Civic Intelligence

THE EFFICACY INSTITUTE, INC.

Plan context: THE EFFICACY INSTITUTE RETIREMENT PLAN

EIN 04-2864099 • Burlington, MA • 33 filings • 7 plans

View Related Profile

67 South Bedford StreetSuite 400 WestBurlington, MA 01803
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$71,525

2022 Contributions

$1,216

Historical Graphs

Total Assets Over Time

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

$724,875$362,438$0200920152021YearValue
$71,525Latest year 2021

Participants Over Time

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

1680199920142021YearValue
6Latest year 2021

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
202220$0$1,216-
The Efficacy Defined Contribution Retirement Plan-0$0$0-
THE EFFICACY INSTITUTE RETIREMENT PLAN-0$0$1,216-
202126$71,525$1,559$260iApproximate average salary by contribution assumption: employee only about $6,496 at 4% or $4,331 at 6%; with 50% employer match about $4,331 at 4% or $2,887 at 6%; with 100% employer match about $3,248 at 4% or $2,165 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-6$44,398$1,559$260iApproximate average salary by contribution assumption: employee only about $6,496 at 4% or $4,331 at 6%; with 50% employer match about $4,331 at 4% or $2,887 at 6%; with 100% employer match about $3,248 at 4% or $2,165 at 6%.
The Efficacy Defined Contribution Retirement Plan-5$27,127$0-
202026$94,962$538$90iApproximate average salary by contribution assumption: employee only about $2,242 at 4% or $1,494 at 6%; with 50% employer match about $1,494 at 4% or $996 at 6%; with 100% employer match about $1,121 at 4% or $747 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-5$50,795$538$108iApproximate average salary by contribution assumption: employee only about $2,690 at 4% or $1,793 at 6%; with 50% employer match about $1,793 at 4% or $1,196 at 6%; with 100% employer match about $1,345 at 4% or $897 at 6%.
The Efficacy Defined Contribution Retirement Plan-6$44,167$0-
201926$81,080$5,773$962iApproximate average salary by contribution assumption: employee only about $24,054 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,691 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-6$45,273$5,773$962iApproximate average salary by contribution assumption: employee only about $24,054 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,691 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%.
The Efficacy Defined Contribution Retirement Plan-6$35,807$0-
201827$143,249$4,631$662iApproximate average salary by contribution assumption: employee only about $16,539 at 4% or $11,026 at 6%; with 50% employer match about $11,026 at 4% or $7,351 at 6%; with 100% employer match about $8,270 at 4% or $5,513 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-6$78,466$3,131$522iApproximate average salary by contribution assumption: employee only about $13,046 at 4% or $8,697 at 6%; with 50% employer match about $8,697 at 4% or $5,798 at 6%; with 100% employer match about $6,523 at 4% or $4,349 at 6%.
The Efficacy Defined Contribution Retirement Plan-7$64,783$1,500$214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%.
201727$140,421$4,730$676iApproximate average salary by contribution assumption: employee only about $16,893 at 4% or $11,262 at 6%; with 50% employer match about $11,262 at 4% or $7,508 at 6%; with 100% employer match about $8,446 at 4% or $5,631 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-6$78,003$3,042$507iApproximate average salary by contribution assumption: employee only about $12,675 at 4% or $8,450 at 6%; with 50% employer match about $8,450 at 4% or $5,633 at 6%; with 100% employer match about $6,338 at 4% or $4,225 at 6%.
The Efficacy Defined Contribution Retirement Plan-7$62,418$1,688$241iApproximate average salary by contribution assumption: employee only about $6,029 at 4% or $4,019 at 6%; with 50% employer match about $4,019 at 4% or $2,679 at 6%; with 100% employer match about $3,014 at 4% or $2,010 at 6%.
2016210$139,779$2,546$255iApproximate average salary by contribution assumption: employee only about $6,365 at 4% or $4,243 at 6%; with 50% employer match about $4,243 at 4% or $2,829 at 6%; with 100% employer match about $3,183 at 4% or $2,122 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-10$77,968$1,608$161iApproximate average salary by contribution assumption: employee only about $4,020 at 4% or $2,680 at 6%; with 50% employer match about $2,680 at 4% or $1,787 at 6%; with 100% employer match about $2,010 at 4% or $1,340 at 6%.
The Efficacy Defined Contribution Retirement Plan-9$61,811$938$104iApproximate average salary by contribution assumption: employee only about $2,606 at 4% or $1,737 at 6%; with 50% employer match about $1,737 at 4% or $1,158 at 6%; with 100% employer match about $1,303 at 4% or $869 at 6%.
2015210$126,479$4,296$430iApproximate average salary by contribution assumption: employee only about $10,740 at 4% or $7,160 at 6%; with 50% employer match about $7,160 at 4% or $4,773 at 6%; with 100% employer match about $5,370 at 4% or $3,580 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-10$70,828$2,971$297iApproximate average salary by contribution assumption: employee only about $7,428 at 4% or $4,952 at 6%; with 50% employer match about $4,952 at 4% or $3,301 at 6%; with 100% employer match about $3,714 at 4% or $2,476 at 6%.
The Efficacy Defined Contribution Retirement Plan-9$55,651$1,325$147iApproximate average salary by contribution assumption: employee only about $3,681 at 4% or $2,454 at 6%; with 50% employer match about $2,454 at 4% or $1,636 at 6%; with 100% employer match about $1,840 at 4% or $1,227 at 6%.
2014211$127,143$6,276$571iApproximate average salary by contribution assumption: employee only about $14,264 at 4% or $9,509 at 6%; with 50% employer match about $9,509 at 4% or $6,339 at 6%; with 100% employer match about $7,132 at 4% or $4,755 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-11$71,266$3,505$319iApproximate average salary by contribution assumption: employee only about $7,966 at 4% or $5,311 at 6%; with 50% employer match about $5,311 at 4% or $3,540 at 6%; with 100% employer match about $3,983 at 4% or $2,655 at 6%.
The Efficacy Defined Contribution Retirement Plan-9$55,877$2,771$308iApproximate average salary by contribution assumption: employee only about $7,697 at 4% or $5,131 at 6%; with 50% employer match about $5,131 at 4% or $3,421 at 6%; with 100% employer match about $3,849 at 4% or $2,566 at 6%.
2013215$626,875$14,191$946iApproximate average salary by contribution assumption: employee only about $23,652 at 4% or $15,768 at 6%; with 50% employer match about $15,768 at 4% or $10,512 at 6%; with 100% employer match about $11,826 at 4% or $7,884 at 6%.
The Efficacy Defined Contribution Retirement Plan-13$486,060$10,213$786iApproximate average salary by contribution assumption: employee only about $19,640 at 4% or $13,094 at 6%; with 50% employer match about $13,094 at 4% or $8,729 at 6%; with 100% employer match about $9,820 at 4% or $6,547 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-15$140,815$3,978$265iApproximate average salary by contribution assumption: employee only about $6,630 at 4% or $4,420 at 6%; with 50% employer match about $4,420 at 4% or $2,947 at 6%; with 100% employer match about $3,315 at 4% or $2,210 at 6%.
2012215$724,875$83,393$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,659 at 6%; with 50% employer match about $92,659 at 4% or $61,773 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
The Efficacy Defined Contribution Retirement Plan-13$571,578$55,865$4,297iApproximate average salary by contribution assumption: employee only about $107,433 at 4% or $71,622 at 6%; with 50% employer match about $71,622 at 4% or $47,748 at 6%; with 100% employer match about $53,716 at 4% or $35,811 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-15$153,297$27,528$1,835iApproximate average salary by contribution assumption: employee only about $45,880 at 4% or $30,587 at 6%; with 50% employer match about $30,587 at 4% or $20,391 at 6%; with 100% employer match about $22,940 at 4% or $15,293 at 6%.
2011115$117,963$33,630$2,242iApproximate average salary by contribution assumption: employee only about $56,050 at 4% or $37,367 at 6%; with 50% employer match about $37,367 at 4% or $24,911 at 6%; with 100% employer match about $28,025 at 4% or $18,683 at 6%.
THE EFFICACY INSTITUTE RETIREMENT PLAN-15$117,963$33,630$2,242iApproximate average salary by contribution assumption: employee only about $56,050 at 4% or $37,367 at 6%; with 50% employer match about $37,367 at 4% or $24,911 at 6%; with 100% employer match about $28,025 at 4% or $18,683 at 6%.
2010116$84,452$34,986$2,187iApproximate average salary by contribution assumption: employee only about $54,666 at 4% or $36,444 at 6%; with 50% employer match about $36,444 at 4% or $24,296 at 6%; with 100% employer match about $27,333 at 4% or $18,222 at 6%.
THE EFFICACY INSTITUTE, INC. RETIREMENT PLAN-16$84,452$34,986$2,187iApproximate average salary by contribution assumption: employee only about $54,666 at 4% or $36,444 at 6%; with 50% employer match about $36,444 at 4% or $24,296 at 6%; with 100% employer match about $27,333 at 4% or $18,222 at 6%.
2009113$48,931$28,689$2,207iApproximate average salary by contribution assumption: employee only about $55,171 at 4% or $36,781 at 6%; with 50% employer match about $36,781 at 4% or $24,521 at 6%; with 100% employer match about $27,586 at 4% or $18,390 at 6%.
THE EFFICACY INSTITUTE, INC. RETIREMENT PLAN-13$48,931$28,689$2,207iApproximate average salary by contribution assumption: employee only about $55,171 at 4% or $36,781 at 6%; with 50% employer match about $36,781 at 4% or $24,521 at 6%; with 100% employer match about $27,586 at 4% or $18,390 at 6%.
2008111$0$0-
THE EFFICACY INSTITUTE, INC. RETIREMENT PLAN-11---
200710$0$0-
The Efficacy Defined Contribution Retirement Plan-0---
200610$0$0-
The Efficacy Defined Contribution Retirement Plan-0---
200510$0$0-
The Efficacy Defined Contribution Retirement Plan-0---
200320$0$0-
The Efficacy Defined Contribution Retirement Plan-0---
THE EFFICACY DEFINED CONTRIBUTION RETIREMENT PLAN-0---
200210$0$0-
The Efficacy Defined Contribution Retirement Plan-0---
199916$0$0-
The Efficacy Defined Contribution Retirement Plan-6---