Civic Intelligence

NORTON AND ASSOCIATES, INC.

Plan context: Norton & Associates Inc. 401K Plan

EIN 04-3130117 • Cohasset, MA • 26 filings • 5 plans

34 Elm StCohasset, MA 02025
Current Snapshot

Latest Year

2024

2024 Participants

354

2024 Assets

$3,670,921

2024 Contributions

$223,793

Historical Graphs

Total Assets Over Time

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

$3,670,921$1,835,461$0199920122023YearValue
$3,670,921Latest year 2023

Participants Over Time

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

9044520199920112023YearValue
354Latest year 2023

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
202410$0$223,793-
Norton & Associates Inc. 401K Plan-0-$223,793-
20231354$3,670,921$522,333$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,395 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
Norton & Associates Inc. 401K Plan-354$3,670,921$522,333$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,395 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
20221904$2,741,776$475,889$526iApproximate average salary by contribution assumption: employee only about $13,161 at 4% or $8,774 at 6%; with 50% employer match about $8,774 at 4% or $5,849 at 6%; with 100% employer match about $6,580 at 4% or $4,387 at 6%.
Norton & Associates Inc. 401K Plan-904$2,741,776$475,889$526iApproximate average salary by contribution assumption: employee only about $13,161 at 4% or $8,774 at 6%; with 50% employer match about $8,774 at 4% or $5,849 at 6%; with 100% employer match about $6,580 at 4% or $4,387 at 6%.
20211283$2,590,685$284,862$1,007iApproximate average salary by contribution assumption: employee only about $25,164 at 4% or $16,776 at 6%; with 50% employer match about $16,776 at 4% or $11,184 at 6%; with 100% employer match about $12,582 at 4% or $8,388 at 6%.
Norton & Associates Inc. 401K Plan-283$2,590,685$284,862$1,007iApproximate average salary by contribution assumption: employee only about $25,164 at 4% or $16,776 at 6%; with 50% employer match about $16,776 at 4% or $11,184 at 6%; with 100% employer match about $12,582 at 4% or $8,388 at 6%.
20201118$1,952,504$161,562$1,369iApproximate average salary by contribution assumption: employee only about $34,229 at 4% or $22,819 at 6%; with 50% employer match about $22,819 at 4% or $15,213 at 6%; with 100% employer match about $17,115 at 4% or $11,410 at 6%.
Norton & Associates Inc. 401K Plan-118$1,952,504$161,562$1,369iApproximate average salary by contribution assumption: employee only about $34,229 at 4% or $22,819 at 6%; with 50% employer match about $22,819 at 4% or $15,213 at 6%; with 100% employer match about $17,115 at 4% or $11,410 at 6%.
20191116$1,657,855$127,877$1,102iApproximate average salary by contribution assumption: employee only about $27,560 at 4% or $18,373 at 6%; with 50% employer match about $18,373 at 4% or $12,249 at 6%; with 100% employer match about $13,780 at 4% or $9,187 at 6%.
Norton & Associates Inc. 401K Plan-116$1,657,855$127,877$1,102iApproximate average salary by contribution assumption: employee only about $27,560 at 4% or $18,373 at 6%; with 50% employer match about $18,373 at 4% or $12,249 at 6%; with 100% employer match about $13,780 at 4% or $9,187 at 6%.
2018123$1,414,507$63,034$2,741iApproximate average salary by contribution assumption: employee only about $68,515 at 4% or $45,677 at 6%; with 50% employer match about $45,677 at 4% or $30,451 at 6%; with 100% employer match about $34,258 at 4% or $22,838 at 6%.
Norton & Associates Inc. 401K Plan-23$1,414,507$63,034$2,741iApproximate average salary by contribution assumption: employee only about $68,515 at 4% or $45,677 at 6%; with 50% employer match about $45,677 at 4% or $30,451 at 6%; with 100% employer match about $34,258 at 4% or $22,838 at 6%.
2017119$1,458,117$195,735$10,302iApproximate average salary by contribution assumption: employee only about $257,546 at 4% or $171,697 at 6%; with 50% employer match about $171,697 at 4% or $114,465 at 6%; with 100% employer match about $128,773 at 4% or $85,849 at 6%.
Norton & Associates Inc. 401K Plan-19$1,458,117$195,735$10,302iApproximate average salary by contribution assumption: employee only about $257,546 at 4% or $171,697 at 6%; with 50% employer match about $171,697 at 4% or $114,465 at 6%; with 100% employer match about $128,773 at 4% or $85,849 at 6%.
2016119$1,226,677$75,466$3,972iApproximate average salary by contribution assumption: employee only about $99,297 at 4% or $66,198 at 6%; with 50% employer match about $66,198 at 4% or $44,132 at 6%; with 100% employer match about $49,649 at 4% or $33,099 at 6%.
Norton & Associates Inc. 401K Plan-19$1,226,677$75,466$3,972iApproximate average salary by contribution assumption: employee only about $99,297 at 4% or $66,198 at 6%; with 50% employer match about $66,198 at 4% or $44,132 at 6%; with 100% employer match about $49,649 at 4% or $33,099 at 6%.
2015119$1,120,197$49,685$2,615iApproximate average salary by contribution assumption: employee only about $65,375 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,056 at 6%; with 100% employer match about $32,688 at 4% or $21,792 at 6%.
Norton & Associates Inc. 401K Plan-19$1,120,197$49,685$2,615iApproximate average salary by contribution assumption: employee only about $65,375 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,056 at 6%; with 100% employer match about $32,688 at 4% or $21,792 at 6%.
2014122$1,267,219$42,790$1,945iApproximate average salary by contribution assumption: employee only about $48,625 at 4% or $32,417 at 6%; with 50% employer match about $32,417 at 4% or $21,611 at 6%; with 100% employer match about $24,313 at 4% or $16,208 at 6%.
Norton & Associates Inc. 401K Plan-22$1,267,219$42,790$1,945iApproximate average salary by contribution assumption: employee only about $48,625 at 4% or $32,417 at 6%; with 50% employer match about $32,417 at 4% or $21,611 at 6%; with 100% employer match about $24,313 at 4% or $16,208 at 6%.
2013121$1,410,806$79,813$3,801iApproximate average salary by contribution assumption: employee only about $95,015 at 4% or $63,344 at 6%; with 50% employer match about $63,344 at 4% or $42,229 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%.
Norton & Associates Inc. 401K Plan-21$1,410,806$79,813$3,801iApproximate average salary by contribution assumption: employee only about $95,015 at 4% or $63,344 at 6%; with 50% employer match about $63,344 at 4% or $42,229 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%.
2012123$1,148,361$104,352$4,537iApproximate average salary by contribution assumption: employee only about $113,426 at 4% or $75,617 at 6%; with 50% employer match about $75,617 at 4% or $50,412 at 6%; with 100% employer match about $56,713 at 4% or $37,809 at 6%.
Norton & Associates Inc. 401K Plan-23$1,148,361$104,352$4,537iApproximate average salary by contribution assumption: employee only about $113,426 at 4% or $75,617 at 6%; with 50% employer match about $75,617 at 4% or $50,412 at 6%; with 100% employer match about $56,713 at 4% or $37,809 at 6%.
2011129$1,056,224$101,444$3,498iApproximate average salary by contribution assumption: employee only about $87,452 at 4% or $58,301 at 6%; with 50% employer match about $58,301 at 4% or $38,867 at 6%; with 100% employer match about $43,726 at 4% or $29,151 at 6%.
Norton & Associates Inc. 401K Plan-29$1,056,224$101,444$3,498iApproximate average salary by contribution assumption: employee only about $87,452 at 4% or $58,301 at 6%; with 50% employer match about $58,301 at 4% or $38,867 at 6%; with 100% employer match about $43,726 at 4% or $29,151 at 6%.
2010182$1,216,660$143,052$1,745iApproximate average salary by contribution assumption: employee only about $43,613 at 4% or $29,076 at 6%; with 50% employer match about $29,076 at 4% or $19,384 at 6%; with 100% employer match about $21,807 at 4% or $14,538 at 6%.
Norton & Associates Inc. 401K Plan-82$1,216,660$143,052$1,745iApproximate average salary by contribution assumption: employee only about $43,613 at 4% or $29,076 at 6%; with 50% employer match about $29,076 at 4% or $19,384 at 6%; with 100% employer match about $21,807 at 4% or $14,538 at 6%.
20091132$982,627$159,215$1,206iApproximate average salary by contribution assumption: employee only about $30,154 at 4% or $20,103 at 6%; with 50% employer match about $20,103 at 4% or $13,402 at 6%; with 100% employer match about $15,077 at 4% or $10,051 at 6%.
Norton & Associates Inc. 401K Plan-132$982,627$159,215$1,206iApproximate average salary by contribution assumption: employee only about $30,154 at 4% or $20,103 at 6%; with 50% employer match about $20,103 at 4% or $13,402 at 6%; with 100% employer match about $15,077 at 4% or $10,051 at 6%.
20081178$701,181$203,295$1,142iApproximate average salary by contribution assumption: employee only about $28,553 at 4% or $19,035 at 6%; with 50% employer match about $19,035 at 4% or $12,690 at 6%; with 100% employer match about $14,276 at 4% or $9,518 at 6%.
Norton & Associates Inc. 401K Plan-178$701,181$203,295$1,142iApproximate average salary by contribution assumption: employee only about $28,553 at 4% or $19,035 at 6%; with 50% employer match about $19,035 at 4% or $12,690 at 6%; with 100% employer match about $14,276 at 4% or $9,518 at 6%.
20071198$763,024$178,935$904iApproximate average salary by contribution assumption: employee only about $22,593 at 4% or $15,062 at 6%; with 50% employer match about $15,062 at 4% or $10,041 at 6%; with 100% employer match about $11,296 at 4% or $7,531 at 6%.
Norton & Associates Inc. 401K Plan-198$763,024$178,935$904iApproximate average salary by contribution assumption: employee only about $22,593 at 4% or $15,062 at 6%; with 50% employer match about $15,062 at 4% or $10,041 at 6%; with 100% employer match about $11,296 at 4% or $7,531 at 6%.
20061235$559,338$165,220$703iApproximate average salary by contribution assumption: employee only about $17,577 at 4% or $11,718 at 6%; with 50% employer match about $11,718 at 4% or $7,812 at 6%; with 100% employer match about $8,788 at 4% or $5,859 at 6%.
Norton & Associates Inc. 401K Plan-235$559,338$165,220$703iApproximate average salary by contribution assumption: employee only about $17,577 at 4% or $11,718 at 6%; with 50% employer match about $11,718 at 4% or $7,812 at 6%; with 100% employer match about $8,788 at 4% or $5,859 at 6%.
20051201$406,925$120,774$601iApproximate average salary by contribution assumption: employee only about $15,022 at 4% or $10,014 at 6%; with 50% employer match about $10,014 at 4% or $6,676 at 6%; with 100% employer match about $7,511 at 4% or $5,007 at 6%.
Norton & Associates Inc. 401K Plan-201$406,925$120,774$601iApproximate average salary by contribution assumption: employee only about $15,022 at 4% or $10,014 at 6%; with 50% employer match about $10,014 at 4% or $6,676 at 6%; with 100% employer match about $7,511 at 4% or $5,007 at 6%.
20041153$378,705$92,497$605iApproximate average salary by contribution assumption: employee only about $15,114 at 4% or $10,076 at 6%; with 50% employer match about $10,076 at 4% or $6,717 at 6%; with 100% employer match about $7,557 at 4% or $5,038 at 6%.
Norton & Associates Inc. 401K Plan-153$378,705$92,497$605iApproximate average salary by contribution assumption: employee only about $15,114 at 4% or $10,076 at 6%; with 50% employer match about $10,076 at 4% or $6,717 at 6%; with 100% employer match about $7,557 at 4% or $5,038 at 6%.
20031193$282,936$69,831$362iApproximate average salary by contribution assumption: employee only about $9,045 at 4% or $6,030 at 6%; with 50% employer match about $6,030 at 4% or $4,020 at 6%; with 100% employer match about $4,523 at 4% or $3,015 at 6%.
Norton & Associates Inc. 401K Plan-193$282,936$69,831$362iApproximate average salary by contribution assumption: employee only about $9,045 at 4% or $6,030 at 6%; with 50% employer match about $6,030 at 4% or $4,020 at 6%; with 100% employer match about $4,523 at 4% or $3,015 at 6%.
2002195$227,741$51,042$537iApproximate average salary by contribution assumption: employee only about $13,432 at 4% or $8,955 at 6%; with 50% employer match about $8,955 at 4% or $5,970 at 6%; with 100% employer match about $6,716 at 4% or $4,477 at 6%.
Norton & Associates Inc. 401K Plan-95$227,741$51,042$537iApproximate average salary by contribution assumption: employee only about $13,432 at 4% or $8,955 at 6%; with 50% employer match about $8,955 at 4% or $5,970 at 6%; with 100% employer match about $6,716 at 4% or $4,477 at 6%.
2001146$0$0-
Norton & Associates Inc. 401K Plan-46---
2000119$362,456$26,679$1,404iApproximate average salary by contribution assumption: employee only about $35,104 at 4% or $23,403 at 6%; with 50% employer match about $23,403 at 4% or $15,602 at 6%; with 100% employer match about $17,552 at 4% or $11,701 at 6%.
Norton & Associates Inc. 401K Plan-19$362,456$26,679$1,404iApproximate average salary by contribution assumption: employee only about $35,104 at 4% or $23,403 at 6%; with 50% employer match about $23,403 at 4% or $15,602 at 6%; with 100% employer match about $17,552 at 4% or $11,701 at 6%.
1999133$482,360$56,448$1,711iApproximate average salary by contribution assumption: employee only about $42,764 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,255 at 6%.
Norton & Associates Inc. 401K Plan-33$482,360$56,448$1,711iApproximate average salary by contribution assumption: employee only about $42,764 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,255 at 6%.