Civic Intelligence

Initiatives Inc

Plan context: Initiatives Inc. Retirement Plan

EIN 04-2961350 • Boston, MA • 23 filings • 4 plans

501 Boylston Street10th FloorBoston, MA 02116
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$2,346,533

2019 Contributions

$48,360

Historical Graphs

Total Assets Over Time

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

$2,571,676$1,285,838$0199920102018YearValue
$2,346,533Latest year 2018

Participants Over Time

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

1370199920092018YearValue
12Latest year 2018

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
201910$0$48,360-
Initiatives Inc. Retirement Plan-0$0$48,360-
2018112$2,346,533$88,498$7,375iApproximate average salary by contribution assumption: employee only about $184,371 at 4% or $122,914 at 6%; with 50% employer match about $122,914 at 4% or $81,943 at 6%; with 100% employer match about $92,185 at 4% or $61,457 at 6%.
Initiatives Inc. Retirement Plan-12$2,346,533$88,498$7,375iApproximate average salary by contribution assumption: employee only about $184,371 at 4% or $122,914 at 6%; with 50% employer match about $122,914 at 4% or $81,943 at 6%; with 100% employer match about $92,185 at 4% or $61,457 at 6%.
2017112$2,571,676$101,041$8,420iApproximate average salary by contribution assumption: employee only about $210,502 at 4% or $140,335 at 6%; with 50% employer match about $140,335 at 4% or $93,556 at 6%; with 100% employer match about $105,251 at 4% or $70,167 at 6%.
Initiatives Inc. Retirement Plan-12$2,571,676$101,041$8,420iApproximate average salary by contribution assumption: employee only about $210,502 at 4% or $140,335 at 6%; with 50% employer match about $140,335 at 4% or $93,556 at 6%; with 100% employer match about $105,251 at 4% or $70,167 at 6%.
2016110$2,259,822$106,219$10,622iApproximate average salary by contribution assumption: employee only about $265,548 at 4% or $177,032 at 6%; with 50% employer match about $177,032 at 4% or $118,021 at 6%; with 100% employer match about $132,774 at 4% or $88,516 at 6%.
Initiatives Inc. Retirement Plan-10$2,259,822$106,219$10,622iApproximate average salary by contribution assumption: employee only about $265,548 at 4% or $177,032 at 6%; with 50% employer match about $177,032 at 4% or $118,021 at 6%; with 100% employer match about $132,774 at 4% or $88,516 at 6%.
201519$2,035,257$137,936$15,326iApproximate average salary by contribution assumption: employee only about $383,156 at 4% or $255,437 at 6%; with 50% employer match about $255,437 at 4% or $170,291 at 6%; with 100% employer match about $191,578 at 4% or $127,719 at 6%.
Initiatives Inc. Retirement Plan-9$2,035,257$137,936$15,326iApproximate average salary by contribution assumption: employee only about $383,156 at 4% or $255,437 at 6%; with 50% employer match about $255,437 at 4% or $170,291 at 6%; with 100% employer match about $191,578 at 4% or $127,719 at 6%.
201419$2,063,888$122,568$13,619iApproximate average salary by contribution assumption: employee only about $340,467 at 4% or $226,978 at 6%; with 50% employer match about $226,978 at 4% or $151,319 at 6%; with 100% employer match about $170,233 at 4% or $113,489 at 6%.
Initiatives Inc. Retirement Plan-9$2,063,888$122,568$13,619iApproximate average salary by contribution assumption: employee only about $340,467 at 4% or $226,978 at 6%; with 50% employer match about $226,978 at 4% or $151,319 at 6%; with 100% employer match about $170,233 at 4% or $113,489 at 6%.
2013110$2,287,880$203,219$20,322iApproximate average salary by contribution assumption: employee only about $508,048 at 4% or $338,698 at 6%; with 50% employer match about $338,698 at 4% or $225,799 at 6%; with 100% employer match about $254,024 at 4% or $169,349 at 6%.
Initiatives Inc. Retirement Plan-10$2,287,880$203,219$20,322iApproximate average salary by contribution assumption: employee only about $508,048 at 4% or $338,698 at 6%; with 50% employer match about $338,698 at 4% or $225,799 at 6%; with 100% employer match about $254,024 at 4% or $169,349 at 6%.
2012113$2,132,326$213,838$16,449iApproximate average salary by contribution assumption: employee only about $411,227 at 4% or $274,151 at 6%; with 50% employer match about $274,151 at 4% or $182,768 at 6%; with 100% employer match about $205,613 at 4% or $137,076 at 6%.
Initiatives Inc. Retirement Plan-13$2,132,326$213,838$16,449iApproximate average salary by contribution assumption: employee only about $411,227 at 4% or $274,151 at 6%; with 50% employer match about $274,151 at 4% or $182,768 at 6%; with 100% employer match about $205,613 at 4% or $137,076 at 6%.
2011113$1,664,115$284,614$21,893iApproximate average salary by contribution assumption: employee only about $547,335 at 4% or $364,890 at 6%; with 50% employer match about $364,890 at 4% or $243,260 at 6%; with 100% employer match about $273,667 at 4% or $182,445 at 6%.
Initiatives Inc. Retirement Plan-13$1,664,115$284,614$21,893iApproximate average salary by contribution assumption: employee only about $547,335 at 4% or $364,890 at 6%; with 50% employer match about $364,890 at 4% or $243,260 at 6%; with 100% employer match about $273,667 at 4% or $182,445 at 6%.
2010111$1,540,781$94,208$8,564iApproximate average salary by contribution assumption: employee only about $214,109 at 4% or $142,739 at 6%; with 50% employer match about $142,739 at 4% or $95,160 at 6%; with 100% employer match about $107,055 at 4% or $71,370 at 6%.
Initiatives Inc. Retirement Plan-11$1,540,781$94,208$8,564iApproximate average salary by contribution assumption: employee only about $214,109 at 4% or $142,739 at 6%; with 50% employer match about $142,739 at 4% or $95,160 at 6%; with 100% employer match about $107,055 at 4% or $71,370 at 6%.
200919$1,258,245$176,119$19,569iApproximate average salary by contribution assumption: employee only about $489,219 at 4% or $326,146 at 6%; with 50% employer match about $326,146 at 4% or $217,431 at 6%; with 100% employer match about $244,610 at 4% or $163,073 at 6%.
Initiatives Inc. Retirement Plan-9$1,258,245$176,119$19,569iApproximate average salary by contribution assumption: employee only about $489,219 at 4% or $326,146 at 6%; with 50% employer match about $326,146 at 4% or $217,431 at 6%; with 100% employer match about $244,610 at 4% or $163,073 at 6%.
200818$931,419$237,374$29,672iApproximate average salary by contribution assumption: employee only about $741,794 at 4% or $494,529 at 6%; with 50% employer match about $494,529 at 4% or $329,686 at 6%; with 100% employer match about $370,897 at 4% or $247,265 at 6%.
Initiatives Inc. Retirement Plan-8$931,419$237,374$29,672iApproximate average salary by contribution assumption: employee only about $741,794 at 4% or $494,529 at 6%; with 50% employer match about $494,529 at 4% or $329,686 at 6%; with 100% employer match about $370,897 at 4% or $247,265 at 6%.
200716$0$0-
Initiatives Inc. Retirement Plan-6---
200616$808,986$123,302$20,550iApproximate average salary by contribution assumption: employee only about $513,758 at 4% or $342,506 at 6%; with 50% employer match about $342,506 at 4% or $228,337 at 6%; with 100% employer match about $256,879 at 4% or $171,253 at 6%.
Initiatives Inc. Retirement Plan-6$808,986$123,302$20,550iApproximate average salary by contribution assumption: employee only about $513,758 at 4% or $342,506 at 6%; with 50% employer match about $342,506 at 4% or $228,337 at 6%; with 100% employer match about $256,879 at 4% or $171,253 at 6%.
200517$658,908$182,516$26,074iApproximate average salary by contribution assumption: employee only about $651,843 at 4% or $434,562 at 6%; with 50% employer match about $434,562 at 4% or $289,708 at 6%; with 100% employer match about $325,921 at 4% or $217,281 at 6%.
Initiatives Inc. Retirement Plan-7$658,908$182,516$26,074iApproximate average salary by contribution assumption: employee only about $651,843 at 4% or $434,562 at 6%; with 50% employer match about $434,562 at 4% or $289,708 at 6%; with 100% employer match about $325,921 at 4% or $217,281 at 6%.
200415$422,251$108,066$21,613iApproximate average salary by contribution assumption: employee only about $540,330 at 4% or $360,220 at 6%; with 50% employer match about $360,220 at 4% or $240,147 at 6%; with 100% employer match about $270,165 at 4% or $180,110 at 6%.
Initiatives Inc. Retirement Plan-5$422,251$108,066$21,613iApproximate average salary by contribution assumption: employee only about $540,330 at 4% or $360,220 at 6%; with 50% employer match about $360,220 at 4% or $240,147 at 6%; with 100% employer match about $270,165 at 4% or $180,110 at 6%.
200316$296,607$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Initiatives Inc. Retirement Plan-6$296,607$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
200215$232,826$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Initiatives Inc. Retirement Plan-5$232,826$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200114$0$0-
Initiatives Inc. Retirement Plan-4---
200027$208,712$202,272$28,896iApproximate average salary by contribution assumption: employee only about $722,400 at 4% or $481,600 at 6%; with 50% employer match about $481,600 at 4% or $321,067 at 6%; with 100% employer match about $361,200 at 4% or $240,800 at 6%.
INITIATIVES, INC. RETIREMENT PLAN-7$208,712$202,272$28,896iApproximate average salary by contribution assumption: employee only about $722,400 at 4% or $481,600 at 6%; with 50% employer match about $481,600 at 4% or $321,067 at 6%; with 100% employer match about $361,200 at 4% or $240,800 at 6%.
Initiatives Inc Money Purchase Pension Plan-0---
199925$215,165$27,827$5,565iApproximate average salary by contribution assumption: employee only about $139,135 at 4% or $92,757 at 6%; with 50% employer match about $92,757 at 4% or $61,838 at 6%; with 100% employer match about $69,568 at 4% or $46,378 at 6%.
Initiatives Inc Money Purchase Pension Plan-3$195,956$8,618$2,873iApproximate average salary by contribution assumption: employee only about $71,817 at 4% or $47,878 at 6%; with 50% employer match about $47,878 at 4% or $31,919 at 6%; with 100% employer match about $35,908 at 4% or $23,939 at 6%.
Initiatives Inc. Retirement Plan-5$19,209$19,209$3,842iApproximate average salary by contribution assumption: employee only about $96,045 at 4% or $64,030 at 6%; with 50% employer match about $64,030 at 4% or $42,687 at 6%; with 100% employer match about $48,023 at 4% or $32,015 at 6%.