Civic Intelligence

Auerr, Zajac & Associates, LLP

Plan context: Auerr, Zajac & Associates LLP 401(K) Plan

EIN 04-3125991 • Franklin, MA • 23 filings • 3 plans

29 Dean AvenueFranklin, MA 02038
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,251,855

2024 Contributions

$199,722

Historical Graphs

Total Assets Over Time

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

$5,141,490$2,570,745$0200320142024YearValue
$4,251,855Latest year 2024

Participants Over Time

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

1580200220132024YearValue
10Latest year 2024

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
2024110$4,251,855$199,722$19,972iApproximate average salary by contribution assumption: employee only about $499,305 at 4% or $332,870 at 6%; with 50% employer match about $332,870 at 4% or $221,913 at 6%; with 100% employer match about $249,653 at 4% or $166,435 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-10$4,251,855$199,722$19,972iApproximate average salary by contribution assumption: employee only about $499,305 at 4% or $332,870 at 6%; with 50% employer match about $332,870 at 4% or $221,913 at 6%; with 100% employer match about $249,653 at 4% or $166,435 at 6%.
2023112$4,236,854$198,640$16,553iApproximate average salary by contribution assumption: employee only about $413,833 at 4% or $275,889 at 6%; with 50% employer match about $275,889 at 4% or $183,926 at 6%; with 100% employer match about $206,917 at 4% or $137,944 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-12$4,236,854$198,640$16,553iApproximate average salary by contribution assumption: employee only about $413,833 at 4% or $275,889 at 6%; with 50% employer match about $275,889 at 4% or $183,926 at 6%; with 100% employer match about $206,917 at 4% or $137,944 at 6%.
2022112$3,538,357$174,207$14,517iApproximate average salary by contribution assumption: employee only about $362,931 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,303 at 6%; with 100% employer match about $181,466 at 4% or $120,977 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-12$3,538,357$174,207$14,517iApproximate average salary by contribution assumption: employee only about $362,931 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,303 at 6%; with 100% employer match about $181,466 at 4% or $120,977 at 6%.
2021113$5,141,490$206,181$15,860iApproximate average salary by contribution assumption: employee only about $396,502 at 4% or $264,335 at 6%; with 50% employer match about $264,335 at 4% or $176,223 at 6%; with 100% employer match about $198,251 at 4% or $132,167 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$5,141,490$206,181$15,860iApproximate average salary by contribution assumption: employee only about $396,502 at 4% or $264,335 at 6%; with 50% employer match about $264,335 at 4% or $176,223 at 6%; with 100% employer match about $198,251 at 4% or $132,167 at 6%.
2020113$4,421,006$176,454$13,573iApproximate average salary by contribution assumption: employee only about $339,335 at 4% or $226,223 at 6%; with 50% employer match about $226,223 at 4% or $150,815 at 6%; with 100% employer match about $169,667 at 4% or $113,112 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$4,421,006$176,454$13,573iApproximate average salary by contribution assumption: employee only about $339,335 at 4% or $226,223 at 6%; with 50% employer match about $226,223 at 4% or $150,815 at 6%; with 100% employer match about $169,667 at 4% or $113,112 at 6%.
2019113$4,141,767$211,294$16,253iApproximate average salary by contribution assumption: employee only about $406,335 at 4% or $270,890 at 6%; with 50% employer match about $270,890 at 4% or $180,593 at 6%; with 100% employer match about $203,167 at 4% or $135,445 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$4,141,767$211,294$16,253iApproximate average salary by contribution assumption: employee only about $406,335 at 4% or $270,890 at 6%; with 50% employer match about $270,890 at 4% or $180,593 at 6%; with 100% employer match about $203,167 at 4% or $135,445 at 6%.
2018115$3,351,548$206,160$13,744iApproximate average salary by contribution assumption: employee only about $343,600 at 4% or $229,067 at 6%; with 50% employer match about $229,067 at 4% or $152,711 at 6%; with 100% employer match about $171,800 at 4% or $114,533 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-15$3,351,548$206,160$13,744iApproximate average salary by contribution assumption: employee only about $343,600 at 4% or $229,067 at 6%; with 50% employer match about $229,067 at 4% or $152,711 at 6%; with 100% employer match about $171,800 at 4% or $114,533 at 6%.
2017114$3,367,899$198,390$14,171iApproximate average salary by contribution assumption: employee only about $354,268 at 4% or $236,179 at 6%; with 50% employer match about $236,179 at 4% or $157,452 at 6%; with 100% employer match about $177,134 at 4% or $118,089 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-14$3,367,899$198,390$14,171iApproximate average salary by contribution assumption: employee only about $354,268 at 4% or $236,179 at 6%; with 50% employer match about $236,179 at 4% or $157,452 at 6%; with 100% employer match about $177,134 at 4% or $118,089 at 6%.
2016113$2,666,154$193,795$14,907iApproximate average salary by contribution assumption: employee only about $372,683 at 4% or $248,455 at 6%; with 50% employer match about $248,455 at 4% or $165,637 at 6%; with 100% employer match about $186,341 at 4% or $124,228 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$2,666,154$193,795$14,907iApproximate average salary by contribution assumption: employee only about $372,683 at 4% or $248,455 at 6%; with 50% employer match about $248,455 at 4% or $165,637 at 6%; with 100% employer match about $186,341 at 4% or $124,228 at 6%.
2015114$2,325,589$189,722$13,552iApproximate average salary by contribution assumption: employee only about $338,789 at 4% or $225,860 at 6%; with 50% employer match about $225,860 at 4% or $150,573 at 6%; with 100% employer match about $169,395 at 4% or $112,930 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-14$2,325,589$189,722$13,552iApproximate average salary by contribution assumption: employee only about $338,789 at 4% or $225,860 at 6%; with 50% employer match about $225,860 at 4% or $150,573 at 6%; with 100% employer match about $169,395 at 4% or $112,930 at 6%.
2014115$2,165,466$177,621$11,841iApproximate average salary by contribution assumption: employee only about $296,035 at 4% or $197,357 at 6%; with 50% employer match about $197,357 at 4% or $131,571 at 6%; with 100% employer match about $148,018 at 4% or $98,678 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-15$2,165,466$177,621$11,841iApproximate average salary by contribution assumption: employee only about $296,035 at 4% or $197,357 at 6%; with 50% employer match about $197,357 at 4% or $131,571 at 6%; with 100% employer match about $148,018 at 4% or $98,678 at 6%.
2013114$1,864,909$174,473$12,462iApproximate average salary by contribution assumption: employee only about $311,559 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,471 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-14$1,864,909$174,473$12,462iApproximate average salary by contribution assumption: employee only about $311,559 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,471 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
2012113$1,399,888$174,463$13,420iApproximate average salary by contribution assumption: employee only about $335,506 at 4% or $223,671 at 6%; with 50% employer match about $223,671 at 4% or $149,114 at 6%; with 100% employer match about $167,753 at 4% or $111,835 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$1,399,888$174,463$13,420iApproximate average salary by contribution assumption: employee only about $335,506 at 4% or $223,671 at 6%; with 50% employer match about $223,671 at 4% or $149,114 at 6%; with 100% employer match about $167,753 at 4% or $111,835 at 6%.
2011111$1,072,004$175,769$15,979iApproximate average salary by contribution assumption: employee only about $399,475 at 4% or $266,317 at 6%; with 50% employer match about $266,317 at 4% or $177,544 at 6%; with 100% employer match about $199,738 at 4% or $133,158 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-11$1,072,004$175,769$15,979iApproximate average salary by contribution assumption: employee only about $399,475 at 4% or $266,317 at 6%; with 50% employer match about $266,317 at 4% or $177,544 at 6%; with 100% employer match about $199,738 at 4% or $133,158 at 6%.
2010111$931,967$156,016$14,183iApproximate average salary by contribution assumption: employee only about $354,582 at 4% or $236,388 at 6%; with 50% employer match about $236,388 at 4% or $157,592 at 6%; with 100% employer match about $177,291 at 4% or $118,194 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-11$931,967$156,016$14,183iApproximate average salary by contribution assumption: employee only about $354,582 at 4% or $236,388 at 6%; with 50% employer match about $236,388 at 4% or $157,592 at 6%; with 100% employer match about $177,291 at 4% or $118,194 at 6%.
2009111$661,246$117,473$10,679iApproximate average salary by contribution assumption: employee only about $266,984 at 4% or $177,989 at 6%; with 50% employer match about $177,989 at 4% or $118,660 at 6%; with 100% employer match about $133,492 at 4% or $88,995 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-11$661,246$117,473$10,679iApproximate average salary by contribution assumption: employee only about $266,984 at 4% or $177,989 at 6%; with 50% employer match about $177,989 at 4% or $118,660 at 6%; with 100% employer match about $133,492 at 4% or $88,995 at 6%.
2008111$413,460$94,799$8,618iApproximate average salary by contribution assumption: employee only about $215,452 at 4% or $143,635 at 6%; with 50% employer match about $143,635 at 4% or $95,757 at 6%; with 100% employer match about $107,726 at 4% or $71,817 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-11$413,460$94,799$8,618iApproximate average salary by contribution assumption: employee only about $215,452 at 4% or $143,635 at 6%; with 50% employer match about $143,635 at 4% or $95,757 at 6%; with 100% employer match about $107,726 at 4% or $71,817 at 6%.
2007110$566,281$99,430$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-10$566,281$99,430$9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%.
2006111$447,057$93,815$8,529iApproximate average salary by contribution assumption: employee only about $213,216 at 4% or $142,144 at 6%; with 50% employer match about $142,144 at 4% or $94,763 at 6%; with 100% employer match about $106,608 at 4% or $71,072 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-11$447,057$93,815$8,529iApproximate average salary by contribution assumption: employee only about $213,216 at 4% or $142,144 at 6%; with 50% employer match about $142,144 at 4% or $94,763 at 6%; with 100% employer match about $106,608 at 4% or $71,072 at 6%.
2005113$305,101$77,601$5,969iApproximate average salary by contribution assumption: employee only about $149,233 at 4% or $99,488 at 6%; with 50% employer match about $99,488 at 4% or $66,326 at 6%; with 100% employer match about $74,616 at 4% or $49,744 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-13$305,101$77,601$5,969iApproximate average salary by contribution assumption: employee only about $149,233 at 4% or $99,488 at 6%; with 50% employer match about $99,488 at 4% or $66,326 at 6%; with 100% employer match about $74,616 at 4% or $49,744 at 6%.
200419$206,566$68,454$7,606iApproximate average salary by contribution assumption: employee only about $190,150 at 4% or $126,767 at 6%; with 50% employer match about $126,767 at 4% or $84,511 at 6%; with 100% employer match about $95,075 at 4% or $63,383 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-9$206,566$68,454$7,606iApproximate average salary by contribution assumption: employee only about $190,150 at 4% or $126,767 at 6%; with 50% employer match about $126,767 at 4% or $84,511 at 6%; with 100% employer match about $95,075 at 4% or $63,383 at 6%.
2003110$116,745$62,433$6,243iApproximate average salary by contribution assumption: employee only about $156,083 at 4% or $104,055 at 6%; with 50% employer match about $104,055 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,028 at 6%.
Auerr, Zajac & Associates LLP 401(K) Plan-10$116,745$62,433$6,243iApproximate average salary by contribution assumption: employee only about $156,083 at 4% or $104,055 at 6%; with 50% employer match about $104,055 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,028 at 6%.
2002111$0$0-
Auerr, Zajac & Associates LLP 401(K) Plan-11---