Civic Intelligence

Boston Financial Management

Plan context: Boston Financial Management 401K Plan

EIN 04-3087236 • Boston, MA • 16 filings • 2 plans

One Winthrop SquareBoston, MA 02110-1209
Current Snapshot

Latest Year

2015

2015 Participants

41

2015 Assets

$3,871,461

2015 Contributions

$600,089

Historical Graphs

Total Assets Over Time

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

$3,871,461$1,935,731$0199920082015YearValue
$3,871,461Latest year 2015

Participants Over Time

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

41210199920072015YearValue
41Latest year 2015

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
2015141$3,871,461$600,089$14,636iApproximate average salary by contribution assumption: employee only about $365,908 at 4% or $243,939 at 6%; with 50% employer match about $243,939 at 4% or $162,626 at 6%; with 100% employer match about $182,954 at 4% or $121,969 at 6%.
Boston Financial Management 401K Plan-41$3,871,461$600,089$14,636iApproximate average salary by contribution assumption: employee only about $365,908 at 4% or $243,939 at 6%; with 50% employer match about $243,939 at 4% or $162,626 at 6%; with 100% employer match about $182,954 at 4% or $121,969 at 6%.
2013137$3,344,476$446,048$12,055iApproximate average salary by contribution assumption: employee only about $301,384 at 4% or $200,923 at 6%; with 50% employer match about $200,923 at 4% or $133,948 at 6%; with 100% employer match about $150,692 at 4% or $100,461 at 6%.
Boston Financial Management 401K Plan-37$3,344,476$446,048$12,055iApproximate average salary by contribution assumption: employee only about $301,384 at 4% or $200,923 at 6%; with 50% employer match about $200,923 at 4% or $133,948 at 6%; with 100% employer match about $150,692 at 4% or $100,461 at 6%.
2012134$2,771,818$395,778$11,641iApproximate average salary by contribution assumption: employee only about $291,013 at 4% or $194,009 at 6%; with 50% employer match about $194,009 at 4% or $129,339 at 6%; with 100% employer match about $145,507 at 4% or $97,004 at 6%.
Boston Financial Management 401K Plan-34$2,771,818$395,778$11,641iApproximate average salary by contribution assumption: employee only about $291,013 at 4% or $194,009 at 6%; with 50% employer match about $194,009 at 4% or $129,339 at 6%; with 100% employer match about $145,507 at 4% or $97,004 at 6%.
2011129$2,098,482$323,640$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Boston Financial Management 401K Plan-29$2,098,482$323,640$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
2010133$2,287,294$711,301$21,555iApproximate average salary by contribution assumption: employee only about $538,864 at 4% or $359,243 at 6%; with 50% employer match about $359,243 at 4% or $239,495 at 6%; with 100% employer match about $269,432 at 4% or $179,621 at 6%.
Boston Financial Management 401K Plan-33$2,287,294$711,301$21,555iApproximate average salary by contribution assumption: employee only about $538,864 at 4% or $359,243 at 6%; with 50% employer match about $359,243 at 4% or $239,495 at 6%; with 100% employer match about $269,432 at 4% or $179,621 at 6%.
2009126$1,277,435$237,545$9,136iApproximate average salary by contribution assumption: employee only about $228,409 at 4% or $152,272 at 6%; with 50% employer match about $152,272 at 4% or $101,515 at 6%; with 100% employer match about $114,204 at 4% or $76,136 at 6%.
Boston Financial Management 401K Plan-26$1,277,435$237,545$9,136iApproximate average salary by contribution assumption: employee only about $228,409 at 4% or $152,272 at 6%; with 50% employer match about $152,272 at 4% or $101,515 at 6%; with 100% employer match about $114,204 at 4% or $76,136 at 6%.
2008119$944,801$198,988$10,473iApproximate average salary by contribution assumption: employee only about $261,826 at 4% or $174,551 at 6%; with 50% employer match about $174,551 at 4% or $116,367 at 6%; with 100% employer match about $130,913 at 4% or $87,275 at 6%.
Boston Financial Management 401K Plan-19$944,801$198,988$10,473iApproximate average salary by contribution assumption: employee only about $261,826 at 4% or $174,551 at 6%; with 50% employer match about $174,551 at 4% or $116,367 at 6%; with 100% employer match about $130,913 at 4% or $87,275 at 6%.
2007118$0$0-
Boston Financial Management 401K Plan-18---
2006119$1,206,134$219,630$11,559iApproximate average salary by contribution assumption: employee only about $288,987 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,493 at 4% or $96,329 at 6%.
Boston Financial Management 401K Plan-19$1,206,134$219,630$11,559iApproximate average salary by contribution assumption: employee only about $288,987 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,493 at 4% or $96,329 at 6%.
2005119$882,908$185,453$9,761iApproximate average salary by contribution assumption: employee only about $244,017 at 4% or $162,678 at 6%; with 50% employer match about $162,678 at 4% or $108,452 at 6%; with 100% employer match about $122,009 at 4% or $81,339 at 6%.
Boston Financial Management 401K Plan-19$882,908$185,453$9,761iApproximate average salary by contribution assumption: employee only about $244,017 at 4% or $162,678 at 6%; with 50% employer match about $162,678 at 4% or $108,452 at 6%; with 100% employer match about $122,009 at 4% or $81,339 at 6%.
2004124$668,030$172,912$7,205iApproximate average salary by contribution assumption: employee only about $180,117 at 4% or $120,078 at 6%; with 50% employer match about $120,078 at 4% or $80,052 at 6%; with 100% employer match about $90,058 at 4% or $60,039 at 6%.
Boston Financial Management 401K Plan-24$668,030$172,912$7,205iApproximate average salary by contribution assumption: employee only about $180,117 at 4% or $120,078 at 6%; with 50% employer match about $120,078 at 4% or $80,052 at 6%; with 100% employer match about $90,058 at 4% or $60,039 at 6%.
2003119$474,099$357,209$18,800iApproximate average salary by contribution assumption: employee only about $470,012 at 4% or $313,341 at 6%; with 50% employer match about $313,341 at 4% or $208,894 at 6%; with 100% employer match about $235,006 at 4% or $156,671 at 6%.
Boston Financial Management 401K Plan-19$474,099$357,209$18,800iApproximate average salary by contribution assumption: employee only about $470,012 at 4% or $313,341 at 6%; with 50% employer match about $313,341 at 4% or $208,894 at 6%; with 100% employer match about $235,006 at 4% or $156,671 at 6%.
200214$96,776$24,268$6,067iApproximate average salary by contribution assumption: employee only about $151,675 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,558 at 6%.
Boston Financial Management 401K Plan-4$96,776$24,268$6,067iApproximate average salary by contribution assumption: employee only about $151,675 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,558 at 6%.
200114$0$0-
Boston Financial Management 401K Plan-4---
200014$103,258$35,096$8,774iApproximate average salary by contribution assumption: employee only about $219,350 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,489 at 6%; with 100% employer match about $109,675 at 4% or $73,117 at 6%.
Boston Financial Management 401K Plan-4$103,258$35,096$8,774iApproximate average salary by contribution assumption: employee only about $219,350 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,489 at 6%; with 100% employer match about $109,675 at 4% or $73,117 at 6%.
199914$67,413$20,092$5,023iApproximate average salary by contribution assumption: employee only about $125,575 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,858 at 6%.
Boston Financial Management 401K Plan-4$67,413$20,092$5,023iApproximate average salary by contribution assumption: employee only about $125,575 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,858 at 6%.