Civic Intelligence

FundQuest

Plan context: FUNDQUEST 401(K) PLAN

EIN 04-2916126 • Boston, MA • 11 filings • 4 plans

75 State St6th FloorBoston, MA 02109
Current Snapshot

Latest Year

2010

2010 Participants

28

2010 Assets

$5,455,966

2010 Contributions

$928,507

Historical Graphs

Total Assets Over Time

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

$5,455,966$2,727,983$0200420072010YearValue
$5,455,966Latest year 2010

Participants Over Time

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

134670200420072010YearValue
28Latest year 2010

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
2010128$5,455,966$928,507$33,161iApproximate average salary by contribution assumption: employee only about $829,024 at 4% or $552,683 at 6%; with 50% employer match about $552,683 at 4% or $368,455 at 6%; with 100% employer match about $414,512 at 4% or $276,341 at 6%.
FUNDQUEST 401(K) PLAN-28$5,455,966$928,507$33,161iApproximate average salary by contribution assumption: employee only about $829,024 at 4% or $552,683 at 6%; with 50% employer match about $552,683 at 4% or $368,455 at 6%; with 100% employer match about $414,512 at 4% or $276,341 at 6%.
20092123$5,234,218$1,226,639$9,973iApproximate average salary by contribution assumption: employee only about $249,317 at 4% or $166,211 at 6%; with 50% employer match about $166,211 at 4% or $110,807 at 6%; with 100% employer match about $124,658 at 4% or $83,106 at 6%.
FUNDQUEST 401(K) PLAN-121$5,234,218$1,226,639$10,138iApproximate average salary by contribution assumption: employee only about $253,438 at 4% or $168,959 at 6%; with 50% employer match about $168,959 at 4% or $112,639 at 6%; with 100% employer match about $126,719 at 4% or $84,479 at 6%.
Fundquest Group Health & Welfare Benefits Plan-123---
20082134$3,069,708$1,327,512$9,907iApproximate average salary by contribution assumption: employee only about $247,670 at 4% or $165,113 at 6%; with 50% employer match about $165,113 at 4% or $110,076 at 6%; with 100% employer match about $123,835 at 4% or $82,557 at 6%.
FUNDQUEST 401K PLAN-131$3,069,708$1,327,512$10,134iApproximate average salary by contribution assumption: employee only about $253,342 at 4% or $168,895 at 6%; with 50% employer match about $168,895 at 4% or $112,596 at 6%; with 100% employer match about $126,671 at 4% or $84,447 at 6%.
Fundquest Group Health & Welfare Benefits Plan-134---
20073127$3,864,465$1,180,684$9,297iApproximate average salary by contribution assumption: employee only about $232,418 at 4% or $154,945 at 6%; with 50% employer match about $154,945 at 4% or $103,297 at 6%; with 100% employer match about $116,209 at 4% or $77,473 at 6%.
FUNDQUEST 401K PLAN-118$3,864,465$1,180,684$10,006iApproximate average salary by contribution assumption: employee only about $250,145 at 4% or $166,763 at 6%; with 50% employer match about $166,763 at 4% or $111,176 at 6%; with 100% employer match about $125,072 at 4% or $83,382 at 6%.
Fundquest Group Health & Welfare Benefits Plan-23---
Fundquest Group Health & Welfare Benefits Plan-127---
20061125$2,846,985$1,033,584$8,269iApproximate average salary by contribution assumption: employee only about $206,717 at 4% or $137,811 at 6%; with 50% employer match about $137,811 at 4% or $91,874 at 6%; with 100% employer match about $103,358 at 4% or $68,906 at 6%.
FUNDQUEST 401K PLAN-125$2,846,985$1,033,584$8,269iApproximate average salary by contribution assumption: employee only about $206,717 at 4% or $137,811 at 6%; with 50% employer match about $137,811 at 4% or $91,874 at 6%; with 100% employer match about $103,358 at 4% or $68,906 at 6%.
20051121$1,859,155$979,117$8,092iApproximate average salary by contribution assumption: employee only about $202,297 at 4% or $134,865 at 6%; with 50% employer match about $134,865 at 4% or $89,910 at 6%; with 100% employer match about $101,148 at 4% or $67,432 at 6%.
FUNDQUEST 401K PLAN-121$1,859,155$979,117$8,092iApproximate average salary by contribution assumption: employee only about $202,297 at 4% or $134,865 at 6%; with 50% employer match about $134,865 at 4% or $89,910 at 6%; with 100% employer match about $101,148 at 4% or $67,432 at 6%.
20041101$777,219$714,869$7,078iApproximate average salary by contribution assumption: employee only about $176,948 at 4% or $117,965 at 6%; with 50% employer match about $117,965 at 4% or $78,643 at 6%; with 100% employer match about $88,474 at 4% or $58,983 at 6%.
FUNDQUEST 401K PLAN-101$777,219$714,869$7,078iApproximate average salary by contribution assumption: employee only about $176,948 at 4% or $117,965 at 6%; with 50% employer match about $117,965 at 4% or $78,643 at 6%; with 100% employer match about $88,474 at 4% or $58,983 at 6%.