Civic Intelligence

Fineberg Management Inc.

Plan context: Fineberg Management Inc. Employees 401(K) Plan

EIN 04-2988213 • Wellesley, MA • 16 filings • 1 plans

One Washington StreetSuite 400Wellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$7,596,358

2024 Contributions

$521,280

Historical Graphs

Total Assets Over Time

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

$7,596,358$3,798,179$0200920172024YearValue
$7,596,358Latest year 2024

Participants Over Time

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

62310200920172024YearValue
45Latest year 2024

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
2024145$7,596,358$521,280$11,584iApproximate average salary by contribution assumption: employee only about $289,600 at 4% or $193,067 at 6%; with 50% employer match about $193,067 at 4% or $128,711 at 6%; with 100% employer match about $144,800 at 4% or $96,533 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-45$7,596,358$521,280$11,584iApproximate average salary by contribution assumption: employee only about $289,600 at 4% or $193,067 at 6%; with 50% employer match about $193,067 at 4% or $128,711 at 6%; with 100% employer match about $144,800 at 4% or $96,533 at 6%.
2023145$6,447,753$346,645$7,703iApproximate average salary by contribution assumption: employee only about $192,581 at 4% or $128,387 at 6%; with 50% employer match about $128,387 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,194 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-45$6,447,753$346,645$7,703iApproximate average salary by contribution assumption: employee only about $192,581 at 4% or $128,387 at 6%; with 50% employer match about $128,387 at 4% or $85,591 at 6%; with 100% employer match about $96,290 at 4% or $64,194 at 6%.
2022147$5,346,012$303,009$6,447iApproximate average salary by contribution assumption: employee only about $161,175 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-47$5,346,012$303,009$6,447iApproximate average salary by contribution assumption: employee only about $161,175 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
2021147$6,340,195$303,371$6,455iApproximate average salary by contribution assumption: employee only about $161,368 at 4% or $107,578 at 6%; with 50% employer match about $107,578 at 4% or $71,719 at 6%; with 100% employer match about $80,684 at 4% or $53,789 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-47$6,340,195$303,371$6,455iApproximate average salary by contribution assumption: employee only about $161,368 at 4% or $107,578 at 6%; with 50% employer match about $107,578 at 4% or $71,719 at 6%; with 100% employer match about $80,684 at 4% or $53,789 at 6%.
2020154$5,620,691$311,533$5,769iApproximate average salary by contribution assumption: employee only about $144,228 at 4% or $96,152 at 6%; with 50% employer match about $96,152 at 4% or $64,101 at 6%; with 100% employer match about $72,114 at 4% or $48,076 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-54$5,620,691$311,533$5,769iApproximate average salary by contribution assumption: employee only about $144,228 at 4% or $96,152 at 6%; with 50% employer match about $96,152 at 4% or $64,101 at 6%; with 100% employer match about $72,114 at 4% or $48,076 at 6%.
2019156$4,587,354$325,997$5,821iApproximate average salary by contribution assumption: employee only about $145,534 at 4% or $97,023 at 6%; with 50% employer match about $97,023 at 4% or $64,682 at 6%; with 100% employer match about $72,767 at 4% or $48,511 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-56$4,587,354$325,997$5,821iApproximate average salary by contribution assumption: employee only about $145,534 at 4% or $97,023 at 6%; with 50% employer match about $97,023 at 4% or $64,682 at 6%; with 100% employer match about $72,767 at 4% or $48,511 at 6%.
2018159$3,761,219$282,285$4,784iApproximate average salary by contribution assumption: employee only about $119,612 at 4% or $79,742 at 6%; with 50% employer match about $79,742 at 4% or $53,161 at 6%; with 100% employer match about $59,806 at 4% or $39,871 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-59$3,761,219$282,285$4,784iApproximate average salary by contribution assumption: employee only about $119,612 at 4% or $79,742 at 6%; with 50% employer match about $79,742 at 4% or $53,161 at 6%; with 100% employer match about $59,806 at 4% or $39,871 at 6%.
2017151$4,015,344$300,534$5,893iApproximate average salary by contribution assumption: employee only about $147,321 at 4% or $98,214 at 6%; with 50% employer match about $98,214 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-51$4,015,344$300,534$5,893iApproximate average salary by contribution assumption: employee only about $147,321 at 4% or $98,214 at 6%; with 50% employer match about $98,214 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%.
2016157$3,307,543$171,571$3,010iApproximate average salary by contribution assumption: employee only about $75,250 at 4% or $50,167 at 6%; with 50% employer match about $50,167 at 4% or $33,445 at 6%; with 100% employer match about $37,625 at 4% or $25,083 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-57$3,307,543$171,571$3,010iApproximate average salary by contribution assumption: employee only about $75,250 at 4% or $50,167 at 6%; with 50% employer match about $50,167 at 4% or $33,445 at 6%; with 100% employer match about $37,625 at 4% or $25,083 at 6%.
2015156$3,255,733$182,673$3,262iApproximate average salary by contribution assumption: employee only about $81,550 at 4% or $54,367 at 6%; with 50% employer match about $54,367 at 4% or $36,245 at 6%; with 100% employer match about $40,775 at 4% or $27,183 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-56$3,255,733$182,673$3,262iApproximate average salary by contribution assumption: employee only about $81,550 at 4% or $54,367 at 6%; with 50% employer match about $54,367 at 4% or $36,245 at 6%; with 100% employer match about $40,775 at 4% or $27,183 at 6%.
2014157$3,096,040$171,394$3,007iApproximate average salary by contribution assumption: employee only about $75,173 at 4% or $50,115 at 6%; with 50% employer match about $50,115 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,058 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-57$3,096,040$171,394$3,007iApproximate average salary by contribution assumption: employee only about $75,173 at 4% or $50,115 at 6%; with 50% employer match about $50,115 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,058 at 6%.
2013158$2,872,931$182,880$3,153iApproximate average salary by contribution assumption: employee only about $78,828 at 4% or $52,552 at 6%; with 50% employer match about $52,552 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-58$2,872,931$182,880$3,153iApproximate average salary by contribution assumption: employee only about $78,828 at 4% or $52,552 at 6%; with 50% employer match about $52,552 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
2012162$2,343,684$156,804$2,529iApproximate average salary by contribution assumption: employee only about $63,227 at 4% or $42,152 at 6%; with 50% employer match about $42,152 at 4% or $28,101 at 6%; with 100% employer match about $31,614 at 4% or $21,076 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-62$2,343,684$156,804$2,529iApproximate average salary by contribution assumption: employee only about $63,227 at 4% or $42,152 at 6%; with 50% employer match about $42,152 at 4% or $28,101 at 6%; with 100% employer match about $31,614 at 4% or $21,076 at 6%.
2011128$2,320,592$148,691$5,310iApproximate average salary by contribution assumption: employee only about $132,760 at 4% or $88,507 at 6%; with 50% employer match about $88,507 at 4% or $59,004 at 6%; with 100% employer match about $66,380 at 4% or $44,253 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-28$2,320,592$148,691$5,310iApproximate average salary by contribution assumption: employee only about $132,760 at 4% or $88,507 at 6%; with 50% employer match about $88,507 at 4% or $59,004 at 6%; with 100% employer match about $66,380 at 4% or $44,253 at 6%.
2010137$2,478,408$145,910$3,944iApproximate average salary by contribution assumption: employee only about $98,588 at 4% or $65,725 at 6%; with 50% employer match about $65,725 at 4% or $43,817 at 6%; with 100% employer match about $49,294 at 4% or $32,863 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-37$2,478,408$145,910$3,944iApproximate average salary by contribution assumption: employee only about $98,588 at 4% or $65,725 at 6%; with 50% employer match about $65,725 at 4% or $43,817 at 6%; with 100% employer match about $49,294 at 4% or $32,863 at 6%.
2009138$2,653,139$147,878$3,892iApproximate average salary by contribution assumption: employee only about $97,288 at 4% or $64,859 at 6%; with 50% employer match about $64,859 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,429 at 6%.
Fineberg Management Inc. Employees 401(K) Plan-38$2,653,139$147,878$3,892iApproximate average salary by contribution assumption: employee only about $97,288 at 4% or $64,859 at 6%; with 50% employer match about $64,859 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,429 at 6%.