South Middlesex Legal Services Inc.
Plan context: The Smls Retirement Plan
EIN 04-3177488 • Framingham, MA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$3,112,549
2024 Contributions
$312,278
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 54 | $3,112,549 | $312,278 | $5,783iApproximate average salary by contribution assumption: employee only about $144,573 at 4% or $96,382 at 6%; with 50% employer match about $96,382 at 4% or $64,255 at 6%; with 100% employer match about $72,287 at 4% or $48,191 at 6%. |
| The Smls Retirement Plan | - | 54 | $3,112,549 | $312,278 | $5,783iApproximate average salary by contribution assumption: employee only about $144,573 at 4% or $96,382 at 6%; with 50% employer match about $96,382 at 4% or $64,255 at 6%; with 100% employer match about $72,287 at 4% or $48,191 at 6%. |
| 2023 | 1 | 52 | $3,056,938 | $316,712 | $6,091iApproximate average salary by contribution assumption: employee only about $152,265 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%. |
| The Smls Retirement Plan | - | 52 | $3,056,938 | $316,712 | $6,091iApproximate average salary by contribution assumption: employee only about $152,265 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%. |
| 2022 | 1 | 44 | $2,388,122 | $383,358 | $8,713iApproximate average salary by contribution assumption: employee only about $217,817 at 4% or $145,211 at 6%; with 50% employer match about $145,211 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%. |
| The Smls Retirement Plan | - | 44 | $2,388,122 | $383,358 | $8,713iApproximate average salary by contribution assumption: employee only about $217,817 at 4% or $145,211 at 6%; with 50% employer match about $145,211 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%. |
| 2021 | 1 | 45 | $2,017,106 | $201,800 | $4,484iApproximate average salary by contribution assumption: employee only about $112,111 at 4% or $74,741 at 6%; with 50% employer match about $74,741 at 4% or $49,827 at 6%; with 100% employer match about $56,056 at 4% or $37,370 at 6%. |
| The Smls Retirement Plan | - | 45 | $2,017,106 | $201,800 | $4,484iApproximate average salary by contribution assumption: employee only about $112,111 at 4% or $74,741 at 6%; with 50% employer match about $74,741 at 4% or $49,827 at 6%; with 100% employer match about $56,056 at 4% or $37,370 at 6%. |
| 2020 | 1 | 47 | $2,358,367 | $168,649 | $3,588iApproximate average salary by contribution assumption: employee only about $89,707 at 4% or $59,805 at 6%; with 50% employer match about $59,805 at 4% or $39,870 at 6%; with 100% employer match about $44,853 at 4% or $29,902 at 6%. |
| The Smls Retirement Plan | - | 47 | $2,358,367 | $168,649 | $3,588iApproximate average salary by contribution assumption: employee only about $89,707 at 4% or $59,805 at 6%; with 50% employer match about $59,805 at 4% or $39,870 at 6%; with 100% employer match about $44,853 at 4% or $29,902 at 6%. |
| 2019 | 1 | 39 | $1,734,669 | $132,353 | $3,394iApproximate average salary by contribution assumption: employee only about $84,842 at 4% or $56,561 at 6%; with 50% employer match about $56,561 at 4% or $37,707 at 6%; with 100% employer match about $42,421 at 4% or $28,281 at 6%. |
| The Smls Retirement Plan | - | 39 | $1,734,669 | $132,353 | $3,394iApproximate average salary by contribution assumption: employee only about $84,842 at 4% or $56,561 at 6%; with 50% employer match about $56,561 at 4% or $37,707 at 6%; with 100% employer match about $42,421 at 4% or $28,281 at 6%. |
| 2018 | 1 | 39 | $1,528,894 | $106,969 | $2,743iApproximate average salary by contribution assumption: employee only about $68,570 at 4% or $45,713 at 6%; with 50% employer match about $45,713 at 4% or $30,475 at 6%; with 100% employer match about $34,285 at 4% or $22,857 at 6%. |
| The Smls Retirement Plan | - | 39 | $1,528,894 | $106,969 | $2,743iApproximate average salary by contribution assumption: employee only about $68,570 at 4% or $45,713 at 6%; with 50% employer match about $45,713 at 4% or $30,475 at 6%; with 100% employer match about $34,285 at 4% or $22,857 at 6%. |
| 2017 | 1 | 34 | $1,348,385 | $73,478 | $2,161iApproximate average salary by contribution assumption: employee only about $54,028 at 4% or $36,019 at 6%; with 50% employer match about $36,019 at 4% or $24,012 at 6%; with 100% employer match about $27,014 at 4% or $18,009 at 6%. |
| The Smls Retirement Plan | - | 34 | $1,348,385 | $73,478 | $2,161iApproximate average salary by contribution assumption: employee only about $54,028 at 4% or $36,019 at 6%; with 50% employer match about $36,019 at 4% or $24,012 at 6%; with 100% employer match about $27,014 at 4% or $18,009 at 6%. |
| 2016 | 1 | 30 | $1,175,484 | $65,868 | $2,196iApproximate average salary by contribution assumption: employee only about $54,890 at 4% or $36,593 at 6%; with 50% employer match about $36,593 at 4% or $24,396 at 6%; with 100% employer match about $27,445 at 4% or $18,297 at 6%. |
| The Smls Retirement Plan | - | 30 | $1,175,484 | $65,868 | $2,196iApproximate average salary by contribution assumption: employee only about $54,890 at 4% or $36,593 at 6%; with 50% employer match about $36,593 at 4% or $24,396 at 6%; with 100% employer match about $27,445 at 4% or $18,297 at 6%. |
| 2015 | 1 | 28 | $983,353 | $63,363 | $2,263iApproximate average salary by contribution assumption: employee only about $56,574 at 4% or $37,716 at 6%; with 50% employer match about $37,716 at 4% or $25,144 at 6%; with 100% employer match about $28,287 at 4% or $18,858 at 6%. |
| The Smls Retirement Plan | - | 28 | $983,353 | $63,363 | $2,263iApproximate average salary by contribution assumption: employee only about $56,574 at 4% or $37,716 at 6%; with 50% employer match about $37,716 at 4% or $25,144 at 6%; with 100% employer match about $28,287 at 4% or $18,858 at 6%. |
| 2014 | 1 | 28 | $990,823 | $47,022 | $1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,660 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%. |
| The Smls Retirement Plan | - | 28 | $990,823 | $47,022 | $1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,660 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%. |
| 2013 | 1 | 26 | $903,895 | $27,174 | $1,045iApproximate average salary by contribution assumption: employee only about $26,129 at 4% or $17,419 at 6%; with 50% employer match about $17,419 at 4% or $11,613 at 6%; with 100% employer match about $13,064 at 4% or $8,710 at 6%. |
| The Smls Retirement Plan | - | 26 | $903,895 | $27,174 | $1,045iApproximate average salary by contribution assumption: employee only about $26,129 at 4% or $17,419 at 6%; with 50% employer match about $17,419 at 4% or $11,613 at 6%; with 100% employer match about $13,064 at 4% or $8,710 at 6%. |
| 2012 | 1 | 24 | $743,451 | $16,908 | $705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,806 at 4% or $5,871 at 6%. |
| The Smls Retirement Plan | - | 24 | $743,451 | $16,908 | $705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,806 at 4% or $5,871 at 6%. |
| 2011 | 1 | 24 | $640,935 | $29,891 | $1,245iApproximate average salary by contribution assumption: employee only about $31,136 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,838 at 6%; with 100% employer match about $15,568 at 4% or $10,379 at 6%. |
| The Smls Retirement Plan | - | 24 | $640,935 | $29,891 | $1,245iApproximate average salary by contribution assumption: employee only about $31,136 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,838 at 6%; with 100% employer match about $15,568 at 4% or $10,379 at 6%. |
| 2010 | 1 | 26 | $619,005 | $31,379 | $1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%. |
| The Smls Retirement Plan | - | 26 | $619,005 | $31,379 | $1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%. |
| 2009 | 1 | 18 | $488,339 | $38,329 | $2,129iApproximate average salary by contribution assumption: employee only about $53,235 at 4% or $35,490 at 6%; with 50% employer match about $35,490 at 4% or $23,660 at 6%; with 100% employer match about $26,617 at 4% or $17,745 at 6%. |
| The Smls Retirement Plan | - | 18 | $488,339 | $38,329 | $2,129iApproximate average salary by contribution assumption: employee only about $53,235 at 4% or $35,490 at 6%; with 50% employer match about $35,490 at 4% or $23,660 at 6%; with 100% employer match about $26,617 at 4% or $17,745 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Smls Retirement Plan | - | 0 | - | - | - |