Civic Intelligence

Ampersand Venture Management Trust

Plan context: Ampersand Venture Management Trust 401(K) Plan

EIN 04-2988122 • Wellesley, MA • 8 filings • 3 plans

55 William StreetWellesley, MA 02481
Current Snapshot

Latest Year

2009

2009 Participants

23

2009 Assets

$6,696,820

2009 Contributions

$841,349

Historical Graphs

Total Assets Over Time

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

$7,323,112$3,661,556$0200020062009YearValue
$6,696,820Latest year 2009

Participants Over Time

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

23120200020062009YearValue
23Latest year 2009

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
2009123$6,696,820$841,349$36,580iApproximate average salary by contribution assumption: employee only about $914,510 at 4% or $609,673 at 6%; with 50% employer match about $609,673 at 4% or $406,449 at 6%; with 100% employer match about $457,255 at 4% or $304,837 at 6%.
Ampersand Venture Management Trust 401(K) Plan-23$6,696,820$841,349$36,580iApproximate average salary by contribution assumption: employee only about $914,510 at 4% or $609,673 at 6%; with 50% employer match about $609,673 at 4% or $406,449 at 6%; with 100% employer match about $457,255 at 4% or $304,837 at 6%.
2008123$5,368,519$897,990$39,043iApproximate average salary by contribution assumption: employee only about $976,076 at 4% or $650,717 at 6%; with 50% employer match about $650,717 at 4% or $433,812 at 6%; with 100% employer match about $488,038 at 4% or $325,359 at 6%.
Ampersand Venture Management Trust 401(K) Plan-23$5,368,519$897,990$39,043iApproximate average salary by contribution assumption: employee only about $976,076 at 4% or $650,717 at 6%; with 50% employer match about $650,717 at 4% or $433,812 at 6%; with 100% employer match about $488,038 at 4% or $325,359 at 6%.
2007120$7,323,112$780,675$39,034iApproximate average salary by contribution assumption: employee only about $975,844 at 4% or $650,563 at 6%; with 50% employer match about $650,563 at 4% or $433,708 at 6%; with 100% employer match about $487,922 at 4% or $325,281 at 6%.
Ampersand Venture Management Trust 401(K) Plan-20$7,323,112$780,675$39,034iApproximate average salary by contribution assumption: employee only about $975,844 at 4% or $650,563 at 6%; with 50% employer match about $650,563 at 4% or $433,708 at 6%; with 100% employer match about $487,922 at 4% or $325,281 at 6%.
2006120$6,243,826$851,723$42,586iApproximate average salary by contribution assumption: employee only about $1,064,654 at 4% or $709,769 at 6%; with 50% employer match about $709,769 at 4% or $473,179 at 6%; with 100% employer match about $532,327 at 4% or $354,885 at 6%.
Ampersand Venture Management Trust 401(K) Plan-20$6,243,826$851,723$42,586iApproximate average salary by contribution assumption: employee only about $1,064,654 at 4% or $709,769 at 6%; with 50% employer match about $709,769 at 4% or $473,179 at 6%; with 100% employer match about $532,327 at 4% or $354,885 at 6%.
2005121$5,249,986$711,251$33,869iApproximate average salary by contribution assumption: employee only about $846,727 at 4% or $564,485 at 6%; with 50% employer match about $564,485 at 4% or $376,323 at 6%; with 100% employer match about $423,364 at 4% or $282,242 at 6%.
Ampersand Venture Management Trust 401(K) Plan-21$5,249,986$711,251$33,869iApproximate average salary by contribution assumption: employee only about $846,727 at 4% or $564,485 at 6%; with 50% employer match about $564,485 at 4% or $376,323 at 6%; with 100% employer match about $423,364 at 4% or $282,242 at 6%.
2004117$4,176,124$712,197$41,894iApproximate average salary by contribution assumption: employee only about $1,047,349 at 4% or $698,232 at 6%; with 50% employer match about $698,232 at 4% or $465,488 at 6%; with 100% employer match about $523,674 at 4% or $349,116 at 6%.
Ampersand Venture Management Trust 401(K) Plan-17$4,176,124$712,197$41,894iApproximate average salary by contribution assumption: employee only about $1,047,349 at 4% or $698,232 at 6%; with 50% employer match about $698,232 at 4% or $465,488 at 6%; with 100% employer match about $523,674 at 4% or $349,116 at 6%.
2003121$3,104,896$890,069$42,384iApproximate average salary by contribution assumption: employee only about $1,059,606 at 4% or $706,404 at 6%; with 50% employer match about $706,404 at 4% or $470,936 at 6%; with 100% employer match about $529,803 at 4% or $353,202 at 6%.
Ampersand Venture Management Trust 401(K) Plan-21$3,104,896$890,069$42,384iApproximate average salary by contribution assumption: employee only about $1,059,606 at 4% or $706,404 at 6%; with 50% employer match about $706,404 at 4% or $470,936 at 6%; with 100% employer match about $529,803 at 4% or $353,202 at 6%.
2000119$2,360,730$358,892$18,889iApproximate average salary by contribution assumption: employee only about $472,226 at 4% or $314,818 at 6%; with 50% employer match about $314,818 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,409 at 6%.
Ampersand Venture Management Trust 401(K) Plan-19$2,360,730$358,892$18,889iApproximate average salary by contribution assumption: employee only about $472,226 at 4% or $314,818 at 6%; with 50% employer match about $314,818 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,409 at 6%.