Civic Intelligence

Wellesley Group Inc.

Plan context: Wellesley Group Inc. 401K Retirement Plan

EIN 04-2919698 • 3 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

21

2000 Assets

$294,675

2000 Contributions

$88,997

Historical Graphs

Total Assets Over Time

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

$294,675$147,338$019992000YearValue
$294,675Latest year 2000

Participants Over Time

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

2111019992000YearValue
21Latest year 2000

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
2000221$294,675$88,997$4,238iApproximate average salary by contribution assumption: employee only about $105,949 at 4% or $70,633 at 6%; with 50% employer match about $70,633 at 4% or $47,088 at 6%; with 100% employer match about $52,974 at 4% or $35,316 at 6%.
Wellesley Group Inc. 401K Retirement Plan-21$294,675$88,997$4,238iApproximate average salary by contribution assumption: employee only about $105,949 at 4% or $70,633 at 6%; with 50% employer match about $70,633 at 4% or $47,088 at 6%; with 100% employer match about $52,974 at 4% or $35,316 at 6%.
WELLESLEY GROUP, INC., AGE BASED PROFIT SHARING PLAN-0---
1999121$260,149$46,643$2,221iApproximate average salary by contribution assumption: employee only about $55,527 at 4% or $37,018 at 6%; with 50% employer match about $37,018 at 4% or $24,679 at 6%; with 100% employer match about $27,764 at 4% or $18,509 at 6%.
Wellesley Group Inc. 401K Retirement Plan-21$260,149$46,643$2,221iApproximate average salary by contribution assumption: employee only about $55,527 at 4% or $37,018 at 6%; with 50% employer match about $37,018 at 4% or $24,679 at 6%; with 100% employer match about $27,764 at 4% or $18,509 at 6%.