Civic Intelligence

Treacy & Company Inc

Plan context: Treacy & Company Inc. 401(K) Plan

EIN 04-3213193 • Needham, MA • 23 filings • 8 plans

1220 South St.Needham, MA 02492
Current Snapshot

Latest Year

2023

2023 Participants

231

2023 Assets

$8,188,012

2023 Contributions

$1,268,665

Historical Graphs

Total Assets Over Time

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

$8,188,012$4,094,006$0200420142021YearValue
$8,188,012Latest year 2021

Participants Over Time

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

2811410200420152023YearValue
231Latest 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
20231231$0$0-
Treacy & Company Welfare Benefits Plan-231---
20221281$0$0-
Treacy & Company Welfare Benefits Plan-281---
20212224$8,188,012$1,268,665$5,664iApproximate average salary by contribution assumption: employee only about $141,592 at 4% or $94,395 at 6%; with 50% employer match about $94,395 at 4% or $62,930 at 6%; with 100% employer match about $70,796 at 4% or $47,197 at 6%.
Treacy & Company Inc. 401(K) Plan-174$8,188,012$1,268,665$7,291iApproximate average salary by contribution assumption: employee only about $182,279 at 4% or $121,520 at 6%; with 50% employer match about $121,520 at 4% or $81,013 at 6%; with 100% employer match about $91,140 at 4% or $60,760 at 6%.
Treacy & Company Welfare Benefits Plan-224---
20202150$6,727,960$1,211,791$8,079iApproximate average salary by contribution assumption: employee only about $201,965 at 4% or $134,643 at 6%; with 50% employer match about $134,643 at 4% or $89,762 at 6%; with 100% employer match about $100,983 at 4% or $67,322 at 6%.
Treacy & Company Inc. 401(K) Plan-134$6,727,960$1,211,791$9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%.
Treacy & Company Welfare Benefits Plan-150---
20192157$5,566,824$911,607$5,806iApproximate average salary by contribution assumption: employee only about $145,160 at 4% or $96,774 at 6%; with 50% employer match about $96,774 at 4% or $64,516 at 6%; with 100% employer match about $72,580 at 4% or $48,387 at 6%.
Treacy & Company Inc. 401(K) Plan-137$5,566,824$911,607$6,654iApproximate average salary by contribution assumption: employee only about $166,352 at 4% or $110,901 at 6%; with 50% employer match about $110,901 at 4% or $73,934 at 6%; with 100% employer match about $83,176 at 4% or $55,451 at 6%.
Treacy & Company Welfare Benefits Plan-157---
20182134$4,630,891$874,425$6,526iApproximate average salary by contribution assumption: employee only about $163,139 at 4% or $108,759 at 6%; with 50% employer match about $108,759 at 4% or $72,506 at 6%; with 100% employer match about $81,569 at 4% or $54,380 at 6%.
Treacy & Company Inc. 401(K) Plan-110$4,630,891$874,425$7,949iApproximate average salary by contribution assumption: employee only about $198,733 at 4% or $132,489 at 6%; with 50% employer match about $132,489 at 4% or $88,326 at 6%; with 100% employer match about $99,366 at 4% or $66,244 at 6%.
Treacy & Company Welfare Benefits Plan-134---
2017181$4,780,607$902,868$11,147iApproximate average salary by contribution assumption: employee only about $278,663 at 4% or $185,775 at 6%; with 50% employer match about $185,775 at 4% or $123,850 at 6%; with 100% employer match about $139,331 at 4% or $92,888 at 6%.
Treacy & Company Inc. 401(K) Plan-81$4,780,607$902,868$11,147iApproximate average salary by contribution assumption: employee only about $278,663 at 4% or $185,775 at 6%; with 50% employer match about $185,775 at 4% or $123,850 at 6%; with 100% employer match about $139,331 at 4% or $92,888 at 6%.
2016179$3,471,670$785,373$9,941iApproximate average salary by contribution assumption: employee only about $248,536 at 4% or $165,691 at 6%; with 50% employer match about $165,691 at 4% or $110,460 at 6%; with 100% employer match about $124,268 at 4% or $82,845 at 6%.
Treacy & Company Inc. 401(K) Plan-79$3,471,670$785,373$9,941iApproximate average salary by contribution assumption: employee only about $248,536 at 4% or $165,691 at 6%; with 50% employer match about $165,691 at 4% or $110,460 at 6%; with 100% employer match about $124,268 at 4% or $82,845 at 6%.
2015170$2,547,250$661,921$9,456iApproximate average salary by contribution assumption: employee only about $236,400 at 4% or $157,600 at 6%; with 50% employer match about $157,600 at 4% or $105,067 at 6%; with 100% employer match about $118,200 at 4% or $78,800 at 6%.
Treacy & Company Inc. 401(K) Plan-70$2,547,250$661,921$9,456iApproximate average salary by contribution assumption: employee only about $236,400 at 4% or $157,600 at 6%; with 50% employer match about $157,600 at 4% or $105,067 at 6%; with 100% employer match about $118,200 at 4% or $78,800 at 6%.
2014162$2,155,977$591,052$9,533iApproximate average salary by contribution assumption: employee only about $238,327 at 4% or $158,885 at 6%; with 50% employer match about $158,885 at 4% or $105,923 at 6%; with 100% employer match about $119,164 at 4% or $79,442 at 6%.
Treacy & Company Inc. 401(K) Plan-62$2,155,977$591,052$9,533iApproximate average salary by contribution assumption: employee only about $238,327 at 4% or $158,885 at 6%; with 50% employer match about $158,885 at 4% or $105,923 at 6%; with 100% employer match about $119,164 at 4% or $79,442 at 6%.
2013150$1,965,902$505,932$10,119iApproximate average salary by contribution assumption: employee only about $252,966 at 4% or $168,644 at 6%; with 50% employer match about $168,644 at 4% or $112,429 at 6%; with 100% employer match about $126,483 at 4% or $84,322 at 6%.
Treacy & Company Inc. 401(K) Plan-50$1,965,902$505,932$10,119iApproximate average salary by contribution assumption: employee only about $252,966 at 4% or $168,644 at 6%; with 50% employer match about $168,644 at 4% or $112,429 at 6%; with 100% employer match about $126,483 at 4% or $84,322 at 6%.
2012136$1,401,784$267,116$7,420iApproximate average salary by contribution assumption: employee only about $185,497 at 4% or $123,665 at 6%; with 50% employer match about $123,665 at 4% or $82,443 at 6%; with 100% employer match about $92,749 at 4% or $61,832 at 6%.
Treacy & Company Inc. 401(K) Plan-36$1,401,784$267,116$7,420iApproximate average salary by contribution assumption: employee only about $185,497 at 4% or $123,665 at 6%; with 50% employer match about $123,665 at 4% or $82,443 at 6%; with 100% employer match about $92,749 at 4% or $61,832 at 6%.
2011127$1,004,481$331,846$12,291iApproximate average salary by contribution assumption: employee only about $307,265 at 4% or $204,843 at 6%; with 50% employer match about $204,843 at 4% or $136,562 at 6%; with 100% employer match about $153,632 at 4% or $102,422 at 6%.
Treacy & Company Inc. 401(K) Plan-27$1,004,481$331,846$12,291iApproximate average salary by contribution assumption: employee only about $307,265 at 4% or $204,843 at 6%; with 50% employer match about $204,843 at 4% or $136,562 at 6%; with 100% employer match about $153,632 at 4% or $102,422 at 6%.
2010231$809,911$357,148$11,521iApproximate average salary by contribution assumption: employee only about $288,023 at 4% or $192,015 at 6%; with 50% employer match about $192,015 at 4% or $128,010 at 6%; with 100% employer match about $144,011 at 4% or $96,008 at 6%.
Treacy & Company Inc. 401(K) Plan-31$695,728$268,823$8,672iApproximate average salary by contribution assumption: employee only about $216,793 at 4% or $144,528 at 6%; with 50% employer match about $144,528 at 4% or $96,352 at 6%; with 100% employer match about $108,396 at 4% or $72,264 at 6%.
Treacy & Company Inc. 401(K) Plan-10$114,183$88,325$8,833iApproximate average salary by contribution assumption: employee only about $220,813 at 4% or $147,208 at 6%; with 50% employer match about $147,208 at 4% or $98,139 at 6%; with 100% employer match about $110,406 at 4% or $73,604 at 6%.
2009221$377,792$120,028$5,716iApproximate average salary by contribution assumption: employee only about $142,890 at 4% or $95,260 at 6%; with 50% employer match about $95,260 at 4% or $63,507 at 6%; with 100% employer match about $71,445 at 4% or $47,630 at 6%.
Treacy & Company Inc. 401(K) Plan-21$377,792$120,028$5,716iApproximate average salary by contribution assumption: employee only about $142,890 at 4% or $95,260 at 6%; with 50% employer match about $95,260 at 4% or $63,507 at 6%; with 100% employer match about $71,445 at 4% or $47,630 at 6%.
Treacy & Company Inc 401(K) Profit Sharing Plan & Trust-0---
2007114$84,088$98,376$7,027iApproximate average salary by contribution assumption: employee only about $175,671 at 4% or $117,114 at 6%; with 50% employer match about $117,114 at 4% or $78,076 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
Treacy & Company Inc 401(K) Profit Sharing Plan & Trust-14$84,088$98,376$7,027iApproximate average salary by contribution assumption: employee only about $175,671 at 4% or $117,114 at 6%; with 50% employer match about $117,114 at 4% or $78,076 at 6%; with 100% employer match about $87,836 at 4% or $58,557 at 6%.
200413$43,391$16,773$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.
Treacy & Company Inc 401(K) Profit Sharing Plan & Trust-3$43,391$16,773$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.