Abbot Financial Management Inc.
Plan context: Abbot Financial Management Safe Harbor 401(K) Plan
EIN 04-2795076 • Andover, MA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,378,205
2024 Contributions
$179,400
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $2,378,205 | $179,400 | $44,850iApproximate average salary by contribution assumption: employee only about $1,121,250 at 4% or $747,500 at 6%; with 50% employer match about $747,500 at 4% or $498,333 at 6%; with 100% employer match about $560,625 at 4% or $373,750 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $2,378,205 | $179,400 | $44,850iApproximate average salary by contribution assumption: employee only about $1,121,250 at 4% or $747,500 at 6%; with 50% employer match about $747,500 at 4% or $498,333 at 6%; with 100% employer match about $560,625 at 4% or $373,750 at 6%. |
| 2023 | 1 | 4 | $1,960,271 | $159,975 | $39,994iApproximate average salary by contribution assumption: employee only about $999,844 at 4% or $666,563 at 6%; with 50% employer match about $666,563 at 4% or $444,375 at 6%; with 100% employer match about $499,922 at 4% or $333,281 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $1,960,271 | $159,975 | $39,994iApproximate average salary by contribution assumption: employee only about $999,844 at 4% or $666,563 at 6%; with 50% employer match about $666,563 at 4% or $444,375 at 6%; with 100% employer match about $499,922 at 4% or $333,281 at 6%. |
| 2022 | 1 | 4 | $2,674,155 | $151,071 | $37,768iApproximate average salary by contribution assumption: employee only about $944,194 at 4% or $629,463 at 6%; with 50% employer match about $629,463 at 4% or $419,642 at 6%; with 100% employer match about $472,097 at 4% or $314,731 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $2,674,155 | $151,071 | $37,768iApproximate average salary by contribution assumption: employee only about $944,194 at 4% or $629,463 at 6%; with 50% employer match about $629,463 at 4% or $419,642 at 6%; with 100% employer match about $472,097 at 4% or $314,731 at 6%. |
| 2021 | 1 | 5 | $3,162,528 | $144,204 | $28,841iApproximate average salary by contribution assumption: employee only about $721,020 at 4% or $480,680 at 6%; with 50% employer match about $480,680 at 4% or $320,453 at 6%; with 100% employer match about $360,510 at 4% or $240,340 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 5 | $3,162,528 | $144,204 | $28,841iApproximate average salary by contribution assumption: employee only about $721,020 at 4% or $480,680 at 6%; with 50% employer match about $480,680 at 4% or $320,453 at 6%; with 100% employer match about $360,510 at 4% or $240,340 at 6%. |
| 2020 | 1 | 5 | $3,685,118 | $195,550 | $39,110iApproximate average salary by contribution assumption: employee only about $977,750 at 4% or $651,833 at 6%; with 50% employer match about $651,833 at 4% or $434,556 at 6%; with 100% employer match about $488,875 at 4% or $325,917 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 5 | $3,685,118 | $195,550 | $39,110iApproximate average salary by contribution assumption: employee only about $977,750 at 4% or $651,833 at 6%; with 50% employer match about $651,833 at 4% or $434,556 at 6%; with 100% employer match about $488,875 at 4% or $325,917 at 6%. |
| 2019 | 1 | 5 | $2,673,082 | $167,150 | $33,430iApproximate average salary by contribution assumption: employee only about $835,750 at 4% or $557,167 at 6%; with 50% employer match about $557,167 at 4% or $371,444 at 6%; with 100% employer match about $417,875 at 4% or $278,583 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 5 | $2,673,082 | $167,150 | $33,430iApproximate average salary by contribution assumption: employee only about $835,750 at 4% or $557,167 at 6%; with 50% employer match about $557,167 at 4% or $371,444 at 6%; with 100% employer match about $417,875 at 4% or $278,583 at 6%. |
| 2018 | 1 | 4 | $2,510,372 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $2,510,372 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2017 | 1 | 4 | $2,364,640 | $178,000 | $44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $2,364,640 | $178,000 | $44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%. |
| 2016 | 1 | 4 | $2,171,602 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $2,171,602 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2015 | 1 | 4 | $1,782,108 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $1,782,108 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2014 | 1 | 4 | $1,659,958 | $160,950 | $40,238iApproximate average salary by contribution assumption: employee only about $1,005,938 at 4% or $670,625 at 6%; with 50% employer match about $670,625 at 4% or $447,083 at 6%; with 100% employer match about $502,969 at 4% or $335,313 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $1,659,958 | $160,950 | $40,238iApproximate average salary by contribution assumption: employee only about $1,005,938 at 4% or $670,625 at 6%; with 50% employer match about $670,625 at 4% or $447,083 at 6%; with 100% employer match about $502,969 at 4% or $335,313 at 6%. |
| 2013 | 1 | 4 | $1,497,591 | $145,700 | $36,425iApproximate average salary by contribution assumption: employee only about $910,625 at 4% or $607,083 at 6%; with 50% employer match about $607,083 at 4% or $404,722 at 6%; with 100% employer match about $455,313 at 4% or $303,542 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $1,497,591 | $145,700 | $36,425iApproximate average salary by contribution assumption: employee only about $910,625 at 4% or $607,083 at 6%; with 50% employer match about $607,083 at 4% or $404,722 at 6%; with 100% employer match about $455,313 at 4% or $303,542 at 6%. |
| 2012 | 1 | 4 | $1,111,791 | $120,025 | $30,006iApproximate average salary by contribution assumption: employee only about $750,156 at 4% or $500,104 at 6%; with 50% employer match about $500,104 at 4% or $333,403 at 6%; with 100% employer match about $375,078 at 4% or $250,052 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $1,111,791 | $120,025 | $30,006iApproximate average salary by contribution assumption: employee only about $750,156 at 4% or $500,104 at 6%; with 50% employer match about $500,104 at 4% or $333,403 at 6%; with 100% employer match about $375,078 at 4% or $250,052 at 6%. |
| 2011 | 1 | 4 | $833,069 | $111,100 | $27,775iApproximate average salary by contribution assumption: employee only about $694,375 at 4% or $462,917 at 6%; with 50% employer match about $462,917 at 4% or $308,611 at 6%; with 100% employer match about $347,188 at 4% or $231,458 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $833,069 | $111,100 | $27,775iApproximate average salary by contribution assumption: employee only about $694,375 at 4% or $462,917 at 6%; with 50% employer match about $462,917 at 4% or $308,611 at 6%; with 100% employer match about $347,188 at 4% or $231,458 at 6%. |
| 2010 | 1 | 4 | $999,841 | $109,075 | $27,269iApproximate average salary by contribution assumption: employee only about $681,719 at 4% or $454,479 at 6%; with 50% employer match about $454,479 at 4% or $302,986 at 6%; with 100% employer match about $340,859 at 4% or $227,240 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $999,841 | $109,075 | $27,269iApproximate average salary by contribution assumption: employee only about $681,719 at 4% or $454,479 at 6%; with 50% employer match about $454,479 at 4% or $302,986 at 6%; with 100% employer match about $340,859 at 4% or $227,240 at 6%. |
| 2009 | 1 | 4 | $727,233 | $91,265 | $22,816iApproximate average salary by contribution assumption: employee only about $570,406 at 4% or $380,271 at 6%; with 50% employer match about $380,271 at 4% or $253,514 at 6%; with 100% employer match about $285,203 at 4% or $190,135 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $727,233 | $91,265 | $22,816iApproximate average salary by contribution assumption: employee only about $570,406 at 4% or $380,271 at 6%; with 50% employer match about $380,271 at 4% or $253,514 at 6%; with 100% employer match about $285,203 at 4% or $190,135 at 6%. |
| 2008 | 1 | 4 | $552,318 | $66,608 | $16,652iApproximate average salary by contribution assumption: employee only about $416,300 at 4% or $277,533 at 6%; with 50% employer match about $277,533 at 4% or $185,022 at 6%; with 100% employer match about $208,150 at 4% or $138,767 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $552,318 | $66,608 | $16,652iApproximate average salary by contribution assumption: employee only about $416,300 at 4% or $277,533 at 6%; with 50% employer match about $277,533 at 4% or $185,022 at 6%; with 100% employer match about $208,150 at 4% or $138,767 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $723,232 | $114,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $723,232 | $114,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| 2005 | 1 | 4 | $506,775 | $106,950 | $26,738iApproximate average salary by contribution assumption: employee only about $668,438 at 4% or $445,625 at 6%; with 50% employer match about $445,625 at 4% or $297,083 at 6%; with 100% employer match about $334,219 at 4% or $222,813 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $506,775 | $106,950 | $26,738iApproximate average salary by contribution assumption: employee only about $668,438 at 4% or $445,625 at 6%; with 50% employer match about $445,625 at 4% or $297,083 at 6%; with 100% employer match about $334,219 at 4% or $222,813 at 6%. |
| 2004 | 1 | 4 | $367,589 | $95,400 | $23,850iApproximate average salary by contribution assumption: employee only about $596,250 at 4% or $397,500 at 6%; with 50% employer match about $397,500 at 4% or $265,000 at 6%; with 100% employer match about $298,125 at 4% or $198,750 at 6%. |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | $367,589 | $95,400 | $23,850iApproximate average salary by contribution assumption: employee only about $596,250 at 4% or $397,500 at 6%; with 50% employer match about $397,500 at 4% or $265,000 at 6%; with 100% employer match about $298,125 at 4% or $198,750 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 4 | - | - | - |
| 2000 | 1 | 0 | $564,888 | $0 | - |
| Abbot Financial Management Safe Harbor 401(K) Plan | - | 0 | $564,888 | - | - |