Civic Intelligence

Felton & Berlin Insurance Services

Plan context: Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr

EIN 04-3024298 • Peabody, MA • 26 filings • 4 plans

100 Corporate PlacePeabody, MA 01930-3892
Current Snapshot

Latest Year

2023

2023 Participants

18

2023 Assets

$2,065,150

2023 Contributions

$258,462

Historical Graphs

Total Assets Over Time

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

$2,083,658$1,041,829$0199920122023YearValue
$2,065,150Latest year 2023

Participants Over Time

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

20100199920112023YearValue
18Latest year 2023

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
2023218$2,065,150$258,462$14,359iApproximate average salary by contribution assumption: employee only about $358,975 at 4% or $239,317 at 6%; with 50% employer match about $239,317 at 4% or $159,544 at 6%; with 100% employer match about $179,488 at 4% or $119,658 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-18$2,065,150$194,863$10,826iApproximate average salary by contribution assumption: employee only about $270,643 at 4% or $180,429 at 6%; with 50% employer match about $180,429 at 4% or $120,286 at 6%; with 100% employer match about $135,322 at 4% or $90,214 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-0$0$63,599-
2022115$1,697,212$166,688$11,113iApproximate average salary by contribution assumption: employee only about $277,813 at 4% or $185,209 at 6%; with 50% employer match about $185,209 at 4% or $123,473 at 6%; with 100% employer match about $138,907 at 4% or $92,604 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-15$1,697,212$166,688$11,113iApproximate average salary by contribution assumption: employee only about $277,813 at 4% or $185,209 at 6%; with 50% employer match about $185,209 at 4% or $123,473 at 6%; with 100% employer match about $138,907 at 4% or $92,604 at 6%.
2021119$2,083,658$453,904$23,890iApproximate average salary by contribution assumption: employee only about $597,242 at 4% or $398,161 at 6%; with 50% employer match about $398,161 at 4% or $265,441 at 6%; with 100% employer match about $298,621 at 4% or $199,081 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-19$2,083,658$453,904$23,890iApproximate average salary by contribution assumption: employee only about $597,242 at 4% or $398,161 at 6%; with 50% employer match about $398,161 at 4% or $265,441 at 6%; with 100% employer match about $298,621 at 4% or $199,081 at 6%.
2020116$1,575,733$139,613$8,726iApproximate average salary by contribution assumption: employee only about $218,145 at 4% or $145,430 at 6%; with 50% employer match about $145,430 at 4% or $96,953 at 6%; with 100% employer match about $109,073 at 4% or $72,715 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-16$1,575,733$139,613$8,726iApproximate average salary by contribution assumption: employee only about $218,145 at 4% or $145,430 at 6%; with 50% employer match about $145,430 at 4% or $96,953 at 6%; with 100% employer match about $109,073 at 4% or $72,715 at 6%.
2019116$1,213,112$143,575$8,973iApproximate average salary by contribution assumption: employee only about $224,336 at 4% or $149,557 at 6%; with 50% employer match about $149,557 at 4% or $99,705 at 6%; with 100% employer match about $112,168 at 4% or $74,779 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-16$1,213,112$143,575$8,973iApproximate average salary by contribution assumption: employee only about $224,336 at 4% or $149,557 at 6%; with 50% employer match about $149,557 at 4% or $99,705 at 6%; with 100% employer match about $112,168 at 4% or $74,779 at 6%.
2018116$879,390$113,509$7,094iApproximate average salary by contribution assumption: employee only about $177,358 at 4% or $118,239 at 6%; with 50% employer match about $118,239 at 4% or $78,826 at 6%; with 100% employer match about $88,679 at 4% or $59,119 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-16$879,390$113,509$7,094iApproximate average salary by contribution assumption: employee only about $177,358 at 4% or $118,239 at 6%; with 50% employer match about $118,239 at 4% or $78,826 at 6%; with 100% employer match about $88,679 at 4% or $59,119 at 6%.
2017116$944,282$124,814$7,801iApproximate average salary by contribution assumption: employee only about $195,022 at 4% or $130,015 at 6%; with 50% employer match about $130,015 at 4% or $86,676 at 6%; with 100% employer match about $97,511 at 4% or $65,007 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-16$944,282$124,814$7,801iApproximate average salary by contribution assumption: employee only about $195,022 at 4% or $130,015 at 6%; with 50% employer match about $130,015 at 4% or $86,676 at 6%; with 100% employer match about $97,511 at 4% or $65,007 at 6%.
2016115$781,047$99,496$6,633iApproximate average salary by contribution assumption: employee only about $165,827 at 4% or $110,551 at 6%; with 50% employer match about $110,551 at 4% or $73,701 at 6%; with 100% employer match about $82,913 at 4% or $55,276 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-15$781,047$99,496$6,633iApproximate average salary by contribution assumption: employee only about $165,827 at 4% or $110,551 at 6%; with 50% employer match about $110,551 at 4% or $73,701 at 6%; with 100% employer match about $82,913 at 4% or $55,276 at 6%.
2015116$791,217$124,493$7,781iApproximate average salary by contribution assumption: employee only about $194,520 at 4% or $129,680 at 6%; with 50% employer match about $129,680 at 4% or $86,453 at 6%; with 100% employer match about $97,260 at 4% or $64,840 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-16$791,217$124,493$7,781iApproximate average salary by contribution assumption: employee only about $194,520 at 4% or $129,680 at 6%; with 50% employer match about $129,680 at 4% or $86,453 at 6%; with 100% employer match about $97,260 at 4% or $64,840 at 6%.
2014117$680,404$121,733$7,161iApproximate average salary by contribution assumption: employee only about $179,019 at 4% or $119,346 at 6%; with 50% employer match about $119,346 at 4% or $79,564 at 6%; with 100% employer match about $89,510 at 4% or $59,673 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-17$680,404$121,733$7,161iApproximate average salary by contribution assumption: employee only about $179,019 at 4% or $119,346 at 6%; with 50% employer match about $119,346 at 4% or $79,564 at 6%; with 100% employer match about $89,510 at 4% or $59,673 at 6%.
2013118$734,140$103,911$5,773iApproximate average salary by contribution assumption: employee only about $144,321 at 4% or $96,214 at 6%; with 50% employer match about $96,214 at 4% or $64,143 at 6%; with 100% employer match about $72,160 at 4% or $48,107 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-18$734,140$103,911$5,773iApproximate average salary by contribution assumption: employee only about $144,321 at 4% or $96,214 at 6%; with 50% employer match about $96,214 at 4% or $64,143 at 6%; with 100% employer match about $72,160 at 4% or $48,107 at 6%.
2012118$538,539$86,764$4,820iApproximate average salary by contribution assumption: employee only about $120,506 at 4% or $80,337 at 6%; with 50% employer match about $80,337 at 4% or $53,558 at 6%; with 100% employer match about $60,253 at 4% or $40,169 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-18$538,539$86,764$4,820iApproximate average salary by contribution assumption: employee only about $120,506 at 4% or $80,337 at 6%; with 50% employer match about $80,337 at 4% or $53,558 at 6%; with 100% employer match about $60,253 at 4% or $40,169 at 6%.
2011120$394,205$77,988$3,899iApproximate average salary by contribution assumption: employee only about $97,485 at 4% or $64,990 at 6%; with 50% employer match about $64,990 at 4% or $43,327 at 6%; with 100% employer match about $48,743 at 4% or $32,495 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-20$394,205$77,988$3,899iApproximate average salary by contribution assumption: employee only about $97,485 at 4% or $64,990 at 6%; with 50% employer match about $64,990 at 4% or $43,327 at 6%; with 100% employer match about $48,743 at 4% or $32,495 at 6%.
2010119$331,736$58,213$3,064iApproximate average salary by contribution assumption: employee only about $76,596 at 4% or $51,064 at 6%; with 50% employer match about $51,064 at 4% or $34,043 at 6%; with 100% employer match about $38,298 at 4% or $25,532 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-19$331,736$58,213$3,064iApproximate average salary by contribution assumption: employee only about $76,596 at 4% or $51,064 at 6%; with 50% employer match about $51,064 at 4% or $34,043 at 6%; with 100% employer match about $38,298 at 4% or $25,532 at 6%.
2009113$268,668$33,558$2,581iApproximate average salary by contribution assumption: employee only about $64,535 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,267 at 4% or $21,512 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-13$268,668$33,558$2,581iApproximate average salary by contribution assumption: employee only about $64,535 at 4% or $43,023 at 6%; with 50% employer match about $43,023 at 4% or $28,682 at 6%; with 100% employer match about $32,267 at 4% or $21,512 at 6%.
2008115$171,950$25,019$1,668iApproximate average salary by contribution assumption: employee only about $41,698 at 4% or $27,799 at 6%; with 50% employer match about $27,799 at 4% or $18,533 at 6%; with 100% employer match about $20,849 at 4% or $13,899 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-15$171,950$25,019$1,668iApproximate average salary by contribution assumption: employee only about $41,698 at 4% or $27,799 at 6%; with 50% employer match about $27,799 at 4% or $18,533 at 6%; with 100% employer match about $20,849 at 4% or $13,899 at 6%.
2007114$237,877$24,038$1,717iApproximate average salary by contribution assumption: employee only about $42,925 at 4% or $28,617 at 6%; with 50% employer match about $28,617 at 4% or $19,078 at 6%; with 100% employer match about $21,463 at 4% or $14,308 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-14$237,877$24,038$1,717iApproximate average salary by contribution assumption: employee only about $42,925 at 4% or $28,617 at 6%; with 50% employer match about $28,617 at 4% or $19,078 at 6%; with 100% employer match about $21,463 at 4% or $14,308 at 6%.
2006114$198,450$17,854$1,275iApproximate average salary by contribution assumption: employee only about $31,882 at 4% or $21,255 at 6%; with 50% employer match about $21,255 at 4% or $14,170 at 6%; with 100% employer match about $15,941 at 4% or $10,627 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-14$198,450$17,854$1,275iApproximate average salary by contribution assumption: employee only about $31,882 at 4% or $21,255 at 6%; with 50% employer match about $21,255 at 4% or $14,170 at 6%; with 100% employer match about $15,941 at 4% or $10,627 at 6%.
2005112$168,927$13,052$1,088iApproximate average salary by contribution assumption: employee only about $27,192 at 4% or $18,128 at 6%; with 50% employer match about $18,128 at 4% or $12,085 at 6%; with 100% employer match about $13,596 at 4% or $9,064 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-12$168,927$13,052$1,088iApproximate average salary by contribution assumption: employee only about $27,192 at 4% or $18,128 at 6%; with 50% employer match about $18,128 at 4% or $12,085 at 6%; with 100% employer match about $13,596 at 4% or $9,064 at 6%.
2004111$143,801$11,424$1,039iApproximate average salary by contribution assumption: employee only about $25,964 at 4% or $17,309 at 6%; with 50% employer match about $17,309 at 4% or $11,539 at 6%; with 100% employer match about $12,982 at 4% or $8,655 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-11$143,801$11,424$1,039iApproximate average salary by contribution assumption: employee only about $25,964 at 4% or $17,309 at 6%; with 50% employer match about $17,309 at 4% or $11,539 at 6%; with 100% employer match about $12,982 at 4% or $8,655 at 6%.
2003110$124,352$18,019$1,802iApproximate average salary by contribution assumption: employee only about $45,048 at 4% or $30,032 at 6%; with 50% employer match about $30,032 at 4% or $20,021 at 6%; with 100% employer match about $22,524 at 4% or $15,016 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-10$124,352$18,019$1,802iApproximate average salary by contribution assumption: employee only about $45,048 at 4% or $30,032 at 6%; with 50% employer match about $30,032 at 4% or $20,021 at 6%; with 100% employer match about $22,524 at 4% or $15,016 at 6%.
2002110$94,734$16,322$1,632iApproximate average salary by contribution assumption: employee only about $40,805 at 4% or $27,203 at 6%; with 50% employer match about $27,203 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-10$94,734$16,322$1,632iApproximate average salary by contribution assumption: employee only about $40,805 at 4% or $27,203 at 6%; with 50% employer match about $27,203 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%.
2001110$0$0-
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-10---
2000110$103,663$19,388$1,939iApproximate average salary by contribution assumption: employee only about $48,470 at 4% or $32,313 at 6%; with 50% employer match about $32,313 at 4% or $21,542 at 6%; with 100% employer match about $24,235 at 4% or $16,157 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-10$103,663$19,388$1,939iApproximate average salary by contribution assumption: employee only about $48,470 at 4% or $32,313 at 6%; with 50% employer match about $32,313 at 4% or $21,542 at 6%; with 100% employer match about $24,235 at 4% or $16,157 at 6%.
1999111$95,787$17,033$1,548iApproximate average salary by contribution assumption: employee only about $38,711 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.
Felton & Berlin Insurance Svcs. Inc 401K Sal. Red. Plan & Tr-11$95,787$17,033$1,548iApproximate average salary by contribution assumption: employee only about $38,711 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.