Civic Intelligence

Samet & Company PC.

Plan context: Samet & Company PC. Retirement Trust

EIN 04-3027605 • Chestnut Hill, MA • 24 filings • 2 plans

1330 Boylston StreetChestnut Hill, MA 02467
Current Snapshot

Latest Year

2022

2022 Participants

70

2022 Assets

$13,701,372

2022 Contributions

$20,566

Historical Graphs

Total Assets Over Time

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

$13,701,372$6,850,686$0199920102021YearValue
$13,701,372Latest year 2021

Participants Over Time

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

70350199920102021YearValue
70Latest year 2021

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
202210$0$20,566-
Samet & Company PC. Retirement Trust-0$0$20,566-
2021170$13,701,372$650,047$9,286iApproximate average salary by contribution assumption: employee only about $232,160 at 4% or $154,773 at 6%; with 50% employer match about $154,773 at 4% or $103,182 at 6%; with 100% employer match about $116,080 at 4% or $77,387 at 6%.
Samet & Company PC. Retirement Trust-70$13,701,372$650,047$9,286iApproximate average salary by contribution assumption: employee only about $232,160 at 4% or $154,773 at 6%; with 50% employer match about $154,773 at 4% or $103,182 at 6%; with 100% employer match about $116,080 at 4% or $77,387 at 6%.
2020163$13,005,587$624,852$9,918iApproximate average salary by contribution assumption: employee only about $247,957 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,652 at 6%.
Samet & Company PC. Retirement Trust-63$13,005,587$624,852$9,918iApproximate average salary by contribution assumption: employee only about $247,957 at 4% or $165,305 at 6%; with 50% employer match about $165,305 at 4% or $110,203 at 6%; with 100% employer match about $123,979 at 4% or $82,652 at 6%.
2019164$12,883,126$635,053$9,923iApproximate average salary by contribution assumption: employee only about $248,068 at 4% or $165,378 at 6%; with 50% employer match about $165,378 at 4% or $110,252 at 6%; with 100% employer match about $124,034 at 4% or $82,689 at 6%.
Samet & Company PC. Retirement Trust-64$12,883,126$635,053$9,923iApproximate average salary by contribution assumption: employee only about $248,068 at 4% or $165,378 at 6%; with 50% employer match about $165,378 at 4% or $110,252 at 6%; with 100% employer match about $124,034 at 4% or $82,689 at 6%.
2018163$10,085,743$627,980$9,968iApproximate average salary by contribution assumption: employee only about $249,198 at 4% or $166,132 at 6%; with 50% employer match about $166,132 at 4% or $110,755 at 6%; with 100% employer match about $124,599 at 4% or $83,066 at 6%.
Samet & Company PC. Retirement Trust-63$10,085,743$627,980$9,968iApproximate average salary by contribution assumption: employee only about $249,198 at 4% or $166,132 at 6%; with 50% employer match about $166,132 at 4% or $110,755 at 6%; with 100% employer match about $124,599 at 4% or $83,066 at 6%.
2017153$10,267,924$363,331$6,855iApproximate average salary by contribution assumption: employee only about $171,383 at 4% or $114,255 at 6%; with 50% employer match about $114,255 at 4% or $76,170 at 6%; with 100% employer match about $85,691 at 4% or $57,128 at 6%.
Samet & Company PC. Retirement Trust-53$10,267,924$363,331$6,855iApproximate average salary by contribution assumption: employee only about $171,383 at 4% or $114,255 at 6%; with 50% employer match about $114,255 at 4% or $76,170 at 6%; with 100% employer match about $85,691 at 4% or $57,128 at 6%.
2016146$8,560,345$368,042$8,001iApproximate average salary by contribution assumption: employee only about $200,023 at 4% or $133,349 at 6%; with 50% employer match about $133,349 at 4% or $88,899 at 6%; with 100% employer match about $100,011 at 4% or $66,674 at 6%.
Samet & Company PC. Retirement Trust-46$8,560,345$368,042$8,001iApproximate average salary by contribution assumption: employee only about $200,023 at 4% or $133,349 at 6%; with 50% employer match about $133,349 at 4% or $88,899 at 6%; with 100% employer match about $100,011 at 4% or $66,674 at 6%.
2015149$7,911,683$773,681$15,789iApproximate average salary by contribution assumption: employee only about $394,735 at 4% or $263,157 at 6%; with 50% employer match about $263,157 at 4% or $175,438 at 6%; with 100% employer match about $197,368 at 4% or $131,578 at 6%.
Samet & Company PC. Retirement Trust-49$7,911,683$773,681$15,789iApproximate average salary by contribution assumption: employee only about $394,735 at 4% or $263,157 at 6%; with 50% employer match about $263,157 at 4% or $175,438 at 6%; with 100% employer match about $197,368 at 4% or $131,578 at 6%.
2014148$7,242,244$499,585$10,408iApproximate average salary by contribution assumption: employee only about $260,201 at 4% or $173,467 at 6%; with 50% employer match about $173,467 at 4% or $115,645 at 6%; with 100% employer match about $130,100 at 4% or $86,734 at 6%.
Samet & Company PC. Retirement Trust-48$7,242,244$499,585$10,408iApproximate average salary by contribution assumption: employee only about $260,201 at 4% or $173,467 at 6%; with 50% employer match about $173,467 at 4% or $115,645 at 6%; with 100% employer match about $130,100 at 4% or $86,734 at 6%.
2013143$6,337,006$284,757$6,622iApproximate average salary by contribution assumption: employee only about $165,556 at 4% or $110,371 at 6%; with 50% employer match about $110,371 at 4% or $73,581 at 6%; with 100% employer match about $82,778 at 4% or $55,185 at 6%.
Samet & Company PC. Retirement Trust-43$6,337,006$284,757$6,622iApproximate average salary by contribution assumption: employee only about $165,556 at 4% or $110,371 at 6%; with 50% employer match about $110,371 at 4% or $73,581 at 6%; with 100% employer match about $82,778 at 4% or $55,185 at 6%.
2012146$5,256,652$247,613$5,383iApproximate average salary by contribution assumption: employee only about $134,572 at 4% or $89,715 at 6%; with 50% employer match about $89,715 at 4% or $59,810 at 6%; with 100% employer match about $67,286 at 4% or $44,857 at 6%.
Samet & Company PC. Retirement Trust-46$5,256,652$247,613$5,383iApproximate average salary by contribution assumption: employee only about $134,572 at 4% or $89,715 at 6%; with 50% employer match about $89,715 at 4% or $59,810 at 6%; with 100% employer match about $67,286 at 4% or $44,857 at 6%.
2011150$4,587,825$263,582$5,272iApproximate average salary by contribution assumption: employee only about $131,791 at 4% or $87,861 at 6%; with 50% employer match about $87,861 at 4% or $58,574 at 6%; with 100% employer match about $65,896 at 4% or $43,930 at 6%.
Samet & Company PC. Retirement Trust-50$4,587,825$263,582$5,272iApproximate average salary by contribution assumption: employee only about $131,791 at 4% or $87,861 at 6%; with 50% employer match about $87,861 at 4% or $58,574 at 6%; with 100% employer match about $65,896 at 4% or $43,930 at 6%.
2010148$4,652,374$435,385$9,071iApproximate average salary by contribution assumption: employee only about $226,763 at 4% or $151,175 at 6%; with 50% employer match about $151,175 at 4% or $100,784 at 6%; with 100% employer match about $113,382 at 4% or $75,588 at 6%.
Samet & Company PC. Retirement Trust-48$4,652,374$435,385$9,071iApproximate average salary by contribution assumption: employee only about $226,763 at 4% or $151,175 at 6%; with 50% employer match about $151,175 at 4% or $100,784 at 6%; with 100% employer match about $113,382 at 4% or $75,588 at 6%.
2009144$3,764,169$150,705$3,425iApproximate average salary by contribution assumption: employee only about $85,628 at 4% or $57,085 at 6%; with 50% employer match about $57,085 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.
Samet & Company PC. Retirement Trust-44$3,764,169$150,705$3,425iApproximate average salary by contribution assumption: employee only about $85,628 at 4% or $57,085 at 6%; with 50% employer match about $57,085 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.
2008133$2,960,952$433,236$13,128iApproximate average salary by contribution assumption: employee only about $328,209 at 4% or $218,806 at 6%; with 50% employer match about $218,806 at 4% or $145,871 at 6%; with 100% employer match about $164,105 at 4% or $109,403 at 6%.
Samet & Company PC. Retirement Trust-33$2,960,952$433,236$13,128iApproximate average salary by contribution assumption: employee only about $328,209 at 4% or $218,806 at 6%; with 50% employer match about $218,806 at 4% or $145,871 at 6%; with 100% employer match about $164,105 at 4% or $109,403 at 6%.
2007131$4,004,441$300,590$9,696iApproximate average salary by contribution assumption: employee only about $242,411 at 4% or $161,608 at 6%; with 50% employer match about $161,608 at 4% or $107,738 at 6%; with 100% employer match about $121,206 at 4% or $80,804 at 6%.
Samet & Company PC. Retirement Trust-31$4,004,441$300,590$9,696iApproximate average salary by contribution assumption: employee only about $242,411 at 4% or $161,608 at 6%; with 50% employer match about $161,608 at 4% or $107,738 at 6%; with 100% employer match about $121,206 at 4% or $80,804 at 6%.
2006123$3,458,837$292,509$12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,972 at 4% or $105,982 at 6%.
Samet & Company PC. Retirement Trust-23$3,458,837$292,509$12,718iApproximate average salary by contribution assumption: employee only about $317,945 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,972 at 4% or $105,982 at 6%.
2005121$2,824,467$250,287$11,918iApproximate average salary by contribution assumption: employee only about $297,961 at 4% or $198,640 at 6%; with 50% employer match about $198,640 at 4% or $132,427 at 6%; with 100% employer match about $148,980 at 4% or $99,320 at 6%.
Samet & Company PC. Retirement Trust-21$2,824,467$250,287$11,918iApproximate average salary by contribution assumption: employee only about $297,961 at 4% or $198,640 at 6%; with 50% employer match about $198,640 at 4% or $132,427 at 6%; with 100% employer match about $148,980 at 4% or $99,320 at 6%.
2004122$2,398,342$261,247$11,875iApproximate average salary by contribution assumption: employee only about $296,872 at 4% or $197,914 at 6%; with 50% employer match about $197,914 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,957 at 6%.
Samet & Company PC. Retirement Trust-22$2,398,342$261,247$11,875iApproximate average salary by contribution assumption: employee only about $296,872 at 4% or $197,914 at 6%; with 50% employer match about $197,914 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,957 at 6%.
2003121$1,907,448$298,478$14,213iApproximate average salary by contribution assumption: employee only about $355,331 at 4% or $236,887 at 6%; with 50% employer match about $236,887 at 4% or $157,925 at 6%; with 100% employer match about $177,665 at 4% or $118,444 at 6%.
Samet & Company PC. Retirement Trust-21$1,907,448$298,478$14,213iApproximate average salary by contribution assumption: employee only about $355,331 at 4% or $236,887 at 6%; with 50% employer match about $236,887 at 4% or $157,925 at 6%; with 100% employer match about $177,665 at 4% or $118,444 at 6%.
2002123$1,239,300$265,122$11,527iApproximate average salary by contribution assumption: employee only about $288,176 at 4% or $192,117 at 6%; with 50% employer match about $192,117 at 4% or $128,078 at 6%; with 100% employer match about $144,088 at 4% or $96,059 at 6%.
Samet & Company PC. Retirement Trust-23$1,239,300$265,122$11,527iApproximate average salary by contribution assumption: employee only about $288,176 at 4% or $192,117 at 6%; with 50% employer match about $192,117 at 4% or $128,078 at 6%; with 100% employer match about $144,088 at 4% or $96,059 at 6%.
2001121$1,270,472$301,729$14,368iApproximate average salary by contribution assumption: employee only about $359,201 at 4% or $239,467 at 6%; with 50% employer match about $239,467 at 4% or $159,645 at 6%; with 100% employer match about $179,601 at 4% or $119,734 at 6%.
Samet & Company PC. Retirement Trust-21$1,270,472$301,729$14,368iApproximate average salary by contribution assumption: employee only about $359,201 at 4% or $239,467 at 6%; with 50% employer match about $239,467 at 4% or $159,645 at 6%; with 100% employer match about $179,601 at 4% or $119,734 at 6%.
2000113$1,254,430$209,688$16,130iApproximate average salary by contribution assumption: employee only about $403,246 at 4% or $268,831 at 6%; with 50% employer match about $268,831 at 4% or $179,221 at 6%; with 100% employer match about $201,623 at 4% or $134,415 at 6%.
Samet & Company PC. Retirement Trust-13$1,254,430$209,688$16,130iApproximate average salary by contribution assumption: employee only about $403,246 at 4% or $268,831 at 6%; with 50% employer match about $268,831 at 4% or $179,221 at 6%; with 100% employer match about $201,623 at 4% or $134,415 at 6%.
1999111$1,100,337$134,025$12,184iApproximate average salary by contribution assumption: employee only about $304,602 at 4% or $203,068 at 6%; with 50% employer match about $203,068 at 4% or $135,379 at 6%; with 100% employer match about $152,301 at 4% or $101,534 at 6%.
Samet & Company PC. Retirement Trust-11$1,100,337$134,025$12,184iApproximate average salary by contribution assumption: employee only about $304,602 at 4% or $203,068 at 6%; with 50% employer match about $203,068 at 4% or $135,379 at 6%; with 100% employer match about $152,301 at 4% or $101,534 at 6%.