The Mzo Group
Plan context: The Mzo Group 401K Savings Plan
EIN 04-3100145 • Stoneham, MA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$942,877
2024 Contributions
$105,003
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 | 7 | $942,877 | $105,003 | $15,000iApproximate average salary by contribution assumption: employee only about $375,011 at 4% or $250,007 at 6%; with 50% employer match about $250,007 at 4% or $166,671 at 6%; with 100% employer match about $187,505 at 4% or $125,004 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $942,877 | $105,003 | $15,000iApproximate average salary by contribution assumption: employee only about $375,011 at 4% or $250,007 at 6%; with 50% employer match about $250,007 at 4% or $166,671 at 6%; with 100% employer match about $187,505 at 4% or $125,004 at 6%. |
| 2023 | 2 | 7 | $1,497,344 | $161,130 | $23,019iApproximate average salary by contribution assumption: employee only about $575,464 at 4% or $383,643 at 6%; with 50% employer match about $383,643 at 4% or $255,762 at 6%; with 100% employer match about $287,732 at 4% or $191,821 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $748,672 | $80,565 | $11,509iApproximate average salary by contribution assumption: employee only about $287,732 at 4% or $191,821 at 6%; with 50% employer match about $191,821 at 4% or $127,881 at 6%; with 100% employer match about $143,866 at 4% or $95,911 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $748,672 | $80,565 | $11,509iApproximate average salary by contribution assumption: employee only about $287,732 at 4% or $191,821 at 6%; with 50% employer match about $191,821 at 4% or $127,881 at 6%; with 100% employer match about $143,866 at 4% or $95,911 at 6%. |
| 2022 | 1 | 7 | $582,578 | $79,170 | $11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $582,578 | $79,170 | $11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%. |
| 2021 | 1 | 8 | $816,234 | $85,751 | $10,719iApproximate average salary by contribution assumption: employee only about $267,972 at 4% or $178,648 at 6%; with 50% employer match about $178,648 at 4% or $119,099 at 6%; with 100% employer match about $133,986 at 4% or $89,324 at 6%. |
| The Mzo Group 401K Savings Plan | - | 8 | $816,234 | $85,751 | $10,719iApproximate average salary by contribution assumption: employee only about $267,972 at 4% or $178,648 at 6%; with 50% employer match about $178,648 at 4% or $119,099 at 6%; with 100% employer match about $133,986 at 4% or $89,324 at 6%. |
| 2020 | 1 | 8 | $956,725 | $83,936 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| The Mzo Group 401K Savings Plan | - | 8 | $956,725 | $83,936 | $10,492iApproximate average salary by contribution assumption: employee only about $262,300 at 4% or $174,867 at 6%; with 50% employer match about $174,867 at 4% or $116,578 at 6%; with 100% employer match about $131,150 at 4% or $87,433 at 6%. |
| 2019 | 1 | 7 | $975,937 | $74,914 | $10,702iApproximate average salary by contribution assumption: employee only about $267,550 at 4% or $178,367 at 6%; with 50% employer match about $178,367 at 4% or $118,911 at 6%; with 100% employer match about $133,775 at 4% or $89,183 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $975,937 | $74,914 | $10,702iApproximate average salary by contribution assumption: employee only about $267,550 at 4% or $178,367 at 6%; with 50% employer match about $178,367 at 4% or $118,911 at 6%; with 100% employer match about $133,775 at 4% or $89,183 at 6%. |
| 2018 | 1 | 7 | $824,257 | $59,642 | $8,520iApproximate average salary by contribution assumption: employee only about $213,007 at 4% or $142,005 at 6%; with 50% employer match about $142,005 at 4% or $94,670 at 6%; with 100% employer match about $106,504 at 4% or $71,002 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $824,257 | $59,642 | $8,520iApproximate average salary by contribution assumption: employee only about $213,007 at 4% or $142,005 at 6%; with 50% employer match about $142,005 at 4% or $94,670 at 6%; with 100% employer match about $106,504 at 4% or $71,002 at 6%. |
| 2017 | 1 | 8 | $854,568 | $52,065 | $6,508iApproximate average salary by contribution assumption: employee only about $162,703 at 4% or $108,469 at 6%; with 50% employer match about $108,469 at 4% or $72,313 at 6%; with 100% employer match about $81,352 at 4% or $54,234 at 6%. |
| The Mzo Group 401K Savings Plan | - | 8 | $854,568 | $52,065 | $6,508iApproximate average salary by contribution assumption: employee only about $162,703 at 4% or $108,469 at 6%; with 50% employer match about $108,469 at 4% or $72,313 at 6%; with 100% employer match about $81,352 at 4% or $54,234 at 6%. |
| 2016 | 1 | 10 | $776,492 | $48,403 | $4,840iApproximate average salary by contribution assumption: employee only about $121,008 at 4% or $80,672 at 6%; with 50% employer match about $80,672 at 4% or $53,781 at 6%; with 100% employer match about $60,504 at 4% or $40,336 at 6%. |
| The Mzo Group 401K Savings Plan | - | 10 | $776,492 | $48,403 | $4,840iApproximate average salary by contribution assumption: employee only about $121,008 at 4% or $80,672 at 6%; with 50% employer match about $80,672 at 4% or $53,781 at 6%; with 100% employer match about $60,504 at 4% or $40,336 at 6%. |
| 2015 | 1 | 10 | $963,773 | $53,205 | $5,321iApproximate average salary by contribution assumption: employee only about $133,013 at 4% or $88,675 at 6%; with 50% employer match about $88,675 at 4% or $59,117 at 6%; with 100% employer match about $66,506 at 4% or $44,338 at 6%. |
| The Mzo Group 401K Savings Plan | - | 10 | $963,773 | $53,205 | $5,321iApproximate average salary by contribution assumption: employee only about $133,013 at 4% or $88,675 at 6%; with 50% employer match about $88,675 at 4% or $59,117 at 6%; with 100% employer match about $66,506 at 4% or $44,338 at 6%. |
| 2014 | 1 | 7 | $936,647 | $25,238 | $3,605iApproximate average salary by contribution assumption: employee only about $90,136 at 4% or $60,090 at 6%; with 50% employer match about $60,090 at 4% or $40,060 at 6%; with 100% employer match about $45,068 at 4% or $30,045 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $936,647 | $25,238 | $3,605iApproximate average salary by contribution assumption: employee only about $90,136 at 4% or $60,090 at 6%; with 50% employer match about $60,090 at 4% or $40,060 at 6%; with 100% employer match about $45,068 at 4% or $30,045 at 6%. |
| 2013 | 1 | 7 | $884,225 | $29,289 | $4,184iApproximate average salary by contribution assumption: employee only about $104,604 at 4% or $69,736 at 6%; with 50% employer match about $69,736 at 4% or $46,490 at 6%; with 100% employer match about $52,302 at 4% or $34,868 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $884,225 | $29,289 | $4,184iApproximate average salary by contribution assumption: employee only about $104,604 at 4% or $69,736 at 6%; with 50% employer match about $69,736 at 4% or $46,490 at 6%; with 100% employer match about $52,302 at 4% or $34,868 at 6%. |
| 2012 | 1 | 7 | $761,172 | $22,331 | $3,190iApproximate average salary by contribution assumption: employee only about $79,754 at 4% or $53,169 at 6%; with 50% employer match about $53,169 at 4% or $35,446 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $761,172 | $22,331 | $3,190iApproximate average salary by contribution assumption: employee only about $79,754 at 4% or $53,169 at 6%; with 50% employer match about $53,169 at 4% or $35,446 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%. |
| 2011 | 1 | 7 | $667,501 | $8,977 | $1,282iApproximate average salary by contribution assumption: employee only about $32,061 at 4% or $21,374 at 6%; with 50% employer match about $21,374 at 4% or $14,249 at 6%; with 100% employer match about $16,030 at 4% or $10,687 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $667,501 | $8,977 | $1,282iApproximate average salary by contribution assumption: employee only about $32,061 at 4% or $21,374 at 6%; with 50% employer match about $21,374 at 4% or $14,249 at 6%; with 100% employer match about $16,030 at 4% or $10,687 at 6%. |
| 2010 | 1 | 8 | $722,644 | $17,757 | $2,220iApproximate average salary by contribution assumption: employee only about $55,491 at 4% or $36,994 at 6%; with 50% employer match about $36,994 at 4% or $24,663 at 6%; with 100% employer match about $27,745 at 4% or $18,497 at 6%. |
| The Mzo Group 401K Savings Plan | - | 8 | $722,644 | $17,757 | $2,220iApproximate average salary by contribution assumption: employee only about $55,491 at 4% or $36,994 at 6%; with 50% employer match about $36,994 at 4% or $24,663 at 6%; with 100% employer match about $27,745 at 4% or $18,497 at 6%. |
| 2009 | 1 | 7 | $730,020 | $49,608 | $7,087iApproximate average salary by contribution assumption: employee only about $177,171 at 4% or $118,114 at 6%; with 50% employer match about $118,114 at 4% or $78,743 at 6%; with 100% employer match about $88,586 at 4% or $59,057 at 6%. |
| The Mzo Group 401K Savings Plan | - | 7 | $730,020 | $49,608 | $7,087iApproximate average salary by contribution assumption: employee only about $177,171 at 4% or $118,114 at 6%; with 50% employer match about $118,114 at 4% or $78,743 at 6%; with 100% employer match about $88,586 at 4% or $59,057 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| The Mzo Group 401K Savings Plan | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| The Mzo Group 401K Savings Plan | - | 8 | - | - | - |
| 2006 | 1 | 8 | $587,216 | $92,607 | $11,576iApproximate average salary by contribution assumption: employee only about $289,397 at 4% or $192,931 at 6%; with 50% employer match about $192,931 at 4% or $128,621 at 6%; with 100% employer match about $144,698 at 4% or $96,466 at 6%. |
| The Mzo Group 401K Savings Plan | - | 8 | $587,216 | $92,607 | $11,576iApproximate average salary by contribution assumption: employee only about $289,397 at 4% or $192,931 at 6%; with 50% employer match about $192,931 at 4% or $128,621 at 6%; with 100% employer match about $144,698 at 4% or $96,466 at 6%. |
| 2005 | 1 | 10 | $478,948 | $85,999 | $8,600iApproximate average salary by contribution assumption: employee only about $214,998 at 4% or $143,332 at 6%; with 50% employer match about $143,332 at 4% or $95,554 at 6%; with 100% employer match about $107,499 at 4% or $71,666 at 6%. |
| The Mzo Group 401K Savings Plan | - | 10 | $478,948 | $85,999 | $8,600iApproximate average salary by contribution assumption: employee only about $214,998 at 4% or $143,332 at 6%; with 50% employer match about $143,332 at 4% or $95,554 at 6%; with 100% employer match about $107,499 at 4% or $71,666 at 6%. |
| 2004 | 1 | 10 | $0 | $0 | - |
| The Mzo Group 401K Savings Plan | - | 10 | - | - | - |
| 2002 | 1 | 10 | $212,225 | $58,623 | $5,862iApproximate average salary by contribution assumption: employee only about $146,558 at 4% or $97,705 at 6%; with 50% employer match about $97,705 at 4% or $65,137 at 6%; with 100% employer match about $73,279 at 4% or $48,853 at 6%. |
| The Mzo Group 401K Savings Plan | - | 10 | $212,225 | $58,623 | $5,862iApproximate average salary by contribution assumption: employee only about $146,558 at 4% or $97,705 at 6%; with 50% employer match about $97,705 at 4% or $65,137 at 6%; with 100% employer match about $73,279 at 4% or $48,853 at 6%. |
| 2001 | 1 | 5 | $187,015 | $49,181 | $9,836iApproximate average salary by contribution assumption: employee only about $245,905 at 4% or $163,937 at 6%; with 50% employer match about $163,937 at 4% or $109,291 at 6%; with 100% employer match about $122,953 at 4% or $81,968 at 6%. |
| The Mzo Group 401K Savings Plan | - | 5 | $187,015 | $49,181 | $9,836iApproximate average salary by contribution assumption: employee only about $245,905 at 4% or $163,937 at 6%; with 50% employer match about $163,937 at 4% or $109,291 at 6%; with 100% employer match about $122,953 at 4% or $81,968 at 6%. |
| 2000 | 1 | 5 | $144,466 | $38,678 | $7,736iApproximate average salary by contribution assumption: employee only about $193,390 at 4% or $128,927 at 6%; with 50% employer match about $128,927 at 4% or $85,951 at 6%; with 100% employer match about $96,695 at 4% or $64,463 at 6%. |
| The Mzo Group 401K Savings Plan | - | 5 | $144,466 | $38,678 | $7,736iApproximate average salary by contribution assumption: employee only about $193,390 at 4% or $128,927 at 6%; with 50% employer match about $128,927 at 4% or $85,951 at 6%; with 100% employer match about $96,695 at 4% or $64,463 at 6%. |
| 1999 | 1 | 6 | $107,971 | $67,161 | $11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%. |
| The Mzo Group 401K Savings Plan | - | 6 | $107,971 | $67,161 | $11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%. |