The Security Group Insurance Agency Inc.
Plan context: The Security Group Insurance Agency Inc. 401(K) Plan
EIN 04-3218342 • Woburn, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$476,755
2025 Contributions
$93,310
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $476,755 | $93,310 | $31,103iApproximate average salary by contribution assumption: employee only about $777,583 at 4% or $518,389 at 6%; with 50% employer match about $518,389 at 4% or $345,593 at 6%; with 100% employer match about $388,792 at 4% or $259,194 at 6%. |
| The Security Group Insurance Agency Inc. 401(K) Plan | - | 3 | $476,755 | $93,310 | $31,103iApproximate average salary by contribution assumption: employee only about $777,583 at 4% or $518,389 at 6%; with 50% employer match about $518,389 at 4% or $345,593 at 6%; with 100% employer match about $388,792 at 4% or $259,194 at 6%. |
| 2024 | 1 | 3 | $338,665 | $85,565 | $28,522iApproximate average salary by contribution assumption: employee only about $713,042 at 4% or $475,361 at 6%; with 50% employer match about $475,361 at 4% or $316,907 at 6%; with 100% employer match about $356,521 at 4% or $237,681 at 6%. |
| The Security Group Insurance Agency Inc. 401(K) Plan | - | 3 | $338,665 | $85,565 | $28,522iApproximate average salary by contribution assumption: employee only about $713,042 at 4% or $475,361 at 6%; with 50% employer match about $475,361 at 4% or $316,907 at 6%; with 100% employer match about $356,521 at 4% or $237,681 at 6%. |
| 2023 | 1 | 3 | $211,449 | $76,546 | $25,515iApproximate average salary by contribution assumption: employee only about $637,883 at 4% or $425,256 at 6%; with 50% employer match about $425,256 at 4% or $283,504 at 6%; with 100% employer match about $318,942 at 4% or $212,628 at 6%. |
| The Security Group Insurance Agency Inc. 401(K) Plan | - | 3 | $211,449 | $76,546 | $25,515iApproximate average salary by contribution assumption: employee only about $637,883 at 4% or $425,256 at 6%; with 50% employer match about $425,256 at 4% or $283,504 at 6%; with 100% employer match about $318,942 at 4% or $212,628 at 6%. |
| 2022 | 1 | 3 | $111,551 | $32,317 | $10,772iApproximate average salary by contribution assumption: employee only about $269,308 at 4% or $179,539 at 6%; with 50% employer match about $179,539 at 4% or $119,693 at 6%; with 100% employer match about $134,654 at 4% or $89,769 at 6%. |
| The Security Group Insurance Agency Inc. 401(K) Plan | - | 3 | $111,551 | $32,317 | $10,772iApproximate average salary by contribution assumption: employee only about $269,308 at 4% or $179,539 at 6%; with 50% employer match about $179,539 at 4% or $119,693 at 6%; with 100% employer match about $134,654 at 4% or $89,769 at 6%. |
| 2021 | 1 | 3 | $91,647 | $88,921 | $29,640iApproximate average salary by contribution assumption: employee only about $741,008 at 4% or $494,006 at 6%; with 50% employer match about $494,006 at 4% or $329,337 at 6%; with 100% employer match about $370,504 at 4% or $247,003 at 6%. |
| The Security Group Insurance Agency Inc. 401(K) Plan | - | 3 | $91,647 | $88,921 | $29,640iApproximate average salary by contribution assumption: employee only about $741,008 at 4% or $494,006 at 6%; with 50% employer match about $494,006 at 4% or $329,337 at 6%; with 100% employer match about $370,504 at 4% or $247,003 at 6%. |