Civic Intelligence

Advisory Group Equity Services Ltd

Plan context: Advisory Group Equity Services Ltd. Pension Plan

EIN 04-2830039 • Woburn, MA • 13 filings • 3 plans

444 Washington Street, 407Woburn, MA 01801
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$589,566

2024 Contributions

$97,379

Historical Graphs

Total Assets Over Time

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

$1,010,099$505,050$0199920202024YearValue
$589,566Latest year 2024

Participants Over Time

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

1580199920212024YearValue
11Latest 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
2024111$589,566$97,379$8,853iApproximate average salary by contribution assumption: employee only about $221,316 at 4% or $147,544 at 6%; with 50% employer match about $147,544 at 4% or $98,363 at 6%; with 100% employer match about $110,658 at 4% or $73,772 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-11$589,566$97,379$8,853iApproximate average salary by contribution assumption: employee only about $221,316 at 4% or $147,544 at 6%; with 50% employer match about $147,544 at 4% or $98,363 at 6%; with 100% employer match about $110,658 at 4% or $73,772 at 6%.
2023111$504,396$143,689$13,063iApproximate average salary by contribution assumption: employee only about $326,566 at 4% or $217,711 at 6%; with 50% employer match about $217,711 at 4% or $145,140 at 6%; with 100% employer match about $163,283 at 4% or $108,855 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-11$504,396$143,689$13,063iApproximate average salary by contribution assumption: employee only about $326,566 at 4% or $217,711 at 6%; with 50% employer match about $217,711 at 4% or $145,140 at 6%; with 100% employer match about $163,283 at 4% or $108,855 at 6%.
2022115$427,496$118,929$7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-15$427,496$118,929$7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%.
2021112$389,720$131,127$10,927iApproximate average salary by contribution assumption: employee only about $273,181 at 4% or $182,121 at 6%; with 50% employer match about $182,121 at 4% or $121,414 at 6%; with 100% employer match about $136,591 at 4% or $91,060 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-12$389,720$131,127$10,927iApproximate average salary by contribution assumption: employee only about $273,181 at 4% or $182,121 at 6%; with 50% employer match about $182,121 at 4% or $121,414 at 6%; with 100% employer match about $136,591 at 4% or $91,060 at 6%.
202010$232,139$88,151-
Advisory Group Equity Services Ltd. Pension Plan-0$232,139$88,151-
201917$132,990$69,278$9,897iApproximate average salary by contribution assumption: employee only about $247,421 at 4% or $164,948 at 6%; with 50% employer match about $164,948 at 4% or $109,965 at 6%; with 100% employer match about $123,711 at 4% or $82,474 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-7$132,990$69,278$9,897iApproximate average salary by contribution assumption: employee only about $247,421 at 4% or $164,948 at 6%; with 50% employer match about $164,948 at 4% or $109,965 at 6%; with 100% employer match about $123,711 at 4% or $82,474 at 6%.
201810$52,454$56,340-
Advisory Group Equity Services Ltd. Pension Plan-0$52,454$56,340-
200220$0$0-
Advisory Group Equity Services Ltd. Profit Sharing Plan-0---
Advisory Group Equity Services Ltd. Pension Plan-0---
200025$728,097$42,413$8,483iApproximate average salary by contribution assumption: employee only about $212,065 at 4% or $141,377 at 6%; with 50% employer match about $141,377 at 4% or $94,251 at 6%; with 100% employer match about $106,033 at 4% or $70,688 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-5$469,987$42,413$8,483iApproximate average salary by contribution assumption: employee only about $212,065 at 4% or $141,377 at 6%; with 50% employer match about $141,377 at 4% or $94,251 at 6%; with 100% employer match about $106,033 at 4% or $70,688 at 6%.
Advisory Group Equity Services Ltd. Profit Sharing Plan-5$258,110--
199925$1,010,099$76,328$15,266iApproximate average salary by contribution assumption: employee only about $381,640 at 4% or $254,427 at 6%; with 50% employer match about $254,427 at 4% or $169,618 at 6%; with 100% employer match about $190,820 at 4% or $127,213 at 6%.
Advisory Group Equity Services Ltd. Pension Plan-5$627,604$40,708$8,142iApproximate average salary by contribution assumption: employee only about $203,540 at 4% or $135,693 at 6%; with 50% employer match about $135,693 at 4% or $90,462 at 6%; with 100% employer match about $101,770 at 4% or $67,847 at 6%.
Advisory Group Equity Services Ltd. Profit Sharing Plan-5$382,495$35,620$7,124iApproximate average salary by contribution assumption: employee only about $178,100 at 4% or $118,733 at 6%; with 50% employer match about $118,733 at 4% or $79,156 at 6%; with 100% employer match about $89,050 at 4% or $59,367 at 6%.