Civic Intelligence

Kaloutas & Company Inc.

Plan context: National Benefit 401-Pw Plan

EIN 04-3018131 • Peabody, MA • 30 filings • 10 plans

11 Railroad AvePeabody, MA 01960
Current Snapshot

Latest Year

2024

2024 Participants

205

2024 Assets

$6,153,123

2024 Contributions

$790,556

Historical Graphs

Total Assets Over Time

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

$6,153,123$3,076,562$0199920142024YearValue
$6,153,123Latest year 2024

Participants Over Time

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

2051030199920122024YearValue
205Latest 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
20242205$6,153,123$790,556$3,856iApproximate average salary by contribution assumption: employee only about $96,409 at 4% or $64,273 at 6%; with 50% employer match about $64,273 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,136 at 6%.
National Benefit 401-Pw Plan-132$6,153,123$790,556$5,989iApproximate average salary by contribution assumption: employee only about $149,727 at 4% or $99,818 at 6%; with 50% employer match about $99,818 at 4% or $66,545 at 6%; with 100% employer match about $74,863 at 4% or $49,909 at 6%.
Kaloutas Group Benefit Plan-205---
20232127$5,166,929$871,687$6,864iApproximate average salary by contribution assumption: employee only about $171,592 at 4% or $114,395 at 6%; with 50% employer match about $114,395 at 4% or $76,263 at 6%; with 100% employer match about $85,796 at 4% or $57,197 at 6%.
National Benefit 401-Pw Plan-126$5,166,929$871,687$6,918iApproximate average salary by contribution assumption: employee only about $172,954 at 4% or $115,303 at 6%; with 50% employer match about $115,303 at 4% or $76,868 at 6%; with 100% employer match about $86,477 at 4% or $57,651 at 6%.
Kaloutas Group Benefit Plan-127---
20222143$3,956,629$786,859$5,503iApproximate average salary by contribution assumption: employee only about $137,563 at 4% or $91,709 at 6%; with 50% employer match about $91,709 at 4% or $61,139 at 6%; with 100% employer match about $68,781 at 4% or $45,854 at 6%.
National Benefit 401-Pw Plan-133$3,956,629$786,859$5,916iApproximate average salary by contribution assumption: employee only about $147,906 at 4% or $98,604 at 6%; with 50% employer match about $98,604 at 4% or $65,736 at 6%; with 100% employer match about $73,953 at 4% or $49,302 at 6%.
Kaloutas Group Benefit Plan-143---
20211120$4,181,347$633,155$5,276iApproximate average salary by contribution assumption: employee only about $131,907 at 4% or $87,938 at 6%; with 50% employer match about $87,938 at 4% or $58,625 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
National Benefit 401-Pw Plan-120$4,181,347$633,155$5,276iApproximate average salary by contribution assumption: employee only about $131,907 at 4% or $87,938 at 6%; with 50% employer match about $87,938 at 4% or $58,625 at 6%; with 100% employer match about $65,954 at 4% or $43,969 at 6%.
20201124$3,198,357$546,935$4,411iApproximate average salary by contribution assumption: employee only about $110,269 at 4% or $73,513 at 6%; with 50% employer match about $73,513 at 4% or $49,009 at 6%; with 100% employer match about $55,135 at 4% or $36,756 at 6%.
National Benefit 401-Pw Plan-124$3,198,357$546,935$4,411iApproximate average salary by contribution assumption: employee only about $110,269 at 4% or $73,513 at 6%; with 50% employer match about $73,513 at 4% or $49,009 at 6%; with 100% employer match about $55,135 at 4% or $36,756 at 6%.
20191124$2,389,968$105,121$848iApproximate average salary by contribution assumption: employee only about $21,194 at 4% or $14,129 at 6%; with 50% employer match about $14,129 at 4% or $9,419 at 6%; with 100% employer match about $10,597 at 4% or $7,065 at 6%.
National Benefit 401-Pw Plan-124$2,389,968$105,121$848iApproximate average salary by contribution assumption: employee only about $21,194 at 4% or $14,129 at 6%; with 50% employer match about $14,129 at 4% or $9,419 at 6%; with 100% employer match about $10,597 at 4% or $7,065 at 6%.
20181121$2,228,745$395,250$3,267iApproximate average salary by contribution assumption: employee only about $81,663 at 4% or $54,442 at 6%; with 50% employer match about $54,442 at 4% or $36,295 at 6%; with 100% employer match about $40,832 at 4% or $27,221 at 6%.
National Benefit 401-Pw Plan-121$2,228,745$395,250$3,267iApproximate average salary by contribution assumption: employee only about $81,663 at 4% or $54,442 at 6%; with 50% employer match about $54,442 at 4% or $36,295 at 6%; with 100% employer match about $40,832 at 4% or $27,221 at 6%.
20171103$2,294,219$182,714$1,774iApproximate average salary by contribution assumption: employee only about $44,348 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,783 at 6%.
National Benefit 401-Pw Plan-103$2,294,219$182,714$1,774iApproximate average salary by contribution assumption: employee only about $44,348 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,783 at 6%.
20161143$2,103,015$201,377$1,408iApproximate average salary by contribution assumption: employee only about $35,206 at 4% or $23,471 at 6%; with 50% employer match about $23,471 at 4% or $15,647 at 6%; with 100% employer match about $17,603 at 4% or $11,735 at 6%.
National Benefit 401-Pw Plan-143$2,103,015$201,377$1,408iApproximate average salary by contribution assumption: employee only about $35,206 at 4% or $23,471 at 6%; with 50% employer match about $23,471 at 4% or $15,647 at 6%; with 100% employer match about $17,603 at 4% or $11,735 at 6%.
20151124$1,900,809$285,409$2,302iApproximate average salary by contribution assumption: employee only about $57,542 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,181 at 6%.
National Benefit 401-Pw Plan-124$1,900,809$285,409$2,302iApproximate average salary by contribution assumption: employee only about $57,542 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,181 at 6%.
20141104$1,561,897$191,365$1,840iApproximate average salary by contribution assumption: employee only about $46,001 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,445 at 6%; with 100% employer match about $23,001 at 4% or $15,334 at 6%.
National Benefit 401-Pw Plan-104$1,561,897$191,365$1,840iApproximate average salary by contribution assumption: employee only about $46,001 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,445 at 6%; with 100% employer match about $23,001 at 4% or $15,334 at 6%.
2013182$1,473,795$113,100$1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,325 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
National Benefit 401-Pw Plan-82$1,473,795$113,100$1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,325 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
2012188$1,353,231$113,888$1,294iApproximate average salary by contribution assumption: employee only about $32,355 at 4% or $21,570 at 6%; with 50% employer match about $21,570 at 4% or $14,380 at 6%; with 100% employer match about $16,177 at 4% or $10,785 at 6%.
National Benefit 401-Pw Plan-88$1,353,231$113,888$1,294iApproximate average salary by contribution assumption: employee only about $32,355 at 4% or $21,570 at 6%; with 50% employer match about $21,570 at 4% or $14,380 at 6%; with 100% employer match about $16,177 at 4% or $10,785 at 6%.
2011185$1,165,436$259,019$3,047iApproximate average salary by contribution assumption: employee only about $76,182 at 4% or $50,788 at 6%; with 50% employer match about $50,788 at 4% or $33,859 at 6%; with 100% employer match about $38,091 at 4% or $25,394 at 6%.
National Benefit 401-Pw Plan-85$1,165,436$259,019$3,047iApproximate average salary by contribution assumption: employee only about $76,182 at 4% or $50,788 at 6%; with 50% employer match about $50,788 at 4% or $33,859 at 6%; with 100% employer match about $38,091 at 4% or $25,394 at 6%.
2010174$822,471$175,837$2,376iApproximate average salary by contribution assumption: employee only about $59,404 at 4% or $39,603 at 6%; with 50% employer match about $39,603 at 4% or $26,402 at 6%; with 100% employer match about $29,702 at 4% or $19,801 at 6%.
National Benefit 401-Pw Plan-74$822,471$175,837$2,376iApproximate average salary by contribution assumption: employee only about $59,404 at 4% or $39,603 at 6%; with 50% employer match about $39,603 at 4% or $26,402 at 6%; with 100% employer match about $29,702 at 4% or $19,801 at 6%.
2009151$869,027$101,053$1,981iApproximate average salary by contribution assumption: employee only about $49,536 at 4% or $33,024 at 6%; with 50% employer match about $33,024 at 4% or $22,016 at 6%; with 100% employer match about $24,768 at 4% or $16,512 at 6%.
National Benefit 401-Pw Plan-51$869,027$101,053$1,981iApproximate average salary by contribution assumption: employee only about $49,536 at 4% or $33,024 at 6%; with 50% employer match about $33,024 at 4% or $22,016 at 6%; with 100% employer match about $24,768 at 4% or $16,512 at 6%.
2008136$0$0-
National Benefit 401-Pw Plan-36---
2007133$0$0-
National Benefit 401-Pw Plan-33---
2006124$0$0-
National Benefit 401-Pw Plan-24---
2005119$0$0-
National Benefit 401-Pw Plan-19---
2004119$732,890$94,051$4,950iApproximate average salary by contribution assumption: employee only about $123,751 at 4% or $82,501 at 6%; with 50% employer match about $82,501 at 4% or $55,001 at 6%; with 100% employer match about $61,876 at 4% or $41,250 at 6%.
National Benefit 401-Pw Plan-19$732,890$94,051$4,950iApproximate average salary by contribution assumption: employee only about $123,751 at 4% or $82,501 at 6%; with 50% employer match about $82,501 at 4% or $55,001 at 6%; with 100% employer match about $61,876 at 4% or $41,250 at 6%.
2003121$580,943$102,550$4,883iApproximate average salary by contribution assumption: employee only about $122,083 at 4% or $81,389 at 6%; with 50% employer match about $81,389 at 4% or $54,259 at 6%; with 100% employer match about $61,042 at 4% or $40,694 at 6%.
National Benefit 401-Pw Plan-21$580,943$102,550$4,883iApproximate average salary by contribution assumption: employee only about $122,083 at 4% or $81,389 at 6%; with 50% employer match about $81,389 at 4% or $54,259 at 6%; with 100% employer match about $61,042 at 4% or $40,694 at 6%.
2002122$0$0-
National Benefit 401-Pw Plan-22---
2001227$250,425$86,710$3,211iApproximate average salary by contribution assumption: employee only about $80,287 at 4% or $53,525 at 6%; with 50% employer match about $53,525 at 4% or $35,683 at 6%; with 100% employer match about $40,144 at 4% or $26,762 at 6%.
National Benefit 401-Pw Plan-27$250,425$86,710$3,211iApproximate average salary by contribution assumption: employee only about $80,287 at 4% or $53,525 at 6%; with 50% employer match about $53,525 at 4% or $35,683 at 6%; with 100% employer match about $40,144 at 4% or $26,762 at 6%.
National Benefit 401-Pw Plan-24---
2000122$213,059$87,738$3,988iApproximate average salary by contribution assumption: employee only about $99,702 at 4% or $66,468 at 6%; with 50% employer match about $66,468 at 4% or $44,312 at 6%; with 100% employer match about $49,851 at 4% or $33,234 at 6%.
National Benefit 401-Pw Plan-22$213,059$87,738$3,988iApproximate average salary by contribution assumption: employee only about $99,702 at 4% or $66,468 at 6%; with 50% employer match about $66,468 at 4% or $44,312 at 6%; with 100% employer match about $49,851 at 4% or $33,234 at 6%.
1999123$195,142$77,582$3,373iApproximate average salary by contribution assumption: employee only about $84,328 at 4% or $56,219 at 6%; with 50% employer match about $56,219 at 4% or $37,479 at 6%; with 100% employer match about $42,164 at 4% or $28,109 at 6%.
National Benefit 401-Pw Plan-23$195,142$77,582$3,373iApproximate average salary by contribution assumption: employee only about $84,328 at 4% or $56,219 at 6%; with 50% employer match about $56,219 at 4% or $37,479 at 6%; with 100% employer match about $42,164 at 4% or $28,109 at 6%.