Bay State Associates Inc.
Plan context: Bay State Associates Inc. 401(K) Profit Sharing Plan
EIN 04-3070730 • Lakeville, MA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$3,903,592
2024 Contributions
$208,256
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 | 65 | $3,903,592 | $208,256 | $3,204iApproximate average salary by contribution assumption: employee only about $80,098 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,599 at 6%; with 100% employer match about $40,049 at 4% or $26,699 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 65 | $3,903,592 | $208,256 | $3,204iApproximate average salary by contribution assumption: employee only about $80,098 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,599 at 6%; with 100% employer match about $40,049 at 4% or $26,699 at 6%. |
| 2023 | 1 | 36 | $3,849,354 | $184,905 | $5,136iApproximate average salary by contribution assumption: employee only about $128,406 at 4% or $85,604 at 6%; with 50% employer match about $85,604 at 4% or $57,069 at 6%; with 100% employer match about $64,203 at 4% or $42,802 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 36 | $3,849,354 | $184,905 | $5,136iApproximate average salary by contribution assumption: employee only about $128,406 at 4% or $85,604 at 6%; with 50% employer match about $85,604 at 4% or $57,069 at 6%; with 100% employer match about $64,203 at 4% or $42,802 at 6%. |
| 2022 | 1 | 32 | $3,311,517 | $182,888 | $5,715iApproximate average salary by contribution assumption: employee only about $142,881 at 4% or $95,254 at 6%; with 50% employer match about $95,254 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 32 | $3,311,517 | $182,888 | $5,715iApproximate average salary by contribution assumption: employee only about $142,881 at 4% or $95,254 at 6%; with 50% employer match about $95,254 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| 2021 | 1 | 41 | $3,951,767 | $166,433 | $4,059iApproximate average salary by contribution assumption: employee only about $101,484 at 4% or $67,656 at 6%; with 50% employer match about $67,656 at 4% or $45,104 at 6%; with 100% employer match about $50,742 at 4% or $33,828 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 41 | $3,951,767 | $166,433 | $4,059iApproximate average salary by contribution assumption: employee only about $101,484 at 4% or $67,656 at 6%; with 50% employer match about $67,656 at 4% or $45,104 at 6%; with 100% employer match about $50,742 at 4% or $33,828 at 6%. |
| 2020 | 1 | 49 | $3,579,250 | $184,128 | $3,758iApproximate average salary by contribution assumption: employee only about $93,943 at 4% or $62,629 at 6%; with 50% employer match about $62,629 at 4% or $41,752 at 6%; with 100% employer match about $46,971 at 4% or $31,314 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 49 | $3,579,250 | $184,128 | $3,758iApproximate average salary by contribution assumption: employee only about $93,943 at 4% or $62,629 at 6%; with 50% employer match about $62,629 at 4% or $41,752 at 6%; with 100% employer match about $46,971 at 4% or $31,314 at 6%. |
| 2019 | 1 | 57 | $3,147,310 | $191,237 | $3,355iApproximate average salary by contribution assumption: employee only about $83,876 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,959 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 57 | $3,147,310 | $191,237 | $3,355iApproximate average salary by contribution assumption: employee only about $83,876 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,959 at 6%. |
| 2018 | 1 | 34 | $2,556,524 | $150,414 | $4,424iApproximate average salary by contribution assumption: employee only about $110,599 at 4% or $73,732 at 6%; with 50% employer match about $73,732 at 4% or $49,155 at 6%; with 100% employer match about $55,299 at 4% or $36,866 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $2,556,524 | $150,414 | $4,424iApproximate average salary by contribution assumption: employee only about $110,599 at 4% or $73,732 at 6%; with 50% employer match about $73,732 at 4% or $49,155 at 6%; with 100% employer match about $55,299 at 4% or $36,866 at 6%. |
| 2017 | 1 | 37 | $2,625,939 | $151,347 | $4,090iApproximate average salary by contribution assumption: employee only about $102,261 at 4% or $68,174 at 6%; with 50% employer match about $68,174 at 4% or $45,450 at 6%; with 100% employer match about $51,131 at 4% or $34,087 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 37 | $2,625,939 | $151,347 | $4,090iApproximate average salary by contribution assumption: employee only about $102,261 at 4% or $68,174 at 6%; with 50% employer match about $68,174 at 4% or $45,450 at 6%; with 100% employer match about $51,131 at 4% or $34,087 at 6%. |
| 2016 | 1 | 38 | $2,878,911 | $137,007 | $3,605iApproximate average salary by contribution assumption: employee only about $90,136 at 4% or $60,091 at 6%; with 50% employer match about $60,091 at 4% or $40,061 at 6%; with 100% employer match about $45,068 at 4% or $30,045 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 38 | $2,878,911 | $137,007 | $3,605iApproximate average salary by contribution assumption: employee only about $90,136 at 4% or $60,091 at 6%; with 50% employer match about $60,091 at 4% or $40,061 at 6%; with 100% employer match about $45,068 at 4% or $30,045 at 6%. |
| 2015 | 1 | 38 | $2,569,296 | $131,502 | $3,461iApproximate average salary by contribution assumption: employee only about $86,514 at 4% or $57,676 at 6%; with 50% employer match about $57,676 at 4% or $38,451 at 6%; with 100% employer match about $43,257 at 4% or $28,838 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 38 | $2,569,296 | $131,502 | $3,461iApproximate average salary by contribution assumption: employee only about $86,514 at 4% or $57,676 at 6%; with 50% employer match about $57,676 at 4% or $38,451 at 6%; with 100% employer match about $43,257 at 4% or $28,838 at 6%. |
| 2014 | 1 | 34 | $2,483,264 | $138,813 | $4,083iApproximate average salary by contribution assumption: employee only about $102,068 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $2,483,264 | $138,813 | $4,083iApproximate average salary by contribution assumption: employee only about $102,068 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%. |
| 2013 | 1 | 34 | $2,344,196 | $138,486 | $4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $2,344,196 | $138,486 | $4,073iApproximate average salary by contribution assumption: employee only about $101,828 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,257 at 6%; with 100% employer match about $50,914 at 4% or $33,943 at 6%. |
| 2012 | 1 | 32 | $2,108,793 | $126,595 | $3,956iApproximate average salary by contribution assumption: employee only about $98,902 at 4% or $65,935 at 6%; with 50% employer match about $65,935 at 4% or $43,957 at 6%; with 100% employer match about $49,451 at 4% or $32,967 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 32 | $2,108,793 | $126,595 | $3,956iApproximate average salary by contribution assumption: employee only about $98,902 at 4% or $65,935 at 6%; with 50% employer match about $65,935 at 4% or $43,957 at 6%; with 100% employer match about $49,451 at 4% or $32,967 at 6%. |
| 2011 | 1 | 30 | $1,847,994 | $101,300 | $3,377iApproximate average salary by contribution assumption: employee only about $84,417 at 4% or $56,278 at 6%; with 50% employer match about $56,278 at 4% or $37,519 at 6%; with 100% employer match about $42,208 at 4% or $28,139 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $1,847,994 | $101,300 | $3,377iApproximate average salary by contribution assumption: employee only about $84,417 at 4% or $56,278 at 6%; with 50% employer match about $56,278 at 4% or $37,519 at 6%; with 100% employer match about $42,208 at 4% or $28,139 at 6%. |
| 2010 | 1 | 29 | $1,826,814 | $131,556 | $4,536iApproximate average salary by contribution assumption: employee only about $113,410 at 4% or $75,607 at 6%; with 50% employer match about $75,607 at 4% or $50,405 at 6%; with 100% employer match about $56,705 at 4% or $37,803 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 29 | $1,826,814 | $131,556 | $4,536iApproximate average salary by contribution assumption: employee only about $113,410 at 4% or $75,607 at 6%; with 50% employer match about $75,607 at 4% or $50,405 at 6%; with 100% employer match about $56,705 at 4% or $37,803 at 6%. |
| 2009 | 1 | 31 | $2,187,456 | $130,961 | $4,225iApproximate average salary by contribution assumption: employee only about $105,614 at 4% or $70,409 at 6%; with 50% employer match about $70,409 at 4% or $46,939 at 6%; with 100% employer match about $52,807 at 4% or $35,205 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 31 | $2,187,456 | $130,961 | $4,225iApproximate average salary by contribution assumption: employee only about $105,614 at 4% or $70,409 at 6%; with 50% employer match about $70,409 at 4% or $46,939 at 6%; with 100% employer match about $52,807 at 4% or $35,205 at 6%. |
| 2008 | 1 | 38 | $1,811,446 | $136,302 | $3,587iApproximate average salary by contribution assumption: employee only about $89,672 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,854 at 6%; with 100% employer match about $44,836 at 4% or $29,891 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 38 | $1,811,446 | $136,302 | $3,587iApproximate average salary by contribution assumption: employee only about $89,672 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,854 at 6%; with 100% employer match about $44,836 at 4% or $29,891 at 6%. |
| 2007 | 1 | 36 | $2,481,994 | $139,305 | $3,870iApproximate average salary by contribution assumption: employee only about $96,740 at 4% or $64,493 at 6%; with 50% employer match about $64,493 at 4% or $42,995 at 6%; with 100% employer match about $48,370 at 4% or $32,247 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 36 | $2,481,994 | $139,305 | $3,870iApproximate average salary by contribution assumption: employee only about $96,740 at 4% or $64,493 at 6%; with 50% employer match about $64,493 at 4% or $42,995 at 6%; with 100% employer match about $48,370 at 4% or $32,247 at 6%. |
| 2006 | 1 | 35 | $2,207,597 | $138,011 | $3,943iApproximate average salary by contribution assumption: employee only about $98,579 at 4% or $65,720 at 6%; with 50% employer match about $65,720 at 4% or $43,813 at 6%; with 100% employer match about $49,290 at 4% or $32,860 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 35 | $2,207,597 | $138,011 | $3,943iApproximate average salary by contribution assumption: employee only about $98,579 at 4% or $65,720 at 6%; with 50% employer match about $65,720 at 4% or $43,813 at 6%; with 100% employer match about $49,290 at 4% or $32,860 at 6%. |
| 2005 | 1 | 37 | $1,927,973 | $124,728 | $3,371iApproximate average salary by contribution assumption: employee only about $84,276 at 4% or $56,184 at 6%; with 50% employer match about $56,184 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 37 | $1,927,973 | $124,728 | $3,371iApproximate average salary by contribution assumption: employee only about $84,276 at 4% or $56,184 at 6%; with 50% employer match about $56,184 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%. |
| 2004 | 1 | 35 | $1,714,209 | $117,179 | $3,348iApproximate average salary by contribution assumption: employee only about $83,699 at 4% or $55,800 at 6%; with 50% employer match about $55,800 at 4% or $37,200 at 6%; with 100% employer match about $41,850 at 4% or $27,900 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 35 | $1,714,209 | $117,179 | $3,348iApproximate average salary by contribution assumption: employee only about $83,699 at 4% or $55,800 at 6%; with 50% employer match about $55,800 at 4% or $37,200 at 6%; with 100% employer match about $41,850 at 4% or $27,900 at 6%. |
| 2003 | 1 | 34 | $1,435,459 | $102,466 | $3,014iApproximate average salary by contribution assumption: employee only about $75,343 at 4% or $50,228 at 6%; with 50% employer match about $50,228 at 4% or $33,486 at 6%; with 100% employer match about $37,671 at 4% or $25,114 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 34 | $1,435,459 | $102,466 | $3,014iApproximate average salary by contribution assumption: employee only about $75,343 at 4% or $50,228 at 6%; with 50% employer match about $50,228 at 4% or $33,486 at 6%; with 100% employer match about $37,671 at 4% or $25,114 at 6%. |
| 2002 | 1 | 33 | $1,166,578 | $83,584 | $2,533iApproximate average salary by contribution assumption: employee only about $63,321 at 4% or $42,214 at 6%; with 50% employer match about $42,214 at 4% or $28,143 at 6%; with 100% employer match about $31,661 at 4% or $21,107 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 33 | $1,166,578 | $83,584 | $2,533iApproximate average salary by contribution assumption: employee only about $63,321 at 4% or $42,214 at 6%; with 50% employer match about $42,214 at 4% or $28,143 at 6%; with 100% employer match about $31,661 at 4% or $21,107 at 6%. |
| 2001 | 1 | 32 | $0 | $0 | - |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 32 | - | - | - |
| 2000 | 1 | 36 | $1,190,715 | $88,317 | $2,453iApproximate average salary by contribution assumption: employee only about $61,331 at 4% or $40,888 at 6%; with 50% employer match about $40,888 at 4% or $27,258 at 6%; with 100% employer match about $30,666 at 4% or $20,444 at 6%. |
| Bay State Associates Inc. 401(K) Profit Sharing Plan | - | 36 | $1,190,715 | $88,317 | $2,453iApproximate average salary by contribution assumption: employee only about $61,331 at 4% or $40,888 at 6%; with 50% employer match about $40,888 at 4% or $27,258 at 6%; with 100% employer match about $30,666 at 4% or $20,444 at 6%. |