Civic Intelligence

Siegal & Sons Investment Ltd.

Plan context: Martys 401K and Profit Sharing Plan

EIN 04-3223700 • Newton, MA • 26 filings • 5 plans

675 Washington StNewton, MA 02458
Current Snapshot

Latest Year

2024

2024 Participants

119

2024 Assets

$2,241,053

2024 Contributions

$70,835

Historical Graphs

Total Assets Over Time

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

$2,352,300$1,176,150$0199920132023YearValue
$2,241,053Latest year 2023

Participants Over Time

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

168840199920132024YearValue
119Latest 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
20241119$0$0-
Siegal & Sons Investments Ltd-119---
20232121$2,241,053$70,835$585iApproximate average salary by contribution assumption: employee only about $14,635 at 4% or $9,757 at 6%; with 50% employer match about $9,757 at 4% or $6,505 at 6%; with 100% employer match about $7,318 at 4% or $4,878 at 6%.
Martys 401K and Profit Sharing Plan-56$2,241,053$70,835$1,265iApproximate average salary by contribution assumption: employee only about $31,623 at 4% or $21,082 at 6%; with 50% employer match about $21,082 at 4% or $14,055 at 6%; with 100% employer match about $15,811 at 4% or $10,541 at 6%.
Siegal & Sons Investments Ltd-121---
20221143$0$0-
Siegal & Sons Investments Ltd-143---
20211168$0$0-
Siegal & Sons Investments Ltd-168---
2020241$2,080,942$52,240$1,274iApproximate average salary by contribution assumption: employee only about $31,854 at 4% or $21,236 at 6%; with 50% employer match about $21,236 at 4% or $14,157 at 6%; with 100% employer match about $15,927 at 4% or $10,618 at 6%.
Martys 401K and Profit Sharing Plan-41$2,080,942$52,240$1,274iApproximate average salary by contribution assumption: employee only about $31,854 at 4% or $21,236 at 6%; with 50% employer match about $21,236 at 4% or $14,157 at 6%; with 100% employer match about $15,927 at 4% or $10,618 at 6%.
Siegal & Sons Investments Ltd-22---
2019291$1,813,049$53,044$583iApproximate average salary by contribution assumption: employee only about $14,573 at 4% or $9,715 at 6%; with 50% employer match about $9,715 at 4% or $6,477 at 6%; with 100% employer match about $7,286 at 4% or $4,858 at 6%.
Martys 401K and Profit Sharing Plan-43$1,813,049$53,044$1,234iApproximate average salary by contribution assumption: employee only about $30,840 at 4% or $20,560 at 6%; with 50% employer match about $20,560 at 4% or $13,706 at 6%; with 100% employer match about $15,420 at 4% or $10,280 at 6%.
Siegal & Sons Investments Ltd-91---
2018145$1,472,219$48,515$1,078iApproximate average salary by contribution assumption: employee only about $26,953 at 4% or $17,969 at 6%; with 50% employer match about $17,969 at 4% or $11,979 at 6%; with 100% employer match about $13,476 at 4% or $8,984 at 6%.
Martys 401K and Profit Sharing Plan-45$1,472,219$48,515$1,078iApproximate average salary by contribution assumption: employee only about $26,953 at 4% or $17,969 at 6%; with 50% employer match about $17,969 at 4% or $11,979 at 6%; with 100% employer match about $13,476 at 4% or $8,984 at 6%.
2017142$1,539,150$150,662$3,587iApproximate average salary by contribution assumption: employee only about $89,680 at 4% or $59,787 at 6%; with 50% employer match about $59,787 at 4% or $39,858 at 6%; with 100% employer match about $44,840 at 4% or $29,893 at 6%.
Martys 401K and Profit Sharing Plan-42$1,539,150$150,662$3,587iApproximate average salary by contribution assumption: employee only about $89,680 at 4% or $59,787 at 6%; with 50% employer match about $59,787 at 4% or $39,858 at 6%; with 100% employer match about $44,840 at 4% or $29,893 at 6%.
2016166$2,352,300$164,995$2,500iApproximate average salary by contribution assumption: employee only about $62,498 at 4% or $41,665 at 6%; with 50% employer match about $41,665 at 4% or $27,777 at 6%; with 100% employer match about $31,249 at 4% or $20,833 at 6%.
Martys 401K and Profit Sharing Plan-66$2,352,300$164,995$2,500iApproximate average salary by contribution assumption: employee only about $62,498 at 4% or $41,665 at 6%; with 50% employer match about $41,665 at 4% or $27,777 at 6%; with 100% employer match about $31,249 at 4% or $20,833 at 6%.
2015165$2,074,930$164,324$2,528iApproximate average salary by contribution assumption: employee only about $63,202 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,090 at 6%; with 100% employer match about $31,601 at 4% or $21,067 at 6%.
Martys 401K and Profit Sharing Plan-65$2,074,930$164,324$2,528iApproximate average salary by contribution assumption: employee only about $63,202 at 4% or $42,134 at 6%; with 50% employer match about $42,134 at 4% or $28,090 at 6%; with 100% employer match about $31,601 at 4% or $21,067 at 6%.
2014190$1,993,841$195,844$2,176iApproximate average salary by contribution assumption: employee only about $54,401 at 4% or $36,267 at 6%; with 50% employer match about $36,267 at 4% or $24,178 at 6%; with 100% employer match about $27,201 at 4% or $18,134 at 6%.
Martys 401K and Profit Sharing Plan-90$1,993,841$195,844$2,176iApproximate average salary by contribution assumption: employee only about $54,401 at 4% or $36,267 at 6%; with 50% employer match about $36,267 at 4% or $24,178 at 6%; with 100% employer match about $27,201 at 4% or $18,134 at 6%.
2013165$1,726,355$107,536$1,654iApproximate average salary by contribution assumption: employee only about $41,360 at 4% or $27,573 at 6%; with 50% employer match about $27,573 at 4% or $18,382 at 6%; with 100% employer match about $20,680 at 4% or $13,787 at 6%.
Martys 401K and Profit Sharing Plan-65$1,726,355$107,536$1,654iApproximate average salary by contribution assumption: employee only about $41,360 at 4% or $27,573 at 6%; with 50% employer match about $27,573 at 4% or $18,382 at 6%; with 100% employer match about $20,680 at 4% or $13,787 at 6%.
2012152$1,620,103$84,264$1,620iApproximate average salary by contribution assumption: employee only about $40,512 at 4% or $27,008 at 6%; with 50% employer match about $27,008 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
Martys 401K and Profit Sharing Plan-52$1,620,103$84,264$1,620iApproximate average salary by contribution assumption: employee only about $40,512 at 4% or $27,008 at 6%; with 50% employer match about $27,008 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
2011174$1,442,869$94,440$1,276iApproximate average salary by contribution assumption: employee only about $31,905 at 4% or $21,270 at 6%; with 50% employer match about $21,270 at 4% or $14,180 at 6%; with 100% employer match about $15,953 at 4% or $10,635 at 6%.
Martys 401K and Profit Sharing Plan-74$1,442,869$94,440$1,276iApproximate average salary by contribution assumption: employee only about $31,905 at 4% or $21,270 at 6%; with 50% employer match about $21,270 at 4% or $14,180 at 6%; with 100% employer match about $15,953 at 4% or $10,635 at 6%.
2010174$1,460,940$83,557$1,129iApproximate average salary by contribution assumption: employee only about $28,229 at 4% or $18,819 at 6%; with 50% employer match about $18,819 at 4% or $12,546 at 6%; with 100% employer match about $14,114 at 4% or $9,410 at 6%.
Martys 401K and Profit Sharing Plan-74$1,460,940$83,557$1,129iApproximate average salary by contribution assumption: employee only about $28,229 at 4% or $18,819 at 6%; with 50% employer match about $18,819 at 4% or $12,546 at 6%; with 100% employer match about $14,114 at 4% or $9,410 at 6%.
2009161$1,216,677$91,123$1,494iApproximate average salary by contribution assumption: employee only about $37,345 at 4% or $24,897 at 6%; with 50% employer match about $24,897 at 4% or $16,598 at 6%; with 100% employer match about $18,673 at 4% or $12,448 at 6%.
Martys 401K and Profit Sharing Plan-61$1,216,677$91,123$1,494iApproximate average salary by contribution assumption: employee only about $37,345 at 4% or $24,897 at 6%; with 50% employer match about $24,897 at 4% or $16,598 at 6%; with 100% employer match about $18,673 at 4% or $12,448 at 6%.
2008179$940,238$116,085$1,469iApproximate average salary by contribution assumption: employee only about $36,736 at 4% or $24,491 at 6%; with 50% employer match about $24,491 at 4% or $16,327 at 6%; with 100% employer match about $18,368 at 4% or $12,245 at 6%.
Martys 401K and Profit Sharing Plan-79$940,238$116,085$1,469iApproximate average salary by contribution assumption: employee only about $36,736 at 4% or $24,491 at 6%; with 50% employer match about $24,491 at 4% or $16,327 at 6%; with 100% employer match about $18,368 at 4% or $12,245 at 6%.
2007130$0$0-
Martys 401K and Profit Sharing Plan-30---
2006150$1,102,144$85,978$1,720iApproximate average salary by contribution assumption: employee only about $42,989 at 4% or $28,659 at 6%; with 50% employer match about $28,659 at 4% or $19,106 at 6%; with 100% employer match about $21,495 at 4% or $14,330 at 6%.
Martys 401K and Profit Sharing Plan-50$1,102,144$85,978$1,720iApproximate average salary by contribution assumption: employee only about $42,989 at 4% or $28,659 at 6%; with 50% employer match about $28,659 at 4% or $19,106 at 6%; with 100% employer match about $21,495 at 4% or $14,330 at 6%.
2005138$957,801$89,033$2,343iApproximate average salary by contribution assumption: employee only about $58,574 at 4% or $39,050 at 6%; with 50% employer match about $39,050 at 4% or $26,033 at 6%; with 100% employer match about $29,287 at 4% or $19,525 at 6%.
Martys 401K and Profit Sharing Plan-38$957,801$89,033$2,343iApproximate average salary by contribution assumption: employee only about $58,574 at 4% or $39,050 at 6%; with 50% employer match about $39,050 at 4% or $26,033 at 6%; with 100% employer match about $29,287 at 4% or $19,525 at 6%.
2004136$896,850$99,673$2,769iApproximate average salary by contribution assumption: employee only about $69,217 at 4% or $46,145 at 6%; with 50% employer match about $46,145 at 4% or $30,763 at 6%; with 100% employer match about $34,609 at 4% or $23,072 at 6%.
Martys 401K and Profit Sharing Plan-36$896,850$99,673$2,769iApproximate average salary by contribution assumption: employee only about $69,217 at 4% or $46,145 at 6%; with 50% employer match about $46,145 at 4% or $30,763 at 6%; with 100% employer match about $34,609 at 4% or $23,072 at 6%.
2003127$0$0-
Martys 401K and Profit Sharing Plan-27---
1999131$571,705$119,830$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,319 at 4% or $32,212 at 6%.
Martys 401K and Profit Sharing Plan-31$571,705$119,830$3,865iApproximate average salary by contribution assumption: employee only about $96,637 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,319 at 4% or $32,212 at 6%.