Civic Intelligence

A. & M. Associates Ltd.

Plan context: A. & M. Associates Ltd. 401K Retirement Plan

EIN 04-3133619 • Lakeville, MA • 20 filings • 3 plans

540 Kenneth Welch DriveP.O. Box 1234Lakeville, MA 02347
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$2,438,942

2019 Contributions

$128,132

Historical Graphs

Total Assets Over Time

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

$2,438,942$1,219,471$0199920102019YearValue
$2,438,942Latest year 2019

Participants Over Time

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

950199920102019YearValue
7Latest year 2019

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
201917$2,438,942$128,132$18,305iApproximate average salary by contribution assumption: employee only about $457,614 at 4% or $305,076 at 6%; with 50% employer match about $305,076 at 4% or $203,384 at 6%; with 100% employer match about $228,807 at 4% or $152,538 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$2,438,942$128,132$18,305iApproximate average salary by contribution assumption: employee only about $457,614 at 4% or $305,076 at 6%; with 50% employer match about $305,076 at 4% or $203,384 at 6%; with 100% employer match about $228,807 at 4% or $152,538 at 6%.
201817$1,975,653$137,964$19,709iApproximate average salary by contribution assumption: employee only about $492,729 at 4% or $328,486 at 6%; with 50% employer match about $328,486 at 4% or $218,990 at 6%; with 100% employer match about $246,364 at 4% or $164,243 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$1,975,653$137,964$19,709iApproximate average salary by contribution assumption: employee only about $492,729 at 4% or $328,486 at 6%; with 50% employer match about $328,486 at 4% or $218,990 at 6%; with 100% employer match about $246,364 at 4% or $164,243 at 6%.
201717$1,978,223$133,937$19,134iApproximate average salary by contribution assumption: employee only about $478,346 at 4% or $318,898 at 6%; with 50% employer match about $318,898 at 4% or $212,598 at 6%; with 100% employer match about $239,173 at 4% or $159,449 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$1,978,223$133,937$19,134iApproximate average salary by contribution assumption: employee only about $478,346 at 4% or $318,898 at 6%; with 50% employer match about $318,898 at 4% or $212,598 at 6%; with 100% employer match about $239,173 at 4% or $159,449 at 6%.
201618$1,687,528$132,455$16,557iApproximate average salary by contribution assumption: employee only about $413,922 at 4% or $275,948 at 6%; with 50% employer match about $275,948 at 4% or $183,965 at 6%; with 100% employer match about $206,961 at 4% or $137,974 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-8$1,687,528$132,455$16,557iApproximate average salary by contribution assumption: employee only about $413,922 at 4% or $275,948 at 6%; with 50% employer match about $275,948 at 4% or $183,965 at 6%; with 100% employer match about $206,961 at 4% or $137,974 at 6%.
201518$1,458,991$107,019$13,377iApproximate average salary by contribution assumption: employee only about $334,434 at 4% or $222,956 at 6%; with 50% employer match about $222,956 at 4% or $148,638 at 6%; with 100% employer match about $167,217 at 4% or $111,478 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-8$1,458,991$107,019$13,377iApproximate average salary by contribution assumption: employee only about $334,434 at 4% or $222,956 at 6%; with 50% employer match about $222,956 at 4% or $148,638 at 6%; with 100% employer match about $167,217 at 4% or $111,478 at 6%.
201417$1,344,333$99,650$14,236iApproximate average salary by contribution assumption: employee only about $355,893 at 4% or $237,262 at 6%; with 50% employer match about $237,262 at 4% or $158,175 at 6%; with 100% employer match about $177,946 at 4% or $118,631 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$1,344,333$99,650$14,236iApproximate average salary by contribution assumption: employee only about $355,893 at 4% or $237,262 at 6%; with 50% employer match about $237,262 at 4% or $158,175 at 6%; with 100% employer match about $177,946 at 4% or $118,631 at 6%.
201317$1,168,731$92,080$13,154iApproximate average salary by contribution assumption: employee only about $328,857 at 4% or $219,238 at 6%; with 50% employer match about $219,238 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,619 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$1,168,731$92,080$13,154iApproximate average salary by contribution assumption: employee only about $328,857 at 4% or $219,238 at 6%; with 50% employer match about $219,238 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,619 at 6%.
201217$913,278$86,893$12,413iApproximate average salary by contribution assumption: employee only about $310,332 at 4% or $206,888 at 6%; with 50% employer match about $206,888 at 4% or $137,925 at 6%; with 100% employer match about $155,166 at 4% or $103,444 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$913,278$86,893$12,413iApproximate average salary by contribution assumption: employee only about $310,332 at 4% or $206,888 at 6%; with 50% employer match about $206,888 at 4% or $137,925 at 6%; with 100% employer match about $155,166 at 4% or $103,444 at 6%.
201117$743,517$92,791$13,256iApproximate average salary by contribution assumption: employee only about $331,396 at 4% or $220,931 at 6%; with 50% employer match about $220,931 at 4% or $147,287 at 6%; with 100% employer match about $165,698 at 4% or $110,465 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$743,517$92,791$13,256iApproximate average salary by contribution assumption: employee only about $331,396 at 4% or $220,931 at 6%; with 50% employer match about $220,931 at 4% or $147,287 at 6%; with 100% employer match about $165,698 at 4% or $110,465 at 6%.
201018$656,242$80,503$10,063iApproximate average salary by contribution assumption: employee only about $251,572 at 4% or $167,715 at 6%; with 50% employer match about $167,715 at 4% or $111,810 at 6%; with 100% employer match about $125,786 at 4% or $83,857 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-8$656,242$80,503$10,063iApproximate average salary by contribution assumption: employee only about $251,572 at 4% or $167,715 at 6%; with 50% employer match about $167,715 at 4% or $111,810 at 6%; with 100% employer match about $125,786 at 4% or $83,857 at 6%.
200919$606,726$89,697$9,966iApproximate average salary by contribution assumption: employee only about $249,158 at 4% or $166,106 at 6%; with 50% employer match about $166,106 at 4% or $110,737 at 6%; with 100% employer match about $124,579 at 4% or $83,053 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-9$606,726$89,697$9,966iApproximate average salary by contribution assumption: employee only about $249,158 at 4% or $166,106 at 6%; with 50% employer match about $166,106 at 4% or $110,737 at 6%; with 100% employer match about $124,579 at 4% or $83,053 at 6%.
200819$421,618$68,916$7,657iApproximate average salary by contribution assumption: employee only about $191,433 at 4% or $127,622 at 6%; with 50% employer match about $127,622 at 4% or $85,081 at 6%; with 100% employer match about $95,717 at 4% or $63,811 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-9$421,618$68,916$7,657iApproximate average salary by contribution assumption: employee only about $191,433 at 4% or $127,622 at 6%; with 50% employer match about $127,622 at 4% or $85,081 at 6%; with 100% employer match about $95,717 at 4% or $63,811 at 6%.
200719$505,676$68,536$7,615iApproximate average salary by contribution assumption: employee only about $190,378 at 4% or $126,919 at 6%; with 50% employer match about $126,919 at 4% or $84,612 at 6%; with 100% employer match about $95,189 at 4% or $63,459 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-9$505,676$68,536$7,615iApproximate average salary by contribution assumption: employee only about $190,378 at 4% or $126,919 at 6%; with 50% employer match about $126,919 at 4% or $84,612 at 6%; with 100% employer match about $95,189 at 4% or $63,459 at 6%.
200619$402,652$66,389$7,377iApproximate average salary by contribution assumption: employee only about $184,414 at 4% or $122,943 at 6%; with 50% employer match about $122,943 at 4% or $81,962 at 6%; with 100% employer match about $92,207 at 4% or $61,471 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-9$402,652$66,389$7,377iApproximate average salary by contribution assumption: employee only about $184,414 at 4% or $122,943 at 6%; with 50% employer match about $122,943 at 4% or $81,962 at 6%; with 100% employer match about $92,207 at 4% or $61,471 at 6%.
200518$297,135$62,895$7,862iApproximate average salary by contribution assumption: employee only about $196,547 at 4% or $131,031 at 6%; with 50% employer match about $131,031 at 4% or $87,354 at 6%; with 100% employer match about $98,273 at 4% or $65,516 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-8$297,135$62,895$7,862iApproximate average salary by contribution assumption: employee only about $196,547 at 4% or $131,031 at 6%; with 50% employer match about $131,031 at 4% or $87,354 at 6%; with 100% employer match about $98,273 at 4% or $65,516 at 6%.
200415$223,397$7,450$1,490iApproximate average salary by contribution assumption: employee only about $37,250 at 4% or $24,833 at 6%; with 50% employer match about $24,833 at 4% or $16,556 at 6%; with 100% employer match about $18,625 at 4% or $12,417 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-5$223,397$7,450$1,490iApproximate average salary by contribution assumption: employee only about $37,250 at 4% or $24,833 at 6%; with 50% employer match about $24,833 at 4% or $16,556 at 6%; with 100% employer match about $18,625 at 4% or $12,417 at 6%.
200317$194,646$56,817$8,117iApproximate average salary by contribution assumption: employee only about $202,918 at 4% or $135,279 at 6%; with 50% employer match about $135,279 at 4% or $90,186 at 6%; with 100% employer match about $101,459 at 4% or $67,639 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$194,646$56,817$8,117iApproximate average salary by contribution assumption: employee only about $202,918 at 4% or $135,279 at 6%; with 50% employer match about $135,279 at 4% or $90,186 at 6%; with 100% employer match about $101,459 at 4% or $67,639 at 6%.
200217$110,570$28,588$4,084iApproximate average salary by contribution assumption: employee only about $102,100 at 4% or $68,067 at 6%; with 50% employer match about $68,067 at 4% or $45,378 at 6%; with 100% employer match about $51,050 at 4% or $34,033 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-7$110,570$28,588$4,084iApproximate average salary by contribution assumption: employee only about $102,100 at 4% or $68,067 at 6%; with 50% employer match about $68,067 at 4% or $45,378 at 6%; with 100% employer match about $51,050 at 4% or $34,033 at 6%.
200016$79,058$52,125$8,688iApproximate average salary by contribution assumption: employee only about $217,188 at 4% or $144,792 at 6%; with 50% employer match about $144,792 at 4% or $96,528 at 6%; with 100% employer match about $108,594 at 4% or $72,396 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-6$79,058$52,125$8,688iApproximate average salary by contribution assumption: employee only about $217,188 at 4% or $144,792 at 6%; with 50% employer match about $144,792 at 4% or $96,528 at 6%; with 100% employer match about $108,594 at 4% or $72,396 at 6%.
199916$35,122$35,117$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,031 at 6%; with 100% employer match about $73,160 at 4% or $48,774 at 6%.
A. & M. Associates Ltd. 401K Retirement Plan-6$35,122$35,117$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,031 at 6%; with 100% employer match about $73,160 at 4% or $48,774 at 6%.