Genesis Associates Inc.
Plan context: Genesis Associates 401K Plan
EIN 04-3030295 • Burlington, MA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$9,625,396
2024 Contributions
$91,851
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 25 | $9,625,396 | $91,851 | $3,674iApproximate average salary by contribution assumption: employee only about $91,851 at 4% or $61,234 at 6%; with 50% employer match about $61,234 at 4% or $40,823 at 6%; with 100% employer match about $45,926 at 4% or $30,617 at 6%. |
| Genesis Associates 401K Plan | - | 25 | $9,625,396 | $91,851 | $3,674iApproximate average salary by contribution assumption: employee only about $91,851 at 4% or $61,234 at 6%; with 50% employer match about $61,234 at 4% or $40,823 at 6%; with 100% employer match about $45,926 at 4% or $30,617 at 6%. |
| 2023 | 1 | 26 | $8,783,852 | $112,122 | $4,312iApproximate average salary by contribution assumption: employee only about $107,810 at 4% or $71,873 at 6%; with 50% employer match about $71,873 at 4% or $47,915 at 6%; with 100% employer match about $53,905 at 4% or $35,937 at 6%. |
| Genesis Associates 401K Plan | - | 26 | $8,783,852 | $112,122 | $4,312iApproximate average salary by contribution assumption: employee only about $107,810 at 4% or $71,873 at 6%; with 50% employer match about $71,873 at 4% or $47,915 at 6%; with 100% employer match about $53,905 at 4% or $35,937 at 6%. |
| 2022 | 1 | 25 | $7,227,656 | $97,464 | $3,899iApproximate average salary by contribution assumption: employee only about $97,464 at 4% or $64,976 at 6%; with 50% employer match about $64,976 at 4% or $43,317 at 6%; with 100% employer match about $48,732 at 4% or $32,488 at 6%. |
| Genesis Associates 401K Plan | - | 25 | $7,227,656 | $97,464 | $3,899iApproximate average salary by contribution assumption: employee only about $97,464 at 4% or $64,976 at 6%; with 50% employer match about $64,976 at 4% or $43,317 at 6%; with 100% employer match about $48,732 at 4% or $32,488 at 6%. |
| 2021 | 1 | 24 | $9,619,126 | $115,291 | $4,804iApproximate average salary by contribution assumption: employee only about $120,095 at 4% or $80,063 at 6%; with 50% employer match about $80,063 at 4% or $53,375 at 6%; with 100% employer match about $60,047 at 4% or $40,032 at 6%. |
| Genesis Associates 401K Plan | - | 24 | $9,619,126 | $115,291 | $4,804iApproximate average salary by contribution assumption: employee only about $120,095 at 4% or $80,063 at 6%; with 50% employer match about $80,063 at 4% or $53,375 at 6%; with 100% employer match about $60,047 at 4% or $40,032 at 6%. |
| 2020 | 1 | 25 | $8,393,285 | $67,829 | $2,713iApproximate average salary by contribution assumption: employee only about $67,829 at 4% or $45,219 at 6%; with 50% employer match about $45,219 at 4% or $30,146 at 6%; with 100% employer match about $33,915 at 4% or $22,610 at 6%. |
| Genesis Associates 401K Plan | - | 25 | $8,393,285 | $67,829 | $2,713iApproximate average salary by contribution assumption: employee only about $67,829 at 4% or $45,219 at 6%; with 50% employer match about $45,219 at 4% or $30,146 at 6%; with 100% employer match about $33,915 at 4% or $22,610 at 6%. |
| 2019 | 1 | 25 | $7,477,063 | $122,596 | $4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%. |
| Genesis Associates 401K Plan | - | 25 | $7,477,063 | $122,596 | $4,904iApproximate average salary by contribution assumption: employee only about $122,596 at 4% or $81,731 at 6%; with 50% employer match about $81,731 at 4% or $54,487 at 6%; with 100% employer match about $61,298 at 4% or $40,865 at 6%. |
| 2018 | 1 | 25 | $5,930,110 | $136,652 | $5,466iApproximate average salary by contribution assumption: employee only about $136,652 at 4% or $91,101 at 6%; with 50% employer match about $91,101 at 4% or $60,734 at 6%; with 100% employer match about $68,326 at 4% or $45,551 at 6%. |
| Genesis Associates 401K Plan | - | 25 | $5,930,110 | $136,652 | $5,466iApproximate average salary by contribution assumption: employee only about $136,652 at 4% or $91,101 at 6%; with 50% employer match about $91,101 at 4% or $60,734 at 6%; with 100% employer match about $68,326 at 4% or $45,551 at 6%. |
| 2017 | 1 | 28 | $8,255,717 | $192,709 | $6,882iApproximate average salary by contribution assumption: employee only about $172,062 at 4% or $114,708 at 6%; with 50% employer match about $114,708 at 4% or $76,472 at 6%; with 100% employer match about $86,031 at 4% or $57,354 at 6%. |
| Genesis Associates 401K Plan | - | 28 | $8,255,717 | $192,709 | $6,882iApproximate average salary by contribution assumption: employee only about $172,062 at 4% or $114,708 at 6%; with 50% employer match about $114,708 at 4% or $76,472 at 6%; with 100% employer match about $86,031 at 4% or $57,354 at 6%. |
| 2016 | 1 | 30 | $6,996,896 | $354,076 | $11,803iApproximate average salary by contribution assumption: employee only about $295,063 at 4% or $196,709 at 6%; with 50% employer match about $196,709 at 4% or $131,139 at 6%; with 100% employer match about $147,532 at 4% or $98,354 at 6%. |
| Genesis Associates 401K Plan | - | 30 | $6,996,896 | $354,076 | $11,803iApproximate average salary by contribution assumption: employee only about $295,063 at 4% or $196,709 at 6%; with 50% employer match about $196,709 at 4% or $131,139 at 6%; with 100% employer match about $147,532 at 4% or $98,354 at 6%. |
| 2015 | 1 | 31 | $6,769,368 | $208,718 | $6,733iApproximate average salary by contribution assumption: employee only about $168,321 at 4% or $112,214 at 6%; with 50% employer match about $112,214 at 4% or $74,809 at 6%; with 100% employer match about $84,160 at 4% or $56,107 at 6%. |
| Genesis Associates 401K Plan | - | 31 | $6,769,368 | $208,718 | $6,733iApproximate average salary by contribution assumption: employee only about $168,321 at 4% or $112,214 at 6%; with 50% employer match about $112,214 at 4% or $74,809 at 6%; with 100% employer match about $84,160 at 4% or $56,107 at 6%. |
| 2014 | 1 | 36 | $7,077,829 | $297,023 | $8,251iApproximate average salary by contribution assumption: employee only about $206,266 at 4% or $137,511 at 6%; with 50% employer match about $137,511 at 4% or $91,674 at 6%; with 100% employer match about $103,133 at 4% or $68,755 at 6%. |
| Genesis Associates 401K Plan | - | 36 | $7,077,829 | $297,023 | $8,251iApproximate average salary by contribution assumption: employee only about $206,266 at 4% or $137,511 at 6%; with 50% employer match about $137,511 at 4% or $91,674 at 6%; with 100% employer match about $103,133 at 4% or $68,755 at 6%. |
| 2013 | 1 | 35 | $6,636,823 | $299,058 | $8,545iApproximate average salary by contribution assumption: employee only about $213,613 at 4% or $142,409 at 6%; with 50% employer match about $142,409 at 4% or $94,939 at 6%; with 100% employer match about $106,806 at 4% or $71,204 at 6%. |
| Genesis Associates 401K Plan | - | 35 | $6,636,823 | $299,058 | $8,545iApproximate average salary by contribution assumption: employee only about $213,613 at 4% or $142,409 at 6%; with 50% employer match about $142,409 at 4% or $94,939 at 6%; with 100% employer match about $106,806 at 4% or $71,204 at 6%. |
| 2012 | 1 | 34 | $5,410,476 | $491,438 | $14,454iApproximate average salary by contribution assumption: employee only about $361,351 at 4% or $240,901 at 6%; with 50% employer match about $240,901 at 4% or $160,601 at 6%; with 100% employer match about $180,676 at 4% or $120,450 at 6%. |
| Genesis Associates 401K Plan | - | 34 | $5,410,476 | $491,438 | $14,454iApproximate average salary by contribution assumption: employee only about $361,351 at 4% or $240,901 at 6%; with 50% employer match about $240,901 at 4% or $160,601 at 6%; with 100% employer match about $180,676 at 4% or $120,450 at 6%. |
| 2011 | 1 | 34 | $4,476,481 | $273,893 | $8,056iApproximate average salary by contribution assumption: employee only about $201,392 at 4% or $134,261 at 6%; with 50% employer match about $134,261 at 4% or $89,508 at 6%; with 100% employer match about $100,696 at 4% or $67,131 at 6%. |
| Genesis Associates 401K Plan | - | 34 | $4,476,481 | $273,893 | $8,056iApproximate average salary by contribution assumption: employee only about $201,392 at 4% or $134,261 at 6%; with 50% employer match about $134,261 at 4% or $89,508 at 6%; with 100% employer match about $100,696 at 4% or $67,131 at 6%. |
| 2010 | 1 | 34 | $4,413,830 | $331,503 | $9,750iApproximate average salary by contribution assumption: employee only about $243,752 at 4% or $162,501 at 6%; with 50% employer match about $162,501 at 4% or $108,334 at 6%; with 100% employer match about $121,876 at 4% or $81,251 at 6%. |
| Genesis Associates 401K Plan | - | 34 | $4,413,830 | $331,503 | $9,750iApproximate average salary by contribution assumption: employee only about $243,752 at 4% or $162,501 at 6%; with 50% employer match about $162,501 at 4% or $108,334 at 6%; with 100% employer match about $121,876 at 4% or $81,251 at 6%. |
| 2009 | 1 | 34 | $3,671,046 | $264,437 | $7,778iApproximate average salary by contribution assumption: employee only about $194,439 at 4% or $129,626 at 6%; with 50% employer match about $129,626 at 4% or $86,417 at 6%; with 100% employer match about $97,219 at 4% or $64,813 at 6%. |
| Genesis Associates 401K Plan | - | 34 | $3,671,046 | $264,437 | $7,778iApproximate average salary by contribution assumption: employee only about $194,439 at 4% or $129,626 at 6%; with 50% employer match about $129,626 at 4% or $86,417 at 6%; with 100% employer match about $97,219 at 4% or $64,813 at 6%. |
| 2008 | 1 | 30 | $2,908,219 | $309,483 | $10,316iApproximate average salary by contribution assumption: employee only about $257,903 at 4% or $171,935 at 6%; with 50% employer match about $171,935 at 4% or $114,623 at 6%; with 100% employer match about $128,951 at 4% or $85,968 at 6%. |
| Genesis Associates 401K Plan | - | 30 | $2,908,219 | $309,483 | $10,316iApproximate average salary by contribution assumption: employee only about $257,903 at 4% or $171,935 at 6%; with 50% employer match about $171,935 at 4% or $114,623 at 6%; with 100% employer match about $128,951 at 4% or $85,968 at 6%. |
| 2007 | 1 | 28 | $4,639,414 | $306,810 | $10,958iApproximate average salary by contribution assumption: employee only about $273,938 at 4% or $182,625 at 6%; with 50% employer match about $182,625 at 4% or $121,750 at 6%; with 100% employer match about $136,969 at 4% or $91,313 at 6%. |
| Genesis Associates 401K Plan | - | 28 | $4,639,414 | $306,810 | $10,958iApproximate average salary by contribution assumption: employee only about $273,938 at 4% or $182,625 at 6%; with 50% employer match about $182,625 at 4% or $121,750 at 6%; with 100% employer match about $136,969 at 4% or $91,313 at 6%. |
| 2006 | 1 | 28 | $3,908,620 | $287,657 | $10,273iApproximate average salary by contribution assumption: employee only about $256,837 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,150 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%. |
| Genesis Associates 401K Plan | - | 28 | $3,908,620 | $287,657 | $10,273iApproximate average salary by contribution assumption: employee only about $256,837 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,150 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%. |
| 2005 | 1 | 27 | $3,684,087 | $323,167 | $11,969iApproximate average salary by contribution assumption: employee only about $299,229 at 4% or $199,486 at 6%; with 50% employer match about $199,486 at 4% or $132,991 at 6%; with 100% employer match about $149,614 at 4% or $99,743 at 6%. |
| Genesis Associates 401K Plan | - | 27 | $3,684,087 | $323,167 | $11,969iApproximate average salary by contribution assumption: employee only about $299,229 at 4% or $199,486 at 6%; with 50% employer match about $199,486 at 4% or $132,991 at 6%; with 100% employer match about $149,614 at 4% or $99,743 at 6%. |
| 2004 | 1 | 32 | $3,065,173 | $323,779 | $10,118iApproximate average salary by contribution assumption: employee only about $252,952 at 4% or $168,635 at 6%; with 50% employer match about $168,635 at 4% or $112,423 at 6%; with 100% employer match about $126,476 at 4% or $84,317 at 6%. |
| Genesis Associates 401K Plan | - | 32 | $3,065,173 | $323,779 | $10,118iApproximate average salary by contribution assumption: employee only about $252,952 at 4% or $168,635 at 6%; with 50% employer match about $168,635 at 4% or $112,423 at 6%; with 100% employer match about $126,476 at 4% or $84,317 at 6%. |
| 2003 | 1 | 32 | $2,392,051 | $302,218 | $9,444iApproximate average salary by contribution assumption: employee only about $236,108 at 4% or $157,405 at 6%; with 50% employer match about $157,405 at 4% or $104,937 at 6%; with 100% employer match about $118,054 at 4% or $78,703 at 6%. |
| Genesis Associates 401K Plan | - | 32 | $2,392,051 | $302,218 | $9,444iApproximate average salary by contribution assumption: employee only about $236,108 at 4% or $157,405 at 6%; with 50% employer match about $157,405 at 4% or $104,937 at 6%; with 100% employer match about $118,054 at 4% or $78,703 at 6%. |
| 2002 | 1 | 35 | $1,593,241 | $331,943 | $9,484iApproximate average salary by contribution assumption: employee only about $237,102 at 4% or $158,068 at 6%; with 50% employer match about $158,068 at 4% or $105,379 at 6%; with 100% employer match about $118,551 at 4% or $79,034 at 6%. |
| Genesis Associates 401K Plan | - | 35 | $1,593,241 | $331,943 | $9,484iApproximate average salary by contribution assumption: employee only about $237,102 at 4% or $158,068 at 6%; with 50% employer match about $158,068 at 4% or $105,379 at 6%; with 100% employer match about $118,551 at 4% or $79,034 at 6%. |
| 2001 | 1 | 35 | $1,738,779 | $229,621 | $6,561iApproximate average salary by contribution assumption: employee only about $164,015 at 4% or $109,343 at 6%; with 50% employer match about $109,343 at 4% or $72,896 at 6%; with 100% employer match about $82,008 at 4% or $54,672 at 6%. |
| Genesis Associates 401K Plan | - | 35 | $1,738,779 | $229,621 | $6,561iApproximate average salary by contribution assumption: employee only about $164,015 at 4% or $109,343 at 6%; with 50% employer match about $109,343 at 4% or $72,896 at 6%; with 100% employer match about $82,008 at 4% or $54,672 at 6%. |
| 2000 | 1 | 23 | $0 | $0 | - |
| Genesis Associates 401K Plan | - | 23 | - | - | - |
| 1999 | 1 | 20 | $2,036,257 | $174,269 | $8,713iApproximate average salary by contribution assumption: employee only about $217,836 at 4% or $145,224 at 6%; with 50% employer match about $145,224 at 4% or $96,816 at 6%; with 100% employer match about $108,918 at 4% or $72,612 at 6%. |
| Genesis Associates 401K Plan | - | 20 | $2,036,257 | $174,269 | $8,713iApproximate average salary by contribution assumption: employee only about $217,836 at 4% or $145,224 at 6%; with 50% employer match about $145,224 at 4% or $96,816 at 6%; with 100% employer match about $108,918 at 4% or $72,612 at 6%. |