Civic Intelligence

Henry Elliott & Co Inc.

Plan context: Henry Elliott 401(K) Plan

EIN 04-3160761 • Wellesley, MA • 23 filings • 2 plans

1 Washington St.Ste 208Wellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$3,383,657

2024 Contributions

$182,848

Historical Graphs

Total Assets Over Time

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

$5,807,819$2,903,910$0200420152024YearValue
$3,383,657Latest year 2024

Participants Over Time

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

58290200220132024YearValue
39Latest 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
2024139$3,383,657$182,848$4,688iApproximate average salary by contribution assumption: employee only about $117,210 at 4% or $78,140 at 6%; with 50% employer match about $78,140 at 4% or $52,093 at 6%; with 100% employer match about $58,605 at 4% or $39,070 at 6%.
Henry Elliott 401(K) Plan-39$3,383,657$182,848$4,688iApproximate average salary by contribution assumption: employee only about $117,210 at 4% or $78,140 at 6%; with 50% employer match about $78,140 at 4% or $52,093 at 6%; with 100% employer match about $58,605 at 4% or $39,070 at 6%.
2023135$3,254,525$154,519$4,415iApproximate average salary by contribution assumption: employee only about $110,371 at 4% or $73,580 at 6%; with 50% employer match about $73,580 at 4% or $49,054 at 6%; with 100% employer match about $55,185 at 4% or $36,790 at 6%.
Henry Elliott 401(K) Plan-35$3,254,525$154,519$4,415iApproximate average salary by contribution assumption: employee only about $110,371 at 4% or $73,580 at 6%; with 50% employer match about $73,580 at 4% or $49,054 at 6%; with 100% employer match about $55,185 at 4% or $36,790 at 6%.
2022127$4,531,546$216,218$8,008iApproximate average salary by contribution assumption: employee only about $200,202 at 4% or $133,468 at 6%; with 50% employer match about $133,468 at 4% or $88,979 at 6%; with 100% employer match about $100,101 at 4% or $66,734 at 6%.
Henry Elliott 401(K) Plan-27$4,531,546$216,218$8,008iApproximate average salary by contribution assumption: employee only about $200,202 at 4% or $133,468 at 6%; with 50% employer match about $133,468 at 4% or $88,979 at 6%; with 100% employer match about $100,101 at 4% or $66,734 at 6%.
2021152$5,807,819$343,379$6,603iApproximate average salary by contribution assumption: employee only about $165,086 at 4% or $110,057 at 6%; with 50% employer match about $110,057 at 4% or $73,372 at 6%; with 100% employer match about $82,543 at 4% or $55,029 at 6%.
Henry Elliott 401(K) Plan-52$5,807,819$343,379$6,603iApproximate average salary by contribution assumption: employee only about $165,086 at 4% or $110,057 at 6%; with 50% employer match about $110,057 at 4% or $73,372 at 6%; with 100% employer match about $82,543 at 4% or $55,029 at 6%.
2020141$4,937,661$251,279$6,129iApproximate average salary by contribution assumption: employee only about $153,219 at 4% or $102,146 at 6%; with 50% employer match about $102,146 at 4% or $68,097 at 6%; with 100% employer match about $76,609 at 4% or $51,073 at 6%.
Henry Elliott 401(K) Plan-41$4,937,661$251,279$6,129iApproximate average salary by contribution assumption: employee only about $153,219 at 4% or $102,146 at 6%; with 50% employer match about $102,146 at 4% or $68,097 at 6%; with 100% employer match about $76,609 at 4% or $51,073 at 6%.
2019139$4,271,715$240,074$6,156iApproximate average salary by contribution assumption: employee only about $153,894 at 4% or $102,596 at 6%; with 50% employer match about $102,596 at 4% or $68,397 at 6%; with 100% employer match about $76,947 at 4% or $51,298 at 6%.
Henry Elliott 401(K) Plan-39$4,271,715$240,074$6,156iApproximate average salary by contribution assumption: employee only about $153,894 at 4% or $102,596 at 6%; with 50% employer match about $102,596 at 4% or $68,397 at 6%; with 100% employer match about $76,947 at 4% or $51,298 at 6%.
2018146$3,534,758$316,463$6,880iApproximate average salary by contribution assumption: employee only about $171,991 at 4% or $114,661 at 6%; with 50% employer match about $114,661 at 4% or $76,440 at 6%; with 100% employer match about $85,995 at 4% or $57,330 at 6%.
Henry Elliott 401(K) Plan-46$3,534,758$316,463$6,880iApproximate average salary by contribution assumption: employee only about $171,991 at 4% or $114,661 at 6%; with 50% employer match about $114,661 at 4% or $76,440 at 6%; with 100% employer match about $85,995 at 4% or $57,330 at 6%.
2017149$3,675,873$366,044$7,470iApproximate average salary by contribution assumption: employee only about $186,757 at 4% or $124,505 at 6%; with 50% employer match about $124,505 at 4% or $83,003 at 6%; with 100% employer match about $93,379 at 4% or $62,252 at 6%.
Henry Elliott 401(K) Plan-49$3,675,873$366,044$7,470iApproximate average salary by contribution assumption: employee only about $186,757 at 4% or $124,505 at 6%; with 50% employer match about $124,505 at 4% or $83,003 at 6%; with 100% employer match about $93,379 at 4% or $62,252 at 6%.
2016158$2,856,779$323,186$5,572iApproximate average salary by contribution assumption: employee only about $139,304 at 4% or $92,870 at 6%; with 50% employer match about $92,870 at 4% or $61,913 at 6%; with 100% employer match about $69,652 at 4% or $46,435 at 6%.
Henry Elliott 401(K) Plan-58$2,856,779$323,186$5,572iApproximate average salary by contribution assumption: employee only about $139,304 at 4% or $92,870 at 6%; with 50% employer match about $92,870 at 4% or $61,913 at 6%; with 100% employer match about $69,652 at 4% or $46,435 at 6%.
2015146$2,336,120$232,179$5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
Henry Elliott 401(K) Plan-46$2,336,120$232,179$5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
2014147$2,163,887$186,235$3,962iApproximate average salary by contribution assumption: employee only about $99,061 at 4% or $66,041 at 6%; with 50% employer match about $66,041 at 4% or $44,027 at 6%; with 100% employer match about $49,531 at 4% or $33,020 at 6%.
Henry Elliott 401(K) Plan-47$2,163,887$186,235$3,962iApproximate average salary by contribution assumption: employee only about $99,061 at 4% or $66,041 at 6%; with 50% employer match about $66,041 at 4% or $44,027 at 6%; with 100% employer match about $49,531 at 4% or $33,020 at 6%.
2013137$1,919,396$138,431$3,741iApproximate average salary by contribution assumption: employee only about $93,534 at 4% or $62,356 at 6%; with 50% employer match about $62,356 at 4% or $41,571 at 6%; with 100% employer match about $46,767 at 4% or $31,178 at 6%.
Henry Elliott 401(K) Plan-37$1,919,396$138,431$3,741iApproximate average salary by contribution assumption: employee only about $93,534 at 4% or $62,356 at 6%; with 50% employer match about $62,356 at 4% or $41,571 at 6%; with 100% employer match about $46,767 at 4% or $31,178 at 6%.
2012155$1,676,756$190,797$3,469iApproximate average salary by contribution assumption: employee only about $86,726 at 4% or $57,817 at 6%; with 50% employer match about $57,817 at 4% or $38,545 at 6%; with 100% employer match about $43,363 at 4% or $28,909 at 6%.
Henry Elliott 401(K) Plan-55$1,676,756$190,797$3,469iApproximate average salary by contribution assumption: employee only about $86,726 at 4% or $57,817 at 6%; with 50% employer match about $57,817 at 4% or $38,545 at 6%; with 100% employer match about $43,363 at 4% or $28,909 at 6%.
2011136$1,352,923$143,450$3,985iApproximate average salary by contribution assumption: employee only about $99,618 at 4% or $66,412 at 6%; with 50% employer match about $66,412 at 4% or $44,275 at 6%; with 100% employer match about $49,809 at 4% or $33,206 at 6%.
Henry Elliott 401(K) Plan-36$1,352,923$143,450$3,985iApproximate average salary by contribution assumption: employee only about $99,618 at 4% or $66,412 at 6%; with 50% employer match about $66,412 at 4% or $44,275 at 6%; with 100% employer match about $49,809 at 4% or $33,206 at 6%.
2010136$1,314,066$220,857$6,135iApproximate average salary by contribution assumption: employee only about $153,373 at 4% or $102,249 at 6%; with 50% employer match about $102,249 at 4% or $68,166 at 6%; with 100% employer match about $76,686 at 4% or $51,124 at 6%.
Henry Elliott 401(K) Plan-36$1,314,066$220,857$6,135iApproximate average salary by contribution assumption: employee only about $153,373 at 4% or $102,249 at 6%; with 50% employer match about $102,249 at 4% or $68,166 at 6%; with 100% employer match about $76,686 at 4% or $51,124 at 6%.
2009147$1,047,090$141,911$3,019iApproximate average salary by contribution assumption: employee only about $75,485 at 4% or $50,323 at 6%; with 50% employer match about $50,323 at 4% or $33,549 at 6%; with 100% employer match about $37,742 at 4% or $25,162 at 6%.
Henry Elliott 401(K) Plan-47$1,047,090$141,911$3,019iApproximate average salary by contribution assumption: employee only about $75,485 at 4% or $50,323 at 6%; with 50% employer match about $50,323 at 4% or $33,549 at 6%; with 100% employer match about $37,742 at 4% or $25,162 at 6%.
2008140$690,876$109,085$2,727iApproximate average salary by contribution assumption: employee only about $68,178 at 4% or $45,452 at 6%; with 50% employer match about $45,452 at 4% or $30,301 at 6%; with 100% employer match about $34,089 at 4% or $22,726 at 6%.
Henry Elliott 401(K) Plan-40$690,876$109,085$2,727iApproximate average salary by contribution assumption: employee only about $68,178 at 4% or $45,452 at 6%; with 50% employer match about $45,452 at 4% or $30,301 at 6%; with 100% employer match about $34,089 at 4% or $22,726 at 6%.
2007129$0$0-
Henry Elliott 401(K) Plan-29---
2006136$1,040,315$115,059$3,196iApproximate average salary by contribution assumption: employee only about $79,902 at 4% or $53,268 at 6%; with 50% employer match about $53,268 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
Henry Elliott 401(K) Plan-36$1,040,315$115,059$3,196iApproximate average salary by contribution assumption: employee only about $79,902 at 4% or $53,268 at 6%; with 50% employer match about $53,268 at 4% or $35,512 at 6%; with 100% employer match about $39,951 at 4% or $26,634 at 6%.
2005131$864,044$125,619$4,052iApproximate average salary by contribution assumption: employee only about $101,306 at 4% or $67,537 at 6%; with 50% employer match about $67,537 at 4% or $45,025 at 6%; with 100% employer match about $50,653 at 4% or $33,769 at 6%.
Henry Elliott 401(K) Plan-31$864,044$125,619$4,052iApproximate average salary by contribution assumption: employee only about $101,306 at 4% or $67,537 at 6%; with 50% employer match about $67,537 at 4% or $45,025 at 6%; with 100% employer match about $50,653 at 4% or $33,769 at 6%.
2004139$865,790$114,597$2,938iApproximate average salary by contribution assumption: employee only about $73,460 at 4% or $48,973 at 6%; with 50% employer match about $48,973 at 4% or $32,649 at 6%; with 100% employer match about $36,730 at 4% or $24,487 at 6%.
Henry Elliott 401(K) Plan-39$865,790$114,597$2,938iApproximate average salary by contribution assumption: employee only about $73,460 at 4% or $48,973 at 6%; with 50% employer match about $48,973 at 4% or $32,649 at 6%; with 100% employer match about $36,730 at 4% or $24,487 at 6%.
2003141$0$0-
Henry Elliott 401(K) Plan-41---
2002134$0$0-
Henry Elliott 401(K) Plan-34---