Robert M Currey & Associates Inc
Plan context: Robert M Currey & Associates 401K Profit Sharing Plan & Trust
EIN 04-2931595 • Boston, MA • 30 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
63
2024 Assets
$15,395,501
2024 Contributions
$1,256,909
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 | 63 | $15,395,501 | $1,256,909 | $19,951iApproximate average salary by contribution assumption: employee only about $498,773 at 4% or $332,516 at 6%; with 50% employer match about $332,516 at 4% or $221,677 at 6%; with 100% employer match about $249,387 at 4% or $166,258 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 63 | $15,395,501 | $1,256,909 | $19,951iApproximate average salary by contribution assumption: employee only about $498,773 at 4% or $332,516 at 6%; with 50% employer match about $332,516 at 4% or $221,677 at 6%; with 100% employer match about $249,387 at 4% or $166,258 at 6%. |
| 2023 | 1 | 67 | $13,285,952 | $1,162,858 | $17,356iApproximate average salary by contribution assumption: employee only about $433,902 at 4% or $289,268 at 6%; with 50% employer match about $289,268 at 4% or $192,845 at 6%; with 100% employer match about $216,951 at 4% or $144,634 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 67 | $13,285,952 | $1,162,858 | $17,356iApproximate average salary by contribution assumption: employee only about $433,902 at 4% or $289,268 at 6%; with 50% employer match about $289,268 at 4% or $192,845 at 6%; with 100% employer match about $216,951 at 4% or $144,634 at 6%. |
| 2022 | 1 | 64 | $10,395,456 | $1,071,767 | $16,746iApproximate average salary by contribution assumption: employee only about $418,659 at 4% or $279,106 at 6%; with 50% employer match about $279,106 at 4% or $186,071 at 6%; with 100% employer match about $209,329 at 4% or $139,553 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 64 | $10,395,456 | $1,071,767 | $16,746iApproximate average salary by contribution assumption: employee only about $418,659 at 4% or $279,106 at 6%; with 50% employer match about $279,106 at 4% or $186,071 at 6%; with 100% employer match about $209,329 at 4% or $139,553 at 6%. |
| 2021 | 1 | 69 | $11,971,253 | $952,055 | $13,798iApproximate average salary by contribution assumption: employee only about $344,947 at 4% or $229,965 at 6%; with 50% employer match about $229,965 at 4% or $153,310 at 6%; with 100% employer match about $172,474 at 4% or $114,982 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 69 | $11,971,253 | $952,055 | $13,798iApproximate average salary by contribution assumption: employee only about $344,947 at 4% or $229,965 at 6%; with 50% employer match about $229,965 at 4% or $153,310 at 6%; with 100% employer match about $172,474 at 4% or $114,982 at 6%. |
| 2020 | 1 | 60 | $10,290,637 | $871,662 | $14,528iApproximate average salary by contribution assumption: employee only about $363,193 at 4% or $242,128 at 6%; with 50% employer match about $242,128 at 4% or $161,419 at 6%; with 100% employer match about $181,596 at 4% or $121,064 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 60 | $10,290,637 | $871,662 | $14,528iApproximate average salary by contribution assumption: employee only about $363,193 at 4% or $242,128 at 6%; with 50% employer match about $242,128 at 4% or $161,419 at 6%; with 100% employer match about $181,596 at 4% or $121,064 at 6%. |
| 2019 | 1 | 53 | $8,034,621 | $865,254 | $16,326iApproximate average salary by contribution assumption: employee only about $408,139 at 4% or $272,092 at 6%; with 50% employer match about $272,092 at 4% or $181,395 at 6%; with 100% employer match about $204,069 at 4% or $136,046 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 53 | $8,034,621 | $865,254 | $16,326iApproximate average salary by contribution assumption: employee only about $408,139 at 4% or $272,092 at 6%; with 50% employer match about $272,092 at 4% or $181,395 at 6%; with 100% employer match about $204,069 at 4% or $136,046 at 6%. |
| 2018 | 1 | 52 | $6,085,356 | $803,408 | $15,450iApproximate average salary by contribution assumption: employee only about $386,254 at 4% or $257,503 at 6%; with 50% employer match about $257,503 at 4% or $171,668 at 6%; with 100% employer match about $193,127 at 4% or $128,751 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 52 | $6,085,356 | $803,408 | $15,450iApproximate average salary by contribution assumption: employee only about $386,254 at 4% or $257,503 at 6%; with 50% employer match about $257,503 at 4% or $171,668 at 6%; with 100% employer match about $193,127 at 4% or $128,751 at 6%. |
| 2017 | 1 | 50 | $5,862,099 | $725,715 | $14,514iApproximate average salary by contribution assumption: employee only about $362,858 at 4% or $241,905 at 6%; with 50% employer match about $241,905 at 4% or $161,270 at 6%; with 100% employer match about $181,429 at 4% or $120,953 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 50 | $5,862,099 | $725,715 | $14,514iApproximate average salary by contribution assumption: employee only about $362,858 at 4% or $241,905 at 6%; with 50% employer match about $241,905 at 4% or $161,270 at 6%; with 100% employer match about $181,429 at 4% or $120,953 at 6%. |
| 2016 | 1 | 46 | $4,399,667 | $651,592 | $14,165iApproximate average salary by contribution assumption: employee only about $354,126 at 4% or $236,084 at 6%; with 50% employer match about $236,084 at 4% or $157,389 at 6%; with 100% employer match about $177,063 at 4% or $118,042 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 46 | $4,399,667 | $651,592 | $14,165iApproximate average salary by contribution assumption: employee only about $354,126 at 4% or $236,084 at 6%; with 50% employer match about $236,084 at 4% or $157,389 at 6%; with 100% employer match about $177,063 at 4% or $118,042 at 6%. |
| 2015 | 1 | 45 | $3,561,924 | $724,907 | $16,109iApproximate average salary by contribution assumption: employee only about $402,726 at 4% or $268,484 at 6%; with 50% employer match about $268,484 at 4% or $178,989 at 6%; with 100% employer match about $201,363 at 4% or $134,242 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 45 | $3,561,924 | $724,907 | $16,109iApproximate average salary by contribution assumption: employee only about $402,726 at 4% or $268,484 at 6%; with 50% employer match about $268,484 at 4% or $178,989 at 6%; with 100% employer match about $201,363 at 4% or $134,242 at 6%. |
| 2014 | 2 | 43 | $3,752,222 | $1,149,407 | $26,730iApproximate average salary by contribution assumption: employee only about $668,260 at 4% or $445,507 at 6%; with 50% employer match about $445,507 at 4% or $297,004 at 6%; with 100% employer match about $334,130 at 4% or $222,753 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 43 | $3,752,222 | $697,519 | $16,221iApproximate average salary by contribution assumption: employee only about $405,534 at 4% or $270,356 at 6%; with 50% employer match about $270,356 at 4% or $180,237 at 6%; with 100% employer match about $202,767 at 4% or $135,178 at 6%. |
| ROBERT M. CURREY & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | $451,888 | - |
| 2013 | 2 | 31 | $4,373,069 | $952,628 | $30,730iApproximate average salary by contribution assumption: employee only about $768,248 at 4% or $512,166 at 6%; with 50% employer match about $512,166 at 4% or $341,444 at 6%; with 100% employer match about $384,124 at 4% or $256,083 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 31 | $3,144,248 | $552,628 | $17,827iApproximate average salary by contribution assumption: employee only about $445,668 at 4% or $297,112 at 6%; with 50% employer match about $297,112 at 4% or $198,075 at 6%; with 100% employer match about $222,834 at 4% or $148,556 at 6%. |
| ROBERT M. CURREY & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | - | 7 | $1,228,821 | $400,000 | $57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%. |
| 2012 | 2 | 24 | $3,434,429 | $923,232 | $38,468iApproximate average salary by contribution assumption: employee only about $961,700 at 4% or $641,133 at 6%; with 50% employer match about $641,133 at 4% or $427,422 at 6%; with 100% employer match about $480,850 at 4% or $320,567 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 24 | $2,599,824 | $510,232 | $21,260iApproximate average salary by contribution assumption: employee only about $531,492 at 4% or $354,328 at 6%; with 50% employer match about $354,328 at 4% or $236,219 at 6%; with 100% employer match about $265,746 at 4% or $177,164 at 6%. |
| ROBERT M. CURREY & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | - | 7 | $834,605 | $413,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2011 | 2 | 24 | $2,296,325 | $925,873 | $38,578iApproximate average salary by contribution assumption: employee only about $964,451 at 4% or $642,967 at 6%; with 50% employer match about $642,967 at 4% or $428,645 at 6%; with 100% employer match about $482,226 at 4% or $321,484 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 24 | $1,896,325 | $525,873 | $21,911iApproximate average salary by contribution assumption: employee only about $547,784 at 4% or $365,190 at 6%; with 50% employer match about $365,190 at 4% or $243,460 at 6%; with 100% employer match about $273,892 at 4% or $182,595 at 6%. |
| ROBERT M. CURREY & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | - | 7 | $400,000 | $400,000 | $57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%. |
| 2010 | 2 | 17 | $2,802,747 | $378,122 | $22,242iApproximate average salary by contribution assumption: employee only about $556,062 at 4% or $370,708 at 6%; with 50% employer match about $370,708 at 4% or $247,139 at 6%; with 100% employer match about $278,031 at 4% or $185,354 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 17 | $1,411,470 | $211,269 | $12,428iApproximate average salary by contribution assumption: employee only about $310,690 at 4% or $207,126 at 6%; with 50% employer match about $207,126 at 4% or $138,084 at 6%; with 100% employer match about $155,345 at 4% or $103,563 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 17 | $1,391,277 | $166,853 | $9,815iApproximate average salary by contribution assumption: employee only about $245,372 at 4% or $163,581 at 6%; with 50% employer match about $163,581 at 4% or $109,054 at 6%; with 100% employer match about $122,686 at 4% or $81,791 at 6%. |
| 2009 | 1 | 17 | $1,018,466 | $146,186 | $8,599iApproximate average salary by contribution assumption: employee only about $214,979 at 4% or $143,320 at 6%; with 50% employer match about $143,320 at 4% or $95,546 at 6%; with 100% employer match about $107,490 at 4% or $71,660 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 17 | $1,018,466 | $146,186 | $8,599iApproximate average salary by contribution assumption: employee only about $214,979 at 4% or $143,320 at 6%; with 50% employer match about $143,320 at 4% or $95,546 at 6%; with 100% employer match about $107,490 at 4% or $71,660 at 6%. |
| 2008 | 1 | 15 | $642,503 | $146,897 | $9,793iApproximate average salary by contribution assumption: employee only about $244,828 at 4% or $163,219 at 6%; with 50% employer match about $163,219 at 4% or $108,813 at 6%; with 100% employer match about $122,414 at 4% or $81,609 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 15 | $642,503 | $146,897 | $9,793iApproximate average salary by contribution assumption: employee only about $244,828 at 4% or $163,219 at 6%; with 50% employer match about $163,219 at 4% or $108,813 at 6%; with 100% employer match about $122,414 at 4% or $81,609 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2006 | 1 | 11 | $689,450 | $115,803 | $10,528iApproximate average salary by contribution assumption: employee only about $263,189 at 4% or $175,459 at 6%; with 50% employer match about $175,459 at 4% or $116,973 at 6%; with 100% employer match about $131,594 at 4% or $87,730 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 11 | $689,450 | $115,803 | $10,528iApproximate average salary by contribution assumption: employee only about $263,189 at 4% or $175,459 at 6%; with 50% employer match about $175,459 at 4% or $116,973 at 6%; with 100% employer match about $131,594 at 4% or $87,730 at 6%. |
| 2005 | 1 | 10 | $514,846 | $89,880 | $8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 10 | $514,846 | $89,880 | $8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%. |
| 2004 | 1 | 9 | $389,465 | $86,764 | $9,640iApproximate average salary by contribution assumption: employee only about $241,011 at 4% or $160,674 at 6%; with 50% employer match about $160,674 at 4% or $107,116 at 6%; with 100% employer match about $120,506 at 4% or $80,337 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 9 | $389,465 | $86,764 | $9,640iApproximate average salary by contribution assumption: employee only about $241,011 at 4% or $160,674 at 6%; with 50% employer match about $160,674 at 4% or $107,116 at 6%; with 100% employer match about $120,506 at 4% or $80,337 at 6%. |
| 2003 | 1 | 12 | $341,576 | $82,781 | $6,898iApproximate average salary by contribution assumption: employee only about $172,460 at 4% or $114,974 at 6%; with 50% employer match about $114,974 at 4% or $76,649 at 6%; with 100% employer match about $86,230 at 4% or $57,487 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 12 | $341,576 | $82,781 | $6,898iApproximate average salary by contribution assumption: employee only about $172,460 at 4% or $114,974 at 6%; with 50% employer match about $114,974 at 4% or $76,649 at 6%; with 100% employer match about $86,230 at 4% or $57,487 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 12 | - | - | - |
| 2000 | 1 | 8 | $184,379 | $57,965 | $7,246iApproximate average salary by contribution assumption: employee only about $181,141 at 4% or $120,760 at 6%; with 50% employer match about $120,760 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 8 | $184,379 | $57,965 | $7,246iApproximate average salary by contribution assumption: employee only about $181,141 at 4% or $120,760 at 6%; with 50% employer match about $120,760 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%. |
| 1999 | 1 | 8 | $155,272 | $62,077 | $7,760iApproximate average salary by contribution assumption: employee only about $193,991 at 4% or $129,327 at 6%; with 50% employer match about $129,327 at 4% or $86,218 at 6%; with 100% employer match about $96,995 at 4% or $64,664 at 6%. |
| Robert M Currey & Associates 401K Profit Sharing Plan & Trust | - | 8 | $155,272 | $62,077 | $7,760iApproximate average salary by contribution assumption: employee only about $193,991 at 4% or $129,327 at 6%; with 50% employer match about $129,327 at 4% or $86,218 at 6%; with 100% employer match about $96,995 at 4% or $64,664 at 6%. |