Affirmative Investments Inc.
Plan context: Affirmative Investments Inc. Retirement Plan
EIN 04-2968457 • Boston, MA • 41 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
9
2022 Assets
$1,538,157
2022 Contributions
$133,955
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 9 | $1,538,157 | $133,955 | $14,884iApproximate average salary by contribution assumption: employee only about $372,097 at 4% or $248,065 at 6%; with 50% employer match about $248,065 at 4% or $165,377 at 6%; with 100% employer match about $186,049 at 4% or $124,032 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 9 | $1,538,157 | $133,955 | $14,884iApproximate average salary by contribution assumption: employee only about $372,097 at 4% or $248,065 at 6%; with 50% employer match about $248,065 at 4% or $165,377 at 6%; with 100% employer match about $186,049 at 4% or $124,032 at 6%. |
| 2021 | 1 | 10 | $1,877,661 | $144,877 | $14,488iApproximate average salary by contribution assumption: employee only about $362,193 at 4% or $241,462 at 6%; with 50% employer match about $241,462 at 4% or $160,974 at 6%; with 100% employer match about $181,096 at 4% or $120,731 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 10 | $1,877,661 | $144,877 | $14,488iApproximate average salary by contribution assumption: employee only about $362,193 at 4% or $241,462 at 6%; with 50% employer match about $241,462 at 4% or $160,974 at 6%; with 100% employer match about $181,096 at 4% or $120,731 at 6%. |
| 2020 | 1 | 10 | $1,538,625 | $27,771 | $2,777iApproximate average salary by contribution assumption: employee only about $69,428 at 4% or $46,285 at 6%; with 50% employer match about $46,285 at 4% or $30,857 at 6%; with 100% employer match about $34,714 at 4% or $23,143 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 10 | $1,538,625 | $27,771 | $2,777iApproximate average salary by contribution assumption: employee only about $69,428 at 4% or $46,285 at 6%; with 50% employer match about $46,285 at 4% or $30,857 at 6%; with 100% employer match about $34,714 at 4% or $23,143 at 6%. |
| 2019 | 1 | 11 | $1,458,999 | $125,779 | $11,434iApproximate average salary by contribution assumption: employee only about $285,861 at 4% or $190,574 at 6%; with 50% employer match about $190,574 at 4% or $127,049 at 6%; with 100% employer match about $142,931 at 4% or $95,287 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 11 | $1,458,999 | $125,779 | $11,434iApproximate average salary by contribution assumption: employee only about $285,861 at 4% or $190,574 at 6%; with 50% employer match about $190,574 at 4% or $127,049 at 6%; with 100% employer match about $142,931 at 4% or $95,287 at 6%. |
| 2018 | 2 | 10 | $1,095,686 | $124,333 | $12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,416 at 4% or $103,611 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 10 | $1,095,686 | $124,333 | $12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,416 at 4% or $103,611 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 13 | $4,718,615 | $105,004 | $8,077iApproximate average salary by contribution assumption: employee only about $201,931 at 4% or $134,621 at 6%; with 50% employer match about $134,621 at 4% or $89,747 at 6%; with 100% employer match about $100,965 at 4% or $67,310 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 9 | $3,594,511 | $0 | - |
| Affirmative Investments Inc. Retirement Plan | - | 13 | $1,124,104 | $105,004 | $8,077iApproximate average salary by contribution assumption: employee only about $201,931 at 4% or $134,621 at 6%; with 50% employer match about $134,621 at 4% or $89,747 at 6%; with 100% employer match about $100,965 at 4% or $67,310 at 6%. |
| 2016 | 2 | 14 | $4,078,602 | $100,975 | $7,213iApproximate average salary by contribution assumption: employee only about $180,313 at 4% or $120,208 at 6%; with 50% employer match about $120,208 at 4% or $80,139 at 6%; with 100% employer match about $90,156 at 4% or $60,104 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 11 | $3,182,400 | $0 | - |
| Affirmative Investments Inc. Retirement Plan | - | 14 | $896,202 | $100,975 | $7,213iApproximate average salary by contribution assumption: employee only about $180,313 at 4% or $120,208 at 6%; with 50% employer match about $120,208 at 4% or $80,139 at 6%; with 100% employer match about $90,156 at 4% or $60,104 at 6%. |
| 2015 | 2 | 15 | $3,753,819 | $110,404 | $7,360iApproximate average salary by contribution assumption: employee only about $184,007 at 4% or $122,671 at 6%; with 50% employer match about $122,671 at 4% or $81,781 at 6%; with 100% employer match about $92,003 at 4% or $61,336 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 10 | $3,010,794 | $0 | - |
| Affirmative Investments Inc. Retirement Plan | - | 15 | $743,025 | $110,404 | $7,360iApproximate average salary by contribution assumption: employee only about $184,007 at 4% or $122,671 at 6%; with 50% employer match about $122,671 at 4% or $81,781 at 6%; with 100% employer match about $92,003 at 4% or $61,336 at 6%. |
| 2014 | 2 | 12 | $3,635,092 | $17,500 | $1,458iApproximate average salary by contribution assumption: employee only about $36,458 at 4% or $24,306 at 6%; with 50% employer match about $24,306 at 4% or $16,204 at 6%; with 100% employer match about $18,229 at 4% or $12,153 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 8 | $2,970,561 | $0 | - |
| Affirmative Investments Inc. Retirement Plan | - | 12 | $664,531 | $17,500 | $1,458iApproximate average salary by contribution assumption: employee only about $36,458 at 4% or $24,306 at 6%; with 50% employer match about $24,306 at 4% or $16,204 at 6%; with 100% employer match about $18,229 at 4% or $12,153 at 6%. |
| 2013 | 2 | 12 | $3,872,851 | $150,480 | $12,540iApproximate average salary by contribution assumption: employee only about $313,500 at 4% or $209,000 at 6%; with 50% employer match about $209,000 at 4% or $139,333 at 6%; with 100% employer match about $156,750 at 4% or $104,500 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 10 | $3,264,368 | $146,000 | $14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 12 | $608,483 | $4,480 | $373iApproximate average salary by contribution assumption: employee only about $9,333 at 4% or $6,222 at 6%; with 50% employer match about $6,222 at 4% or $4,148 at 6%; with 100% employer match about $4,667 at 4% or $3,111 at 6%. |
| 2012 | 2 | 12 | $3,113,792 | $147,380 | $12,282iApproximate average salary by contribution assumption: employee only about $307,042 at 4% or $204,694 at 6%; with 50% employer match about $204,694 at 4% or $136,463 at 6%; with 100% employer match about $153,521 at 4% or $102,347 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 4 | $2,617,229 | $144,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 12 | $496,563 | $3,380 | $282iApproximate average salary by contribution assumption: employee only about $7,042 at 4% or $4,694 at 6%; with 50% employer match about $4,694 at 4% or $3,130 at 6%; with 100% employer match about $3,521 at 4% or $2,347 at 6%. |
| 2011 | 2 | 11 | $2,680,245 | $203,600 | $18,509iApproximate average salary by contribution assumption: employee only about $462,727 at 4% or $308,485 at 6%; with 50% employer match about $308,485 at 4% or $205,657 at 6%; with 100% employer match about $231,364 at 4% or $154,242 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 3 | $2,232,745 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 11 | $447,500 | $3,600 | $327iApproximate average salary by contribution assumption: employee only about $8,182 at 4% or $5,455 at 6%; with 50% employer match about $5,455 at 4% or $3,636 at 6%; with 100% employer match about $4,091 at 4% or $2,727 at 6%. |
| 2010 | 2 | 10 | $2,493,367 | $317,972 | $31,797iApproximate average salary by contribution assumption: employee only about $794,930 at 4% or $529,953 at 6%; with 50% employer match about $529,953 at 4% or $353,302 at 6%; with 100% employer match about $397,465 at 4% or $264,977 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 3 | $2,040,831 | $311,372 | $103,791iApproximate average salary by contribution assumption: employee only about $2,594,767 at 4% or $1,729,844 at 6%; with 50% employer match about $1,729,844 at 4% or $1,153,230 at 6%; with 100% employer match about $1,297,383 at 4% or $864,922 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 10 | $452,536 | $6,600 | $660iApproximate average salary by contribution assumption: employee only about $16,500 at 4% or $11,000 at 6%; with 50% employer match about $11,000 at 4% or $7,333 at 6%; with 100% employer match about $8,250 at 4% or $5,500 at 6%. |
| 2009 | 2 | 10 | $2,074,331 | $170,870 | $17,087iApproximate average salary by contribution assumption: employee only about $427,175 at 4% or $284,783 at 6%; with 50% employer match about $284,783 at 4% or $189,856 at 6%; with 100% employer match about $213,588 at 4% or $142,392 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 4 | $1,588,548 | $153,020 | $38,255iApproximate average salary by contribution assumption: employee only about $956,375 at 4% or $637,583 at 6%; with 50% employer match about $637,583 at 4% or $425,056 at 6%; with 100% employer match about $478,188 at 4% or $318,792 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 10 | $485,783 | $17,850 | $1,785iApproximate average salary by contribution assumption: employee only about $44,625 at 4% or $29,750 at 6%; with 50% employer match about $29,750 at 4% or $19,833 at 6%; with 100% employer match about $22,313 at 4% or $14,875 at 6%. |
| 2008 | 2 | 6 | $1,666,091 | $215,917 | $35,986iApproximate average salary by contribution assumption: employee only about $899,654 at 4% or $599,769 at 6%; with 50% employer match about $599,769 at 4% or $399,846 at 6%; with 100% employer match about $449,827 at 4% or $299,885 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 5 | $1,238,382 | $194,859 | $38,972iApproximate average salary by contribution assumption: employee only about $974,295 at 4% or $649,530 at 6%; with 50% employer match about $649,530 at 4% or $433,020 at 6%; with 100% employer match about $487,148 at 4% or $324,765 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 6 | $427,709 | $21,058 | $3,510iApproximate average salary by contribution assumption: employee only about $87,742 at 4% or $58,494 at 6%; with 50% employer match about $58,494 at 4% or $38,996 at 6%; with 100% employer match about $43,871 at 4% or $29,247 at 6%. |
| 2007 | 2 | 6 | $631,613 | $19,090 | $3,182iApproximate average salary by contribution assumption: employee only about $79,542 at 4% or $53,028 at 6%; with 50% employer match about $53,028 at 4% or $35,352 at 6%; with 100% employer match about $39,771 at 4% or $26,514 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 6 | $631,613 | $19,090 | $3,182iApproximate average salary by contribution assumption: employee only about $79,542 at 4% or $53,028 at 6%; with 50% employer match about $53,028 at 4% or $35,352 at 6%; with 100% employer match about $39,771 at 4% or $26,514 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2006 | 2 | 6 | $1,639,489 | $185,451 | $30,909iApproximate average salary by contribution assumption: employee only about $772,713 at 4% or $515,142 at 6%; with 50% employer match about $515,142 at 4% or $343,428 at 6%; with 100% employer match about $386,356 at 4% or $257,571 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 5 | $1,056,654 | $169,555 | $33,911iApproximate average salary by contribution assumption: employee only about $847,775 at 4% or $565,183 at 6%; with 50% employer match about $565,183 at 4% or $376,789 at 6%; with 100% employer match about $423,888 at 4% or $282,592 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 6 | $582,835 | $15,896 | $2,649iApproximate average salary by contribution assumption: employee only about $66,233 at 4% or $44,156 at 6%; with 50% employer match about $44,156 at 4% or $29,437 at 6%; with 100% employer match about $33,117 at 4% or $22,078 at 6%. |
| 2005 | 2 | 6 | $1,387,691 | $179,995 | $29,999iApproximate average salary by contribution assumption: employee only about $749,979 at 4% or $499,986 at 6%; with 50% employer match about $499,986 at 4% or $333,324 at 6%; with 100% employer match about $374,990 at 4% or $249,993 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 4 | $806,445 | $150,027 | $37,507iApproximate average salary by contribution assumption: employee only about $937,669 at 4% or $625,113 at 6%; with 50% employer match about $625,113 at 4% or $416,742 at 6%; with 100% employer match about $468,834 at 4% or $312,556 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 6 | $581,246 | $29,968 | $4,995iApproximate average salary by contribution assumption: employee only about $124,867 at 4% or $83,244 at 6%; with 50% employer match about $83,244 at 4% or $55,496 at 6%; with 100% employer match about $62,433 at 4% or $41,622 at 6%. |
| 2004 | 2 | 8 | $1,424,956 | $192,034 | $24,004iApproximate average salary by contribution assumption: employee only about $600,106 at 4% or $400,071 at 6%; with 50% employer match about $400,071 at 4% or $266,714 at 6%; with 100% employer match about $300,053 at 4% or $200,035 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 8 | $796,238 | $11,000 | $1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 4 | $628,718 | $181,034 | $45,259iApproximate average salary by contribution assumption: employee only about $1,131,463 at 4% or $754,308 at 6%; with 50% employer match about $754,308 at 4% or $502,872 at 6%; with 100% employer match about $565,731 at 4% or $377,154 at 6%. |
| 2003 | 2 | 8 | $1,136,266 | $184,079 | $23,010iApproximate average salary by contribution assumption: employee only about $575,247 at 4% or $383,498 at 6%; with 50% employer match about $383,498 at 4% or $255,665 at 6%; with 100% employer match about $287,623 at 4% or $191,749 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 8 | $718,136 | $29,200 | $3,650iApproximate average salary by contribution assumption: employee only about $91,250 at 4% or $60,833 at 6%; with 50% employer match about $60,833 at 4% or $40,556 at 6%; with 100% employer match about $45,625 at 4% or $30,417 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 6 | $418,130 | $154,879 | $25,813iApproximate average salary by contribution assumption: employee only about $645,329 at 4% or $430,219 at 6%; with 50% employer match about $430,219 at 4% or $286,813 at 6%; with 100% employer match about $322,665 at 4% or $215,110 at 6%. |
| 2002 | 2 | 7 | $576,214 | $8,492 | $1,213iApproximate average salary by contribution assumption: employee only about $30,329 at 4% or $20,219 at 6%; with 50% employer match about $20,219 at 4% or $13,479 at 6%; with 100% employer match about $15,164 at 4% or $10,110 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 7 | $576,214 | $8,492 | $1,213iApproximate average salary by contribution assumption: employee only about $30,329 at 4% or $20,219 at 6%; with 50% employer match about $20,219 at 4% or $13,479 at 6%; with 100% employer match about $15,164 at 4% or $10,110 at 6%. |
| Affirmative Investments Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2001 | 1 | 7 | $639,414 | $65,171 | $9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 7 | $639,414 | $65,171 | $9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%. |
| 2000 | 1 | 7 | $619,887 | $97,189 | $13,884iApproximate average salary by contribution assumption: employee only about $347,104 at 4% or $231,402 at 6%; with 50% employer match about $231,402 at 4% or $154,268 at 6%; with 100% employer match about $173,552 at 4% or $115,701 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 7 | $619,887 | $97,189 | $13,884iApproximate average salary by contribution assumption: employee only about $347,104 at 4% or $231,402 at 6%; with 50% employer match about $231,402 at 4% or $154,268 at 6%; with 100% employer match about $173,552 at 4% or $115,701 at 6%. |
| 1999 | 1 | 6 | $593,216 | $87,544 | $14,591iApproximate average salary by contribution assumption: employee only about $364,767 at 4% or $243,178 at 6%; with 50% employer match about $243,178 at 4% or $162,119 at 6%; with 100% employer match about $182,383 at 4% or $121,589 at 6%. |
| Affirmative Investments Inc. Retirement Plan | - | 6 | $593,216 | $87,544 | $14,591iApproximate average salary by contribution assumption: employee only about $364,767 at 4% or $243,178 at 6%; with 50% employer match about $243,178 at 4% or $162,119 at 6%; with 100% employer match about $182,383 at 4% or $121,589 at 6%. |