Civic Intelligence

Stephen a. Sousa Sr.

Plan context: Stephen a. Sousa, Sr. 401(K) Retirement Plans

EIN 04-2898084 • Acton, MA • 11 filings • 2 plans

16 Freedom Farme RdActon, MA 01720
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$346,233

2017 Contributions

$263,682

Historical Graphs

Total Assets Over Time

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

$407,801$203,901$0200720122017YearValue
$346,233Latest year 2017

Participants Over Time

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

320200720122017YearValue
1Latest year 2017

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
201711$346,233$263,682$263,682iApproximate average salary by contribution assumption: employee only about $6,592,050 at 4% or $4,394,700 at 6%; with 50% employer match about $4,394,700 at 4% or $2,929,800 at 6%; with 100% employer match about $3,296,025 at 4% or $2,197,350 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-1$346,233$263,682$263,682iApproximate average salary by contribution assumption: employee only about $6,592,050 at 4% or $4,394,700 at 6%; with 50% employer match about $4,394,700 at 4% or $2,929,800 at 6%; with 100% employer match about $3,296,025 at 4% or $2,197,350 at 6%.
201613$407,801$56,829$18,943iApproximate average salary by contribution assumption: employee only about $473,575 at 4% or $315,717 at 6%; with 50% employer match about $315,717 at 4% or $210,478 at 6%; with 100% employer match about $236,788 at 4% or $157,858 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-3$407,801$56,829$18,943iApproximate average salary by contribution assumption: employee only about $473,575 at 4% or $315,717 at 6%; with 50% employer match about $315,717 at 4% or $210,478 at 6%; with 100% employer match about $236,788 at 4% or $157,858 at 6%.
201513$365,761$69,994$23,331iApproximate average salary by contribution assumption: employee only about $583,283 at 4% or $388,856 at 6%; with 50% employer match about $388,856 at 4% or $259,237 at 6%; with 100% employer match about $291,642 at 4% or $194,428 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-3$365,761$69,994$23,331iApproximate average salary by contribution assumption: employee only about $583,283 at 4% or $388,856 at 6%; with 50% employer match about $388,856 at 4% or $259,237 at 6%; with 100% employer match about $291,642 at 4% or $194,428 at 6%.
201413$295,464$61,341$20,447iApproximate average salary by contribution assumption: employee only about $511,175 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,189 at 6%; with 100% employer match about $255,588 at 4% or $170,392 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-3$295,464$61,341$20,447iApproximate average salary by contribution assumption: employee only about $511,175 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,189 at 6%; with 100% employer match about $255,588 at 4% or $170,392 at 6%.
201312$229,323$38,509$19,255iApproximate average salary by contribution assumption: employee only about $481,363 at 4% or $320,908 at 6%; with 50% employer match about $320,908 at 4% or $213,939 at 6%; with 100% employer match about $240,681 at 4% or $160,454 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$229,323$38,509$19,255iApproximate average salary by contribution assumption: employee only about $481,363 at 4% or $320,908 at 6%; with 50% employer match about $320,908 at 4% or $213,939 at 6%; with 100% employer match about $240,681 at 4% or $160,454 at 6%.
201212$182,370$37,948$18,974iApproximate average salary by contribution assumption: employee only about $474,350 at 4% or $316,233 at 6%; with 50% employer match about $316,233 at 4% or $210,822 at 6%; with 100% employer match about $237,175 at 4% or $158,117 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$182,370$37,948$18,974iApproximate average salary by contribution assumption: employee only about $474,350 at 4% or $316,233 at 6%; with 50% employer match about $316,233 at 4% or $210,822 at 6%; with 100% employer match about $237,175 at 4% or $158,117 at 6%.
201112$135,956$37,935$18,968iApproximate average salary by contribution assumption: employee only about $474,188 at 4% or $316,125 at 6%; with 50% employer match about $316,125 at 4% or $210,750 at 6%; with 100% employer match about $237,094 at 4% or $158,063 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$135,956$37,935$18,968iApproximate average salary by contribution assumption: employee only about $474,188 at 4% or $316,125 at 6%; with 50% employer match about $316,125 at 4% or $210,750 at 6%; with 100% employer match about $237,094 at 4% or $158,063 at 6%.
201012$98,862$26,606$13,303iApproximate average salary by contribution assumption: employee only about $332,575 at 4% or $221,717 at 6%; with 50% employer match about $221,717 at 4% or $147,811 at 6%; with 100% employer match about $166,288 at 4% or $110,858 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$98,862$26,606$13,303iApproximate average salary by contribution assumption: employee only about $332,575 at 4% or $221,717 at 6%; with 50% employer match about $221,717 at 4% or $147,811 at 6%; with 100% employer match about $166,288 at 4% or $110,858 at 6%.
200912$67,990$28,590$14,295iApproximate average salary by contribution assumption: employee only about $357,375 at 4% or $238,250 at 6%; with 50% employer match about $238,250 at 4% or $158,833 at 6%; with 100% employer match about $178,688 at 4% or $119,125 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$67,990$28,590$14,295iApproximate average salary by contribution assumption: employee only about $357,375 at 4% or $238,250 at 6%; with 50% employer match about $238,250 at 4% or $158,833 at 6%; with 100% employer match about $178,688 at 4% or $119,125 at 6%.
200812$33,108$33,471$16,736iApproximate average salary by contribution assumption: employee only about $418,388 at 4% or $278,925 at 6%; with 50% employer match about $278,925 at 4% or $185,950 at 6%; with 100% employer match about $209,194 at 4% or $139,463 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$33,108$33,471$16,736iApproximate average salary by contribution assumption: employee only about $418,388 at 4% or $278,925 at 6%; with 50% employer match about $278,925 at 4% or $185,950 at 6%; with 100% employer match about $209,194 at 4% or $139,463 at 6%.
200712$5,499$5,653$2,827iApproximate average salary by contribution assumption: employee only about $70,663 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,406 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%.
Stephen a. Sousa, Sr. 401(K) Retirement Plans-2$5,499$5,653$2,827iApproximate average salary by contribution assumption: employee only about $70,663 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,406 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%.