 100% employer match about $119,108 at 4% or $79,405 at 6%.
200515$203,103$26,883$5,377iApproximate average salary by contribution assumption: employee only about $134,415 at 4% or $89,610 at 6%; with 50% employer match about $89,610 at 4% or $59,740 at 6%; with 100% employer match about $67,208 at 4% or $44,805 at 6%.
Northeast Planning Services Inc. 401K Plan-5$203,103$26,883$5,377iApproximate average salary by contribution assumption: employee only about $134,415 at 4% or $89,610 at 6%; with 50% employer match about $89,610 at 4% or $59,740 at 6%; with 100% employer match about $67,208 at 4% or $44,805 at 6%.
200414$158,560$41,963$10,491iApproximate average salary by contribution assumption: employee only about $262,269 at 4% or $174,846 at 6%; with 50% employer match about $174,846 at 4% or $116,564 at 6%; with 100% employer match about $131,134 at 4% or $87,423 at 6%.
Northeast Planning Services Inc. 401K Plan-4$158,560$41,963$10,491iApproximate average salary by contribution assumption: employee only about $262,269 at 4% or $174,846 at 6%; with 50% employer match about $174,846 at 4% or $116,564 at 6%; with 100% employer match about $131,134 at 4% or $87,423 at 6%.
200314$107,396$49,392$12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%.
Northeast Planning Services Inc. 401K Plan-4$107,396$49,392$12,348iApproximate average salary by contribution assumption: employee only about $308,700 at 4% or $205,800 at 6%; with 50% employer match about $205,800 at 4% or $137,200 at 6%; with 100% employer match about $154,350 at 4% or $102,900 at 6%.
200215$51,240$32,965$6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%.
Northeast Planning Services Inc. 401K Plan-5$51,240$32,965$6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%.
200113$0$0-
Northeast Planning Services Inc. 401K Plan-3---