Civic Intelligence

Avalon Partners Inc.

Plan context: Cresa Partners Boston Inc. 401(K) Profit Sharing Plan

EIN 04-2887907 • Boston, MA • 25 filings • 9 plans

280 Congress StreetFloor 10Boston, MA 02210
Current Snapshot

Latest Year

2024

2024 Participants

95

2024 Assets

$44,736,264

2024 Contributions

$5,097,058

Historical Graphs

Total Assets Over Time

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

$44,736,264$22,368,132$0199920152024YearValue
$44,736,264Latest year 2024

Participants Over Time

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

130650199920152024YearValue
95Latest 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
2024295$44,736,264$5,097,058$53,653iApproximate average salary by contribution assumption: employee only about $1,341,331 at 4% or $894,221 at 6%; with 50% employer match about $894,221 at 4% or $596,147 at 6%; with 100% employer match about $670,666 at 4% or $447,110 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-95$39,905,010$4,543,997$47,832iApproximate average salary by contribution assumption: employee only about $1,195,789 at 4% or $797,192 at 6%; with 50% employer match about $797,192 at 4% or $531,462 at 6%; with 100% employer match about $597,894 at 4% or $398,596 at 6%.
CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN-60$4,831,254$553,061$9,218iApproximate average salary by contribution assumption: employee only about $230,442 at 4% or $153,628 at 6%; with 50% employer match about $153,628 at 4% or $102,419 at 6%; with 100% employer match about $115,221 at 4% or $76,814 at 6%.
20232130$38,727,144$4,818,775$37,068iApproximate average salary by contribution assumption: employee only about $926,688 at 4% or $617,792 at 6%; with 50% employer match about $617,792 at 4% or $411,861 at 6%; with 100% employer match about $463,344 at 4% or $308,896 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-130$35,115,412$3,554,624$27,343iApproximate average salary by contribution assumption: employee only about $683,582 at 4% or $455,721 at 6%; with 50% employer match about $455,721 at 4% or $303,814 at 6%; with 100% employer match about $341,791 at 4% or $227,861 at 6%.
CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN-43$3,611,732$1,264,151$29,399iApproximate average salary by contribution assumption: employee only about $734,972 at 4% or $489,981 at 6%; with 50% employer match about $489,981 at 4% or $326,654 at 6%; with 100% employer match about $367,486 at 4% or $244,991 at 6%.
20222103$29,564,364$3,379,242$32,808iApproximate average salary by contribution assumption: employee only about $820,204 at 4% or $546,803 at 6%; with 50% employer match about $546,803 at 4% or $364,535 at 6%; with 100% employer match about $410,102 at 4% or $273,401 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-103$27,509,014$2,679,242$26,012iApproximate average salary by contribution assumption: employee only about $650,301 at 4% or $433,534 at 6%; with 50% employer match about $433,534 at 4% or $289,023 at 6%; with 100% employer match about $325,151 at 4% or $216,767 at 6%.
CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN-33$2,055,350$700,000$21,212iApproximate average salary by contribution assumption: employee only about $530,303 at 4% or $353,535 at 6%; with 50% employer match about $353,535 at 4% or $235,690 at 6%; with 100% employer match about $265,152 at 4% or $176,768 at 6%.
2021290$31,665,769$3,453,748$38,375iApproximate average salary by contribution assumption: employee only about $959,374 at 4% or $639,583 at 6%; with 50% employer match about $639,583 at 4% or $426,389 at 6%; with 100% employer match about $479,687 at 4% or $319,791 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-90$30,130,769$1,918,748$21,319iApproximate average salary by contribution assumption: employee only about $532,986 at 4% or $355,324 at 6%; with 50% employer match about $355,324 at 4% or $236,882 at 6%; with 100% employer match about $266,493 at 4% or $177,662 at 6%.
CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN-28$1,535,000$1,535,000$54,821iApproximate average salary by contribution assumption: employee only about $1,370,536 at 4% or $913,690 at 6%; with 50% employer match about $913,690 at 4% or $609,127 at 6%; with 100% employer match about $685,268 at 4% or $456,845 at 6%.
2020186$29,539,364$2,000,846$23,266iApproximate average salary by contribution assumption: employee only about $581,641 at 4% or $387,761 at 6%; with 50% employer match about $387,761 at 4% or $258,507 at 6%; with 100% employer match about $290,821 at 4% or $193,880 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-86$29,539,364$2,000,846$23,266iApproximate average salary by contribution assumption: employee only about $581,641 at 4% or $387,761 at 6%; with 50% employer match about $387,761 at 4% or $258,507 at 6%; with 100% employer match about $290,821 at 4% or $193,880 at 6%.
2019179$26,902,171$1,448,918$18,341iApproximate average salary by contribution assumption: employee only about $458,518 at 4% or $305,679 at 6%; with 50% employer match about $305,679 at 4% or $203,786 at 6%; with 100% employer match about $229,259 at 4% or $152,839 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-79$26,902,171$1,448,918$18,341iApproximate average salary by contribution assumption: employee only about $458,518 at 4% or $305,679 at 6%; with 50% employer match about $305,679 at 4% or $203,786 at 6%; with 100% employer match about $229,259 at 4% or $152,839 at 6%.
2018277$23,038,934$1,374,207$17,847iApproximate average salary by contribution assumption: employee only about $446,171 at 4% or $297,447 at 6%; with 50% employer match about $297,447 at 4% or $198,298 at 6%; with 100% employer match about $223,086 at 4% or $148,724 at 6%.
Cresa Partners Boston Inc. 401(K) Profit Sharing Plan-77$23,038,934$0-
Avalon Partners Inc. 401K Profit Sharing Plan-0$0$1,374,207-
2017175$24,103,195$1,299,345$17,325iApproximate average salary by contribution assumption: employee only about $433,115 at 4% or $288,743 at 6%; with 50% employer match about $288,743 at 4% or $192,496 at 6%; with 100% employer match about $216,557 at 4% or $144,372 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-75$24,103,195$1,299,345$17,325iApproximate average salary by contribution assumption: employee only about $433,115 at 4% or $288,743 at 6%; with 50% employer match about $288,743 at 4% or $192,496 at 6%; with 100% employer match about $216,557 at 4% or $144,372 at 6%.
2016171$20,223,917$1,347,391$18,977iApproximate average salary by contribution assumption: employee only about $474,433 at 4% or $316,289 at 6%; with 50% employer match about $316,289 at 4% or $210,859 at 6%; with 100% employer match about $237,217 at 4% or $158,144 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-71$20,223,917$1,347,391$18,977iApproximate average salary by contribution assumption: employee only about $474,433 at 4% or $316,289 at 6%; with 50% employer match about $316,289 at 4% or $210,859 at 6%; with 100% employer match about $237,217 at 4% or $158,144 at 6%.
2015174$20,125,136$1,364,554$18,440iApproximate average salary by contribution assumption: employee only about $460,998 at 4% or $307,332 at 6%; with 50% employer match about $307,332 at 4% or $204,888 at 6%; with 100% employer match about $230,499 at 4% or $153,666 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-74$20,125,136$1,364,554$18,440iApproximate average salary by contribution assumption: employee only about $460,998 at 4% or $307,332 at 6%; with 50% employer match about $307,332 at 4% or $204,888 at 6%; with 100% employer match about $230,499 at 4% or $153,666 at 6%.
2014171$19,774,306$1,345,060$18,945iApproximate average salary by contribution assumption: employee only about $473,613 at 4% or $315,742 at 6%; with 50% employer match about $315,742 at 4% or $210,495 at 6%; with 100% employer match about $236,806 at 4% or $157,871 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-71$19,774,306$1,345,060$18,945iApproximate average salary by contribution assumption: employee only about $473,613 at 4% or $315,742 at 6%; with 50% employer match about $315,742 at 4% or $210,495 at 6%; with 100% employer match about $236,806 at 4% or $157,871 at 6%.
2013168$18,022,791$1,255,398$18,462iApproximate average salary by contribution assumption: employee only about $461,543 at 4% or $307,696 at 6%; with 50% employer match about $307,696 at 4% or $205,130 at 6%; with 100% employer match about $230,772 at 4% or $153,848 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-68$18,022,791$1,255,398$18,462iApproximate average salary by contribution assumption: employee only about $461,543 at 4% or $307,696 at 6%; with 50% employer match about $307,696 at 4% or $205,130 at 6%; with 100% employer match about $230,772 at 4% or $153,848 at 6%.
2012162$14,326,105$1,232,448$19,878iApproximate average salary by contribution assumption: employee only about $496,955 at 4% or $331,303 at 6%; with 50% employer match about $331,303 at 4% or $220,869 at 6%; with 100% employer match about $248,477 at 4% or $165,652 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-62$14,326,105$1,232,448$19,878iApproximate average salary by contribution assumption: employee only about $496,955 at 4% or $331,303 at 6%; with 50% employer match about $331,303 at 4% or $220,869 at 6%; with 100% employer match about $248,477 at 4% or $165,652 at 6%.
2011154$12,111,668$1,440,277$26,672iApproximate average salary by contribution assumption: employee only about $666,795 at 4% or $444,530 at 6%; with 50% employer match about $444,530 at 4% or $296,353 at 6%; with 100% employer match about $333,397 at 4% or $222,265 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-54$12,111,668$1,440,277$26,672iApproximate average salary by contribution assumption: employee only about $666,795 at 4% or $444,530 at 6%; with 50% employer match about $444,530 at 4% or $296,353 at 6%; with 100% employer match about $333,397 at 4% or $222,265 at 6%.
2010154$11,053,664$1,120,947$20,758iApproximate average salary by contribution assumption: employee only about $518,957 at 4% or $345,971 at 6%; with 50% employer match about $345,971 at 4% or $230,648 at 6%; with 100% employer match about $259,478 at 4% or $172,986 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-54$11,053,664$1,120,947$20,758iApproximate average salary by contribution assumption: employee only about $518,957 at 4% or $345,971 at 6%; with 50% employer match about $345,971 at 4% or $230,648 at 6%; with 100% employer match about $259,478 at 4% or $172,986 at 6%.
2009145$9,128,237$1,017,516$22,611iApproximate average salary by contribution assumption: employee only about $565,287 at 4% or $376,858 at 6%; with 50% employer match about $376,858 at 4% or $251,239 at 6%; with 100% employer match about $282,643 at 4% or $188,429 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-45$9,128,237$1,017,516$22,611iApproximate average salary by contribution assumption: employee only about $565,287 at 4% or $376,858 at 6%; with 50% employer match about $376,858 at 4% or $251,239 at 6%; with 100% employer match about $282,643 at 4% or $188,429 at 6%.
2008138$6,768,283$1,069,027$28,132iApproximate average salary by contribution assumption: employee only about $703,307 at 4% or $468,871 at 6%; with 50% employer match about $468,871 at 4% or $312,581 at 6%; with 100% employer match about $351,654 at 4% or $234,436 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-38$6,768,283$1,069,027$28,132iApproximate average salary by contribution assumption: employee only about $703,307 at 4% or $468,871 at 6%; with 50% employer match about $468,871 at 4% or $312,581 at 6%; with 100% employer match about $351,654 at 4% or $234,436 at 6%.
2001140$2,747,136$711,873$17,797iApproximate average salary by contribution assumption: employee only about $444,921 at 4% or $296,614 at 6%; with 50% employer match about $296,614 at 4% or $197,743 at 6%; with 100% employer match about $222,460 at 4% or $148,307 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-40$2,747,136$711,873$17,797iApproximate average salary by contribution assumption: employee only about $444,921 at 4% or $296,614 at 6%; with 50% employer match about $296,614 at 4% or $197,743 at 6%; with 100% employer match about $222,460 at 4% or $148,307 at 6%.
2000124$2,509,950$448,035$18,668iApproximate average salary by contribution assumption: employee only about $466,703 at 4% or $311,135 at 6%; with 50% employer match about $311,135 at 4% or $207,424 at 6%; with 100% employer match about $233,352 at 4% or $155,568 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-24$2,509,950$448,035$18,668iApproximate average salary by contribution assumption: employee only about $466,703 at 4% or $311,135 at 6%; with 50% employer match about $311,135 at 4% or $207,424 at 6%; with 100% employer match about $233,352 at 4% or $155,568 at 6%.
1999121$2,235,931$342,594$16,314iApproximate average salary by contribution assumption: employee only about $407,850 at 4% or $271,900 at 6%; with 50% employer match about $271,900 at 4% or $181,267 at 6%; with 100% employer match about $203,925 at 4% or $135,950 at 6%.
Avalon Partners Inc. 401K Profit Sharing Plan-21$2,235,931$342,594$16,314iApproximate average salary by contribution assumption: employee only about $407,850 at 4% or $271,900 at 6%; with 50% employer match about $271,900 at 4% or $181,267 at 6%; with 100% employer match about $203,925 at 4% or $135,950 at 6%.