Cassidy Associates Insurance A
Plan context: Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust
EIN 04-2926449 • Swampscott, MA • 22 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$411,199
2024 Contributions
$65,626
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $411,199 | $65,626 | $7,292iApproximate average salary by contribution assumption: employee only about $182,294 at 4% or $121,530 at 6%; with 50% employer match about $121,530 at 4% or $81,020 at 6%; with 100% employer match about $91,147 at 4% or $60,765 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 9 | $411,199 | $65,626 | $7,292iApproximate average salary by contribution assumption: employee only about $182,294 at 4% or $121,530 at 6%; with 50% employer match about $121,530 at 4% or $81,020 at 6%; with 100% employer match about $91,147 at 4% or $60,765 at 6%. |
| 2023 | 1 | 8 | $322,654 | $42,166 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,884 at 4% or $43,923 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 8 | $322,654 | $42,166 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,884 at 4% or $43,923 at 6%. |
| 2022 | 1 | 8 | $283,613 | $30,654 | $3,832iApproximate average salary by contribution assumption: employee only about $95,794 at 4% or $63,863 at 6%; with 50% employer match about $63,863 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 8 | $283,613 | $30,654 | $3,832iApproximate average salary by contribution assumption: employee only about $95,794 at 4% or $63,863 at 6%; with 50% employer match about $63,863 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| 2021 | 1 | 6 | $267,962 | $20,148 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $267,962 | $20,148 | $3,358iApproximate average salary by contribution assumption: employee only about $83,950 at 4% or $55,967 at 6%; with 50% employer match about $55,967 at 4% or $37,311 at 6%; with 100% employer match about $41,975 at 4% or $27,983 at 6%. |
| 2020 | 1 | 6 | $244,724 | $16,668 | $2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $244,724 | $16,668 | $2,778iApproximate average salary by contribution assumption: employee only about $69,450 at 4% or $46,300 at 6%; with 50% employer match about $46,300 at 4% or $30,867 at 6%; with 100% employer match about $34,725 at 4% or $23,150 at 6%. |
| 2019 | 1 | 5 | $230,720 | $14,706 | $2,941iApproximate average salary by contribution assumption: employee only about $73,530 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 5 | $230,720 | $14,706 | $2,941iApproximate average salary by contribution assumption: employee only about $73,530 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%. |
| 2018 | 1 | 5 | $202,548 | $14,502 | $2,900iApproximate average salary by contribution assumption: employee only about $72,510 at 4% or $48,340 at 6%; with 50% employer match about $48,340 at 4% or $32,227 at 6%; with 100% employer match about $36,255 at 4% or $24,170 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 5 | $202,548 | $14,502 | $2,900iApproximate average salary by contribution assumption: employee only about $72,510 at 4% or $48,340 at 6%; with 50% employer match about $48,340 at 4% or $32,227 at 6%; with 100% employer match about $36,255 at 4% or $24,170 at 6%. |
| 2017 | 1 | 6 | $202,346 | $14,381 | $2,397iApproximate average salary by contribution assumption: employee only about $59,921 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,974 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $202,346 | $14,381 | $2,397iApproximate average salary by contribution assumption: employee only about $59,921 at 4% or $39,947 at 6%; with 50% employer match about $39,947 at 4% or $26,631 at 6%; with 100% employer match about $29,960 at 4% or $19,974 at 6%. |
| 2016 | 1 | 6 | $178,779 | $14,471 | $2,412iApproximate average salary by contribution assumption: employee only about $60,296 at 4% or $40,197 at 6%; with 50% employer match about $40,197 at 4% or $26,798 at 6%; with 100% employer match about $30,148 at 4% or $20,099 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $178,779 | $14,471 | $2,412iApproximate average salary by contribution assumption: employee only about $60,296 at 4% or $40,197 at 6%; with 50% employer match about $40,197 at 4% or $26,798 at 6%; with 100% employer match about $30,148 at 4% or $20,099 at 6%. |
| 2015 | 1 | 6 | $175,404 | $8,725 | $1,454iApproximate average salary by contribution assumption: employee only about $36,354 at 4% or $24,236 at 6%; with 50% employer match about $24,236 at 4% or $16,157 at 6%; with 100% employer match about $18,177 at 4% or $12,118 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $175,404 | $8,725 | $1,454iApproximate average salary by contribution assumption: employee only about $36,354 at 4% or $24,236 at 6%; with 50% employer match about $24,236 at 4% or $16,157 at 6%; with 100% employer match about $18,177 at 4% or $12,118 at 6%. |
| 2014 | 1 | 6 | $176,500 | $15,320 | $2,553iApproximate average salary by contribution assumption: employee only about $63,833 at 4% or $42,556 at 6%; with 50% employer match about $42,556 at 4% or $28,370 at 6%; with 100% employer match about $31,917 at 4% or $21,278 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $176,500 | $15,320 | $2,553iApproximate average salary by contribution assumption: employee only about $63,833 at 4% or $42,556 at 6%; with 50% employer match about $42,556 at 4% or $28,370 at 6%; with 100% employer match about $31,917 at 4% or $21,278 at 6%. |
| 2013 | 1 | 6 | $159,784 | $16,251 | $2,709iApproximate average salary by contribution assumption: employee only about $67,713 at 4% or $45,142 at 6%; with 50% employer match about $45,142 at 4% or $30,094 at 6%; with 100% employer match about $33,856 at 4% or $22,571 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $159,784 | $16,251 | $2,709iApproximate average salary by contribution assumption: employee only about $67,713 at 4% or $45,142 at 6%; with 50% employer match about $45,142 at 4% or $30,094 at 6%; with 100% employer match about $33,856 at 4% or $22,571 at 6%. |
| 2012 | 1 | 6 | $136,412 | $11,611 | $1,935iApproximate average salary by contribution assumption: employee only about $48,379 at 4% or $32,253 at 6%; with 50% employer match about $32,253 at 4% or $21,502 at 6%; with 100% employer match about $24,190 at 4% or $16,126 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $136,412 | $11,611 | $1,935iApproximate average salary by contribution assumption: employee only about $48,379 at 4% or $32,253 at 6%; with 50% employer match about $32,253 at 4% or $21,502 at 6%; with 100% employer match about $24,190 at 4% or $16,126 at 6%. |
| 2011 | 1 | 6 | $120,054 | $13,944 | $2,324iApproximate average salary by contribution assumption: employee only about $58,100 at 4% or $38,733 at 6%; with 50% employer match about $38,733 at 4% or $25,822 at 6%; with 100% employer match about $29,050 at 4% or $19,367 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $120,054 | $13,944 | $2,324iApproximate average salary by contribution assumption: employee only about $58,100 at 4% or $38,733 at 6%; with 50% employer match about $38,733 at 4% or $25,822 at 6%; with 100% employer match about $29,050 at 4% or $19,367 at 6%. |
| 2010 | 1 | 6 | $104,120 | $13,457 | $2,243iApproximate average salary by contribution assumption: employee only about $56,071 at 4% or $37,381 at 6%; with 50% employer match about $37,381 at 4% or $24,920 at 6%; with 100% employer match about $28,035 at 4% or $18,690 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $104,120 | $13,457 | $2,243iApproximate average salary by contribution assumption: employee only about $56,071 at 4% or $37,381 at 6%; with 50% employer match about $37,381 at 4% or $24,920 at 6%; with 100% employer match about $28,035 at 4% or $18,690 at 6%. |
| 2009 | 1 | 6 | $87,251 | $67,405 | $11,234iApproximate average salary by contribution assumption: employee only about $280,854 at 4% or $187,236 at 6%; with 50% employer match about $187,236 at 4% or $124,824 at 6%; with 100% employer match about $140,427 at 4% or $93,618 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 6 | $87,251 | $67,405 | $11,234iApproximate average salary by contribution assumption: employee only about $280,854 at 4% or $187,236 at 6%; with 50% employer match about $187,236 at 4% or $124,824 at 6%; with 100% employer match about $140,427 at 4% or $93,618 at 6%. |
| 2008 | 1 | 12 | $27,386 | $11,752 | $979iApproximate average salary by contribution assumption: employee only about $24,483 at 4% or $16,322 at 6%; with 50% employer match about $16,322 at 4% or $10,881 at 6%; with 100% employer match about $12,242 at 4% or $8,161 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 12 | $27,386 | $11,752 | $979iApproximate average salary by contribution assumption: employee only about $24,483 at 4% or $16,322 at 6%; with 50% employer match about $16,322 at 4% or $10,881 at 6%; with 100% employer match about $12,242 at 4% or $8,161 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 2006 | 1 | 9 | $14,770 | $3,551 | $395iApproximate average salary by contribution assumption: employee only about $9,864 at 4% or $6,576 at 6%; with 50% employer match about $6,576 at 4% or $4,384 at 6%; with 100% employer match about $4,932 at 4% or $3,288 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 9 | $14,770 | $3,551 | $395iApproximate average salary by contribution assumption: employee only about $9,864 at 4% or $6,576 at 6%; with 50% employer match about $6,576 at 4% or $4,384 at 6%; with 100% employer match about $4,932 at 4% or $3,288 at 6%. |
| 2005 | 1 | 8 | $11,141 | $3,175 | $397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 8 | $11,141 | $3,175 | $397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%. |
| 2004 | 1 | 9 | $7,648 | $4,836 | $537iApproximate average salary by contribution assumption: employee only about $13,433 at 4% or $8,956 at 6%; with 50% employer match about $8,956 at 4% or $5,970 at 6%; with 100% employer match about $6,717 at 4% or $4,478 at 6%. |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 9 | $7,648 | $4,836 | $537iApproximate average salary by contribution assumption: employee only about $13,433 at 4% or $8,956 at 6%; with 50% employer match about $8,956 at 4% or $5,970 at 6%; with 100% employer match about $6,717 at 4% or $4,478 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Cassidy Associates Insurance a 401(K) Profit Sharing Plan & Trust | - | 9 | - | - | - |