Civic Intelligence

J F Ward Inc

Plan context: J F Ward Inc 401 K Profit Sharing Plan Trust

EIN 04-2895305 • Everett, MA • 11 filings • 2 plans

772 BroadwayEverett, MA 02149-4006
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$654,913

2024 Contributions

$53,990

Historical Graphs

Total Assets Over Time

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

$654,913$327,457$0201420192024YearValue
$654,913Latest year 2024

Participants Over Time

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

210201420192024YearValue
1Latest 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
202411$654,913$53,990$53,990iApproximate average salary by contribution assumption: employee only about $1,349,750 at 4% or $899,833 at 6%; with 50% employer match about $899,833 at 4% or $599,889 at 6%; with 100% employer match about $674,875 at 4% or $449,917 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$654,913$53,990$53,990iApproximate average salary by contribution assumption: employee only about $1,349,750 at 4% or $899,833 at 6%; with 50% employer match about $899,833 at 4% or $599,889 at 6%; with 100% employer match about $674,875 at 4% or $449,917 at 6%.
202311$525,449$56,695$56,695iApproximate average salary by contribution assumption: employee only about $1,417,375 at 4% or $944,917 at 6%; with 50% employer match about $944,917 at 4% or $629,944 at 6%; with 100% employer match about $708,688 at 4% or $472,458 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$525,449$56,695$56,695iApproximate average salary by contribution assumption: employee only about $1,417,375 at 4% or $944,917 at 6%; with 50% employer match about $944,917 at 4% or $629,944 at 6%; with 100% employer match about $708,688 at 4% or $472,458 at 6%.
202211$397,574$45,755$45,755iApproximate average salary by contribution assumption: employee only about $1,143,875 at 4% or $762,583 at 6%; with 50% employer match about $762,583 at 4% or $508,389 at 6%; with 100% employer match about $571,938 at 4% or $381,292 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$397,574$45,755$45,755iApproximate average salary by contribution assumption: employee only about $1,143,875 at 4% or $762,583 at 6%; with 50% employer match about $762,583 at 4% or $508,389 at 6%; with 100% employer match about $571,938 at 4% or $381,292 at 6%.
202111$434,007$28,245$28,245iApproximate average salary by contribution assumption: employee only about $706,125 at 4% or $470,750 at 6%; with 50% employer match about $470,750 at 4% or $313,833 at 6%; with 100% employer match about $353,063 at 4% or $235,375 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$434,007$28,245$28,245iApproximate average salary by contribution assumption: employee only about $706,125 at 4% or $470,750 at 6%; with 50% employer match about $470,750 at 4% or $313,833 at 6%; with 100% employer match about $353,063 at 4% or $235,375 at 6%.
202012$392,590$29,937$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-2$392,590$29,937$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
201912$314,364$44,322$22,161iApproximate average salary by contribution assumption: employee only about $554,025 at 4% or $369,350 at 6%; with 50% employer match about $369,350 at 4% or $246,233 at 6%; with 100% employer match about $277,013 at 4% or $184,675 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-2$314,364$44,322$22,161iApproximate average salary by contribution assumption: employee only about $554,025 at 4% or $369,350 at 6%; with 50% employer match about $369,350 at 4% or $246,233 at 6%; with 100% employer match about $277,013 at 4% or $184,675 at 6%.
201812$217,559$24,071$12,036iApproximate average salary by contribution assumption: employee only about $300,888 at 4% or $200,592 at 6%; with 50% employer match about $200,592 at 4% or $133,728 at 6%; with 100% employer match about $150,444 at 4% or $100,296 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-2$217,559$24,071$12,036iApproximate average salary by contribution assumption: employee only about $300,888 at 4% or $200,592 at 6%; with 50% employer match about $200,592 at 4% or $133,728 at 6%; with 100% employer match about $150,444 at 4% or $100,296 at 6%.
201712$222,685$60,260$30,130iApproximate average salary by contribution assumption: employee only about $753,250 at 4% or $502,167 at 6%; with 50% employer match about $502,167 at 4% or $334,778 at 6%; with 100% employer match about $376,625 at 4% or $251,083 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-2$222,685$60,260$30,130iApproximate average salary by contribution assumption: employee only about $753,250 at 4% or $502,167 at 6%; with 50% employer match about $502,167 at 4% or $334,778 at 6%; with 100% employer match about $376,625 at 4% or $251,083 at 6%.
201611$135,007$62,010$62,010iApproximate average salary by contribution assumption: employee only about $1,550,250 at 4% or $1,033,500 at 6%; with 50% employer match about $1,033,500 at 4% or $689,000 at 6%; with 100% employer match about $775,125 at 4% or $516,750 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$135,007$62,010$62,010iApproximate average salary by contribution assumption: employee only about $1,550,250 at 4% or $1,033,500 at 6%; with 50% employer match about $1,033,500 at 4% or $689,000 at 6%; with 100% employer match about $775,125 at 4% or $516,750 at 6%.
201511$63,825$35,048$35,048iApproximate average salary by contribution assumption: employee only about $876,200 at 4% or $584,133 at 6%; with 50% employer match about $584,133 at 4% or $389,422 at 6%; with 100% employer match about $438,100 at 4% or $292,067 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$63,825$35,048$35,048iApproximate average salary by contribution assumption: employee only about $876,200 at 4% or $584,133 at 6%; with 50% employer match about $584,133 at 4% or $389,422 at 6%; with 100% employer match about $438,100 at 4% or $292,067 at 6%.
201411$29,364$27,573$27,573iApproximate average salary by contribution assumption: employee only about $689,325 at 4% or $459,550 at 6%; with 50% employer match about $459,550 at 4% or $306,367 at 6%; with 100% employer match about $344,663 at 4% or $229,775 at 6%.
J F Ward Inc 401 K Profit Sharing Plan Trust-1$29,364$27,573$27,573iApproximate average salary by contribution assumption: employee only about $689,325 at 4% or $459,550 at 6%; with 50% employer match about $459,550 at 4% or $306,367 at 6%; with 100% employer match about $344,663 at 4% or $229,775 at 6%.