Civic Intelligence

Edwin C. Lucey Insurance Agency, In

Plan context: Lucey Insurance Agency 401K and Profit Sharing Plan

EIN 04-3157687 • Malden, MA • 22 filings • 2 plans

919A Eastern AvenueMalden, MA 02148
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,726,094

2021 Contributions

$5,358

Historical Graphs

Total Assets Over Time

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

$1,726,094$863,047$0199920112021YearValue
$1,726,094Latest year 2021

Participants Over Time

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

530199920112021YearValue
4Latest year 2021

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
202114$1,726,094$0-
Lucey Insurance Agency 401K and Profit Sharing Plan-4$1,726,094--
202014$1,349,836$0-
Lucey Insurance Agency 401K and Profit Sharing Plan-4$1,349,836--
201914$1,144,529$5,358$1,340iApproximate average salary by contribution assumption: employee only about $33,488 at 4% or $22,325 at 6%; with 50% employer match about $22,325 at 4% or $14,883 at 6%; with 100% employer match about $16,744 at 4% or $11,163 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$1,144,529$5,358$1,340iApproximate average salary by contribution assumption: employee only about $33,488 at 4% or $22,325 at 6%; with 50% employer match about $22,325 at 4% or $14,883 at 6%; with 100% employer match about $16,744 at 4% or $11,163 at 6%.
201814$891,569$45,308$11,327iApproximate average salary by contribution assumption: employee only about $283,175 at 4% or $188,783 at 6%; with 50% employer match about $188,783 at 4% or $125,856 at 6%; with 100% employer match about $141,588 at 4% or $94,392 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$891,569$45,308$11,327iApproximate average salary by contribution assumption: employee only about $283,175 at 4% or $188,783 at 6%; with 50% employer match about $188,783 at 4% or $125,856 at 6%; with 100% employer match about $141,588 at 4% or $94,392 at 6%.
201714$888,467$15,982$3,996iApproximate average salary by contribution assumption: employee only about $99,888 at 4% or $66,592 at 6%; with 50% employer match about $66,592 at 4% or $44,394 at 6%; with 100% employer match about $49,944 at 4% or $33,296 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$888,467$15,982$3,996iApproximate average salary by contribution assumption: employee only about $99,888 at 4% or $66,592 at 6%; with 50% employer match about $66,592 at 4% or $44,394 at 6%; with 100% employer match about $49,944 at 4% or $33,296 at 6%.
201615$735,204$18,724$3,745iApproximate average salary by contribution assumption: employee only about $93,620 at 4% or $62,413 at 6%; with 50% employer match about $62,413 at 4% or $41,609 at 6%; with 100% employer match about $46,810 at 4% or $31,207 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-5$735,204$18,724$3,745iApproximate average salary by contribution assumption: employee only about $93,620 at 4% or $62,413 at 6%; with 50% employer match about $62,413 at 4% or $41,609 at 6%; with 100% employer match about $46,810 at 4% or $31,207 at 6%.
201514$650,116$18,678$4,670iApproximate average salary by contribution assumption: employee only about $116,738 at 4% or $77,825 at 6%; with 50% employer match about $77,825 at 4% or $51,883 at 6%; with 100% employer match about $58,369 at 4% or $38,913 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$650,116$18,678$4,670iApproximate average salary by contribution assumption: employee only about $116,738 at 4% or $77,825 at 6%; with 50% employer match about $77,825 at 4% or $51,883 at 6%; with 100% employer match about $58,369 at 4% or $38,913 at 6%.
201414$637,551$20,112$5,028iApproximate average salary by contribution assumption: employee only about $125,700 at 4% or $83,800 at 6%; with 50% employer match about $83,800 at 4% or $55,867 at 6%; with 100% employer match about $62,850 at 4% or $41,900 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$637,551$20,112$5,028iApproximate average salary by contribution assumption: employee only about $125,700 at 4% or $83,800 at 6%; with 50% employer match about $83,800 at 4% or $55,867 at 6%; with 100% employer match about $62,850 at 4% or $41,900 at 6%.
201314$555,514$16,801$4,200iApproximate average salary by contribution assumption: employee only about $105,006 at 4% or $70,004 at 6%; with 50% employer match about $70,004 at 4% or $46,669 at 6%; with 100% employer match about $52,503 at 4% or $35,002 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$555,514$16,801$4,200iApproximate average salary by contribution assumption: employee only about $105,006 at 4% or $70,004 at 6%; with 50% employer match about $70,004 at 4% or $46,669 at 6%; with 100% employer match about $52,503 at 4% or $35,002 at 6%.
201214$423,923$15,826$3,957iApproximate average salary by contribution assumption: employee only about $98,913 at 4% or $65,942 at 6%; with 50% employer match about $65,942 at 4% or $43,961 at 6%; with 100% employer match about $49,456 at 4% or $32,971 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$423,923$15,826$3,957iApproximate average salary by contribution assumption: employee only about $98,913 at 4% or $65,942 at 6%; with 50% employer match about $65,942 at 4% or $43,961 at 6%; with 100% employer match about $49,456 at 4% or $32,971 at 6%.
201114$370,868$19,451$4,863iApproximate average salary by contribution assumption: employee only about $121,569 at 4% or $81,046 at 6%; with 50% employer match about $81,046 at 4% or $54,031 at 6%; with 100% employer match about $60,784 at 4% or $40,523 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$370,868$19,451$4,863iApproximate average salary by contribution assumption: employee only about $121,569 at 4% or $81,046 at 6%; with 50% employer match about $81,046 at 4% or $54,031 at 6%; with 100% employer match about $60,784 at 4% or $40,523 at 6%.
201014$347,110$27,358$6,840iApproximate average salary by contribution assumption: employee only about $170,988 at 4% or $113,992 at 6%; with 50% employer match about $113,992 at 4% or $75,994 at 6%; with 100% employer match about $85,494 at 4% or $56,996 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$347,110$27,358$6,840iApproximate average salary by contribution assumption: employee only about $170,988 at 4% or $113,992 at 6%; with 50% employer match about $113,992 at 4% or $75,994 at 6%; with 100% employer match about $85,494 at 4% or $56,996 at 6%.
200913$287,055$37,063$12,354iApproximate average salary by contribution assumption: employee only about $308,858 at 4% or $205,906 at 6%; with 50% employer match about $205,906 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,953 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-3$287,055$37,063$12,354iApproximate average salary by contribution assumption: employee only about $308,858 at 4% or $205,906 at 6%; with 50% employer match about $205,906 at 4% or $137,270 at 6%; with 100% employer match about $154,429 at 4% or $102,953 at 6%.
200813$204,314$45,314$15,105iApproximate average salary by contribution assumption: employee only about $377,617 at 4% or $251,744 at 6%; with 50% employer match about $251,744 at 4% or $167,830 at 6%; with 100% employer match about $188,808 at 4% or $125,872 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-3$204,314$45,314$15,105iApproximate average salary by contribution assumption: employee only about $377,617 at 4% or $251,744 at 6%; with 50% employer match about $251,744 at 4% or $167,830 at 6%; with 100% employer match about $188,808 at 4% or $125,872 at 6%.
200713$0$0-
Lucey Insurance Agency 401K and Profit Sharing Plan-3---
200614$365,892$58,337$14,584iApproximate average salary by contribution assumption: employee only about $364,606 at 4% or $243,071 at 6%; with 50% employer match about $243,071 at 4% or $162,047 at 6%; with 100% employer match about $182,303 at 4% or $121,535 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$365,892$58,337$14,584iApproximate average salary by contribution assumption: employee only about $364,606 at 4% or $243,071 at 6%; with 50% employer match about $243,071 at 4% or $162,047 at 6%; with 100% employer match about $182,303 at 4% or $121,535 at 6%.
200514$291,537$56,744$14,186iApproximate average salary by contribution assumption: employee only about $354,650 at 4% or $236,433 at 6%; with 50% employer match about $236,433 at 4% or $157,622 at 6%; with 100% employer match about $177,325 at 4% or $118,217 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$291,537$56,744$14,186iApproximate average salary by contribution assumption: employee only about $354,650 at 4% or $236,433 at 6%; with 50% employer match about $236,433 at 4% or $157,622 at 6%; with 100% employer match about $177,325 at 4% or $118,217 at 6%.
200414$230,454$48,916$12,229iApproximate average salary by contribution assumption: employee only about $305,725 at 4% or $203,817 at 6%; with 50% employer match about $203,817 at 4% or $135,878 at 6%; with 100% employer match about $152,863 at 4% or $101,908 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$230,454$48,916$12,229iApproximate average salary by contribution assumption: employee only about $305,725 at 4% or $203,817 at 6%; with 50% employer match about $203,817 at 4% or $135,878 at 6%; with 100% employer match about $152,863 at 4% or $101,908 at 6%.
200314$167,618$42,851$10,713iApproximate average salary by contribution assumption: employee only about $267,819 at 4% or $178,546 at 6%; with 50% employer match about $178,546 at 4% or $119,031 at 6%; with 100% employer match about $133,909 at 4% or $89,273 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$167,618$42,851$10,713iApproximate average salary by contribution assumption: employee only about $267,819 at 4% or $178,546 at 6%; with 50% employer match about $178,546 at 4% or $119,031 at 6%; with 100% employer match about $133,909 at 4% or $89,273 at 6%.
200214$95,816$34,511$8,628iApproximate average salary by contribution assumption: employee only about $215,694 at 4% or $143,796 at 6%; with 50% employer match about $143,796 at 4% or $95,864 at 6%; with 100% employer match about $107,847 at 4% or $71,898 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-4$95,816$34,511$8,628iApproximate average salary by contribution assumption: employee only about $215,694 at 4% or $143,796 at 6%; with 50% employer match about $143,796 at 4% or $95,864 at 6%; with 100% employer match about $107,847 at 4% or $71,898 at 6%.
200015$59,812$21,896$4,379iApproximate average salary by contribution assumption: employee only about $109,480 at 4% or $72,987 at 6%; with 50% employer match about $72,987 at 4% or $48,658 at 6%; with 100% employer match about $54,740 at 4% or $36,493 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-5$59,812$21,896$4,379iApproximate average salary by contribution assumption: employee only about $109,480 at 4% or $72,987 at 6%; with 50% employer match about $72,987 at 4% or $48,658 at 6%; with 100% employer match about $54,740 at 4% or $36,493 at 6%.
199915$41,993$25,193$5,039iApproximate average salary by contribution assumption: employee only about $125,965 at 4% or $83,977 at 6%; with 50% employer match about $83,977 at 4% or $55,984 at 6%; with 100% employer match about $62,983 at 4% or $41,988 at 6%.
Lucey Insurance Agency 401K and Profit Sharing Plan-5$41,993$25,193$5,039iApproximate average salary by contribution assumption: employee only about $125,965 at 4% or $83,977 at 6%; with 50% employer match about $83,977 at 4% or $55,984 at 6%; with 100% employer match about $62,983 at 4% or $41,988 at 6%.