Blackwell & Associates Inc.
Plan context: Blackwell & Associates Inc. 401 K Retirement Plan
EIN 04-2830724 • Nantucket, MA • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,976,324
2024 Contributions
$54,292
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 | 14 | $1,976,324 | $54,292 | $3,878iApproximate average salary by contribution assumption: employee only about $96,950 at 4% or $64,633 at 6%; with 50% employer match about $64,633 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 14 | $1,976,324 | $54,292 | $3,878iApproximate average salary by contribution assumption: employee only about $96,950 at 4% or $64,633 at 6%; with 50% employer match about $64,633 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%. |
| 2023 | 1 | 12 | $1,695,672 | $54,180 | $4,515iApproximate average salary by contribution assumption: employee only about $112,875 at 4% or $75,250 at 6%; with 50% employer match about $75,250 at 4% or $50,167 at 6%; with 100% employer match about $56,438 at 4% or $37,625 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 12 | $1,695,672 | $54,180 | $4,515iApproximate average salary by contribution assumption: employee only about $112,875 at 4% or $75,250 at 6%; with 50% employer match about $75,250 at 4% or $50,167 at 6%; with 100% employer match about $56,438 at 4% or $37,625 at 6%. |
| 2022 | 1 | 12 | $1,545,378 | $81,813 | $6,818iApproximate average salary by contribution assumption: employee only about $170,444 at 4% or $113,629 at 6%; with 50% employer match about $113,629 at 4% or $75,753 at 6%; with 100% employer match about $85,222 at 4% or $56,815 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 12 | $1,545,378 | $81,813 | $6,818iApproximate average salary by contribution assumption: employee only about $170,444 at 4% or $113,629 at 6%; with 50% employer match about $113,629 at 4% or $75,753 at 6%; with 100% employer match about $85,222 at 4% or $56,815 at 6%. |
| 2021 | 1 | 11 | $1,858,430 | $84,114 | $7,647iApproximate average salary by contribution assumption: employee only about $191,168 at 4% or $127,445 at 6%; with 50% employer match about $127,445 at 4% or $84,964 at 6%; with 100% employer match about $95,584 at 4% or $63,723 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 11 | $1,858,430 | $84,114 | $7,647iApproximate average salary by contribution assumption: employee only about $191,168 at 4% or $127,445 at 6%; with 50% employer match about $127,445 at 4% or $84,964 at 6%; with 100% employer match about $95,584 at 4% or $63,723 at 6%. |
| 2020 | 1 | 10 | $1,557,547 | $70,683 | $7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $1,557,547 | $70,683 | $7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,805 at 6%; with 50% employer match about $117,805 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%. |
| 2019 | 1 | 10 | $1,473,546 | $87,100 | $8,710iApproximate average salary by contribution assumption: employee only about $217,750 at 4% or $145,167 at 6%; with 50% employer match about $145,167 at 4% or $96,778 at 6%; with 100% employer match about $108,875 at 4% or $72,583 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $1,473,546 | $87,100 | $8,710iApproximate average salary by contribution assumption: employee only about $217,750 at 4% or $145,167 at 6%; with 50% employer match about $145,167 at 4% or $96,778 at 6%; with 100% employer match about $108,875 at 4% or $72,583 at 6%. |
| 2018 | 1 | 10 | $1,124,207 | $85,271 | $8,527iApproximate average salary by contribution assumption: employee only about $213,178 at 4% or $142,118 at 6%; with 50% employer match about $142,118 at 4% or $94,746 at 6%; with 100% employer match about $106,589 at 4% or $71,059 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $1,124,207 | $85,271 | $8,527iApproximate average salary by contribution assumption: employee only about $213,178 at 4% or $142,118 at 6%; with 50% employer match about $142,118 at 4% or $94,746 at 6%; with 100% employer match about $106,589 at 4% or $71,059 at 6%. |
| 2017 | 1 | 10 | $1,134,626 | $70,262 | $7,026iApproximate average salary by contribution assumption: employee only about $175,655 at 4% or $117,103 at 6%; with 50% employer match about $117,103 at 4% or $78,069 at 6%; with 100% employer match about $87,828 at 4% or $58,552 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $1,134,626 | $70,262 | $7,026iApproximate average salary by contribution assumption: employee only about $175,655 at 4% or $117,103 at 6%; with 50% employer match about $117,103 at 4% or $78,069 at 6%; with 100% employer match about $87,828 at 4% or $58,552 at 6%. |
| 2016 | 1 | 10 | $848,681 | $69,491 | $6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,818 at 6%; with 50% employer match about $115,818 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $848,681 | $69,491 | $6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,818 at 6%; with 50% employer match about $115,818 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%. |
| 2015 | 1 | 9 | $738,932 | $80,755 | $8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,698 at 6%; with 100% employer match about $112,160 at 4% or $74,773 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 9 | $738,932 | $80,755 | $8,973iApproximate average salary by contribution assumption: employee only about $224,319 at 4% or $149,546 at 6%; with 50% employer match about $149,546 at 4% or $99,698 at 6%; with 100% employer match about $112,160 at 4% or $74,773 at 6%. |
| 2014 | 1 | 10 | $862,179 | $73,188 | $7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 10 | $862,179 | $73,188 | $7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%. |
| 2013 | 1 | 8 | $746,892 | $63,738 | $7,967iApproximate average salary by contribution assumption: employee only about $199,181 at 4% or $132,788 at 6%; with 50% employer match about $132,788 at 4% or $88,525 at 6%; with 100% employer match about $99,591 at 4% or $66,394 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $746,892 | $63,738 | $7,967iApproximate average salary by contribution assumption: employee only about $199,181 at 4% or $132,788 at 6%; with 50% employer match about $132,788 at 4% or $88,525 at 6%; with 100% employer match about $99,591 at 4% or $66,394 at 6%. |
| 2012 | 1 | 9 | $571,784 | $70,327 | $7,814iApproximate average salary by contribution assumption: employee only about $195,353 at 4% or $130,235 at 6%; with 50% employer match about $130,235 at 4% or $86,823 at 6%; with 100% employer match about $97,676 at 4% or $65,118 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 9 | $571,784 | $70,327 | $7,814iApproximate average salary by contribution assumption: employee only about $195,353 at 4% or $130,235 at 6%; with 50% employer match about $130,235 at 4% or $86,823 at 6%; with 100% employer match about $97,676 at 4% or $65,118 at 6%. |
| 2011 | 1 | 8 | $422,902 | $62,575 | $7,822iApproximate average salary by contribution assumption: employee only about $195,547 at 4% or $130,365 at 6%; with 50% employer match about $130,365 at 4% or $86,910 at 6%; with 100% employer match about $97,773 at 4% or $65,182 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $422,902 | $62,575 | $7,822iApproximate average salary by contribution assumption: employee only about $195,547 at 4% or $130,365 at 6%; with 50% employer match about $130,365 at 4% or $86,910 at 6%; with 100% employer match about $97,773 at 4% or $65,182 at 6%. |
| 2010 | 1 | 7 | $392,409 | $62,582 | $8,940iApproximate average salary by contribution assumption: employee only about $223,507 at 4% or $149,005 at 6%; with 50% employer match about $149,005 at 4% or $99,337 at 6%; with 100% employer match about $111,754 at 4% or $74,502 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 7 | $392,409 | $62,582 | $8,940iApproximate average salary by contribution assumption: employee only about $223,507 at 4% or $149,005 at 6%; with 50% employer match about $149,005 at 4% or $99,337 at 6%; with 100% employer match about $111,754 at 4% or $74,502 at 6%. |
| 2009 | 1 | 8 | $294,290 | $61,952 | $7,744iApproximate average salary by contribution assumption: employee only about $193,600 at 4% or $129,067 at 6%; with 50% employer match about $129,067 at 4% or $86,044 at 6%; with 100% employer match about $96,800 at 4% or $64,533 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $294,290 | $61,952 | $7,744iApproximate average salary by contribution assumption: employee only about $193,600 at 4% or $129,067 at 6%; with 50% employer match about $129,067 at 4% or $86,044 at 6%; with 100% employer match about $96,800 at 4% or $64,533 at 6%. |
| 2008 | 1 | 8 | $177,664 | $70,034 | $8,754iApproximate average salary by contribution assumption: employee only about $218,856 at 4% or $145,904 at 6%; with 50% employer match about $145,904 at 4% or $97,269 at 6%; with 100% employer match about $109,428 at 4% or $72,952 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $177,664 | $70,034 | $8,754iApproximate average salary by contribution assumption: employee only about $218,856 at 4% or $145,904 at 6%; with 50% employer match about $145,904 at 4% or $97,269 at 6%; with 100% employer match about $109,428 at 4% or $72,952 at 6%. |
| 2007 | 1 | 8 | $222,953 | $96,381 | $12,048iApproximate average salary by contribution assumption: employee only about $301,191 at 4% or $200,794 at 6%; with 50% employer match about $200,794 at 4% or $133,863 at 6%; with 100% employer match about $150,595 at 4% or $100,397 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $222,953 | $96,381 | $12,048iApproximate average salary by contribution assumption: employee only about $301,191 at 4% or $200,794 at 6%; with 50% employer match about $200,794 at 4% or $133,863 at 6%; with 100% employer match about $150,595 at 4% or $100,397 at 6%. |
| 2006 | 1 | 8 | $107,270 | $79,732 | $9,967iApproximate average salary by contribution assumption: employee only about $249,163 at 4% or $166,108 at 6%; with 50% employer match about $166,108 at 4% or $110,739 at 6%; with 100% employer match about $124,581 at 4% or $83,054 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $107,270 | $79,732 | $9,967iApproximate average salary by contribution assumption: employee only about $249,163 at 4% or $166,108 at 6%; with 50% employer match about $166,108 at 4% or $110,739 at 6%; with 100% employer match about $124,581 at 4% or $83,054 at 6%. |
| 2005 | 1 | 8 | $22,194 | $22,194 | $2,774iApproximate average salary by contribution assumption: employee only about $69,356 at 4% or $46,238 at 6%; with 50% employer match about $46,238 at 4% or $30,825 at 6%; with 100% employer match about $34,678 at 4% or $23,119 at 6%. |
| Blackwell & Associates Inc. 401 K Retirement Plan | - | 8 | $22,194 | $22,194 | $2,774iApproximate average salary by contribution assumption: employee only about $69,356 at 4% or $46,238 at 6%; with 50% employer match about $46,238 at 4% or $30,825 at 6%; with 100% employer match about $34,678 at 4% or $23,119 at 6%. |